Job/Task Analysis for an Energy/ Sustainability Manager: Public Comment Draft

Transcription

1 BUILDING TECHNOLOGIES Jo/Task Analysis for an Enrgy/ Sustainaility Managr: Puli Commnt Draft Sptmr 2011

2 DOE/GO Sptmr 2011 Print with rnwal-sour ink on papr ontaining at last 50% wastpapr, inluing 10% post-onsumr wast.

3 Enrgy/Sustainaility Managr Jo Dsription An Enrgy/Sustainaility Managr monitors nrgy an matrial onsumption in failitis y prforming sit auits an onuting nrgy an sustainaility analyss, to intify opportunitis to inras uiling ffiinis, promot rnwal rsours, an minimiz th soial, nvironmntal, an finanial impats of an organization s opration. A propos ontnt outlin rsulting from this Jo/Task Analysis follows. Enrgy/Sustainaility Managr A Dvloping Stratgi Plans B Prforming Sit Auits C Prforming Enrgy an Sustainaility Aounting an Analysis D Improving Enrgy Effiiny an Sustainaility E Communiating with Othrs This Jo/Task Analysis us input from a roa group of inustry pratitionrs an was failitat y Profssional Tsting, In. for th National Rnwal Enrgy Laoratory an th U.S. Dpartmnt of Enrgy. 3

4 Contnts 1.0 Introution Sujt Mattr Exprt Sltion Pross Jo/Task Analysis Workshop Rsults Rfrns Nomnlatur Propos Contnt Bluprint Knowlg Skills, Ailitis, an Attriuts Physial Conitions Tools, Equipmnt, an Rsours DACUM Chart

5 1.0 Introution Th National Rnwal Enrgy Laoratory sur th srvis of Profssional Tsting to hlp vlop a jo/task analysis (JTA) for nrgy/sustainaility managrs. JTA is a prour for analyzing th tasks prform y iniviuals in an oupation, as wll as th knowlg, skills, an ailitis rquir to prform thos tasks. Spifially, a JTA an fin as any systmati prour for ollting an analyzing jo rlat information to mt a partiular purpos (Raymon 2001). JTA an us to sri, lassify, an valuat jos; nsur omplian with lgal an quasi lgal rquirmnts; vlop training, promot workr moility, plan workfors, inras ffiiny an safty, an apprais prforman (Brannik t al. 2007). JTA is traitionally us y sonary an postsonary uators, tst vloprs, an usinss, inustry, govrnmnt, an military trainrs to hlp intify or knowlg aras, ritial work funtions, an skills that ar ommon aross a rprsntativ sampling of urrnt pratitionrs. This projt us th vloping a urriulum (DACUM) mtho to onut a JTA. DACUM is an oupational analysis l y a train failitator, whr pratitionrs in a spifi oupation om togthr for a multiay workshop to provi input aout th spifi tasks, knowlg, an skills n to prform thir jo. This oumnt provis raft rsults of th analysis an will form th asis for a susqunt inustry valiation phas, whr a largr group of inustry pratitionrs will valuat th list of jo rlat tasks. This group will nsur that th intifi tasks an wighting fators auratly rprsnt th jo of an nrgy/sustainaility managr. This stp will also provi an opportunity for inustry to intify any miss tasks or any that wr inlu rronously. Th ontnt prsnt in this oumnt was rat y inustry pratitionrs an is intn to portray th jo of an nrgy/sustainaility managr as urrntly prati. 2.0 Sujt Mattr Exprt Sltion Pross Profssional Tsting hlp to stalish th ritria for slting th DACUM panl of sujt mattr xprts (SMEs). To ligil for th workshop panl, appliants wr rquir to sumit an ltroni appliation an to monstrat that thy wr ativ pratitionrs in thir fil. To rat a rprsntativ panl of pratitionrs, Profssional Tsting slt SMEs from a largr appliant pool to nsur: Gographi ivrsity Rprsntation of a wi rang of xprin lvls (novi to xprt) No singl organization or organization siz ominat th group All stors wr rprsnt with no singl stor ominating (puli vrsus privat) Divrsity of inustry rlat rntials, rprsnt y th panlists. Tn appliants mting th aov ritria wr slt to rat th nrgy/sustainaility managr SME panl. 5

6 3.0 Jo/Task Analysis Workshop Th nrgy/sustainaility managr JTA workshop was hl in Grnwoo Villag, Colorao, May 24 26, Th DACUM Philosophy: Pratitionrs an sri an fin thir jos mor auratly than anyon ls. On of th most fftiv ways to fin a jo is to sri th tasks pratitionrs prform. All jos an fftivly an suffiintly sri in trms of th tasks sussful workrs prform. All tasks, to prform orrtly, man rtain knowlg, skills, ailitis, attriuts, an tools. Day 1 onsist of an introution to th DACUM pross. Th train DACUM failitator xplain th JTA pross an provi th SME panl with uty an task statmnt finitions. A uty rflts a larg ara of work for a spifi profssion; multipl tasks sri how to prform ah uty. Th prsntation thn shift to a isussion aout nrgy/sustainaility managrs, mor spifially th who, how, what, an why of th profssion. Th SME panlists ompil this information into a omprhnsiv list to aptur ky nrgy/sustainaility managr jo omponnts. Th nxt stp was to intify uty (or omain) aras. On th SME panlists rah onsnsus on th uty aras, thy linat ah uty y intifying th rquir tasks. On Day 2, th failitator projt a sprasht that ontain th intifi uty aras an orrsponing task statmnts. Th SMEs wr ask to list th stps unr ah task an to intify th knowlg, skills, ailitis, an tools n to omplt ah task. On Day 3, work onlu with th SMEs finalizing an ovrarhing jo sription for nrgy/sustainaility managrs. 4.0 Rsults This oumnt prsnts aspts of an nrgy/sustainaility managr, as aptur y th 10 mmr panl uring th May 24 26, 2011 JTA workshop in Grnwoo Villag, Colorao. Th tals that follow rflt jo rquirmnts an ar mant to provi a lar unrstaning an tail sription of th work prform. 5.0 Rfrns Brannik, M. T., Lvin, E. L., & Morgson, F. P. (2007). Jo an work analysis: Mthos, rsarh an appliations for human rsour managmnt. Thousan Oaks, CA: Sag. Raymon, M.R. (2001). Jo analysis an th spifiation of ontnt for linsur an rtifiation xaminations. Appli Masurmnt in Euation 14(4),

