Energy Savings M&V Fundamentals and IPMVP (PMVA Certification Preparatory)

It demonstrates your expertise and knowledge in the field of energy management, which can help you advance your career and earn higher salaries.

It provides you with a competitive edge in the job market, as employers often seek out individuals with specialized knowledge and certifications.

It helps you stay up-to-date with the latest trends and best practices in M&V, which can improve your performance and productivity on the job.

It opens up new opportunities for career advancement, as many organizations require their energy efficiency professionals to have PMVA certification.

It can also help you earn professional recognition and credibility, as PMVA certification is a widely respected and recognized credential in the energy industry worldwide.

• Understand the fundamental principles of M&V for individual energy efficiency and water projects
• Understand relevant statistical concepts and how they apply to Measurement & Verification of Energy Savings
• Understand the IPMVP four Options (including partial retrofits, full retrofits, new construction) and the essential elements and content of an IPMVP compliant M&V Plan
• Be able to provide professional advice to energy efficiency program developers, energy managers, end users, utilities, governments, financial institutions, and other parties interested in M&V, transparency and increased energy savings and facility optimization.

The course has eleven subject matter modules (see below) that mirror the body of knowledge covered on the PMVA exam.

Module 1 - Introduction to M&V

• Your Instructor 
• How about You? .
• Course: Benefits, Exam
• Definition and Context of M&V 
• Introduction to EVO and IPMVP®
• Purpose of M&V

Module 2 - Key Concepts

• Measurement? 
• IPMVP’s Basic Equation
• Adjustments of Savings
• Four Options 
• M&V Cost 
• Short Intro to Statistics 
• Reference: Definitions, Acronyms and Symbols 

Module 3 - Short Examples

• Multiple ECM Building Retrofit 
• New Building 
• Lighting Efficiency Improvement 
• Compressed Air Leakage Control 
• QUIZ (Energy Avoidance)

Module 4 - M&V Planning & Implementation 

• Why and When Do an M&V Plan?
• Fundamental Principles
• Setting the Boundary of Measurement
• Types of “Savings” 
• Baseline Data 
• Adjacent Measurement Periods 
• Measurement Equipment 
• Routine Procedures for Reporting 
• A Standard Template for M&V Plan

Module 5 - Critical Issues

• Missing Data
• M&V Budget 
• Baseline Adjustments (BLA) 
• BLA Squabble 
• Applying Utility Prices to Value Savings 
• Verification 
• Adherence 
• Case Study (BLA)

MODULE 6 – Statistics for M&V

The Language of Statistics Applied to M&V

• Sampling 
• Modelling 
• Uncertainty 
• Rounding 
• Uncertainty – Advanced Discussion 

MODULE 7 - Retrofit Isolation Details (Option A + B)

• Option B 
  Review of Method 
  Detailed Example
  Issues - Metering 
• Option A
  Review of Method 
  Detailed Example
  Retrofit Isolation Issues - Assumption 

MODULE 8 - Option C Details

• Review of Method
• Detailed Issues 
• Option C – Another example 
• Option C – RETScreen Example 

MODULE 9 - Option D Details

• Why/Why Not 
• Method/Examples 
• Industrial Processes 
• Issues

MODULE 10 - Other M&V Applications

• M&V in a Recommissioning Context 
• M&V and Monitoring and Targeting 
• M&V for Greenhouse Gas Emissions 
• Greenhouse Gas Protocol
• GHG Basics 
• GHG Calculations 
• Tools & Resources 

MODULE 11 – Summary and Review of an M&V Plan

• Adherence with IPMVP 
• Selecting an Option
• Quiz 
• Your Other Questions 

• All participants will receive a certificate of attendance after taking the course.
• Participants interested in the Performance Measurement and Verification Analyst (PMVA) certification must take the PMVA certification exam.
• View PMVA Certification information for work, education and competencies requirements.
• Attendees will receive the certification portal log-in information to upload their work and educational experience documentation shortly after signing up for seminar.

• Energy Performance Contractors, Energy Service Professionals, Energy Managers, and shared savings professionals
  
• Demand side management (DSM) program managers, evaluators, or others working at utilities, State energy offices, Government, or public administrations.
  
