Conservation and Demand Management Energy Efficiency
Contents
1. 4 2 1 Define Custom Measure The Measure Design Form is launched by clicking the Define Custom Measure button As shown in Figure 15 The Custom Measure Input Form is split into three sections e Measure Description e Measure Details and e Early Replacement Each field in this form must be complete unless the field is inactive i e grey If a field is not applicable the user should input 0 or N A for text fields The sections below provide descriptions of each field within each section 19 CDM Energy Efficiency Cost Effectiveness Tool User Guide Final v2 2015 03 26 G ies Independent Electricity System Operator Figure 15 Custom Measure Input Form es Design Ea Measure Description l Active Yes No Py Sector A rave B End Use DOS y measure ID if the combination S of the 10 fields is not unique Conservation Measure Ir sl d the measure cannot be added Measure Description Base Measure DOO Load Profile A Weather Sensitive Load Profile I Distribution System Connected Measure Measure Details Early Replacement Effective Useful Life EUL Years IT Early Replacement py Annual Operating Hours IT Remaining Useful Life RUL Years FH Base Case kW RUL Base Case KW Conservation Case kW RUL Annual Demand Savings kW Base Case kWh RUL Annual Energy Savings kWh Conservation Case kWh IT RUL Peak Demand Savings kW Firs2. The Measure Selection CE Results worksheet contains four buttons 1 Single Measure Selection activates a user form to add select measures and specify the program year participation quantity and costs incentive and variable program Once the user clicks the Add button within the form the measure is added to the table from column B to column AQ in the Measure Selection CE Results worksheet 2 Bulk Measure Selection activates a user form to add all measures from a particular initiative Once the user selects Add All Measures the measures are added in the table from the table in column B to column AF in the Custom Measure Input worksheet In this case the program year participation and costs are modified directly in the spreadsheet in columns J M 3 Delete Measure s allows the user to delete a measure measures by selecting any cell cells from column B to column AQ in the Measure Selection CE Results worksheet within the row of the measure to be deleted and 4 Clear All Measures allows the user to clear the table in columns B to AQ Figure 19 Program Design Module Measure Selection Program Design Module Measure Selection Users select the measures to model for program design tracking and evaluation purposes The program year quantity of measures incentive and variable program costs are selected at this stage these three components can be modified either within the
3. in the Tool is defined as more than just the conservation technology Section 3 1 provides a full list and detailed descriptions of each component of the measure Users select measures and provide program information in the Program Design Module The Calculation Engine is activated and the user is able to view results in the Results Module Figure 1 provides a diagram to illustrate this high level process Figure 1 High Level Tool Overview Admin Input Module Administrative InputOnly Calculation Engine 3 No User Interaction There are several features within the Tool that assist users in navigating understanding and using the Tool such as hyperlinks built in instructions and colour coding The Guide worksheet located in the Tool and illustrated in e 7 CDM Energy Efficiency Cost Effectiveness Tool User Guide Final v2 2015 03 26 GG leso Independent Electricity System Operator Figure 2 provides a list of each module and specifies the worksheets within that module Clicking on the module or worksheet name links the user directly to the appropriate location in the tool e 8 CDM Energy Efficiency Cost Effectiveness Tool User Guide Final v2 2015 03 26 GG leso Independent Electricity System Operator Figure 2 Guide Worksheet c D CDM Energy Efficiency Cost Effectiveness Tool A 8 ieso BEFORE YOU BEGIN ENABLE MACROS WITHIN EXCEL Option 1 Click the secunty waming at the top o
4. Conservation and Demand Management Energy Efficiency Cost Effectiveness Tool User Guide Independent Electricity System Ontario March 2015 Table of Contents Vi INTO UCA A 5 1 1 How the Tool Supports the Lifecycle of Conservation Programs cocinas 5 1 1 1 Program Design pre implementation ENEE 5 1 1 2 Program Tracking during implementation cocinas 5 1 1 3 Program Evaluation during post implementation mociones 6 1 2 SEFUCTULE OF User GUIDE iii e dee 6 Zi TOOL TEE 7 De RER e TE 10 Sle Defined Inputs Mod le issiima ii di dd ia is 10 3 2 Program Design Modules oda 12 Bid Results Module rata iaa 13 Z Admin Input Module miii a iaa aahi 13 ENER NEE 15 4 1 Custom Load Profile InpUtS cmninniicininninmm nunnan 15 4 1 1 Add Custom Load Profile Seasonal Method ENEE 16 4 1 2 Add Custom Load Profile Hourly Method EEN 17 4 2 CUSTOM Measure hu EE 18 4 2 1 Define CUSTOM Measures hetentesactaaassicts 19 4 3 Measure Selection amp CE Results enee 24 4 3 1 Select Single MEASULES ia 25 4 3 2 Open Bulk Measure Selection Form ENEE 27 4 4 Program Bdloetlnpt Setzen a dell 28 45 External INpUtS rn E A E a a aE 29 AB CE Parameters issiria iia 30 AT Admin Ree E 31 4 8 Ratepayer Assumptions Table oninciincincinninn nnne nnt 31 4 9 Avoided Cost Table unidos ia Aaaa daai idad AA 32 4 10 Viewing Results il a a e da beens 32 4 10 1 Detailed Cost Effectiveness Results cinc ercer 33 4 10 2 Detailed Measure Sa
5. Sector customer type i e residential commercial industrial Segment Further differentiates the customer e warehouse restaurant Load Profile Name descriptive name of load profile will appear in drop downs Energy Load Profile percent of annual consumption segmented by eight season and time of use buckets values must sum to 100 Demand Load Factor percent of annual consumption that falls within summer peak and winter peak periods based on the definitions found in the IESO EM amp V Protocols and Requirements Hourly Method The hourly load profile method is used when a full calendar year of hourly data is available This data is used to generate a load profile that specifies consumption over eight season and time of use periods 1 Click the Clear Hourly Data button on the right side of the Custom Load Profile Input worksheet 2 Input the sector segment and load profile name of the measure into cells T2 T4 in the Custom Load Profile Input worksheet Note that the drop downs allow the user to select existing values i e sector segment load profile name or input custom values 3 Input the measure data year in cell T5 of the Custom Load Profile Input worksheet The measure data year represents what year the 8760 data was taken from This is important to capture to ensure that the days are correctly allocated to weekdays weekends and holidays If a leap year is input the Tool will
6. initiative and program The discount rate societal discount rate inflation rate and base year are used to calculate the results of the Tool in real dollars of the specified base year The transmission and distribution losses are used to determine the proper savings to be used in the cost effectiveness analysis The Avoided Cost Table and Rates Table worksheets are used to calculate certain costs and benefits Tool administrators input these assumptions to ensure that conservation measures are consistently valued e 14 CDM Energy Efficiency Cost Effectiveness Tool User Guide Final v2 2015 03 26 GG leso Independent Electricity System Operator 4 Using the Tool This section first provides detailed descriptions of each user interface worksheet and then provides detailed step by step instructions for the processes within the worksheet The Tool is designed using VBA it is critical that the user Enable Macros in Excel before beginning Tool Tip To enable macros in Excel select File then Options then Trust Center then Trust Center Settings then Macro Settings finally select Enable all macros You may need to re open the file for these changes to take effect Alternately a security warning may appear at the top of your worksheet if this is the case simply click Enable Content 4 1 Custom Load Profile Inputs The Custom Load Profile Input worksheet allows user
7. Admin Input Module The Admin Input Module contains four worksheets Only administrative users will have access to and will be able to modify these worksheets Admin InputModule e The Admin Inputs worksheet allows Tool administrators to set peak demand definitions e The CE Parameters worksheet allows the Tool administrators to set standard assumptions within the tool e 13 CDM Energy Efficiency Cost Effectiveness Tool User Guide Final v2 2015 03 26 GG leso Independent Electricity System Operator e The Avoided Cost Table worksheet contains the avoided cost assumptions and e The Rates Table worksheet contains the ratepayer assumptions The Admin Inputs worksheet allows Tool administrators to set the definition of peak demand in the Tool to either summer peak or winter peak The peak demand definition is used to determine the proper savings used in the cost effectiveness analysis There is also an option for the administrator to specify the screen resolution that will be compatible with the Tool The CE Parameters worksheet allows Tool administrators to set standard assumptions that are used to calculate cost effectiveness results in the Tool including e Discount rate e Societal discount rate e Inflation rate e Base year e Transmission system losses and e Distribution system losses All assumptions are used in the calculations of lifetime benefits and costs for each measure