7 6.0 Nomnlatur Tal 1 provis a list of th aronyms an arviations us in this oumnt. In aition to inrasing th ffiiny of ommuniations, many thnial an pross aronyms ar usful in mmory rtntion an larning. Oupational aronyms ar thrfor of intrst to trainrs an urriulum signrs. Nomnlatur ANSI ASHRAE BCA BOMA CBECS DACUM GRID EIS EISA EO EPA EPAt EPEAT ESPC F GSA HVACR IESNA IFMA JTA KSA MERV MOU MSDS NEBB NEPA NPDES O&M PPE RCRA RFI RPN SME UESC US USGBC WRI Tal 1: List of Aronyms an Arviations Dfinition Amrian National Stanars Institut Amrian Soity of Hating, Rfrigrating, an Air Conitioning Enginrs Builing Commissioning Assoiation Builing Ownrs an Managrs Assoiation Intrnational Commrial Builings Enrgy Consumption Survy Dvloping a urriulum Emissions & Gnration Rsour Intgrat Dataas Environmntal impat statmnt Enrgy Inpnn an Surity At Exutiv Orr Environmntal Prottion Agny Enrgy Poliy At Eltroni Prout Environmntal Assssmnt Tool Enrgy savings prforman ontrating Fahrnhit Gnral Srvis Aministration Hating, Vntilation, Air Conitioning, an Rfrigration Illuminating Enginring Soity of North Amria Intrnational Failitis Managmnt Assoiation Jo/task analysis Knowlg, skills, an ailitis Minimum ffiiny rporting valu Mmoranum of unrstaning Matrial safty ata shts National Environmntal Balaning Burau National Environmntal Poliy At National Pollutant Disharg Elimination Systm Oprations an maintnan Prsonal prottion quipmnt Rsour Consrvation an Rovry At Rqust for information Rsponsil Purhasing Ntwork Sujt mattr xprt Utilitis nrgy srvis ontrat Unit Stats Unit Stats Grn Builing Counil Worl Rsours Institut 7

8 7.0 Propos Contnt Bluprint Th SMEs rat th list of jo rlat utis an tasks fin uring th JTA workshop as on a twofator sal: th importan of th uty ara or task to ovrall jo prforman an th frquny with whih utis an tasks ar prform. Th rsult is a wight ranking of th utis an tasks known as a ontnt luprint. Th propos ontnt luprint provis an initial asis from whih an assssmnt (.g., a rtifiation or linsur xamination) may onstrut an provis urriulum vloprs with a mol to align training to th or ns of th oupation. Tal 2: Propos Contnt Bluprint for Enrgy/Sustainaility Managrs Dutis an Tasks Wighting A Dvloping Stratgi Plans 26% 1 St up Task For 2% 2 Slt Program Tam 2% 3 Assss Existing Conitions 3% 4 Intify Futur Inustry Trns 2% 5 Estalish Goals an Targts for Stratgi Plan 3% 6 Dvlop Oprational Matrix 2% 7 Writ Enrgy Managmnt an Sustainaility Poliis, Stanars, an Guilins 3% 8 Dvlop Implmntation Plan 3% 9 Otain Stakholr Buy In 3% 10 Dvlop Enrgy an Sustainaility Program Bugt 3% B Prforming Sit Auits 18% 1 Prform Sustainaility Auit 2% 2 Prform Enrgy Auit 3% 3 Prform Watr Auit 2% 4 Prform Univrsal Wast Auit 2% 5 Evaluat Enrgy an Sustainaility Opportunitis 3% 6 Intify Non Finanial Impats 3% 7 Finaliz Sustainaility an Enrgy Rommnations 3% C Prforming Enrgy an Sustainaility Aounting an Analysis 22% Conut Builing Enrgy Moling 2% Trn Oprational Conitions 3% Bnhmark Sustainaility Prforman Masurs 3% Trak Utility Costs an Consumption 4% Trak Sustainal Purhasing Programs 2% Dvlop Prforman Mtris for Enrgy an Sustainaility Initiativs 3% Calulat Caron Footprint 2% Dtrmin Savings an Avoian 3% 8

9 Tal 2 (Continu): Propos Contnt Bluprint for Enrgy/Sustainaility Managrs Dutis an Tasks Wighting D Improving Enrgy Effiiny an Sustainaility 22% 1 Improv Oprations an Maintnan Prours 3% 2 Optimiz Systm Effiiny 3% 3 Ensur Optimum Prforman of Equipmnt 3% 4 Manag Continuous Commissioning 3% 5 Intgrat Enrgy an Sustainaility Initiativs into Oprations an Maintnan 3% 6 Implmnt Enrgy Consrvation an Sustainaility Masurs 4% 7 Plan for Nw Constrution 3% E Communiating with Othrs 12% 1 Provi Enrgy an Sustainaility Upats 3% 2 Partiipat in Thir Party Rognition Programs 3% 3 Crat a Cultur of Sustainaility 3% 4 Crat Puli Outrah Program 3% Total 100% 9

10 8.0 Knowlg Th SMEs intifi an atgoriz spifi typs of knowlg n to a profiint nrgy/sustainaility managr (Tal 3). Gnral knowlg aras (alulations, asi masurmnts, an ommuniations), although not xlusiv to this oupation, wr also intifi using a group onsnsus pross (Tal 4). Th panlists onlu that a pratitionr must mastr th knowlg in oth tals to omptnt as an nrgy/sustainaility managr. Tal 3: Spializ Knowlg Rquir of Enrgy/Sustainaility Managrs Spializ Knowlg Aptal sustainaility prouts GRID Aounting prinipls Eltrial nginring prinipls Basi arhittur Eltrial quipmnt oprations Basi hmistry Eltrial systms Basi nginring Emrging nrgy an sustainaility thnologis Basi physis Emrging watr thnologis Bnhmarking Enrgy aounting an analysis Bounary onitions Enrgy an sustainaility st pratis Bugt approval an sumission prosss Enrgy onsrvation prinipls Builing automation systms Enrgy markt Builing os Enrgy statuts an rquirmnts Builing onstrution thniqus Enrgy usag intnsity Builing inustry Enginring st pratis Builing managmnt systms trns Enginring onomis Builing oprations Enginring ruls of thum Builing systms/intrations Environmntal impats Businss aumn Environmntal prfral purhasing ritria Caron footprints Environmntal prfral purhasing lgislativ manats Caron offsts Environmntal prfral purhasing prinipls Chang managmnt Environmntal rgulations Claning prinipls Equipmnt apailitis/lifyls/oprations Commissioning prinipls/prours/stanars Equipmnt ratings Community ns, onrns, an stanars Equipmnt spifiations Constrution finan Expansion an ontration plans Constrution law Expt outoms of nrgy improvmnts Constrution thniqus Faility shuls Control systms an vis Finanial prinipls an managmnt Convrsion rats Finaning options Corporat soial rsponsiility Ful supply an priing Cost avoian alulations Funing sours Cultural awarnss Futur utility rats Customr ns Grn raning Data logging Grnhous gas aounting Data normalization Grnhous gas missions Data valiation prosss Historial onsumption ata Disount rats Implmntation osts Drawing an spifiation intrprtation Inoor nvironmntal quality Eonomi analysis thniqus Inustry nhmarks Eonomis of natural rsours Inustry sorars an ashoars 10

