CBEI Integrated Design Roadmap Reference Manual by Alon

Integrated Design Advanced Energy Retrofit ROADMAP

Overview

Small to Medium-Sized Commercial Buildings

WHAT IS AN INTEGRATED DESIGN ADVANCED ENERGY RETROFIT? Excessive energy use in buildings is a serious challenge--it may be yours!

“The annual cost to fuel and power the buildings of America is

$400 Billion.”

*RMI 1/26/12: Reinventing Fire: Buildings http://www.youtube.com/watch?v=yIi4aDCDrO8 &feature=youtube_gdata_player

DOES YOUR BUILDING FACE THE FOLLOWING CHALLENGES? • Increasing energy bills • Cold and drafty offices, work spaces and warehouses • Frequent heating breakdowns

and air-conditioning

HIGH ENERGY BILLS? If yes, quite possibly, the building’s... • Plug loads have increased with tenant changeover. • Envelope has ruptures that allow air infiltration. • Heating and air-conditioning systems are past their useful life.

• Inadequate lighting

• Lighting fixtures are inefficient and obsolete.

• Trouble retaining tenants

• System maintenance has been inconsistent and application of Measurement + Verification (M+V) has been limited.

• Lower employee productivity • Employees often sick or absent from work

What is an Advanced Energy Retrofit (AER)? An Advanced Energy Retrofit (AER) is a building and systems based renovation of an existing structure focused on the energy savings potential of proposed retrofit activities. Modifications and improvements to building envelopes and mechanical systems can achieve 50% energy reductions, saving the owner significant operating costs throughout the life of the building.

“Commercial buildings account for 36% of all U.S. electricity consumption and have an annual energy cost of more than

“Buildings consume 42% of the nation’s energy and 72% of its electricity.”

$190 Billion.”

*EERE 7/5/13: http://www1.eere.energy.gov/buildings/commercial/about.html

*RMI 2013: http://www.rmi.org/About%20RMI

How does one complete an Advanced Energy Retrofit (AER)?

What is an Integrated Design Advanced Energy Retrofit (ID AER)?

Completing an Advanced Energy Retrofit (AER) is facilitated by the Integrated Design AER Roadmap developed by the Consortium for Building Energy Innovation (CBEI) with the goal of guiding building owners, their professionals and consultants in achieving high levels of energy efficiency. The Roadmap discusses the recommended protocols and activities with the potential to achieve 50% energy savings.

Achieving the targeted 50% reduction in energy consumption requires the use of Integrated Design (ID) Protocols to coordinate the most effective energy conservation measures for attaining your high-performance goals. ID Protocols organize the various activities performed by all members of a retrofit team including building owners and their management teams; architects, engineers and constructors; as well as energy modeling and measuring professionals—all of whom are essential for an ID AER.

• Passive heating and cooling benefits have not been maximized.

What scales of ID AER are available?

CBEI Advanced Energy Retrofit Philadelphia, PA Under Construction

• Wall Insulation • Roof Insulation • Air Infiltration MECHANICAL SYSTEMS • Heating • Ventilation • Air Conditioning • Controls + Sensors

• Controls + Sensors

The Substantial Retrofit Roadmap guides the market in the completion of a retrofit project whose scope includes the Purchase, Installation and Commissioning of most building systems and building envelope components.

Center for Building Energy Science and Engineering

• Windows

• Fixtures

The Partial Retrofit Roadmap guides the market in the completion of a retrofit project whose scope includes the Purchase, Installation and Commissioning of a minimum of two building systems and one building envelope component.

The Comprehensive Retrofit Roadmap guides the market in the completion of a retrofit project whose scope includes the Purchase, Installation and Commissioning of all building systems and building envelope elements through the use of customized process protocols.

BUILDING ENVELOPE SYSTEMS

LIGHTING SYSTEMS

The Lite Retrofit Roadmap guides the market in the completion of retrofit projects whose scope includes the Purchase, Installation and Commissioning of a minimum of one new building system and the Existing Building Commissioning of at least one existing system.

Your building may be ready for an Advanced Energy Retrofit!

WHICH BUILDING COMPONENTS ARE RETROFITTED DURING AN AER?

Center for Building Energy Science and Engineering CBEI Advanced Energy Retrofit Philadelphia, PA Under Construction

INTEGRATED DESIGN IN AN ADVANCED ENERGY RETROFIT

3. The use of Integrated Design Requests for Proposals (RFPs). 4. Reviewing the added benefit of load reduction and energy free design solutions. 5. Adopting a whole building systems approach. 6. Using predictive modeling for identifying the most favorable energy conservation measures. 7. Committing to pre- and post-retrofit measurement and verification.

INTEGRATED DESIGN PROTOCOLS Seven Integrated Design Protocols guide all Advanced Energy Retrofit Roadmaps, regardless of project size, scope and budget. The benefits for the project include:

BENEFITS OF UNDERTAKING MODELING + MEASUREMENT IN AN ID AER:

Lighting Lighting Lighting Lighting Lighting Lighting Lighting Lighting Lighting Lighting Lighting (2 pt)

HVAC Air Filtration Ventilation Controls + Sensors

(2 pt)

Heating

DESIGN + RESEARCH TEAM: Dr. Franca Trubiano Kristen Albee

Partial Retrofits

Integrated Design Advanced Energy Retrofit ROADMAP

(2 pt)

HVAC Controls + Sensors

Ventilation

Air Conditioning

DESIGN + RESEARCH TEAM: Dr. Franca Trubiano Kristen Albee

Substantial Retrofits

Project Team Guide

Please refer to the Substantial Retrofit Project Team Guide

Are you planning on completing some degree of Existing Building Commissioning?

YES

(1 pt)

Integrated Design Advanced Energy Retrofit ROADMAP

(0 pt)

• Comprehensive integration of engineering systems to meet energy targets.

YOUR SCORE:

• Facilitates participation in accreditation programs such as LEED and Energy Star.

PROJECT MISSION STATEMENTS Shared by all members of the team, they create alignment around project goals and expectations. Establish values, cost priorities, people-based protocols and performance metrics. Organize and guide most decisions and procedures for the entirety of the AER.

DESIGN + RESEARCH TEAM:

5-7

Dr. Franca Trubiano Kristen Albee Meghan M. Brennan

Comprehensive Retrofits

• Encourages occupant behavior adjustment when post-occupancy results are shared.

PART I TOTAL

PART II TOTAL

ID REQUESTS FOR PROPOSAL (RFPs)

13-18

PART III TOTAL

COLLABORATIVE MEETINGS

Sets performance based standards and financial goals for all team members.

Participation in all team gatherings creates engagement among team members.

Ensures all team members, including AEC professionals, Modeling and Measuring Consultants, and Product and Service providers have the requisite knowledge and experience for achieving the Owner’s energy savings goals.

Fosters feelings of ownership by all on the team. Facilitates goal setting and project updating, as well as periodic detailed project reviews.

19-26

ENERGY FREE DESIGN Promotes and evaluates a range of passive energy solutions that encourage load reduction. Contributes to minimizing the size and cost of any new HVAC and lighting systems. Encourages the use of renewable energy.

Project Team Guide

Please refer to the Comprehensive Retrofit Project Team Guide

8-12

HOW MANY POINTS DO YOU HAVE?

DE UI G M TE A PR O JE

CT DESIGN + RESEARCH TEAM: Dr. Franca Trubiano Kristen Albee

Partial Retrofits

Project Team Guide

HVAC Lighting Controls + Sensors

PART III: EXISTING BUILDING COMMISSIONING (EBCx) (Circle One)

• Increased energy savings both monthly, and throughout the building’s life cycle.

Project Team Guide

Please refer to the Partial Retrofit Project Team Guide

HVAC HVAC HVAC HVAC HVAC Controls Controls +++Sensors Sensors Sensors HVAC HVAC Controls + HVAC Controls Controls + Sensors Sensors HVAC HVAC HVAC Controls Controls + Sensors Controls + Sensors Controls + Sensors Controls + Sensors Controls + + SensorsSensors

Ventilation Ventilation Ventilation Ventilation Ventilation Ventilation Ventilation Ventilation Ventilation Ventilation

Air Air Conditioning Conditioning Air Conditioning Air Air Conditioning Conditioning Air Conditioning Air Conditioning Conditioning Air Conditioning Air Conditioning Air Conditioning (2 pt)

Light Controls

Air FiltrationLighting

Air Air Filtration Filtration Air Filtration Air Air Filtration Filtration Air Infiltration Air Air Filtration Air Filtration Air Filtration AirFiltration Filtration (2 pt)

Lighting Lighting Wall Insulation Air Filtration

Wall Wall Insulation Insulation Wall Insulation Wall Wall Insulation Insulation Wall Insulation Wall Insulation Wall Insulation Wall Insulation Wall Insulation Wall Insulation (2 pt)

On Heating Heating Heating Heating Heating Heating Heating Heating Heating Heating Heating (2 pt)

(2 pt)

• More efficient and comprehensive energy management.

Windows AirWall Filtration Air Filtration Insulation

SUBSTANTIAL RETROFIT ROADMAP

PROJECT TEAM GUIDE

A Substantial Retrofit is a large-scale project involving the participation of all architecture, engineering and construction professionals for the Purchase, Installation and Commissioning of most building systems and building envelope components. A significant amount of energy modeling is required as is post-construction monitoring of building systems. Significant resources are dedicated to M+V for post-project monitoring of the retrofit.

COMPREHENSIVE RETROFIT ROADMAP

Integrated Design Advanced Energy Retrofit ROADMAP

DESIGN + RESEARCH TEAM: Dr. Franca Trubiano Kristen Albee

Substantial Retrofits

Integrated Design Advanced Energy Retrofit ROADMAP

DESIGN + RESEARCH TEAM: Dr. Franca Trubiano Kristen Albee Meghan M. Brennan

Comprehensive Retrofits

WHOLE BUILDING SYSTEMS Promotes the accrual of savings when multiple systems are retrofitted at the same time. Ensures the operation of all systems (new or existing) are efficiently coordinated. Identifies the value of bundling retrofit measures.

PREDICTIVE MODELING

(McGraw Hill Construction, “Business Case for Energy Efficient Retrofit and Renovation.”)

Observed Financial Benefits Several certification programs exist to assist in the reduction of a building’s energy consumption, such as Energy Star. Following through with a program such as this can help to secure added financial gains for a completed AER.

ENERGY EFFICIENT COMMERCIAL BUILDINGS TAX DEDUCTION

“According to the Rocky Mountain Institute, completing an Energy Star Certification can offer the following benefits:

“Owners who reduce energy costs in a building at least 50% could potentially deduct up to:

• 5.8-26% increase in property value

$1.80/sq ft

• 1.3-11% increase in occupancy rate

from their federal income taxes using the Energy Efficient Commercial Buildings Tax Deduction.”

• 3.0-15% increase in lease rates” (AIA:http://www.aia.org/aiaucmp/groups/aia/documents/pdf/aiab099241.pdf)

(Department of Energy 2012: 179D DOE Calculator, http://www.iea.org/aboutus/faqs/energyefficiency/)

CBEI/EEB Hub Incentive Program Guide Local utilities often provide incentives for commercial building energy efficiency and retrofit projects; it is worth determining if there are applicable incentives as part of the process of planning a building retrofit.

Project Team Guide

PROJECT TEAM GUIDE

A Comprehensive Retrofit is a maximum scope project involving the use of Integrated Design + Integrated Project Delivery protocols for the Purchase, Installation and Commissioning of all building systems and building envelope elements through the use of customized process protocols. Extensive energy modeling and post-occupancy monitoring is required to evaluate actual energy savings. The Roadmap would be significantly customized in a Comprehensive scope retrofit to meet the demands and goals of this AER.

“Retrofitting a building’s plug loads can be accomplished with minimal, if any, capital costs incurred, for a saving of 6 to 15 KBTU/SF/YR. (www.Nilskok.com)”

Integrated Design Advanced Energy Retrofit ROADMAP

Windows Windows Windows Windows Windows Windows Windows Windows Windows Windows Windows (2 pt)

HVAC HVAC HVAC Roof Windows Wall Insulation LightAirControls ControlsVentilation + Sensors Ventilation Controls +Conditioning Sensors Conditioning Controls +Air Sensors Ventilation Light Controls Heating Heating Air Conditioning Heating VentilationHeating Air Conditioning

Light Light Controls Controls Light Controls Light Light Controls Controls Light Controls Light Controls Light Controls Light Controls Light Light Controls

By managing the energy consumption profile of your building both pre- and post-retrofit, benefits include:

Roof Lighting Windows Wall Insulation Wall Insulation

Construction

Lighting

A Partial Retrofit is a limited-scope retrofit of buildings involving the participation of one or no design and engineering professional(s) and completed with or without the participation of a general contractor. The project includes the Purchase, Installation and Commissioning of a minimum of two building systems and one building envelope component. Post-occupancy evaluation and minor energy modeling is recommended. Some form of Measurement and Verification (M+V) is recommended for post-project monitoring of the retrofit.

Engineering

Suppliers

PROJECT TEAM GUIDE

Windows Windows Roof Air Filtration

PARTIAL RETROFIT ROADMAP

Light Controls Light Controls Air Conditioning

Integrated Design Advanced Energy Retrofit ROADMAP

increased

Heating

(3 pt)

Subcontractors

Roof Roof Roof Roof Roof Roof Roof Roof Roof Roof Roof On (2 pt) On On On On On On On On On On

(2 pt)

and

Multi-Story Office

Architecture Roof RoofWall Insulation

Windows

Construction

Multi-Family Housing

2. Participation in collaborative planning meetings that align all team members around shared goals and outcomes.

Suppliers

Light Controls

Three-Story Masonry

Warehouse

Single-Story Retail

absences

Project Team Guide

G UI

1. Commitment to a project mission statement that identifies shared protocols and outcomes.

Roof

Engineering

Dr. Franca Trubiano Kristen Albee

$2,000/employee, leading to fewer productivity.”

What’s involved in completing an Integrated Design Advanced Energy Retrofit?

Subcontractors

DESIGN + RESEARCH TEAM:

“Successfully retro-commissioning a building can result in a 10 to 20% savings in energy consumption with a payback of as little as four months, for an average cost of $.30 per square foot. (Pike Research and LBNL)”

Architecture

How is an Integrated Design Process different from a typical renovation? Renovations rarely capitalize on the value added benefits of having shared engagement between all project participants nor do they involve the degree of coordination typically undertaken during an Integrated Design (ID) Process. The ID Process ensures that building components are replaced, repaired or commissioned according to an agreed to list of priorities, maximizing the benefits of coordinated thinking.

M+M

Please refer to the Lite Retrofit Project Team Guide

(6 pt)

Lite Retrofits

(Circle All That Apply) PART II: HOW Modeling MANY ELEMENTS (2 pt) + Measurement (2 pt) ? (1 pt)NEED TO BE RETROFITTED

Modeling + Measurement

(3 pt)

(2 pt) (3 pt)

(4 pt)

Suppliers

Facility Manager

(4 pt)

Project Team Guide

M+M

(4 pt)

Lite Retrofits

Integrated Design Advanced Energy Retrofit ROADMAP

Facility Manager

(4 pt)

Dr. Franca Trubiano Kristen Albee

Completing an Advanced Energy Retrofit can result in significantly lower operating costs over the life cycle of the building. This results in savings for you and your business!

“When high performance, energy efficient buildings provide adequate daylighting, comfortable temperatures and better air quality to its inhabitants, savings accrued can reach:

Construction

(2 pt)

DESIGN + RESEARCH TEAM:

Engineering

(2 pt)

(1 pt)

M+M

Warehouse

Multi-Story Multi-Story Office Office Multi-Story Office Multi-Story Multi-Story Office Office Multi-Story Office Multi-Story Office Multi-Story Office Multi-Story Office Multi-Story Office (3 (3 pt) pt) (3 pt) (3 (3 pt) pt) Multi-Story Office Multi-Family Housing Multi-Story Office Multi-Story Office (3(3pt) pt) (3 (3 pt) (3pt) pt)

A Lite Retrofit is a limited-scale project involving the participation of subcontractors or building system suppliers in the Purchase, Installation and Commissioning of a minimum of one new building system and the Existing Building Commissioning of at least one existing system. Architects, engineers and construction management professionals are not required, with product suppliers and installers typically in charge of project delivery. In a Lite Retrofit, large-scale energy modeling and post-monitoring of the building and its systems will not occur.

Single-StoryOwner Retail

To direct the ID Process, seven Integrated DesignModeling Protocols are used in all + Measurement Advanced Energy Retrofit (AER) projects, regardless of scale or scope. The ID AER Roadmap organizes all activities associated with each of Subthe Integrated Design Protocols. These activities include collaborative contractors project planning meetings, drafting of mission statements, and Suppliers agreements on energy saving priorities, budgets, values, and goals. Architecture

Occupants

Financial Investors

Three-Story Three-Story Masonry Masonry Multi-Family Multi-Family Housing Housing Warehouse Warehouse Single-Story Single-Story Retail Retail Three-Story Masonry Multi-Family Housing Three-Story Three-Story Masonry Masonry Multi-Family Multi-Family Housing Housing Warehouse Single-Story Retail Warehouse Warehouse Single-Story Single-Story Retail Retail Three-Story Masonry Multi-Family Housing Three-Story Masonry Multi-Family Housing Three-Story Masonry Multi-Family Housing Warehouse Single-Story Retail Warehouse Single-Story Retail Three-Story Masonry Three-Story Masonry Multi-Family Housing Multi-Family Housing Warehouse Single-Story Retail (2 (2 pt) pt) (2 (2 pt) pt) Warehouse Single-Story Retail Warehouse Single-Story Retail (2 (2 pt) pt) (1 (1 pt) pt) (2 pt) (2 pt) (2(2pt) pt) (2(2 pt) pt) (2(2(2 pt) (1(1(1 pt) pt) pt) Masonry pt) pt) Financial Three-Story Masonry Multi-Story Office Three-Story Masonry Multi-Story Office Multi-Story Office Multi-Family Housing Three-Story Masonry Three-Story Multi-Family Housing Multi-Family Housing Warehouse Single-Story Retail Three-Story Masonry Multi-Family Housing Industrial Building Multi-Story Retail Single-Story Multi-Family MultiWarehouse Single-Story RetailOccupantsWarehouse Single-Story Retail Warehouse Single-Story Retail Retail/Office (2pt) pt) (2pt) pt) Investors (2 pt) (2 pt) Owner (2 (2 (2 pt) (1 pt) (2 pt) (1 pt) (2 pt) (2 pt) (2 pt) (2 pt) (2 pt) (1 pt) (2 pt) (1 pt) (2(3 pt) (1 pt) Retail/Office Story Load (3 pt)(2 pt) (2 pt) (2(2 pt)pt) pt) (2pt) pt) (2 pt) (2 (2 pt) (2 pt)(2 pt) (2 pt)(3 pt) (1 pt)Bearing (1(2pt) (2 pt)Housing (1 pt) (1 pt)

PROJECT TEAM GUIDE

LITE RETROFIT ROADMAP

Financing your Advanced Energy Retrofit

WORKFORCE SAVINGS

Owner (building portfolio/financial/facility-managers) Financial Occupants Investors Architect Owner Engineers General Contractor + Sub Contractors Facility Product and Service Suppliers Manager Modeling and Measuring Professionals

Integrated Design Advanced Energy Retrofit ROADMAP

TEAM ROLES + ORGANIZATION

• • • • •

Substantial/Comprehensive PART I: WHAT BUILDING TYPE ARE YOU RETROFITTING? (Circle One)

TAKE THE QUIZ

Partial

Integrated Design (ID) is a collaborative process-oriented set of activities for identifying shared priorities and goals in an effort to build consensus amongst all members on the retrofit team. Participants include the:

FINANCING ADVANCED ENERGY RETROFITS

JE CT

What is an Integrated Design (ID) LiteProcess?

SCALES OF RETROFIT: YOUR ROADMAP RESULTS

PR O

NEW

FIND OUT WHICH RETROFIT SCALE IS RIGHT FOR YOU

Project Team Guide

INCENTIVES

The Incentive Program Guide is a tool for building owners to become familiar with current incentive programs for energy efficient retroﬁts offered by state agencies and utility companies in the ten-county CBEI region. Those counties include: Bucks, Chester, Delaware, Montgomery, Philadelphia in Pennsylvania, and Burlington, Camden, Gloucester, Mercer, Salem in New Jersey.

State based energy saving incentives are found in the Database of State Incentives for Renewables and Efficiency: http://www.dsireusa.org With this interactive map, property owners and their representatives have access to a full list of financial programs designed to facilitate the completion of advanced energy retrofits.

For additional information on market incentives, consult our Incentive Program Guide on the CBEI website at: http://cbei.psu.edu/portals/cbei/Resources/RegionIncentiveProgram Guide/EEB_Hub_Region_Incentive_Program_Guide.pdf

MEASUREMENT + VERIFICATION

Offers baseline model benchmarking for building energy consumption, pre- and postretrofit.

Enables the calibration of building systems post-retrofit to ensure they are operating as expected.

Forecasts where other energy savings or benefits may exist.

Offers measurable data to substantiate energy savings claims.

Validates and tests potential design solutions for effectiveness in achieving energy target goals.

Demonstrates energy savings to tenants (existing and future) as well as to financing bodies.

“In 2010, energy utilities (gas + electric) in North America invested over

$7 BILLION

to help their customers save energy.” *IEA: FAQs: Energy Efficiency http://www.iea. org/aboutus/faqs/energyefficiency/

30% “

Portion of energy in buildings used inefficiently or unnecessarily.”

*US EPA, Energy Star: Useful Facts and Figures http:// www.energystar.gov/ia/business/challenge/learn_ more/FastFacts.pdf

COMPREHENSIVE RETROFITS DESIGN + RESEARCH TEAM:

SUBSTANTIAL RETROFITS PARTIAL RETROFITS LITE RETROFITS

Dr. Franca Trubiano Kristen Albee Meghan M. Brennan Laura Lo

Integrated Design Advanced Energy Retrofit ROADMAP

Reference Manual

Small to Medium-Sized Buildings

Integrated Design Advanced Energy Retrofit Roadmap For design, construction, and management of the retrofit process.

Reference Manual

ÂŠ 2015 Franca Trubiano, Kristen Albee, and the Trustees of the University of Pennsylvania.

Research + Design Team Dr. Franca Trubiano, PhD, Inter. Assoc. AIA, OAQ Principal Investigator Assistant Professor, PennDesign University of Pennsylvania Kristen Albee Project Manager Research Associate, PennDesign University of Pennsylvania

Disclaimer

This report was prepared as an account of work sponsored by an agency of the United States Government. Neither the United States Government nor any agency thereof, nor any of their employees, makes any warranty, express or implied, or assumes any legal liability or responsibility for the accuracy, completeness, or usefulness of any information, apparatus, product, or process disclosed, or represents that its use would not infringe privately owned rights. Reference herein to any specific commercial product, process, or service by trade name, trademark, manufacturer, or otherwise does not necessarily constitute or imply its endorsement, recommendation, or favoring by the United States Government or any agency thereof. The views and opinions of authors expressed herein do not necessarily state or reflect those of the United States Government or any agency thereof.

April 30th, 2015 - Under Review for Public Distribution

INTEGRATED DESIGN ADVANCED ENERGY RETROFIT ROADMAP

Acknowledgements The authors would like to acknowledge the following individuals for their assistance and support of the development and review of the ID AER Roadmap:

Martha Krebs, Director, CBEI Timothy Wagner, Deputy Director, CBEI Mark Stutman, Demonstration Program Manager, CBEI Leslie Billhymer, Senior Research Associate, CBEI John Boecker Valerie Patrick The authors would also like to recognize the following University of Pennsylvania students who have contributed to the research and production of the ID AER Roadmap:

Meghan M. Brennan Laura Lo Helena Zambrano Kelly Ball Jaclyn Spokojny Pengyuan Shen This material is based upon work supported by the Consortium for Building Energy Innovation (CBEI) sponsored by the U.S. Department of Energy under Award Number DE-EE0004261.

REFERENCE MANUAL

The Consortium for Building Energy Innovation Building Technologies Office, Department of Energy

The Consortium for Building Energy Innovation is part of the United States Department of Energy’s Building Technologies Office. The CBEI aims to transform the energy efficiency market for existing small- and medium-sized commercial buildings. Our vision is to be recognized as the leader in creating vibrant ecosystems to identify and apply integrative technologies and innovative practices in existing buildings. The CBEI performs research to develop and integrate materials, technologies, models, and tools to optimize whole building energy performance. Research results are demonstrated in buildings and effects are measured and cycled back to refine and guide continued research for further optimization of whole building performance. The CBEI scales adoption of proven solutions by addressing business and finance, education and training, and other issues. The headquarters of the CBEI is located at the Navy Yard in Philadelphia, PA. The Navy Yard and the Philadelphia region serve as the test beds from which the CBEI deploys to the nation proven energy-savings, whole building system solutions and integrated retrofit design and delivery methods.

INTEGRATED DESIGN ADVANCED ENERGY RETROFIT ROADMAP

Message from Principal Investigator, Franca Trubiano The energy efficiency market currently lacks effective and scalable project management tools that offer the architecture, engineering, and construction (AEC) industry a comprehensive action process for completing advanced energy retrofits. This is particularly the case for small to medium-sized buildings. Moreover, today’s commercial building market can ill afford the renovation of buildings by industry professionals who neglect to account for the building’s energy consumption. In response, the Integrated Design Advanced Energy Retrofit (ID AER) Roadmap project, which our team has authored, is aimed at developing operational guidelines and protocols for ensuring building project teams can successfully complete an ID AER. Committed to increasing the number of advanced energy retrofits completed in the United States over the next 20 years, this Integrated Design Roadmap assists project teams and building owners in achieving deep energy savings in the renovation of existing buildings. The ID process outlined in this Reference Manual and its accompanying Project Team Guide instructs and empowers owners, project managers, financial investors, architecture, engineering and construction professionals, as well as energy modeling and measurement professionals, with valuable information for completing an advanced energy retrofit.

REFERENCE MANUAL

CONTENTS 1

INTEGRATED DESIGN: ADVANCED ENERGY RETROFITS 1.1 HOW TO USE THIS ROADMAP

• ROADMAP DOCUMENT SUITE • USING THE ROADMAP REFERENCE MANUAL • GRAPHICS LEGEND

1.2 INTEGRATED DESIGN (ID) • • • •

THE RETROFIT JOURNEY THE VALUE OF INTEGRATED DESIGN (ID) INTEGRATED DESIGN (ID) PROTOCOLS TEAM BUILDING

1.3 GETTING STARTED: FINANCING + AUDITS • • • • •

FINANCING BENCHMARKING + ENERGY AUDITS MEASUREMENT + VERIFICATION (M+V) OCCUPANTS + LEASES BUILDING CERTIFICATIONS

1.4 SELECTING ENERGY EFFICIENT MEASURES (EEMs) • • • • • •

WHAT ARE BUILDING SYSTEMS? SELECTING ENERGY EFFICIENT MEASURES EXISTING BUILDING COMMISSIONING OF SYSTEMS MODELING + MEASUREMENT (M+M) DEEPER ENERGY SAVINGS: BUNDLING ENERGY EFFICIENT MEASURES PROJECT PHASING

1.5 RESOURCES: DOE + CBEI

• DEPARTMENT OF ENERGY (DOE) RESOURCES • CONSORTIUM FOR BUILDING ENERGY INNOVATION (CBEI) RESOURCES • RETROFIT CASE STUDY

1.6 CONFIRMING YOUR RETROFIT SCALE

• RETROFIT SCALES • TAKING THE RETROFIT SCALE QUIZ

INTEGRATED DESIGN: PROCESS + RESOURCES 2.1 IMPLEMENTATION OF THE INTEGRATED DESIGN (ID) PROCESS

• PROJECT TEAM GUIDE

2.2 INTEGRATED DESIGN (ID) IN PRACTICE

• LITE, PARTIAL, SUBSTANTIAL, + COMPREHENSIVE RETROFITS

INTEGRATED DESIGN ADVANCED ENERGY RETROFIT ROADMAP

REFERENCE MANUAL

PART 1: INTEGRATED DESIGN ADVANCED ENERGY RETROFITS

1.1

HOW TO USE THIS ROADMAP ROADMAP DOCUMENT SUITE • USING THE ROADMAP REFERENCE MANUAL • GRAPHICS LEGEND •

INTEGRATED DESIGN ADVANCED ENERGY RETROFIT ROADMAP

REFERENCE MANUAL

Integrated Design (ID) Advanced Energy Retrofit (AER) Roadmap Document Suite

• ID AER Roadmap Project Team Guides

Critically important to the implementation of an Integrated Design (ID) process, the Project Team Guide outlines the activities involved in each scale of retrofit. The Project Team Guide includes four separate documents developed for use by all professionals that make up the project team.

The Integrated Design (ID) Advanced Energy Retrofit (AER) Roadmap document suite is organized in a three-tiered structure, with each tier expanding and reinforcing the concepts introduced by the previous. Information in the Roadmap is presented in this way to empower the building owner with the knowledge to make a well informed decision for their project, based upon their particular circumstances. The Roadmap document suite includes the following documents:

Integrated Design Advanced Energy Retrofit ROADMAP

• ID AER Roadmap Overview • ID AER Roadmap Reference Manual

DESIGN + RESEARCH TEAM: Dr. Franca Trubiano Kristen Albee

Project Team Guide

Lite Retrofits

Integrated Design Advanced Energy Retrofit ROADMAP

PROJECT TEAM GUIDE: PARTIAL The Partial Retrofit Project Team Guide details the implementation of an Integrated Design (ID) process for a project scope that includes the Purchase, Installation and Commissioning of a minimum of two building systems and one building envelope component.

DESIGN + RESEARCH TEAM: Dr. Franca Trubiano Kristen Albee

PROJECT TEAM GUIDE: LITE The Lite Retrofit Project Team Guide details the implementation of an Integrated Design (ID) process for a project scope that includes the Purchase, Installation and Commissioning of a minimum of one new building system and the existing building commissioning of at least one existing system.

• ID AER Roadmap Project Team Guides

Integrated Design Advanced Energy Retrofit ROADMAP

HOW TO USE THIS ROADMAP

ROADMAP DOCUMENT SUITE

Project Team Guide

Partial Retrofits

Integrated Design Advanced Energy Retrofit ROADMAP

PROJECT TEAM GUIDE: SUBSTANTIAL

COMPREHENSIVE RETROFITS

The Substantial Retrofit Project Team Guide details the implementation of an Integrated Design (ID) process for a project scope that includes the Purchase, Installation and Commissioning of most building systems and building envelope components.

DESIGN + RESEARCH TEAM:

SUBSTANTIAL RETROFITS

Dr. Franca Trubiano Kristen Albee Meghan M. Brennan Laura Lo

Dr. Franca Trubiano Kristen Albee

PARTIAL RETROFITS

Overview

Small to Medium-Sized Buildings

LITE RETROFITS

Reference Manual

Small to Medium-Sized Buildings DESIGN + RESEARCH TEAM: Dr. Franca Trubiano Kristen Albee

Project Team Guide

• ID AER Roadmap Overview

The Overview serves as an introduction brochure to the document suite and outlines the basic concepts of Integrated Design (ID) and Advanced Energy Retrofits (AERs). A short quiz helps the reader identify what scale of retrofit may be appropriate for their project. In addition, the Overview provides info on the benefits of Integrated Design (ID) and financial resources and incentives.

Substantial Retrofits

• ID AER Roadmap Reference Manual

The Reference Manual focuses on all information related to the execution of an Integrated Design (ID) AER project. This document is geared towards building owners, operations and maintenance teams, and tenants with limited knowledge of Integrated Design (ID), AERs, or buildings. It is also a useful companion to the Project Team Guide for team members with less experience utilizing an Integrated Design (ID) process.

Integrated Design Advanced Energy Retrofit ROADMAP

The Comprehensive Retrofit Project Team Guide details the implementation of an Integrated Design (ID) process for a project scope that includes the Purchase, Installation and Commissioning of all building systems and building envelope components through the use of customized process protocols and benchmarks.

