Making the Business Case for g Energy Management Projects

Making the Business Case forMaking the Business Case forggEnergy Management ProjectsEnergy Management Projects

Using the ACG Energy

IMPLEMENT ACCEPTANALYZEINVESTIGATEASSESS MANAGEEXPLORE

Using the ACG Energy Management Process

Presented By:

Making Cents out of Reducing Energy UsageMaking Cents out of Reducing Energy Usage

Andrew HeitmanCxA, EMP, CEM, CEA, CBCP

Chair – ACG Energy Management Program

… Design … Design –– Construct Construct –– Operate Operate –– Sustain…Sustain…

passion for performance!passion for performance!passion for performance!passion for performance!

Agenda : Learning Objectives & Discussion

Making the Business Case for Energy ManagementMaking the Business Case for Energy Management

Energy Management industry approaches and the key differentiators to the ACG Energy Management Processdifferentiators to the ACG Energy Management Process

Continuities between Commissioning and Energy Management

Developing a business case for implementation of p g pCommissioning-based Energy Management

Professional services business model of the ACG Energy Management Process and efforts by Professional throughout

Holistic evaluation of facility improvement

Presentation of potential benefits during early phases of Energy Management as well as confirming those benefits in later phasesg g p

Developing and maintaining a client beyond individual project through continuous Energy Management and On-going Cx


Agenda : The ACG Energy Management Process

The ACG Energy Management ProcessThe ACG Energy Management Process

Principles, Philosophy, Content

ACG Energy Management and ASHRAE Audit Levels

Energy Management Process Overview

Business Model of EMP and Various Applications

Making and Sustaining the Business CaseMaking and Sustaining the Business Case

K t S th h t th E M t P Keys to Success throughout the Energy Management Process

Examples of ‘Real World’ Reports, Documents, Proposals

Open Discussion / Questions THROUGHOUT…Open Discussion / Questions THROUGHOUT…


ACG Energy Management Process

Applying the skills and technical knowledge of Energy Management through the focused, process-based approach of Commissioning…

PRINCIPLES

OBJECTIVESCONTENT



ACG Energy Management Program PRINCIPLES

IndependenceIndependence – Energy Management practiced in accordance to the ACG process provides holistic, testing-based energy management integrated with third-party ACG Commissioning management integrated with third-party ACG Commissioning services maintaining Owner Advocacy throughout the process

THETHE PROFESSIONAL SERVICE IS THE PRODUCT!PROFESSIONAL SERVICE IS THE PRODUCT!

Optimum Performance + EfficiencyOptimum Performance + Efficiency– address energy efficiency as well as building performance enhancement

Team Based Team Based – collaborative team approach among the EMP Team Based Team Based – collaborative team approach among the EMP, Owner, building operation & management personnel, test and balance professional, commissioning agent, and others…

CxCx and TAB and TAB are vital and inseparable components of EVERY CxCx and TAB and TAB are vital and inseparable components of EVERYenergy management project to investigate, measure, optimize, and maintain efficient and acceptable building performance


ACG Energy Management Program PHILOSOPHY

What is Energy Management to the ACG EM Process?

A systematic and holistic process of identifying where and why A systematic and holistic process of identifying where and why energy is used in a facility and using that information to continuously measure, manage, and minimize the energy consumption while meeting performance standards.

What is an ACG Energy Management Professional?

A professional consultant who by demonstrated experience and education possesses the technical, management, and interpersonal skills to effectively lead an Energy Management Team through the ACG Energy Management Process through the ACG Energy Management Process resulting in achievement of the Owner’s stated performance goals.


The Energy Management Professional (EMP)

EMP Prerequisite Skills & Experience:

Energy Analysis CapabilitiesEnergy Analysis Capabilities

Commissioning (CxA) KnowledgeCommissioning (CxA) Knowledge

EMP Ancillary Knowledge Base:

Test, Adjust, Balance

MEP Design Fundamentals

O&M Practices

Building Envelope

Measurement & Verification

Scheduling (CPM)

Sustainability

Continuous Monitoring

Building Automation System

Cost Estimation

Project Management

Emissions Reporting


The ACG Energy Management Process CONTENT

Seven distinct phases of the ACG Energy Management Process

ASSESS - Project Assessmentj

EXPLORE - Energy Use Exploration

INVESTIGATE – Site Investigation

ANALYZE – ECM/FIM & EBCx Analysis

IMPLEMENT - Plan Implementation

ACCEPT - Project Acceptance

MANAGE - Continuous Energy Management



COMPREHENSIVE ENERGY MANAGEMENT PROCESS

Traditional Energy Audits Energy Audits too often result in technical reports without a clear implementation path or specific plan for continuous

monitoring to ensure the persistence of improved performancemonitoring to ensure the persistence of improved performance

INVESTMENT GRADE AUDIT INVESTMENT GRADE AUDIT


COMPREHENSIVE ENERGY MANAGEMENT PROCESSCOMPREHENSIVE ENERGY MANAGEMENT PROCESS

Comprehensive Energy Comprehensive Energy Management Management is intended to provide an integrated process for project implementation, verification, and

continual monitoring for sustainable performance


ACG EMP = ASHRAE AUDIT LEVEL EQUIVALENCE

The ACG Energy Management Process can be compared to the three ASHRAE Energy Audit levels as follows:

ASHRAE LEVEL II AUDIT ASHRAE LEVEL II AUDIT

ASHRAE LEVEL III AUDIT ASHRAE LEVEL III AUDIT

ASHRAE LEVEL II AUDIT ASHRAE LEVEL II AUDIT

LEVEL I


ACG ENERGY MANAGEMENT PROCESS ACG ENERGY MANAGEMENT PROCESS

Implementation, Acceptance, and Continual Monitoring are CORE components of the ACG Energy Management Process



ASHRAE LEVEL I ASHRAE LEVEL I ASSESS

Prelim Energy-Use Analysis / Walk-Through Survey

ASHRAE Audit Level Defined:

Identify no-cost and low-cost energy saving opportunities, and a general view of potential capital improvements. Activities include an assessment of energy bills and a brief site inspection of your building.

Establishes the general energy savings potential of a building or which buildings in a portfolio have the greatest potential savings.






Conduct Preliminary Energy Use Analysis (PEA)

Required Audit Tasks Per ASHRAE (1)ACG EMP

ASSESS

Conduct walk-through survey

Identify low-cost/no-cost recommendations

ASSESS

ASSESS

Identify capital improvementsASSESS

All Energy Audit Tasks required for an ASHRAE Level I Audit are included in the requirements of the ACG Energy Management

(1) 2011 ASHRAE Procedures for Commercial Energy Audits, 2nd Ed.

included in the requirements of the ACG Energy Management Process Guideline to complete Phase 1 – Project Assessment.





Estimate savings from utility rate change

Required Report Features Per ASHRAE (1)ACG EMP

Compare EUI to EUIs of similar sites

Summarize utility data

Estimate savings if EUI were to meet target

Summary of activities completed during EMP Assessment Phase (equivalent to ASHRAE Level I Audit) are provided in the


(equivalent to ASHRAE Level I Audit) are provided in the Proposal for Further Exploration.



ASHRAE LEVEL IIASHRAE LEVEL IIINVESTIGATEASSESS EXPLORE

Energy Survey and Analysis


Identify no-cost and low-cost opportunities and also provide Identify no-cost and low-cost opportunities, and also provide ECM recommendations in line with financial plans and potential capital intensive energy saving opportunities.

