b e s l brooks energy & sustainability lab kristin heinemeier, ph.d., p.e. technical director...

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B E S L Brooks Energy & Sustainability Lab Kristin Heinemeier, Ph.D., P.E. Technical Director Brooks Energy & Sustainability Lab with Balaji Santhanakrishnan, Anita Ledbetter, Michael Martin, Dean Schneider, Jim Shoop, Wes Harvey, Joseph Martin, Frank Thomas 12 th National Conference on Building Commissioning May 18, 2004 Metrics for Reporting Benefits of Commissioning in New School Facilities

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Kristin Heinemeier, Ph.D., P.E.Technical Director

Brooks Energy & Sustainability Lab

with Balaji Santhanakrishnan, Anita Ledbetter, Michael Martin, Dean Schneider,

Jim Shoop, Wes Harvey, Joseph Martin, Frank Thomas

12th National Conference on Building Commissioning

May 18, 2004

Metrics for Reporting Benefits of Commissioning

in New School Facilities

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Benefits of Commissioning

Reduce Operating Costs Energy O&M

Better Building Thermal comfort Indoor air quality

Better Process for Providing Building On time Within budget

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There is an urgent need for solid (non-anecdotal) data on the benefits of commissioning.

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Case Study into Benefits for Texas Schools

Funded by State Energy Conservation OfficeInvestigate the Feasibility of Commissioning in New School FacilitiesEmphasize BenefitsDevelop a Guide for other Texas Schools

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Possible Methodologies

Large Sample Size Statistically significant sample Expensive! What metrics to collect?

Carefully Controlled Side-by-Side Hard to find good comparisons A lot of variables to control How generalizable are results Still need metrics for comparison

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Methodology We Used

Exploratory, Not-So-Controlled Side-by-Side StudyMixture of Qualitative and Quantitative Methods Quantify, Estimate, Identify

Very detailed data collection

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Commissioned School

Northside ISD – San AntonioDean Krueger Elementary School 100,800 sqft 800 students ~$11,000,000 construction cost (est) Design started 2003 Expected Occupancy August 2005

MEP Commissioned by TSI

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Baseline School

Patricia Blattman Elementary School 80,000 sqft (a little smaller) 660 students (a little fewer) ~$10,400,000 construction cost

(est) (a little less) Design started 2001 Occupancy August 2003 Same architect, different

contractors

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Baseline School: Blattman Elementary School

source: www.nisd.net

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Baseline School: Blattman Elementary School

source: www.nisd.net

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Baseline School

From an uncommissionedschool we expected:

Chaos Upon First Occupancy

source: www.nisd.net

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Baseline School

But it’s a verygood school.

source: www.nisd.net

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Data Collection Methods

Interviews School District Staff (engineering,

construction, energy management, O&M) Architect, ME, GC, Subcontractors

Construction Documents Building Plans and Specs, Change Orders,

Requests for Information, Meeting Minutes

Work Order DataUtility Data, Interval Energy DataOccupant Surveys and InterviewsBuilding Walkthru, Observations

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Analysis Methods

Define Narrative of Design and Construction ProcessesModeling

Without Deficiencies

WithDeficiencies

WithDeficiencies

WithoutDeficiencies

Baseline Building

CalibratedSimulation

Adjusted Simulation

Identify Deficiencies

Identify Deficiencies

Commissioned Building

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Analysis Methods, cont.:Define and Tabulate Metrics

NumericClearly Defined, Unambiguous Easily Collected using Simple Data Collection MethodsNormalized for Different Size Schools (sqft or construction costs) and Other Factors Capture Benefits from Commissioning

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Request for Information

Formal Communication from Contractor to Design Team ask for clarification comment on items that may not work as

designed suggest alternative design

Are they good or bad? design was unclear or incorrect healthy communication between contractor

and designers

Metrics Number of MEP-related RFIs/10,000 sqft

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RFIs at Baseline School

92 RFIs submitted 22 related to MEP – 2.6/10,000 sqft

For MEP-related RFIs 0-32 days in review, 9 average

Several resulted in Change OrdersSeveral could have been addressed in Design Stage

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Change Orders

Work required by contractor differs from what was assumed during the bidding process unforseen circumstances change in requirements by designer or owner response to RFI

More expensive to do work as a change orderMetrics Number of MEP-related Cost / 10,000 sqft Cost (as % of construction costs)

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MEP-Related Change Orders at Baseline School

Number of Change Orders

Cost of Change Orders

drainage in playground 4 43,577$ gym air conditioning 2 24,322$

misc PLUMBING 10 11,099$ misc ELECTRICAL 10 4,820$

misc HVAC 3 3,693$ plumbing/HVAC conflicts 1 3,556$

ventilation for electrical room 1 2,497$ misc FIRE/SECURITY 2 1,409$

pressure valve 1 -$ weatherstripping on doors 1 -$

library dehumidifier 2 -$ TOTAL 37 94,973$

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Ex: Adding Ventilation as CO

41% of price

Prepare Opening in SR Ceiling Sheet Metal Labor: Reassignment of ManpowerTouch up Painted Ceiling Sheet Metal Labor: Concurrent OperationsMaterial Handling Sheet Metal Labor: Beneficial OccupancyClean Up Sheet Metal Labor: Site AccessPM Coordination Time CoordinationEstimating Time Drafting/As-Built DrawingsField Clerk TestingAs-built & Shop Drawings Administrative fee