8. Figure 25 External Inputs Worksheet 4 6 CE Parameters The CE Parameters worksheet allows administrative users to input standard assumptions in the Tool to enhance the comparability of results Figure 26 CE Parameter Descriptions Parameters Description Discount rate The discount rate expresses the time value of money The higher the discount rate the faster the dollar loses value as the delay in acquiring that dollar increases over time Societal discount rate Some jurisdictions will vary the discount rate according to the perspective being evaluated A societal discount rate is lower reflecting the uncaptured value of CDM Inflation rate Since the costs and benefits associated with the implementation of CDM are assessed over a span of time the EUL of a measure they must be adjusted for forecast inflation Base year The base year selected represents the year that is used as a basis for valuing costs and benefits The analysis will be expressed in the base year dollars Transmission system losses Line losses occur between energy produced at the generator and energy consumed by the customer or end user As a result energy savings observed by the end user the customer actually understate true savings observed by the generator Transmission system losses account for line losses experienc
9. Bulk Measure Selection Example Completed Form Program Design Module Bulk Measure Selection x Bulk Measure Selection Option Active Yes y Sector Consumer gt Initiative HVAC Initiative gt Early Replacement No X Weather Sensitive No Dx or Tx Connected Dx gt Program Year 2015 Optional Placeholder Information Quantity units 20000 Incentive unit 200 Variable Program Cost unit 0 4 4 Program Budget Input The Program Budget Input worksheet allows the user to input program costs for each initiative program and program year specified Tool Tip compile and check all program cost data associated with the measures initiatives and programs that will be assessed ensure all data is consolidated and easily accessible Keep in mind where costs are reflected to avoid double counting e 28 CDM Energy Efficiency Cost Effectiveness Tool User Guide Final v2 2015 03 26 GG leso Independent Electricity System Operator The Program Budget Input worksheet contains two buttons 1 Create new program budget will populate a table containing the initiatives programs and program years specified by the user with many different cost types This button must be clicked for the Results Module to function properly 2 Delete Budget will clear the sheet The Program Budget Input worksheet allows the user to input the costs that are not provided
10. Life Cycle Cost would be calculated by subtracting the Baseline Full Installed Cost from the EE Full Installed Cost e In some instances the Incremental Life Cycle Cost is equal to the EE Full Installed Cost Please refer to the IESO CDM EE Cost Effectiveness Guide for more information on the participant cost Override Savings Calculations Energy and Demand This field allows the user to override the standard energy and demand calculations The user should have a specific reason for overriding the standard calculations Calculate Peak Demand after Override This field enables a calculation of peak demand after the user has selected the option to override energy and demand savings calculations This is typically used if a user has a load profile and demand or energy savings but may not have peak demand savings values 23 CDM Energy Efficiency Cost Effectiveness Tool User Guide Final v2 2015 03 26 SS ieso Independent Electricity System Operator Early Replacement This section allows the user to input information regarding the early retirement or early replacement of a new measure Please refer to the IESO CDM Cost Effectiveness Guide for more information regarding early retirement early replacement scenarios Figure 18 Early Replacement Field Descriptions Field Name Field Description Captures the case when a participant replaces a technology before the Early Replacement end of its EUL Thi
11. TA SS Hour Endit kWh__ Winter Peak _ Winter Mid Pe Winter Off Peak m 0 00 ona vna 4 1 1 Add Custom Load Profile Seasonal Method The seasonal load profile method is used when a full calendar year of hourly data is not available but the eight season and time of use buckets are known 1 Click the Add Custom Load Profile Seasonal Method button on the Custom Load Profile Input worksheet 2 Input the data as specified in the form Note that the drop downs allow the user to select existing values i e sector segment load profile name or input custom values 3 Once all new custom load profiles have been input review the results in the main table on the left side of the on the Custom Load Profile Input worksheet e 16 CDM Energy Efficiency Cost Effectiveness Tool User Guide Final v2 2015 03 26 leso Independent Electricity System Operator Figure 12 Custom Load Profile Seasonal Method Custom Load Profile x Sector Segment Bi Load Profile Name Energy Load Profile Winter Peak Winter Mid Peak Winter Off Peak Summer Peak Summer Mid Peak Summer Off Peak Shoulder Mid Peak 2 Shoulder Off Peak Demand Load Factor Summer Peak Demand Winter Peak Demand Summer Alternative Peak Demand Winter Alternative Peak Demand 4 1 2 Add Custom Load Profile
12. User Input form lor directly in the spreadsheet Users can input single measures or all measures within an initiative Use buttons to add and remove measures and calculate cost effectiveness at the measure level Single Measure Selection Activates the measure selection form users quantity program year variable program costs and incentive costs for one measure Bulk Measure Selection Activates the bulk measure selection and specification form for all measures within an initiative users specify placeholder values for the program year quantity incentive and variable program costs but can modify these values after the table below is populated Delete Med J within E meas fo remd n Clear All M dutton tol start y a Button Button Button Button 1 2 3 4 Clickhere tUseeuerarertusreredivenessTacuranors Dy Measure H Delete Measure s Clear All Bulk Measure Measures Single Measure ii Selection Selection ACTIVE SECTOR INITIATIVE END USE CONSERVATION MEASURE MEASURE DESCRIPTION BASE MEASURE Tool Tip The user form does not close after each measure is selected When filling out the Program Design Module the user can input measures for multiple program years one after another by selecting the measure and adding one program year modify the program year and quantity and incentive if that is appropriate and add the measure again 4 3 1 Select Sin
13. and Requirements Figure 17 below describes each field in the measure details section e 21 CDM Energy Efficiency Cost Effectiveness Tool User Guide Final v2 2015 03 26 GG leso Independent Electricity System Operator Figure 17 Measure Details Field Descriptions Field Name Field Description The EUL is the lifetime in years the measure is expected to function Effective Useful Life Years The user should keep in mind the interactions between the operating hours they have assumed The number of hours per year the measure is operating and savings Assumed Annual Operating Hours are realized This value must not exceed the number of hours in a given year Average annual kilowatt use not peak kilowatt use of the baseline Base C kw AS N technology assumed for the new measure Average annual kilowatt use not peak kilowatt usage of the new measure The kilowatts populated in this field must be less than the Base Case kW Conservation Case kW Annual kilowatt hour use of the baseline technology assumed for the new measure Base Case kWh This field is automatically calculates based on annual operating hours and the kilowatt use and may be overridden if the Override checkbox is selected Annual kilowatt hour use of the new measure Automatically calculates based on the annual operating hours and the kilowatt use and may be overridden if the Override checkbox is selected Conservation
14. automatically adjust the hours and calculate accordingly 4 Input the hourly kWh data into column V of the Custom Load Profile Input worksheet 5 Click the Add Custom Load Profile Hourly Method button 17 CDM Energy Efficiency Cost Effectiveness Tool User Guide Final v2 2015 03 26 ieso Independent Electricity System Operator Figure 13 Custom Load Profile Hourly Method Sector customer type i e residential commercial industrial Segment Further differentiates the customer i e warehouse restaurant Sector Load Profile Name descriptive name of load profile scare Year load data year required to ensure season and time of use periods are calculated correctly the Tool will automatically adjust if a leap year is selected Load Profile Name Gd Custom Load Profile Hourly Method Clear Hourly Data Year MUA Mission arcas 0 00 0 00 fo kWh Input hourly kWh consumption data here n Load Profie 00 HON SN Hour Endin kWh__ WintesPc3k _ Winter Mid Pe Winter Off Peak 1 OO cc occ pt z 2 4 1 1900 ae f i e 0 00 3 Seel e 0 00 4 A ee gt 0 00 5 1900S 0 00 6 6 14 1900 0 00 4 2 Custom Measure Input The Custom Measure Input worksheet allows users to create custom measures Tool Tip before you begin compile and check all measure data cross check the measure against the existing Measure List co