Includes an in depth analysis of energy costs energy usage Includes an in-depth analysis of energy costs, energy usage and building characteristics and a more refined survey of how energy is used in your building.






Review mechanical and electrical design and condition and O&M practices


EXPLORE

Measure key parameters

Analyze capital measures (savings & costs, including interactions)

EXPLORE

INVESTIGATE

Meet with Owner / Operators to review recommendationsINVESTIGATE

All Energy Audit Tasks required for an ASHRAE Level II Audit are included in the requirements of the ACG Energy


q gyManagement Process Guideline to complete Phase 2 –Energy Use Exploration and Phase 3 – Site Investigation.





Estimate low-cost / no-cost savings


Calculate detailed end-use breakdown

Estimate capital project costs and savings

Complete building description and equipment inventory






Document general description of considered measures


measures

Recommend measurement & verification method

Perform financial analysis of recommended EEMsPerform financial analysis of recommended EEMs

Summary of activities completed during Energy Exploration and Investigation Phase (equivalent to ASHRAE Level II Audit) are


Investigation Phase (equivalent to ASHRAE Level II Audit) are provided in the Proposal for Further Analysis.



ASHRAE LEVEL III ASHRAE LEVEL III ANALYZEINVESTIGATEASSESS EXPLORE

Detailed Analysis of Capital Intensive Modifications


Also known by many as an Investment Grade Analysis (IGA) Also known by many as an Investment Grade Analysis (IGA). Provides solid recommendations and financial analysis for major capital investments.

In addition to Level I and Level II activities Level III audits In addition to Level I and Level II activities, Level III audits include additional more detailed monitoring, data collection, and engineering analysis activities.






Conduct additional testing and monitoring


INVESTIGATE

Perform detailed system modeling

Provide schematic layouts for recommendations

ANALYZE

ANALYZE

All Energy Audit Tasks required for an ASHRAE Level III Audit are included in the requirements of the ACG Energy


q gyManagement Process Guideline to complete Phase 4 – ECM / FIM and EBCx Analysis.





Write detailed description of recommended measures


measures

Compile detailed EEM cost estimates

Summary of activities completed during EMP ECM/FIM and EBCx Analysis Phase (equivalent to ASHRAE Level III Audit) are


EBCx Analysis Phase (equivalent to ASHRAE Level III Audit) are provided in the Implementation Proposal.


ENERGY AUDIT & MANAGEMENT MUST BE FLEXIBLE

Audit Levels / EMP Phases: flexible & blurry…

The lines between ‘levels’ of audits and ‘phases’ of energy p gymanagement are not explicit and vary between projects based on types of measures and analysis required for each project.

ASHRAE (1): “There are not sharp boundaries between these levels. The levels are general categories for identifying the type of i f i h b d d i di i f h l l f


information that can be expected and an indication of the level of confidence in the results.”


CERTIFICATIONS, CERTIFICATIONS, & PROCESS

Certifications having to do with demonstrating competency within the realm of energy management are numerous and some have been around for quite some time questions naturally arisebeen around for quite some time… questions naturally arise…

What makes the ACG Energy Management Professional (EMP) Certification different?

Skill-set based

OTHEROTHER

Process based

ACG EMPACG EMP

Knowledge based

Incremental services

Commissioning

Continual model

Compartmentalized All Inclusive



Project Initiation

Client Consultation

SM

ENT

Client Consultation

Preliminary Site Assessment

Benchmarking

T A

SSES

S

Proposal for Further Exploration

… develop the client’s goals

PR

OJE

CT … develop the client s goals and gauge a building’s

potential for reducing energy use and improving

f

IMPLEMENT ACCEPTANALYZEINVESTIGATE

P

MANAGEEXPLORE

performance.



Obtaining Energy Information

Energy Use Index

SE

ON

Utility Rate Analysis

Annual Energy BalanceER

GY

US

LOR

ATI

O Historical Energy Use

Proposal for Further Investigation

ENE

EXP

L

Analyze energy data and identify current and

historical patterns… to i f l i

IMPLEMENT ACCEPTANALYZEINVESTIGATEASSESS MANAGE

inform measure selection



Logistics, Elements, and Tools

Data Collection

ATI

ON EBCx Activities

ECM / FIM Refinement

VES

TIG

A Proposal for Further Analysis

Perform field testing and refine potential

SIT

E IN

V pmeasures…

DETAILED INVESTIGATION HIGHLIGHTS CORE COMPONENT AND

DETAILED INVESTIGATION HIGHLIGHTS CORE COMPONENT AND

IMPLEMENT ACCEPTANALYZEASSESS MANAGEEXPLORE

DIFFERENTIATION OF CX-BASED ENERGY MANAGEMENT

DIFFERENTIATION OF CX-BASED ENERGY MANAGEMENT



Engage the team

Cost & Savings

Produce detailed analyses of measures

and quantify savings and

& YSIS

Estimates

Summarizing Recommendations

and quantify savings and performance

improvement potential

M / F

IM &

xA

NA

LY Confirming the Business Case

Securing Client

ECM

EBCx

Secu g C e tApproval

IMPLEMENT ACCEPTINVESTIGATEASSESS MANAGEEXPLORE



Planning

ECMs / FIMs

TIO

N

EBCx Activities

Test, Adjust, Balance

MEN

TAT

Develop and execute plans,

IMP

LEMcommission new systems, and

perform existing building commissioning tasks

ACCEPTANALYZEINVESTIGATEASSESS MANAGEEXPLORE



Cx Activities

Written Materials

AN

CE Changes to Operations and Maintenance

Measurement and Verification

ACCEP

TA

Perform functional tests

FIN

AL

Aand document measures implemented. Begin

M&V activities…

IMPLEMENTANALYZEINVESTIGATEASSESS MANAGEEXPLORE



Planning

On-Going Commissioning

NER

GY

ENT

g g

Enhanced Operations and Maintenance

Sustaining Performance

UO

US E

NN

AG

EME

Implement On-Going

ON

TIN

UM

ANCommissioning activities

and regular updates

IMPLEMENT ACCEPTANCEANALYZEINVESTIGATEASSESS

C

EXPLORE


ACG EMP Professional Services Business Model

The ACG Energy Management Process was devised as an incremental ‘pay-as-you-go’ professional service model in which the

scope of services and thereby the cost of the next phase is scope of services and thereby the cost of the next phase is determined by the data and discoveries of the preceding phase

PROPOSAL FOR FURTHER EXPLORATIONPROPOSAL FOR FURTHER EXPLORATION

EMP SERVICE FEE PROPOSED BYEMP SERVICE FEE PROPOSED BY

ASSESS

FROMFROM

EXPLOREPROPOSAL FOR FURTHER EXPLORATIONPROPOSAL FOR FURTHER EXPLORATION

PROPOSAL FOR FURTHER INVESTIGATIONPROPOSAL FOR FURTHER INVESTIGATION

PROPOSAL FOR FURTHER ANALYSISPROPOSAL FOR FURTHER ANALYSIS

ASSESS

EXPLORE

EXPLORE

INVESTIGATE


IMPLEMENTATION PROPOSALIMPLEMENTATION PROPOSAL

INVESTIGATE

ANALYZE

ANALYZE

IMPLEMENT

ACCEPTIMPLEMENTATION PROPOSALIMPLEMENTATION PROPOSALANALYZE ACCEPT

MANAGE



Potential Professional Services Fee ‘package’ approaches:

Incremental Professional ServicesIncremental Professional Services

#1#1 #2#2 #3#3 #4#4


#5#5 #6#6Fully Incremental & OptionalFully Incremental & Optional

Implement, AcceptImplement, Accept

ACG GUIDELINE STARTING POINT – Flexible ModelACG GUIDELINE STARTING POINT – Flexible Model




Investigate & AnalyzeInvestigate & AnalyzePROPOSAL STEP #1PROPOSAL STEP #1

Investigate & AnalyzeInvestigate & Analyze? FREE ?? FREE ?

