Using the ACG Energy Management Process. Presented By: Andrew Heitman CxA, EMP, CEM, CEA, CBCP Chair ACG Energy Management Program

Transcription

1 Making the Business Case for Energy Management Projects Using the ACG Energy Management Process ASSESS EXPLORE INVESTIGATE ANALYZE IMPLEMENT ACCEPT MANAGE Making Cents out of Reducing Energy Usage Presented By: Andrew Heitman CxA, EMP, CEM, CEA, CBCP Chair ACG Energy Management Program Design Construct Operate Sustain passion for performance!

2 Agenda : Learning Objectives & Discussion Energy Management industry approaches and the key differentiators to the ACG Energy Management Process Continuities between Commissioning and Energy Management Developing a business case for implementation of Commissioning-based Energy Management Professional services business model of the ACG Energy Management Process and efforts by Professional throughout Holistic evaluation of facility improvement Presentation of potential benefits during early phases of Energy Management as well as confirming those benefits in later phases Developing and maintaining a client beyond individual project through continuous Energy Management and On-going Cx

3 Agenda : The ACG Energy Management Process The ACG Energy Management Process Principles, Philosophy, Content ACG Energy Management and ASHRAE Audit Levels Energy Management Process Overview Business Model of EMP and Various Applications Making and Sustaining the Business Case Keys to Success throughout h t the Energy Management Process Examples of Real World Reports, Documents, Proposals Open Discussion / Questions THROUGHOUT

4 ACG Energy Management Process Applying the skills and technical knowledge of Energy Management through the focused, process-based approach of Commissioning PRINCIPLES CONTENT OBJECTIVES ASSESS EXPLORE INVESTIGATE ANALYZE IMPLEMENT ACCEPT MANAGE

5 ACG Energy Management Program PRINCIPLES Independence Energy Management practiced in accordance to the ACG process provides holistic, testing-based energy management integrated with third-party ACG Commissioning services maintaining Owner Advocacy throughout the process THE PROFESSIONAL SERVICE IS THE PRODUCT! Optimum Performance + Efficiency address energy efficiency as well as building performance enhancement Team Based collaborative team approach among the EMP, Owner, building operation & management personnel, test and balance professional, commissioning agent, and others Cx and TAB are vital and inseparable components of EVERY energy management project to investigate, measure, optimize, and maintain efficient and acceptable building performance

6 ACG Energy Management Program PHILOSOPHY What is Energy Management to the ACG EM Process? A systematic and holistic process of identifying where and why energy is used in a facility and using that information to continuously measure, manage, and minimize the energy consumption while meeting performance standards. What is an ACG Energy Management Professional? A professional consultant who by demonstrated experience and education possesses the technical, management, and interpersonal skills to effectively lead an Energy Management Team through the ACG Energy Management Process resulting in achievement of the Owner s stated performance goals.

7 The Energy Management Professional (EMP) EMP Prerequisite Skills & Experience: Energy Analysis Capabilities Commissioning (CxA) Knowledge EMP Ancillary Knowledge Base: Test, Adjust, Balance MEP Design Fundamentals Measurement & Verification Scheduling (CPM) Building Automation System Cost Estimation O&M Practices Building Envelope Sustainability Continuous Monitoring Project Management Emissions Reporting

8 The ACG Energy Management Process CONTENT Seven distinct phases of the ACG Energy Management Process ASSESS -Project Assessment EXPLORE - Energy Use Exploration INVESTIGATE Site Investigation ANALYZE ECM/FIM & EBCx Analysis IMPLEMENT - Plan Implementation ACCEPT - Project Acceptance MANAGE - Continuous Energy Management ASSESS EXPLORE INVESTIGATE ANALYZE IMPLEMENT ACCEPT MANAGE

9 COMPREHENSIVE ENERGY MANAGEMENT PROCESS Traditional Energy Audits too often result in technical reports without a clear implementation path or specific plan for continuous monitoring to ensure the persistence of improved performance INVESTMENT GRADE AUDIT ASSESS EXPLORE INVESTIGATE ANALYZE IMPLEMENT ACCEPT MANAGE COMPREHENSIVE ENERGY MANAGEMENT PROCESS Comprehensive Energy Management is intended to provide an integrated process for project implementation, verification, and continual monitoring for sustainable performance

10 ACG EMP = ASHRAE AUDIT LEVEL EQUIVALENCE The ACG Energy Management Process can be compared to the three ASHRAE Energy Audit levels as follows: ASHRAE LEVEL III AUDIT ASHRAE LEVEL II AUDIT LEVEL I ASSESS EXPLORE INVESTIGATE ANALYZE IMPLEMENT ACCEPT MANAGE ACG ENERGY MANAGEMENT PROCESS Implementation, Acceptance, and Continual Monitoring are CORE components of the ACG Energy Management Process