11 Tal 3 (Continu): Spializ Knowlg Rquir of Enrgy/Sustainaility Managrs Spializ Knowlg Inustry sustainaility stanars an st pratis Purhasing prours Inustry trns Rat opportunitis an programs Instrumntation apailitis Rgional an stat ap an tra programs Intlltual proprty limitations Rnwal nrgy trns Irrigation systms Safty pratis Lifyl ost analysis thniqus Sop I, II, an III Loal ryling apailitis Smart gri thnologis Loal sustainaility os an rquirmnts Stanars of onsumption Loal wast managmnt oprators Storm watr st managmnt pratis Markting thniqus Sujt mattr xprtis Masurmnt an vrifiation prours Sustainaility goals Masurmnt an vrifiation stanars Sustainaility prout availaility Mhanial nginring prinipls Sustainaility statuts an rquirmnts Mhanial systms Systm intrations/ontrols/oprations Moling thniqus Thnial ailitis of prsonnl NPDES rgulations Tst an alan prosss O&M st pratis Tst quipmnt oprations O&M historial an urrnt pratis Thir party rtifiation systms/rquirmnts O&M rquirmnts Thir party rognition appliation pross Oupant onrns an ns Thir party rognition osts Offst markt Thir party rognition program ritria Oprational purpos Timlins for implmntation Oprational shuls Tripl ottom lin Organizational harts Utility ommoity prourmnt Organizational ultur Utility ontrats Organizational goals an nhmarks Utility rat strutur an ost rakowns Organizational oprations Utility units, ills, an illing rats Organizational philosophy on sustainaility Variaility of quipmnt loaing Organizational poliis on mia intration Wants an ns of stakholrs Organizational rturn on invstmnts Wast olltion pratis Organizational strutur Wast ivrsion opportunitis/rats Pluming os Wast managmnt pratis Pluming quipmnt oprations Wast provirs Pluming systms Wast rution prinipls Powr purhas agrmnts Watr ffiiny thnologis Prvious nrgy onsrvation masurs Watr managmnt st pratis Prourmnt stanars Watr rats Program managmnt Watr rution prinipls Projt managmnt Watr systms hmial tratmnts Psyhromtris of air 11

12 Tal 4: Gnral Knowlg Rquir of Enrgy/Sustainaility Managrs Gnral Knowlg Calulations Chang numrs from frations into imals an ak Prform mathmatial oprations with frations Chang numrs from prntags into imals an ak Prform simpl math oprations of aition Collt information to solv a prolm Prform simpl math oprations of ivision Compar numrs Prform simpl math oprations of multipliation Figur avrags Prform simpl math oprations of sutration Mak rough stimats Solv formula alulations with mor than on unknown Masur angls Solv formula alulations with on unknown Multiply an fator algrai xprssions Solv prnt prolms Prform angular alulations Solv prolms with graphs Prform math oprations using xponntial numrs Solv ratio prolms Prform math oprations using sign (positiv an ngativ) numrs Transfr numr squns from a sour into a olumn Prform math oprations using singl an multipl igit numrs Us a alulator Prform mathmatial oprations with imals Basi Masurmnts Calulat th primtr an aras of ommon figurs Masur volum (ui inhs, litrs, t.) Convrt masurmnts from on unit into anothr (English to mtri, t.) Masur wights using vis alirat in ouns Estimat an approximat masurmnts Masur wights using vis alirat in pouns Fin istans an irtions on lan maps Ra an apply offiint masurmnts iniat in a tal or hart Fin th imnsions of an ojt from a sal rawing Ra an us th sal of a rawing Mak simpl sal rawings Ra masurmnts takn with ommon masuring tools Masur ara (squar inhs, squar ntimtrs, t.) Ra, intrprt, an us siz sal rlationships Masur lngth to 1/16 of an inh Ror masurmnts, using appropriat unit notations (ft, yars, t.) Masur linar istans (lngth, with, t.) Us tools to masur quantitis an solv prolms involving masurmnts Masur tmpratur to within 1 gr F 12

13 Tal 4 (Continu): Gnral Knowlg Rquir of Enrgy/Sustainaility Managrs Gnral Knowlg Communiations Apply assrtivnss Prsnt to othrs Ask qustions Ra an follow a map, hart, plan, t. Communiat using th voaulary/trminology of a rlat tra Ra an follow irtions foun in quipmnt manuals an o ooks Communiat with o workrs an/or usinss popl in writing (lttrs, mmos) Ra an intrprt irtions foun on lals, pakags, or instrution shts Communiat with o workrs an/or usinss popl vrally (fa to fa) Ra os (uiling os, ltrial os, stanars, t.) Communiat with o workrs an/or usinss popl vrally (tlphon, raio) Ra rawings an spifiations shts Compar nams Ra flowharts Evaluat options/altrnativs Ra information from tals an graphs (ar, irl, t.) Evaluat solutions Ra statistial ata Explain prours Rsarh information Fin information in atalogs Spak to larg groups Fin information in rfrns (mahinry hanook, tap/rill harts, t.) Summariz information Follow vral jo instrutions Writ rports Listn Writ wors an numrs lgily Partiipat in rainstorming 13

14 9.0 Skills, Ailitis, an Attriuts A profiint workr posssss ky skills, ailitis, an attriuts that influn jo suss. Skills ar vlop through xprin an training an may apply to a wi rang of tasks; propr skills nal workrs to prform thir tasks with prision an quality. Ailitis an attriuts ar mor funamntal than knowlg an skills; thy rprsnt unrlying, nuring traits, oth ognitiv an physial, that support th sussful prforman of a wi rang of jo tasks. Th panlists intifi task spifi skills an ailitis, as wll as roa attriuts (.g., analyti, rativ, patint), to fin th rommn traits an nrgy/sustainaility managr shoul possss (Tal 5). Human Rsour profssionals an jo analysts oftn analyz skills, ailitis, an attriuts to ompar jos in trms of workr haratristis. Tal 5: Skills, Ailitis, an Attriuts Rquir of Enrgy/Sustainaility Managrs Skills, Ailitis, an Attriuts Aility to analyz ills Goal orint Aounting skills Inustrious Aurat/pris Initiativ Aaptal/flxil Intgrity Analytial skills Intrviw skills Basi math skills Invstigativ skills Bluprint raing skills Lak of prjui (ias) Caring/rsptful Larship skills Chang managmnt skills Listning skills Common sns Manag strss/prssur Communiation skills Markting skills Community rlations skills Mastr planning skills Computr skills Miation skills Confint/slf stm Mting fftivnss skills Contrating skills Mtr raing skills Cooprativ Mtri skills Coorination skills Multi taskr Cost stimating skills Nat Courtous/frinly Ngotiation/prsuasion skills Crativ thinking skills Ntworking skills Critial thinkr Organizational skills Customr orint Patin Dpnal Popl/soial skills Dtail orint Prsistnt Eagr to larn nw things Politial skills Enrgy aounting an analysis skills Positiv attitu Enrgy analysis skills Prsntation skills Enthusiasti/passionat Pri in jo Estimating skills Prioritization skills Ethial Profssional Fous Projt managmnt skills Fr of sustan aus Puli rlations skills 14

15 Tal 5 (Continu): Skills, Ailitis, an Attriuts Rquir of Enrgy/Sustainaility Managrs Skills, Ailitis, an Attriuts Puli spaking skills Tahing skills Quality fous Tam playr Rsarh skills Thnial raing skills Rsponsil/aountal Thnial writing skills Safty onsious Tim managmnt skills Sals skills Tolrant Shuling skills Troulshooting skills Slf motivat Tuning skills Sprasht skills Writing skills Tatful 15

