Commercial Installation Field Data Specification Working Group 2017 Implementation Plan

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Working Group Description/Mission:

The Commercial Installation Field Data Specification Working Group is tasked with developing a standardized field data specification for HVAC installation and maintenance programs. This specification will be used to define and standardize field data collected by program contractors, tracked by program implementers and used by program evaluators. Field measurements formalized under this specification are intended to be used for program accomplishment progress and tracking, program impact evaluation, and customer savings calculations. The specification is an important first step toward the development of a standardized approach for establishing field performance measurement protocols to score the level of performance achieved by an installed HVAC system.

PDF of Implementation Plan

Goal #1: Launch 2017 Working Group and Develop 2017 Implementation Plan
Milestone Owner Deliverable Due Date Dependencies
  1. Develop 2017 Implementation Plan
WHPA Staff and Chair Implementation Plan 3/31/17
  • Availability of WHPA Staff and Chair
  • Willingness of members to participate in Working Group
  1. Review and Finalize Working Group Roster
WHPA Staff and Chairs 2017 Working Group Roster 3/31/17
  • Availability of WHPA Staff and Chairs
  • Willingness of members to participate in Working Group
Goal #2: Complete and approve a specification to measure and score the performance of commercial maintenance and residential installation HVAC systems by 4/30/17
Milestone Owner Deliverable Due Date Dependencies
  1. Western HVAC Performance Alliance CQI Standardized Field Data Specification for Commercial HVAC Installation Approved by the EC
WG Chair, WG Members, Committee Chair, Committee Members, EC Members, and WHPA Staff Approved Work Product 12/14/16
  • Time on Dec EC Agenda
  • Affirmative EC Vote to Approve
  1. Modify Field Data Specification for Commercial Maintenance as a Foundation for the CQM Field Data Specification Working Group to Further Revise and Refine
WG Chair, WG Members, and WHPA Staff Draft Field Data Specification for Commercial Maintenance 4/30/17
  • Availability of Chair, Working Group Members, and WHPA Staff
  1. Modify Field Data Specification for Residential Installation as a Foundation for the RQI Field Data Specification Working Group to Further Revise and Refine
WG Chair, WG Members, and WHPA Staff Draft Field Data Specification for Residential Installation 4/30/17
  • Availability of Chair, Working Group Members, and WHPA Staff
Goal #3: Develop formulae and calculations required to quantify a system’s efficiency sufficiently to allow accurate projection of annual energy usage.
Milestone Owner Deliverable Due Date Dependencies
  1. Develop Proposed Calculation Methodology 
Chair, Working Group Members, and WHPA Staff Methodology Documented 12/31/16
  • Availability of Chair, Working Group Members, and WHPA Staff
  1. Propose Calculation Methodology to ASHRAE SPC 221 Committee in January at their Winter Session Meetings. 
Chair, Working Group Members, and WHPA Staff Methodology Proposed 1/31/17
  • Availability of Chair, Working Group Members, and WHPA Staff
  • Availability of ASHRAE SPC 221 Committee
  1. Receive and Incorporate Feedback from ASHRAE SOC 221 Committee
Chair, Working Group Members, and WHPA Staff Feedback Incorporated 5/31/17
  • Availability of Chair, Working Group Members, and WHPA Staff
  • Availability of ASHRAE SOC 221 Committee
  1. Finalize formulae and calculations to extrapolate performance score to annual energy savings
Chair, Working Group Members, and WHPA Staff Formulae and Calculations Finalized 8/31/17
  • Availability of Chair, Working Group Members, and WHPA Staff
  1. Formulae and calculations documented in WHPA Work Product
Chair, Working Group Members, and WHPA Staff Draft Work Product 9/30/17
  • Availability of Chair, Working Group Members, and WHPA Staff
  1. CQI Committee Approves Work Product
WG Chair, WG Members, Committee Chair, Committee Members, and WHPA Staff Committee-Approved Work Product 10/31/17
  • Availability of Chairs and Committee Members
  • Affirmative Committee Vote to Approve
  1. EC Adopts Work Product
EC, Chairs, and WHPA Staff EC Vote 11/30/17
  • Time on Nov EC Agenda
  • Affirmative EC Vote to Approve
  1. Post Work Product to WHPA Website
WHPA Staff Work Product Posted 12/31/17
  • Availability of WHPA Staff
Goal #4: Develop simple test protocols and procedures to support an HVAC system performance assessment process that could be effectively utilized by HVAC and EM&V professionals in the field to measure and score the performance of installed HVAC systems.
Milestone Owner Deliverable Due Date Dependencies
  1. Identify Needed Test Protocols and Procedures
Chair, Working Group Members, and WHPA Staff Data Documented in meeting minutes 6/30/17
  • Availability of Chair, Working Group Members, and WHPA Staff
  1. Develop Test Protocols and Procedures
Chair, Working Group Members, and WHPA Staff Test Protocols and Procedures Documented in Draft Work Product 10/31/17
  • Availability of Chair, Working Group Members, and WHPA Staff
  1. CQI Committee Approves Work Product
WG Chair, WG Members, Committee Chair, Committee Members, and WHPA Staff Committee-Approved Work Product 11/30/17
  • Availability of Chairs and Committee Members
  • Affirmative Committee Vote to Approve
  1. EC Adopts Work Product
EC, Chairs, and WHPA Staff EC Vote 12/31/17
  • Time on Dec EC Agenda
  • Affirmative EC Vote to Approve
  1. Post Work Product to WHPA Website
WHPA Staff Work Product Posted 1/31/18
  • Availability of WHPA Staff
  1. Combine three related Commercial Installation Field Specification Documents into a Single Reference Document
Chair, Working Group Members, and WHPA Staff Single Commercial Installation Field Specification Document 2/28/18
  • Availability of Chair, Working Group Members, and WHPA Staff
  • Dependent on RQI and CQM Committee Progress
  1. Post Compilation to WHPA Website
WHPA Staff Work Product Posted 3/31/18
  • Availability of WHPA Staff
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