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©California Commissioning Collaborative

California Commissioning CollaborativeAdvisory Council Meeting

April 12, 2007


CCC Advisory Council Meeting9:30 AM Welcome, Introductions, and Announcements Don Frey

10:00 AM CCC Project Updates Kirstin Pinit

10:15 AM ICEBO Malcolm Verdict and John Millhone

10:45 AM BREAK

11:00 AM Discussion: RCx Terms and Definitions Don Frey

11:30 AM EPA RCx Demonstration Project in Shanghai, China Pete Keithly

11:50 AM LUNCH

12:50 PM Program Profile: IOU Cross Cutting RCx programs Amanda Potter

1:10 PM Market Research Findings and Next Steps Marti Frank

2:10 PM BREAK

2:25 PM Small Building Commissioning Dan Burgoyne

2:55 PM LBNL Commissioning Research Updates Evan Mills

3:25 PM Wrap - Up- Upcoming Meetings- Agenda Items

Don Frey


Welcome

• Introductions and Announcements


Project Updates

• Owner Outreach• Verification of Savings• Market Research• RCx Toolkit• Roadmap to Achieving the Cx Goals of the GBEO• CCC Online Library Updates• West Coast Energy Management Congress


Owner Outreach

• Green CA Summit, March 12-14– One Day Workshop on Benchmarking and RCx– One Hour Seminar on RCx– Materials at several vendor booths and the Energy Pavilion

• DGS Earth Day Event, April 18– Broad audience – government to general public– Table display to include CCC materials for all audiences

• Next Steps: – Researching contacts with owner groups– Develop presentation for owners


Verification of Savings

• Project began this month– Team kick-off meeting held– Task 1: Review existing M&V documentation and conduct

interviews to identify key elements of the QA process– Breakfast discussion tentatively planned for NCBC (Friday)– 1st Deliverable: Definition of Objectives for the QA Process

• Setting up Project Advisory Committee– Contact Kirstin Pinit if you are interested in participating– [email protected]

mailto:[email protected]


Market Research• Summary of research will be presented later today


RCx Toolkit• Draft templates and sample docs developed• Peer review of draft templates and sample docs in

progress (to be completed April 23rd)• Project Advisory Committee (PAC) met in March

– PAC response was positive; some question about how the Toolkit addresses Title 24 requirements

– Comment forms sent to PAC to gather detailed feedback on templates and sample docs

– PAC input will also be used to develop a prioritized list of tools for development

• RCx calculation spreadsheet tool development to begin in May


Roadmap to Achieving the Cx Goals of the GBEO

• Delivered final report to Work Group• Report will be available from CCC library


CCC Online Library Updates

• You are invited to submit papers, reports, and other publications to be included in the CCC library

• Send electronic copies or links to [email protected]



West Coast Energy Management Congress

• June 6-7 in Long Beach, CA• CCC materials will be available at SCE’s booth• Any Advisory Council/Board members attending?

– If you are willing to spend some time at the SCE booth to answerquestions about CCC, contact Kirstin Pinit

– [email protected]



ICEBO 2007Nov. 1-2, San Francisco

Presented by:John Millhone and Malcolm Verdict


ICEBO’s History and Mission

• The International Conference on Enhanced Building Operations (ICEBO) was initiated in 2001 by the Energy Systems Laboratory of Texas A&M University

• The goal is to provided a focused contribution to the growing attention being given to building commissioning and operations

• ICEBO focuses on- Enhancing the operation of existing commercial and institutional buildings, responding to changes in building operations and incorporating advanced technologies- Promoting international collaboration by rotating the conferences between U.S. and foreign locations and by working closely with IEA Annexes 40 and 47- Encompassing multi-building complexes, such as campuses, laboratory complexes, and military facilities- Serving as a meeting ground for the private sector, governments and universities


Highlights of Recent ICEBO Conferences

ICEBO 2004, Paris: Strengthened collaboration with Europe and the IEA during its transition from Annex 40 to Annex 47

ICEBO 2005, Carnegie Mellon University: Enhanced engineering and architectural collaboration in cooperation with CMU’s Center for Building Performance and Diagnostics

ICEBO 2006, Shenzhen, China: Increased the attention to Cx at a critical time when energy efficiency is becoming a China priority. Attracted more than 330 papers—a creative, wide-ranging outpouring of experience and concepts, reminiscent of the U.S. in the late 1970s.

ICEBO 2008, Berlin, Germany: (Planned) Improve awareness and collaboration between U.S. and European partners and secure an important role for Cx as growing attention is given to improving energy efficiency and reducing greenhouse gas emissions


Goals for ICEBO 2007

• For California participants, provide information about the Cx and enhanced building operation activities and plans being undertaken in other states and internationally.