DESIGN + RESEARCH TEAM: Dr. Franca Trubiano Kristen Albee

Project Team Guide

INTEGRATED DESIGN ADVANCED ENERGY RETROFIT ROADMAP

PROJECT TEAM GUIDE: COMPREHENSIVE

Comprehensive Retrofits

REFERENCE MANUAL

Introduction

How to Use this Document

The Reference Manual addresses all pertinent information related to decision-making in the execution of an Integrated Design (ID) AER project, including: • Description of Integrated Design (ID) concepts and protocols • Additional resources available in the market • Strategies for building a successful project team • Important concepts associated with building systems, components, and their technologies • Introduction to the four scales of retrofit

The Reference Manual is intended for use by: • Building Owners;

• Suppliers/Service Providers; • Modeling and Measurement (M+M) Consultants; and all other project team members involved in the Integrated Design (ID) AER project. This document will be used along side the Project Team Guide, both of which introduce best practices for AER projects.

• Part 1: Integrated Design: Advanced Energy Retrofits Part 1 introduces the Roadmap document suite and concepts about Integrated Design (ID), AERs, Selecting Energy Efficient Measures (EEMs), and Resources.

1.1 HOW TO USE THIS ROADMAP

1.3 GETTING STARTED: FINANCING + AUDITS

Goals for the Reader

• Decrease energy dependency

There are two main sections within this document to help the reader build a foundation that will guide them through the process of completing an Integrated Design (ID) AER.

1.2 INTEGRATED DESIGN (ID)

INTEGRATED DESIGN (ID) PROCESS IMPLEMENTATION

• Increase cost savings by reducing energy consumption

Sections in this Document

• Architects, Engineers, and Constructors;

• Introduction to the ID process + Project Team Guide

Using the Roadmap document suite to complete an Integrated Design (ID) AER project can provide benefits to Owners and their buildings. In order to achieve these benefits, the following goals should be targeted throughout the project:

SECURE FINANCING

VERIFIED ENERGY EFFICIENT MEASURES (EEMs) + COST ANALYSIS

Every Integrated Design (ID) Advanced Energy Retrofit (AER) project requires the following:

1.4 SELECTING ENERGY EFFICIENT MEASURES (EEMs) 1.5 RESOURCES: DOE + CBEI 1.6 CONFIRMING YOUR RETROFIT SCALE

• Part 2: Integrated Design: Process + Resources Part 2 introduces the four scales of retrofit, the Integrated Design (ID) process, Project Team Guides, and next steps involved in an Integrated Design (ID) AER project.

• Financing;

• Use current best practices to elevate the outcomes of an Integrated Design (ID) AER

• Verified Energy Efficient Measures (EEMs);

2.1 IMPLEMENTATION OF THE INTEGRATED DESIGN (ID) PROCESS

• Educate both the Owner and the Project Team

• Protocols for Implementing an Integrated Design (ID) Process.

2.2 INTEGRATED DESIGN (ID) IN PRACTICE

• Create a more collaborative working environment • Encourage future commitment to the Integrated Design (ID) process

HOW TO USE THIS ROADMAP

USING THE ROADMAP REFERENCE MANUAL

The Reference Manual focuses on the implementation of the Integrated Design (ID) process, addressing integrated strategies for coordinating the architecture, engineering, and construction services required.

INTEGRATED DESIGN ADVANCED ENERGY RETROFIT ROADMAP

REFERENCE MANUAL

ENVELOPE

Building Systems and Components Icons

Color Coding + Icons in this Roadmap

Building systems and components icons identify single elements in a building that have the potential for retrofit and the ability to be coupled with other components for increased energy savings opportunities.

To easily convey the concepts discussed in the Roadmap document suite, important items have been assigned a specific icon and/or color to assist the reader.

MECH.

• Building Envelope

ENVELOPE

PLUG

MECH.

Conditioning Upgrade

Window Upgrade

Ventilation Upgrade

Wall Insulation Upgrade

Roof Insulation

Controls

Air Filtration Reduction

• Roadmap Color Coding

• Lighting

LIGHTING ENVELOPE

Windows

HOW TO USE THIS ROADMAP

GRAPHICS LEGEND

MECH.

Building

BAS

LOADS Sensor ENVELOPE

• Integrated Design Concepts - Orange

Daylighting Retro-commissioning

Lighting Fixture

• Value Added Concepts - Purple

M+V LIGHTING

LIGHTING

Wall Insulation PLUG Window

Ventilation Upgrade

Upgrade

ENVELOPE LOADS ENVELOPE

Window Upgrade

Controls

Air Filtration Reduction

Building Sensor

Air Infiltration

Controls

Air Filtration Reduction

EBCx PLUG BAS

Building Sensor

LOADS LIGHTING

BAS

• Mechanical Equipment

MECH.

EBCx

M+V

PLUG

Air Conditioning Upgrade

Window Upgrade

Ventilation Upgrade Heating

Wall Insulation Upgrade

PLUG LOADS

Increase Heating Air Conditioning Ventilation Daylighting LOADS Upgrade Upgrade Upgrade Ventilation Window Wall Insulation Heating Ventilation M+VAir Conditioning Upgrade Upgrade Upgrade Upgrade Upgrade Heating Upgrade

ditioning rade

M+V

Air Conditioning Upgrade

EBCx

Ventilation Upgrade

EBCx

Air Conditioning Upgrade

Window Upgrade

Ventilation Upgrade

• Existing Building Window Upgrade

Wall Insulation Upgrade

Air Filtration Reduction

Window Upgrade

Wall Insulation Upgrade

Plug Load

EBCx

Controls

Controls 74

Building Sensor

Air Filtration Reduction

Controls

BAS

ID $

EEMs

Wall Insulation Upgrade

Air Filtration Reduction

Controls

Building Sensor

BAS

Retro-commissioning

$ • Integrated Design EEMs

• EEMs Financial Issues

• Energy Efficient Measures (EEMs)

Controls

Window Upgrade

Retro-commissioning

Sensor

EEMs

Building BAS Sensor Retro-commissioning

Building Building Sensor

BAS Retro-commissioning Automation $ EEMs System (BAS)

• Resources

Retro-commissioning

• Team Building

Retro-commissioning 74 Sensors

Commissioning (EBCx) Ventilation Upgrade

Verification Instrumentation Controls Building BAS

Air Filtration Reduction

Window Wall Insulation Air Filtration Upgrade Upgrade Reduction Controls Building Air Filtration Sensor Reduction

Controls

Ventilation Upgrade

• Roadmap Icons

• Plug Loads

• Measurement +

Air Filtration Reduction

Air Conditioning Upgrade

Retro-commissioning

Retro-commissioning M+V

LIGHTING Heating Upgrade

Heating Upgrade

LOADS EBCx

Air Conditioning

LIGHTING

Increase Daylighting

PLUG

MECH.

e ng

ting rade

Wall Insulation M+V Upgrade

Wall Insulation Upgrade

Fixture Upgrade

74 MECH.

Building Sensor

BAS

INTEGRATED DESIGN ADVANCED ENERGY RETROFIT ROADMAP

Retro-commissioning

REFERENCE MANUAL

PART 1: INTEGRATED DESIGN ADVANCED ENERGY RETROFITS

1.2

INTEGRATED DESIGN (ID) THE RETROFIT JOURNEY • THE VALUE OF INTEGRATED DESIGN (ID) • INTEGRATED DESIGN (ID) PROTOCOLS • TEAM BUILDING •

INTEGRATED DESIGN ADVANCED ENERGY RETROFIT ROADMAP

REFERENCE MANUAL

THE RETROFIT JOURNEY

• Increasing energy bills? • Cold and drafty offices, work spaces and warehouses? • Frequent heating and air-conditioning breakdowns? • Inadequate lighting? • Trouble retaining tenants?

What is an Advanced Energy Retrofit (AER)? An Advanced Energy Retrofit (AER) is a building and systems based renovation of an existing structure focused on the energy savings potential of proposed retrofit activities. Completing an AER is facilitated by the Roadmap document suite, with the goal of guiding building owners, their professionals and consultants in achieving the highest level of energy efficiency. The Roadmap document suite discusses the recommended protocols and activities most likely to contribute to high energy savings.

• Lower employee productivity? • Employees often sick or absent from work?

If yes, quite possible the building’s: • Plug loads have increased with tenant changeover. • Envelope has ruptures that allow for air infiltration. • Heating and air-conditioning systems may be past their useful life. • Lighting fixtures are inefficient and obsolete. • System maintenance has been inconsistent with limited Measurement + Verification (M+V).

Key to the successful completion of an Integrated Design (ID) AER is effective collaboration amongst all participants on the project. During any given phase, there is an understanding and coordination of people, their tasks, and expectations. Since no two Integrated Design (ID) AER projects are the same, the activities outlined here serve as an initial framework for decision-making. All Integrated Design (ID) AER projects encourage Collaborative Meetings (CM) in which all team members participate, facilitated by Resource Gathering (RG) activities where individual and/or group activities take place to further the information collection for the project.

What is an Integrated Design (ID) AER? Achieving high energy savings requires the use of Integrated Design (ID) protocols to coordinate the most effective energy efficient measures (EEMs) for attaining high-performance goals.

HIGH ENERGY BILLS?

What is involved in completing an Integrated Design (ID) AER?

Integrated Design (ID) protocols organize the various activities performed by all members of a retrofit team, all of whom are essential for an Integrated Design (ID) AER project, including: • Building Owners + Management Teams

BUILDING ENVELOPE SYSTEMS

ENVELOPE

• • • •

Windows Wall Insulation Roof Insulation Air Infiltrations

ENVELOPE

MECHANICAL SYSTEMS MECH. ENVELOPE • Heating

• Ventilation MECH. • Air Conditioning ENVELOPE LIGHTING • Controls + Sensors MECH.

LIGHTING SYSTEMS LIGHTING PLUG ENVELOPE MECH.

• Lighting Fixtures LOADS

LIGHTING PLUG ENVELOPE

Benefits of Completing an Integrated Design (ID) AER There are several benefits when completing an Integrated Design (ID) AER project. These include the following:

• Reduced Energy Bills

• Architects

• Increased Property Value

• Engineers

• High Rates of Tenancy

• Constructors

• Satisfied Tenants

• Improved Employee Productivity

• Healthier Employees

• Modeling and Measurement (M+M) Professionals

WHICH BUILDING COMPONENTS ARE RETROFITTED DURING AN ID AER?

INTEGRATED DESIGN (ID)

DOES YOUR BUILDING FACE THE FOLLOWING CHALLENGES?

M+V MECH. LIGHTING LOADS PLUG

• Shading + Daylighting • Controls + Sensors

PLUG LOADS M+V LOADS

EBCx MECH. PLUG LIGHTING M+V

• Business + Manufacturing • Tools + Equipment

LOADS EBCx

PLUG M+V LIGHTING

MEASUREMENT + VERIFICATION EBCx LOADS INSTRUMENTATION PLUG

EBCx M+V • Building Automation Systems (BAS) LOADS • Controls + Sensors M+V EBCx

EXISTING BUILDING COMMISSIONING (EBCx) EBCx

INTEGRATED DESIGN ADVANCED ENERGY RETROFIT ROADMAP

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THE VALUE OF INTEGRATED DESIGN ID Why is ID better than typical practice?

Integrated Design (ID) is a collaborative process for identifying shared priorities and goals in an effort to build consensus amongst all members on the retrofit team. Building owners are encouraged to demonstrate commitment to the seven Integrated Design (ID) protocols, and to encourage the same level of commitment from the professional team whose members are from Architecture, Engineering, and Construction (AEC) industries. In Collaborative Meetings (CM) all team members are in attendance to develop:

• Mission Statement + Project Priorities

• Project Budget + Restraints

The use of Integrated Design (ID) in the construction industry often bypasses and mitigates many of the industry’s most fragmented and inefficient activities. Regardless of project scope or scale, when professionals from the AEC industry come together and align around a project’s goals, results usually include better managed and less costly projects. When using an Integrated Design (ID) approach, in which a single team works for the benefit of a shared goal, the completion of a better performing building usually results. Typical of an Integrated Design (ID) retrofit project is the: • Team Alignment of goals • High level collaboration + execution of project activities throughout the entire project • Use of Predictive Modeling and Measurement + Verification (M+V) to evaluate energy savings

• Project Values + Goals

Participating in a process such as this offers Owners the chance to have a more efficient, effective building that attains greater energy savings.

Participants: Roles + Responsibilities Successful retrofit projects are the result of open communication and coordination amongst all team members. The careful sequencing of required tasks to be performed by each AEC and Modeling and Measurement professional contributes to this success. These Integrated Design (ID) protocols have been organized and sequenced to facilitate professional exchange and to increase levels of transparency of benefit to all advanced energy retrofits. Albeit different project scales will occasion different budgets and different levels of professional engagement, all seven protocols listed here are recommended for implementation.

INTEGRATED DESIGN (ID) PROTOCOLS Seven Integrated Design (ID) protocols guide all Advanced Energy Retrofits (AERs) regardless of project size, scope, and budget. The protocols include:

PROJECT MISSION STATEMENTS • Identify Project Goals + Expectations • Set Standards • Create a Plan

ID REQUESTS FOR PROPOSAL (RFPs) • Identify Performance + Financial Targets • Identify Essential Experience Required

COLLABORATIVE MEETINGS • Ensure Consistent + Active Participation • Encourage Commitment to Team • Facilitate Activities + Schedule

ENERGY FREE DESIGN SOLUTIONS • Utilize Passive Energy Strategies • Minimize HVAC + Lighting Systems • Encourage Use of Renewable Energy

VALUES OF USING AN INTEGRATED DESIGN

ID PROCESS

• Accrue Additional Savings • Ensure Efficient Operations • Bundle Energy Efficient Measures

EEMs

ID PROCESS

FINANCIAL

VERIFIED EEMs

RESOURCES

TEAM BUILDING

• Increased Comfort + Efficient Building

• Opportunities for Financial Incentives + Tax Credits

• Identifies Expected Energy Savings

• Provides Guidance and Best Practices for Achieving Greater Energy Savings

• Greater Team Collaboration

• Better Team Communication + Coordination • Satisfied Occupants

• Reduction in Energy Bills

• Cost-Benefit Analysis of EEMs

WHOLE BUILDING SYSTEMS

• Helps Reach Energy Savings Goals

INTEGRATED DESIGN ADVANCED ENERGY RETROFIT ROADMAP

• Opportunities for Innovation in Design

PREDICTIVE MODELING • Baseline Model Benchmarking • Energy Forecasting • Testing Potential Solutions

MEASUREMENT + VERIFICATION • Commissioning of Systems • Building Data Evaluation • Verifying Indoor Environment

REFERENCE MANUAL

INTEGRATED DESIGN (ID)

What is Integrated Design (ID)?

ID PROTOCOLS

PROJECT MISSION STATEMENTS The project Mission Statement identifies a set of goals detailing vision, performance targets, budget constraints, and general principles used to guide and measure the project’s progress and success. The entire team is present for the development of the project Mission Statement so that all professionals involved are in agreement with the project’s expectations.

• Identify Project Goals + Expectations Shared by all members of the team, creating clear project goals, values, and expectations.

• Set Standards Establishes values, cost priorities, peoplebased priorities and performance metrics.

• Create a Plan Organizes and guides most decisions and procedures for the entirety of the Integrated Design (ID) Advanced Energy Retrofit (AER).

ID REQUESTS FOR PROPOSALS (RFPs) Integrated Design (ID) Requests for Proposal (RFPs) solicit services from industry professionals and suppliers that ensure their commitment to and knowledge of Integrated Design (ID). These are typically administered by the Architect, Engineer, or Contractor, and overseen by the Owner. Bids relevant to the scope of work outlined in the Integrated Design (ID) RFPs submitted are evaluated by the project team.

• Identify Performance + Financial Targets Sets performance based standards and financial goals for all team members.

• Essential Experience Required Ensures all team members, including AEC professionals, Modeling and Measuring Consultants, and Product and Service suppliers have the requisite knowledge and experience for achieving the Owner’s energy savings goals and participating in an Integrated Design (ID) process.

COLLABORATIVE MEETINGS Collaborative Meetings (CMs) are workshops that include the entire team and take place throughout the various stages of the project in order to orient the current and future development of the work. The project Mission Statement is reviewed and revised during each Collaborative Meeting (CM) to ensure its continued relevance.

• Ensure Consistent + Active Participation Participation by all team members provides opportunities for innovate design solutions.

• Encourage Commitment to the Team

Opportunities for team collaboration encourages a sense of ownership and camaraderie amongst the team, which can help increase communication during the project.

ENERGY FREE DESIGN SOLUTIONS The commitment to Energy Free Design solutions encourages projects to introduce strategies that are focused on attaining minimal energy usage by using passive energy solutions and renewable energy sources. Energy Free Design solutions are measured against predictive modeling throughout the design process to generate the most effective resolution.

• Utilize Passive Energy Strategies Promotes and evaluates a range of passive energy solutions that encourage load reduction.

• Minimize HVAC + Lighting Systems Load reduction contributes to minimizing the size and cost of any new HVAC and lighting systems.

• Encourage Renewable Energy • Facilitate Activities + Scheduling Helps the team better integrate, plan the project schedule, and develop solutions that will allow the project to meet intended goals and energy performance targets.

INTEGRATED DESIGN ADVANCED ENERGY RETROFIT ROADMAP

Encourages the use of renewable energy to reduce the consumption of nonrenewable resources.

REFERENCE MANUAL

INTEGRATED DESIGN (ID)

INTEGRATED DESIGN

ID PROTOCOLS

WHOLE BUILDING SYSTEMS The commitment to Whole Building Systems encourages projects to evaluate the impact of retrofitting two or more building systems and the orchestration of the building’s systems as a whole. In addition, all projects should encourage energy load reduction and building envelope retrofit opportunities prior to the replacement of equipment.

• Accrue Additional Savings Promotes the accrual of savings when multiple systems are retrofitted at the same time.

PREDICTIVE MODELING The commitment to Predictive Modeling encourages projects to begin with an energy audit and/or an initial energy performance documentation of the building in order to develop some form of predictive energy modeling for identifying cost-effective energy efficient measures ( EEMs). Tools such as inverse modeling and whole building energy modeling help to identify a range of possible solutions.

• Baseline Model Benchmarking Offers baseline model benchmarking for building energy consumption, pre- and postretrofit.

• Ensure Efficient Operations Ensures the operation of all systems (new or existing) are efficient.

• Energy Forecasting Forecasts where other energy savings or benefits may exist.

• Bundle Energy Efficient Measures Identifies the value of bundling retrofit measures.

MEASUREMENT + VERIFICATION The commitment to Measurement + Verification (M+V) encourages both pre- and post-retrofit understanding of the actual energy use within the building. Post-occupancy, the performance of the building is measured and verified against benchmarks recorded in earlier stages of the project to identify the achieved energy savings, and ensure the building is performing at its highest levels, providing opportunities for adjustments if needed.

INTEGRATED DESIGN (ID)

INTEGRATED DESIGN

• Commissioning of Systems Enables the calibration of building systems post-retrofit to ensure they are operating as expected.

• Building Data Evaluation Collects measurable data to substantiate energy savings claims to occupants and tenants.

• Testing Potential Solutions Validates and tests potential design solutions for effectiveness in achieving energy performance targets and project goals.

INTEGRATED DESIGN ADVANCED ENERGY RETROFIT ROADMAP

• Verifying Indoor Environment Ensures verification of indoor environmental quality to occupants and tenants (existing and future), as well as to financing bodies.

REFERENCE MANUAL

Substantial/Comprehensive Occu pa InFvin

Owner

Project Team Alignment

Forming Your Team

Facility Manager

Key to the success of the Integrated Design (ID) process is the task of team alignment. Team Alignment bridges the gap that may exist between participants when working with unfamiliar team members. The Integrated Design Modeling + Measurement (ID) process encourages collaboration amongst all team members, in order to develop better relationships and communication skills of benefit to the Prproject.

M+M

/Service uct ders od rovi P

Increased relationship building leads to highly Architecture productive, thoughtful and innovative projects. When Construction Engineering team members are encouraged to openly collaborate, a higher quality of work typically results, regardless of project type. Ensuring that all members of a design and construction teams align around a project’s goals is essential for achieving an advanced energy retrofit.

Selecting the professionals for your Integrated Design (ID) AER project is one of the first and most important steps leading to an exceptional project. Whether the Owner takes the lead, or a consultant facilitates the process, the following items should be kept in mind:

Project Team Organization Diagram

Occupants

Owner

Financial Investors

Project Team Dynamics Ultimately the success or failure of the project rests in the team’s commitment to the process of Integrated Design (ID). Hence, team members should be fully committed to both the project goals and the use of an Integrated Design (ID) process.

PROJECT TEAM MEMBERS

Occupants

M+M

Financial Investors

Owner

Architecture

• Prioritize:

• Scope:

A E E E

Project Team Expectations

Owner + Owner Group: • Project Management • Financial Investors • Occupants • Facility Manager • Operations + Management

Architecture Professional(s): • Landscape Architect • Urban Design • Contract Documents • Specifications • Project Supervision • LEED Certification

Architecture Architecture

Architecture

When hiring professional team members, it is important to prioritize the expectations and responsibilities individually and collectively.

Engineering Engineering

Engineering Professional(s): • Structural Engineering • MEP Engineering • Contract Documents • Specifications • Project Supervision • Energy Star Certification

Engineering

E C C C

In some cases the introduction of a facilitator can help to organize the project team; however, having an open discussion with the project team about required tasks and expected levels of participation is a good start. Setting clear expectations coupled with transparency is key to a project’s success.

Engineering

Construction Construction Construction

C C C C

Subcontractors Subcontractors

Solicit bids for the work needed on the project, while also identifying team members who have Integrated Design (ID) experience and/or the willingness to work collaboratively towards the completion of the retrofit.

Modeling + Measurement

A A A

Envision what you would like to achieve in undertaking the project, and identify clear goals.

• Integrated Design Request for Proposals (ID RFPs):

Facility Manager

Owner

• Identify Goals:

Establish a budget and a list of systems and/ or components that need to be retrofitted.

EEMs

Facility Manager

Catalog the parameters and constraints of the project that are negotiable, non-negotiable, or unknown.

Substantial/Comprehensive

Construction

Subcontractors Suppliers

Construction Suppliers Construction Suppliers Sub-

Construction Professional(s): • General Contractor Services • Subcontracting Services • Suppliers • Construction Management

Construction contractors

Architecture

Subcontractors

Engineering

Construction

Suppliers

• Evaluate: Evaluate all bids in consideration of your goals and priorities, and select the candidates that best support the project’s needs.

C M+M M+M M+M

Suppliers

Construction

Modeling + Measurement Modeling + Measurement Modeling + Measurement

M+M O O O

Modeling + Measurement (M+M) Consultant(s): Consultant: • Pre-Retrofit Measurement • Benchmarking • Energy Modeling • EEM Analysis • Post-Retrofit Measurement + Verification (M+V)

Modeling + Measurement Financial Occupants Investors Owner Financial Occupants Investors Owner Occupants

Occupants

INTEGRATED DESIGN ADVANCED ENERGY RETROFIT ROADMAP

Facility Owner Manager Facility Manager

Facility Manager

Owner

Facility Manager

O O Owner

Financial Investors

REFERENCE MANUAL

INTEGRATED DESIGN (ID)

nts nciarls aesto

TEAM BUILDING

Architecture

Owner

TEAM BUILDING

Construction $

EEMs

Engineering Subcontractors

Five main groups of professionals are identified as vital participants of the Integrated Design (ID) process in the Roadmap document suite. Each group possesses critical expertise of value to the project. The Roadmap document suite addresses all project participants in order to organize all team members towards the implementation of the Integrated Design (ID) process. Ideally, at least one professional from each group is hired to work on the development of a project. However, depending on the scale of retrofit and project scope, this may not be possible. Therefore, in some cases, professional team members will be responsible for providing the absent technical support. For all projects, it is essential to include important decision-makers (especially financial decision-makers) as part of the project team as early as possible.

INTEGRATED DESIGN

• Owner

Occupants

Ownerto Representing interests from financing occupants/tenants, the Owner and Group is the driver of an Integrated Facility (ID) AER and directly impactsManager its

Financial

Investors building Owner Design success.

Along with the Owner, the Owner Group can include:

• Financial Investor(s)

• Occupants + Tenants

• Facility Manager(s) + Building Operator(s)

• Board Member(s)

• Architecture

Engineering • Landscape and Urban Design

A C

• Assistance in Achieving Certifications

• Engineering

VALUE ADDED ACTIVITIES:

Energy Free Design • Integrated Design RFPs • Architectural BIM Model •

VALUE ADDED ACTIVITIES:

Whole Building Systems • Integrated Design RFPs • Engineering BIM Model • Commissioning of Systems • M+V •

General Contractor Services • Subcontracting Services • Suppliers Services • Construction Management

TYPICAL PROJECT ACTIVITIES:

•

CONSTRUCTION

Integrated Design RFPs • Incentives Review • Energy Certification/ Accreditation • Green Leases • ESCO & Utility Contracts •

Engineering Services • Structural Eng. • MEP Engineering • Contract Documents • Specifications • Project Supervision

TYPICAL PROJECT ACTIVITIES:

•

ENGINEERING

VALUE ADDED ACTIVITIES:

Architectural Services • Landscape Arch. • Urban Design • Contract Documents • Specifications • Project Supervision •

ARCHITECTURE

MANAGEMENT + FINANCE

• Project Management • Financial Review

TYPICAL PROJECT ACTIVITIES:

VALUE ADDED ACTIVITIES:

Integrated Design RFPs • Lean Project Delivery • BIM Coordination •

INTEGRATED PRACTICE: A RANGE OF MODALITIES

• General Contractor(s)

M+M C

The Construction professional is responsible for Suppliers construction management and Construction the coordination of necessary Sub-contractors. This may include use of lean project delivery methods.

Owner

Sub-

Engineering professionals may onlyEngineering not becontractors involved on the retrofit project team, given project scope and scale. If involved, engineering professionals contribute their Suppliers expertise on building system optimization. Additional Construction engineering responsibilities include, but are not limited to:

M+M

Modeling + Measurement • Modeling + Measurement (M+M)

Modeling + Measurement (M+M) professionals include: • Energy Auditor(s)

Owner

• Contract Documents + Specifications

• Modeling

• Project Supervision

• Energy Manager(s)

VALUE ADDED ACTIVITIES:

• Commissioning

• Energy Star Certification Assistance Modeling + Measurement

Energy Modeling Energy Audits • M+V • Benchmarking • Utility Consumption Analysis • Climate Analysis • Life Cycle Assessment • Building Automation Sys. •

Construction

M+M

Subcontractors

C O

Suppliers

Construction

Occupants

Owner

O O

• Building Commissioning Professional(s)

• Building System

•

Financial Investors

Facility Manager

Occupants • Energy Modeler(s)

Verification

MODELING + MEASUREMENT

TYPICAL PROJECT ACTIVITIES:

• Supplier(s)

Occupants

• Structural, Mechanical, Electrical, Plumbing TYPICAL PROJECT ACTIVITIES:

• Sub-Contractor(s)

Construction

ID PROJECT TEAM MEMBERS

contractors Modeling + Measurement • Construction Manager(s)

Architecture

The primary responsibility of the Owner Group is to identify the Project Manager who will coordinate team members and ensure that the goals for the project are met with satisfaction. Owner and Owner Group motivation and commitment to the process are key for the success of the project.

Suppliers

Construction The project scope will determine the type of construction professional involved in the project. This can include:

Sub-

• Contract Documents + Specifications • Project Supervision

• Construction

Architecture professionals may Architecture or may not be involved on the project team, given project scope and scale. If involved, architects lend their expertise on building envelopes and systems, space planning, and optimization of energy free design solutions. Additional architectural responsibilities include, but are not limited to:

Owner

Financial Investors

Facility Manager

M+M professionals work to establish pre-retrofit benchmarks for a project. This may include an energy model used to analyze possible energy efficient measures (EEMs). The M+M professional also provides assistance Financial Occupants following the completion of the project Investorsto Owner measure and verify (M+V) actual energy savings.

O O

Owner Facility Manager

Financial Investors

Facility Manager

M+M

Modeling + Measurement

INTEGRATED DESIGN ADVANCED ENERGY RETROFIT ROADMAP

Occupants

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Owner

Owner Facility Manager

Financial Investors

INTEGRATED DESIGN (ID)

Project Team Building

PART 1: INTEGRATED DESIGN ADVANCED ENERGY RETROFITS

1.3

GETTING STARTED: FINANCING + ENERGY AUDITS FINANCING • BENCHMARKING + ENERGY AUDITS • MEASUREMENT + VERIFICATION (M+V) • OCCUPANTS + LEASES • BUILDING CERTIFICATIONS •

INTEGRATED DESIGN ADVANCED ENERGY RETROFIT ROADMAP

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FINANCING

Introduction: Getting Started

Financing your Retrofit

Getting started on an Integrated Design (ID) advanced energy retrofit includes the following activities, led by the Owner and the Project Manager: • Identification of the Project Scope + Scale of Retrofit

• Energy Audit(s)

• Measurement + Verification (M+V)

www.Nilskok.com

• Selection of Energy Efficient Measures (EEMs) This Getting Started diagram outlines initial information gathering activities whose completion is recommended at the beginning of the process. Each activity is discussed in this Reference Manual and/or the Project Team Guides.

Initial p r o g ra m i n g t o d et e r m i n e s c o p e

•

See pages 77 -7 8 f o r t h e R etro fit S c a l e Qu i z

•

Secure project fi n a n c i n g

•

See page 28 f o r fi n a n c i n g i n f o

•

Complete an energy audit

•

See pages 29-30 for audit info

•

Pike Research and LBNL

• Identification of Professional Team Members + Contracting Team Members

ENERGY AUDIT

Integrated Design (ID) AER significantly lower operating life cycle of the building.

“Retrofitting a building’s plug loads can be accomplished with minimal, if any, capital costs incurred, for a saving of 6 to 15 KBTU/SF/YR.”2

• Development of an Occupant Plan

FINANCE

an in the

“Successfully retro-commissioning a building can result in a 10 to 20% savings in energy consumption with a payback of as little as four months, for an average cost of $.30 per square foot.”1

• Gathering of Financial Resources

IDENTIFY SCOPE + SCALE OF RETROFIT

Completing can result costs over

OCCUPANT PLAN

MEASUREMENT + VERIFICATION

C o m pl e t e pr e - r e t r o fi t M + V

•

S e e pag e s 31-32 for M+V info

•

I de n t i f y an o c c u pan t pl an

•

S e e pag e s 33-34 for o c c u pan t i n f o

•

IDENTIFY ID PROFESSIONALS + BUILD PROJECT TEAM

• I s s u e I D R e qu e s t f o r P r o po s al s (RFPs)

S e e pag e s 1 7 - 2 4 an d t h e P r o j e c t Te am G u i de

•

SELECT ENERGY EFFICIENT MEASURES (EEMs)

• F i n al i z e and select EEMs

S e e pag es 3 8 - 5 2 an d the P r o j e c t Te a m G u i de

•

EEMs

WORKFORCE SAVINGS “When high performance, energy efficient buildings provide adequate daylighting, comfortable temperatures and better air quality to its inhabitants, savings accrued can reach:

$2,000/employee, leading to fewer absences and increased productivity.”3 McGraw Hill Construction: “Business Case for Energy Efficient Retrofit and Renovation” 3

GETTING STARTED

Incentive Program Guide Local utilities often provide incentives for completing energy efficient commercial building retrofits. For example, the Incentive Program Guide is a tool for building owners to become familiar with current incentive programs for energy efficient retroﬁts offered by state agencies and utility companies in the ten-county Philadelphia region. Consult the Incentive Program Guide online here: http://cbei.psu.edu/por tals/cbei/Resources/ RegionIncentiveProgramGuide/EEB_Hub_ Region_Incentive_Program_Guide.pdf Consult your local utilities for comparable incentive programs and other financing tools.

ENERGY EFFICIENT COMMERCIAL BUILDINGS TAX REDUCTION “Owners who reduce energy costs in a building at least 50% could potentially deduct up to:

$1.80/sq ft from their federal income taxes using the Energy Efficient Commercial Buildings Tax Deduction.”4 Department of Energy 2012: 179D DOE Calculator, http://www.iea.org/aboutus/ faqs/energyefficiency/ 4

State Energy Incentives State sponsored energy saving incentives are found in the Database of State Incentives for Renewables and Efficiency online here: http://www.dsireusa.org. With this interactive map, property owners and their representatives have access to a full list of financial programs designed to facilitate the completion of advanced energy retrofits.