16 10.0 Physial Conitions In any jo, th nvironmnt in whih tasks ar omplt an th spifi physial rquirmnts nssary to omplt ah task must unrstoo. Awarnss of physial onitions is usful for a varity of purposs, inluing rgonomi sign, safty analysis, an th intifiation of jo lmnts that ar m ssntial funtions for omplian with Th Amrians with Disailitis At. Tal 6 ontains th list of panlist rommn physial onitions an nrgy/sustainaility managr shoul possss. Tal 6: Physial Conitions Rommn for Enrgy/Sustainaility Managrs Physial Conitions Carry ojts of up to 25 pouns Work aroun or nar magnti quipmnt or matrials Clim lars, stairs, pols, t. using lgs an/or arms Work at hights of 1 to 25 ft aov groun or floor lvl Crawl or rp Work at hights of 26 to 75 ft aov groun or floor lvl Dtt anormal noiss Work in hanging tmpraturs (in an out of uilings rpatly) Fl siz, shap, an tmpratur or txtur of ojts with th hans Work in onfin spas Har sph Work in amp plas (high humiity, som staning watr) Hol or mov ojts using th fingrs Work in ry plas (laking any natural moistur or humiity) Jug pth (th position an istan of ojts) with th ys Work in ust, oils, fums, or smlls Lift ojts from groun to ovrha lvl Work in high tmpraturs (85 to 130 grs F) Lift ojts from groun to waist lvl Work in low tmpraturs (0 to 45 grs F) Lift ojts from waist to ovrha lvl Work in noisy plas (85 ils or highr with ar prottion) Rah with arms an hans in any irtion Work insi S an isriminat olors Work on slippry surfas S larly at 20 ft or mor (with/without optial assistan) Work outsi S larly at 20 inhs or lss (with/without optial assistan) Work whil sitting or staning on high roofs, ovrhangs, or I ams Sit part of th tim Work whil staning on portal lars Stan at all Work whil staning on saffoling Stan part of th tim Work whil waring prottiv quipmnt (rspirators, hoos, t.) Stoop, knl, or rouh Work with hans an arms ovr ha lvl Talk Work with or nar firglass or asstos matrials Walk Writ or typ at a fast sp Work aroun or nar high voltag powr sours or quipmnt 16

17 11.0 Tools, Equipmnt, an Rsours Eah oupation rquirs a uniqu st of support matrials. It is important to intify th tools, quipmnt, an othr tangil ojts, as wll as th rsours (.g., information thnologis, os an stanars) rquir for a workr to fftivly aomplish tasks. Tal 7 lists th panlist intifi invntory of tools, quipmnt, an rsours nssary to prform th intifi tasks. Tal 7: Tools, Equipmnt, an Rsours Us y Enrgy/Sustainaility Managrs Tools, Equipmnt, an Rsours Gnral Tools, Equipmnt, an Rsours ASHRAE Grn Glos Balan sor ar Grn Guar BCA Grn Sal Bnhmarking ata GSA Binoulars Halth whit paprs BOMA stanars IESNA Bugting IFMA nhmark stanars Builing automation systm Inustry prioials Builing os Inustry poliy tmplats Builing rawings Inustry sustainaility puliations Builing managmnt systm Instrumntation an ontrol thniians Camra Las21 Caron footprint alulator Lar Caron footprint Lifyl ost analysis CBECS Light mtr Climat rgistry Magnifying glass Commissioning oumntation Manufaturr's rprsntativ Community partnrs Markting matrials Computr MERV Contat lists Mirror Control systms Moling Corrosion monitoring systms MSDS Cost stimating Multimtr Dashoar NEBB Data loggrs Not takr Dataas managmnt O&M manuals Dsign onsultants O&M staff GRID Oupant omfort survy Enrgy xutiv orrs Oprational shul ENERGY STAR portfolio managr Organizational prsonnl EPA Organizational styl guis EPA NPDES Outsi vnors EPEAT Pitot tus ESPC Plasti iograal ags Fans Pluming os Finanial analysis tmplat Portfolio managr Flow ags PPE Flow mtrs Prati Grnhalth Glovs Prsntation 17

18 Tal 7 (Continu): Tools, Equipmnt, an Rsours Us y Enrgy/Sustainaility Managrs Tools, Equipmnt, an Rsours Gnral Tools, Equipmnt, an Rsours Prss rlas guilins Tst an alan organizations Prssur gaug Tst an alan thniians Prout supply vnors Tst quipmnt Prout vnors Thrmal gun Profssional assoiations Thir party rtifiation rfrn matrials Profssional ntwork Thir party rtifiation systms/rquirmnts Program tam Training failitis Projt oumnts Training matrials Promotional matrials Transportation xutiv orrs Purhasing UESC Rat shuls Ultrasoni tstr RCRA USGBC RPN Utility ills Sal Utility ompany rats Shuling Utility provirs Sop of work tmplats Utility thnial assistan Srwrivr Utility traking Sht plasti Vio onfrning thnology Soial ntwork Wast ills Soni ttors Wast provirs Sprasht Watr Sns Stro Wathr ata Survy tools W vloprs Sustainaility xutiv orrs Whol uiling sign gui Sustainaility impat whit paprs Wor prossing Sustainaility plans Work orr systm Tam hartr tmplat WRI protools Tst an alan ontrators Cos, Stanars, an Guilins ASHRAE Stanar Thrmal Environmntal Conitions for Human Oupany (ANSI approv) ASHRAE Stanar Vntilation for Aptal Inoor Air Quality (ANSI approv) ASHRAE Stanar Enrgy Stanar for Builings Expt Low Ris Rsintial Builings (ANSI approv; IESNA o sponsor) ASHRAE Stanar Wathr Data for Builing Dsign Stanars (ANSI approv) ASHRAE Stanar Stanar for th Dsign of High Prforman Grn Builings (ANSI approv; USGBC an IESNA o sponsor) EISA 2007 EPA NPDES EPAt 2005 Exutiv Orr Fral Faility Risharing Program Exutiv Orr January 2007, Strngthning Fral Environmntal, Enrgy, an Transportation Managmnt. (Rpals: E.O , 1998; E.O , 1999; E.O , 1999; E.O , 2000; E.O , 2000) 18

19 Tal 7 (Continu): Tools, Equipmnt, an Rsours Us y Enrgy/Sustainaility Managrs Tools, Equipmnt, an Rsours Cos, Stanars, an Guilins Exutiv Orr Otor 5, 2009, Fral Larship in Environmntal, Enrgy, an Eonomi Prforman Fral Larship in High Prforman an Sustainal Builings MOU 2006; Rfr to th Guiing Prinipls for Fral Larship in High Prforman an Sustainal Builings MOU Guilin HVACR Thnial Rquirmnts for th Commissioning Pross NEPA; RCRA Stion 6002 US Co Titl 5, Part III, Supart F, Chaptr 79, Stion 7905 Programs to Enourag Commuting y Mans Othr Than Singl Oupany Vhils 19

20 12.0 DACUM Chart Th DACUM hart (Tal 8) is a taular rprsntation of th JTA. Capital lttrs intify major jo uty aras. Numrs intify tasks, an lowras lttrs intify th stps rquir to aomplish ah task. Moving horizontally aross th hart, ajant olumns tail (1) spializ knowlg, (2) skills an ailitis, an (3) tools, quipmnt, an rsours rquir to prform ah task. Th information ontain in ths olumns is rlat to ah task an os not nssarily orrspon to a spifi stp. Th importan of th DACUM hart is to show th rlationship twn jo tasks an th spializ knowlg, skills an ailitis, an tools, quipmnt, an rsours rquir to prform ah task. This onpt, all jo rlatnss, is ssntial to omplian with ky lgal an profssional valiity stanars prtaining to th us of JTA information in mploy sltion. Suh information is also ritial to th vlopmnt of high staks assssmnts for oupational linsing an rtifiation xaminations. Th DACUM hart pits th jo lmnt rlationships assoiat with ah task, an an thrfor asily us to assss th rlvan of urrnt programs (urriulum), vlop instrutional ojtivs an training ontnt, squn instrutional matrials, an vlop xamination, omptny, an prforman valuation instrumnts. 20