• For other participants, enrich their awareness of California’s leadership in the Cx and related fields of building energy efficiency and applied R&D, with special attention to new California programs and plans.

• Provide a forum for the exchange of information among engineers, architects, contractors and building scientists dedicated to continuous improvements in building energy performance.

• Expand international collaboration, by attracting participation from Mexico and Latin America. The creation/expansion of an international Cx network is an ICEBO goal. A Texas and California effort to involve Mexico would appear promising. While we’re late in making this approach, we’d like to introduce it for discussion.


Current Plans for ICEBO 2007Plenary Sessions• Opening Session• International Activities• Enhanced Building Operations in Multi-building Sites• Future Directions and ChallengesTechnical Sessions • Four two-hour time slots; four parallel sessions in each time slot• Session topics drawn from peer-reviewed papersPre-conference WorkshopsAdditional Options• Reception Wednesday evening• Site visit (tbd)


Topics for Comments and Suggestions

• CCC Priorities: Our primary interest today is to learn how the ICEBO conference can be designed to benefit the goals and objectives of the CCC?

• Plenary Session Topics: Are the proposed topics interesting and/or a high priority in California? A suggested additional or alternative topic is the importance of including Cx benefits consistently in projections of future energy savings.

• Speakers: The plenary sessions are an opportunity for California to share its leadership in Cx and building programs to a national and international audience and for the audience to learn from your activity. We’d appreciate your recommendations.

• Papers: The published, peer-reviewed papers are an important ICEBO product. We’d appreciate your help in encouraging your colleagues to submit abstracts.

• Sponsors: Sponsorships are welcomed at various levels. We would appreciate your guidance to avoid competing with CCC members where funds are limited.


Information Resources

Websites: ICEBO: http://icebo.tamu.eduIEA Annex 47: www.iea-annex47.org

Contacts:John Millhone, Conference Director [email protected] Verdict, Associate Director, Energy Systems Laboratory,

Texas A&M University [email protected]

Lana Tolleson, Program Coordinator [email protected]

http://icebo.tamu.edu/

http://www.iea-annex47.org/





ICEBO 2007 Sponsors and SupportersSponsors:

California Energy CommissionCEC’s Public Interest Energy Research (PIER) ProgramCalifornia Institute for Energy and EnvironmentU.S. Department of Energy (Pending)

Supporters:Carnegie Mellon UniversityUniversity of Nebraska-LincolnNational Conference on Building Commissioning

(Past sponsors include: Siemens Building Technologies, Steinbrenner Institute, Johnson Controls, York, Carrier, Broad Air Conditioning, Baltimore Aircoil, Asian Pacific Conference on Building Commissioning, Garforth International, Omaha Public Power District)

For more information, visit http://icebo.tamu.edu/sponsors.htm

http://icebo.tamu.edu/sponsors.htm


ICEBO 2007 invites papers on the following topics:• Employing commissioning in existing buildings through retro-commissioning,

recommissioning and Continuous Commissioning® to achieve a sustained enhancement of building operations.

• Combining building energy efficiency, commissioning and retrofit opportunities to optimize performance and adjust to changes from the original building designs.

• Sharing international building commissioning experience and programs to better realize the global potential of enhanced building operations.

• Applying cost-effective commissioning to low-energy buildings and buildings that embody renewable and Green Building technologies.

• Adapting commissioning tools to multi-building complexes, such as university campuses, major laboratories, and military bases.

• Using building energy measurement and verification tools to optimize control systems and to confirm energy savings and carbon emission reductions.

• Attracting new funding sources for enhanced building operation programs, including utility programs, state initiatives, and corporate commitments.

• Initiating and integrating new Enhanced Building Operations programs into local, state, national and international energy policies.

(Abstracts are requested by Apr. 20th. For more information, visit: http://icebo.tamu.edu )

http://icebo.tamu.edu/


Draft Program at a GlanceThursday, Nov. 18:00 a.m. – 9:30 a.m. Opening Welcome and Keynote Presentations, including ESL, CEC, CIEE,

keynoter 9:30 a.m. – 10:00 a.m.Coffee Break 10:00 a.m. – 12:00 p.m.Technical Sessions. Four parallel sessions. 12:00 p.m. – 1:15 p.m. Luncheon – Speaker 1:30 p.m. – 3:30 p.m.Technical Sessions. Four parallel sessions. 3:30 p.m. – 4:00 p.m. Coffee Break 4:00 p.m. – 5:00 p.m.Plenary Session. Panel on Cx and EBO on multi-building complexes 5:30 p.m. – 8:00 p.m. Reception, Possible Tour and BanquetFriday, Nov. 28:30 a.m. – 10:00 a.m. Plenary Session. Panel on IEA Annex 47 and other international activities10:00 a.m. – 10:30 a.m.Coffee Break 10:30 a.m. – 12:30 p.m.Technical Sessions. Four parallel sessions. 12:30 p.m. – 1:30 p.m. Luncheon 1:30 p.m. – 3:30 p.m. Technical Sessions. Four parallel sessions. 3:30 p.m. – 4:00 p.m.Coffee Break 4:00 p.m. – 5:00 p.m.Plenary Session. Panel on future direction and challenges for Cx and EBO.