INTEGRATED DESIGN ADVANCED ENERGY RETROFIT ROADMAP

REFERENCE MANUAL

What is Benchmarking? “Energy benchmarking is a process for describing the energy performance of a building at a point in time and for comparing that performance with similar buildings.”1 Benchmarking is an important step in understanding energy use within an existing building, and for identifying potential areas for increased energy savings. Pacific Northwest National Laboratory, PECI, Department of Energy, 2011: Advanced Energy Retrofit Guide for Office Buildings 1

What is an Energy Audit?

EEMs

Gain Insight into your Building Energy Assets

A National Standardized Web-based Modeling Tool

DOE’s Commercial Building Energy Asset Score will allow comparison of different buildings’ as-built energy systems while controlling for differences in building operations. It will help commercial building owners and operators gain insight into the efficiency of their building systems and identify potential upgrade areas. DOE is taking an iterative, phased approach in developing the score. During the 2012 Pilot, DOE worked with partners to score the following building types:

The free Asset Scoring Tool combines a simplified data input application with the comprehensive EnergyPlus building modeling engine. It can help building owners and managers to disaggregate building energy information and includes a mechanism for identifying energy improvement opportunities. The Asset Scoring Tool is simple to use and quickly generates a preliminary Asset Score and recommendations, with limited inputs about the building.

ASHRAE Energy Audits • Utility Consumption Analysis: A utility consumption analysis investigates energy consumption by comparing present consumption against past usage. A review of monthly energy data along with utility (smart meter) interval data allows for trend assessments that can be used to identify systems which may be poorly performing. For buildings with multiple tenants, analysis results can vary significantly from tenant to tenant. Recognizing areas of improvement in energy consumption and sharing that information with a tenant can dramatically change their energy use behavior.

Utility Bill Analysis ‐ July 2011 to July 2012

Energy Audits review the physical and operational health of a building’s various elements. They help develop the building’s data profile for benchmarking performance. To accurately evaluate the building’s energy performance, energy audits are typically made over an extended period of analysis (typically, a year).

Cooling use

DHW use

Heating use

The American Society of Heating, Refrigerating • Office • Retail and Air-Conditioning Engineers (ASHRAE) offers a Education • Unrefrigerated warehouse standardized• audit approach. The following outlines the 2013of Pilot, DOE will for work existing with new and buildings: existing partners to score three typicalForlevels audits

buildings in the original categories as well as the following building types: • Court houses

• ASHRAE• Lodging Level I Audit: • Libraries

• Mixed-use of any the above building types • Other (as interest is received)

Ener

TOOLS AND RESOURCES

The Department of Energy (DOE) and the Environmental Protection Agency (EPA) Key Features provide a variety of tools and resources related The Commercial Building Energy Asset Score program will provide: to energy auditing• and benchmarking that are • A whole-building energy Tailored recommendations specifically commercial buildings. efficiency score based on tailoredforto how to save energy and money.

the building envelope, mechanical, electrical, and service hot water systems.

• An additional “postupgrade” score that illustrates the potential savings from implementing the recommendations. ®

“A Level I audit includes a(four brief walk-through of the • An evaluation of the current MANAGER: • Multi-family housing PORTFOLIO building systems, including NATIONAL AWARENESS stories or more) building and a survey of the building’s energy consuming identifying inefficient FOR 2013 OF ENERGY Should be Involved equipment. Who Given the limited information gathered, the systems. NATIONALSTAR AWARENESS ANALYSIS OF CEE HOUSEHOLD SURVEY thelimited Asset Score include: audit reportUsers willofbe tomay identifying no-cost and low2013 OF ENERGY STAR® FOR Building owners, investors, further • State and local ANALYSIS OF CEE HOUSEHOLD SURVEY cost measures• and recommending investigation and operators governments into measures that would require • more • Valuation experts Buildingsignificant engineers, Within this Reference Manual document, green investment. Estimated energy savingsauditors, andandproject • Utilities building experts see page 57 in Section 1.5 - Resources: costs are based on simple calculations and typically 3 DOE + CBEI, for more information. do not account for interactions between systems.” Get Involved - Join the 2013 Commercial Building Energy Asset Score Pilot! DOE is seeking commercial building owners, managers, operators, and other interested parties to pilot test the Asset Score and provide feedback. By participating now, you can help inform the development of the Asset Score and make it as useful as possible to commercial building stakeholders. For more information, or to sign up to participate in the 2013 Pilot, email asset.score@ee.doe.gov. You can learn more about the program at our website at http://commercialbuildings.energy.gov/assetscore.html

ENERGY ASSET SCORE:

• ASHRAE Level II Audit:

“A Level II audit includes a survey of all building systems, COMMERCIAL BUILDING ENERGY which is used to compute a breakdown of energy ASSET SCORE PROGRAM 3 Steps to Receive an Asset Score consumption by end-use including heating, cooling, The U.S. Department of Energy (DOE) Building Technologies Office is and interior lighting. A Level II audit provides a more developing a Commercial Building Energy Asset Score (Asset Score) to allow building owners and managers to more accurately assess building energy in-depth investigation into the overall performance of Asset Score will be calculated using a standard performance. A building’s to evaluate the physical characteristics and major energy related systems the major building systems in order to identifytool potential of the building. The Commercial Building Energy Asset Scoring Tool (Asset Scoring Tool) will identify cost-effective energy efficiency improvements that, measures. All practical measures will be analyzed in reduce energy bills and potentially improve a building’s if implemented, can value. DOE data is currently 1. Collect building data 2. Enter into seeking Asset commercial building sector partners to 3. Receive an Asset Score Report the audit report, which will provide, at a asset minimum, help test the scoringTool method during the 2013 Pilot and provide input on how Scoring to improve the Asset 4 Scoring Tool and Asset Score Report. estimated energy savings and project costs.” Within this Reference Manual document, Gain Insight into your Building Energy National Standardized Modeling Tool seeAssets page 58 Ain Section 1.5 - Web-based Resources: DOE’s Commercial Building Energy Asset Score will allow comparison The free Asset Scoring Tool combines a simplified data input application with DOE + CBEI, for more information. of different buildings’ as-built energy systems while controlling for the comprehensive EnergyPlus building modeling engine. It can help building • ASHRAE Level III Audit: COMMERCIAL BUILDING

Estimated

Building Type: Mixed-Use Gross Floor Area: 140,000 ft 2 Year Built: 2005

Report #: Score Date: Building ID #:

WA-1234567 02/2013 XXXXX

ASSET SCORE DATA LEVEL:

28%

BUILDING SYSTEM CHARACTERISTICS Score Savings1 SUMMARY

100

Uses MORE Energy

Gross Floor Area: 100,000 ft 2

Building ID #: XXXXX

BUILDING INFORMATION Example Building 2000 A St., Chicago, IL 60601

Score with Upgrades

SCORE: OFFICE PORTION

SUMMARY

Gross Floor Area: 140,000 ft 2

Building ID #: XXXXX

Uses LESS Energy

¨ Simple Score ¨ Advanced Score ¨ Advanced Score is Verified

Current Building Score

Score with Upgrades

Current Score

Score with Upgrades

Estimated Savings1

33%

BUILDING ASSET SCORE:

100

Uses MORE Energy

Uses LESS Energy

BUILDING USE TYPES:

Office: Retail:

ENERGY ASSET SCORE

SCORE: FULL BUILDING

Current

1COMMERCIAL BUILDING

2COMMERCIAL BUILDING

ENERGY ASSET SCORE

Score for typical office built to ASHRAE 90.1-2004 energy code

100,000 ft 2 40,000 ft 2

Each use type has a separate Score page included after the full building Score page.

Assumed Building Occupancy and Operating Conditions

Types of Energy Audits There are several types of energy audits. They can range from simple remote energy audits to full on-site audits that include various methods and tools for testing existing building conditions.

Estimated Source Energy Use Under Building Assumptions2 (kBtu/ft2)

Number of Assumed Occupants

Various3

Hours of Operation

Various3

Cooling Set Point

Various3

Heating Set Point

Various

Misc. Energy Loads

Various3

Current Building

200

Upgraded Building

154

Energy Use Intensity by Fuel Type

CONTENTS

Site Energy Use 17.8

(kBtu/ft2)

54.2

Source Energy Use 18.6

(kBtu/ft2)

181.0

Fuel Oil

Gas

District Heating

• Summary.......................................................... Page 1 • Score ................................................................ Page 2-4 • Upgrade Opportunities .................................... Page 5 • Structures and Systems .................................. Page 6 • Building Assets ................................................ Page 7-8

Electricity

Assumed Building Occupancy and Operating Conditions

Estimated Source Energy Use Under Building Assumptions2 (kBtu/ft2)

Number of Assumed Occupants

500

Hours of Operation

49 hrs/wk

Cooling Set Point

73°F

Current Building

107 187

• 3 Story, 54,740 ft2 • Modeled under the

Heating Set Point

70°F

Misc. Energy Loads

0.75 W/ft2

159

Upgraded Building Typical Office

Energy Use Intensity by Fuel Type

Site Energy Use (kBtu/ft2) 16.5

42.5

Source Energy Use (kBtu/ft2) 17.3

142.1

same climatic conditions

Fuel Oil

District Cooling

Gas

District Heating

Electricity

District Cooling

The Commercial Building Energy Asset Score is a national rating system developed by the U.S. Department of Energy. The Score reflects the energy efficiency of a commercial building based on the building’s structure, heating, cooling, ventilation, and hot water systems. The Structure and Systems are the details on the current structure and systems for the building. The Opportunities show how to improve the energy efficiency of the building to achieve a higher score and save energy and money.

Energy Audit: Utility Consumption Analysis Example2

CBEI/EEB Hub, 2013: AER Demonstration Project Site Analysis Report 2

differences in building operations. It will help commercial building owners

• Remote Energy Auditing:

• On-site Energy Auditing:

Remote Energy Auditing services (without onsite walkthroughs) typically assess operational energy use and rely on utility data. They can also include information gathered from interviews with building operators and/or facility managers.

In addition to a walk-through of the building, onsite Energy Auditing services also include blower door testing, moisture testing, thermal scanning, and a detailed inspection of existing mechanical and electrical systems.

The savings are based on standard operating conditions as defined in the Model Assumptions above and reflect source energy savings. The upgrade opportunities are identified on the Opportunities page.

Modeled energy use assumes typical operating and normal weather conditions as defined in the Model Assumptions for this Building Type.

See individual use type score pages for occupancy and operating condition assumptions.

http://www1.eere.energy.gov/buildings/commercial/assetscore.html

The savings are based on standard operating conditions as defined in the Model Assumptions above and reflect source energy savings. The upgrade opportunities are identified on the Opportunities page.

Modeled energy use assumes typical operating and normal weather conditions as defined in the Model Assumptions for this Building Type.

owners and managers to disaggregate building energy information and

and operators gain insight into the efficiency of their building systems includes a mechanism for identifying energy improvement opportunities. The “A Level III audit, often termed “investment grade” and identify potential upgrade areas. DOE is taking an iterative, phased Asset Scoring Tool is simple to use and quickly generates a preliminary Asset audits, provides a more detailed and accurate analysis approach in developing the score. During the 2012 Pilot, DOE worked with Score and recommendations, with limited inputs about the building. partners to score the following building types: BUILDING PERFORMANCE DATABASE: of building energy performance and identified • Office • Retail measures. The key feature is that it accounts for the Key Features • Education • Unrefrigerated warehouse The Commercial Building Energy Asset Score program will provide: interactive effects of all building system improvements, For the 2013 Pilot, DOE will work with new and existing partners to score buildings in the original categories as well as the following building types: • A whole-building energy • Tailored recommendations often by using computer models to simulate building efficiency score based on for how to save energy • Court houses • Mixed-use of any the above the building envelope, and money. and equipment operations. This allows for a• rigorous building types Libraries mechanical, electrical, and • An additional “post• Other (as interest is received) service hot water systems. • Lodging total system engineering analysis that details the upgrade” score that Within this Reference Manual document, • An evaluation of the current illustrates the potential • Multi-family housing (four estimated cost and savings with a level of confidence building systems, including savings from implementing see page 59 in Section 1.5 - Resources: stories or more) identifying inefficient the recommendations. 5 sufficient to support large financial decisions.” Who Should be Involved DOE + CBEI, systems. for more information. Users of the Asset Score may include:

Pacific Northwest National Laboratory, • Building owners, investors, and operators PECI, Department of Energy, 2011: Advanced • Valuation experts • Utilities Energy Retrofit Guide for Office Buildings 3,4,5

• State and local governments • Building engineers, auditors, and green building experts

Get Involved - Join the 2013 Commercial Building Energy Asset Score Pilot! DOE is seeking commercial building owners, managers, operators, and other interested parties to pilot test the Asset Score and provide feedback. By participating now, you can help inform the development of the Asset Score and make it as useful as possible to commercial building stakeholders. For more information, or to sign up to participate in the 2013 Pilot, email asset.score@ee.doe.gov. You can learn more about the program at our website at http://commercialbuildings.energy.gov/assetscore.html

3 Steps to Receive an Asset Score

INTEGRATED DESIGN ADVANCED ENERGY RETROFIT ROADMAP

REFERENCE MANUAL

COMMERCIAL BUILDING

Estimated

Building Type: Mixed-Use Gross Floor Area: 140,000 ft 2 Year Built: 2005

100

Uses MORE Energy

Report #: Score Date: Building ID #:

WA-1234567 02/2013 XXXXX

ASSET SCORE DATA LEVEL:

28%

Uses LESS Energy

¨ Simple Score ¨ Advanced Score ¨ Advanced Score is Verified

Current Score

Current Building Score

Score with Upgrades

Estimated Savings1

33%

BUILDING ASSET SCORE:

100

Uses MORE Energy

Uses LESS Energy

BUILDING USE TYPES: Office: Retail:

Gross Floor Area: 100,000 ft 2

Building ID #: XXXXX

BUILDING INFORMATION Example Building 2000 A St., Chicago, IL 60601

Score with Upgrades

BUILDING SYSTEM CHARACTERISTICS Score Savings1 SUMMARY

SCORE: OFFICE PORTION

SUMMARY

Gross Floor Area: 140,000 ft 2

Building ID #: XXXXX

ENERGY ASSET SCORE

SCORE: FULL BUILDING

Current

1COMMERCIAL BUILDING

2COMMERCIAL BUILDING

ENERGY ASSET SCORE

Score for typical office built to ASHRAE 90.1-2004 energy code

100,000 ft 2 40,000 ft 2

Each use type has a separate Score page included after the full building Score page. Assumed Building Occupancy and Operating Conditions

Estimated Source Energy Use Under Building Assumptions2 (kBtu/ft2)

Number of Assumed Occupants

Various3

Current Building

200

Hours of Operation

Various3

Upgraded Building

154

Cooling Set Point

Various3 Various3

Energy Use Intensity by Fuel Type

CONTENTS Site Energy Use 17.8

(kBtu/ft2)

54.2

Source Energy Use

Various3

Heating Set Point Misc. Energy Loads

18.6

(kBtu/ft2)

181.0

Fuel Oil

Gas

District Heating

Electricity

Assumed Building Occupancy and Operating Conditions

Estimated Source Energy Use Under Building Assumptions2 (kBtu/ft2)

Number of Assumed Occupants

500

Hours of Operation

49 hrs/wk

Cooling Set Point

Current Building

73°F 70°F 0.75 W/ft2

159

Upgraded Building

107

Typical Office

187

• 3 Story, 54,740 ft2 • Modeled under the

Heating Set Point Misc. Energy Loads

1. Collect building data

2. Enter data into Asset

The savings are based on standard operating conditions as defined in the Model Assumptions above and reflect source energy savings. The upgrade opportunities are identified on the Opportunities page.

Modeled energy use assumes typical operating and normal weather conditions as defined in the Model Assumptions for this Building Type.

See individual use type score pages for occupancy and operating condition assumptions.

16.5

http://www1.eere.energy.gov/buildings/commercial/assetscore.html

The savings are based on standard operating conditions as defined in the Model Assumptions above and reflect source energy savings. The upgrade opportunities are identified on the Opportunities page.

(kBtu/ft2)

42.5

17.3

(kBtu/ft2)

142.1

Fuel Oil

Gas

District Heating The Commercial Building Energy Asset Score is a national rating system developed by the U.S. Department of Energy. The Score reflects the energy efficiency of a commercial building based on the building’s structure, heating, cooling, ventilation, and hot water systems. The Structure and Systems are the details on the current structure and systems for the building. The Opportunities show how to improve the energy efficiency of the building to achieve a higher score and save energy and money.

Energy Use Intensity by Fuel Type

Site Energy Use

Source Energy Use

same climatic conditions

District Cooling

Modeled energy use assumes typical operating and normal weather conditions as defined in the Model Assumptions for this Building Type.

3. Receive an Asset Score Report

Electricity District Cooling

GETTING STARTED

BENCHMARKING + ENERGY AUDITS

tool to evaluate the physical characteristics and major energy related systems of the building. The Commercial Building Energy Asset Scoring Tool (Asset Scoring Tool) will identify cost-effective energy efficiency improvements that, if implemented, can reduce energy bills and potentially improve a building’s asset value. DOE is currently seeking commercial building sector partners to help test the scoring method during the 2013 Pilot and provide input on how to improve the Asset Scoring Tool and Asset Score Report.

MEASUREMENT + VERIFICATION (M+V)

“Measurement and verification (M+V) is the practice of measuring, computing and reporting the results of energy saving projects.”1 M+V includes the commissioning of existing building systems (EBCx) in order to ensure they are operating efficiently. It also includes a review of any newly retrofitted building system to ensure it is operating efficiently. To this end, building data is collected to substantiate projected energy savings by using various forms of instrumentation including building sensors, sub-metering and building automation systems. The verification of indoor environmental quality is also an aspect of M+V. Measurements are taken before and after the retrofit in order to confirm the energy savings achieved. Within an Integrated Design (ID) AER project, an M+V plan should be implemented in order to help ensure energy performance goals are met, and ensure that energy savings are maintained post-retrofit.

Undertaking M+V • Monitoring: Metering + Sub-metering

In order to develop energy load profiles, monitoring of energy systems and equipment should occur both pre- and post-retrofit. This includes metering and submetering of equipment and systems. In addition, if there are multiple tenants, sub-metering should also occur to identify the energy use of each tenant and to provide longer-term optimization of energy performance.

• Spot Measurements

For equipment and electrical systems that cannot be metered and/or sub-metered, spot measurements can be taken using specialized M+V instrumentation to collect energy use data. This can include building sensors and data loggers.

Pacific Northwest National Laboratory, PECI, Department of Energy, 2011: Advanced Energy Retrofit Guide for Office Buildings, page 87

A variety of methods and tools exist for conducting an M+V analysis. They range in price and data accuracy. They include:

• Monitoring: Metering + Sub-metering

• Spot Measurements

In addition to the tools used to quantify the energy performance of a building, there are other elements to factor in the success of an Integrated Design (ID) AER. The following are key to ensuring the long-term success of an Integrated Design (ID) AER’s energy performance:

• Building Sensors + Management

• Commissioning of Systems

• Verification of Energy Savings

• Operations + Maintenance

Is M+V Necessary in an ID AER? Absolutely!

• Measuring:

The first step in the commitment to M+V is to outline an M+V plan for the project. This should include the identification of energy data and benchmarks relevant to your building for pre- and post-retrofit analysis. The measurement professional on the project team (whether the Engineer, Architect, or other specialist) should identify the attributes to be measured, using methods that will be consistent throughout the life span of the building.

Measuring and verifying the success of an Integrated Design (ID) AER post-retrofit is the only way to determine whether or not a project has achieved the targeted energy savings. Having an initial set of pre-retrofit measurements helps a building owner identify which systems are operating less efficiently. This facilitates informed, energy conscious decision making and impacts the building’s long-term energy performance.

• Energy Audits & Utility Consumption Analysis

INTEGRATED DESIGN ADVANCED ENERGY RETROFIT ROADMAP

• Building Sensors + Management

Building sensors, when used in conjunction with a building automation system (BAS), are essential for measuring the benefits of an Integrated Design (ID) AER project. Building sensors can monitor and measure the performance of individual equipment and/or entire systems, while a BAS can collect this information and automate controls. The information collected by building sensors can help in the daily management of the building to make sure the building maintains energy savings. In addition, it can help to make decisions about long-term improvements as time goes on.

• Commissioning of Systems

Commissioning ensures that new equipment and/ or systems are installed correctly and functioning properly in order for them to run as energy efficiently as possible. This occurs soon after installation of new equipment and/or systems. Commissioning may appear at first unnecessary, but the process of verifying that all components of the building are working well individually and together is imperative in order to accurately identify the energy savings achieved.

• Verification of Energy Savings

Once the Integrated Design (ID) AER is completed, it is important to verify the energy savings within the building. Post-retrofit, M+V should be used to measure energy use and compare it to the preretrofit energy use information and benchmarking. Following this initial post-retrofit M+V process, the implementation of a longer-term plan is highly recommended in order to measure and verify the building’s performance over the years.

• Operations + Maintenance

Another component of longer-term M+V is the creation of an Operations + Maintenance (O+M) plan that will outline the day to day functions of the building. The plan is best administered and implemented by the building’s facility manager, where one exists. The plan should include guidelines for managing warranties, yearly updates, and system tests. The purpose of this plan is to make sure that in daily operations and in times of repair, the building’s systems and equipment will achieve the highest performance possible.

REFERENCE MANUAL

GETTING STARTED

Measurement + Verification (M+V)

30%

EEMs

of building performance is related to occupant behavior.

.”

NREL, http://www.nrel.gov/sustainable_nrel/ pdfs/51124.pdf, page 37

What are Green Leases?

Importance of Occupant Comfort A comfortable building environment for occupants and tenants is crucial for keeping and attracting new clients. Pre-retrofit, it may have been difficult to rent space and/or retain tenants due to lighting quality, poorly heated and cooled spaces, and/or high energy costs. Pursuing an Integrated Design (ID) advanced energy retrofit (AER), helps identify and implement the energy efficient measures (EEMs) that attract, satisfy, and retain occupants.

“Traditional leasing agreements often create a condition known as “split incentives” between owner and tenant, in which capital improvements that yield energy savings result in one party paying for improvements while the other party receives the benefits of reduced utility costs.”1

In completing an Integrated Design (ID) AER, a building owner and occupants can expect some of the following benefits:

“Green

• Lower Energy Bills

• Aligned Leases

• Better Lit Spaces

• High Performance Leases

• More Comfortable Indoor Environment

• Energy Efficient Leases

• Healthier Space and Indoor Air Quality

are tools to address the asymmetries in the relationships between building owners and tenants to remove this barrier to going green.”1

leases,

which

are

also

known

as:

EEB Hub/CBEI, 2013, http://research.cbei. psu.edu/media/files/Research_Report-Green_ Leases-012213.pdf + http://research.cbei. psu.edu/research-digest-reports/green-leases 1

Occupant Health A building’s systems, indoor air quality, and building envelope can have a large impact on the health of its occupants and it is important to take into account occupant health when developing goals for your Integrated Design (ID) advanced energy retrofit (AER) project. The selected and implemented energy efficient measures (EEMs) can positively contribute to:

• Increased Worker Productivity

• Reduction of Absenteeism

• Better Workforce Retention

Engaging Occupants Engaging early with occupants and tenants is key to their support for the retrofit project and its energy efficiency goals. This informs them of any potential disruptions and provides them the opportunity to make adjustments in their space, as necessary. When engaging occupants, it is important to identify the benefits to them of an advanced energy retrofit. In addition, building owners can seek the direct input of occupants by using comfort surveys that help highlight their concerns. And, once the retrofit is completed, occupants can continue their engagement by being encouraged to offer feedback in the form of post-occupancy evaluations.

GREEN LEASE RESOURCES

• Green Lease Library “The Green Lease Library is a centralized resource that provides guidance for building owners and tenants regarding commercial green leases.”3 Additional information on green leases can be found online here: http://www.greenleaselibrary.com/ Green Lease Library, greenleaselibrary.com/ 3

2013,

http://www.

Green Leases LeadersTM Program GREEN LEASE EXAMPLE

• Energy Aligned Clause “Green Lease LeadersTM is a designation created to recognize companies or brokerage teams that successfully implement green lease language into new or existing leases. By providing standards for green leases, the Green Lease Leader program aims to make it easier for owners to engage tenants in order to achieve greater sustainability within their buildings.”2

“The Energy Aligned Clause is an example green lease that attempts to solve the split incentive issue by addressing retrofits of base building systems, for which tenants pay the energy cost on a pro rata basis.”4 Energy Aligned Clause, 2013, www.nyc.gov/html/ gbee/downloads/pdf/121115_eac.pdf 4

Green Lease Leaders, 2014, http://www. greenleaselibrary.com/green-lease-leaders.html 2

INTEGRATED DESIGN ADVANCED ENERGY RETROFIT ROADMAP

REFERENCE MANUAL

GETTING STARTED

OCCUPANTS + LEASES

BUILDING CERTIFICATIONS

ENERGY STAR Certification can offer the following benefits:

EEMs

• 5.8-26% property value increase • 1.3-11% occupancy rate increase • 3.0-15% lease rate increase. AIA: http://www.aia.org/aiaucmp/groups/ aia/documents/pdf/aiab099241.pdf

Building Certification Programs: Why + How

• Leadership in Energy and Environmental Design (LEED)

• Living Building Challenge

• Energy Star

• Southface: Light Commercial Certification

• BOMA 360 Performance Program

• Green Globes

• Leadership in Energy and Environmental

Design (LEED)

• Energy Star

• BOMA 360 Performance Program

• EarthCraft Light Commercial

“The BOMA 360 Performance Program of the Building Owners and Managers Association (BOMA) International designates commercial buildings that satisfy criteria in certain areas of operations and management. The purpose of the designation is to promote standards of operational and management excellence in commercial properties, and to provide a valid and objective evaluation of these properties as a service to the public, namely tenants, and the industry.”3 More

information

can

found

online

here:

www.boma.org/awards/360-program/ pages/default.aspx

More information can be found online here:

BOMA 360, 2014, http://www.boma360.org/

“Leadership in Energy and Environmental Design (LEED) is a building rating system developed by the U.S. Green Building Council which outlines opportunities and strategies available for construction projects, offering the best green practices currently available. Projects can earn one of the following LEED certification levels: • Platinum

Section 1.5 - Resources: DOE + CBEI (page 58)

• Gold

• Silver • Certified”

“Energy Star, a program of the U.S. Environmental Protection Agency, is an energy performance assessment certification system for commercial and institutional buildings. Completing this certification can increase property value, occupancy rates, and lease rates.”2 More information can be found within this Reference Manual here:

information

can

found

online

here:

http://www.energystar.gov/buildings

• Petal Recognition

• Net Zero Energy Building Certification”4

information

http://www.usgbc.org/leed 1

“The Living Building Challenge™ is a sustainable building certification program that offers three types of certification: • Living Building Certification

Energy Star, 2014, http://www.aia.org/aiaucmp/ groups/aia/documents/pdf/aiab099241.pdf

LEED, 2014, http://www.usgbc.org/leed

INTEGRATED DESIGN ADVANCED ENERGY RETROFIT ROADMAP

EarthCraft Light Commercial, 2014, http:// earthcraft.org/light-commercial 5

• Green Globes

http://earthcraft.org/light-commercial

• Living Building Challenge

Additionally, more information can be found online here: 1

“EarthCraft Light Commercial™ (ECLC) is a regional green building certification program offering thirdparty recognition for environmentally responsible design and construction practices for small-scale, or “light,” commercial buildings in the Southeast. ECLC is best suited for commercial building projects sized 15,000 ft2 or less, however projects up to 25,000 ft2 may be accepted on a case-by-case basis.”5

can

found

online

here:

http://living-future.org/lbc Living Building Challenge 3.0, 2014, http://livingfuture.org/lbc/certification 4

“Green Globes is a green building assessment program that offers a practical and affordable way to advance the environmental performance and sustainability of a wide variety of building types.”6 “It delivers an online assessment protocol, rating system and guidance for green building design, operation and management.”7 More information can be found online here:

www.greenglobes.com/home.asp Green Globes, 2014, www.greenglobes. com/home.asp + www.thegbi.org/green-globes/ continual-improvement-for-existing-buildings.shtml 6, 7

REFERENCE MANUAL

GETTING STARTED

Several building certification programs exist to assist project teams in making their buildings more sustainable. These programs provide third-party verified market recognition of a building’s performance. Investing in the energy-saving measures advanced by these programs helps owners qualify for tax credits and financial incentives. Buildings with sustainability certifications typically attract more tenants and become more valuable real estate assets for their owners. Commonly used building certification programs include the following:

PART 1: INTEGRATED DESIGN ADVANCED ENERGY RETROFITS

1.4

SELECTING ENERGY EFFICIENT MEASURES (EEMs) BUILDING SYSTEMS + COMPONENTS • SELECTING EEMs • EXISTING BUILDING COMMISSIONING (EBCx) • MODELING + MEASUREMENT (M+M) • DEEPER ENERGY SAVINGS: BUNDLING EEMs • PROJECT PHASING •

INTEGRATED DESIGN ADVANCED ENERGY RETROFIT ROADMAP

REFERENCE MANUAL

LIGHTING

WHAT ARE BUILDING SYSTEMS?

PLUG LOADS

Building Systems and their Components All buildings have a number of systems and components. Carefully integrating their operations is essential for achieving increased energy savings.

• Measurement + Verification Instrumentation

M+V

To optimize building systems, various Measurement + Verification (M+V) Instrumentation is introduced into a building including sensors, controls, and a building automation system (BAS). Typically applied to the Building Envelope and Mechanical Systems, M+V Instrumentation can be applied to the entire building, or to separate individual systems.

• Building Envelope The

ENVELOPE

Building

Envelope

includes

all

surfaces

including

Windows Ventilation Upgrade

ENVELOPE

Roof Insulation

Fixture Air Conditioning Upgrade Upgrade

Increase Ventilation Daylighting Upgrade

Air Infiltration

Fixture Upgrade

LOADS

PLUG M+V LIGHTING LOADS LIGHTING

Air Conditioning Air Conditioning Increase Upgrade Daylighting

Heating Upgrade

Ventilation Heating Upgrade Upgrade Heating

Air Conditioning Upgrade

EBCx LOADS M+V

Ventilation Upgrade

Controls

Ventilation Heating Controls Building Retro-commissioning Upgrade Upgrade Sensor

Building Window Sensor Upgrade

Ventilation Window Air Conditioning Wall Insulation Ventilation Upgrade Upgrade Upgrade Upgrade

Window Wall Insulation Air Conditioning VentilationAir Filtration BAS Retro-commissioning Upgrade Upgrade Upgrade Upgrade Reduction

Window Upgrade

BAS Wall Insulation Upgrade

Controls

Building Sensor

Retro-commissioning Controls Building Sensor

BAS

Retro-commissioning

Building Automation System (BAS)

Retro-commissioning Air Filtration Reduction

Sensors 74

Controls Wall InsulationBuildingAir Filtration BAS Upgrade Sensor Reduction

Ventilation Upgrade

Window Upgrade

• Lighting

Fixture Upgrade

Air Filtration Window Reduction Upgrade

Wall Insulation Upgrade Fixture Upgrade

BAS

Retro-commissioning

Typical Building Systems Roof Insulation

Controls Wall Insulation Upgrade

Air Filtration Reduction Increase

Daylighting

Increase Daylighting

Building Air Filtration Sensor Reduction

Controls Heating Upgrade

74 Ventilation Air Upgrade Conditioning

Heating Upgrade

BAS

Window Upgrade

Air Conditioning Upgrade

Retro-commissioning Controls Building 74 Sensor

BAS

Wall Insulation Upgrade

Air Conditioning Upgrade

Ventilation Upgrade

BAS

Retro-commissioning

Window Wall Insulation Windows Upgrade Upgrade

Building Sensor

BAS

Retro-commissioning

Wall Insulation

Retro-commissioning Fixture Upgrade

Building Sensor

Controls

Air Filtration Reduction

Fixture Upgrade

Air Filtration Reduction

Increase Daylighting Controls

Increase Daylighting Heating Upgrade

Building Sensor

BAS

Heating Upgrade Air Conditioning Upgrade

Air Conditioning Upgrade

Ventilation Upgrade

Window Upgrade

Ventilation Upgrade Window Upgrade

Wall Insulation Upgrade

Daylighting Fixture Upgrade

Increase Daylighting

Retro-commissioning

Upgrade Lighting Fixture

Heating Upgrade

Air Conditioning Upgrade

Building Sensor

Daylighting

Fixture

Lighting Fixture

Controls

Air Filtration Reduction Controls

Air Filtration Reduction

The Lighting Systems includes all equipment used to artificially illuminate a building including passive strategies such as the day-lighting.