21 A Tal 8: DACUM Chart for Enrgy/Sustainaility Managrs Dutis, Tasks, an Stps Spializ Knowlg Skills an Ailitis Dvloping Stratgi Plans 1 St up Task For a f g h Intify ky mmrs Intify stakholrs Intify task for lar Intify purpos of task for St up task for mting shul Invit task for mmrs Crat task for hartr Promot task for Organizational ultur Larship skills Mting fftivnss skills Ntworking skills Organizational skills Tim managmnt skills 2 Slt Program Tam a Intify span of ontrol Assss KSAs of staff Intify program tam omptny ns Otain tam ommitmnt Ensur tam ivrsity f Otain managmnt uy in 3 Assss Existing Conitions a Intify mission of organization f g h Intify othr groups prforming similar tasks Poll managmnt ounil Intify organizational strutur Invstigat histori ata Intify vision of organization Dtrmin aslin of sustainaility program Intify stakholrs Organizational strutur Sujt mattr xprtis Builing oprations Builing systms/intrations Enrgy statuts an rquirmnts Inustry sustainaility stanars an st pratis Organizational strutur Stanars of onsumption Sustainaility statuts an rquirmnts Contrating skills Larship skills Miation skills Ngotiation/prsuasion skills Analytial skills Communiation skills Computr skills Critial thinkr Larship skills Mastr planning skills Politial skills Tools, Equipmnt, an Rsours Not takr Vioonfrning thnology Computr Tam hartr tmplat Vioonfrning thnology Computr Dataas managmnt Prsntation Sprasht 21

22 A Tal 8 (Continu): DACUM Chart for Enrgy/Sustainaility Managrs Dutis, Tasks, an Stps Spializ Knowlg Skills an Ailitis Dvloping Stratgi Plans 4 Intify Futur Inustry Trns a Rsarh sours of nrgy Intify futur rat projtions Intify upoming utility rat programs Intify availaility of sustainaility thnologis Intify inustry mtris f Assss omptitiv trns g Assss rgulatory trns h Rsarh mrging thnologis i Attn inustry onfrns j Ra inustry prioials 5 Estalish Goals an Targts for Stratgi Plan a f g Rviw aslin rsults Intify manat goals Intify managmnt sir goals Doumnt nrgy an sustainaility goals Prform gap analysis Assss fasiility of goals Align sustainaility goals with organizational goals Dfin stratgi ojtivs h 6 Dvlop Oprational Matrix a Intify stakholrs Prform impat assssmnt Crat an xution plan Dtrmin rviw pross Analyz surity onstraints Basi nginring Basi physis Builing inustry Eonomis of natural rsours Utility ontrats Basi physis Expt outoms of nrgy improvmnts Inustry sustainaility stanars an st pratis Intlltual proprty limitations Organizational harts Analytial skills Larship skills Ntworking skills Politial skills Basi math skills Politial skills Communiation skills Mastr planning skills Organizational skills Popl/soial skills Rsarh skills Tools, Equipmnt, an Rsours Computr Inustry prioials Prout vnors Profssional assoiations Profssional ntwork Balan sor ar Computr Dashoar Computr Contat lists Oprational shul 22

23 A Tal 8 (Continu): DACUM Chart for Enrgy/Sustainaility Managrs Dutis, Tasks, an Stps Spializ Knowlg Skills an Ailitis Dvloping Stratgi Plans 7 Writ Enrgy Managmnt an Sustainaility Poliis, Stanars, an Guilins a Otain organization's styl gui f g h i j k l m n o p Partiipat in ommitts an workgroups Rsarh sustainaility lgislativ rquirmnts Rsarh sustainaility inustry trns Dtrmin purpos of poliis, stanars, an guilins Crat wast managmnt stanars, an guilins Crat nrgy ffiiny poliis, stanars, an guilins Crat watr ffiiny poliis, stanars, an guilins Crat omfort poliis, stanars, an guilins Crat altrnativ nrgy poliis, stanars, an guilins Crat intgrat pst managmnt poliy Crat nvironmntal prfral purhasing poliy Crat inoor air quality guilins Crat laning poliis, stanars, an guilins Crat transportation poliis, stanars, an guilins Crat thir party rtifiation ritria Community ns, onrns, an stanars Enrgy statuts an rquirmnts Environmntal rgulations Inustry sustainaility stanars an st pratis Loal sustainaility os an rquirmnts Organizational goals an nhmarks Sustainaility statuts an rquirmnts Thir party rtifiation rquirmnts 23 Communiation skills Larship skills Politial skills Rsarh skills Tam playr Writing skills Tools, Equipmnt, an Rsours ASHRAE Builing os Computr Enrgy xutiv orrs ENERGY STAR EPA NPDES Grn Glos Inustry poliy tmplats Organizational styl guis Prati Grn Halth Sustainaility xutiv orrs Thir party rtifiation rfrn matrials Transportation xutiv orrs US Grn Builing Counil Watr Sns

24 A Tal 8 (Continu): DACUM Chart for Enrgy/Sustainaility Managrs Dutis, Tasks, an Stps Spializ Knowlg Skills an Ailitis Dvloping Stratgi Plans 7 Writ Enrgy Managmnt an Sustainaility Poliis, Stanars, an Guilins q Intify ommunity onrns 8 Dvlop Implmntation Plan a Crat initiativs to mt goals f g h i Dvlop sustainaility mtris Dvlop timlins for implmntation Intify rsponsil partis for implmntation Intify funing sours Estimat nrgy savings Estimat first ost Prioritiz nrgy an sustainaility iniativs Intify tools an rsours rquir for initiativs Upat implmntation plan j 9 Otain Stakholr Buy In a Euat stakholrs f g h Prform strngth, waknsss, opportunitis, an thrats analysis Prpar nfit analysis Crat narrativ for auin Giv prsntations to stakholrs Ask stakholrs for input Rspon to stakholr qustions Provi ongoing upats to stakholrs Enrgy statuts an rquirmnts Finaning options Sustainaility goals Sustainaility statuts an rquirmnts Timlins for implmntation Organizational ultur Wants an ns of stakholrs Estimating skills Organizational skills Shuling skills Writing skills Communiation skills Community rlations skills Listning skills Ngotiation/prsuasion skills Prsntation skills Puli rlations skills Puli spaking skills Sals skills Writing skills Tools, Equipmnt, an Rsours Cost stimating Lifyl ost analysis Shuling Computr Prsntation 24

25 A Tal 8 (Continu): DACUM Chart for Enrgy/Sustainaility Managrs Dutis, Tasks, an Stps Spializ Knowlg Skills an Ailitis Dvloping Stratgi Plans 10 Dvlop Enrgy an Sustainaility Program Bugt a f g h i j k l m n Rviw historial utility onsumption ata Rviw historial sustainaility program xpnss Forast projt implmntation ns Intify funing sours Intify altrnativ finaning mhanisms Intify annual projt ugt Intify annual training ugt Intify annual wast managmnt ugt Intify annual utility ugt Intify annual outrah ugt Intify thir party rtifiation xpnss Compil total program ugt Sumit program ugt Upat program ugt Bugt approval an sumission prosss Emrging nrgy sustainaility thnologis Enrgy markt Enrgy statuts an rquirmnts Expansion an ontration plans Funing sours Futur utility rats Historial onsumption ata Offst markt Powr purhas agrmnts Rat opportunitis an programs Rnwal nrgy trns Sustainaility statuts an rquirmnts Utility ommoity prourmnt Aounting skills Analytial skills Basi math skills Communiation skills Ngotiation/prsuasion skills Ntworking skills Politial skills Sals skills Tools, Equipmnt, an Rsours Bugting Portfolio managr Prout supply vnors Sprasht Utility provirs Utility units, ills, an illing rats Wast ills 25