????


????

PROPOSAL STEP #2PROPOSAL STEP #2

Particularly applicable for existing clients and non-capital intensive projects

Particularly applicable for existing clients and non-capital intensive projects

Implement, Accept, MonitorImplement, Accept, Monitor

MODIFY FOR SPECIFIC PROJECTS & CLIENTSMODIFY FOR SPECIFIC PROJECTS & CLIENTS

capital intensive projects(“EBCx / Building Tune-Ups”)capital intensive projects(“EBCx / Building Tune-Ups”)




Comprehensive EBCx & Energy Management ProposalComprehensive EBCx & Energy Management Proposal

PROPOSAL STEP #1PROPOSAL STEP #1

Comprehensive EBCx & Energy Management ProposalComprehensive EBCx & Energy Management Proposal

? FREE ?? FREE ?

Possible Additional ServicesPossible Additional Services


Possible Additional ServicesPossible Additional Services

Flexible Approach for ‘mixed’ project types requiring less Funding Authorizations but still allows changes based on findings and analysis

Flexible Approach for ‘mixed’ project types requiring less Funding Authorizations but still allows changes based on findings and analysis


allows changes based on findings and analysis during the Investigation & Analysis

allows changes based on findings and analysis during the Investigation & Analysis




Investigate & AnalyzeInvestigate & AnalyzeDefining ScopeDefining Scope

#2#2STEP #1STEP #1 #3#3


PROPOSAL STEP #4PROPOSAL STEP #4More applicable for obvious capital intensive projects(h h l l f )

More applicable for obvious capital intensive projects(h h l l f ) Implement, Accept, MonitorImplement, Accept, Monitor


(high level of investment)(high level of investment)




Level ILevel I Level IILevel II Level IIILevel III

#2#2#1#1 #3#3


PROPOSAL STEP #4PROPOSAL STEP #4Service Proposals for ASHRAE Audit Levels I, II, III

Service Proposals for ASHRAE Audit Levels I, II, III

Implement, Accept, MonitorImplement, Accept, Monitor


Audit Levels I, II, IIIAudit Levels I, II, III




Continual or Periodic ServicesContinual or Periodic Services As-RequestedAs-Requested

Recurring Fee StructureRecurring Fee Structure STEP #2STEP #2

IMPLEMENT ACCEPTANALYZEINVESTIGATEASSESSMANAGE EXPLORE

STEP #3STEP #3“Recently New” Buildings“Recently New” Buildings

As-RequiredAs-Required


Recently New Buildings(On-Going Commissioning)Recently New Buildings(On-Going Commissioning)


Making and Sustaining the Business Case for EMP

BREAK TIME & GROUP DISCUSSION…BREAK TIME & GROUP DISCUSSION…

Questions from Audience?Questions from Audience?

Success stories?

Difficulties experienced?


Energy Management Process OverviewBuilding Success One Step at a time… Business KeysBuilding Success One Step at a time… Business Keys

CONTINUOUS MANAGEMENT

IMPLEMENTATION

FINAL ACCEPTANCE

SITE INVESTIGATION

ECM / FIM & EBCX ANALYSIS

PROJECT ASSESSMENT

ENERGY USE EXPLORATION




IMPLEMENTATION

FINAL ACCEPTANCE

SITE INVESTIGATION



OWNER CONFIDENCEPOTENTIAL SAVINGSIDENTIFY OPPORTUNITY POTENTIAL MEASURES


Making and Sustaining the Business Case through EMP

MISSION: - Launch the energy management project for a - Launch the energy management project for a

building or set of buildings

- Hold productive meetings with the client and other team members to outline goals and install confidence S

MEN

T

team members to outline goals and install confidence in the project

- Conduct an initial site visit and capture preliminary dataT

ASSES

S

preliminary data

- Benchmark building energy performance

- Provide Proposal for Further Exploration

PR

OJE

CT

(which is also Assessment Report / ASHRAE Level I)P



BUSINESS KEYS: - Learn to identify opportunities that present - Learn to identify opportunities that present

themselves not only as EBCx or Energy Management service requests. Create opportunities with existing clients.S

MEN

T

- Gain the CONFIDENCE of the Owner / Client by thorough research and professional service

- Ability to estimate overall potential savings of a T A

SSES

S

Ability to estimate overall potential savings of a project within reasonable confidence level to qualify a project

- By way of preliminary assessment activities be able PR

OJE

CT

By way of preliminary assessment activities be able to provide a list of potential energy conservation or facility improvement measures

P



Where are the opportunities to pursue an EBCx /

IDENTIFY OPPORTUNITIES

Where are the opportunities to pursue an EBCx / Energy Management projects?

Everywhere you look!!! The key is how to recognize which ones to pursue and how to build and sustain S

MEN

T

which ones to pursue and how to build and sustain those opportunities…

T A

SSES

SP

RO

JECT

P



Opportunities to provide Cx-Based Energy Management

IDENTIFY OPPORTUNITIES

Opportunities to provide Cx Based Energy Management do not always present themselves that specifically…

Recognizing Opportunity:

SM

ENT

- Signs of inefficiency and poor performance

- Needs for equipment replacement

- Long-term facility asset planningT A

SSES

S

Long term facility asset planning

- Energy Management position created by Owner

- Desire for a Sustainability or Performance Rating

PR

OJE

CT

- Independent analysis required or preferred

- “Recently completed” Commissioning projects!?

P



First impressions are everything Even if this is a

GAIN CONFIDENCE OF OWNER / CLIENT

First impressions are everything.. Even if this is a Client for which you have provided other services. It is VITAL to gain the confidence and trust by thorough research and professional service…

SM

ENT

Confidence Building :

- Selecting a proper team for each project type… do not pretend to be something that you are notT

ASSES

S

not pretend to be something that you are not

- Preliminary Site Assessment can make or break an opportunity particularly for new client contact

PR

OJE

CT

- Being prepared and thorough at consultation and site visit… be aware of using Owner / Client time wisely

Ideal EMP Clients: existing clients, portfolio clients

P



From the beginning the Energy Management Process is

PROJECT INITIATIONPROJECT INITIATION

g g gy ga collaborative, team-based approach:

SM

ENT

EMP Client Owner

T A

SSES

S EMP Client Owner

ENERGY MANAGEMENT PROJECT TEAM

PR

OJE

CT

Building Occupants O&M Staff

TAB, Cx, and other

Contractors

Involving a team can provide more credibility when presenting preliminary findings to justify continuing…

P



Bring tools for basic testing purposes (temp RH fc)

PRELIMINARY SITE ASSESSMENTPRELIMINARY SITE ASSESSMENT

- Bring tools for basic testing purposes (temp, RH, fc)

- Results of client consultation will help to guide the preliminary site assessment tasks

SM

ENT

- Ask questions and gather information from building staff… take pictures of equipment, nameplates, etc.