15. the user to select existing initiative and or program names already in the Formatted Measure List e The Custom Measure Input form will not auto populate the form based on existing base or conservation technologies it is important to consider how the measure will be used in the particular segment for example ifthe operating hours are larger the EUL may be shorter e 20 CDM Energy Efficiency Cost Effectiveness Tool User Guide Final v2 2015 03 26 bes leso Independent Electricity System Operator Figure 16 provides a description of each field of the Measure Description section of the Custom Measure Input form Please see Figure 6 for definitions of each field Tool Tip keep in mind the levels of aggregation in the results e initiative program to have the ability to compare the results of multiple scenarios side by side Figure 16 Measure Description Fields Field Name Field Description Active Whether or not a measure is currently available to customers See Which sector the measure implemented in De consumer business industrial low income or select an existing sector name from the drop down imitative The new initiative name or select an existing initiative name from the drop down End Use The end use of the new measure i e Lighting HVAC etc Conservation Measure The new measure s conservation technology A descriptive name for the new measure please note that this name shou
16. ATIVE MEASURE DESCRIPTION or Transmission RR pa Lona KWH EFFECTIVE USEFUL LIFE Tx Connected YEAR 4 10 3 Summary Cost Effectiveness Results The summary cost effectiveness results can be found in the Summary CE Results worksheet The table in this worksheet dynamically populates when the user runs the detailed cost effectiveness The table will display the TRC ratio PAC ratio and the LC in terms of MW year and MWh for the programs sectors initiatives and program years selected in the Program Design Module Figure 33 Summary Cost Effectiveness Results This worksheet provides a summary of the cost effectiveness ratios for the TRC and PAC test and the levelized costs in terms of both peak demand KW and energy S kWh savings The table below is populated from the Initiative Portfolio CE Results worksheet Program Total Se 5 e SECTOR INITIATIVE PROGRAM YEAR Resource Cost Administrator avetized Cost LC Et Levelized Cost Ost Cost PAC LC kW TRC Ratio Ratio e 34 CDM Energy Efficiency Cost Effectiveness Tool User Guide Final v2 2015 03 26 e SO Independent Electricity System Operator 5 Scenarios This section outlines a selection of scenarios the user may wish to undertake It specifies the section of the guide that will provide the processes to complete each scenario Figure 34 Sample User Scenarios Scenario Description Procedure s Add a Cu
17. Case kWh The difference between the base case and conservation case kilowatt use This is a calculated field that may be overridden if the Override checkbox is selected First Year Energy Savings kWh The difference between the base case and conservation case kilowatt use First Year Demand Savings kW SR This is a calculated field that may be overridden if the Override checkbox is selected The difference between the base case and conservation case kilowatt use converted to a peak value using the load profile This is a calculated field that may be overridden if the Override checkbox is selected Peak Demand Savings kW If the user has overridden the calculation but does know the peak demand savings the user can input the first year energy savings and click the Calculate Peak Demand After Override Checking this box will enable the calculation of peak demand savings based on first year energy savings Any reduction in water use directly resulting from the implementation of the new measure i e the different between the First Year Water Savings Litre water use of the base and conservation measure or action Please note that there can be negative water savings i e increase in water use if this is the case it should be input as such e 22 CDM Energy Efficiency Cost Effectiveness Tool User Guide Final v2 2015 03 26 GG leso Independent Electricity System Operator F
18. Effectiveness Results Measure KE Creation E Levelized Avoided Cost Tables d optional M I 1 Measure Cost Effectiveness Savings Results Step 2 Step 4 Results Measure External Summary Cost Selection Inputs VBA References Effectiveness Results y Legend Cost Effectiveness In Parameters pur Module SS Vi ES ES Calculations Defined Inputs Module Admin Input Module 3 1 Defined Inputs Module The Defined Inputs Module consists of three worksheets Figure 5 Defined Inputs Module e The Formatted Measure List and the Formatted Load Profile List are repository worksheets that contain the building blocks of the Program Design Module e The Custom Load Profile Input worksheet contains a Custom S g Load Profile user interface to add custom load profiles to the Input Formatted Load Profile Worksheet The Formatted Measure List worksheet contains the measures Defined Inputs Module that can be selected in the Program Design Module The Tool is initially populated with the measures from the IESO Measures and Assumptions List MAL As mentioned previously a measure is defined more broadly than just the conservation technology e 10 CDM Energy Efficiency Cost Effectiveness Tool User Guide Final v2 2015 03 26 GG leso Independent Electricity System Operator Figure 6 specifies and describes each component that defines a measure in the Tool Together these components create a unique ID for ea
19. N 26 Figure 21 Single Measure Selection Example Completed Form ENEE 27 Figure 22 Bulk Measure Selection Blank Form ENEE 28 Figure 23 Bulk Measure Selection Example Completed Form ENEE 28 Figure 24 Program Budget Worksheet ommiiiciicicninim nnna 29 Figure 25 External Inputs WoTkshettiuuai re 30 Figure 26 CE Parameter Descriptions tdi 30 Figure 27 CE Parameters WoTksh etnia 31 Figure 28 Admin Inputs Worksheet omnia 31 Figure 29 Rates Table Worksheet ENEE ENEE ENEE 32 Figure 30 Avoided Cost Worksheet omnia 32 Figure 31 Detailed Cost Effectiveness Results eene 33 Figure 32 Detailed Measure Savia 34 Figure 33 Summary Cost Effectiveness Results ene 34 Fisure 34 Sample User SENA OS ii a 35 Figure 35 Calculation Emgine isisisi diiis a 36 e 4 CDM Energy Efficiency Cost Effectiveness Tool User Guide Final v2 2015 03 26 GG leso Independent Electricity System Operator 1 Introduction The Cost Effectiveness Tool the Tool is intended to support IESO staff LDC staff and other external service providers and or delivery agents to calculate resource savings budget and cost effectiveness metrics for new and existing conservation programs in Ontario The tool structure nomenclature and analytic framework are based on a standard set of conservation program design and cost effectiveness test concepts These concepts are discussed in detail in the IESO Cost Effectiveness Test Guide and IESO EM amp V Protocols and Requirem
20. Net Benefits Benefits Costs BC Ratio Net Benefits 4 10 2 Detailed Measure Savings The detailed measure level savings results can be found in the Measure Savings Results worksheet To view the results the user must click the Calculate Measure Savings button This button will dynamically populate the table within the worksheet with each measure selected in the Program Design Module The user also has the option to clear the results from the table This table will display the measure level assumptions and the measure level savings The savings are displayed as both gross and net peak demand and energy savings at the generation level for the quantities specified in the Program Design Module The savings will begin in the program year specified by the user and will remain until the end of the measure s EUL while taking into account any early retirement scenarios e 33 CDM Energy Efficiency Cost Effectiveness Tool User Guide Final v2 2015 03 26 bes leso Independent Electricity System Operator Figure 32 Detailed Measure Savings This tab will calculate the lifetime savings at the measure level Ensure that the worksheet is cleared or re run when measures have been added or removed from the program design module Click the buttons to populate or clear the table below Calculate Measure Savings Clear Measure Savings Distribution Dx FIRST YEAR ep PROGRAM PEAK DEMAND SAVINGS ENERGY SECTOR INITI