• Energy users implementing energy efficiency measures
  and looking to account for and bolster energy efficiency savings
  
• Facility managers properly accounting for energy budgets
  
• Building owners & property managers seeking recognition or certification for the energy efficiency of their building
  
• New building designers wishing to account for the sustainability, reduced energy usage, and emissions of their project
  
• Water efficiency project professionals
  
• Designers for emission reduction & trading
  
• Energy end users seeking ISO 50001 designation 

EVO-approved instructors are M&V (Measurement & Verification) experts authorized by EVO´s Training Committee to provide attendees with M&V training. Instructors have a teaching background and experience in the field of M&V. They are approved by the Training Committee and must renew their instructor status periodically. Based on the degree of knowledge and expertise in the M&V field, EVO qualifies instructors into three different levels: L2, L3, and L4, each of them with various attributes.The PMVA training programs are taught by L3 or L4 instructors who have gone thru EVO’s extensive approval process and who possess extensive experience on the Measurement Verification & IPMVP industry. They present the latest IPMVP best practices, M&V plans, Options for whole or partial retrofits, reporting, and opportunities for continuous improvement of energy savings.  The course will be instructed by one of the EVO approved instructors listed below. 

EVO Level 4 Instructor
Bruce Rowse, of 8020Green, is a trainer (and consultant), with a background in energy efficiency. Bruce founded and subsequently sold an early home-grown Australian Energy Services Company, and worked as an energy efficiency policy advisor in Malaysia for the Building Sector Energy Efficiency Project Bruce represents the Australian Institute of Refrigeration Air Conditioning and Heating on Australian and New Zealand Standards Committee EN001: Energy Management and Energy Auditing. He has worked with hundreds of buildings in Australia, and in sea ports across eight countries, to reduce their carbon footprint. Bruce delivers training in demand response/flexible demand, energy management, energy auditing, measurement and verification, metering technologies, and in emerging areas associated with clean energy. He is a guest lecturer at Melbourne University and RMIT University, and trains for the Energy Efficiency Council and the Sustainability Education Academy. He is Chair of the Efficiency Valuation Organization's (EVO) training committee - EVO delivers training globally in over five languages. Bruce's main focus is on developing energy and sustainability related skills and competence.

EVO Level 4 Instructor
Mark Stetz, P.E. has nearly 30 years of experience supporting performance contracts from both sides of the table. He currently works for Iconergy, a Colorado-centric energy services & consulting firm providing performance contracts to local government entities. Prior to Iconergy, Mr. Stetz supported the US DOE’s FEMP ESPC program as an M&V specialist and contributed to the FEMP M&V Guidelines 2.2, 3.0 and 4.0. More recently, he worked with Tarshid in Riyadh, Saudi Arabia developing their performance contract M&V processes. He has been active in EVO, serving as the Chair of the Training Committee (2009 – 2010), developed and presented EVO’s first Advanced M&V classes, and taught the first CMVP classes in Beijing China and Amman Jordan.

EVO Level 3 Instructor
Todd Amundson, P.E. is currently employed as the industrial engineer technical lead at Bonneville Power Administration in Energy Efficiency, where, amongst other things, he manages the development, training and application of BPA’s Measurement & Verification Protocols and Guidelines, including a Selection Guide.   A new BPA Commercial and Industrial SEM M&V Reference Guide was completed in March 2022.  This body of work provides the BPA Pacific Northwest utility customer service territory with an overview of protocols, application and reference guides and documentation for determining verifiable, reliable energy savings.Todd currently serves on the Efficiency Valuation Organization's (EVO) IPMVP technical committee and several subcommittees, as well as the Pacific Northwest SEM Collaborative leadership team and M&V working group.

EVO Level 3 Instructor
Nataka White is a Sustainability and Energy Consultant specializing in commissioning, energy cost savings analysis, field testing analysis, and portfolio level sustainability solutions for Arup, a global Engineering Consulting firm. Nataka has a diversified knowledge base, he has developed M&V plans and implemented M&V activities for several types of projects, ranging from facility decarbonization strategies, energy efficiency, utility energy efficiency programs, zero net energy projects, LEED NC/EBOM projects and ESPC projects. His meticulous mindset helps clients reach their full carbon, energy and operational aspirations, which is especially noted in his work with the PG&E On-Bill finance program in Northern California.

One of these PMVA instructors may teach one of our courses.

Measurement and verification (M&V) is a required component of Energy Savings Performance Contracts (ESPCs), particularly in federal projects. In federal ESPCs, M&V is required across several phases of the procurement process (specifically phases 3, 4, and 5) to ensure that the legally and contractually required savings guarantees are actually met. Because an ESPC is a performance-based contract—meaning the contractor (usually an Energy Service Company, or ESCO) guarantees a certain level of energy or cost savings—M&V provides the objective evidence needed to prove those savings were achieved.

The M&V process typically includes several critical requirements:

• Baseline Determination: Establishing the energy use of a facility before improvements are made to serve as a point of comparison.
• The M&V Plan: A detailed agreement on how savings will be calculated, what will be verified, and who will conduct the activities; this is considered the most important item in an energy savings guarantee.

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