- Observe and gaining familiarity with how the building T A

SSES

S

g g y gsystems appear to be operating

PR

OJE

CT

Take only basic Begin to Interview and P ymeasurements

to gauge system operation

Begin to identify

potential ECMs and FIMs

Interview and ask questions of building staff and

occupants



TYPICAL QUESTIONS / INFO : (small example)


Q ( p )

- Type, age, condition of primary equipment

- Do systems appear to be maintaining IAQ (temp, humidity CO2 illumination)S

MEN

T

humidity, CO2, illumination)

- Observe building envelope conditions, properties

- When is outside air being provided? Does it appear T A

SSES

S

g p ppthat adequate amount of OA supplied?

- Determine the type, condition of control system

h f hPR

OJE

CT

PURPOSE: to gather information to support the magnitude of potential energy reduction which may be indicated by the Benchmarking / Energy Analysis

P



DDC ‘SNAPSHOT’ ANALYSISDDC ‘SNAPSHOT’ ANALYSISSM

ENT

T A

SSES

SP

RO

JECT

P

(thumb-drive for capturing screen shots from BAS)



Projects tend to track toward two different types… or


j ypsome blend thereof - information obtained at the client consultation / preliminary site visit begins to determine this path:

SM

ENT

NEVER MAKE DECISION USING BENCHMARKING

T A

SSES

S NEVER MAKE DECISION USING BENCHMARKING WITHOUT THE JUSTIFICATION OF A SITE ASSESSMENT

PR

OJE

CT

P CAPITAL INVESTMENT

PROJECTS

SYSTEMS ‘TUNING’ PROJECTS

MIX



ESTIMATING POTENTIAL SAVINGS

Objective of Benchmarking:

SM

ENT Objective of Benchmarking:

- Quantify relative facility performance by comparing its metrics to those of similar facilities.

T A

SSES

S

- Preliminary sense of the magnitude of savings possible through EBCx / Energy Management

Methods: (many more methods possible)

PR

OJE

CT Methods: (many more methods possible)

- Energy Star Portfolio Manager

- CBECS

P

- Building portfolio data (Owner, EMP, other source)

- EMP Experience



ENERGY STAR BENCHMARKINGENERGY STAR BENCHMARKINGSM

ENT

Ensure space types are characterized correctly

T A

SSES

S characterized correctly.

PR

OJE

CT

Enter as close to P te as c ose towhole building usage as can be obtained.



ENERGY STAR BENCHMARKINGENERGY STAR BENCHMARKINGSM

ENT

Enter building space type, occupancy,

Input energy usage data from

Obtain EnergyStar Score

T A

SSES

S occupancy, conditioning,

operating hours

usage data from utility bills (for supported

building types)

PR

OJE

CT

- Scores range from 0 (worst) to 100 (best).- Energy Star Score is used to determine eligibility for

buildings to achieve an Energy Star Rating and LEED EB

P

g gy gCertification (minimum of 69) if being pursued

NEW Portfolio Manager site is launching soon!


g g


ENERGY STAR BENCHMARKINGENERGY STAR BENCHMARKING

- Use ‘Target Finder’ to quantify the amount of

SM

ENT

g q yimprovement to reach a specific energy star score

T A

SSES

SP

RO

JECT

P



ENERGY STAR BENCHMARKINGENERGY STAR BENCHMARKING

- Use ‘Target Finder’ to quantify the amount of

SM

ENT

g q yimprovement to reach a specific energy star score

T A

SSES

SP

RO

JECT

P



CBECS REFERENCE BUILDING COMPARISON (1)CBECS REFERENCE BUILDING COMPARISON (1)

Benchmark EUI using data tables:

SM

ENT

Benchmark EUI using data tables:1) Identify similar buildings by climate zone, use,

and other characteristics. 2) Convert all facility energy usage (electric natural

T A

SSES

S 2) Convert all facility energy usage (electric, natural gas, district sources, etc.) to Btu or kBtu.

3) Calculate EUI metric in units of kBtu / gsf / year.4) Compare project facility data to comparable

PR

OJE

CT 4) Compare project facility data to comparable

buildings in tables / construct a reference building.

/ / lP

(1) Commercial Building Energy Consumption Survey

CBECS Homepage: www.eia.gov/consumption/commercial‘2012 CBECS’ survey to be conducted starting in April 2013!!



CBECS REFERENCE BUILDING COMPARISONCBECS REFERENCE BUILDING COMPARISONSM

ENT

T A

SSES

SP

RO

JECT

P



CBECS REFERENCE BUILDING COMPARISONCBECS REFERENCE BUILDING COMPARISONSM

ENT

T A

SSES

SP

RO

JECT

Project building existing EUI of 126… constructed f b ildi ith EUI f 99 3P reference building with an EUI of 99.3



CBECS REFERENCE BUILDING COMPARISONCBECS REFERENCE BUILDING COMPARISON

Combining preliminary site visit observations and

SM

ENT

Combining preliminary site visit observations and on-site consultation with the reference building energy intensity a ‘target EUI range’ is selected which is justified by identified potential ECM

T A

SSES

SP

RO

JECT

P

Remember – this is an estimated MAGNITUDE of savings to justify proceeding further with the EM efforts…




Utility-specific EUI targeting for potential savings:

SM

ENT


T A

SSES

SP

RO

JECT

P Potential Magnitude: $25,609 – $65,581





SM

ENT


T A

SSES

SP

RO

JECT

P Potential Magnitude: $59,800 - $69,769

TOTAL PROJECT POTENTIAL: $85,409 - $135,350



PORTFOLIO BENCHMARKING – ALLPORTFOLIO BENCHMARKING – ALLSM

ENT

T A

SSES

SP

RO

JECT

P

kBtu / gsf / yeardollars / gsf / year



PORTFOLIO BENCHMARKING – ALLPORTFOLIO BENCHMARKING – ALLSM

ENT

T A

SSES

S

TYPE OF BUILDINGS?

PR

OJE

CT

xxxSORT PORTFOLIO INTO

COMPARABLE PEER P

kBtu / gsf / year

GROUPS…



PORTFOLIO BENCHMARKING – PEER GROUPPORTFOLIO BENCHMARKING – PEER GROUPSM

ENT

POTENTIAL

T A

SSES

S

162

PR

OJE

CT

P

1 2 3 4 5 6



OTHER POTENTIAL INDICATORS – TRENDOTHER POTENTIAL INDICATORS – TRENDSM

ENT Applicable to

building tune-up / EBCx specific project

types

T A

SSES

S types…

PR

OJE

CT

Consumption increase over long term without due P term without due cause quantifies

potential savings…



The Proposal for Further

PROPOSAL FOR FURTHER EXPLORATION

The Proposal for Further Exploration can be called by many other names…

ASHRAE Level I Audit ReportSM

ENT CLIENT

CONSULTATION

ASHRAE Level I Audit Report

BEPA Report (Building Energy Performance Assessment)

T A

SSES

S

Energy Consumption Analysis

Regardless of name, purpose is

PR

OJE

CT

PRELIMINARYthe same… quantify & qualify potential savings and justify continued effort?