21. an cresting a new meenen Custom Load Profile Input stom Input Repository worksheets mth consolidated load Formatted Measure List Repositories profile and measure data provides the available P e e ad Dunkin The Tool is populated with built in instructions descriptions and tips that the user will interact with Each worksheet contains a high level description of its functionality and purpose and any instructions Tips are provided throughout the tool using comment boxes The Tool is colour coded to provide the user with information The colour codes for text and cells are specified in Figure 3 below and can also be found in the Guide worksheet Figure 3 Tool Legend Code Code Definition Description User input mandatory These cells or columns provide the model with key parameters required to complete cost effectiveness calculations If these cells are not populated the model will return an error User input optional These cells or columns provide the model with parameters that may be populated through a user input form However the user can use these cells columns to manually override the information provided from the input form Black Text Description or These cells contain information for the user to better understand the procedures and or purpose associated with a Italics Instructions particular worksheet Black Text Calculated
22. ar 2015 G 20000 Gg 200 Per Program Cost Po A 6 4 3 2 Open Bulk Measure Selection Form The Bulk Measure Selection form is launched by clicking the Bulk Measure Selection button shown in Figure 22 below This form allows the user to add all measures mapped to a particular initiative in the Formatted Measure List 1 Select the measure specifications in each drop down in the form As each drop down is selected the options in the next drop down will filter accordingly For example if a user selects Residential only residential initiatives would be options for selection 2 Specify the program year the year the program will begin to deliver savings 3 The user can choose to enter placeholder values for the quantity participation incentives and variable program costs and A Click Add All Measures in the Selected Initiative to add all measures e 27 CDM Energy Efficiency Cost Effectiveness Tool User Guide Final v2 2015 03 26 bes leso Independent Electricity System Operator Figure 22 Bulk Measure Selection Blank Form gt Ngan Design Module Bulk Measure Selection Te Bulk Measure Selection Option Active TS Sector y Initiative Py Early Replacement G i Weather Sensitive Dx or Tx Connected E Program Year Optional Placeholder Information Quantity units IS Incentive unit Variable Program Cost unit Figure 23
23. at the measure level for example initiative evaluations sector level marketing etc Once the Measure Selection form is complete the initiatives programs and program years input by the user will appear in the worksheet The user must input the costs in the table in nominal dollars the tool will convert the costs to real dollars In the event that costs are incurred outside of the program year the user must convert the dollars to reflect nominal amounts for a given year For example if costs for a marketing campaign are 20 000 spent in 2014 the year before a program is expected to begin delivering savings these costs must be adjusted for inflation to reflect the costs in nominal dollars for the year in which the program is expected to begin to deliver savings 2015 Assuming the inflation rate is 2 the costs for the marketing campaign input into the tool for 2015 should be 20 000 x 1 02 15 2014 20 400 Alternately the user can input a 2014 program year with no savings into the Tool and populate the Tool with nominal dollars Figure 24 Program Budget Worksheet where applicable The table below will dynamically populate based on the programs selected in the previous step Costs should be in nominal dollars and should account for costs associated with the program year even if those costs are incurred in another calender year Create New Program Budget will populate the table below with the selected initiati
24. cell These cells columns contain formulas that are essential to the calculation of the tool in most cases these cells are locked and e Te Calculated columns cannot be modified by the user These instructions indicate a step that is critical or a mistake Red Text Caution that is common that may result in an error in the tool Special care should be taken when these instructions are encountered 9 CDM Energy Efficiency Cost Effectiveness Tool User Guide Final v2 2015 03 26 leso Independent Electricity System Operator 3 Module Overview This section provides a detailed description of each module the user may interact with Users do not interact with the calculation engine However it will be described in detail in Appendix A Calculation Engine for information purposes Figure 4 provides a detailed map of the Tool s architecture Each node represents a worksheet in the Tool The dotted grey lines indicate the boundaries of each module The arrows indicate how information flows between the modules The figure and the Tool itself are colour coded for easy navigation and reference Users may need to interact with all modules in the Tool However specific use will depend on the type of user and the assessment being performed Figure 4 Cost Effectiveness Tool Architecture Program Design Module Calculation Engine Results Module Step 1 Levelized Rates Table Program Level Cost Step 3
25. ch measure Figure 6 Components Defining a Measure Measure Component Component Description A YES NO flag specifying whether a measure is available through programs Active E currently active in the marketplace The marketplace sector in which the conservation technology will be Sector implemented can also contain the program name e g Consumer Business Low Income imitative The initiative that the conservation technology is mapped to and delivered through e g Appliance Program Heating amp Cooling Program End Use The high level group of technologies e g lighting HVAC The conservation technology offered installed or the conservation action Conservation Measure undertaken A concise description ofthe conservation technology or action that makes the Measure Description measure easier to identify The base technology that is used to determine the amount of savings that can be Base Measure achieved by implementing the conservation measure End Use Load Profile The chape of the annual electricity use of the measure in terms of eight season and time of use buckets A YES NO flag specifying whether the base measure is replaced before the end of Early Replacement life this impacts the baseline electricity use used to calculate savings and incremental costs or participant costs Weather Sensitive Peak A YES NO flag specifying whether the conservation measure is weather
26. count rate transmission and distribution system losses avoided cost and ratepayer assumptions the Tool calculates preliminary resource savings and cost effectiveness test metrics during implementation e 5 CDM Energy Efficiency Cost Effectiveness Tool User Guide Final v2 2015 03 26 GG leso Independent Electricity System Operator Before using the Tool for program assessment purposes users are expected to have a pre populated version of the Tool containing the programs initiatives and measures the user wishes to assess The user must also have participation data by measure spending information by initiative and or program and any updates to initial program design concepts 1 1 3 Program Evaluation during post implementation Using a combination of program specific data as input by the user measure specific data and other relevant data e g discount rate transmission and distribution system losses avoided cost and ratepayer assumptions the Tool calculates evaluated resource savings and cost effectiveness test metrics Before using the Tool for program evaluation purposes users are expected to have verified measure specific assumptions verified number of participants actual incentive and program costs and verified net to gross ratios 1 2 Structure of User Guide This User Guide first provides an overview of the Tool s architecture and provides a high level description of the functionality of each module The User Guid
27. e sector or program initiative and program year the user has selected in the Program Design Module This button will also collect the external inputs and aggregate them into the results The user also has the option to clear the results from the table The table will display the results of each cost effectiveness test TRC SC PAC RIM PC LC and will specify the cost and benefit components for each test Figure 31 Detailed Cost Effectiveness Results This worksheet will calculate all cost effectiveness parameters include 5 Pene its costs Benefit Cost BC ratios net benefits levelized costs and aggregate savings costs and incentives at the initiative portfolio level Please be patient this process takes a moment CAUTION Please ensure that all inputs have been populated including the Program Budget Input and DR Input worksheets If the button on Program Budget Input is not run a N A error will appear to fix this click the button on the Program Budget Input tab Clicking the Calculate Portfolio Cost Effectiveness button will also populate the Summary CE Results tab Click here to view the Summary Cost Effectiveness Results Click here to update the Program Budget Input worksheet Calculate Clear Portfolio Portfolio Cost Cost Effectiveness Effectiveness Results Results Total Resource Cost TRC Test Societal Cost SC Test SECTOR INITIATIVE PROGRAM YEAR Benefits Costs BC Ratio