Closing.


BREAK


Discussion: Commissioning Terms and Definitions• Commissioning for bottom line savings or building performance –

Is there a difference?

• What implications do these differences have for:– Terminology– Marketing– Program design– Tool development– Services offered

• Can any definition resolve confusion in the market about projectscope and cost?

• What role should the CCC play in making the distinction?


Commissioning Terms• Commissioning – new building• Retrocommissioning• Existing Building Commissioning• Recommissioning• ECM Commissioning• Total Building Commissioning • Persistence Commissioning • Monitoring-Based Commissioning• Troubleshooting• Tune-Up• Ongoing Commissioning• Retrocommissioning Lite


A Few RCx Definitions• CA RCx Guides:

– RCx improves a building’s operations and maintenance procedures to enhance overall building performance.

• BCA– Retro-Commissioning (a type of Existing Building Commissioning) is a systematic

process for investigating, analyzing, and optimizing the performance of building systems through operational and maintenance improvement measures and ensuring their continued performance over time. The Retro-Commissioning process assists in making the building systems perform interactively to meet the Owner’s current operational needs.

• ASHRAE Guideline 0– Retro-Commissioning: The Commissioning Process applied to an existing facility

that was not previously commissioned. This guideline does not specifically address retro-commissioning. However, the same basic process needs to be followed from Pre-Design through Occupancy and Operations to optimize the benefits of implementing the Commissioning Process philosophy and practice.


Focus for this Discussion

What is the action item?


Slide number 1

• a bunch of text


Project Background

• U.S. EPA “eeBuildings” Program Demonstration Project• Goal: Identify Low and No-Cost Recommendations• RCx Project Team Included:

– 3 Engineers from Keithly Barber Associates• 1 Focused on HVAC Systems Equipment• 1 Focused on Building HVAC Control System• 1 Focused on Building Lighting Controls

– 3 Students and Advisor from Tongi University– Interpreter & Program Manager from ICF Consulting– Various On-site O&M Staff and Property Managers


Project Scope Overview

1. Select Three Project Buildings from 9 Potential Candidates

2. Perform Typical Phase I Retro-Commissioning Work on 3 Buildings

3. Assemble and Present Report


Building Selection Criteria• Availability and Clarity of Documentation• Level of Expressed Interest• KBA Familiarity with Systems• Estimate of L&NC Potential (Based on Previous Walk-

Throughs of 9 Candidate Buildings and KBA Experience)


Shanghai Buildings Selected• Lippo Plaza

– 35 Floor Commercial Office Building• COSCO International Shipping & Financial

– 50 Floor Commercial Office Building• Huadu Mansion

– 30 Floor Commercial Office Building


Lippo PlazaCOSCO Financial

Huadu Mansion


Typical 5 Phase RCx Scope

I. Planning & QualifyingII. Comprehensive System InvestigationIII. System Repairs & ImprovementsIV. Comprehensive Functional TestingV. Final Issues Resolution & Turnover


RetroCx Phase I Scope Detail

1. Create a Plan & Gain Team Consensus2. Review Energy Consumption Data3. Review Available Plans and Documents4. Define Original System Design Intent5. Interview Building Operations Staff6. Conduct Physical Condition Inspections7. Conduct Short-Term Data Logging and Functional

Testing8. Report Findings & Recommendations


Common Energy Related Findings• AHU Economizers Disabled or Broken • Dysfunctional HVAC Controls• Dysfunctional HVAC Control Strategy (chilled water

reset, supply air reset, free cooling etc.)• Many Areas Over-Illuminated• Inadequate Operational Training• Inadequate Diagnostic Training• Inadequate Energy Usage Monitoring


Keys to Future RCx Success

• Create Reasonable RCx Plans with Realistic and Achievable Goals

• Involve Building Staff and Local Engineers• Understand, there is no magic solution for sick

buildings. Improved occupant comfort and energy savings will only be realized by:


Solutions for Sick Buildings

• Fully understand how your building system components should function & clearly define an appropriate operational intent.

• Identify, repair or replace all building system components that are dysfunctional.