M+V EBCx PLUG LOADS PLUG

Heating Air Conditioning Wall Insulation Air Filtration Upgrade Upgrade Upgrade Reduction

Controls

FixtureHeating Upgrade Upgrade

Increase Daylighting MECH.

EBCx

The Mechanical System includes all equipment associated with heating, ventilating, and air-conditioning a building.

ENVELOPE PLUG MECH. LIGHTING

Window Upgrade

• Mechanical Equipment

ENVELOPE MECH. LIGHTING

Increase Daylighting

roofs. 74

Heating Air Conditioning Fixture Increase Wall Insulation Air FiltrationDaylighting Controls Building BAS Upgrade Upgrade Upgrade Upgrade SensorReduction

MECH. Heating Upgrade

and

74 Wall Insulation

Fixture Increase Window Air Conditioning Ventilation Air Filtration Upgrade Daylighting Window Wall Insulation Upgrade Upgrade Upgrade Upgrade Upgrade Reduction

Heating Upgrade

walls

Ventilation Upgrade

Increase Daylighting

Window Upgrade

Heating Upgrade

Wall Insulation Upgrade

Air Conditioning Upgrade

Air Filtration Reduction

Ventilation Upgrade

Window Upgrade

Controls

Wall Insulation Upgrade

Building Sensor

Air Filtration74 Reduction

BAS

Controls

Building Sensor

Retro-commissioning

BAS

Retro-commissioning

Plug Loads

• Plug Loads

Plug Loads typically include the energy that is used by equipment plugged into the building’s electrical receptacles. Plug Load

M+V EBCx EBCx

INTEGRATED DESIGN ADVANCED ENERGY RETROFIT ROADMAP

REFERENCE MANUAL

SELECTING EEMS

AirIncrease Conditioning Daylighting Upgrade

exterior

BAS

SELECTING ENERGY EFFICIENT MEASURES • Increasing Project Scope

What are Energy Efficient Measures (EEMs)?

Increasing Project Scope considers the addition of scope to secure a higher level of operating efficiency. For example, if the initial scope included the retrofit of existing light fixtures, the project could consider increasing its energy savings by introducing occupancy sensors and a possible building automation system (BAS). Bundling these two components will allow for increased monitoring and control of the lighting system, thereby further reducing energy consumption.

Energy efficient measures (EEMs) are energy savings opportunities present in a building that result from the upgrading of its systems and/or system components. Existing building commissioning (EBCx) of existing systems is also considered an energy efficient measure (EEM). The major building systems that have the potential to reduce energy consumption include:

• Building Envelope

• Mechanical Systems

• Lighting Systems

• Plug Loads

Roof Insulation Upgrade

Fixture Upgrade

Increase Daylighting

Air Conditioning Upgrade

Heating Upgrade

Air Conditioning Upgrade

Window Upgrade

Ventilation Upgrade

Wall Insulation Upgrade

Controls

Air Filtration Reduction

Building Sensor

BAS

• Combining Systems

Increased Daylighting

Window Windows Upgrade Upgrade

Ventilation Upgrade

Air Filtration Reduction

Controls

Building Sensor

BAS

Retro-commissioning

Fixture Upgrade

Increase Daylighting

Heating Upgrade

Determining Your EEMs

Air Conditioning Upgrade

Window Upgrade

Ventilation Upgrade

Project team members collaborate to develop, test, and select cost-effective EEMs that achieve energy Fixture Upgrade performance targets. The process includes a review of Energy Free Design solutions, Whole Building Systems Design solutions, and the use of Predictive Modeling to review potential EEMS. In addition, the project team ensures that the design and scope are aligned with the project’s Mission Statement.

• Increasing System Scope • Combining Systems

Wall Insulation Upgrade

Heating Upgrade

Air Conditioning Upgrade

Ventilation Upgrade

Window Upgrade

Wall Insulation Upgrade

Air Filtration Reduction

Controls

Fixture Upgrade

INTEGRATED DESIGN ADVANCED ENERGY RETROFIT ROADMAP

Air Filtration

Reduction Air Infiltration Reduction

Controls

Building Sensor

BAS

Retro-commissioning

Increase Daylighting

Heating Upgrade

Air Conditioning Upgrade

Window Upgrade

Ventilation Upgrade

Wall Insulation Upgrade

Controls

Air Filtration Reduction

Building Sensor

BAS

Retro-commissioning

Fixture

FixtureFixture Increase Fixture Increase Increase Upgrade Daylighting 74 Upgrade Upgrade Daylighting Daylighting

Increase Daylighting

Wall Insulation Upgrade

SELECTING EEMS

When undertaking an Integrated Design (ID) AER, consider the possibility of bundling additional scope EEMs alongside the original projected project definition. The ability to retrofit more than one system and/or building element often yields deeper energy savings than merely retrofitting one or two items. Two methods exist for bundling EEMs, and these can be used in tandem or separately:

Fixture Upgrade

Retro-commissioning

Plug Load Management

Combining Systems is a more advanced method of increasing project scope, as it encourages the retrofit of at least two building systems, with at least one of them being the building’s envelope. For example, when upgrading a building’s mechanical systems, it is Fixture Increase Heating Air Conditioning advantageous to also retrofitDaylighting windows or increase the Upgrade Upgrade Upgrade amount of building envelope insulation. Bundling the retrofit of the mechanical system with that of the building envelope reduces the size of the mechanical equipment, by having reduced the size of the energy load.

Bundling Energy Efficient Measures

Energy Efficient Measures

Installation of Renewable Energy Source

Even greater energy savings can be achieved by considering the bundling of several energy efficient measures.

EEMs

Building Sensor Increase Daylighting

BAS

Existing Building Commissioning (EBCx)

Heating Air Conditioning Ventilation Heating Air Conditioning Ventilation Heating Air Conditioning Ventilation Upgrade Upgrade Upgrade Upgrade Upgrade Upgrade Upgrade Upgrade Upgrade

Window Insulation Air Filtration Window Wall Wall Insulation Air Filtration Window Wall Insulation Air Filtration Upgrade Upgrade Reduction Upgrade UpgradeUpgrade UpgradeReduction Reduction

Heating Upgrade

Air Conditioning Upgrade

Ventilation Upgrade

Window Upgrade

Wall Insulation Upgrade

Air Filtration Reduction

Increase Daylighting

Controls Building Retro-commissioning Controls Retro-commissioning ControlsBuilding Building BAS BAS BAS Retro-commissioning SensorSensor Sensor

Addition of Controls Addition of Sensors

Wall Insulation Upgrade

Retro-commissioning

Upgrade Lighting Fixture Upgrade

Controls

Addition of Building Building BAS Retro-commissioning Automation System Sensor

REFERENCE MANUAL

PLUG LOADS

EXISTING BUILDING COMMISSIONING OF SYSTEMS

EEMs

M+V

EBCx

Benefits of using EBCx

Existing Building Commissioning (EBCx) “is a quality-oriented process for investigating and optimizing the performance of a facility and its systems to meet the current needs of the facility.”1

Existing building commissioning (EBCx) assesses whether the systems within the building are functioning correctly and as efficiently as possible. In addition, operations and maintenance (O+M) procedures can be reviewed for improvement at this time. Once this initial investigation is completed, recommendations for energy efficient measures (EEMs) are identified. Recommendations include repair, adjustment, or complete replacement. Pacific Northwest National Laboratory, PECI, Department of Energy, 2011: Advanced Energy Retrofit Guide for Office Buildings 1

Pursuing existing building commissioning (EBCx) can often result in simple and no-cost solutions to:

• Increased Occupant Comfort

• Energy & Cost Savings

• Improved Systems Operations

• Reduction of Systems Failures

• Potentially Extends Equipment’s Useful Life

For example, EBCx of building envelope deficiencies is a smart way to monitor weaknesses in energy consumption and reduce air infiltration. Retrofitting building envelope components can further assist in optimizing the mechanical system and can often be achieved with minimum discomfort to a building’s occupants

Common Systems involved in EBCx All systems within the building can be involved in existing building commissioning (EBCx). Typically, if there is an existing system with obvious operating issues or if there are occupant comfort concerns, that system may be targeted for EBCx to improve the efficiency and/or solve the comfort issues. Common systems that can and made more efficient

be investigated through EBCx:

• Building Envelope ENVELOPE ENVELOPE

MECH.

ENVELOPE MECH.

• Air Infiltration

• Mechanical Equipment • Air Conditioning Equipment

ENVELOPE LIGHTING

• Heating Equipment

MECH.

• Ventilation Equipment

MECH.

PLUG

PROCESS OF COMPLETING EBCx The EBCx process begins pre-retrofit with a thorough review of all building systems and components. Depending on the scale of the retrofit, this may include one system, multiple systems, or the entire building. Usually during this process an audit of most systems is undertaken to assess any operational issues.

MECH.

LOADS PLUG LIGHTING LIGHTING LOADS M+V LIGHTING PLUG M+V INVESTIGATION OF EXISTING SYSTEMS

RECOMMENDED MEASURES

IMPLEMENTATION OF MEASURES

MEASUREMENT + VERIFICATION

INTEGRATED DESIGN ADVANCED ENERGY RETROFIT ROADMAP

PLUG LOADS EBCx PLUG LOADS M+V EBCx LOADS

Once EBCx is completed, a plan for Operations and Maintenance (O+M), which is used to monitor systems, should be considered and implemented. This will help to ensure that systems maintain their efficiency over the lifetime of their operation. Over time, having clear O+M procedures can assist the building owner and maintenance/facilities staff in predicting failures, optimizing equipment, and in identifying priorities for future retrofits.

• Windows

ENVELOPE

LIGHTING

OPERATIONS + MAINTENANCE PLAN

• Lighting • Lighting Fixtures & Equipment

• Plug Loads • High Energy Equipment

SELECTING EEMS

What is Existing Building Commissioning (EBCx)?

EBCx RESOURCES Several resources are available within the market on Existing Building Commissioning (EBCx) and Retrocommissioning. A Retrocommissioning Guide for Building Owners developed by the Environmental Protection Agency provides an extensive overview of EBCx and Retrocommissioning. This resource can be downloaded online here:

http://www.peci.org/sites/default/files/ epaguide_0.pdf

M+V

EBCx

• Measurement + Verification Instrumentation

EBCx

• Building Automation System

EBCx

• Controls

M+V

REFERENCE MANUAL

MODELING + MEASUREMENT (M+M)

Modeling + Measurement (M+M) includes the gathering of building information and energy use data in order to develop appropriate benchmarking data, of use to Predictive Modeling. This information is used to understand how a building is performing before undertaking an Integrated Design (ID) AER. Once the retrofit is completed, the model can be used along with Measurement + Verification (M+V) to evaluate the building’s performance levels and verify the energy savings that have been achieved within the Integrated Design (ID) AER project.

BENEFITS OF USING M+M • More efficient and comprehensive energy management. • Increased energy savings both monthly, and through the monitoring and adjustment of systems over time. • Encourages a comprehensive integration of engineering systems within the development of the project and its specific targets to be met. • Potential to assist in meeting credit needs for accreditation programs such as LEED and Energy Star. • Potential to change behavior of occupants by making post-occupancy monitoring results available, resulting in lower user-driven energy demand.

What is Predictive Modeling? Predictive modeling is a form of forecasting the future energy consumption of a building. Various forms of predictive modeling exist. Advanced forms use visualization software to create a digital representation of the physical and functional characteristics of the building. They are used to simulate a building’s lighting, heating, cooling, and ventilation modes. Less detailed forms of predictive modeling are used in most Partial Scale retrofits. All forms of predictive modeling are useful when: • Assessing Existing Conditions

• Identifying Energy Savings Opportunities

• Modeling Potential Energy Efficient Measures (EEMs)

Modeling potential EEMs helps to evaluate the potential energy savings for each measure. In addition, the model can provide cost-analysis information and data on the effectiveness of each measure or bundled measures in achieving the project’s energy performance targets. Using this information, the project team members can make informed decisions.

Types of Predictive Modeling There are several different types of predictive modeling. The scope and scale of retrofit will determine the amount of predictive modeling necessary for your Integrated Design (ID) AER project. This may include:

• Inverse Modeling

• Whole Building Energy Modeling

• Climate Analysis

• Life Cycle Assessment

• Inverse Modeling Depending on the available data, either ‘monthly’ or ‘interval data’ analysis can be used to conduct an inverse model analysis. Inverse modeling is a type of predictive modeling used to analyze observations of existing conditions and predict potential energy savings within a project. For Lite and Partial Retrofits, inverse modeling may be the preferred modeling method.

WHAT M+M TOOLS ARE AVAILABLE? Depending on the scale and scope of your retrofit, the following M+M tools are available: • Energy Modeling • Energy Audits • Utility Consumption Analysis

• Whole Building Energy Modeling Whole building energy modeling is the creation of a virtual digital model of the entire building, which is calibrated using the building’s baseline energy use data. A calibrated whole building energy model provides more accurate energy savings results. Example tools provided by the DOE include DesignBuilder and OpenStudio.

• Climate Analysis A climate analysis uses local climate data, including air temperature, humidity, wind, solar radiation information, to simulate building performance within a predictive model of the building. Using a climate analysis can help the project team to test and select energy free (passive) design solutions that will work well within the building. In addition, a climate analysis can help to accurately determine the energy savings potential of possible EEMs.

• Life Cycle Assessment “Life Cycle Assessment (LCA) evaluates the environmental impact a building will have over the course of its entire life span. The aspects reviewed in determining this effect take into account materials and the efforts put into obtaining those materials, manufacturing, transportation of resources, usage and occupancy, operations and maintenance, and demolition or recycling of the structure.”1 LCA can be used within a project to model the life cycle environmental impact of your retrofit project.

• Life Cycle Assessment • Installation of Lighting, CO2 and Occupancy Sensors • Installation of a Building Automation System (BAS) • Conducting Blower Door and/or Air Infiltration Tests SELECTING EEMS

Modeling + Measurement (M+M)

DEPARTMENT OF ENERGY TOOLS The Department of Energy (DOE) provides the following whole building predictive modeling tools at no cost: • EnergyPlus

• OpenStudio

Within this Reference Manual document, see page 60 in Section 1.5 - Resources: DOE + CBEI, for more information.

http://www.aia.org/practicing/akr/AIAB089185

INTEGRATED DESIGN ADVANCED ENERGY RETROFIT ROADMAP

REFERENCE MANUAL

ning lation grade

n e

ation rade

DEEPER SAVINGS: BUNDLING ENERGY EFFICIENT MEASURES Best Practices to Achieve Deep Energy Savings

EEMs

Plug and Process Load Management

While each Integrated Design AER project is different in scale and scope, there are several best practices for bundling energy efficient measures (EEMs).

What is Load Reduction?

Energy Free Design Solutions

Load Reduction is the act of eliminating unnecessary energy needs and/or managing energy demand. Load reduction strategies can be implemented and bundled with other energy efficient measures (EEMs) within ID AER projects in order to increase energy savings. Common load reduction strategies include:

Energy Free Design solutions are known as nonactive (passive) energy reduction strategies such as:

• Building Envelope Strategies

• Natural Ventilation

• Energy Free Design Solutions

• Renewable Energy Strategies

• Occupant Behavior Strategies

• Plug and Process Load Management

Energy Free Design strategies should be considered as part of an ID AER project in order to reduce immediate and long term energy loads.

Benefits of Load Reduction Bundling

Plug and process loads (PPL) are building loads that are unrelated to general lighting, heating, ventilation, cooling, and water heating.1 Typically, PPLs include anything that is plugged into an electrical outlet.

There are several benefits of load reduction bundling: • Reduction in demand loads on Mechanical System • Reduction in scope and scale of HVAC equipment needed to regulate a building’s temperature

Plug Load

• More comfortable and productive occupants

• Shading PPLs can be managed by eliminating unnecessary equipment and through behavioral strategies such as switching off unused equipment. In addition, plug load limits and standards can be set for occupants to encourage awareness and modify behavior. By managing PPLs, energy loads can be reduced resulting in energy savings.

• Daylighting

NREL, http://apps1.eere.energy.gov/buildings/ publications/pdfs/alliances/20111121_webinar_ assessing_ppls.pdf SELECTING EEMS

Building Envelope Strategies Building Envelope systems can have a large impact on energy loads. Typical components that can be retrofitted to reduce load within an existing building include:

Window Wall Insulation Wall Insulation Air Filtration Upgrade Upgrade Upgrade Reduction

Air Filtration Controls Reduction

Wall Insulation Upgrade

Air Filtration Reduction

Controls

By retrofitting envelope systems in conjunction with mechanical systems, significant energy savings can be achieved. For example, upgrading the windows and/or exterior wall insulation can reduce a building’s dependence on mechanical equipment for temperature regulation, thereby reducing the overall energy load.

Heating Upgrade

Controls Building Sensor

Air Infiltration (Weatherization)

Roof Window Upgrade

Occupants have a large impact on energy use within buildings. By targeting occupant behavior, loads can be reduced within existing buildings. Some strategies include:

Insulation (Exterior Walls + Roof)

Windows Ventilation Window Upgrade Upgrade

Occupant Behavior Strategies

Air Conditioning Ventilation Window Wall Insulation Air Filtration UpgradeUpgrade Upgrade Upgrade Reduction

• Dashboards: Dashboard can be Retro-commissioning used to monitor occupant Building BAS BAS Retro-commissioning Sensor energy use while providing feedback about simple steps that can be taken to reduce energy loads. 74

Building Sensor

• Measurement + Verification (M+V) Instrumentation: Occupant sensors and controls can be used to BAS Retro-commissioning schedule mechanical and/or lighting systems which can be tied to operating hours or occupancy.

Building Air FiltrationBAS Window Controls Wall Insulation Upgrade Upgrade Sensor Reduction

LOAD REDUCTION BUNDLING

Sensors Controls Building Retro-commissioning Sensor

HVAC

74 Controls

BAS

HVAC

++++ HVAC +

Windows

Wall Insulation

++++ HVAC +

HVAC HVAC HVAC HVAC HVAC

(or)

LOAD REDUCTION Wall Insulation

(or) (or)(or) (or) (or)

(or)

LOAD REDUCTION = LOAD RE LOAD LOAD REDUCTION REDUCTION REDUCTION REDUCTION ===LOAD =LOAD (or)

Windows Wall Insulation Windows Windows Windows Windows Windows WallWall Insulation Wall Insulation Wall Insulation Insulation

Retro-commissioning

++++

(or) (or)(or) (or) (or)

LIGHTING LIGHTING LIGHTING LIGHTING LIGHTING LIGHTING (or) Windows Windows Windows Windows Windows LIGHTING Windows

Energy Modeling

MAXIMUM MAXIMUM MAXIMUM MAXIMUM MAXIMU 74 OPERATIN MAXIMUM OPERATING OPERATIN OPERATI OPERAT BAS EFFICIENC OPERATING Building BAS BASBAS BAS BAS EFFICIENCY EFFICIENC EFFICIEN EFFICIE Sensor EFFICIENCY

(or) (or) 74 (or)(or) (or) (or)

HVAC Building HVAC HVAC HVAC HVAC HVAC Building Building Building Building Controls System Sensor Controls + System Controls Controls Controls + Controls System ++System + System + SystemSensor Sensor Sensor Sensor HVAC Building BAS Controls + System Sensor

INTEGRATED DESIGN ADVANCED ENERGY RETROFIT ROADMAP

(or) (or)(or) (or) (or)

HVAC HVAC HVAC HVAC HVAC

74 74 74 74

====

(or)

====

(or)

LOAD REDUCTIO LOA LOAD LOAD LOAD LOAD REDUCTION REDUCTIO REDUCTI REDUCT Energy LOAD REDUCTION Modeling

Energy Windows Energy Energy Energy Energy Modeling Modeling Modeling Modeling Modeling

MAXIMUM MAXIMUM MAXIMUM MAXIMUM MAXIMUM 74 74 74 48 MAX 74 74 REFERENCE (or) (or) (or)(or) (or) (or) 74 MANUAL OPERATING LIGHTING MAXIMUM OPE OPERATING OPERATING OPERATING OPERATING LIGHTING LIGHTING LIGHTING LIGHTING LIGHTING 74 (or) BAS Occupancy BAS BASOccupancy BAS BAS BAS Occupancy Occupancy Occupancy Occupancy EFFICIENCY OPERATING LIGHTING EFFI EFFICIENCY EFFICIENCY EFFICIENCY EFFICIENCY Sensor Sensor Sensor Sensor Sensor Sensor

++++

====

What is Daylighting?

EEMs

Benefits of Daylighting Bundling • Reduction in number or type of fixtures needed to artificially light a space

Daylighting is an Energy Free Design strategy focused on increasing the use of natural light and decreasing the energy demand load of electrical lighting systems.

• Reduction of energy used by artificial lighting systems

Increasing daylighting can be achieved by effective bundling the following components:

• Increased use of natural daylight • Increased occupant comfort

• Window Upgrades • Lighting Fixtures

HVAC

(or)

• Daylighting and/or Occupant Sensors

Windows

LOAD REDUCTION

Wall Insulation

• Controls Upgrading windows and identifying opportunities that HVAC allow for increased natural lighting can help to modify the type and/or number of fixtures within an existing building. In addition, the use of occupancy sensors and controls tied to natural light levels and occupancy hours can contribute to significant energy savings.

(or)

HVAC Controls

LIGHTING

Building Sensor

BAS

(or)

+ Windows

DEEPER SAVINGS: BUILDING AUTOMATION SYSTEM (BAS) Why introduce a Building Automation System (BAS)?

A building automation system (BAS) typically is an integrated computer system that can be used to monitor and control systems within a building. In HVAC addition, the BAS can also be used to monitor systems and collect important energy related data. This allows the operation and maintenance (O+M) personnel to analyze this information and make adjustments to building controls and equipment use as necessary.

• Optimization of building systems and components (or) through the use of BAS controls (such as scheduling LOAD REDUCTION systems, monitoring, failure management) can result Windows Wall Insulation in greater energy savings

• All systems are integrated into one reporting MAXIMUM mechanism (or) 74 (or) • EasyHVAC access to building performance data Building BAS Controls

Sensor

OPERATING EFFICIENCY

• Remote access to building systems and components

LIGHTING

• Ability to accurately view the performance of building systems (or) and components, leading to greater LOAD REDUCTION energy savings

Windows

Energy Modeling

(or)

LOAD REDUCTION

BAS

Occupancy Sensor

MAXIMUM OPERATING EFFICIENCY

Energy Modeling

BUILDING AUTOMATION SYSTEM (BAS) EXAMPLE (or)

LIGHTING

INCREASING DAYLIGHTING EXAMPLE

LIGHTING

EEMs

Benefits of Building Automation System (BAS) Bundling

Deeper energy savings can be achieved by optimizing the performance of building systems such as when HVAC mechanical systems, building sensors, and controls are all connected to a building automation system (BAS).

MAXIMUM OPERATING EFFICIENCY

BAS

Occupancy Sensor

MAXIMUM OPERATING EFFICIENCY

+ Lighting Fixtures

Daylighting Sensors

Windows

(or) Controls

DAYLIGHTING

Lighting Fixtures

+ Lighting Fixtures

HVAC

Daylighting Sensors

Windows

+ Controls

(or)

+ Sensors

Controls

DAYLIGHTING

BAS

INTEGRATED DESIGN ADVANCED ENERGY RETROFIT ROADMAP

HVAC

+ Controls

+ Sensors

BAS

BAS BUNDLING

BAS

BAS BUNDLING

REFERENCE MANUAL

SELECTING EEMS

DEEPER SAVINGS: INCREASING DAYLIGHTING

PROJECT PHASING What does a Phased Substantial Retrofit look like?

Planning a Phased Project

Project Phasing is the act of coordinating particular building activities in an appropriate sequence relative to a project’s needs. Constraints may exist that keep a project from implementing all retrofit activities at one time, and in this case more than one project phase is required. The first two rules of Project Phasing are:

In a phased Integrated Design (ID) AER, it is likely that the full project may not be completed for several years. The scheduling of the planned energy efficient measures should be reviewed at the beginning of the project to ensure optimum phasing based on:

A Substantial Retrofit when phased into a series of Lite Retrofits will include the Purchase, Installation and Commissioning of most building systems and building envelope components. However, each phase will focus only upon the Purchase, Installation and Commissioning of a minimum of one building systems and/or component(s).

PHASE 1

• Tenants

• Reduce Loads First:

• Scope of Work

Reducing loads within the building can significantly increase energy savings. For example, increasing daylighting within a building can save energy by reducing the amount of electrical lighting needed.

• Available Budget Completing a project may prove difficult with multiple tenants. If possible, unoccupied tenant spaces are part of the first stages of a phased project.

• Envelope Improvements Typically Decrease Loads: The retrofit of a building’s envelope typically contributes to the reduction of loads within the building. For example, replacing existing single pane windows with energy efficient windows can reduce the load demand for heating and cooling. Therefore, in a phased retrofit, envelope measures should be scheduled before other retrofit work.

Window Retrofit

Wall Insulation Retrofit

Phases are typically determined and prioritized by each contract assigned to a specific aspect of the intended retrofit activities. The contract that is currently being executed will determine the appropriate scale of retrofit and its companion Roadmap Project Team Guide documents.

SELECTING EEMS

What is Project Phasing?

BAS

PHASED SUBSTANTIAL RETROFIT

Heating Retrofit

•Window Retrofit •Insulation Retrofit Existing Building Commissioning

Building Sensor

Lighting Retrofit

Heating Retrofit

Controls

Existing Building Commissioning

Building Sensor Lighting Retrofit

Heating Retrofit

•Controls •Sensors •BAS

Existing Building Commissioning

INTEGRATED DESIGN ADVANCED ENERGY RETROFIT ROADMAP

Building Sensors

Controls

PHASE 1

Controls

Retrofit

BAS

Controls

Heating Retrofit

BAS

Retrofit •EBCx

BAS

PHASE 3

•Lighting

PHASE 2

•Heating

Building Sensors

Wall Insulation Retrofit

Window Retrofit

Wall Insulation Retrofit

Existing Building Commissioning

Lighting Retrofit

Window Retrofit

Wall Insulation Retrofit

Window Retrofit

Lighting Retrofit

REFERENCE MANUAL

PART 1: INTEGRATED DESIGN ADVANCED ENERGY RETROFITS

1.5

RESOURCES: DOE + CBEI DEPARTMENT OF ENERGY (DOE) RESOURCES • CONSORTIUM FOR BUILDING ENERGY INNOVATION (CBEI) RESOURCES • RETROFIT CASE STUDY •

INTEGRATED DESIGN ADVANCED ENERGY RETROFIT ROADMAP

REFERENCE MANUAL

Department of Energy (DOE) Tools and Resources

Better Buildings Alliance

“The Better Buildings Alliance is a U.S. Department of Energy (DOE) effort to promote energy efficiency in U.S. commercial buildings through collaboration with:

• Better Buildings Alliance

• Building Owners

• Advanced Energy Retrofit Guides

• Operators

• Energy Asset Score Tool

• Managers

• Buildings Performance Database

Members of the Better Buildings Alliance commit to:

• EnergyPlus and OpenStudio

• Building Technologies Office Projects: • America Saves

• 2030 Districts

• Energy Efficient Measures Tool

• Southface - EarthCraft

• Addressing energy efficiency needs in their buildings by setting energy savings goals.

• Developing innovative energy efficiency resources.

• Adopting advanced cost-effective technologies and market practices.

Members agree to participate in at least one Alliance activity each year and share their successes with their peers, while DOE commits to connect members with technical resources and provide a platform for peer exchange.”1 Better Buildings Alliance, 2014, http://www4.eere.energy. gov/alliance/about 1

Access Resources Online Find additional Department of Energy tools and resources online here:

http://energy.gov/eere/buildings/analysis-tools

EEMs

PNNL Advanced Energy Retrofit Guide “The Advanced were created

The Department of Energy (DOE) offers many tools and resources for existing commercial buildings. The following resources are outlined within this Reference Manual:

Join the Better Buildings Alliance Find out more about joining the Better Buildings Alliance online here:

PNNL GUIDE FOR OFFICE BUILDINGS

Energy Retrofit (AER) Guides to help decision makers:

• Plan

• Design, and

• Implement

energy improvement projects in their facilities. With energy managers in mind, they present practical guidance for kick-starting the process and maintaining momentum throughout the project life cycle.”2 Advanced Energy Design Guides, 2014, http://energy. gov/eere/buildings/advanced-energy-retrofit-guides 2

PNNL Guide for Office Buildings “The Advanced Energy Retrofit Guide for Office Buildings includes: • General project planning guidance with a focus on Existing Building Commissioning (EBCx).

• Financial payback metrics for the most common energy efficiency measures.

• A practical roadmap for effectively planning and implementing performance improvements for existing buildings.

This guide primarily applies to facility managers and energy managers of large existing office buildings (>100,000 sf), but also includes considerations for small and medium office buildings.”3

Download the Advanced Energy Retrofit Guide for Office Buildings online here:

http://apps1.eere.energy.gov/tribalenergy/ pdfs/doe_eere_aerg_office_buildings.pdf *Pacific Northwest National Laboratory, PECI, Department of Energy, 2011: Advanced Energy Retrofit Guide for Office Buildings

Pacific Northwest National Laboratory, PECI, Department of Energy, 2011: Advanced Energy Retrofit Guide for Office Buildings 3

http://www4.eere.energy.gov/alliance/

INTEGRATED DESIGN ADVANCED ENERGY RETROFIT ROADMAP

REFERENCE MANUAL

RESOURCES: DOE + CBEI

DEPARTMENT OF ENERGY (DOE) RESOURCES

Charts & Graphs

SAMPLE REPORT NATIONAL AWARENESS ® FOR 2013 OF ENERGY NATIONALSTAR AWARENESS ANALYSIS OF CEE HOUSEHOLD SURVEY 2013 OF ENERGY STAR® FOR ANALYSIS OF CEE HOUSEHOLD SURVEY

EEMs

What is Portfolio Manager? “Portfolio Manager is an online tool that can be used to measure and track:

• Energy Consumption

• Each of the figures can be printed or for downloaded • Water Consumption easy insertion into a Greenhouse Gas Emissions presentation or •document • If you scroll down on the It can also be used to benchmark the performance page, you can view and of one building or a whole portfolio of export the raw dataagainst for the other similar buildings.”1 buildings charts &1Energy graphs Star, Use Portfolio Manager, 2014,

http://www.energystar.gov/buildings/facility-ownersand-managers/existing-buildings/use-portfolio-manager

Using the Results “After collecting building data and benchmarking the building’s performance, the results can be used to:

• Identify under-performing buildings

• Set investment priorities

• Verify efficiency improvements

NATIONAL AWARENESS ® FOR 2013 OF ENERGY NATIONALSTAR AWARENESS

• Receive recognition for superior energy performance via Energy Star”2

ANALYSIS OF CEE HOUSEHOLD SURVEY

ACCESS THE TOOL ONLINE

ANALYSIS OF CEE HOUSEHOLD SURVEY 2013 OF ENERGY STAR® FOR

Energy Star, Quick Start Guide, 2014, https://www. energystar.gov/

RESOURCES: ENERGY ASSET SCORE What is the Energy Asset Score Tool?

EEMs

Key Features

“The Energy Asset Score program allows building owners and managers to more accurately assess building energy performance. A building’s Asset Score can be calculated using a standard tool to evaluate the physical characteristics and major energy related systems of the building.

“The Asset Scoring Tool will generate an Asset Score Report that will provide:

The free online Asset Scoring Tool will generate a score based on inputs about:

• An evaluation of the current building systems that identifies inefficient building systems.

• Building Envelope

• A set of opportunities to save energy and money.

• Building Systems (heating, ventilation, cooling, lighting, and service hot water)

• An additional “post-upgrade” score that illustrates the potential savings from implementing the recommendations.”5

• A whole-building energy efficiency score based on the building envelope and building systems (heating, ventilation, cooling, lighting and service hot water).