28. e then provides detailed and step by step instructions for the tool s various functions in each module worksheet The User Guide then outlines selected scenarios and references the sections in the User Guide that are relevant for that scenario An appendix outlines the functionality within the calculation engine of the Tool e 6 CDM Energy Efficiency Cost Effectiveness Tool User Guide Final v2 2015 03 26 GG leso Independent Electricity System Operator 2 Tool Overview The Tool consists of modules that provide different functionalities for the user e The Defined Inputs Module houses the repository worksheets of both load profiles and measures The module also provides the option for users to create custom load profiles e The Program Design Module allows the user to create and select measures and specify initiative and program level information to calculate cost effectiveness metrics e The Results Module displays the cost effectiveness metrics in varying levels of detail for the measures initiatives and programs the user selected in the program design module e The Admin Input Module allows the Tool administrators to input consistent assumptions so all users are working with the same assumptions The tool works though each module to arrive at cost effectiveness results at the measure initiative program and portfolio level The Defined Inputs Module contains the measures available to users in the Program Design Module A measure
29. ectiveness at the measure level The user will not have access to the worksheets included in this module However the Calculation Engine calculations and logistics are outlined for interested users Levelized Rates Table The Levelized Avoided Cost worksheet and Levelized Rates Levelized Avoided Cost Tables tables translate the avoided cost input and ratepayer assumption a table from the Admin Input Module into a levelized value that can Ria be used to easily compute the lifetime benefits and costs of CDM resources VBA References The Measure CE Results worksheet uses both the user inputs e g measure selection participation program years incentive levels etc and the assumptions embedded in the Formatted Measure List worksheet e g KW and kWh savings EUL etc to calculate the cost effectiveness at the measure level At this point only measure specific program costs are accounted for Other program and portfolio level costs are not included in these calculations The VBA References worksheet is essential to the mechanics of the cost effectiveness tool and provides the equations required for cost effectiveness analysis e 36 CDM Energy Efficiency Cost Effectiveness Tool User Guide Final v2 2015 03 26 GG leso Independent Electricity System Operator
30. ed Distribution system losses by transmission connected customers and do not include line losses that occur from the distribution system Distribution system losses account for line losses experienced by distribution connected customers and include losses that occur between the transmission system and the customer or end user e 30 CDM Energy Efficiency Cost Effectiveness Tool User Guide Final v2 2015 03 26 bes leso Independent Electricity System Operator Figure 27 CE Parameters Worksheet TT EE OPA admin users can modify the assumptions AT ATT used in the calculation of lifetime benefits and Parameters costs for each measure initiative and program Input the assumptions in the yellow cells in column F Cost Effectiveness Parameters Base Year of Projections Discount Rate real Societal Discount Rate real Inflation Rate Transmission System Losses Distribution System Losses 4 7 Admin Inputs The tool is designed to calculate cost effectiveness using both a winter peak demand definition and summer peak demand definition Using the drop down users must select which peak demand definition to use in the calculations The default in the tool is summer peak demand Please refer to the IESO EM amp V Protocols and Requirements for peak demand definitions and policies The Tool also contains an option Display Format to modify the user input forms to fit
31. ents available on the IESO website It is recommended that users review that guide prior to designing their conservation program and prior to using the Tool 1 1 How the Tool Supports the Lifecycle of Conservation Programs pu Program Program Evaluation Design Program Tracking 1 1 1 Program Design pre implementation The Tool is primarily a mechanism for program design and planning Though the Tool does not guarantee actual results in terms of measure level or program level resource savings or cost effectiveness it can provide a baseline to track against Using a combination of program specific data as input by the user measure specific data and other relevant data e g discount rate transmission and distribution system losses avoided cost and ratepayer assumptions the Tool calculates forecasted resource savings and cost effectiveness test metrics Before using the Tool for program design purposes users are expected to have developed a program concept and preliminary program design The program design should be focused on a particular target market and should identify applicable measures and measure specific assumptions for number of participants incentive costs net to gross ratios and program costs All key program design elements are inputs to the Tool 1 1 2 Program Tracking during implementation Using a combination of program specific data as input by the user measure specific data and other relevant data e g dis
32. et Input worksheet dynamically populates the programs initiatives and program years based on the measures selected by the user The user can then input any program costs i e not customer incentives that are not incurred at the measure level for example marketing evaluation or overhead administration costs The worksheet contains detailed cost categories such as market research and customer care e 12 CDM Energy Efficiency Cost Effectiveness Tool User Guide Final v2 2015 03 26 bes leso Independent Electricity System Operator The DR Input worksheet allows the user to input results from external cost effectiveness tools so the results can be incorporated into the portfolio cost effectiveness assessment Once the user completes all four steps in this module the information is passed to the calculation engine to calculate the cost effectiveness metrics Users can then view results in the Results Module 3 3 Results Module The Results Module contains three worksheets that provide cost Figure 8 Results Module effectiveness results in varying levels of detail for the inputs provided Results Module in the Program Design Module Program Level Cost Effectiveness Results e The Initiative Portfolio CE Results worksheet provides d detailed cost effectiveness results D ari Measure Level e The Measure Savings Results worksheet provides lifetime Savings Results savings atthe measure level and e The S
33. f units etc Incentive level specify the incentive level per unit for the measure selected Variable program costs specify any costs that can be considered to vary with participation Keep in mind which costs are input in Step 3 program costs to avoid double counting 6 Click Add Measure to include the measure in the cost effectiveness analysis Figure 20 Single Measure Selection Blank Form Program Year ES Design Module Measure Selection Active e Sector Gi Initiative ba End Use le Conservation Measure nd Measure Description y Base Measure bd Load Profile y Early Replacement y Weather Sensitive gt Tx or Dx Connected 7 Quantity Incentive Variable Program Cost Le units S unit S unit 26 CDM Energy Efficiency Cost Effectiveness Tool User Guide Final v2 2015 03 26 ieso Independent Electricity System Operator Figure 21 Single Measure Selection Example Completed Form a Design Module Measure Selection ea Active Yes Sector consumer o Initiative HVAC Initiative End Use Space Cooling and Heating KM Conservation Measure ENERGY STARG CENTRAL AIR CONDITIONER y Measure Description SEER 15 Gi Base Measure SEER 13 Central Air Conditioner ind Load Profile PsP Consumer Residential AC Ce y Early Replacement No y Weather Sensitive No e Tx or Dx Connected px y Program Ye
34. f your worksheet and click Enable Content i this waming does not appear click File gt Options gt Trust Center gt Trust Center Settings gt Macro Settings and finally select Enable 4 al macros Each section of the too is grouped linked assumptions or key cal p Us Guide that accomp Modules are s colour coded 7 Tool Structure cl Contains a summary of the results of a 2015 2020 COM Plan ply click on the hyperlink to reach the worksheet you are lt module Some tabs are locked or hidden where stands Worksheet names are directly linked portfolio designed within the Program Design section of the Too for input into CDM plans Detailed COM Plan IN MODULE Main input worksheets for the average user for Custom Measure input program design purposes Users create and select Menu Selector dEl measures associated mih programs and input e 13 gram Design u User Inputs 16 RESULTS MOQULE module provided 18 Results za ADMIN INPUT MODULE Description of High level function of input assumptions within worksheet outlined e g 2 IESO Adrran Inputs these worksheets the average user does not need 23 to interact with this module user input administrative MOQULE Users can create custom load profiles that can be used uh