• Make cost-effective & appropriate building system improvements.

• Continually train your staff and operate buildings in a practical & efficient manner.


QUESTIONS ?


LUNCH


IOU Cross Cutting RCx Programs

• Amanda Potter, PECI


Market Research: Findings and Next Steps

• Marti Frank, PECI


Project Overview

Purpose: Improve owners’ understanding of the value of Cx and RCx

Approach: Open-ended interviews with 28 decision makers

Next steps: Develop strategy to market Cx and/or RCx to hospital and office markets


Hospital A commissioned building works right from Day 1.

RCx improves system performance, protects against unexpected failures, and ensures an optimal patient experience.

Value PropositionsOffice A commissioned building works right from Day 1.

RCx ensures an optimal tenant experience, increases revenue, and improves asset value.


Hospital Findings – the Value Model

High quality patient care

Low costs


Hospital Findings – the Value Model

New construction: Stay on budget and start up with as few problems as possible

Existing buildings: Avoid unexpected failure of critical systems


Hospital Findings – Decision Making

Budgeting:

Adoption process:

Info source:

• Needs exceed resources• Capital v. operating budgets• Common prioritization methods

• Seek improved operations & cost savings• Require good financial case, clear need,

uncomplicated adoption path

• ASHE and colleagues


Hospital Findings – Cx

Awareness:

Application:

Critical factors:

• ASHE & LEED• Case studies and colleagues• Providers costs; colleagues benefits

• Most understand and have experience• Most used 3rd party provider

• Demonstrated need – anecdotal evidence• Good word of peers


Hospital Findings – RCxAwareness:

Application:

Critical factors:

• ASHE• Case studies and colleagues• Providers costs; colleagues benefits

• Only half understand as systematic• Only a few have experience

• Perceived need• Utility rebates• Facility manager vs. national VP


Office Findings – the Value Model

• Attract and retain tenants• Maintain building functionality • Reduce operating costs• Stabilize energy costs


Office Findings – Decision Making

Budgeting:

Adoption process:

Info source:

• Needs exceed resources• Capital v. operating budgets

• Strong financial case with good payback• Low risk• Hassle-free, well-timed implementation• Competes w/non-technical improvements

• Colleagues, vendors, competitors


Office Findings – Cx

Awareness:

Application:

Critical factors:

• LEED

• Majority familiar with Cx• Only a few have experience • Non-adopters at least “aware” of Cx

• Ensure building works correctly• Perceived as too expensive


Office Findings – RCxAwareness:

Application:

Critical factors:

• All aware of RCx

• Majority have experience implementing• Some confusion in use of term “RCx”

• Perceived as too expensive, risky, too complex

• Question about funds for improvements• Tenants don’t value it


Where can we go from here?

How should we convey the value proposition to decision makers?

When, where, what materials?

Next Steps – Discussing our Options


Hospital

CommissioningA commissioned building works right from Day 1.

RetrocommissioningRCx improves system performance, protects against unexpected failures, and ensures an optimal patient experience.

What we know – the Value Propositions

Office

CommissioningA commissioned building works right from Day 1.

Retrocommissioning: RCx ensures an optimal tenant experience, increases revenue, and improves asset value.


Hospital Office Cross-cutting

Cx • Do nothing• Market Cx to architects

• Conduct additional research (non-Class A buildings, other ownership types)

• Market Cx as sustainability strategy

RCx • CCC/ASHE partnership (sessions or workshops at conference)

• Articles about RCx in hospital facility publications (focus on non-energy benefits)

• Case studies (focus on non-energy benefits)

• Case studies (specific to sector)

• Market RCx as tool to improve due diligence in property acquisition or to evaluate newly acquired buidings

• Market RCx as a sustainability measure to tenants

• Focus marketing on non-Class A

• Appoint adopters as “spokespeople”

• Develop “press” or “branding” kit for providers

• Provider education on owners’ perspective

• Provider education on using RCx as a “foot-in-the-door” service

• “Sound bite” data from aggregate studies packaged for provider use


BREAK


Commissioning Small Buildings

• Dan Burgoyne, DGS


LBNL Commissioning Research

• Evan Mills, LBNL


Agenda Items for June

• Program Profiles – Volunteers? Invitations?• Case Studies – Volunteers? Invitations?• Discussion:

– “Cost-Effective, Streamlined Approaches to RCx”– Other ideas?

• Tentative Topics– Patents and the Commissioning Process – Volunteers? Invitations?– Special Guests? – Other Topics?


Upcoming Meetings

• June 21 (SoCal Gas)• August 23 (SMUD)• November 15 (PG&E) – Acceptable?

Thanks to SDG&E for hosting our meeting today!