P

SITEASSESSMENT



EMP synthesizes information


EMP synthesizes information gained from client consultation,

preliminary site assessment, and benchmarking to formulate S

MEN

T CLIENTCONSULTATION

gthe Proposal for Further

Exploration…

T A

SSES

S

Emphasize work already completed… gain confidence of

Client… be confident but

PR

OJE

CT

PRELIMINARYconservative of possible improvements as well as

providing potential ECM / FIM.

P

SITEASSESSMENT




Summary of client motivations for project

SM

ENT Summary of client motivations for project

Overview of observations from walk-through

Li t f t ti l ECM / FIM ( li i )

T A

SSES

S List of potential ECM / FIM (preliminary)

Fees associated with next phase of analysis and facility assessment

PR

OJE

CT

Outline scope of work for Phase 2

Timeline for upcoming steps in the project

P

p g p p j

Preliminary scope of work for EBCx




Preliminary scope of work for EBCx

SM

ENT Preliminary scope of work for EBCx

- List of specific systems involved in EBCx

- Summary of proposed Investigative Functional

T A

SSES

S Summary of proposed Investigative Functional Testing

- Preparation for Investigative TAB efforts

F i d i h TAB ff

PR

OJE

CT - Fees associated with TAB efforts

- General timeline for EBCx activities

P



PROPOSAL FOR FURTHER EXPLORATIONSM

ENT

T A

SSES

SP

RO

JECT

P



EXAMPLE: PHASES 1 – 3 PROPOSAL PACKAGEEXAMPLE: PHASES 1 – 3 PROPOSAL PACKAGESM

ENT

T A

SSES

SP

RO

JECT

P




ENT

T A

SSES

SP

RO

JECT

P




ENT

T A

SSES

SP

RO

JECT

P




ENT

T A

SSES

SP

RO

JECT

P



EXAMPLE: COMPREHENSIVE E.M. PROPOSALEXAMPLE: COMPREHENSIVE E.M. PROPOSALSM

ENT

T A

SSES

SP

RO

JECT

P




ENT

T A

SSES

SP

RO

JECT

P




ENT

T A

SSES

SP

RO

JECT

P




ENT

T A

SSES

SP

RO

JECT

P




ENT

T A

SSES

SP

RO

JECT

P




Questions from Audience?

SM

ENT Questions from Audience?

T A

SSES

S

Success stories?

PR

OJE

CT


P




IMPLEMENTATION

FINAL ACCEPTANCE

SITE INVESTIGATION


PROJECT ASSESSMENT





IMPLEMENTATION

FINAL ACCEPTANCE

SITE INVESTIGATION


PROJECT ASSESSMENT

ENERGY USAGE ANALYSIS REFINE SAVINGS DEVELOP MEASURES



MISSION: Use energy data to determine current and - Use energy data to determine current and historical energy consumption characteristics

- Analyze building energy use by fuel source and b ildi S

EO

N

building system

- Ensure that energy usage metrics accurately account for weather, time, and changes in ER

GY

US

LOR

ATI

O

, , gbuilding operations and occupancy

ENE

EXP

L



BUSINESS KEYS: - Detailed energy usage analysis with sound statistical - Detailed energy usage analysis with sound statistical

and empirical methods provides additional ‘evidence’ and furthers confidence in the recommendations

- Begin to further develop the proposed ECM / FIM by SE

ON

- Begin to further develop the proposed ECM / FIM by adding details to the previous preliminary listings

- Transform potential ‘magnitude’ of savings estimates into more detailed project-level savings calculations ER

GY

US

LOR

ATI

O

into more detailed project level savings calculations providing detail as to the method of calculationEN

EEX

PL



ENERGY DATA ANALYSIS PROCEDURES

The EMP uses analytical processes to critically

SE

ON

The EMP uses analytical processes to critically investigate the building’s performance to identify energy usage patterns and anomalies

ERG

Y U

SLO

RA

TIO

ENE

EXP

L

OUTPUT t iti f ECM / FIM t bli h OUTPUT = opportunities for ECM / FIM, establish baselines for calculations... guide Site Investigationto be performed by the Cx / TAB and others



PROPOSAL FOR FURTHER INVESTIGATION

SE

ON

Integrate results of analyses into summary documents developed following Phase 1 which included preliminary site assessment notes and updated opinion of potential savings

ERG

Y U

SLO

RA

TIO updated opinion of potential savings

Present results and graphs to the client to demonstrate progress and further assess potential

ENE

EXP

L of preliminary ECMs and FIMs

The Proposal for Further Investigation should include a description of proposed scope to be p p p pcompleted in Site Investigation phase.




SE

ON

ERG

Y U

SLO

RA

TIO

ENE

EXP

L




SE

ON

ERG

Y U

SLO

RA

TIO

ENE

EXP

L




SE

ON

ERG

Y U

SLO

RA

TIO

ENE

EXP

L




SE

ON

ERG

Y U

SLO

RA

TIO

ENE

EXP

L




SE

ON

ERG

Y U

SLO

RA

TIO

ENE

EXP

L




SE

ON

ERG

Y U

SLO

RA

TIO

ENE

EXP

L




EXAMPLE OF INVESTIGATIVE TAB SCOPE:

SE

ON

EXAMPLE OF INVESTIGATIVE TAB SCOPE:

ERG

Y U

SLO

RA

TIO

ENE

EXP

L




IMPLEMENTATION

FINAL ACCEPTANCE

SITE INVESTIGATION


PROJECT ASSESSMENT





IMPLEMENTATION

FINAL ACCEPTANCE


REFINE MEASURES INVESTMENT PROPOSAL DETAILED INVESTIGATION

PROJECT ASSESSMENT




MISSION: - Gather more detailed information about how and - Gather more detailed information about how and

when building systems operate

- Capture data regarding the building occupancy,scheduling setpointsA

TIO

N

scheduling, setpoints

- Draft and refine ECM & FIM narratives

VES

TIG

ASIT

E IN

V

DETAILED SITE INVESTIGATION PROVIDES THE FINAL DETAILED SITE INVESTIGATION PROVIDES THE FINAL ‘EVIDENCE’ TO JUSTIFY NOT ONLY THE PROJECT BUT

SPECIFIC, INDIVIDUAL MEASURES‘EVIDENCE’ TO JUSTIFY NOT ONLY THE PROJECT BUT

SPECIFIC, INDIVIDUAL MEASURES



BUSINESS KEYS: - Commissioning integrated Energy Management - Commissioning integrated Energy Management

provides very detailed investigation involving:

- Investigative TAB & Functional Testing

ATI

ON

- System-Level diagnostic trend analysis

- Begin to refine ‘project level’ macro view of proposed measures with more physical details which begins to

VES

TIG

A

shape the cost and savings of individual measures.

- Provide a detailed Investment Proposal which proposes cost for EMP to provide detailed analysis S

ITE

INV

which will develop the project financial case.



DETAILED INVESTIGATIONA

TIO

N Preliminary Assessment(Phase 1)

Building Investigation

(Phase 3)

VES

TIG

A

• One-time walk-through to gain familiarity with the

• Multiple site visits during occupied and unoccupied hours.

SIT

E IN

V ybuilding.

• Only basic field tests performed.

• BAS analyzed for

p• Field testing and data

logging. • Detailed trend data

gathered from BAS • BAS analyzed for trending capabilities.

gathered from BAS.