35. gle Measures The Single Measure Selection form is launched by clicking the Single Measure Selection button shown in Figure 20 below This form allows the user to select a single measure to add to the cost effectiveness analysis e 25 CDM Energy Efficiency Cost Effectiveness Tool User Guide Final v2 2015 03 26 leso Independent Electricity System Operator 1 Select the measure specifications in each drop down in the form As each drop down is selected the options in the next drop down will filter accordingly For example if a user selects Residential only residential initiatives would be options for selection 2 Select Yes or No for the early retirement scenario This field only presents both options when early retirement information is specified in the measure list 3 Select Yes or No for the weather sensitive selection This field only presents both options when a weather sensitive measure is specified in the measure list 4 Select Dx or Tx for the Tx or Dx connected selection This field only presents both options when a measure is specified as both Tx and Dx connected in the measure list 5 Input additional program information Program year specify the year the program will begin to deliver savings Quantity participation specify the quantity of measures implemented Note that the participation metric may be different for different measures e g of projects o
36. he measures to assess for cost effectiveness e The third worksheet is step three Program Budget Input contains a dynamic user interface to input program budgets and e The final worksheet DR Input is step four and contains a user interface to add results from external sources for example the DR Cost Effectiveness Tool The Custom Measure Input worksheet is an optional step that allows the user to create any new measures that are not already defined within the Formatted Measure List worksheet Once measures are populated within the Formatted Measure List they can be used in step 2 The user interface in this worksheet is very flexible and will allow the user to input a wide range of values names etc Users must exercise caution when inputting measures to ensure that the information is descriptive accurate and appropriate The Measure Selection CE Results worksheet allows the user to select any combination of measures found within the Formatted Measure List to be included in the initiative s and program s that will be assessed for cost effectiveness At this stage users input program design considerations such as the program year participation incentives and any variable program costs Once the measures are selected the user can still modify the program year participation incentives and variable program costs and view cost effectiveness results at the measure level The Program Budg
37. ield Name Field Description First Year Natural Gas Savings MMBtu Any reduction in natural gas use directly resulting from the implementation of the new measure i e the different between the natural use of the base and conservation measure or action Please note that there can be negative natural gas savings i e increase in natural gas use if this is the case it should be input as such Net To Gross Demand Net To Gross Energy The ratio that is applied to the kilowatt or kilowatt hour savings to reflect only savings attributable to the program the intended program delivery will impact this number The same measure delivered through two initiatives may have a different Net to Gross The Net to Gross for demand and energy may be the same for certain measures and programs EE Full Installed Cost The full cost to the participant to implement the conservation measure or action Baseline Full Installed Cost The full baseline cost for example the cost of the existing equipment to be replaced the cost of the code compliant equipment that would have replaced the participant s equipment Incremental Life Cycle Cost The incremental cost to the participant to implement the conservation measure or action over the lifetime of the measure also referred to as participant cost This is a calculated field e Ifaparticipant is replacing equipment at the end of its useful life the Incremental
38. ist Part of the administrative functions associated with the Tool is maintaining the integrity of the Formatted Load Profile List e 11 CDM Energy Efficiency Cost Effectiveness Tool User Guide Final v2 2015 03 26 GG leso Independent Electricity System Operator The Custom Load Profile Input worksheet contains the user interface to add new load profiles to the Formatted Load Profile List Users can add load profiles using two methods 1 Hourly Method load profiles are generated from 8760 hourly load information for a desired custom load profile and or 2 Seasonal Method load profiles are populated in the Tool using an eight season and time of use breakdown of electricity use for a desired custom load profile Users must also know the peak demand metrics to use this method 3 2 Program Design Module The Program Design Module contains four worksheets that outline Figure 7 Program Design Module the steps needed to design a program to assess for cost Program Design Module effectiveness using the Tool The four steps must be completed in Step 1 Measure Creation e The first worksheet Custom Measure Input is step one optional Step 3 Program Costs sequence and contains a user interface for the creation of custom measures Step 2 Step 4 aa Measure External e The second worksheet Measure Selection amp CE Results is SE EE step two and contains a user interface to select t
39. ld be Measure Description descriptive enough that it can be selected from a drop down list with ease in the program design phase The new measure s assumed baseline technology Base Measure Please take note of any policies within the IESO s EM amp V Protocols and Requirements The load profile used to determine the new measure s seasonal savings and peak demand savings Load Profile Please note that new load profiles can be added to the repository and used when creating a new measure See section 4 1 for more information Whether or not a measure s peak demand savings should be calculated using a Weather Sensitive Load weather sensitive peak demand definition Profile Please take note of the definition within the IESO s EM amp V Protocols and Requirements Distribution System Whether or not a measure is connected to a distribution system connected Connected Measure customer or a transmission system connected customer Measure Details The Measure Details section allows the user to specify the assumptions used to calculate resource savings and certain costs The form will automatically calculate certain fields based on the standard calculation for that particular metric However the user has the option to override the standard calculations The standard calculations should not be overridden unless the user has a reason to override them When developing the assumptions users should align with the IESO EM amp V Protocols
40. nfirm the name of your initiative program etc is consistent with the summary results you wish to see results are aggregated by initiative and program name ensure all data is consolidated and easily accessible The Custom Measure Input worksheet contains four buttons 1 Define Custom Measure activates a user form to add a custom measure and its associated assumptions once the user clicks the Add Measure button within the form the measure is added to the table from column B to column AF in the Custom Measure Input worksheet 2 Delete Custom Measure s allows the user to delete a custom measure by selecting any cell from column B to column AF in the Custom Measure Input worksheet within the row of the measure to be deleted 3 Clear All Custom Measures allows the user to clear the table in columns B to AF and 4 Add Custom Measures to Formatted Measure List transfers the custom measures created by the user to the Formatted Measure List from the table in column B to column AF in the Custom Measure Input worksheet Tool Tip Prior to inputting custom measure data into the tool organize the measures so similar measures are grouped together When inputting new measures the input form does not automatically close after a measure is added therefore different components can be changed the measure name updated and added to the formatted measure list Keep in mind that the combination of the mea
41. reason for overriding the standard calculations This field enables a calculation of peak demand after the user has Calculate Peak Demand after selected the option to override energy and demand savings calculations Override This is typically used if a user has a load profile and demand or energy savings but may not have peak demand savings values 4 3 Measure Selection amp CE Results The Measure Selection amp CE Results worksheet allows the user to select measures to include in the cost effectiveness assessment and to specify program design parameters such as program year incentives participation and variable program costs 1 The deferred replacement credit credit is calculated based on the present value of the difference between two infinite streams of replacement costs one in which the baseline equipment is first replaced after the equipment s RUL and the other in which the baseline equipment replacement is deferred by the expected useful life EUL of the retrofit measure less the RUL of the early retired equipment e 24 CDM Energy Efficiency Cost Effectiveness Tool User Guide Final v2 2015 03 26 GG leso Independent Electricity System Operator Tool Tip compile and check all measure data for the program that will be assessed e program year s incentive costs participation quantity incentives and variable program costs ensure all data is consolidated and easily accessible