26 B Tal 8 (Continu): DACUM Chart for Enrgy/Sustainaility Managrs Dutis, Tasks, an Stps Spializ Knowlg Skills an Ailitis Prforming Sit Auits 1 Prform Sustainaility Auit a Evaluat lansaping thniqus f g h i j k l m Evaluat xtrior lighting for light pollution Evaluat uiling an harsap managmnt pratis Evaluat xtrior pst managmnt pratis Evaluat storm watr managmnt pratis Evaluat uiling nvlop Evaluat inoor nvironmntal quality Evaluat thrmal omfort Evaluat filtration systms Evaluat laning program Rviw purhasing rors Gnrat ation itm list Intify sustainaility opportunitis Aptal sustainaility prouts Builing oprations Eltrial systms Inustry sustainaility stanars an st pratis Mhanial systms NPDES rgulations Storm watr st managmnt pratis Sustainaility statuts an rquirmnts Thir party rtifiation systms/rquirmnts Analytial skills Communiation skills Invstigativ skills Listning skills Troulshooting skills Writing skills Tools, Equipmnt, an Rsours ASHRAE Builing os Camra Grn Glos Grn Guar Grn Sal Lar MERV MSDS Oupant omfort survy PPE Profssional assoiations Tst quipmnt USGBC Whol uiling sign gui Wor prossing 26

27 B Tal 8 (Continu): DACUM Chart for Enrgy/Sustainaility Managrs Dutis, Tasks, an Stps Spializ Knowlg Skills an Ailitis Prforming Sit Auits 2 Prform Enrgy Auit a Invntory nrgy onsuming quipmnt f g h i j k l m n o p q r Evaluat systm ffiiny Dtt laks (.g., watr, stam, air) Prpar apital rplamnt list Analyz rat strutur Rviw historial onsumption usag Rviw historial onsumption osts Analyz onsumption trns Crat invntory shul Alloat onsumption y systm or uiling Intrviw uiling oupants Intrviw faility staff Install roring quipmnt Ror nrgy masurmnts Analyz nrgy onsumption ata Rviw nrgy managmnt ontrol systm Evaluat uiling nvlop Crat nrgy onsrvation opportunitis list Builing onstrution thniqus Control systms an vis Eltrial nginring prinipls Eltrial quipmnt oprations Equipmnt apailitis/lifyls/oprations Masurmnt an vrifiation stanars Mhanial nginring prinipls Pluming quipmnt oprations Safty pratis Smart gri thnologis Tst quipmnt oprations Analytial skills Invstigativ skills Troulshooting skills Tools, Equipmnt, an Rsours Binoulars Camra Control systms Lar Light mtr Magnifying glass Mirror Multimtr Pitot tus Stro Tst quipmnt Thrmal gun Ultrasoni tstr 27

28 B Tal 8 (Continu): DACUM Chart for Enrgy/Sustainaility Managrs Dutis, Tasks, an Stps Spializ Knowlg Skills an Ailitis Prforming Sit Auits 3 Prform Watr Auit a Invntory watr onsuming quipmnt Evaluat flow rats Prform watr lak ttion Compil watr usag an ost Gathr watr usag ata f Analyz watr an swr utility ata g Crat watr us aslin h Dtrmin oupany rats an shuls i Analyz wastwatr quality j Evaluat irrigation systms k Crat watr onsrvation opportunitis list 4 Prform Univrsal Wast Auit a f g h i j Dtrmin wast sours Collt rprsntativ wast stram Dtrmin onsistny of wast stram Coorinat olltion with janitorial staff Sgrgat wast into atgoris Wigh ollt wast y atgory Evaluat wast olltion mtho Calulat total wast gnrat Calulat wast ivrsion rats Intify opportunitis for improvmnt Basi hmistry Emrging watr thnologis Irrigation systms Pluming os Pluming systms Watr ffiiny thnologis Watr managmnt st pratis Watr rats Watr systms hmial tratmnts Builing oprations Loal ryling apailitis Loal wast managmnt oprators Safty pratis Wast olltion pratis Wast managmnt pratis Analytial skills Communiation skills Invstigativ skills Analytial skills Coorination skills Tools, Equipmnt, an Rsours Flow ags Flow mtrs Pluming os Prssur gaug Soni ttors Sprasht Tst quipmnt Camra Fans Glovs Plasti iograal ags PPE Sal Sht plasti Sprasht 28

29 B Tal 8 (Continu): DACUM Chart for Enrgy/Sustainaility Managrs Dutis, Tasks, an Stps Spializ Knowlg Skills an Ailitis Prforming Sit Auits 5 Evaluat Enrgy an Sustainaility Opportunitis a Intify nrgy an sustainaility opportunitis Calulat nrgy an sustainaility savings Prform lifyl ost analysis Prioritiz nrgy an sustainaility opportunitis Builing systms/intrations Disount rats Eonomi analysis thniqus Enrgy aounting an analysis Enginring onomis Ful supply an priing Implmntation osts Lifyl ost analysis thniqus Organizational rturn on invstmnts Utility units, ills, an illing rats 6 Intify Non Finanial Impats a f g Evaluat wast rution impats Evaluat grnhous gas impats Evaluat oprational impats Evaluat ommunity impats Evaluat ommunity halth impats Evaluat impats to oupants Dtrmin rognition opportunitis Caron footprints Community ns, onrns, an stanars Corporat soial rsponsiility Inustry sustainaility stanars an st pratis Oupant onrns an ns Thir party rtifiation systms/rquirmnts Tripl ottom lin Analytial skills Basi math skills Communiation skills Crativ thinking skills Dtail orint Invstigativ skills Analytial skills Communiation skills Crativ thinking skills Politial skills Puli rlations skills Sals skills Tools, Equipmnt, an Rsours Finanial analysis tmplat Lifyl ost analysis Sprasht Caron footprint alulator Halth whit paprs Inustry sustainaility puliations Sprasht Sustainaility impat whit paprs 29

30 B C Tal 8 (Continu): DACUM Chart for Enrgy/Sustainaility Managrs Dutis, Tasks, an Stps Spializ Knowlg Skills an Ailitis Prforming Sit Auits 7 Finaliz Sustainaility an Enrgy Rommnations a Evaluat rsults of finanial an nonfinanial analysis Slt nrgy an sustainaility masurs Dvlop implmntation plan Distriut plan for stakholr Enginring onomis Finanial prinipls an managmnt Inustry sustainaility stanars an st pratis rviw Prforming Enrgy an Sustainaility Aounting an Analysis 1 Conut Builing Enrgy Moling a Dvlop uiling haratristi assumptions Input aslin as faility paramtrs Input sir faility paramtrs Evaluat moling rsults R valuat assumptions as on moling rsults Emrging nrgy sustainaility thnologis Enginring st pratis Enginring ruls of thum Mhanial nginring prinipls Moling thniqus f Valiat th moling rsults with nrgy auit finings g h Intrprt moling rsults Choos st mol option Analytial skills Communiation skills Enrgy aounting an analysis skills Markting skills Mastr planning skills Ngotiation/prsuasion skills Prioritization skills Writing skills Analytial skills Computr skills Tools, Equipmnt, an Rsours Prsntation Sprasht Wor prossing ASHRAE Builing rawings Computr IESNA Moling 30