DATA COLLECTIONDATA COLLECTION

Structured around and based on the EMP’s findings from first two phases.

Efforts should be thorough but not exhaustiveATI

ON

Efforts should be thorough but not exhaustive.

Focuses on specific attributes and components of that will most impact a project’s success

VES

TIG

A

Based on: specific goals of client, initial list of ECMs/FIMs, results of energy use exploration, benchmarking anomalies, predetermined scopeS

ITE

INV




Building Investigation involves:

- Development of site visit and data logging plans

ATI

ON

- Continued conversation with building staff and BAS Contractor (as applicable)

Collection of baseline energy usage and VES

TIG

A

- Collection of baseline energy usage and operations data for motorized equipment

- Field testing of systems and equipmentSIT

E IN

V




Variety of methods to gain insight:

- Building staff interviews

ATI

ON

- Occupant / User comfort surveys

- Diagnostic tools

VES

TIG

A

- BAS Trend data analysis

- Data loggingSIT

E IN

V

- ‘Traditional’ TAB procedures (testing only)



‘TRADITIONAL’ TAB – DATA EXAMPLE‘TRADITIONAL’ TAB – DATA EXAMPLEA

TIO

NV

ESTI

GA

SIT

E IN

V



‘TRADITIONAL’ TAB – DATA EXAMPLE‘TRADITIONAL’ TAB – DATA EXAMPLEA

TIO

NV

ESTI

GA

SIT

E IN

V



EXAMPLE USE OF COMFORT SURVEYEXAMPLE USE OF COMFORT SURVEYA

TIO

NV

ESTI

GA

SIT

E IN

V



EXAMPLE USE OF COMFORT SURVEYEXAMPLE USE OF COMFORT SURVEYA

TIO

NV

ESTI

GA

SIT

E IN

V

COMFORT SURVEY / COMPLAINT DATABASE USED TO IDENTIFY TROUBLESOME TERMINAL UNITS TO TEST

COMFORT SURVEY / COMPLAINT DATABASE USED TO IDENTIFY TROUBLESOME TERMINAL UNITS TO TEST




Process of Trend Data Utilization:

ATI

ON

COLLECT DATA MANAGE DATA ANALYZE DATA

• Use field testing, data logging, BAS trending

VES

TIG

A

• Gather at least two weeks of data

• When possible, record readings for at least five-SIT

E IN

V

When possible, record readings for at least fiveminute intervals



DATA COLLECTIONDATA COLLECTIONA

TIO

NV

ESTI

GA

SIT

E IN

V COLLECT DATA





ATI

ON


• Scrub and format data

VES

TIG

A

• Convert to necessary file types

• Use graphs to help indicate potential areas of SIT

E IN

V

Use graphs to help indicate potential areas of concern





ATI

ON


• Use data to develop and refine baseline energy performanceV

ESTI

GA

p

• Review and compare data to baselines and previous models

SIT

E IN

V

• Use data to support or eliminate potential ECMs and FIMs



DIAGNOSTIC TRENDING EXAMPLESDIAGNOSTIC TRENDING EXAMPLESA

TIO

NV

ESTI

GA

SIT

E IN

V




TIO

NV

ESTI

GA

SIT

E IN

V




TIO

NV

ESTI

GA

SIT

E IN

V




TIO

NV

ESTI

GA

SIT

E IN

V




TIO

NV

ESTI

GA

SIT

E IN

V




TIO

NV

ESTI

GA

SIT

E IN

V

INTERVAL POWER METER DATA - INVALUABLEINTERVAL POWER METER DATA - INVALUABLE




Additional Data to be Gathered:

ATI

ON


- Building Schedule and Occupancy Profile

f f l

VES

TIG

A - Types of occupancy, quantity of regular occupants and visitors, regular hours of occupancy

SIT

E IN

V



BUILDING OCCUPANCY – EXAMPLESBUILDING OCCUPANCY – EXAMPLESA

TIO

N DIFFERENTOCCUPANCY

PROFILES

DIFFERENTOCCUPANCY

PROFILES

VES

TIG

A PROFILESPROFILES

SIT

E IN

V

DIFFERENTENERGY

DIFFERENTENERGY

CONSERVATIONMEASURES

CONSERVATIONMEASURES



BUILDING OCCUPANCY – EXAMPLESBUILDING OCCUPANCY – EXAMPLESA

TIO

NV

ESTI

GA

SIT

E IN

V

HELP THE OWNER PROVIDE DATA AS EASY AS POSSIBLEHELP THE OWNER PROVIDE DATA AS EASY AS POSSIBLE





ATI

ON


- Building / System setpoints

VES

TIG

A - Determine target operating conditions and system setpoints to integrate information with occupancy profile for

l i

SIT

E IN

V analysis



BUILDING / SYSTEM SETPOINTS – EXAMPLE DATABUILDING / SYSTEM SETPOINTS – EXAMPLE DATAA

TIO

NV

ESTI

GA

SIT

E IN

V

TERMINAL UNIT AIRFLOW SETPOINTS NOT AS DESIGNEDTERMINAL UNIT AIRFLOW SETPOINTS NOT AS DESIGNED




TIO

NV

ESTI

GA

SIT

E IN

V





TIO

NV

ESTI

GA

SIT

E IN

V





TIO

NV

ESTI

GA

SIT

E IN

V

OUTSIDE AIRFLOW SETPOINTS NOT AS DESIGNEDOUTSIDE AIRFLOW SETPOINTS NOT AS DESIGNED




TIO

NV

ESTI

GA

SIT

E IN

V

LOW R.H. ‘HIGH LIMIT’ CAUSING HIGH ENERGY USELOW R.H. ‘HIGH LIMIT’ CAUSING HIGH ENERGY USE



EBCx Activities - INVESTIGATIONEBCx Activities - INVESTIGATION

Planning for EBCx Investigation:

ATI

ON

Planning for EBCx Investigation:

Include additional systems in EBCx scope that may not be included in the scope for ECM/FIM

VES

TIG

A may not be included in the scope for ECM/FIM development.

Plan for initial functional testing during Building Investigation to optimize the use of on-site time.

SIT

E IN

V Investigation to optimize the use of on site time.

Integrate any TAB elements of EBCxinvestigation into client proposals to provide a clear idea of project costs. idea of project costs.



EBCx Activities - INVESTIGATIONEBCx Activities - INVESTIGATION

Some investigative tasks especially field testing

ATI

ON

Some investigative tasks, especially field testing, contribute to EBCx as well as potential ECMs and FIMs.

Integrate EBCx into project plans from the start to

VES

TIG

A Integrate EBCx into project plans from the start to ensure project efficiency.

Goal of EBCx is to optimize systems according to design intent in addition to addressing issues of

SIT

E IN

V design intent, in addition to addressing issues of energy use and operational efficiency.

EBCx activities will inform the development of ECMs and FIMs and vice versa ECMs and FIMs, and vice versa.



EBCx Activities – Investigative Test, Adjust, BalanceEBCx Activities – Investigative Test, Adjust, Balance

Before initial measurements are performed:

ATI

ON

Before initial measurements are performed:

Outline how TAB will be included in various stages of the project

VES

TIG

A the project

Discuss and determine appropriate reporting methods / forms to facilitate EMP analysis and use of the data – not ‘standard TAB reporting’

SIT

E IN

V the data not standard TAB reporting

Determine baseline metrics / tolerances

Identify any specific areas of concern (e.g., reports of IAQ )poor IAQ, etc.)