42. reflect the dollar year of the avoided cost assumptions provided the values used in the model are automatically converted from the year specified in this cell to the base year specified in the CE Parameters worksheet Sources of the original data are provided at the bottom of the input table EN Avoided Energy Cost by Season and Time of Use Period 2007 MWh EE 8 Summer On KA heal ee Peak E Summer Shoulder Shoulder Generation Transmission Distribution Mid Peak Mid Peak Off Peak 34 E 0 4 10 Viewing Results Once all other steps are complete i e measures are selected program budget is input and external inputs are added the results can be viewed by the users There are three ways to view results in the Tool 1 Detailed cost effectiveness results at the initiative program and portfolio level 2 Detailed measure level savings calculations 3 Summary level cost effectiveness results at the initiative program and portfolio level 32 CDM Energy Efficiency Cost Effectiveness Tool User Guide Final v2 2015 03 26 leso Independent Electricity System Operator 4 10 1 Detailed Cost Effectiveness Results The detailed cost effectiveness results can be found in the Initiative Portfolio CE Results worksheet To view the results the user must click the Calculation Portfolio Cost Effectiveness Results button This button will dynamically populate the table within the worksheet with th
43. rs input the ratepayer cost Rates Table assumptions provided by OPA Input ratepayer assumptions by year in column D The value in cell F4 should reflect the dollar year of the ratepayer assumptions provided the values used in the model are automatically converted from the year specified in this cell to the base year specified in the CE Parameters worksheet If needed the user can modify the ratepayer cost analysis years in column C Inflation Rate 2 Adjusted for inflation 2007 Electricity Natural Gas Year Water Propa 2007 kWh 2013 kWh 2013 MMBtu Di 2013 L E 0 09 0 10 50 169 0 000004178 0 49 0 57 0 11 0 167 0 000004178 0 40 0 11 0 168 0 000004178 0 42 0 168 0 000004178 0 44 0 52 0 167 0 000004178 0 40 0 47 4 9 Avoided Cost Table When the avoided cost table is modified the dollars must be input in real dollars De the table must be tied to a particular base dollar year Specify the base year in cell C4 and input the new values in the shaded area Tool Tip the base year of the avoided cost table assumptions does not need to align with the base year specified in the Tool The Tool will align the base years Figure 30 Avoided Cost Worksheet TC OPA Admin users input the avoided cost A ae assumptions provided by OPA Input the avoided cost values in the yellow cells The value in cell C4 should
44. ry it cannot be used in new measure design Lire CAUTION If the load profile name is already in the repository the load profile cannot be added 3 Custom Load Profiles load profile name consists of all headings in the table below marked with Use the buttons to add and remove custom load profiles Add CustomLoad Profile Without 8760 Data if 8760 data is not available click the button to open the form and add the information note energy load profile must sum to 100 Add Custom Load Profile with 8760 Data if 8760 data is available input the information on the right hand side of this worksheet according to the instructions once this is complete click the button Add Custom Load Profiles to Formatting Load Profile List Once all desired custom load profiles have been added click this button to rofile from the table below select any cell i Ad Add Custom Delete Selected Clear All Custom Load Profile Custom Load Formatted Load Seasonal Meti Profile Load Profiles Profile List nthe row of the measure you would like to Button 4 Winter Mid Summer Load Profile Source Sector Segment Load Profile Name Winter Peak Winter Off Peak Peak Peak Figure 11 Custom Load Profile Hourly Method Sector Button Button 5 6 Segment Load Profile Name Add Custom Load Profile Hourly Clear Hourly Data Method Year Average Load kW 0 00 0 00 0 00 Hourtndex 1 Date WMOONYYW Te Profie mer SE
45. s is a yes or no field the default is no The number of years until the existing equipment would remain in Remaining Useful Life Y US AR operation had the conservation technology not been installed The kilowatt savings during the remaining useful life RUL Base Case kW The savings are defined as the difference between the existing conservation measure or action and the new measure or action The kilowatt hour savings during the remaining useful life This is a calculated field that may be overridden if the Override checkbox is selected Remaining Life Annual Energy Savings kWh The peak kilowatt savings during the remaining useful life Remaini Life S Peak e eee ee This is a calculated field that may be overridden if the Override D d kW ona checkbox is selected Remaining Life Natural Gas Savings MMBtu The natural gas savings during the remaining useful life Remaining Life Water Savings Litre The water savings during the remaining useful life This is a calculated field that is calculated by subtracting the deferred Remaining Incremental Life Cycle replacement credit from the EE Full Installed Cost Cost Please refer to the IESO CDM Cost Effectiveness Guide for more information regarding the participant cost This field allows the user to override the standard energy and demand Override Energy and Demand calculations Savings Calculations The user should have a specific
46. s to add and manage custom load profiles Tool Tip Before adding a new load profile cross check the load profile against the existing Load Profile List if it does not already exist ensure all data is consolidated and easily accessible The Custom Load Profile Input worksheet contains six buttons as shown in Figure 10 and Figure 11 below 1 Add Custom Load Profiles To Formatted Load Profile List allows the user to transfer the custom load profiles to the Load Profile List once all new custom load profiles have been reviewed by the user Add Custom Load Profile Seasonal Method when 8760 data is unavailable this button populates the table in columns B to Q Delete Selected Custom Load Profile allows the user to delete a custom load profile by selecting any cell from column B to column Q within the row of the load profile to be deleted Clear All Custom Load Profiles allows the user to clear the table in columns B to Q Add Custom Load Profile Hourly Method calculates the load profile when 8760 data is available and populates the table in columns B to Q and Clear Hourly Data clears the hourly data in the input table e 15 CDM Energy Efficiency Cost Effectiveness Tool User Guide Final v2 2015 03 26 GG leso Independent Electricity System Operator Figure 10 Custom Load Profiles Defined inputs Users can create new load profiles to add to the repository If the load profile is not in the reposito
47. sensitive Demand as defined in the IESO EM amp V Protocols and Requirements A Dx Tx flag specifying whether the conservation measure will be implemented Dx or Tx Connected by a customer that is connected to the distribution system Dx or transmission system Tx If a measure is not found within the Formatted Measure List the user can create a new measure within the Program Design Module discussed in the next section If the user adds custom measures they will only be visible in their version of the Tool It is important to maintain consistency and discipline between versions of the Tool to ensure that the Formatted Measure List contains what the user needs Part of the administrative functions associated with the Tool is maintaining the integrity of the Formatted Measure List The Formatted Load Profile List worksheet contains the load profiles that are used within the definition of a measure The Tool is pre populated with a standard list of Residential and Commercial Load Profiles The load profiles within this list are used to calculate the peak demand savings for custom measures and to divide the annual kilowatt hour savings into eight season and time of use savings to develop the avoided supply cost component used in several cost effectiveness tests A load profile cannot be referenced in the Formatted Measure List or used to create a custom measure unless it is within the Formatted Load Profile L