31 C Tal 8 (Continu): DACUM Chart for Enrgy/Sustainaility Managrs Dutis, Tasks, an Stps Spializ Knowlg Skills an Ailitis Prforming Enrgy an Sustainaility Aounting an Analysis 2 Trn Oprational Conitions a Slt faility ontrol points Install instrumntation Valiat aliration of instrumntation Collt ata from instrumntation Valiat rsults of instrumntation f Intrprt trning rsults g Prsnt trning rsults 3 Bnhmark Sustainaility Prforman Masurs a f Normaliz ata ollt unr sit auits Dtrmin appropriat nhmarks Compar ata to nhmarks Prform gap analysis Intrprt nhmark rsults Intify potntial nrgy an sustainaility opportunitis Control systms an vis Eltrial systms Instrumntation apailitis Mhanial systms Enrgy usag intnsity Inustry nhmarks Organizational goals an nhmarks Utility units, ills, an illing rats Analytial skills Prsntation skills Analytial skills Tools, Equipmnt, an Rsours Computr Data loggrs Sprasht BOMA stanars CBECS Computr ENERGY STAR IFMA nhmark stanars Las 21 Profssional ntwork Utility traking 31

32 C Tal 8 (Continu): DACUM Chart for Enrgy/Sustainaility Managrs Dutis, Tasks, an Stps Spializ Knowlg Skills an Ailitis Prforming Enrgy an Sustainaility Aounting an Analysis 4 Trak Utility Costs an Consumption a Invntory mtr loations f g h i j k l m n o p Intify what is mtr Intify mtr ownr Trak utility usag an ost y faility Trak utility usag an ost y systm Trak utility usag an ost y portfolio Trak utility usag an ost y pross Trak utility usag an ost y mtr an su mtr Trak utility usag an ost y quipmnt Trak utility usag an ost y ltrial panl Trak utility usag an ost y organizational strutur Trak utility usag an ost y stakholr Trak utility usag an ost y utility typ Analyz pak man osts Rqust ltroni vrsion of utility ill Ronil utility ill to mtr raing Utility units, ills, an illing rats Convrsion rats Data logging Utility rat strutur an ost rakowns Analytial skills Mtr raing skills Tools, Equipmnt, an Rsours Computr Sprasht Utility traking Wathr ata 32

33 C Tal 8 (Continu): DACUM Chart for Enrgy/Sustainaility Managrs Dutis, Tasks, an Stps Spializ Knowlg Skills an Ailitis Prforming Enrgy an Sustainaility Aounting an Analysis 5 Trak Sustainal Purhasing Programs a Otain ata on all purhass f Catgoriz ata on all purhass Evaluat ata on all purhass Compar to sustainaility ritria Calulat sustainaility purhasing prntag Doumnt omplian with nvironmntal prfral purhasing ritria Emrging nrgy sustainaility thnologis Environmntal prfral purhasing ritria Environmntal prfral purhasing lgislativ manats Prourmnt stanars Purhasing prours Sustainaility prout availaility 6 Dvlop Prforman Mtris for Enrgy an Sustainaility Initiativs a Intify nrgy an sustainaility goals Inustry sorars an ashoars f Dtrmin how to masur goals Ensur managmnt ommitmnt Communiat goals an purposs to stakholrs Masur ongoing progrss R valuat goals an mtris Communiation skills Dtail orint Invstigativ skills Thnial raing skills Analytial skills Communiation skills Dtail orint Invstigativ skills Mtri skills Prsntation skills Tools, Equipmnt, an Rsours ENERGY STAR EPA EPEAT GSA Purhasing RCRA RPN Sprasht Sprasht 33

34 C Tal 8 (Continu): DACUM Chart for Enrgy/Sustainaility Managrs Dutis, Tasks, an Stps Spializ Knowlg Skills an Ailitis Prforming Enrgy an Sustainaility Aounting an Analysis 7 Calulat Caron Footprint a Dtrmin aron footprint ounary Dtrmin inlusion of sop I, II, an/or III missions Dtrmin aron footprint tool Gathr rquir aron footprint ata Caron footprints Caron offsts GRID Grnhous gas missions Rgional an stat ap an tra programs Sop I, II, an III Valiat aron footprint input ata f Calulat aron footprint g Catgoriz rsults y sour h Intify aron footprint rution opportunitis Analytial skills Dtail orint Prsntation skills Tools, Equipmnt, an Rsours Caron footprint Climat rgistry GRID WRI protools 34

35 C Tal 8 (Continu): DACUM Chart for Enrgy/Sustainaility Managrs Dutis, Tasks, an Stps Spializ Knowlg Skills an Ailitis Prforming Enrgy an Sustainaility Aounting an Analysis 8 Dtrmin Savings an Avoian a Outlin quipmnt systm haratristis assumptions f g h i j k l m n o p q Collt oupany nsus Collt oprating shuls Collt wathr ata Aount for prvious nrgy onsrvation projts on sam systm Collt utility onsumptions Compar utility onsumptions to aslin Calulat grnhous gas rutions Estalish rat an usag forast Utiliz utility rat strutur for ost avoian Calulat wast rution an avoian Dtrmin loa fators Dtrmin powr fators Calulat nfits an pnaltis from othr systm intrations Calulat total ost savings an avoian Calulat total non finanial savings an avoian Calulat ltrial loss rutions Eltrial nginring prinipls Environmntal impats Finanial prinipls an managmnt Grnhous gas aounting Mhanial nginring prinipls Prvious nrgy onsrvation masurs Systm intrations/ontrols/oprations Variaility of quipmnt loaing Wast ivrsion opportunitis Wast ivrsion rats Aounting skills Analytial skills Basi math skills Enrgy analysis skills Invstigativ skills Tools, Equipmnt, an Rsours Caron footprint alulator GRID Rat shuls Sprasht Utility provirs Utility units, ills, an illing rats Wast provirs 35

36 D Tal 8 (Continu): DACUM Chart for Enrgy/Sustainaility Managrs Dutis, Tasks, an Stps Spializ Knowlg Skills an Ailitis Improving Enrgy Effiiny an Sustainaility 1 Improv Oprations an Maintnan Prours a Soliit nrgy onsrvation an sustainaility opportunitis ias Rviw xisting O&M prours Upat xisting O&M prours Euat O&M staff rgaring nrgy an sustainaility pratis Bnhmarking Equipmnt apailitis/lifyls/oprations Emrging nrgy sustainaility thnologis Inustry sustainaility stanars an st pratis O&M historial an urrnt pratis O&M rquirmnts Systm intrations/ontrols/oprations Analytial skills Communiation skills Invstigativ skills Markting skills Writing skills Tools, Equipmnt, an Rsours O&M manuals Profssional assoiations Survy tools Wor prossing Work orr systm 36