EBCx Activities – Investigative Test, Adjust, BalanceEBCx Activities – Investigative Test, Adjust, Balance

Determine whether air and water flow

ATI

ON

Determine whether air and water flow measurements correspond to design intent

VAV Terminal Unit airflow calibrations…

VES

TIG

A

Air Flow Measurement Station (AFMS) calibration…

Instantaneous power measurements of HVAC equipment, lighting panels, other loads…

SIT

E IN

V q p , g g p ,

Results of testing will inform further questions for building engineering and O&M staff



INVESTIGATIVE TAB – EXAMPLE RESULTSINVESTIGATIVE TAB – EXAMPLE RESULTSA

TIO

NV

ESTI

GA

SIT

E IN

V

CONCISE RESULTS… BUT CAN IT BE PRESENTED BETTERCONCISE RESULTS… BUT CAN IT BE PRESENTED BETTER




TIO

NV

ESTI

GA

SIT

E IN

V

VAV AIRFLOW CALIBRATION CHECKS - SAMPLEVAV AIRFLOW CALIBRATION CHECKS - SAMPLE




TIO

NV

ESTI

GA

SIT

E IN

V

OUTSIDE AIR FLOW STATION CALIBRATION CHECKSOUTSIDE AIR FLOW STATION CALIBRATION CHECKS



EBCx Activities – Limited Functional TestingEBCx Activities – Limited Functional Testing

Discuss and refine scope for initial EBCx functional

ATI

ON

Discuss and refine scope for initial EBCx functional testing with the client

- Testing of multiple similar items at this time may be sampling based ( $ vs affect)

VES

TIG

A be sampling based ( $ vs. affect)

Use observations from site visits and specific client concerns to target systems – not meant to be all-inclusive or exhaustive

SIT

E IN

V inclusive or exhaustive

When feasible, integrate limited functional testing with other project field testing – EXAMPLE: cool / heat testing with VAV calibrationtesting with VAV calibration

BAS Trends do not replace functional testing!p g



EBCx Activities – Limited Functional TestingEBCx Activities – Limited Functional Testing

Limited functional testing can provide insight

ATI

ON

Limited functional testing can provide insight to conditions such as:

- A valve is leaking by

VES

TIG

A

- A damper does not seal properly

- A valve or damper actuator is defective

SIT

E IN

V - A temperature, RH, CO2 sensor is defective or requires calibration

- Temperature sensor is misplaced or point is not mapped correctly



SENSOR CALIBRATION CHECKS – EXAMPLE DATASENSOR CALIBRATION CHECKS – EXAMPLE DATAA

TIO

NV

ESTI

GA

SIT

E IN

V




TIO

NV

ESTI

GA

SIT

E IN

V




TIO

NV

ESTI

GA

SIT

E IN

V




The Proposal has two features:

ATI

ON

The Proposal has two features:

Energy Plan Investment P l

VES

TIG

A Outline

• Compiles results of building walk-through

d i iti l d t

Proposal

• Outlines costs for further developing ECM FIM d

SIT

E IN

V and initial data analysis

• Presents proposed ECM, FIM, and other

ECM, FIM, and an EBCx Plan

• Includes a projected timeline for the entire , ,

project elements project



INVESTMENT PROPOSALA

TIO

NV

ESTI

GA

SIT

E IN

V

Proposal to provide detailed ECM / FIM Analysis services and project level financial calculationsand project level financial calculations.



ENERGY PLAN OUTLINEA

TIO

NV

ESTI

GA

SIT

E IN

V




Questions from Audience?Questions from Audience?

ATI

ON

Success stories?

VES

TIG

A


SIT

E IN

V




IMPLEMENTATION

FINAL ACCEPTANCE

SITE INVESTIGATION


PROJECT ASSESSMENT





IMPLEMENTATION

FINAL ACCEPTANCE

SITE INVESTIGATION

DETAILED ANALYSIS FINANCIAL METRICS CLIENT APPROVAL

PROJECT ASSESSMENT




MISSION: - Produce accurate costs and savings estimates for all - Produce accurate costs and savings estimates for all

potential measures

- Thoroughly assess all ECM, FIM, and EBCx

&

YSIS

- Articulate financial metrics and goals for project

- Provide necessary detailed analysis for the client to make decisions regarding EBCx and ECM / FIM

M / F

IM &

X A

NA

LY

implementation.

ECM

EBCX

THE ANALYSIS PHASE MAKES THE BUSINESS CASE TO BRIDGE THE GAP FROM AN AUDIT TO AN ENERGY

MANAGEMENT PROCESS

THE ANALYSIS PHASE MAKES THE BUSINESS CASE TO BRIDGE THE GAP FROM AN AUDIT TO AN ENERGY

MANAGEMENT PROCESS



BUSINESS KEYS:

- Detailed analysis is necessary therefore a detailed scope of work is required so that measure cost is calculated as accurately as the savings Engage other &

Y

SIS

calculated as accurately as the savings. Engage other team members as required.

- Express the measure specific and project level financial performance in the terms which the Client M

/ F

IM &

X A

NA

LY

financial performance in the terms which the Client makes their decisions… express clearly, use charts.

- Gain Client Approval by impeccable presentation and explanation of the business case you have built to

ECM

EBCX

explanation of the business case you have built to support the project.



DETAILED MEASURE DEVELOPMENT

&

YSIS

M / F

IM &

X A

NA

LYEC

MEB

CX




&

YSIS

M / F

IM &

X A

NA

LYEC

MEB

CX




&

YSIS

M / F

IM &

X A

NA

LYEC

MEB

CX




&

YSIS

M / F

IM &

X A

NA

LYEC

MEB

CX




&

YSIS

M / F

IM &

X A

NA

LYEC

MEB

CX

Detailed cost estimates for ECM / FIM prior to the implementation phase…



EXPRESS FINANCIAL PERFORMANCE

&

YSIS

M / F

IM &

X A

NA

LYEC

MEB

CX

Chart presents project ROI in terms of utility cost variance and estimated savings percentage…



CONFIRMING THE BUSINESS CASE

&

YSIS

M / F

IM &

X A

NA

LYEC

MEB

CX




&

YSIS

M / F

IM &

X A

NA

LYEC

MEB

CX




&

YSIS

M / F

IM &

X A

NA

LYEC

MEB

CX




&

YSIS

M / F

IM &

X A

NA

LYEC

MEB

CX



SECURING CLIENT APPROVAL

&

YSIS

M / F

IM &

X A

NA

LYEC

MEB

CX




&

YSIS

M / F

IM &

X A

NA

LYEC

MEB

CX




&

YSIS

M / F

IM &

X A

NA

LYEC

MEB

CX




&

YSIS

M / F

IM &

X A

NA

LYEC

MEB

CX




&

YSIS

M / F

IM &

X A

NA

LYEC

MEB

CX




&

YSIS

M / F

IM &

X A

NA

LYEC

MEB

CX




IMPLEMENTATION

FINAL ACCEPTANCE

SITE INVESTIGATION


PROJECT ASSESSMENT





FINAL ACCEPTANCE

PERFORM EBCx ECM/FIM EXECUTION M&V SET-UP

SITE INVESTIGATION


PROJECT ASSESSMENT




MISSION: - Develop effective plans that guide the installation of - Develop effective plans that guide the installation of