48. stom Measureto Add a custom measure use the drop downs to specify 4 2 1 an Existing Initiative the sector and initiative the custom measure will be 4 3 1 added to bulk add the existing initiative Add a New Initiative with Collect the data for the existing measure s add custom 4 2 1 Existing Measures measures inputting the existing measure data with the 4 3 1 new initiative name ensure the name is unique bulk add the new initiative Add a Program or Create a custom dummy measure with 0 savings 4 2 1 Portfolio Level Budget name the sector or initiative All or another 4 3 1 descriptive name add the single measure in the 4 4 program design module with 0 participation and measure level costs for the program years in which a program or portfolio level budget is required the dummy measure will appear in the program budget input step Update Participation Using the pre populated tool update the columns in the 4 10 1 and or Incentives for measure selection and CE results tab Existing Initiative Add a Program Year to an Add the measure in the Measure selection and CE 4 3 1 or 4 3 2 Existing Initiative results tab specifying the additional year 35 CDM Energy Efficiency Cost Effectiveness Tool User Guide Final v2 2015 03 26 eso Independent Electricity System Operator Appendix A Calculation Engine The Calculation Engine allows the tool to calculate savings and Figure 35 Calculation Engine cost eff
49. sure description fields create the unique measure ID and duplicate measures cannot be added e 18 CDM Energy Efficiency Cost Effectiveness Tool User Guide Final v2 2015 03 26 GG leso Independent Electricity System Operator Figure 14 Program Design Module Custom Measure Users can create custom measures to add to the repository Formatted Measure List If the measure is not in the repository it cannot TASAS be used in the next step in the program design module EE CAUTION If the measure name is already in the repository the measure cannot be added a measure name consists of all headings in the table below marked with Use the buttons to add and remove custom measures Define Custom Measure Activates the form to input custom Delete Custom Measure s To delete measures in the table below click or hig Clear All Custom Mea res Add Custom Measures measure information and add it to the table below if the entire form is not visible select small format in the drop down in the ADMIN OPTIONS tab belo light any cell in the row of the measures you wish to delete and click the button sh te ormatted Measure List Define Custom Delete Custom Clear All Custom Measures to Measure Measure s Measures Formatted Measure List ACTIVE SECTOR INITIATIVE END USE CONSERVATION MEA SURE MEASURE DESCRIPTION BASE MEASURE
50. t Year Energy Savings kWh RUL Water Savings Litre First Year Demand Savings kW L RUL Natural Gas Savings MMBtu Peak Demand Savings kW PER Incremental Life Cycle Cost First Year Water Savings Litre IT D First Year Natural Gas Savings MMBtu IT D Net To Gross Demand 0 00 IT EE Full Installed Cost IT Baseline Full Installed Cost IT Incremental Life Cycle Cost rr I Override Energy and Demand Savings Calculations Ee l E zi Measure Description The Measure Description section allows the user to specify the details of the new measure the combination of the ten fields create the measure s unique ID Through this form the user can choose to create the measure as part of an existing initiative or program or create a new program or initiative A new program or initiative is added by creating a new measure with a new initiative or program name that is not currently in the Formatted Measure List e The Tool provides results at the initiative and program levels based on the initiative and program name If a new measure is intended to be an addition to an existing program or initiative the user should ensure that the program and or initiative name aligns with the names currently found in the Formatted Measure List e Conversely if the user would like to separate the results of the model they can modify the initiative and or program name e The drop down options in each field allow
51. ummary CE Results worksheet provides consolidated Summary Cost Effectiveness Results summary cost effectiveness results d The Initiative Portfolio CE Results worksheet provides a breakdown of the cost effectiveness metrics TRC SC PAC PC RIM LC for each initiative sector and program year and combinations thereof This worksheet provides for each test the benefits costs net benefits and net benefit ratio The initiatives programs and program years displayed will reflect those selected by the user in the Program Design Module and the outputs from the external cost effectiveness tools The Measure Savings Results worksheet provides the measure level savings over the lifetime of the conservation measure The savings will begin to appear in the program year specified by the user and will terminate at the end of the measure s effective useful life EUL taking into account any early retirement scenarios The savings are displayed as net peak demand and energy savings at the generator level De including transmission and distribution losses and gross peak demand and energy savings at the generator level The Summary CE Results worksheet provides a snapshot of the cost effectiveness metrics including the TRC ratio the PAC ratio Figure 9 Admin Input Module and the LC metric In this worksheet only the net benefit ratio is F displayed and the LC MW year and MWh metrics geen Effectiveness Parameters 3 4
52. varying screen resolutions When Small Format is selected a scroll bar will be added to certain user forms to improve the user experience Figure 28 Admin Inputs Worksheet OPA admin users can modify the definition of peak demand summer or winter and the display format MN depending on screen resolution Administrative Options Select the peak demand definition from the drop down in cell B5 Select the display format from the drop down in cell B11 CAUTION if modifying peak demand to winter from summer the avoided cost assumptions may also need to be modified Click here to go to the avoided cost assumptions worksheet Peak Demand Savings Definition Note Small Format is recommended for displays with a resolution of 1024x768 or lower 4 8 Ratepayer Assumptions Table When the ratepayer assumptions table is modified the dollars must be input in real dollars De the table must be tied to a particular dollar year Specify the base year of the ratepayer assumptions analysis year in cell F4 and input the new values in the shaded area Tool Tip the base year of the rates table assumptions does not need to align with the base year specified in the Tool The Tool will align the base years e 31 CDM Energy Efficiency Cost Effectiveness Tool User Guide Final v2 2015 03 26 GG leso Independent Electricity System Operator Figure 29 Rates Table Worksheet OIT MER OPA Admin use
53. ves and programs Once this button is clicked input the program level budgets Delete Budget will clear the table below CAUTION To ensure the cost effectiveness calculations are properly completed click Create New Program Budget even if there are no program id Button 1 aoe Table dynamically populates y Create New Program Budget PROGRAM YEAR SECTOR INITIATIVE P E Total H S 4 5 External Inputs The DR Inputs worksheet allows the user to input the cost effectiveness results from external cost effectiveness tools for example the DR Cost Effectiveness Tool to compute combined cost effectiveness results at the portfolio level Program Design Module Users can input program budgets by initiative program or portfolio by year Program Budget Delete Budget Tool Tip complete the cost effectiveness assessment in the external Tool for the measures initiatives and programs to be incorporated into the portfolio level cost effectiveness Ensure assumptions are aligned e g inflation rate discount rate base year etc and all costs are reflected e 29 CDM Energy Efficiency Cost Effectiveness Tool User Guide Final v2 2015 03 26 GG leso Independent Electricity System Operator It is important to ensure that the same parameters in the Admin Input Module are used in the external cost effectiveness tool to ensure the results can be properly aggregated
54. vings cin 33 4 10 3 Summary Cost Effectiveness Results cnica 34 2 CDM Energy Efficiency Cost Effectiveness Tool User Guide Final v2 2015 03 26 eso Independent Electricity System Operator EE EEN 35 Appendix A Calculation Engine cnica 36 e 3 CDM Energy Efficiency Cost Effectiveness Tool User Guide Final v2 2015 03 26 bes leso Independent Electricity System Operator List of Figures Figure 1 High Level Tool OvervieW mc 7 Figure 2 Guide W orksShe et anna AAA ao 9 FL UTE 3 Tool Legend a Eeer 9 Figure 4 Cost Effectiveness Tool Architecture commniniininn 10 Fig re 5 Defined Inp ts Mole ea 10 Figure 6 Components Defining a Measure mmm a 11 Figure Program Design Mod Uli ia AAA N 12 Figure 8 Results Modulada 13 Figure 9 Admin Input Module nm a 13 Figure 10 Custom Load Profiles cenit cies 16 Figure 11 Custom Load Profile Hourly Methode 16 Figure 12 Custom Load Profile Seasonal Method cocine eran rear 17 Figure 13 Custom Load Profile Hourly Method ENEE 18 Figure 14 Program Design Module Custom Measure coccion ear 19 Figure 15 Custom Measure Input Forn nn ntnnntnnnnananna nnna 20 Figure 16 Measure Description FieldS cnnnniiiininninimmmn iiaii iatana ei deiaiaa 21 Figure 17 Measure Details Field Descriptions ENEE 22 Figure 18 Early Replacement Field Descriptions ENEE 24 Figure 19 Program Design Module Measure Selection cocos reee rare 25 Figure 20 Single Measure Selection Blank Form EE
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