Fundamentals of Measurements and Verification


June 17, 2014 @ 9:00 am – June 19, 2014 @ 5:00 pm
Albany, NY
Lauren McFeeley(607) 277-6240 ext 282E-mail


Course Description

Presented by PSD and the Association of Energy Engineers (AEE) this comprehensive training course is designed to provide the necessary training for those seeking to achieve the status of Certified Measurement and Verification Professional (CMVP). More details about the CMVP designation can be found at

Proven energy savings are now playing a significant role in financing energy management programs, whether through energy performance contracts or through emission trades under schemes such as the clean development mechanism of the UNFCCC. While interest in savings data is growing, the state of the art in determining savings has also been rapidly evolving. This seminar will examine current best practices for determining and documenting savings, specifically reviewing the current edition of the International Performance Measurement & Verification Protocol (IPMVP).

Attendees will learn the process of designing a proper M&V program for their projects, including cost/accuracy tradeoffs, baseline adjustments, interactive effects, types of savings, maintaining transparency, and analysis methods. Examples of specific techniques will be presented, along with common pitfalls which can result in unreliable savings reports. These techniques are central to management under the new ISO 50001 standard for Energy Management Systems. Class time will include problem solving and debate.

Through participating in a “fundamentals” course, persons experienced in M&V will also appreciate the assembly of all of the issues, the debates, and engagement at their own level with expert instructors.  The CMVP exam will be administered at the close of instruction on day three of each seminar to those who have qualified in advance to sit for the exam by submitting a completed CMVP application and fee. Advance reading of IPMVP Volume I (available at would be useful reading before the exam, though not required.

Accreditation: 2 AIA CEUs, 20  PDHs

Registration includes all workshop material & continental breakfast and lunch daily.

Course Outline

Reasons for M&V
• Types of uses for M&V
• M&V’s role in financing

Current M&V Protocols
• Relationship of IPMVP and other guidelines

• Its evolution
• Overview of IPMVP Options A, B, C & D

Developing an M&V Plan
• Principles of M&V
• Scope of energy to be monitored
• Differences between M&V for industry and for buildings
• “Cost avoidance” or “normalized savings?”
• Choosing independent variables for routine baseline adjustments
• Sources of data
• M&V budgets
• Selecting the baseline period and data
• Measurement systems design, commissioning & maintenance
• Baseline analysis methods
• Various forms of savings computation
• Valuing savings
• Routine procedures and QC
• Managing the uncertainty created by sampling, metering, modeling and unknowns
• Bias and rounding
• Reporting procedures
• Coordinating with other purposes
• When to do the M&V Plan

Current Issues in M&V
• Coping with missing data
• Cost/uncertainty tradeoffs
• Monitoring IAQ

Baseline Adjustment
• Why they are necessary
• Who does what, when

Key Elements of Success: Theory & Examples of IPMVP Options 

• Details of IPMVP methods
• Retrofit isolation (IPMVP Options A & B): Instrumentation issues
• Whole facility (IPMVP Option C): Utility billing issues
• Calibrated simulation (IPVMP Option D): Simulation issues
• Lessons from tough experience

Selecting Options: Which One Is Best Suited For My Project?

Adherence with IPMVP