37 D Tal 8 (Continu): DACUM Chart for Enrgy/Sustainaility Managrs Dutis, Tasks, an Stps Spializ Knowlg Skills an Ailitis Improving Enrgy Effiiny an Sustainaility 2 Optimiz Systm Effiiny a Intify aras for improvmnt f g h i j k l m n o Rviw uiling managmnt systm paramtrs Analyz oprating onitions of uiling managmnt systm Conut fil survy Monitor onitions in all oupany mos Compar oprations with sign paramtrs Compar oprations with st pratis Evaluat impats of hangs on oupant omfort Vrify sussful prforman Prform maintnan oprational hk Right sizing quipmnt Moify pross flows Evaluat appropriatnss of systm typ Optimiz squn of oprations an ontrols Soliit manufaturr rprsntativ for systm oprational apailitis Bounary onitions Builing automation systms Builing os Builing managmnt systms trns Customr ns Eltrial nginring prinipls Enrgy statuts an rquirmnts Equipmnt apailitis Faility shuls Mhanial nginring prinipls Oprational purpos Oprational shuls Psyhromtris of air Sustainaility statuts an rquirmnts Tst an alan prosss Analytial skills Communiation skills Invstigativ skills Troulshooting skills Tuning skills Tools, Equipmnt, an Rsours Builing automation systm Builing managmnt systm Instrumntation an ontrol thniians Manufaturr's rprsntativ O&M manuals O&M staff Srwrivr Tst quipmnt 37

38 D Tal 8 (Continu): DACUM Chart for Enrgy/Sustainaility Managrs Dutis, Tasks, an Stps Spializ Knowlg Skills an Ailitis Improving Enrgy Effiiny an Sustainaility 3 Ensur Optimum Prforman of Equipmnt a Vrify prvntativ maintnan is ing prform Rviw quipmnt prforman against spifiations Vrify propr opration of quipmnt omponnts Rviw quipmnt ffiinis Engag manufaturr's rprsntativ for fatory approv start up Bnhmarking Eltrial nginring Emrging nrgy sustainaility thnologis Equipmnt oprations Equipmnt ratings Equipmnt spifiations Mhanial nginring O&M st pratis 4 Manag Continuous Commissioning a f g Ra uiling managmnt systm rports Ra trning rports Qury nrgy managmnt systm Monitor uiling nrgy managmnt alarms Ensur post ommissioning st points ar still in pla Auit post ommissioning st points Ensur instrumntation an ontrols ar funtional Basi nginring Builing automation systms Commissioning prinipls/prours/stanars Masurmnt an vrifiation prours Systm intrations/ontrols/oprations Tst an alan prosss Analytial skills Communiation skills Invstigativ skills Troulshooting skills Tuning skills Analytial skills Computr skills Dtail orint Invstigativ skills Organizational skills Patin Thnial writing skills Troulshooting skills Tuning skills Tools, Equipmnt, an Rsours Bnhmarking ata O&M manuals O&M staff Tst quipmnt ASHRAE BCA Builing automation systm NEBB Tst an alan organizations Tst an alan thniians 38

39 D Tal 8 (Continu): DACUM Chart for Enrgy/Sustainaility Managrs Dutis, Tasks, an Stps Spializ Knowlg Skills an Ailitis Improving Enrgy Effiiny an Sustainaility 5 Intgrat Enrgy an Sustainaility Initiativs into Oprations an Maintnan a Intify stakholr involvmnt f g h i j k l m Intify hurls to implmntation Sur finanial rsours Sur human rsours Otain stakholr uy in Implmnt pilot program Euat stakholrs rgaring nw initiativs Intify xtrnal support for initiativs Buil infrastrutur to support initiativ Masur suss of pilot program Ajust pilot program Implmnt initiativ Prform ongoing masurmnt an managmnt of initiativ Claning prinipls Enrgy onsrvation prinipls Environmntal prfral purhasing prinipls Inoor nvironmntal quality Inustry sustainaility stanars an st pratis Inustry trns Mhanial nginring prinipls Organizational oprations Organizational strutur Thnial ailitis of prsonnl Tripl ottom lin Wast rution prinipls Watr rution prinipls Analytial skills Communiation skills Larship skills Organizational skills Politial skills Prsntation skills Puli spaking skills Tahing skills Writing skills Tools, Equipmnt, an Rsours ASHRAE ENERGY STAR O&M staff Prsntation Profssional assoiations Sprasht Thir party rtifiation rquirmnts Wor prossing 39

40 D Tal 8 (Continu): DACUM Chart for Enrgy/Sustainaility Managrs Dutis, Tasks, an Stps Spializ Knowlg Skills an Ailitis Improving Enrgy Effiiny an Sustainaility 6 Implmnt Enrgy Consrvation an Sustainaility Masurs a Rviw nrgy onsrvation or sustainaility gaps f g h i j k l m n o p q r s Intify projt rquirmnts Evaluat projt spifi sit logistis Invstigat fasiility of implmntation Engag stakholrs for input on optimum solution Apply for nrgy rats Crat a sop of work Prpar ost stimats Otain projt funing Intify livrals rquir y projt Writ spifiations rquir to omplt livrals Rqust proposals or quotations Analyz proposals or quotations Slt an awar projt Coorinat training of maintnan staff Valiat ompltion (ommissioning) of projt Conut masurmnt an vrifiation rquirmnts Otain projt oumntation that rflts as uilt onitions Notify finan of apital projt ompltion for priation start at Aounting prinipls Commissioning prinipls/prours/stanars Constrution finan Constrution law Constrution thniqus Control systms an vis Inustry sustainaility stanars an st pratis Masurmnt an vrifiation stanars Mhanial nginring prinipls Projt managmnt Rat opportunitis an programs Thir party rtifiation systms/rquirmnts 40 Analytial skills Aounting skills Cost stimating skills Politial skills Projt managmnt skills Tools, Equipmnt, an Rsours Dsign onsultants ESPC Shuling Sop of work tmplats UESC Utility ompany rats

41 D Tal 8 (Continu): DACUM Chart for Enrgy/Sustainaility Managrs Dutis, Tasks, an Stps Spializ Knowlg Skills an Ailitis Improving Enrgy Effiiny an Sustainaility 7 Plan for Nw Constrution a Intify opportunitis to inorporat utility rats an inntivs Estalish nrgy an sustainaility projt goals an targts Estalish nrgy an sustainaility sign paramtrs Rviw masurmnt an vrifiation plan Rviw projt oumnts for omplian with nrgy an sustainaility goals an targts Basi arhittur Basi nginring Commissioning prinipls/prours/stanars Constrution thniqus Drawing an spifiation intrprtation Enrgy an sustainaility st pratis Thir party rtifiation systms/rquirmnts f Maximiz instrumntation to aptur nrgy onsumption g Prpar onstrution wast managmnt rquirmnts h Intify sustainal ritria for prouts an matrials i Prpar inoor nvironmntal quality onstrution rquirmnts j Mak rommnations for hangs uring sign to nrgy an sustainaility projt goals an targts k l m Rspon to RFIs Ovrs ommissioning pross Prpar rosion an simntation ontrol rquirmnts n Vrify omplian with thir party rtifiation Analytial skills Bluprint raing skills Communiation skills Dtail orint Invstigativ skills Organizational skills Thnial writing skills Tools, Equipmnt, an Rsours Commissioning oumntation PPE Profssional assoiations Projt oumnts Sustainaility plans Tst an alan ontrators Thir party rtifiation rfrn matrials Utility thnial assistan 41