Using the tool will help identify cost-effective energy efficiency improvements that, if implemented, can reduce energy bills and potentially improve a building’s asset value.”4 Energy Asset Score, 2014, http://energy.gov/eere/ buildings/commercial-building-energy-asset-score 4

Energy Asset Score, 2014, http://energy.gov/eere/ buildings/commercial-building-energy-asset-scoring-tool 5

Access the Tool Online

COMMERCIAL COMMERCIAL COMMERCIAL BUILDING BUILDING BUILDING

22 2

Find the Energy Asset Score Tool online here:

ENERGY ENERGY ENERGY ASSET ASSET ASSET SCORE SCORE SCORE

http://energy.gov/eere/buildings/building-energyasset-score

WHAT’S WHAT’S WHAT’S ININ AN IN AN ASSET AN ASSET ASSET SCORE SCORE SCORE REPORT? REPORT? REPORT? USING THE ASSET SCORE TOOL: THREE SIMPLE STEPS 3 STEPS 3 STEPS 3 TO STEPS RECEIVE TO RECEIVE TO RECEIVE AN ASSET AN ASSET AN SCORE ASSET SCORE SCORE COMMERCIAL COMMERCIAL BUILDING COMMERCIAL BUILDING COMMERCIAL BUILDING COMMERCIAL BUILDING COMMERCIAL BUILDING BUILDING COMMERCIAL COMMERCIAL BUILDING COMMERCIAL BUILDING BUILDING

ENERGY ENERGY ASSET SCORE ASSET SCOREASSET SCORE ENERGY ASSET ENERGY SCORE ASSET ENERGY SCOREENERGY ASSET SCORE ASSET ENERGY SCORE ASSET ENERGY SCOREENERGY ASSET SCORE

Find the Portfolio Manager tool online here:

https://portfoliomanager.energystar. gov/pm/signup Find out more about Energy Star certification for buildings here:

http://www.energystar.gov/buildings

Score

Structure and Systems Score

Opportunities Structure and SystemsBuilding Score Assets Opportunities Structure and Systems Building Assets Opportunities Score Structure and Systems Score

Building Type: Building Name Office Gross Area: 100,000 square feet 1 MainFloor Road Year Built: IL 60601 2005 Chicago,

Building Name 1 Main Road Chicago, IL 60601

Structure and Systems

Opportunities Structure and Systems Building Opportunities Assets Structure and Systems Building AssetsOpportunities

Structure and Systems Score Score Building Assets Opportunities Structure and SystemsBuilding Score Assets Opportunities Structure and Systems Building Assets Opportunities

Opportunities Structure and SystemsScore Building Assets Opportunities Structure and Systems Building AssetsOpportunities Building Assets

BuildingBuilding Type: Report Office #: IL-1234567 BuildingType: Name Office Name Building Building Type: ReportName Office #: IL-1234567Building Name Building Report Type: #: Office IL-1234567Building IL-1234567 ReportName #: IL-1234567 Building Name Report #: IL-1234567 Building Report #: IL-1234567 Type: Building Building Type: Office Building Type: Office Building Name OfficeReport #: Gross Floor square Area: Award 100,000 Year: square 2011 feet 1 Main RoadArea: 100,000 1 Main Road Gross Floor Award Area: Year: 100,000 2011 square feet1 Main RoadGross Award FloorYear: Area: 100,000 2011 square feet Award Year:feet 2011 1 Main Road Award Year: Award 2011 square Award Year: feet 2011Gross Floor Gross Floor Area: 100,000 square Gross Floor Area: 100,000 2011 square feet1 Main Road Gross FloorYear: Area: 100,000 feet 1 Main Road 1 Main Road Year Built:IL 60601 2005 Year Built: Chicago, ILYear 60601 Chicago, Chicago, IL2005 60601 Year Built: Year Built: 2005 Chicago, IL2005 60601 Year Built: IL 60601 2005 Year Built: Built: 2005 Chicago, IL 60601 Chicago, Chicago, IL2005 60601 Appendix

ABOUT THE BUILDING ENVELOPEABOUT THE BUILDING ENVELOPE

What is Energy Star? “Energy Star is a certification program for existing commercial buildings. Portfolio Manager can be used to identify a building’s Energy Star score. To be eligible for Energy Star certification, a building must earn an Energy Star score of 75 or higher, indicating that it performs better than at least 75 percent of similar buildings nationwide.”3 Energy Star, 2014, http://www.energystar.gov

Ranking

Opportunity Identified

Current Ranking Building

(See Opportunities Page)

Roof Walls

Poor Fair

Windows

Roof ✔ — Walls

Poor

Opportunity With Identified Upgrades R-30 ✔ — —

U-0.50 Poor

Roof Walls

U-0.30 ✔

Opportunity Identified

Ranking***

Ranking*** Current Building

(See Opportunities Page)

Poor

(See Opportunities Page)

U-0.50 U-0.55

R-30 — U-0.30

Poor

1.0 ✔

Reference Ranking*** Current Value** Building kBtu/sq.ft./yr kBtu/sq.ft./yr

Hot Water

1.6 0.7

Opportunity With Uses Identified Upgrades

MORE Energy

(See Opportunities Page) kBtu/sq.ft./yr

Poor

1.0

R-18 R-13

With Upgrades

R-18 R-13

R-30 Current — Score

U-0.55 U-0.50

✔

ABOUT THE BUILDING SYSTEMS

Opportunity With Identified Upgrades

(See Opportunities Page) kBtu/sq.ft./yr

Reference Current Value*Building

✔

—

With

Uses Upgrades kBtu/sq.ft./yr MORE Energy

kBtu/sq.ft./yr kBtu/sq.ft./yr

0.7

1.6

Air Distribution ✔

Poor 10.0

3.3 ✔

Air Distribution 10.0 3.9

Poor

3.3

✔

3.9

10.0

3.3

Cooling ✔ — Heating

Fair 18.7 Good 15.7

12.0 ✔ — 15.7

Cooling Heating

18.7 14.8 15.7 31.8

Fair Good

12.0 15.7

✔

—

14.8 31.8

18.7 15.7

12.0 15.7

Poor

✔ Interior Lighting

Poor 50.4

✔ 30.0

Interior Lighting50.4 35.8

Poor

30.0

✔

35.8

50.4

30.0

SYSTEM EVALUATION**** 15

20 0

Hot Water

Air Distribution

25 5

30 10 Current Building

Model Standard Conditions for a SYSTEM EVALUATION**** 35 15 With Upgrades

40 20

45 25 0

Air Distribution

Cooling

Lighting

Heating

IESNAon Standard 90.1-2004 *Based ANSI/ASHRAE/IESNA Standard 90.1-2004 **DOE reference building modeled under ANSI/ASHRAE/

Building of this Size and Type

50 30 5 10 35 kBtu/sq.ft./yr

Current Reference Hot Water Site Energy Building Value Use Intensity

Cooling

Lighting

Number With Upgrades

15 40

of Occupants Reference

Value Hours of Operation

Cooling Set Point

20 45

25 50

R-18 R-13 U-0.55

Savings*

Payback

Building Assets Building Assets

Building Report Type: #: Office IL-1234567 GrossAward Floor Year: Area: 100,000 2011 square feet Year Built: 2005 Appendix Savings*

Report #: Award Year:

Savings*

Payback

< 1.5 yrs

0 - 5%

< 1.5 yrs

60 hrs./wk. 106

of Operation UpgradedHours Building*

Cooling Set Point Typical Medium Office*

75°F164

CoolingOffice* Set Point Typical Medium Source Energy Use (kBtu/sq.ft.) 53,628 sq.ft. • 3 Story,Heating Set Point

75°F

53,628 sq.ft. • 3 Story,Set Heating Point

Misc. Energy Loads 3 W/ft2 • Modeled at the same location

• Built after 2004

Uses

75°F

Lighting

100

Cooling Source: • Replace existing centra

h high efficiency T8 lInterior ighScore ting for Lighting typical

59Fixture Upgrades:

17.3•

Built after 2004

10 -HVAC 15% Systems

Uses LESS Energy

5 - 10 yrs

10 - 15%

5 - 10 yrs

10 - 15%

142.1

Misc. Energy Loads

• Modeled at the same location

Gas

e of roof or ceilin5g - 10% 5 - Building 10% 15 - 25 yrs Envelope

159500

Site Energy Use Building* (kBtu/sq.ft.) Current

159

Windows:

75°F 3 W/ft2

164

Typical Medium Office* Source Energy Use (kBtu/sq.ft.) >> 17.3

• 3 Story, 53,628 sq.ft.

Site Energy Use (kBtu/sq.ft.)

10 - 15%

1.5 - 5 yrs

5 - 10%

15 - 25 yrs

>> POTENTIAL TOTA

142.1

• Modeled at the same location Gas

Electricity

Gas

5 - 10%

10 - 15 yrs

25 - 35%

5 - 10 yrs

Windows:

Source Energy Use (kBtu/sq.ft.)

>> POTENTIAL 17.3 TOTA

142.1 POTENTIAL TOTA 2004 • Built after

Electricity

5 - 10 yrs

1.5 - 5 yrs

15 - 25 yrs

Fixture Upgrades: • Replace T8 lighting wit

• Replace T8 lighting wit

16.5 42.5 10660 hrs./wk. • ROPPORTUNITIES eplac16.5 e exist42.5 ing doubCOMBINED l L SAVINGS FOR ALL • Replace existCOMBINED i5 ng- d10 oub l L SAVINGS FOR • Repla cUpgraded e existing dBuilding* oubl L SAVINGS FOR106 ALL 25OPPORTUNITIES - 35% yrs 25 - ALL 35% OPPORTUNITIES 5 - 10 yrs COMBINED

16475°F

Electricity

10 - 15%

Cooling Source: • Replace existing centra

h high efficiency T8 lightin10 g -Interior 15% h high efficiency 10 T8 -lig15% hting Lighting 1.5 - 5 yrs

medium office

Fixture Upgrades: • Replace T8 lighting wit

Roofs: doinwdsowsith high 5pe atnioe-nl15 ovw -ueE pwaine dowwinsdows w 5it-h1h0i% gh performance d 10 ou-b15 le pyrs ane low-E windows -Einw - r1fo 0r% e ainscueladtoiounblveaplueanpeanloeww •mIannccreadsoeuibnlseupla10 alyrs • Increase insulation value pane windows with hig• hInpcerrefoarsm

Hours of Operation Upgraded Building*

75°F 3 W/ft2

0 - 5%

DHW Source: • Add insulation to hot water tank and pipe

Heating Source: Heating Source: Heating Source: l DX swith ystem ith air-sheat o•urReplace ce heatsystem pexisting ump sysgas temfurnace l DX swith ystem ith air-sheat our10 ce -h15% ea•tsystem pump sysexisting tem 5 -gas 10 furnace yrsl DX swith ystem ith10 air--15% sheat ource heatsystem pump s5ys- t10 emyrs • Replace existing gas furnace airwsource pump airwsource pump Replace airwsource pump

Score Interior for typical medium office

kBtu/sq.ft./yr

60 hrs./wk.

Misc. Energy Loads

HVAC Systems

100

0 -Hot 5% Water Systems < 1.5 yrs

33%

IL-1234567 2011

Payback

Deep Retrofit Opportunities are identified in the

DHW Source: Estimated • Add insulation to hot water tank and pipe Savings**

e of roof or ceiling e of roof or ceiling Building Envelope Building Envelope Model Standard Conditions Energy Use Intensity by Fuel Use Intensity by Fuel TypeUse Under Energy Use Intensity by Fuel Type Estimated Source Energy UseType Under for a Energy Estimated Source Energy of this Size and Type Roofs: (kBtu/sq.ft.) StandardBuilding Conditions Standard Conditions (kBtu/sq.ft.) Roofs:

Energy Use (kBtu/sq.ft.) Number of Occupants Number of Occupants Building* Current Building* With Site500 Energy Current Current Reference500 159 Site Energy Site Upgrades Use Intensity Building Value Use Intensity16.5 42.5

Heating Set Point

Cooling Source: LESS • Replace existing centEnergy ra

31.8

35.8

Model Standard a Estimated SourceConditions Energy Usefor Under BuildingConditions of this Size(kBtu/sq.ft.) and Type Standard

30 kBtu/sq.ft./yr

HVAC Systems

100 1

3.9

Score for typical 14.8 office medium

Score with Hot WaterUpgrades Systems

33%

Uses Uses

0.7

Deep Retrofit Opportunities are identified in the

Score with Upgrades Hot Water Systems

DHW Source: Current Estimated • Add insulation to hotScore water tank and pipe Savings**

LESS MORE Energy Energy

kBtu/sq.ft./yr

Deep Retrofit Opportunities are identified in the

73 33% 60

Estimated Current Savings** Score

Reference Value**

1.0

Poor Fair Good

Interior Lighting

Air Distribution

Reference Value* Score with Upgrades

U-0.30

Reference Current Value** Building

✔

Air Distribution

1. COLLECT BUILDING DATA

Poor 1.6

With Opportunity Upgrades Identified

Poor Fair

Appendix

COST EFFECTIVE UPGRADE OPPORTUNITIES COST EFFECTIVE UPGRADE OPPORTUNITIES COST EFFECTIVE UPGRADE OPPORTUNITIES

Cooling Heating

SYSTEM EVALUATION****

1. Collect building data 1. Collect 1. Collect building building data data

kBtu/sq.ft./yr

Hot Water ✔

R-18 R-18 R-13 R-13

Windows

ABOUT THE BUILDING SYSTEMS ABOUT THE BUILDING SYSTEMS

Hot Water

Reference CurrentRanking Building Value*

(See Opportunities Page)

R-18 Poor R-13 Fair

Windows ✔

ABOUT THE BUILDING ENVELOPE

RESOURCES: DOE + CBEI

RESOURCES: PORTFOLIO MANAGER

The Commercial Building Energy Asset Score is a national rating The Commercial system developed Building by the Energy U.S. Asset Department ScoreofisEnergy. a national Therating system The developed Commercial by the Building U.S. Department Energy Asset of Energy. Score The is a national rating system developed by the U.S. Department of Energy. The * The percent savings range given for each energy efficiency * The percent measure savings (EEM) range is given for each energy efficiency measure * The percent (EEM) savings is range given for each energy efficiency measure (EEM) is Score reflects the energy efficiency of a commercial building based Score onreflects the building’s the energy structure, efficiency heating, of a cooling, commercial ventilation, buildingand based hot on the Score building’s reflects structure, the energy heating, efficiency cooling,ofventilation, a commercial and building hot based on the building’s structure, heating, cooling, ventilation, and hot water systems. The structure and systems are the details on the water current systems. structure The structure and systems andforsystems the building. are the Opportunities details on the current structure water systems. and systems The structure for the building. and systems Opportunities are the details on the current structure and systems for the building. Opportunities calculated assuming all other recommended EEMs have calculated been implemented. assuming all other recommended EEMs have been implemented. calculated assuming all other recommended EEMs have been implemented. energy efficiency of the building efficiency the building show how to improve the energy efficiency of the building to achieve showahow to improve thesave show how to improve the energy higher score and money. Building Assets provides to achieve a lista higher score and save money. Building Assetsofprovides a listto achieve a higher score and save money. Building Assets provides a list conditions that you entered and reflect site energy savings. conditions that youthe entered and reflect site energy savings. conditions that you entered and reflect site energy savings. The number indicates the expected incremental savings The associated number indicates with the expected incremental savings The number indicates the expected incremental savings associated with the associated with the of building characteristics that are entered into the energy model. of building characteristics that are entered into the energy model. of building characteristics that are entered into the energy model. specific EEM. The estimated savings are based on the actualEEM. building specific The operating estimated savings are based on the actual specific buildingEEM. operating The estimated savings are based on the actual building operating http://www1.eere.energy.gov/buildings/commercial_initiatives/assetrating http://www1.eere.energy.gov/buildings/commercial_initiatives/assetrating http://www1.eere.energy.gov/buildings/commercial_initiatives/assetrating

IESNA Standard 90.1-2004 IESNA Standard 90.1-2004 ****System evaluation uses source energy use intensity ****System evaluation uses30% source intensity ****System evaluation uses condition source energy use intensity * **Poor: more than 30% less efficientStandard than the90.1-2004 reference value * **Poor: more*Based than 30% less efficient than the reference value *use **Poor: morestandard than lessenergy efficient than the reference *Based on ANSI/ASHRAE/IESNA on ANSI/ASHRAE/IESNA Standard 90.1-2004 * *Thevalue savinguse is based on standard operating as defined * in *The saving is based onuse standard operating condition asand defined in *Modeled energy assumes operating anduse normal *Modeled energy assumes standard operating and normal *Modeled energy assumes standard operating normal Fair: within ± 30% of reference value Fair: within ± 30% of reference value Fair: within in ± 30% of Standard reference Conditions. value Model Standard and reflects source energy saving. Modelweather Standard Conditions reflects sourceStandard energy saving. weather conditions as defined Model weather conditions as Conditions defined in Model Standard Conditions. conditions asand defined in Model Conditions. **DOE reference building modeled under ANSI/ASHRAE/ **DOE reference building modeled under ANSI/ASHRAE/ Good: more than 30% more efficient than the reference value Good: more than 30% more efficient than the reference value Good: more than 30% more efficient than the reference value opportunities are identified on Opportunities page.The upgrade opportunities are identified on Opportunities page. The upgrade

* *The saving is based on standard operating condition as defined in Model Standard Conditions and reflects source energy saving. The upgrade opportunities are identified on Opportunities page.

3. Receive 3.3. Receive 3. an Receive Energy an Energy an Asset Energy Asset Score Asset Score Report Score Report Report RECEIVE AN 2. ENTER DATA ENERGY ASSET INTO THE ASSET The Asset The Asset Scoring The Asset Scoring Tool Scoring is Tool notisintended Tool not is intended not tointended replace to replace to replace engineering engineering engineering analysis analysis needed analysis needed for needed building for building for retrofits. building retrofits. retrofits. SCORE REPORT SCORING TOOL

2. Enter 2. Enter data 2. Enter data into the into dataAsset the intoAsset the Asset Scoring Scoring Tool Scoring Tool Tool

The The Asset Asset The Score Asset Score Report Score Report includes: Report includes: includes: Energy Asset Score, 2014, http://energy.gov/eere/buildings/commercial-building-energy-asset-score • the• building's the•building's the building's current current score current score as well score as well asasitsas well expected itsas expected its expected score score after score after efficiency after efficiency efficiency upgrades upgrades upgrades • recommendations • recommendations • recommendations for efficiency for efficiency for efficiency upgrades upgrades upgrades • an• assessment an •assessment an assessment of individual of individual of individual building building energy building energy systems; energy systems; systems; and and and • a list • aoflist •data aoflist data used of data used to score used to score the to score building. the building. the building.

SCORE SCORE SCORE

INTEGRATED DESIGN ADVANCED ENERGY RETROFIT ROADMAP

ThisThis page This page provides page provides provides the building’s the building’s the building’s Asset Asset Score, Asset Score, operational Score, operational operational assumptions, assumptions, assumptions, totaltotal estimated total estimated estimated source source energy source energy use, energy use, and use, and estimated estimated and estimated energy energy energy 58 REFERENCE MANUAL use use by fuel by usefuel type. by type. fuel type.

The Asset The Asset The Scoring Asset Scoring Tool Scoring Tool applies applies Tool weather applies weather adjustment weather adjustment adjustment factors factors to convert factors to convert the to convert building's the building's theestimated building's estimated energy estimated energy useenergy intensity use intensity use into intensity ainto score a into score ranging a score ranging from ranging from 1 to 100, 1from to 100, with 1 to100 with 100,100 with 100 associated associated associated with the withmost the with most energy the energy most efficient energy efficient buildings. efficient buildings. buildings. Two Two building building Twoscores building scores are scores provided—the are provided—the are provided—the current current score current score for score the for building the forbuilding theand building and an estimated an and estimated an estimated score score thatscore that th

RESOURCES: BUILDINGS PERFORMANCE DATABASE

“The Buildings Performance Database (BPD) is a decision support tool that enables analysis of energy efficiency upgrades. It contains information about the physical and operational characteristics and energy consumption of real buildings. The Buildings Performance Database (BPD) offers several analysis tools for exploring building data and forecasting financial and energy savings, including:

• Peer Group Tool

• Performance Comparison Tool

• Financial Forecasting Tool”1

Building Performance Database, 2014, www.energy. ca.gov/ab758/documents/2012-10-08-09_workshop/ presentations/Day-2/DOE_Buildings_Per formance_ Database_Overview_2012-10-09.pdf & energy.gov/eere/ buildings/buildings-performance-database-analysis-tools 1

EEMs

RESOURCES: ENERGY PLUS & OPEN STUDIO

EEMs

Benefits of Using the Database “The BPD helps owners and managers: • Assess and prioritize efficiency opportunities with lower upfront effort. • Identify whether a building is a relatively high or low performer relative to similar buildings. • Identify whether a specific type of building improvement is likely to have a significant energy savings impact. This reduces the need to conduct in-depth audits on individual buildings.”2 Buildings Performance Database, 2014, http://energy. gov/eere/buildings/buildings-performance-database 2

Access the Database Online Find the Building Performance Database online here:

https://bpd.lbl.gov/

OpenStudio EnergyPlus “EnergyPlus is a whole building energy simulation program that can be used to model energy and water use in buildings by the following professionals: •Engineers

• Architects

• Modeling and Measurement (M+M)

• Whole building energy modeling using EnergyPlus. • Advanced daylight analysis using Radiance. OpenStudio is an open source project to facilitate community development, extension, and private sector adoption.”5 NREL, Open Studio, 2014, http://openstudio.nrel.gov/

Modeling the performance of a building with EnergyPlus enables building professionals to optimize the building design to use less energy and water. “3 EnergyPlus, 2014, http://apps1.eere.energy.gov/ buildings/energyplus/ 3

USING THE BUILDING PERFORMANCE DATABASE

“OpenStudio is a cross-platform (Windows, Mac, and Linux) collection of software tools to support:

Benefits of Using EnergyPlus “Using the building’s description, EnergyPlus calculates: • Heating and cooling loads necessary to maintain thermal control setpoints. • Conditions throughout a secondary HVAC system and coil loads. • Energy consumption of primary plant equipment.

Access the Tools Online Additional resources about EnergyPlus and a free download of the tool’s platform and plug-ins can be found online here:

http://apps1.eere.energy.gov/buildings/ energyplus/ Additional resources about OpenStudio and a free download of the tool’s platform can be found online here:

http://openstudio.nrel.gov/

Simultaneous integration of these and many other details verify that the EnergyPlus simulation performs as would the real building.”4 Building Performance Database (BPD) Explore Tool

BPD Compare Tool

INTEGRATED DESIGN ADVANCED ENERGY RETROFIT ROADMAP

EnergyPlus, About, 2014, http://apps1.eere.energy.gov/ buildings/energyplus/energyplus_about.cfm 4

REFERENCE MANUAL

RESOURCES: DOE + CBEI

What is the Building Performance Database?

RESOURCES: AMERICA SAVES!

EEMs

Who can Participate in the Program?

RESOURCES: 2030 DISTRICTS What are 2030 Districts?

EEMs

SMALL COMMERCIAL TOOLKIT

America Saves! is designed to work for organized, small-scale commercial districts such as: main street organizations, business improvement districts, community development corporations/organizations, eco-districts, etc.

AmericaSaves@SavingPlaces.org

What is America Saves!? America Saves! is a U.S. Department of Energy (DOE) funded research and development, demonstrating a community-minded approach to small business and non-profit participation in energy retrofit programs and district-based sustainability initiatives. The goal of America Saves! is to identify solutions for eliminating barriers to participation in and accelerating uptake of energy efficiency programs and retrofits for the small commercial market (< 50,000 sqft).

How does the Program Work? There are 4-steps to participating in America Saves! 1. Data collection: physical whole building attributes, energy use data + signed authorization form 2. Audits: partner with local utility or energy efficiency provider to conduct in-person, basic audits to complement America Saves! remote analysis 3. Feedback/Analysis: deliver high-level reports to businesses summarizing building data, energy data, remote analysis, and in-person audit 4. Retrofits: facilitate, implemented retrofits

measure,

and

Access the Resources Online Additional information and resources about Preservation Green Lab’s America Saves! initiative can be online here:

http://www.preservationnation.org/informationcenter/sustainable-communities/green-lab/americasaves/

2030 Districts are designated urban areas committed to meeting the energy, water, and transportation emissions reduction targets of the 2030 Challenge for Planning. Led by the private sector, 2030 Districts represent over 150 million square feet of commercial buildings in downtown business districts working to reduce greenhouse gas emissions at a district scale, while realizing the benefits of multiple building owners, operators, and occupants working together to share resources, leverage financing, and implement collective strategies. The 2030 Districts: • Focus on high performance buildings and retrofits;

Preservation Green Lab report, Realizing the Energy Efficiency Potential of Small Buildings:

• Engage with individual building owners and managers, building sector professionals, and community representatives, and are private sector led;

http://www.preservationnation.org/informationcenter/sustainable-communities/green-lab/smallbuildings/#.VMfCJotDZgI

• Track metrics and performance in the following areas: building energy and water use, and transportation emissions; and

Preservation Green Lab-Authored America Saves! Additional Info:

• Report on aggregated building and district wide performance against set metrics and performance goals with incremental milestones.

http://www.preservationnation.org/main-street/ main-street-news/story-of-the-week/2013/americasaves-preservation.html

monitor

INTEGRATED DESIGN ADVANCED ENERGY RETROFIT ROADMAP

Lawrence Berkeley National Lab is leading the project with key partners including, Architecture 2030, three 2030 Districts (Seattle, Cleveland, and Pittsburgh), Prospect Silicon Valley, and Arizona State University.

The Small Commercial Toolkit, funded through a multi-year grant with the U.S. Department of Energy, is an effort to develop, evaluate, and deploy technical tools and resources for the small commercial sector (< 50,000 ft2). The Small Commercial Toolkit will provide a suite of organizational, analysis, implementation, and verification methodologies, tools, and resources for use by the different stakeholders in this sector.

TECHNICAL TOOLS & RESOURCES: • Guide Me [Recommendations to Tools] • Energy Management Package [Process Guide] • Case Studies [Library and ability to create new] • Tracking Tool [Bringing Results together] • Commercial Building Energy Saver [Whole Building] • Lighting Retrofit Tool [Replacement + Controls] • Plug Load Tool [Evaluation + Replacement] • HVAC Equipment Tools [Replacement] DEVELOPMENT: The Small Commercial Toolkit is a combination of existing and new tools being brought together in an on-line portal. The initial set of tools is available at 2030Districts.org.

OBJECTIVES: • Provide a Small Commercial Toolkit to enable and make easier identification, execution, and tracking of efficiency measures and consumption • 20% reduction target per demonstration site + 10% per 2030 District

REFERENCE MANUAL

RESOURCES: DOE + CBEI

*Please contact Preservation Green Lab (of the National Trust for Historic Preservation) to signup and learn more about America Saves!:

RESOURCES: SOUTHFACE - EARTHCRAFT

What is NREL’s Energy Efficient Measures (EEMs) Tool?

What is EarthCraft?

similar climate zone, the Energy Efficient Measure (EEM) Selection & Cost Evaluation Tool may be of interest to your project. Based on a few simple inputs that any small building owner will know, the tool lists:

Some of the largest barriers that inhibit small commercial building owners from investing in energy efficiency solutions include: •Limited capital, •Lack of time to research and implement energy efficient measures (EEMs), and

•Higher transaction costs relative to energy cost savings.

To help overcome these barriers, the National Renewable Energy Laboratory (NREL) developed the EEM Selection & Cost Evaluation Tool (a simple spreadsheet tool) as part of a pilot study focused on small commercial office buildings in Holland, Michigan. If your project is located in Michigan or within a

•Estimated energy savings for all relevant EEM packages •Estimated energy cost savings for those EEM packages •Financial analysis showing that the EEM package will have a net-positive cash flow (the annual energy cost savings will be greater than the annual payment for the investment) in the first year after the EEM is implemented.

Access the Tool Online The EEM Selection & Cost Evaluation Tool and full technical report can be downloaded for free at:

healthy and affordable. EarthCraft specializes in providing straight-forward, science-based guidance on energy and water efficiency, and green building best practices. Built on integrated design principles, the EarthCraft process includes a design review, construction kickoff meeting, regular on-site inspections and diagnostic testing by a third-party Technical Advisor, documentation review and other ongoing communications to ensure the project meets program criteria and project team goals.

http://www.nrel.gov/docs/fy14osti/60976.pdf http://www.nrel.gov/buildings/docs/2014_ eemselection_costevaltool_smoffice.xlsm

USING THE EEM SELECTION & COST EVALUATION TOOL

EarthCraft Approach EarthCraft uses a whole-building systems approach to address the following sustainability categories: •Site planning and development •Construction efficiency

waste

management

EEMs

CASE STUDY

Is your project located in the Southeast? EarthCraft is a regional green building program designed to support builders and contractors in the Southeast in designing, constructing and retrofitting environmentally friendly spaces that are comfortable, durable,

•EEM packages predicted to be the most cost-effective for that particular building

and

AVI – Marvin Design Gallery •Program: EarthCraft Light Commercial •Year Certified: December 2009 •Project Type: Retail Showroom •Project Location: Atlanta, Georgia (Buckhead) •Square Footage: 3,900 Accomplishments: •Improved building envelope insulation and tightness •Efficient lighting •Utility savings •Low-VOC finishes •Solar tubes to bring in natural light •Over 75% of construction waste diverted

“The steps we took to make the building greener did not impede our timelines. And added costs will be recovered in energy savings. In fact, monthly energy bills are at least 52% below the norm for this building since the renovation was completed.” -AVI Operations Manager

resource

•Durability and moisture management •Indoor air quality •High performance building envelope •Energy efficient systems (Heating and cooling systems and controls, Ventilation, Lighting, Appliances) •Water efficiency

Access the Tools Online All program resources are free to the public, including detailed technical guidelines and project tracking tools. Relevant EarthCraft programs include Light Commercial, and Sustainable Preservation. These can be found online here:

http://www.earthcraft.org

•Education and Operations

INTEGRATED DESIGN ADVANCED ENERGY RETROFIT ROADMAP

REFERENCE MANUAL

RESOURCES: DOE + CBEI

EEMs RESOURCES: ENERGY EFFICIENT MEASURES (EEM) TOOL

CBEI RESOURCES: ENGAGING TENANTS Saving Energy in Leased Spaces (SELS)

• Training Module

“To assist Owners in the engagement and discussion of reducing energy consumption with their tenants, Saving Energy in Leased Spaces (SELS) is a tool developed for commercial building owners, managers, and tenants. This online toolkit provides resources, training and tools organized into three core areas that track the tenant leasing process:

• Tools and Checklists

• Saving Energy in Existing Leases

• Resource Library”

• Saving Energy in New Leases

• Saving Energy During Tenant Improvement”3

SELS TOOLKIT COMPONENTS “The following are the components in the SELS toolkit for use by owners, managers, and tenants in energy retrofit projects within leased spaces:

For additional information, the toolkit can be found online 1

SELS here:

http://www.savingenergyinleasedspace.com

Lighting Retrofits & Triple Bottom Line “Lighting retrofits, in addition to saving energy, have profound indoor environmental quality benefits for tenants in commercial buildings. The CBEI/EEB Hub has been able to identify best practices for lighting retrofits by using a triple bottom line calculation, which includes a cost-benefit assessment of an upgrade based on the following three points:

• Profit:

The first bottom line calculation captures the hard economic cost-benefits of energy and maintenance savings resulting from each of the retrofits.

• Planet: The second bottom line captures the environmental cost-benefits that are directly linked to electric energy savings.

• People:

The third bottom line relates to the human health and productivity cost-benefits that are directly linked to improved lighting quality.