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Punch List

Result of Inspection near end of construction All items must be addressed as part of

Substantial completion

Want this List as Short as Possible EVERYBODY wants to finish project, so

items may be ignored

Metrics number of MEP-related items on

punchlist/room

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MEP-Related Punch List at Baseline School

Total IssuesAvg. Issues /

Room Total IssuesAvg. Issues /

Room

Building A 69 3.0 82 2.5Building B 30 2.0 41 1.5Building C 59 2.2 56 1.7Building D 56 4.7 109 3.9

Mechanical Rooms - - 84 8.4TOTAL 214 2.6 372 2.8

GRAND TOTAL 586 2.7

Above Ceiling Inspections Final Punchlist

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ScheduleCx helps anticipate and eliminate schedule conflictsAddressing issues earlier rather than later, in design and constructionDefine Milestones: Beginning of Design End of Design/Beginning of Construction

(est/actual) End of Construction (est/actual)

Metrics % Slippage (actual duration/expected

duration)

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Schedule at Baseline School

Est. Act. DiffMilestones:

Design Begins (Schematic Design Review) 24-Jul-01Construction Begins (First Construction Meeting) 18-Mar-02 05-Mar-02 -13 daysConstruction Ends (Substantial Completion) 14-Apr-03 31-Jul-03 108 days

Duration (days):Design Phase 237 224 -5 %Construction Phase 405 513 27 %

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Cost

Cost of Designing and Building the Facility Can be Reduced Design Costs Construction Costs (including all

contingencies and change orders)

Metric $/sqft percent overrun:

bid / expected (how well design met cost expectations)

actual / bid (cost overruns during construction)

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Cost at Baseline School

Difference between Expected and Actual Design Cost -4%

Difference between Expected and Bid Construction Cost -5%

Difference between Bid and Actual Cost 1%

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Work Orders

Cx should Reduce Number of Service Calls and Cost of Service Calls Especially during early occupancy:

problems have already been addressed More maintainable building

Metrics Number and Cost of MEP-related

Service Calls in first year / 10,000 sqft

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Work Orders at Baseline School

Number of Work Orders

Cost of Work

Orders

Routine Maintenance 65 7,088$ Preventive Maintenance 27 898$

Warranty Issues 18 -$ Vandalism 5 537$

Contractor Support for Projects Not Initiated by Maintenance

5 466$

New Work 2 60$ TOTAL 122 9,049$

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Occupant Identified Problems

Occupants are a good judge of significance of problemsSurveys, interviews of principal, teachers, custodian, other staff, studentsShould be fewer occupant-reported problems, especially in early occupancyMetrics Number of Significant MEP-related

Problems reported in first year Judgement: what is significant?

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Occupant Identified Problems at Baseline School

5 Significant Problems Reported: AC in Gymnasium didn’t work Problems with Plumbing Window and Door Leaks Premature Ballast Failures Dusty Rooms

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Energy Use

Energy Use should be lower than Non-Commissioned SchoolMetric Site Btu/sqft for first year - %

below benchmark (CBECS regional) Other normalization:

Weather Computer labs, AC in Gym, pools

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Energy Use

Monthly Energy Use (first 6 months)

5.1 kBtu/sqft 30% Above District Average 10% Below CBECS South

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Aug 03 Sep 03 Oct 03 Nov 03 Dec 03 Jan 04 Feb 04 Mar 04 Apr 04 May 04 Jun 04 Jul 04

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(kB

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Gas

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District Avg.

CBECS, South

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Summary of Metrics

Others to consider: callbacks, major deficiencies thermal comfort, IAQ,

RFIs Number of MEP-Related RFIs (per 10,000 sqft) 2.6 Average Number of Days in Review 9

Change Orders Number of MEP-Related Change Orders (per 10,000 sqft) 4.4 Cost of MEP-Related Change Orders (% of Construction Cost) 0.9%

Punchlist Average Number of MEP-Related Punchlist Issues per Room 2.7 Schedule Difference between Expected and Actual Duration of Design Phase -5.5%

Difference between Planned and Actual Duration of Construction Phase 26.7%Cost Difference between Expected and Actual Design Cost -4.2%

Difference between Expected and Bid Construction Cost -4.7%Difference between Bid and Actual Cost 1.2%

Post-Occ Eval. Number of Significant MEP-Related Issues Identified in First Year 5 *Work Orders Number of MEP-Related Work Orders in First Year (per 10,000 sqft) 14.5 *

Cost of MEP-Related Work Orders in First Year (per 10,000 sqft) 1,079$ *Energy Use Electricity (annual kBtu/sqft) 23.7 *

Natural Gas (annual kBtu/sqft) 7.0 ** = first six months

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Future Work Needed

How reliable are the metrics? How much natural variation is there?

What is the best normalization?What is the appropriate scope (eg, MEP)?How well do they really capture performance? How much effort does it take to collect them? Who can collect them?How much are they affected by judgement required?

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Application of Metrics

Include these types of metrics in case-study protocols eg, California Commissioning Collaborative

Large statistically-significant data collection efforts (combined efforts? BCA?)Compared to what? Need research on current practices in

building construction and metrics for performance of conventional buildings

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Thank you!Questions?

source: www.nisd.net