ECMs and FIMs

- Implement final set of measures

TIO

N

- Plan and execute commissioning and TAB activities for new and existing systems

- Ensure that ECMs, FIMs, and EBCx are successful and MEN

TAT

satisfy client’s goals

IMP

LEM




IMPLEMENTATION

FINAL ACCEPTANCE

SITE INVESTIGATION


PROJECT ASSESSMENT





IMPLEMENTATION

DOCUMENTATION M&V EXECUTION

SITE INVESTIGATION


PROJECT ASSESSMENT




MISSION: - Complete and document commissioning and TAB - Complete and document commissioning and TAB

activities

- Produce useful summaries of completed retrofits and manuals describing the building in its new stateA

NCE

manuals describing the building in its new state

- Update O&M procedures to reflect energy management best practices

ACCEP

TA

- Confirm through M&V that ECMs and FIMs were installed and are functioning correctly

FIN

AL

A



BUSINESS KEYS: - Documentation is a vital part of following through

AN

CE

- Documentation is a vital part of following through and completing a project properly… this is as important for that current project as it is for the NEXT project…

ACCEP

TA - “As-Tested” Control Sequences, Submittals, O&M Manuals, System Manuals, TAB Report, O&M Training, etc… - Make it USABLE INFORMATION!

FIN

AL

A

- Measurement & Verification verifies that measures are performing according to expectations. Good M&V practices also provides reinforcement to the Client of a job well-done and also provides marketing material for additional Clients…



RECORD OF SEQUENCES & SETPOINTSA

NCE

ACCEP

TAFI

NA

L A



MEASUREMENT & VERIFICATION

M& V Follow-up Electrical : (non-corrected)

AN

CE

M& V Follow-up... Electrical : (non-corrected)

Consumption:Baseline (2009) : 2 655 600 kWh

ACCEP

TA Baseline (2009) : 2,655,600 kWhPerformance (2011) : 2,186,800 kWh (-17.7%)

Cost:

FIN

AL

A Cost:Baseline (2009) : $299,848Performance (2011) : $251,923 (-16.0%)

Estimate from Inv. Analysis: 18% SAVINGS



MEASUREMENT & VERIFICATION

M& V Follow-up Natural Gas : (non-corrected)

AN

CE

M& V Follow-up... Natural Gas : (non-corrected)

Consumption:Baseline (2009) : 7 563 800 cf

ACCEP

TA Baseline (2009) : 7,563,800 cfPerformance (2011) : 4,050,500 cf (-46.4%)

Cost:

FIN

AL

A Cost:Baseline (2009) : $129,350Performance (2011) : $55,181 (-57.3%)

Estimated from Inv. Analysis: 27% SAVINGS



MEASUREMENT & VERIFICATIONA

NCE

ACCEP

TAFI

NA

L A




NCE

ACCEP

TAFI

NA

L A




NCE

ACCEP

TAFI

NA

L A

Annual HDD / CDD nearly identical in performance year




IMPLEMENTATION

FINAL ACCEPTANCE

SITE INVESTIGATION


PROJECT ASSESSMENT




ON-GOING Cx MONITORING

IMPLEMENTATION

FINAL ACCEPTANCE

SITE INVESTIGATION


PROJECT ASSESSMENT




MISSION: - Develop and implement an Ongoing Cx Plan- Develop and implement an Ongoing Cx Plan

- Use OGCx to continuously monitor energy savings from ECMs to correct issues or to identify opportunities for further savings N

ERG

YEN

T

opportunities for further savings

- Recommend practices that will further optimize operations and maintenance

UO

US E

NN

AG

EME

- Establish strategies for periodic benchmarking and regular updates to energy management plans and practices

ON

TIN

UM

AN

C



BUSINESS KEYS: - On-Going Commissioning (OGCx) activities applied:- On-Going Commissioning (OGCx) activities applied:

- to existing buildings after Energy Management projects to ensure the persistence of efficiency improvementsN

ERG

YEN

T

improvements.

- for recently constructed (and commissioned) buildings to maintain performance level of ‘new construction’ U

OU

S E

NN

AG

EME

construction

- Periodic Benchmarking using same metrics which were used during Assessment and Exploration phases of Energy ManagementO

NTI

NU

MA

N

of Energy Management.C

THESE ACTIVITIES ENSURE EMP CONTINUED INVOLVEMENT WITH CLIENT AND LEADS TO ADDITIONAL SERVICES

THESE ACTIVITIES ENSURE EMP CONTINUED INVOLVEMENT WITH CLIENT AND LEADS TO ADDITIONAL SERVICES



ON-GOING C x - MONITORING

NER

GY

ENT

UO

US E

NN

AG

EME

ON

TIN

UM

AN

INTERVAL CHILLED WATER USAGE DATA - INVALUABLEINTERVAL CHILLED WATER USAGE DATA - INVALUABLE

C



UTILITY MONITORINGUTILITY MONITORING

NER

GY

ENT

UO

US E

NN

AG

EME

ON

TIN

UM

AN


C




NER

GY

ENT

UO

US E

NN

AG

EME

ON

TIN

UM

AN


C




NER

GY

ENT

UO

US E

NN

AG

EME

ON

TIN

UM

AN


C




NER

GY

ENT

UO

US E

NN

AG

EME

ON

TIN

UM

AN

POWER CONSUMPTION ANOMALYPOWER CONSUMPTION ANOMALY

C




NER

GY

ENT

UO

US E

NN

AG

EME

ON

TIN

UM

AN

‘ENERGY INTERVENTION’‘ENERGY INTERVENTION’

C



PERIODIC BENCHMARKINGPERIODIC BENCHMARKING

NER

GY

ENT

UO

US E

NN

AG

EME

ON

TIN

UM

AN

C

1 2 3 4 5 6

FOLLOW UP ON PROJECTS… EVEN IF NOT PAID TO…FOLLOW UP ON PROJECTS… EVEN IF NOT PAID TO…



UTILITY CONSUMPTION ANALYSIS UPDATEUTILITY CONSUMPTION ANALYSIS UPDATE

NER

GY

ENT

UO

US E

NN

AG

EME

ON

TIN

UM

AN

C



SYSTEM LEVEL KEY METRICS MONITORINGSYSTEM LEVEL KEY METRICS MONITORING

NER

GY

ENT

UO

US E

NN

AG

EME

ON

TIN

UM

AN

C




NER

GY

ENT

UO

US E

NN

AG

EME

ON

TIN

UM

AN

C

UNSTABLE OUTSIDE AIR VOLUME CONTROLUNSTABLE OUTSIDE AIR VOLUME CONTROL




NER

GY

ENT

UO

US E

NN

AG

EME

ON

TIN

UM

AN

C

UNSTABLE COOLING COIL LEAVING AIR CONTROLUNSTABLE COOLING COIL LEAVING AIR CONTROL


Energy Management Process OverviewCommissioning Integrated Energy ManagementCommissioning Integrated Energy Management


IMPLEMENTATION

NG

LAN

CE

FINAL ACCEPTANCE

SITE INVESTIGATION


MM

ISSIO

NIN

AD

JUST,

BA

L

ENERGY USE EXPLORATIONCO

M

TEST,

A

PROJECT ASSESSMENT