• SELS - Plug & Process Loads Analysis “SELS outlines detailed steps for tenants to reduce their plug loads and process loads. Recommendations include switching off inactive equipment, eliminating extraneous equipment, and behavioral strategies such as turning off the lights, which can add up to substantial savings.”4

By including the environmental and human impacts when calculating the return on investment for each lighting retrofit, this demonstrates how cost-effective lighting upgrades can be: increasing business profitability; lowering energy use and pollutant emissions; and improving employee health and productivity.”7

CBEI/EEB Hub/CBEI, Carnegie Mellon University, 2013: http://research.cbei.psu.edu//research-digest-reports/bestpractices-for-lighting-retrofits

• SELS - Lighting Solutions METERING & MONITORING “In Saving Energy During the Tenant Improvement process, SELS outlines metering and monitoring as a key strategy to reducing energy consumption in leased spaces. Potential solutions include tenant sub-metering to ensure tenant attention to energy use. If tenant electrical loads can be isolated, installing a non-revenue sub-meter and energy display device as part of the tenant improvement package of measures can help tenants monitor and maintain persistence of energy savings.”2 CBEI/EEB Hub, NJIT, 2013: Saving Energy in Leased Spaces, http://www.savingenergyinleasedspace. com 2

“SELS outlines detailed steps for tenants to reduce their lighting consumption, which is typically a system that consumes a substantial amount of energy within leased spaces. Steps range from behavioral changes (turning off lights when space is not used), to integrated design solutions to enhance lighting and space planning, depending on the lease type.”5

RESOURCES: DOE + CBEI

LIGHTING BEST PRACTICES

• SELS - HVAC Solutions “In addition, SELS outlines solutions for tenants to reduce their HVAC consumption, which is also a system within leased spaces that consumes a substantial amount of energy. Potential solutions include proper maintenance, reducing the energy load, installing programmable thermostats, or enhancing building automation system controls for the HVAC system.”6 CBEI/EEB Hub, NJIT, 2013: Saving Energy in Leased Spaces, http://www.savingenergyinleasedspace.com 3,4,5,6

INTEGRATED DESIGN ADVANCED ENERGY RETROFIT ROADMAP

REFERENCE MANUAL

RETROFIT CASE STUDY: BUILDING 101, NAVY YARD

“Building Yard in

Fixture Upgrade Fixture Upgrade

Increase Daylighting Increase Daylighting

Heating Upgrade Heating Upgrade

BUILDING 101, AERIAL VIEW

Air Conditioning Upgrade Air Conditioning Upgrade

Ventilation Upgrade Ventilation Upgrade

Energy Solutions

101 is located at the Navy Philadelphia, PA. The building is:

• Approximately 75,000 ft2

• Four stories, which includes a basement

• Initially built in 1911

Wall Insulation Upgrade

“Using the energy savings analysis, the owner selected EEMs that were critical upgrades and provided a reasonable payback period. A total of three major EEMs were selected for implementation:”3

“The building automation system (BAS) retrofit allowed Building 101 to realize significant immediate savings by allowing scheduled control of space conditioning (heating and cooling) as well as lighting. This meant that the building would no longer be conditioned and lit (aside from emergency lighting) on weekends and after hours.

• Building Automation System Retrofit

The building last underwent a major renovation in 1999 to accommodate a single tenant. More recently, the building was divided into multiple, smaller tenant spaces, while the building systems Controls Window Filtration 1 were not Upgrade upgradedWallUpgrade toInsulation address AirReduction the new layout.”Controls Window Upgrade

ENERGY SAVINGS EVALUATION

Air Filtration Reduction

Building Sensor Building Sensor

Project Background

“The decision to upgrade the building automation system (BAS) was driven by a need to reduce 74 the building’s operating costs. By 74 enhancing the system controls using the BAS, significant energy savings BAS Retro-commissioning have been made within the building.“4 BAS Retro-commissioning

Additionally, while upgrading the BAS, significant mechanical issues were discovered in the HVAC system, including installed but inoperable equipment in the ventilation system, redundant exhaust fans, and a host of broken valves. Coupled with the improved efficiency of the HVAC system, these energy savings constituted an estimated 40% reduction in annual energy use. The following is a sampling of estimated annual energy savings within the building:”7

• Lighting Retrofit

“The owner of the building, the Philadelphia Industrial Development Corporation (PIDC), decided to undertake an advanced energy retrofit (AER) of the building in 2011. PIDC was motivated to undertake an AER project due to a variety of factors, including: • Increasing energy costs

“In 2012, an educational program focused on sustainability offered to replace one of the tenant’s fluorescent lighting fixtures with LED fixtures in exchange for PIDC allowing the program to utilize the building. PIDC’s decision, therefore, was whether the expected interference was acceptable to the tenants. Ultimately, Fixture Heating Air Conditioning PIDC Increase decided that the inconvenience was Upgrade Daylighting Upgrade Upgrade worthwhile given the expected energy and cost savings, especially since they didn’t have to pay for the materials and labor.”5

• Tenant comfort issues • Equipment replacement due to unit failure

• Ventilation System Savings:

112,756 KWh

•Window Exhaust Fan Savings: Wall Insulation

Ventilation Upgrade

Upgrade

• Cooling System Savings:

In 2011, a Measurement + Verification (M+V) system was installed and data was collected to establish an energy baseline. Using this data, an energy model of the building was created, calibrated, and verified. In addition, PIDC engaged Modeling + Measuring (M+M) professionals to perform energy audits. This included the completion of several value added activities such as a utility consumption analysis and an envelope analysis. As a result of this work, an FixtureperformedIncrease energy savings analysis was for several Upgrade Daylighting energy efficient measures (EEMs), which included the energy savings and the cost-benefit of each measure.“2

INTEGRATED DESIGN ADVANCED ENERGY RETROFIT ROADMAP

Cont

Air Filtration Reduction

9,880 KWh

• Opportunity for reduced cost lighting retrofit

BUILDING 101, EAST FACADE

Upgrade

RESOURCES: DOE + CBEI

Building Description

BUILDING 101, WEST FACADE

108,660 KWh

• Conditioning Unit Retrofit

Heating Upgrade

“A mechanical malfunction occurred over the summer, and as a result made it necessary to replace the condensing unit. The sudden failure during summer working conditions constituted an emergency situation and necessitated immediate equipment replacement. The unit was at the end of its useful life when it failed after an energy savings Windowand cost-benefit Wall Insulation Air Conditioning andVentilation Upgrade Upgrade Upgrade Upgradea more efficient analysis, unit of the same type was chosen to replace the failed unit.”6

• Heating System Savings: 3,600 KWh 74

CBEI, 2014: Retrofit Case Study: Building 101 at the Navy Yard in Philadelphia

1,2,3,4,5,6,7

Air Filtration Reduction

Controls

Building Sensor

BAS

REFERENCE MANUAL

Retro-commissioning

PART 1: INTEGRATED DESIGN ADVANCED ENERGY RETROFITS

1.6

CONFIRMING YOUR RETROFIT SCALE RETROFIT SCALES • TAKING THE RETROFIT SCALE QUIZ •

INTEGRATED DESIGN ADVANCED ENERGY RETROFIT ROADMAP

REFERENCE MANUAL

RETROFIT SCALES

LITE RETROFITS

Four Scales of Retrofit

Lite Retrofit Scope + Description An Integrated Design (ID) AER Lite Scale Retrofit includes:

Contrary to the construction of new buildings, the retrofit of existing buildings typically occurs at various scopes of engagement, as no two retrofits are entirely alike. Therefore, the identification of four retrofit scales is necessary in order to acknowledge projects with varying levels of:

• Limited-scale project involving the retrofit of one or more building system component(s) and the existing building commissioning (EBCx) of one existing building system. COMPREHENSIVE RETROFITS

• Participation of sub-contractors and product suppliers; typically in charge of project delivery and management. Architecture, Engineering, and Construction (AEC) professionals are not required.

SUBSTANTIAL RETROFITS

• Scope

• Professional Expertise

• Available Funding

PARTIAL RETROFITS LITE RETROFITS

• Limited existing building site assessment and possible Level I energy audit to identify issues.

• Lite Retrofits

• Partial Retrofits

• Substantial Retrofits

• Comprehensive Retrofits

• Typically does not include predictive energy modeling.

Retrofit Scale Quiz

The Integrated Design (ID) AER Roadmap identifies the four scales of retrofit as:

LITE RETROFITS

• Typically does not include post monitoring (M+V) of the energy use once the project is completed.

The Retrofit Scale Quiz can be used to identify your project’s scale of retrofit. The quiz includes three questions related to your retrofit project. Once each question is answered, the total score identifies the most appropriate scale of retrofit out of the four (see page 79).

• Limited checklist activities would ensure adherence to Integrated Design (ID) practices. LITE RETROFIT EXAMPLE EBCx LIGHTING

Although a retrofit scale is identified through this quiz, it is not necessarily the final project scope as this can change once the project is initiated.

LITE RETROFIT EXAMPLE

M+V

INTEGRATED DESIGN SCALES OF RETROFIT LITE

PARTIAL

MANAGEMENT LEVEL Management of Project Review of Available Cost Incentives Financing Reviews ID Request for Proposals Post-occupancy Evaluation

CONSTRUCTION

Subcontractor Product Suppliers

MANAGEMENT LEVEL Management of Project Review of Available Cost Incentives Financing Reviews ID Request for Proposals Post-occupancy Evaluation

EBCx

MANAGEMENT ENVELOPE LEVEL Management of Project Review of Available Cost Incentives Financing Reviews ID Request for Proposals Post-occupancy Evaluation

ARCHITECTURE

ARCHITECTURE EBCx

ENGINEERING

CONSTRUCTION

CONSTRUCTION General Contractor/ -or- Construction Manager

LEVEL 3/4 MODELING + MEASURING Energy Audits Energy Modeling Measurement + Verification of Systems Sensors + Building Automation Systems

General Contractor

MODELING + MEASURING LEVEL 1 Energy Audits Energy Modeling Measurement + Verification of Systems Sensors + Building Automation Systems

COMPREHENSIVE

SUBSTANTIAL

LEVEL 2 MODELING + MEASURING Energy Audits Energy Modeling Measurement + Verification of Systems Sensors + Building Automation Systems

ENVELOPE

MECH.

PARTIAL INTEGRATED DESIGN SCALES OF RETROFIT ENVELOPE

LIGHTING

LITE

= RETROFIT EXAMPLE

MANAGEMENT LEVEL 1 Management of Project Review of Available PLUG Incentives M+V Financing Reviews LIGHTING Post-occupancy Evaluation

LOADS

PLUG CONSTRUCTION LIGHTING

Subcontractor Product Suppliers

LOADS

M+V

Management of the Integrated Design Process Coordination of the Project Team Review of Tax Incentives, Rebates, & Grants SUBSTANTIAL Review of Applicable Laws, Codes, Permits RETROFIT Tenant Lease Negotiation - Green Leases

EXAMPLE

COMPREHENSIVE

RETROFIT in the Integrated Design Process = Participate EXAMPLE

MODELING + MEASURING LEVEL 1 Energy Audits Energy Modeling Measurement + Verification of Systems Sensors + Building Automation Systems

ASHRAE Level I Audit Utiltiy Consumption Analysis Pre- & Post-Retrofit Single System OR General Energy Analysis Existing Building Commissioning of System(s) Installation of Building Sensors

1. Develop ID Mission Statement w/ High Performance Goals 2. Develop, Issue, and Review Integrated Design RFPs ID RFPs to include Performance-based Standards for Suppliers/Systems 3. Participate in Process Oriented Collaborative Meetings Coordination Meeting w/All Subcontractors or Supplies 4. Completion of Checklist for Energy Free Design Solutions 5. Completion of Checklist for Whole Building Design Solutions 6. Completion of Checklist for Predictive Modeling 7. Completion of Checklist for Pre- & Post- Retrofit Measurement + Verification

1. 2. 3. 4. 5. 6. 7.

Participate in the Development of ID Mission Statement Respond to and Administer Integrated Design RFPs Participate in Process Oriented Collaborative Meetings Completion of Checklist for Energy Free Design Solutions Completion of Checklist for Whole Building Design Solutions Completion of Checklist for Predictive Modeling Completion of Checklist for Pre- & Post- Retrofit Measurement + Verification

INTEGRATED DESIGN SCALES OF RETROFIT PARTIAL MANAGEMENT LEVEL Management of Project Review of Available Incentives Financing Reviews Post-occupancy Evaluation

INTEGRATED DESIGN ADVANCED ENERGY RETROFIT ROADMAP

Management of the Integrated Design Process Coordination of the Project Team Review of Tax Incentives, Rebates, & Grants Review of Applicable Laws, Codes, Permits Tenant Lease Negotiation - Green Leases Energy Certification - Accreditation

ARCHITECTURE

Participate in the Integrated Design Process

ENGINEERING

Participate in the Integrated Design Process

CONSTRUCTION

1. Develop ID Mission Statement w/ High Performance Goals 2. Develop, Issue, and Review Integrated Design RFPs ID RFPs to include Performance-based Standards 3. Participate in Process Oriented Collaborative Meetings Total of Four All-Team Collaborative Meetings 4. Completion of Checklist for Energy Free Design Solutions 5. Completion of Checklist for Whole Building Design Solutions 6. Completion of Checklist for Predictive Modeling 7. Completion of Checklist for Pre- & Post- Retrofit Measurement + Verification

REFERENCE MANUAL

CONFIRMING RETROFIT SCALE

MECH.

ENVELOPE

SUBSTANTIAL RETROFITS Subcontractor Product Suppliers

MODELING + MEASURING LEVEL 1 Energy Audits Energy Modeling Measurement + Verification of Systems Sensors + Building Automation Systems

Partial Retrofit Scope + Description PARTIAL RETROFITS

INTEGRATED DESIGN SCALES OF RETROFIT

• Participation of sub-contractors and product suppliers, and may involve one or no Architecture, Engineering, and Construction professional(s). Completed with or without the participation of the General Contractor. LITE • MANAGEMENT Existing building site assessment and possible Level II energy audit to1.identify issues. Develop ID Mission Statement w/ High Performance Goals LEVEL 1 Management of the Integrated Design Process Coordination of the Project Team Review of Tax Incentives, Rebates, & Grants Review of Applicable Laws, Codes, Permits Tenant Lease Negotiation - Green Leases

2. Develop, Issue, and Review Integrated Design RFPs ID RFPs to include Performance-based Standards for Suppliers/Systems 3. Participate in Process Oriented Collaborative Meetings Coordination Meeting w/All Subcontractors or Supplies 4. Completion of Checklist for Energy Free Design Solutions 5. Completion of Checklist for Whole Building Design Solutions 6. Completion of Checklist for Predictive Modeling 7. Completion of Checklist for Pre- & Post- Retrofit Measurement + Verification

• Some predictive energy modeling would take place within a limited scope. LITE RETROFIT EXAMPLE

• Limited amount of measurement and verification (M+V) and post-occupancy evaluation is recommended for postEBCx retrofit monitoring. LITE

RETROFIT

Participate in the Development of ID Mission Statement EXAMPLE • CONSTRUCTION Checklist activities would ensure adherence to Integrated Design (ID)1.practices. Subcontractor Participate in the Integrated Design Process

Product Suppliers

MODELING + MEASURING LEVEL 1 Energy Audits Energy Modeling LIGHTING MECH. Measurement + Verification of Systems Sensors + Building Automation Systems

ASHRAE Level I Audit M+V Utiltiy Consumption Analysis Pre- & Post-Retrofit PARTIAL Single System OR General Energy Analysis ENVELOPE RETROFIT Existing Building Commissioning of System(s) Installation of Building Sensors EXAMPLE

M+V PLUGOF RETROFIT INTEGRATED DESIGN SCALES MECH.

PARTIAL

LIGHTING

MANAGEMENT LEVEL Management of Project Review of Available Incentives Financing Reviews Post-occupancy Evaluation MECH.

LIGHTING

LOADS

ARCHITECTURE

Respond to and Administer Integrated Design RFPs Participate in Process Oriented Collaborative Meetings Completion of Checklist for Energy Free Design Solutions Completion of Checklist for Whole Building Design Solutions Completion of Checklist for Predictive Modeling Completion of Checklist for Pre- & Post- Retrofit Measurement + Verification

EXAMPLE

CONSTRUCTION

Participate in the Integrated Design Process Integrate Lean Construction Practices

MODELING + MEASURING LEVEL 2 Energy Audits Energy Modeling Measurement + Verification of Systems Sensors + Building Automation Systems

Energy Free Design Solutions Whole Building Design Solutions Predictive Modeling Pre- & Post- Retrofit Measurement + Verification

ASHRAE Level I - II Audit Utiltiy Consumption Analysis Pre- & Post-Retrofit Benchmarking Single System OR General Energy Analysis Whole Building Energy Modeling Climate Analysis/Life Cycle Assessment Existing Building Commissioning of System(s) Envelope Air Tightness Testing M+V Pre- & Post-Retrofit/Annual Usage Reporting Installation of Building Sensors (Lighting, CO2, Occupancy)

SUBSTANTIAL RETROFITS

a significant portion of the building’s envelope (windows, insulation, roof). PARTIAL

• Direct professional involvement of all members of the Architecture,1.Engineering, and Construction (AEC) Develop ID Mission Statement w/ High Performance Goals Management of the Integrated Design Process 2 2. Develop, Issue, and Review Integrated Design RFPs community including a General Contractor or Team Construction Manager. Coordination of the Project

MANAGEMENT LEVEL Management of Project Review of Available Incentives Financing Reviews Post-occupancy Evaluation

Review of Tax Incentives, Rebates, & Grants Review of Applicable Laws, Codes, Permits Tenant Lease Negotiation - Green Leases Energy Certification - Accreditation

ID RFPs to include Performance-based Standards

3. EXAMPLE Participate in Process Oriented Collaborative Meetings LITE RETROFIT

Total Four All-Team Collaborative Meetings • Detailed existing building site assessment and Level II/III energy audit to ofidentify issues. EBCx 4. Completion of Checklist for Energy Free Design Solutions Participate in the Integrated Design Process

ENGINEERING

Participate in the Integrated Design Process

•

5. Completion of Checklist for LITE Whole Building Design Solutions

of Checklist RETROFIT +6. Completion = for Predictive Modeling of Checklist for Pre- & Post- Retrofit Measurement + Verification Significant predictive energy modeling would be required as part7.ofCompletion the project.

LIGHTING

ARCHITECTURE

EXAMPLE

• Retrofitted building would be fitted with measurement and verification (M+V) for pre-retrofit 1. Participate in theinstrumentation Development of ID Mission Statement General Contractor Participate in the Integrated Design Process 2. Respond to and Administer Integrated Design RFPs benchmarking and post-project monitoring. Introduction of a building automation system (BAS) Meetings is strongly M+V Integrate Lean Construction Practices 3. Participate in Process Oriented Collaborative PARTIAL 4. Completion of Checklist for Energy Free Design Solutions (Arch.) encouraged as are post-occupancy evaluations. LIGHTING MECH. ENVELOPE RETROFIT

CONSTRUCTION

MODELING + MEASURING LEVEL 2 Energy Audits Energy Modeling Measurement + Verification of Systems Sensors + Building Automation Systems

ASHRAE Level I - II Audit Utiltiy Consumption Analysis Pre- & Post-Retrofit Benchmarking Single System OR General Energy Analysis Whole Building Energy Modeling Climate Analysis/Life Cycle Assessment Existing Building Commissioning of System(s) PLUG Envelope Air Tightness Testing M+V Pre- & Post-Retrofit/Annual LIGHTINGUsage Reporting MECH. Installation of Building Sensors (Lighting, CO2, Occupancy) LOADS

5. Completion of Checklist for Whole Building Design Solutions (Eng.) 6. Completion of Checklist for Predictive Modeling EXAMPLE 7. Completion of Checklist for Pre- & Post- Retrofit Measurement + Verification

• Detailed checklist activities would employ the full scale of Integrated Design (ID) processes (not necessarily contractual). EBCx

ENVELOPE

EBCx

1. 2. 3. 4. 5. 6. 7.

Participate in the Development of ID Mission Statement Respond to and Administer Integrated Design RFPs Participate in Process Oriented Collaborative Meetings Completion of Checklist for Energy Free Design Solutions (Arch.) Completion of Checklist for Whole Building Design Solutions (Eng.) Completion of Checklist for Predictive Modeling Completion of Checklist for Pre- & Post- Retrofit Measurement + Verification

INTEGRATED DESIGN SCALES OF RETROFIT

M+V

SUBSTANTIAL

= RETROFIT EXAMPLE

ENVELOPE

MANAGEMENT LEVEL Management of Project Review of Available Cost Incentives Financing Reviews ID Request for Proposals Post-occupancy Evaluation

MECH.

LIGHTING

ARCHITECTURE

Participate in the Integrated Design Process

ENGINEERING

Participate in the Integrated Design Process

CONSTRUCTION General Contractor/ -or- Construction Manager

Participate in the Integrated Design Process Integrate Lean Construction Practices

MODELING + MEASURING LEVEL 3/4 Energy Audits Energy Modeling Measurement + Verification of Systems Sensors + Building Automation Systems

PLUG LOADS

ASHRAE Level II - III Audit Utiltiy Consumption Analysis Pre- & Post-Retrofit Benchmarking General Energy Analysis Whole Building Energy Modeling Climate Analysis & Life Cycle Assessment Existing Building Commissioning of System(s) Envelope Air Tightness Testing/Blower Door Test M+V Pre- & Post-Retrofit/Annual Usage Reporting By independent 3rd party w/ multi-year contract Project Close-Out & Commissioning Installation of Building Sensors (Lighting, CO2, Occupancy)

M+V

COMPREHENSIVE RETROFIT EXAMPLE

1. Develop ID Mission Statement w/ High Performance Goals 2. Develop, Issue, and Review Integrated Design RFPs ID RFPs to include Performance-based Standards 3. Participate in Process Oriented Collaborative Meetings Total of Five All-Team Collaborative Meetings 4. Completion of Checklist for Energy Free Design Solutions 5. Completion of Checklist for Whole Building Design Solutions 6. Completion of Checklist for Predictive Modeling 7. Completion of Checklist for Pre- & Post- Retrofit Measurement + Verification

1. Participate in the Development of ID Mission Statement Encourage High Performance Goals Encourage Pursuit of Energy Certification - Accreditation 2. Respond to and Administer Integrated Design RFPs 3. Participate in Process Oriented Collaborative Meetings 4. Completion of Checklist for Energy Free Design Solutions (Arch.) 5. Completion of Checklist for Whole Building Design Solutions (Eng.) 6. Completion of Checklist for Predictive Modeling Manage & Coordinate Whole Building Energy Modeling (Arch. & Eng.) 7. Completion of Checklist for Pre- & Post- Retrofit Measurement + Verification

INTEGRATED DESIGN SCALES OF RETROFIT

SUBSTANTIAL MANAGEMENT LEVEL Management of Project Review of Available Cost Incentives Financing Reviews ID Request for Proposals Post-occupancy Evaluation

1. 2. 3. 4. 5. 6. 7.

INTEGRATED DESIGN SCALES OF RETROFIT • Majority of the building’s systems would be replaced including

SUBSTANTIAL

Participate in the Integrated Design Process

General Contractor

for for for for

INTEGRATED DESIGN SCALES OF RETROFIT

Participate in the Integrated Design Process

ENGINEERING

2. 3. 4. 5. 6. 7.

SUBSTANTIAL RETROFIT EXAMPLE

Management of the Integrated Design Process Coordination of the Project Team Review of Tax Incentives, Rebates, & Grants M+V Laws, Codes, Permits PLUGReview of Applicable COMPREHENSIVE Tenant Lease Negotiation - Green Leases RETROFIT Energy Certification - Accreditation

LOADS

Checklist Checklist Checklist Checklist

An Integrated Design (ID) AER Substantial Scale Retrofit includes:

• Limited-scale retrofit of two or more building system components and one building envelope component (windows, roof, and/or insulation).

LIGHTING

ASHRAE Level I Audit Utiltiy Consumption Analysis Pre- & Post-Retrofit Single System OR General Energy Analysis Existing Building Commissioning of System(s) Installation of Building Sensors

of of of of

Substantial Retrofit Scope + Description

An Integrated Design (ID) AER Partial Scale Retrofit includes:

Management of Project Review of Available Incentives Financing Reviews Post-occupancy Evaluation

Participate in the Integrated Design Process

Completion Completion Completion Completion

CONFIRMING RETROFIT SCALE

ENVELOPE

CONSTRUCTION

PARTIAL RETROFITS

4. 5. 6. 7.

COMPREHENSIVE 3

1. Develop ID Mission Statement w/ High Performance Goals 2. Develop, Issue, and Review Integrated Design RFPs ID RFPs to include Performance-based Standards 3. Participate in Process Oriented Collaborative Meetings Total of Five All-Team Collaborative Meetings 4. Completion of Checklist for Energy Free Design Solutions 5. Completion of Checklist for Whole Building Design Solutions 6. Completion of Checklist for Predictive Modeling

INTEGRATED DESIGN ADVANCED ENERGY RETROFIT ROADMAP

MANAGEMENT LEVEL Management of Project Review of Available Cost Incentives Financing Reviews ID Request for Proposals Post-occupancy Evaluation

Management of the Integrated Design Process Coordination of the Project Team Review of Tax Incensives, Rebates, & Grants Review of Applicable Laws, Codes, Permits Tenant Lease Negotiation - Green Leases Energy Certification - Accreditation

1. Develop ID Mission Statement w/ High Performance Goals 2. Develop, Issue, and Review Integrated Design RFPs ID RFPs to include Performance-based Standards 3. Participate in Process Oriented Collaborative Meetings Total of Five All-Team Collaborative Meetings 4. Completion of Checklist for Energy Free Design Solutions 5. Completion of Checklist for Whole Building Design Solutions

REFERENCE MANUAL

CONSTRUCTION

General Contractor

Participate in the Integrated Design Process Integrate Lean Construction Practices

MODELING + MEASURING LEVEL 2 Energy Audits Energy Modeling Measurement + Verification of Systems Sensors + Building Automation Systems

COMPREHENSIVE RETROFITS

1. 2. 3. 4. 5. 6. 7.

Participate in the Development of ID Mission Statement Respond to and Administer Integrated Design RFPs Participate in Process Oriented Collaborative Meetings Completion of Checklist for Energy Free Design Solutions (Arch.) Completion of Checklist for Whole Building Design Solutions (Eng.) Completion of Checklist for Predictive Modeling Completion of Checklist for Pre- & Post- Retrofit Measurement + Verification

Comprehensive Retrofit Scope + Description

An Integrated Design (ID) AER Comprehensive Scale Retrofit is defined as:

INTEGRATED DESIGN SCALES OF RETROFIT

RETROFIT EXAMPLE • SUBSTANTIAL All building systems (both interior and exterior) would beLITE retrofitted. EBCx

LITE

ID Mission Statement w/ High Performance Goals LEVEL 3 Engineering Management Integrated Design (AEC) Process professionals + 1.2. Develop = RETROFIT • MANAGEMENT Involves all Architecture, andof the Construction Develop, Issue, and Review Integrated Design RFPs Management of Project Coordination of the Project Team COMPREHENSIVE RETROFITS EXAMPLE ID RFPs to include Performance-based Standards Review of Available Cost Incentives Review Construction of Tax Incentives, Rebates, & Grants including a General Contractor and Manager.

LIGHTING

Financing Reviews ID Request for Proposals Post-occupancy Evaluation

Review of Applicable Laws, Codes, Permits Tenant Lease Negotiation - Green Leases Energy Certification - Accreditation

3. Participate in Process Oriented Collaborative Meetings Total of Five All-Team Collaborative Meetings 4. Completion of Checklist for Energy Free Design Solutions 5. Completion M+V of Checklist for Whole Building Design Solutions 6. Completion of ChecklistPARTIAL for Predictive Modeling 7. Completion of Checklist for Pre- & Post- Retrofit Measurement + Verification

• Detailed existing building site assessment and Level III/IV energy audits pre- and post-retrofit. ARCHITECTURE

Participate in the Integrated Design Process

MECH.

ENGINEERING

LIGHTING

ENVELOPE

Participate in the Integrated Design Process

= RETROFIT

EXAMPLE • Extensive use of predictive energy modeling tools throughout the process, including sector specific tools for the CONSTRUCTION 1. Participate in the Development of ID Mission Statement simulation of lighting, air movement, and thermal behavior. General Contractor/ Participate in the Integrated Design Process Integrate Lean Construction Practices

-or- Construction Manager

Encourage High Performance Goals Encourage Pursuit of Energy Certification - Accreditation Respond to and Administer Integrated Design RFPs M+V in Process Oriented Collaborative Meetings Participate SUBSTANTIAL Completion of Checklist for Energy Free Design Solutions (Arch.) Completion of ChecklistRETROFIT for Whole Building Design Solutions (Eng.) Completion of Checklist for Predictive Modeling EXAMPLE Manage & Coordinate Whole Building Energy Modeling (Arch. & Eng.) Completion of Checklist for Pre- & Post- Retrofit Measurement + Verification

2. • Extensive post-monitoring (M+V) of the systems and energy use, as well as the installation of a BAS. Post-occupancy EBCx 3. ASHRAE Level II - III Audit PLUG MODELING + MEASURING LEVEL 3/4 4. evaluations of user comfort and Utiltiy health would be required. Consumption Analysis Pre- & Post-Retrofit Energy Audits

ENVELOPE

Energy Modeling Measurement + Verification of Systems Sensors + Building Automation Systems

MECH.

LIGHTING

Benchmarking General Energy Analysis LOADS Whole Building Energy Modeling Climate Analysis & Life Cycle Assessment Existing Building Commissioning of System(s) Envelope Air Tightness Testing/Blower Door Test M+V Pre- & Post-Retrofit/Annual Usage Reporting PLUG By independent 3rd party w/ multi-year contract Project Close-Out LIGHTING & Commissioning MECH. Installation of Building Sensors (Lighting, CO2, Occupancy) LOADS

+5.6.

• Maximum scope retrofit in which Integrated Design (ID)+ Integrated Project Delivery (IPD) processes would be 7. undertaken. The ID AER Roadmap would be significantly customized to meet the particular demands of this scale. EBCx

ENVELOPE

M+V

COMPREHENSIVE RETROFIT EXAMPLE

INTEGRATED DESIGN SCALES OF RETROFIT COMPREHENSIVE 4

ARCHITECTURE

Participate in the Integrated Design Process

ENGINEERING

Participate in the Integrated Design Process

CONSTRUCTION General Contractor/ -or- Construction Manager

Participate in the Integrated Design Process Integrate Lean Construction Practices

MODELING + MEASURING LEVEL 3/4 Energy Audits Energy Modeling Measurement + Verification of Systems Sensors + Building Automation Systems

ASHRAE Level III Audit Utiltiy Consumption Analysis Pre- & Post-Retrofit Benchmarking General Energy Analysis Whole Building Energy Modeling Climate Analysis & Life Cycle Assessment Existing Building Commissioning of System(s) Envelope Air Tightness Testing/Blower Door Test M+V Pre- & Post-Retrofit/Annual Usage Reporting By independent 3rd party w/ multi-year contract Project Close-Out & Commissioning Installation of Building Sensors (Lighting, CO2, Occupancy)

1. Develop ID Mission Statement w/ High Performance Goals 2. Develop, Issue, and Review Integrated Design RFPs ID RFPs to include Performance-based Standards 3. Participate in Process Oriented Collaborative Meetings Total of Five All-Team Collaborative Meetings 4. Completion of Checklist for Energy Free Design Solutions 5. Completion of Checklist for Whole Building Design Solutions 6. Completion of Checklist for Predictive Modeling 7. Completion of Checklist for Pre- & Post- Retrofit Measurement + Verification

CONFIRMING RETROFIT SCALE

MANAGEMENT LEVEL Management of Project Review of Available Cost Incentives Financing Reviews ID Request for Proposals Post-occupancy Evaluation

INTEGRATED DESIGN ADVANCED ENERGY RETROFIT ROADMAP

REFERENCE MANUAL

WHICH RETROFIT SCALE IS RIGHT FOR YOU? Take this quiz to identify which Integrated Design (ID) Roadmap Scale is right for you.

1 WHAT BUILDING TYPE ARE YOU RETROFITTING?

(Circle One)

Single-Story Retail

Warehouse

Three-Story Masonry

Multi-Family Housing

Multi-Story Office

(1 pt)

(2 pt)

(3 pt)

Single-Story Retail Single-Story Retail Single-Story Retail Single-Story Retail Single-Story Retail

Warehouse Warehouse Warehouse Warehouse Warehouse

(1pt) pt) (1 pt) (1 pt) (1 pt) (1

(2pt) pt) (2 pt) (2 pt) (2 pt) (2

Multi-Story Multi-Story OfficeOffice Three-Story Three-Story Masonry Masonry Multi-Family Multi-Family Housing Housing Multi-Family Retail/Office Multi-Story Multi-Story Office Three-Story Masonry Multi-Family Housing Multi-Story Multi-Story Office Office Three-Story Three-Story Masonry Masonry Multi-Family Multi-Family Housing Housing Housing Load Bearing (3 Masonry pt) (3 pt) (2 pt)(2 pt) (2 pt)(2 pt) (3 pt) (2 pt)(2 pt) (2 pt) (2 pt) (3 (3pt) pt) (2 (2pt) pt) (2 (2Three-Story pt) pt) (2 pt) pt) Multi-Story OfficeMasonry Multi-Family Housing Three-Story Masonry Multi-Family Housing Multi-Family (4 pt) Housing (4 pt) Single-Story Retail Warehouse Warehouse Single-Story Retail Warehouse Single-Story RetailMasonry(2(2pt) Single-Story Retail

Single-Story Single-Story Single-Story RetailRetail Single-Story Retail Single-Story Single-Story Retail Retail Retail/Office (1 pt) (1 pt) (1 pt) (1 (1pt) pt) (2Three-Story pt)

(3 pt) (1 (2 pt) pt)(2 pt)

(2(2pt) (2 pt) pt)

2 HOW MANY BUILDING ELEMENTS NEED TO BE RETROFITTED? Roof

Windows

Wall Insulation

(1 pt)

(3 (2 pt)(3 pt)pt) Roof Roof Roof Roof Roof

Multi-Story Retail

Windows Windows Windows Windows Windows

Wall Wall Insulation Insulation Wall Insulation Wall Wall Insulation Insulation Wall Insulation (2 pt) Air Conditioning

Multi-S

Wall Insulation Wall Insulation Wall Insulation Wall Insulation Wall Insulation

(2 pt)(3 pt)

(2 pt)

Lighting Lighting Lighting Lighting Lighting

AirFiltration Filtration AirAir Filtration Air Filtration Filtration Air

(1 pt) Lighting Lighting Lighting Lighting Lighting

Air Filtration Air Air Filtration Filtration Air AirFiltration Filtration Air Infiltration (2 pt) Ventilation

Three-Story Masonry

Warehouse

Single-Story Retail Windows Windows Windows Windows Windows Windows (2 pt) Heating

(2 pt)

On On OnOn On

RoofRoof Roof Roof Roof Roof (2 pt) Light Controls

Multi-Story Office

Lighting

Air Filtration

(3pt) pt) (3 pt) (3 pt) (3 pt) (3

(2pt) pt) (2 pt) (2 pt) (2 pt) (2

Masonry Housing Multi-Story Multi-Story Office Multi-Story (4 pt)Office (4 pt) (6 pt) Office Warehouse Three-Story Masonry Three-Story Multi-Family Housing Multi-Family

(2 pt)(2 pt) (2 pt)

(Circle All That Apply)

(2pt) pt) (2 pt) (2 pt) (2 pt) (2

Industrial Building

Warehouse Warehouse Warehouse Warehouse Warehouse

(1 pt)(1 pt) (2 pt)

Multi-Story Office Three-Story Masonry Multi-Story Office Multi-Family Housing Three-Story Masonry Multi-Family Housing Multi-Story Office Three-Story Masonry Multi-Family Housing Multi-Story Office Multi-Story Office Three-Story MasonryMulti-Family Three-Story Masonry Multi-Family Housing Housing

Lighting HVAC (2 pt) Controls + Sensors

(2 pt)

Light Controls Light Controls Light Controls Light Controls Light Light Controls (2 pt)

(2 pt) Heating Heating Heating Heating Heating Heating (2 pt)

AirAir Conditioning Air Conditioning Conditioning Conditioning Air Conditioning Air Conditioning (2 pt)

Multi-St

Multi-Family Housing Ventilation Ventilation Ventilation Ventilation Ventilation Ventilation (2 pt)

(2 pt)

HVAC HVAC HVAC HVAC HVAC Controls Controls +HVAC Sensors Controls + Sensors Controls + Sensors + Sensors Controls +Controls Sensors + Sensors (2 pt)

On On On On On

Roof Roof Wall Insulation

Windows AirWindows Filtration

HVACHVAC HVAC HVAC HVAC Controls Controls + Sensors + Sensors Controls + Sensors Controls Controls ++Sensors Sensors EBCx

Lighting Roof WallWall Insulation Insulation

Roof Windows Air Filtration Air Filtration

YOUR SCORE:

On On

+ 1

5-7

+ 2

TOTAL

Light Controls Controls AirLight Conditioning

TOTAL

= 3

TOTAL

Ventilation Heating Heating

HOW MANY POINTS DO YOU HAVE?

8-12 13-18

HVAC 19-26 Roof + Sensors Light Controls AirControls Conditioning Air Conditioning

Are you planning on completing some degree of Existing Building Commissioning (EBCx)?

Windows Lighting Lighting Wall Insulation

Wall Insulation Air Filtration

YES (1 pt)

NO (0 pt)

Air Filtration Lighting

CONFIRMING RETROFIT SCALE

Ventilation Ventilation Light Light Controls Controls (Circle One) Heating Heating Air Conditioning Air Air Conditioning EXISTING BUILDING COMMISSIONING YOUR BUILDING SYSTEMS Ventilation Light Controls 3 Light Ventilation Ventilation Heating (EBCx) Conditioning Light Controls Controls Heating Heating Air AirOF Conditioning Conditioning

SEE PROJECT TEAM GUIDE: LITE RETROFITS SEE PROJECT TEAM GUIDE: PARTIAL RETROFITS SEE PROJECT TEAM GUIDE: SUBSTANTIAL RETROFITS

HVACGUIDE: COMPREHENSIVE RETROFITS HVAC SEE PROJECTHVAC TEAM Lig Windows Wall Insulation Air Filtration Ventilation Light Controls Controls + Conditioning Sensors Ventilation Controls + Sensors Heating Air Conditioning Ventilation Controls + Sensors Contro Ventilation Heating Air

On INTEGRATED DESIGN ADVANCED ENERGY RETROFIT ROADMAP

REFERENCE MANUAL

PART 2: INTEGRATED DESIGN: PROCESS + RESOURCES

2.1

IMPLEMENTATION OF THE ID PROCESS •

INTEGRATED DESIGN ADVANCED ENERGY RETROFIT ROADMAP

PROJECT TEAM GUIDE

REFERENCE MANUAL

Facility Manager

Modeling + Measurement

M+M

Owner

PROJECT TEAM GUIDEM+M M+M

Modeling + Measurement

EEMs

/Service uct ders od rovi P

Using the Project Team A Guide to Implement the Integrated A Design (ID) Process Product/Service Providers

Engineering

C C E E CThe Project Team Guide facilitates the implementation of the integrated design (ID) process. The Guide outlines the various Architecture

Construction

Engineering

Construction

Architecture

Construction

Engineering

Integrated Design Advanced Energy Retrofit ROADMAP

activities that are involved in all phases of the conceptualization, design, and construction of an integrated design (ID) AER project.

Lite

The Project Team Guide has been developed for use by the professionals that make up the project team. Depending on the scale of retrofit, an integrated design (ID) AER project may have a limited number of architecture, engineering, and construction (AEC) professionals on the team. Therefore, the documents Partial Substantial/Comprehensive within the guide are organized according to professional competencies required on the team including:

PROJECT TEAM GUIDE: LITE The Lite Retrofit Project Team Guide details the implementation of an ID process for a project scope that includes the Purchase, Installation and Commissioning of a minimum of one new building system and the existing building commissioning of at least one existing system.

DESIGN + RESEARCH TEAM: Dr. Franca Trubiano Kristen Albee

Project Team Guide

Lite Retrofits

• Project Management

• Architecture

Financial Investors

Owner

Facility Manager

M+M

Occupants

• Engineering

Owner

Financial Investors

Occupants

M+M

• Construction

Engineering

Construction

Suppliers

Architecture

DESIGN + RESEARCH TEAM: Dr. Franca Trubiano Kristen Albee

Subcontractors

Engineering

PROJECT TEAM GUIDE: PARTIAL The Partial Retrofit Project Team Guide details the implementation of an ID process for a project scope that includes the Purchase, Installation and Commissioning of a minimum of two building systems and one building envelope component.

Modeling + Measurement

• Modeling + Measurement (M+M) Suppliers

Integrated Design Advanced Energy Retrofit ROADMAP

Financial Investors

M+M

Modeling + Measurement

Subcontractors

Owner

Facility Manager

Modeling + Measurement

Construction

Suppliers

Architecture

Subcontractors

Engineering

Project Team Guide

Partial Retrofits

Suppliers

Construction Integrated Design Advanced Energy Retrofit ROADMAP

Team Roles within the ID Process Given the scale and scope of the advanced energy retrofit, team members may be required to undertake the completion of tasks that are within their abilities, but not typically offered as part of their services. For example, if a project has an architect but not an M+M professional, the architect should be able to complete the Modeling and Measuring activities necessary in the project. Project team roles should be explored based on the specifics of a project, and assigned accordingly by the Owner and/or Project Manager at the start of the project.

DESIGN + RESEARCH TEAM: Dr. Franca Trubiano Kristen Albee

Project Team Guide

These scaled Project Team Guides organize the seven Integrated Design (ID) protocols into actionable Checklists and corresponding Guidelines. In this way, building owners and their project teams are guided step by step in the implementation of the ID process.

Substantial Retrofits

Integrated Design Advanced Energy Retrofit ROADMAP

PROJECT TEAM GUIDE: COMPREHENSIVE The Comprehensive Retrofit Project Team Guide details the implementation of an ID process for a project scope that includes the Purchase, Installation and Commissioning of all building systems and building envelope components through the use of customized process protocols and benchmarks.

DESIGN + RESEARCH TEAM: Dr. Franca Trubiano Kristen Albee

Project Team Guide

INTEGRATED DESIGN ADVANCED ENERGY RETROFIT ROADMAP

PROJECT TEAM GUIDE: SUBSTANTIAL The Substantial Retrofit Project Team Guide details the implementation of an ID process for a project scope that includes the Purchase, Installation and Commissioning of most building systems and building envelope components.

Scaled Project Team Guides Each scale of retrofit has a corresponding Project Team Guide that offers specific guidance and value added activities that are closely aligned with the project’s scope.

IMPLEMENTATION OF ID PROCESS

pants

Comprehensive Retrofits

REFERENCE MANUAL

PROJECT TEAM GUIDE: STRUCTURE

• Conceptualization Phase

During the RG stages, the Owner and/or Project Manager may have Sub-Team Meetings with various team members to review the development of these activities and ensure the alignment of the project with the Mission Statement.

• Design Development Phase • Implementation Documentation Phase

Resource Gathering Documents

Collaborative

Meeting Documents

PM Checklist PM Guidelines A Checklist A Guidelines E Checklist E Guidelines C Checklist C Guidelines M+M Checklist M+M Guidelines

Gathering Documents

CM Checklist CM Guidelines

Typical Project Phase Toolkit

• Construction & Measurement + Verification (M+V) Phase

DESIGN DEVELOPMENT PHASE Collaborative

• Commissioning & Post-Occupancy Phase

Meeting Documents

CONTENTS PHASE LEGEND

Resource Gathering Documents To

The Resource Gathering (RG) documents include Checklists and Guidelines that pertain to the corresponding professional Resource competency of the activities outlined Gathering Documents within each of the RG stages.

During the Collaborative Meeting (CM) stages, face to face encounters are organized to generate key all-team decisions necessary for advancing the project. The CM stages include all team members in order to achieve project alignment and provide for the integrated development of the project.

• Resource Gathering (RG) Stages • Collaborative Meeting (CM) Stages Throughout the Integrated Design (ID) process, team members will work towards the continued alignment of the project In order to achieve intended outcomes.

DD.RG.PM

olk

Collaborative Meetings (CM)

PROJECT MANAGEMENT (PM) DD.RG.PM.1

PM CHECKLIST

DD.RG.PM.GUIDELINES

PM GUIDELINES

ARCHITECTURE (A)

DD.RG.A

DD.RG.A.1

ARCHITECTURE CHECKLIST

DD.RG.A.GUIDELINES

ARCHITECTURE GUIDELINES

ENGINEERING (E)

DD.RG.E

DD.RG.E.1

ENGINEERING CHECKLIST

DD.RG.E.GUIDELINES

ENGINEERING GUIDELINES

CONSTRUCTION (C)

DD.RG.C

DD.RG.C.1

CONSTRUCTION CHECKLIST

DD.RG.C.GUIDELINES

CONSTRUCTION GUIDELINES

DD.RG.MM

Design Development

Construction & M+V

Commissioning & Post-Occupancy

Implementation Documentation

Construction & M+V

Commissioning & Post-Occupancy

Alignment & Goal Setting Meeting Alignment & Goal Setting Meeting

Pre-Project Resource Gathering Pre-Project Resource Gathering Sub-Team Meeting 1: Pre-Alignment - Data, Documents, and Financial Resources Sub-Team Meeting 1: Review Pre-Alignment - Data, Documents, and Financial Resources Review

1 2

Design Development 2 Resource Gathering

Final Design Decisions Meeting Final Design Decisions Meeting

Design Development Resource Gathering

1 2

Construction Planning Meeting Construction Planning Meeting

RESOURCE GATHERING ACTIVITIES

Alignment & Goal Setting Meeting: -Review of ID Protocols and Process -Development of Mission Statement Alignment & Goal -Development of Performance Targets Setting Meeting: -Goals for Free Design -Review ofEnergy ID Protocols and Process -Goals for Whole BuildingStatement Systems -Development of Mission -Goals for Predictive Modeling Targets -Development of Performance Measurement + Veriﬁcation -Goals for Energy Free Design -IdentifyforScope, Budget -Goals WholeSchedule, Building Systems

3 1 2

Implementation Documentation 2 Resource Gathering

Construction & M+V 2 Resource Gathering

Implementation Documentation Resource Gathering

Construction & M+V Resource Gathering

Integrated Design Sub-Team (ID) Process (Partial Meeting 1:Diagram Example Sub-Team Meeting 1:Scale) Development of Possible EEMs List for Predictive Modeling Sub-Team Meeting 1: Sub-Team Meeting 2: Development of Possible Predictive Model Veriﬁcation of EEMs List for Predictive Modeling Existing Conditions for List of Possible EEMs with Projected Sub-Team Meeting 2: Savings Model Veriﬁcation of Predictive Existing Conditions for List of Sub-Team Meeting 3: Possible EEMs with Projected Final List of EEMs and Savings Projected Savings for Design Development Sub-Team Meeting 3: Final List of EEMs and RESOURCE GATHERING ACTIVITIES Projected Savings for Design Development

-Review & Coordinate Implementation Drawings & Whole Building Model Sub-Team Meeting 1: -Review & Coordinate Sub-Team Meeting 2: Implementation Drawings & -ReviewBuilding & Coordinate Whole Model Project Phasing, Construction Schedule, & PurchaseMeeting Orders 2: Sub-Team -Review & Coordinate Project Sub-Team Meeting 3: Schedule, Phasing, Construction -Final Coordination & Purchase Orders of Implementation Drawings & Whole Building Model Sub-Team Meeting 3: -Final Coordination of Implementation Drawings & Whole Building Model

Final Design Decisions Meeting: -Review Financial & Predictive ModelDesign Verification of Energy Efficient Final Measures Decisions(EEMs) Meeting: -ConfirmFinancial & Approve Final EEMs -Review & Predictive -Confirm & Approve + Model Verification of Measurement Energy Efficient Verification(EEMs) (M+V) Plan Measures Schedule -Confirm & Approve Final EEMs& Budget -Identify && Review Project Phasing + -Confirm Approve Measurement

Feedback Review Meeting Feedback Review Meeting

Sub-Team Meeting 1: -Review of Construction Progress & Budget Sub-Team Meeting 1: Sub-Team Meeting 2: -Review of Construction -Review of& Measurement + Progress Budget Veriﬁcation Plan & Installation of Sensors Meeting 2: Sub-Team -Review of Measurement + Sub-Team Meeting 3: Veriﬁcation Plan & Installation -Review of Construction of Sensors Completion -Review of On-going Sub-Team Meeting 3: Performance Evaluation -Review of Construction Plan Completion -Review of On-going Performance Evaluation Plan

Construction Planning Meeting: -Confirm & Approve Implementation Drawings & Documentation Construction -Confirm Approve Project Phasing Planning&Meeting: Construction -Confirm & Approve Implementation Schedule & Documentation Purchase Orders Drawings -Alignment of the Project Team & Project -Confirm & Approve Project Phasing -Schedule& Construction & M+V -Confirm Approve Construction Activities && Sub-Team Meetings Schedule Purchase Orders

INTEGRATED DESIGN ADVANCED ENERGY RETROFIT ROADMAP

ct PERFORMANCE TARGETS, Metrics, and Accreditation

Collaborative Meeting Documents Resource Gathering (RG)

On-going Performance Evaluation On-going Performance Evaluation On-going Performance Evaluation: -Measurement On-going & Verification Performance of Energy Evaluation: Savings -Measurement & Verification -Commissioning of Energy & Monitoring Savings of Building Systems -Commissioning & Monitoring of Building Systems

Feedback Review Meeting: -Project Close-Out -Review of Review On-going Feedback Performance Evaluation Plan Meeting: -Review Close-Out of Measurement+ -Project Veriﬁcation Plan -Review of On-going -Review of Operations Performance Evaluation+ Plan Management Procedures -Review of Measurement+ Veriﬁcation Plan

M+M CHECKLIST

DD.RG.MM.2

M+M CHECKLIST

ID COLLABORATIVE MEETING (CM) DOCUMENTS

Collaborative Meeting (CM)

DD.RG.MM.1

Design Development

Final Design Decisions Meeting

Implementation Documentation

Construction Planning Meeting

Construction &M+V

Commissioning & Post-Occupancy

Feedback Review Meeting

On-going Performance Evaluation

Collaborative Process PhaseMeeting (CM) Resource Gathering (RG) Process Phase

The Collaborative Meeting (CM) documents include shared Checklist and Guidelines documents that outline the activities Collaborative Meeting that will be completed by all team Documents members within each of the CM stages.

DD.CM.1

FINAL DESIGN DECISIONS MEETING CHECKLIST

DD.CM.GUIDELINES

FINAL DESIGN DECISIONS MEETING GUIDELINES

PROJECT TEAM GUIDE

PARTIAL

Conceptualization

This Integrated Design (ID) process diagram identifies the phased progress of an Integrated Design (ID) AER project. The diagram identifies the components involved within each phase of the project, which vary based on the scale of retrofit.

Implementation Documentation

olk

Design Development

MODELING & MEASUREMENT (M+M)

Alignment & Goal Setting Meeting

DD.RG.MM.GUIDELINES M+M GUIDELINES

Conceptualization

ID PROCESS DIAGRAM

Conceptualization

Pre-Project Resource Gathering

IMPLEMENTATION OF ID PROCESS

In addition, the Integrated Design (ID) process includes two distinct stages defined as:

RESOURCE GATHERING (RG) DOCUMENTS

DESIGN DEVELOPMENT

The Team Guide is organized CollaborativeProject Meeting into for each phase involved in Documentstoolkits an integrated design (ID) AER project. Each toolkit includes the documents that are necessary for that particular phase, which typically involves Resource Gathering documents and Collaborative Meeting documents. Resource

KIT

During the Resource Gathering (RG) stages, analysis and project development activities are assigned to each professional team member based on their abilities. Typically, team members will work independently to gather the information required for the project.

To olk it

The Integrated Design (ID) process is a set of activities that take place over various project phases. Depending on the scale of retrofit, the activities identified within each phase may vary. However, the phases will typically include:

PROJECT PHASE TOOLKIT EXAMPLE MORE RESOURCES

Project Phase Toolkits

Resource Gathering (RG)

PROCESS PHASE

Integrated Design Process Structure

Design Development Phase Table of Contents

Resource Gathering Documents

REFERENCE MANUAL

Engineering

Construction

PROJECT TEAM GUIDE: CHECKLISTS + GUIDELINES Construction

Subcontractors

Suppliers

Occupants

Owner

Financial Investors

Facility Manager

CONCEPTUALIZATION (CONC.) PHASE

PROJECT MANAGEMENT (PM) GENERAL ACTIVITIES

Owner

1a Identify who will FACILITATE the Integrated Design Process

Team Member Name: Contact Information:

CHECKLIST

Occupants

1b Identify building performance and utility bill DATA for M+M consultant

DELIVERABLE: Submit Utility Bills for the most recent 1-2 years on record (Electric, Gas, Water) DELIVERABLE: Submit Energy Audits, if available DELIVERABLE: Submit Building Automation System info or report(s), if available 1c Identify and review retrofit SCALE using the ID AER Roadmap evaluation tools

DELIVERABLE: Submit completed Retrofit Scale Quiz 1d Identify and review preliminary project SCOPE and SCHEDULE

DELIVERABLE: Submit summary outlining preliminary project scope DELIVERABLE: Submit preliminary project schedule 1e Identify and review project CONSTRAINTS

DELIVERABLE: Submit summary outlining project constraints 1f Identify and review preliminary project PERFORMANCE TARGETS and Metrics with M+M

Owner

Financial Investors

Facility Manager

RESOURCE GATHERING

PRE-PROJECT RESOURCE GATHERING (RG) DOCUMENT

CONCEPTUALIZATION

CONC.PM.1

DELIVERABLE: Submit summary outlining the preliminary project performance targets and metrics

Within the Project Team Guide, each Resource Gathering (RG) and Collaborative Meeting (CM) stage includes Checklists that outline the integrated design (ID) and advanced energy retrofit (AER) activities required of a Partial scale project.

• Resource Gathering (RG) Checklists: Within the RG stages, the Checklists pertain to the professional competency that is required of the activities.

• Collaborative Meeting (CM) Checklists: Within the CM stages, there is one shared Checklist that outlines the activities that will be completed by all team members at each process oriented Collaborative Meeting.

1g Identify and review the preliminary project ENERGY CERTIFICATION/ACCREDITATION goals

DELIVERABLE: Submit summary outlining the preliminary project energy certification/accreditation goals 1h Identify and review an Owner’s TEAM ORGANIZATION MAP for communication

DELIVERABLE: Submit Owner’s team Organization Map 1i Schedule and lead the collaborative Conceptualization SUB-TEAM MEETING to review Pre-Project

Resource Gathering activities including building data, documents, and financial resources DELIVERABLE: Submit report outlining the results of the Sub-Team Meeting 1k SCHEDULE first Collaborative Meeting, Alignment and Goal Setting, and draft list of owner’s project priorities

Project Team Guidelines Within the Project Team Guide, each Resource Gathering (RG) and Collaborative Meeting (CM) stage includes a Guidelines section for every Checklist. These Guidelines provide resources and additional information to assist the project team in completing the activities that are outlined in the corresponding Checklist.

• Resource Gathering (RG) Guidelines: Within the RG stages, the Guidelines are organized by the professional competency required of the activities.

• Collaborative Meeting (CM) Guidelines: Within the CM section that team. These activities for

stages, there is one Guidelines is shared by the project Guidelines direct integrated maximum project alignment.

Modeling + Measurement

O GUIDELINES Occupants

CONCEPTUALIZATION (CONC.) PHASE

Owner

Financial Investors

Facility Manager

CONC.PM.GUIDELINES

PRE-PROJECT RESOURCE GATHERING (RG) DOCUMENT

PROJECT MANAGEMENT (PM) GUIDELINES

Owner

PM 1a Identifying

an Integrated Design Facilitator

The Project Manager should identify the team member who will facilitate the Integrated Design (ID) Process. This facilitator will ensure that the team is on track to complete the checklists required for each phase. At the beginning of each phase, the facilitator will be responsible for assigning the checklists within that particular phase to a team member. A completion date for each checklist should also be assigned by the facilitator. In addition, it is important that the facilitator keeps the project and the team members aligned throughout the ID Process. See the Roadmap Reference Manual for additional information (pages 15-18).

2 Identifying 1b

1c 3

Identifying Retrofit Scale

The Project Manager should review the retrofit scale evaluation tools to ensure the project is correctly classified as a Partial retrofit. See the Roadmap Reference Manual (pages 70-78) for additional information and the scale of retrofit evaluation tools.

1d 4 Identifying

6 PROJECT CONSTRAINTS 1e

Financial Occupants The Project Manager should review Investors Owner possible project constraints associated with Facility the existing building conditions, occupant Manager and tenant requirements, as well as the scope, budget, and schedule. Identifying these issues early in the project will help to eliminate problems later on in the ID AER.

Performance & Utility Data

The Project Manager should gather all building performance and utility bill data. Building performance data includes utility bills, recent energy audits and building automation system reports, if applicable. Utility bills should include historic electric, water, and gas bills from the past one to two years showing monthly usage for the building. The Project Manager should share this information with the project’s M+M professional for their use and review. See the Roadmap Reference Manual for additional information (page 29).

DELIVERABLE: Submit draft list of owner’s project priorities DELIVERABLE: Schedule the Alignment and Goal Setting Meeting and notify all project team members

M+M

EXAMPLE GUIDELINES DOCUMENT

7 PERFORMANCE TARGETS 1f The Project Manage should identify preliminary Performance Targets and Metrics, relating to pre- and post-retrofit benchmarks and energy use intensity (EUI), for the ID AER. This can include a percentage of energy savings that is aimed for within the project. This will ensure the project achieves a greater amount of energy savings. Additional information about benchmarking can be found in the Roadmap Reference Manual (pages 29-30).

Project Scope & Schedule

The Project Manager should identify and review the preliminary project scope of planned energy efficient measures, as well as the schedule. This includes identifying the ID Process timeline for Resource Gathering and Collaborative Meetings stages.

ASSIGNED TO:

CONTACT INFO:

ID AER ROADMAP

DATE COMPLETED:

PARTIAL PROJECT TEAM GUIDE

ID AER ROADMAP

Conceptualization Phase Resource Gathering Document

NEXT STEPS: GETTING YOUR PROJECT TEAM GUIDE If you have determined you will be completing an Integrated Design (ID) AER project, the next step will be to consult the Project Team Guide appropriate for your scale of retrofit. Based on the appropriate scale of retrofit, the following sections within this Reference Manual outline the next steps:

PARTIAL PROJECT TEAM GUIDE

Conceptualization Phase Resource Gathering Document

LITE RETROFITS

PARTIAL RETROFITS

SUBSTANTIAL RETROFITS

COMPREHENSIVE RETROFITS

Within this Reference Manual see:

Section 2.2 Lite Retrofits Pages 89-90

Section 2.2 Partial Retrofits Pages 91-92

Section 2.2 Partial Retrofits Pages 93-94

Section 2.2 Partial Retrofits Pages 95-96

for an overview of the next steps involved in your ID AER project.

INTEGRATED DESIGN ADVANCED ENERGY RETROFIT ROADMAP

REFERENCE MANUAL

IMPLEMENTATION OF ID PROCESS

Modeling + Measurement

CONCEPTUALIZATION

Project Team Checklists

M+M

EXAMPLE CHECKLIST DOCUMENT

Suppliers

Construction

RESOURCE GATHERING

PART 2: INTEGRATED DESIGN: PROCESS + RESOURCES

2.2

INTEGRATED DESIGN (ID) IN PRACTICE LITE RETROFITS • PARTIAL RETROFITS • SUBSTANTIAL RETROFITS • COMPREHENSIVE RETROFITS •

INTEGRATED DESIGN ADVANCED ENERGY RETROFIT ROADMAP

REFERENCE MANUAL

Lite

Partial

Organize Your Team Occupants

Owner

Get the Project Team Guide

Financial Investors

Suppliers

Construction

Suppliers

Lite Retrofit Team Member Roles

Financial Investors

Owner

Conceptualization

Dr. Franca Trubiano Kristen Albee

OWNER • ID Process Management + ID RFPs • Review of Financial Incentives

Pre-Project Resource Pre-Project Gathering Resource Architecture Gathering

Suppliers

Project Team Guide Contents CONTENTS INTRODUCTION

DESIGN DEVELOPMENT (DD) PHASE

M+M M+M

3.2 DD COLLABORATIVE MEETING (CM) STAGE

IMPLEMENTATION DOCUMENTATION (I

MP.

) PHASE

OC.

4.1 IMP. DOC. RESOURCE GATHERING (RG) STAGE

Engineering

4.2 IMP. DOC. COLLABORATIVE MEETING (CM) STAGE

CONSTRUCTION & M+V (C/MV) PHASE

COMMISSIONING & POST-OCCUPANCY (BCX/PO) PHASE

5.1 C/MV RESOURCE GATHERING (RG) STAGE

Subcontractors

Suppliers Suppliers

Construction

M+M

Modeling + Measurement

SUB-CONTRACTORS/SUPPLIERS • Typical Subcontractor Services • Typical Supplier Services • Support of ID Process + ID RFPs

Subcontractors

Documentation

Final Design Decisions Meeting Final Design Decisions Meeting

Design Development Resource Gathering Design Development Suppliers Resource Gathering

Commissioning & Post-Occupancy& Commissioning

&M+V

Installation Initiation Installation Initiation

Implementation Documentation Implementation Resource Gathering Documentation Resource Gathering Resource Gathering (RG)

Sub-Team Meeting 1: Development of Possible Sub-Team Meeting 1: EEMs List Relative to the Project Development of Possible Budget EEMs List Relative to the Project Budget Sub-Team Meeting 2: -Selection of Final EEMs Relative to Sub-Team Meeting 2: the Project Budget and Review of -Selection of Final EEMs Relative to Energy Savings Analysis (if the Project Budget and Review of applicable) Energy Savings Analysis (if applicable)

RESOURCE GATHERING ACTIVITIES

CONCEPTUALIZATION (CONC.) PHASE

3.1 DD RESOURCE GATHERING (RG) STAGE

Construction &M+V Construction

Post-Occupancy

Feedback Review Meeting Feedback Review Meeting

Construction & M+V Resource Gathering Construction & M+V Resource Gathering

On-going Performance On-going Evaluation Performance Evaluation

Project Phase

Sub-Team Meeting 1: -Review & Coordination Sub-Team Meeting 1: of Drawings -Review & Coordination of Drawings Sub-Team Meeting 2: -Review & Approval of Sub-Team Meeting 2: Construction Schedule -Review & Approval of Construction Schedule Installation Initiation: -Conﬁrm & Approve Installation Initiation: Implementation Drawings -Conﬁrm & Approve & Purchase Orders Implementation Drawings & Purchase Orders

Sub-Team Meeting 3: -Review of Construction Sub-Team Meeting 3: Progress & Budget -Review of Construction Progress & Budget Sub-Team Meeting 4: -Review of Operations Sub-Team Meeting 4: and Management Plan -Review of Operations -Review of Measurement and Management Plan + Veriﬁcation (M+V) Plan -Review of Measurement (if applicable - optional) + Veriﬁcation (M+V) Plan (if applicable - optional)

On-going Performance On-going Evaluation: Performance -Limited Evaluation: M+V -Limited of Energy M+V Savings of Energy (optional) Savings (optional) -Monitoring of Building -Monitoring Systems of Building Systems

2.1 CONC. RESOURCE GATHERING (RG) STAGE

ENGINEERING PROFESSIONAL • Typically does not participate

RESOURCE GATHERING ACTIVITIES

1.2 PROJECT IMPLEMENTATION OF ID PROCESS

Construction Engineering Collaborative Meeting (CM)

Pre-Project Resource Pre-Project Gathering: Resource -Collection of Data, Gathering: Documents, and -Collection of Data, Financial Resources Documents, and Financial Resources -Pre-Alignment of Project -Pre-Alignment of Project

Lite Retrofits

2.2 CONC. COLLABORATIVE MEETING (CM) STAGE

Architecture

Alignment & Goal Setting Meeting Alignment & Goal Setting Meeting

1.1 VALUE OF INTEGRATED DESIGN + ID PROTOCOLS

ARCHITECTURE PROFESSIONAL • Typically does not participate

Design Development

M+M

Construction

Engineering

Facility Manager

Implementation Documentation Implementation

Design Development

Modeling + Measurement

Architecture

DESIGN + RESEARCH TEAM:

Financial Investors

Facility Manager

Subcontractors

Project Team Guide

Occupants

Conceptualization Occupants Owner

Modeling + Measurement

Subcontractors

Engineering

Integrated Design Financial Advanced Energy Retrofit Investors Owner ROADMAP

M+M

M+M E

Schedule Your Initial Activities

Facility Manager

Modeling + Measurement

Occupants

Facility Manager

Architecture

Substantial/Comprehensive

INTEGRATED DESIGN IN PRACTICE

LITE RETROFITS NEW

COLLABORATIVE MEETING ACTIVITIES

6.1 BCX/PO RESOURCE GATHERING (RG) STAGE

Final Design Decisions Meeting: Final Design -Review of Energy Savings Analysis Decisions Meeting: of Energy Efficient Measures (EEMs) -Review of Energy Savings Analysis -Confirm & Approve Final EEMs of Energy Efficient Measures (EEMs) -Confirm & Approve Schedule & Budget -Confirm & Approve Final EEMs -Identify & Review Project Phasing -Confirm & Approve Schedule & Budget -Alignment of the Project Team & Project -Identify & Review Project Phasing -Schedule Implementation Documentation -Alignment of the Project Team & Project Activities & Sub-Team Meetings -Schedule Implementation Documentation Activities & Sub-Team Meetings

Feedback Review Meeting: -Project Close-Out Feedback Review Meeting: -Approval of Operations -Project Close-Out and Management Plan -Approval of Operations -Approval of M+V Plan and Management Plan (if applicable - optional) -Approval of M+V Plan (if applicable - optional)

COLLABORATIVE MEETING ACTIVITIES

6.2 BCX/PO COLLABORATIVE MEETING (CM) STAGE

Alignment & Goal Setting Meeting: Alignment & Goal -Review of ID Protocols and Process Setting Meeting: -Development of Mission Statement -Review of ID Protocols and Process -Identify Scope, Schedule, Budget -Development of Mission Statement -Alignment of the Project Team -Identify Scope, Schedule, Budget -Schedule Design Development -Alignment of the Project Team Activities & Sub-Team Meetings -Schedule Design Development Activities & Sub-Team Meetings

APPENDIX

MODELING + MEASUREMENT • ASHRAE Level I Audit • Single System Energy Analysis • Existing Building Commissioning

INTEGRATED DESIGN ADVANCED ENERGY RETROFIT ROADMAP

LITE PROJECT TEAM GUIDE

Implementation of the Integrated Design (ID) Process for Lite Retrofits

REFERENCE MANUAL

PARTIAL RETROFITS

Partial Organize Your Team Occupants

Owner

Get the Project Team Guide

Financial Investors

Occupants

Schedule Your Initial Activities

Integrated Design Financial Advanced Energy Retrofit Investors ROADMAP

Owner

Conceptualization

Design Development

Implementation Documentation

Conceptualization

Design Development

Implementation Documentation

M+M

Modeling + Measurement

Alignment & Goal Setting Meeting Alignment & Goal Setting Meeting

1 1

Subcontractors

Architecture

Engineering

Construction

Suppliers

Subcontractors

Architecture

Engineering

Pre-Project Resource Gathering Pre-Project

Suppliers

Construction

Dr. Franca Trubiano Kristen Albee

Partial Retrofit Team Member Roles Occupants

Financial Investors

Owner

Facility Manager

OWNER • ID Process Management + ID RFPs • Review of Financial Incentives • Pursuit of Energy Certification

Project Team Guide

Partial Retrofits

Project Team Guide Contents CONTENTS 1

Architecture

CONCEPTUALIZATION (CONC.) PHASE

2.2 CONC. COLLABORATIVE MEETING (CM) STAGE

DESIGN DEVELOPMENT (DD) PHASE 3.1 DD RESOURCE GATHERING (RG) STAGE

ENGINEERING PROFESSIONAL • May or may not participate • Whole Building Design Solutions • Support of ID Process + ID RFPs

Engineering

3.2 DD COLLABORATIVE MEETING (CM) STAGE

IMPLEMENTATION DOCUMENTATION (IMP. DOC.) PHASE 4.1 IMP. DOC. RESOURCE GATHERING (RG) STAGE

Review and align around project PERFORMANCE TARGETS, Metrics, and Accreditation 4.2 IMP. DOC. COLLABORATIVE MEETING (CM) STAGE

CONSTRUCTION & M+V (C/MV) PHASE

COMMISSIONING & POST-OCCUPANCY (BCX/PO) PHASE

Review and align around project PERFORMANCE TARGETS, Metrics, and Accreditation 5.1 C/MV RESOURCE GATHERING (RG) STAGE

Subcontractors

Suppliers

Construction

M+M

Modeling + Measurement

SUB-CONTRACTORS/SUPPLIERS • Typical Subcontractor Services • Typical Supplier Services • Support of ID Process + ID RFPs

3 2

3 1 1

3 2

2 & M+V Construction Resource Gathering

Design Development Resource Gathering

Implementation Documentation Resource Gathering

Construction & M+V Resource Gathering

Sub-Team Meeting 1: Development of Possible EEMs List for Predictive Sub-Team Meeting 1: Modeling Development of Possible Sub-Team Meeting 2: Modeling EEMs List for Predictive Predictive Model Veriﬁcation of Existing Conditions for Sub-Team Meeting 2: List of Possible with Projectedof PredictiveEEMs Model Veriﬁcation Savings Existing Conditions for List of Possible EEMs with Projected Sub-Team Savings Meeting 3: Final List of EEMs and Projected Savings Sub-Team Meetingfor3:Design Development Final List of EEMs and

Alignment & Goal Setting Meeting: -Review of ID Protocols and Process Alignment & Goal -Development of Mission Statement Setting Meeting: -Development of Performance Targets -Review of ID Protocols and Process -Goals for Energy Free Design -Development of Mission Statement -Goals for Whole Building Systems -Development of Performance Targets -Goals for for Energy Predictive Modeling -Goals Free Design -Goals for Measurement + Veriﬁcation -Goals for Whole Building Systems -Identify Schedule, Budget -Goals forScope, Predictive Modeling -Alignment of the Project +Team -Goals for Measurement Veriﬁcation -Schedule Design Development -Identify Scope, Schedule, Budget Activities & of Sub-Team Meetings -Alignment the Project Team -Schedule Design Development

6.1 BC /PO RESOURCE GATHERING (RG) STAGE

Construction Planning Meeting Construction Planning Meeting

2 Implementation Documentation Resource Gathering

Collaborative Meeting (CM)

Financial Resources Review

3 1

2 Design Development Resource Gathering

COLLABORATIVE MEETING ACTIVITIES Activities & Sub-Team Meetings

Resource Gathering (RG)

Sub-Team Meeting 1: -Review & Coordinate Implementation Drawings & Sub-Team Meeting 1: Whole Building Model -Review & Coordinate

Implementation Drawings & Sub-Team Meeting 2: Whole Building Model -Review & Coordinate Project Phasing, Construction Sub-Team Meeting 2: Schedule, & Purchase Orders Project -Review & Coordinate Phasing, Construction Schedule, Sub-Team & PurchaseMeeting Orders 3: -Final Coordination of Implementation Drawings & Sub-Team Meeting 3: WholeCoordination Building Model -Final of Implementation Drawings & Whole Building Model

Final Design Decisions Meeting: -Review Financial & Predictive Final Design Model Verification of Energy Efficient Decisions Meeting: Measures (EEMs) & Predictive -Review Financial -Confirm & Approve EEMs Model Verification of Final Energy Efficient -Confirm &(EEMs) Approve Measurement + Measures Verification (M+V) Plan -Confirm & Approve Final EEMs -Confirm & Budget -Confirm & & Approve Approve Schedule Measurement + -Identify & Review Project Phasing Verification (M+V) Plan -Alignment of the Project Team & Project -Confirm & Approve Schedule & Budget -Schedule Documentation -Identify & Implementation Review Project Phasing Activities & of Sub-Team Meetings -Alignment the Project Team & Project

Feedback Review Meeting Feedback Review Meeting On-going Performance Evaluation On-going

Performance Evaluation

Project Phase

Sub-Team Meeting 1: -Review of Construction Progress & Meeting Budget 1: Sub-Team

-Review of Construction Sub-Team Progress & Meeting Budget 2: -Review of Measurement + Veriﬁcation Plan & Installation Sub-Team Meeting 2: of Sensors -Review of Measurement + Veriﬁcation Plan & Installation Sub-Team of Sensors Meeting 3: -Review of Construction Completion Sub-Team Meeting 3: -Review of of Construction On-going -Review Performance Evaluation Completion Plan -Review of On-going

On-going Performance Evaluation: On-going -Measurement Performance & Verification Evaluation: of Energy -Measurement Savings & Verification

of Energy -Commissioning Savings & Monitoring of Building -Commissioning Systems & Monitoring of Building Systems

Performance Evaluation Plan

Construction Planning Meeting: -Confirm & Approve Implementation Construction Drawings & Documentation Planning Meeting: -Confirm & & Approve Approve Implementation Project Phasing -Confirm -Confirm &&Approve Construction Drawings Documentation Schedule&&Approve PurchaseProject OrdersPhasing -Confirm -Alignment of the Project Team & Project -Confirm & Approve Construction -Schedule Construction & M+V Schedule & Purchase Orders Activities & Sub-Team Meetings -Alignment of the Project Team & Project -Schedule Construction & M+V Activities & Sub-Team Meetings

Feedback Review Meeting: -Project Close-Out Feedback Review -Review of On-going Meeting: Performance Evaluation Plan -Project Close-Out -Review of of On-going Measurement+ -Review Veriﬁcation Plan Performance Evaluation Plan -Review of of Measurement+ Operations + -Review Management Procedures Veriﬁcation Plan -Review of Operations + Management Procedures

-Schedule Implementation Documentation Activities & Sub-Team Meetings

COLLABORATIVE MEETING ACTIVITIES

6.2 BCX/PO COLLABORATIVE MEETING (CM) STAGE

Final Design Decisions Meeting Final Design Decisions Meeting

RESOURCE GATHERING ACTIVITIES

2.1 CONC. RESOURCE GATHERING (RG) STAGE

Development

1.2 PROJECT IMPLEMENTATION OF ID PROCESS

3 1

Projected Savings for Design RESOURCE GATHERING ACTIVITIES

INTRODUCTION 1.1 VALUE OF INTEGRATED DESIGN + ID PROTOCOLS

ARCHITECTURE PROFESSIONAL • May or may not participate • Energy Free Design Solutions • Support of ID Process + ID RFPs

Resource Gathering

Sub-Team Meeting 1: Pre-Alignment - Data, Documents,Meeting and Sub-Team 1: Financial Resources Pre-Alignment - Data, Review Documents, and

DESIGN + RESEARCH TEAM:

Commissioning & Post-Occupancy Commissioning & Post-Occupancy

Facility Manager

Construction & M+V Construction & M+V

INTEGRATED DESIGN IN PRACTICE

Substantial/Comprehensive

APPENDIX

MODELING + MEASUREMENT • ASHRAE Level II Audit • Modeling of EEMs • Verification of Energy Savings

INTEGRATED DESIGN ADVANCED ENERGY RETROFIT ROADMAP

PARTIAL PROJECT TEAM GUIDE

Implementation of the Integrated Design (ID) Process for Partial Retrofits

REFERENCE MANUAL

SUBSTANTIAL RETROFITS

Substantial/Comprehensive Organize Your Team

Occupants

Owner

Get the Project Team Guide

Schedule Your Initial Activities

Integrated Design Advanced Energy Retrofit ROADMAP

Financial Investors

Conceptualization

Design Development

Implementation Documentation

Construction & M+V

Commissioning & Post-Occupancy

Conceptualization

Design Development

Implementation Documentation

Construction & M+V

Commissioning & Post-Occupancy

Facility Manager

M+M

SUBSTANTIAL 1 SUBSTANTIAL 1

Modeling + Measurement

Subcontractors

Architecture

Engineering

Suppliers

Construction

DESIGN + RESEARCH TEAM: Dr. Franca Trubiano Kristen Albee

Project Team Guide

Partial Retrofit Team Member Roles Occupants

Financial Investors

Owner

Facility Manager

OWNER • ID Process Management + ID RFPs • Review of Financial Incentives • Pursuit of Energy Certification

Substantial Retrofits

Project Team Guide Contents CONTENTS 1

INTRODUCTION

Architecture

CONCEPTUALIZATION (CONC.) PHASE 2.1 CONC. RESOURCE GATHERING (RG) STAGE 2.2 CONC. COLLABORATIVE MEETING (CM) STAGE

DESIGN DEVELOPMENT (DD) PHASE 3.1 DD RESOURCE GATHERING (RG) STAGE

ENGINEERING PROFESSIONAL • Whole Building Design Solutions • Support of ID Process + ID RFPs • Support of BIM Model

Engineering

3.2 DD COLLABORATIVE MEETING (CM) STAGE

IMPLEMENTATION DOCUMENTATION (IMP. DOC.) PHASE 4.1 IMP. DOC. RESOURCE GATHERING (RG) STAGE 4.2 IMP. DOC. COLLABORATIVE MEETING (CM) STAGE

CONSTRUCTION & M+V (C/MV) PHASE

Suppliers

Construction

M+M

Modeling + Measurement

CONSTRUCTION PROFESSIONAL • Construction Management • Lean Project Delivery • Support of ID Process + ID RFPs

COMMISSIONING & POST-OCCUPANCY (BCX/PO) PHASE 6.1 BC /PO RESOURCE GATHERING (RG) STAGE X

Pre-Alignment Meeting

Alignment & Goal Setting Meeting

Pre-Project Resource Gathering

Modeling Strategy Meeting

Final Design Decisions Meeting

Resource Gathering

Construction Planning Meeting

1 2

Modeling 3 4 Strategy Design Meeting Development 2

3 1 2

Feedback Review Meeting

Final Design Construction Feedback Review 1 1 Decisions Meeting Planning Meeting Construction & M+V Meeting Implementation Documentation On-going 2 Resource Gathering

2 Resource Gathering

Pre-Project Design Development Implementation Documentation Construction & M+V Resource Meeting Gathering1: Resource Resource Resource Gathering1: Resource Gathering (RG)Gathering Project Phase Meeting Collaborative Meeting (CM1: ) Gathering Sub-Team Meeting 1: Sub-Team Sub-Team Modeling Strategy Meeting: Sub-Team Meeting -Review of Construction -Review & Coordinate Review of Data, Development of -Energy & BIM Modeling Progress & Budget Implementation Drawings & Documents, and Possible EEMs List Strategy for the Entire Project -Final List of EEMs and Whole Building Model Financial Resources for Predictive Sub-Team Meeting 1: Modeling Strategy Meeting: Sub-Team Meeting 1: Sub-Team Meeting 1: Sub-Team Meeting 1: Sub-Team Meeting 2: Modeling Projected& Savings for Design -Review of Construction Review of Data, Development of -Energy BIM Modeling -Review & Coordinate -Review of& Commissioning Sub-Team Meeting 2: Development (DD) Sub-Team Meeting 2: Documents, and Strategy for the Entire Project Implementation Drawings & Progress Budget Possible EEMs List Plan -Review & Coordinate Preparation of ID RFPs Sub-Team Meeting 2: Whole Building Model Financial Resources for Predictive -Final List of EEMs and Project Phasing, -Review of Measurement for Professionals Sub-Team Meeting 3: Predictive Model Projected Savings for Design Sub-Team Meeting 2: + Modeling Verification Plan & Modeling Scenario Construction Schedule, Verification of Sub-Team Meeting 2: -Review of Commissioning Sub-Team Meeting 2: Development (DD) Installation of Sensors & Purchase Orders Existing Conditions Review 1 for DD Plan Preparation of ID RFPs -Review & Coordinate Sub-Team Meeting 2: Solutions forMeeting EEMs 3: for List of Possible for Professionals Sub-Team Project Phasing, -Review of Measurement + Predictive Model Sub-Team Meeting Sub-Team Meeting 3: EEMs with Projected Verification Plan & 3: Verification of Modeling Scenario Construction Schedule, -Review of Construction -Final Coordination of Savings Sub-Team Meeting 4: Installation of Sensors Review 1 for DD & Purchase Orders Existing Conditions Implementation Drawings & Completion Modeling for Scenario Solutions EEMs for List of Possible -Review of On-going Review 2 for DD Whole Building Model EEMs with Projected Sub-Team Meeting 3: Sub-Team Meeting 3: Performance Evaluation Plan Solutions for EEMs -Final Coordination of -Review of Construction Savings Sub-Team Meeting 4: RESOURCE GATHERING ACTIVITIES Implementation Drawings & Completion Modeling Scenario Review 2 for DD Whole Building Model -Review of On-going Performance Evaluation Plan Solutions for EEMs

COLLABORATIVE MEETING ACTIVITIES

6.2 BCX/PO COLLABORATIVE MEETING (CM) STAGE

Alignment & Goal Setting Meeting

-Alignment of the Project Team Conceptualization -Schedule Design Development Activities & SubCOLLABORATIVE MEETING ACTIVITIES Activities & Sub-Team Meetings Team Meetings

5.1 C/MV RESOURCE GATHERING (RG) STAGE

Subcontractors

Alignment & Goal Pre-Alignment Setting Meeting: Meeting: -Review of ID Protocols & Process -Review of ID & ID -Development of Mission Statement Process Alignment & Goal Pre-Alignment -Development of Performance Targets -Alignment of Owner Setting Meeting: Meeting: -Goals for Energy Free Design Group -Review of ID Protocols & Process -Review of ID & ID -Goals for Whole BuildingStatement Systems -Draft of -Development of Mission Process COLLABORATIVE MEETING ACTIVITIES -Goals for Predictive Modeling Mission Statement & -Alignment of Owner -Development of Performance Targets -Goals + Veriﬁcation Preliminary Goals -Goals for for Measurement Energy Free Design Group -Identify Scope, Budget -Schedule -Goals for WholeSchedule, Building Systems -Draft of of the Project Team Conceptualization COLLABORATIVE MEETING ACTIVITIES -Goals for Predictive Modeling Mission Statement & -Alignment -Schedule Design Development Activities & Goals Sub-Goals for Measurement + Veriﬁcation Preliminary ActivitiesScope, & Sub-Team Meetings Team Meetings -Identify Schedule, Budget -Schedule

1.2 PROJECT IMPLEMENTATION OF ID PROCESS

RESOURCE GATHERING ACTIVITIES

1.1 VALUE OF INTEGRATED DESIGN + ID PROTOCOLS

ARCHITECTURE PROFESSIONAL • Energy Free Design Solutions • Support of ID Process + ID RFPs • Support of BIM Model

Pre-Alignment Meeting

Final Design Decisions Meeting: -Review Financial & Predictive ModelDesign Verification of Energy Efficient Final Measures (EEMs) Decisions Meeting: -Confirm & Approve Final EEMs -Review Financial & Predictive -Confirm & Approve + Model Verification of Measurement Energy Efficient Verification (M+V) Plan Measures (EEMs) -Confirm -Confirm & & Approve Approve Schedule Final EEMs& Budget -Confirm & Approve Measurement + -Identify & Review Project Phasing Verification (M+V) Plan -Alignment of the Project Team/Project -Confirm & Approve Schedule & -Schedule Implementation Budget Documentation Activities Sub-Team -Identify & Review Project&Phasing Meetings -Alignment of the Project Team/Project -Schedule Implementation Documentation Activities & Sub-Team Meetings

Construction Planning Meeting: -Confirm & Approve Implementation Drawings Construction & Documentation Planning Meeting: -Confirm -Confirm & & Approve Approve Project Phasing Implementation Drawings -Confirm & Approve Construction & Documentation Schedule PurchaseProject Orders -Confirm &&Approve -Alignment Phasing of the Project Team & Project & Approve Construction -Confirm -Schedule & M+V Schedule &Construction Purchase Orders Activities & of Sub-Team Meetings -Alignment the Project Team & Project -Schedule Construction & M+V Activities & Sub-Team Meetings

Performance Evaluation

On-going Performance On-going Evaluation Performance Evaluation: -Measurement On-going & Verification Performance of Energy Evaluation: Savings -Measurement & Verification -Commissioning of Energy & Monitoring Savings of Building Systems -Commissioning & Monitoring of Building Systems

Feedback Review Meeting: -Project Close-Out -Approval of On-going Feedback Review Performance Evaluation Plan Meeting: -Confirm & Approve -Project Close-Out Longterm Plan -Approval M+V of On-going -Confirm & Approve Performance Evaluation Plan Commissioning Plan -Confirm & Approve -Review Operations LongtermofM+V Plan + Management Procedures -Confirm & Approve Commissioning Plan -Review of Operations + Management Procedures

APPENDIX

MODELING + MEASUREMENT • ASHRAE Level III Audit • Whole Building Modeling of EEMs • Verification of Energy Savings

INTEGRATED DESIGN ADVANCED ENERGY RETROFIT ROADMAP

SUBSTANTIAL PROJECT TEAM GUIDE

Implementation of the Integrated Design (ID) Process for Substantial Retrofits

REFERENCE MANUAL

INTEGRATED DESIGN IN PRACTICE

COMPREHENSIVE RETROFITS

Substantial/Comprehensive Organize Your Team

Occupants

Owner

Get the Project Team Guide

Schedule Your Initial Activities

Integrated Design Advanced Energy Retrofit ROADMAP

Financial Investors

Facility Manager Pre-Alignment Meeting

Modeling + Measurement

Engineering

DESIGN + RESEARCH TEAM: Dr. Franca Trubiano Kristen Albee

Suppliers

Construction

Project Team Guide

Partial Retrofit Team Member Roles Occupants

Financial Investors

Owner

Facility Manager

OWNER • Develop Customize ID Protocols • Review of Financial Incentives • Pursuit of Energy Certification

Comprehensive Retrofits

Project Team Guide Contents CONTENTS 1

INTRODUCTION

Architecture

CONCEPTUALIZATION (CONC.) PHASE 2.1 CONC. RESOURCE GATHERING (RG) STAGE 2.2 CONC. COLLABORATIVE MEETING (CM) STAGE

DESIGN DEVELOPMENT (DD) PHASE

3.2 DD COLLABORATIVE MEETING (CM) STAGE

IMPLEMENTATION DOCUMENTATION (IMP. DOC.) PHASE 4.1 IMP. DOC. RESOURCE GATHERING (RG) STAGE 4.2 IMP. DOC. COLLABORATIVE MEETING (CM) STAGE

CONSTRUCTION & M+V (C/MV) PHASE

COMMISSIONING & POST-OCCUPANCY (BCX/PO) PHASE

5.1 C/MV RESOURCE GATHERING (RG) STAGE

Subcontractors

Suppliers

Construction

M+M

Modeling + Measurement

Add Collaborative Meetings Conceptualization as Customized by Project Team

Construction Add Collaborative Meetings Add Collaborative Meetings Design Development Implementation Documentation & M+V as Customized by Project Team as Customized by Project Team

Commissioning & Post-Occupancy

CONSTRUCTION PROFESSIONAL • Construction Management • Lean Project Delivery + ID RFPs • Develop Customized ID Protocols MODELING + MEASUREMENT • ASHRAE Level III Audit + Analysis • Whole Building BIM Model of EEMs • Customized M+V + Operations

6.1 BCX/PO RESOURCE GATHERING (RG) STAGE

Alignment & Goal Setting Meeting

Add Collaborative Meetings as Customized by Project Team 3

Modeling 3 4 Strategy Design Meeting Development

Final Design Decisions Meeting

3 1

Add Collaborative Meetings as Customized by Project Team

Construction Planning Meeting

2 3

Feedback Review Meeting

2 3

COLLABORATIVE MEETING ACTIVITIES

6.2 BCX/PO COLLABORATIVE MEETING (CM) STAGE

Modeling Strategy Meeting

Pre-Alignment Alignment & Goal Meeting: Setting Meeting: -Review of ID & ID -Review of ID Protocols & Process Process -Development of Mission Statement Pre-Alignment Alignment & Goal -Alignment of Owner Setting -Development of Performance Targets Meeting: Meeting: Group of ID & ID -Goals for Free Design -Review -Review ofEnergy ID Protocols & Process -Draft of -Goals for Whole BuildingStatement Systems Process -Development of Mission Mission Statement & -Development -Goals for Predictive Modeling Targets -Alignment of Owner of Performance Preliminary Goals -Goals for Measurement + Veriﬁcation Group Energy Free Design -Schedule -Identify Scope, Budget -Draft of -Goals for WholeSchedule, Building Systems Conceptualization of the Project Team Mission Statement & -Alignment -Goals for Predictive Modeling Activities & Goals Sub-Schedule Design Development Preliminary -Goals for Measurement + Veriﬁcation Team Meetings ActivitiesScope, & Sub-Team Meetings -Schedule -Identify Schedule, Budget Conceptualization -Alignment of the Project Team Activities & Sub-Schedule Design Development COLLABORATIVE MEETING ACTIVITIES Team Meetings Activities & Sub-Team Meetings

1.2 PROJECT IMPLEMENTATION OF ID PROCESS

3.1 DD RESOURCE GATHERING (RG) STAGE

ENGINEERING PROFESSIONAL • Whole Building Design Solutions • Support of BIM Model + ID RFPs • Develop Customized ID Protocols

Engineering

Commissioning & Post-Occupancy

RESOURCE GATHERING ACTIVITIES

1.1 VALUE OF INTEGRATED DESIGN + ID PROTOCOLS

ARCHITECTURE PROFESSIONAL • Energy Free Design Solutions • Support of BIM Model + ID RFPs • Develop Customized ID Protocols

Construction & M+V

Implementation Documentation

Final Design Construction Feedback Review 1 1 Decisions Meeting Planning Meeting Meeting On-going Pre-Project Implementation Documentation Construction & M+V 2 2 Performance Resource Gathering Resource Gathering Resource Gathering Resource Gathering Evaluation On-going Pre-Project Design Development Implementation Documentation Construction & M+V Performance Resource Gathering Resource Gathering Resource Gathering Resource Gathering Sub-Team Meeting 1: Sub-Team Meeting 1: Sub-Team Meeting 1: Modeling Strategy Meeting: Sub-Team Meeting 1: On-going Resource Gathering (RG) Project Phase Evaluation Collaborative Meeting (CM) -Review & Coordinate -Review of Construction Review of Data, Development of -Energy & BIM Modeling Performance Documents, and Possible EEMs List Strategy for the Entire Project Implementation Drawings & Progress & Budget Evaluation: Financial Resources for Predictive -Final List of EEMs and Whole Building Model -Measurement Sub-Team Meeting 1: Sub-Team Meeting 1: Sub-Team Meeting 1: Modeling Strategy Meeting: Sub-Team Meeting 1: On-going Sub-Team Meeting 2: Modeling Projected& Savings for Design & Verification -Review & Coordinate -Review of Construction Review of Data, Development of -Energy BIM Modeling Performance Sub-Team Meeting 2: -Review of& Commissioning Sub-Team Meeting 2: Development (DD) of Energy Documents, and Possible EEMs List Strategy for the Entire Project Implementation Drawings & Progress Budget Evaluation: Preparation of ID RFPs Sub-Team Meeting 2: -ReviewBuilding & Coordinate Plan Savings Financial Resources for Predictive -Final List of EEMs and Whole Model -Measurement -Review of Measurement + for Professionals Predictive Model Sub-Team Meeting 3: Project Phasing, Sub-Team Meeting 2: Modeling Projected Savings for Design & Verification Construction Schedule, Verification Plan & Verification of Modeling Scenario -Commissioning Sub-Team Meeting 2: Development (DD) Sub-Team Meeting 2: -Review of Commissioning of Energy Existing Conditions Review 1 for DD & Purchase Orders Installation of Sensors & Monitoring Plan Preparation of ID RFPs Sub-Team Meeting 2: -Review & Coordinate Savings for List of Possible Solutions forMeeting EEMs 3: of Building -Review of Measurement + for Professionals Predictive Model Sub-Team Project Phasing, EEMs with Projected Sub-Team Meeting 3: Sub-Team Meeting Systems Verification of Construction Schedule, Verification Plan & 3: Modeling Scenario -Commissioning Savings Conditions Sub-Team 4: -Final Coordination -Review of Construction Installation of Sensors Existing Review 1 forMeeting DD & Purchase Orders of & Monitoring Completion Modeling for Scenario Implementation Drawings & for List of Possible Solutions EEMs of Building Whole Building Model -Review of On-going Review 2 for DD EEMs with Projected Sub-Team Meeting 3: Sub-Team Meeting 3: Systems Solutions forMeeting EEMs 4: Performance Evaluation Plan -Review of Construction Savings -Final Coordination of Sub-Team RESOURCE GATHERING ACTIVITIES Completion Modeling Scenario Implementation Drawings & Whole Building Model -Review of On-going Review 2 for DD Performance Evaluation Plan Solutions for EEMs

Pre-Alignment Meeting

Subcontractors

Design Development

Add Collaborative Meetings as Customized by Project Team

M+M

Architecture

Conceptualization

INTEGRATED DESIGN IN PRACTICE

Final Design Decisions Meeting: -Review Financial & Predictive ModelDesign Verification of Energy Efficient Final Measures (EEMs) Decisions Meeting: -ConfirmFinancial & Approve Final EEMs -Review & Predictive -Confirm & Approve + Model Verification of Measurement Energy Efficient Verification(EEMs) (M+V) Plan Measures -Confirm & Approve Schedule & Final EEMs Budget -Confirm & Approve Measurement + -Identify & Review Project Phasing Verification (M+V) Plan -Alignment of the Project Team/Project -Confirm & Approve Schedule & -Schedule Implementation Budget Documentation Activities Sub-Team -Identify & Review Project&Phasing Meetings of the Project Team/Project -Alignment -Schedule Implementation Documentation Activities & Sub-Team Meetings

Construction Planning Meeting: -Confirm & Approve Implementation Drawings Construction & Documentation Planning Meeting: -Confirm & Approve Project Phasing Implementation Drawings -Confirm & Approve Construction & Documentation Schedule & Purchase Orders -Confirm & Approve Project -Alignment Phasing of the Project Team & Project & Approve Construction -Confirm -Schedule&Construction & M+V Schedule Purchase Orders Activities & of Sub-Team Meetings -Alignment the Project Team & Project -Schedule Construction & M+V Activities & Sub-Team Meetings

Feedback Review Meeting: -Project Close-Out -Approval of On-going Feedback Review Performance Evaluation Plan Meeting: -ConfirmClose-Out & Approve -Project Longterm M+V Plan -Approval of On-going -Confirm & Approve Performance Evaluation Plan Commissioning Plan -Confirm & Approve -Review Operations LongtermofM+V Plan + Management Procedures -Confirm & Approve Commissioning Plan -Review of Operations + Management Procedures

APPENDIX

COMPREHENSIVE PROJECT TEAM GUIDE

INTEGRATED DESIGN ADVANCED ENERGY RETROFIT ROADMAP

Implementation of the Integrated Design (ID) Process for Comprehensive Retrofits

REFERENCE MANUAL

APPENDIX

INTEGRATED DESIGN ADVANCED ENERGY RETROFIT ROADMAP

GLOSSARY

REFERENCE MANUAL

GLOSSARY: GENERAL TERMS

Advanced Energy Retrofit........a building and systems based renovation of an existing structure focused on the energy savings potential of proposed retrofit activities. Resource Gathering................stages of analysis and project development with activities that are assigned to each professional team member based on their abilities. Collaborative Meeting............stages of face to face encounters of the entire project team aimed at generating key all-team decisions necessary for advancing the project in order to achieve project alignment and provide for the integrated development of the project. Mission Statement.................. a set of goals detailing vision, performance targets, budget constraints, and general principles as a method to guide and measure the projectâ&#x20AC;&#x2122;s progress and success. Integrated Design (ID) Requests for Proposals (RFPs)...solicits services from industry professionals and suppliers; sets performance based standards and financial goals for all team members; and ensures all team members have the requisite knowledge and experience for participating in an Integrated Design (ID) process. Energy Free Design Solutions...strategies that are focused on attaining minimal energy usage by using passive energy solutions, load reduction, and renewable energy sources. Whole Building Solutions........solutions that focus on evaluating the impact of retrofitting two or more building systems and the orchestration of the buildingâ&#x20AC;&#x2122;s systems as a whole.

INTEGRATED DESIGN ADVANCED ENERGY RETROFIT ROADMAP

ACRONYMS ID AER OOO RFP AEC

Integrated Design Advanced Energy Retrofit Owner, Operator, Occupant Request for Proposal Architecture, Engineering, Construction

Architecture

Engineering

Construction

M+M

Modeling + Measurement

M+V

Modeling + Verification

EEM(s)

Energy Efficient Measure(s)

EBCx

Existing Building Commissioning

DOE

Department of Energy

BTO

Building Technologies Office

CBEI

Consortium for Building Energy Innovation

SELS

Saving Energy in Leased Space

USGBC LEED HVAC BAS

GLOSSARY

Integrated Design...................collaborative process oriented set of activities for identifying shared priorities and goals in an effort to build consensus amongst all members on the retrofit team.

United States Green Building Council Leadership in Energy & Environmental Design Heating, Ventilation, Air Conditioning Building Automation System

Resource Gathering

Collaborative Meeting

REFERENCE MANUAL

100

COMPREHENSIVE RETROFITS DESIGN + RESEARCH TEAM:

SUBSTANTIAL RETROFITS PARTIAL RETROFITS LITE RETROFITS

Dr. Franca Trubiano Kristen Albee