11 ACG EMP = ASHRAE AUDIT LEVEL EQUIVALENCE ASHRAE LEVEL I ASSESS Prelim Energy-Use Analysis / Walk-Through Survey ASHRAE Audit Level Defined: Identify no-cost and low-cost energy saving opportunities, and a general view of potential capital improvements. Activities include an assessment of energy bills and a brief site inspection of your building. Establishes the general energy savings potential of a building or which buildings in a portfolio have the greatest potential savings. ASSESS EXPLORE INVESTIGATE ANALYZE IMPLEMENT ACCEPT MANAGE

12 ACG EMP = ASHRAE AUDIT LEVEL EQUIVALENCE ASHRAE LEVEL I ASSESS Prelim Energy-Use Analysis / Walk-Through Survey ACG EMP ASSESS ASSESS ASSESS ASSESS Required Audit Tasks Per ASHRAE (1) Conduct Preliminary Energy Use Analysis (PEA) Conduct walk-through survey Identify low-cost/no-cost recommendations Identify capital improvements All Energy Audit Tasks required for an ASHRAE Level I Audit are included in the requirements of the ACG Energy Management Process Guideline to complete Phase 1 Project Assessment. (1) 2011 ASHRAE Procedures for Commercial Energy Audits, 2 nd Ed.

13 ACG EMP = ASHRAE AUDIT LEVEL EQUIVALENCE ASHRAE LEVEL I ASSESS Prelim Energy-Use Analysis / Walk-Through Survey ACG EMP Required Report Features Per ASHRAE (1) Estimate savings from utility rate change Compare EUI to EUIs of similar sites Summarize utility data Estimate savings if EUI were to meet target Summary of activities completed during EMP Assessment Phase (equivalent to ASHRAE Level I Audit) are provided in the Proposal for Further Exploration. (1) 2011 ASHRAE Procedures for Commercial Energy Audits, 2 nd Ed.

14 ACG EMP = ASHRAE AUDIT LEVEL EQUIVALENCE ASHRAE LEVEL II ASSESS EXPLORE INVESTIGATE Energy Survey and Analysis ASHRAE Audit Level Defined: Identify no-cost and low-cost opportunities, and also provide ECM recommendations in line with financial plans and potential capital intensive energy saving opportunities. Includes an in-depth analysis of energy costs, energy usage and building characteristics and a more refined survey of how energy is used in your building. ASSESS EXPLORE INVESTIGATE ANALYZE IMPLEMENT ACCEPT MANAGE

15 ACG EMP = ASHRAE AUDIT LEVEL EQUIVALENCE ASHRAE LEVEL II ASSESS EXPLORE INVESTIGATE Energy Survey and Analysis ACG EMP EXPLORE EXPLORE INVESTIGATE INVESTIGATE Required Audit Tasks Per ASHRAE (1) Review mechanical and electrical design and condition and O&M practices Measure key parameters Analyze capital measures (savings & costs, including interactions) Meet with Owner / Operators to review recommendations All Energy Audit Tasks required for an ASHRAE Level II Audit are included in the requirements of the ACG Energy Management Process Guideline to complete Phase 2 Energy Use Exploration and Phase 3 Site Investigation. (1) 2011 ASHRAE Procedures for Commercial Energy Audits, 2 nd Ed.

16 ACG EMP = ASHRAE AUDIT LEVEL EQUIVALENCE ASHRAE LEVEL II ASSESS EXPLORE INVESTIGATE Energy Survey and Analysis ACG EMP Required Report Features Per ASHRAE (1) Estimate low-cost / no-cost savings Calculate detailed end-use breakdown Estimate capital project costs and savings Complete building description and equipment inventory (1) 2011 ASHRAE Procedures for Commercial Energy Audits, 2 nd Ed.

17 ACG EMP = ASHRAE AUDIT LEVEL EQUIVALENCE ASHRAE LEVEL II ASSESS EXPLORE INVESTIGATE Energy Survey and Analysis ACG EMP Required Report Features Per ASHRAE (1) Document general description of considered measures Recommend measurement & verification method Perform financial analysis of recommended EEMs Summary of activities completed during Energy Exploration and Investigation Phase (equivalent to ASHRAE Level II Audit) are provided in the Proposal for Further Analysis. (1) 2011 ASHRAE Procedures for Commercial Energy Audits, 2 nd Ed.

18 ACG EMP = ASHRAE AUDIT LEVEL EQUIVALENCE ASHRAE LEVEL III ASSESS EXPLORE Detailed Analysis of Capital Intensive Modifications INVESTIGATE ANALYZE ASHRAE Audit Level Defined: Also known by many as an Investment Grade Analysis (IGA). Provides solid recommendations and financial analysis for major capital investments. In addition to Level I and Level II activities, Level III audits include additional more detailed monitoring, data collection, and engineering analysis activities. ASSESS EXPLORE INVESTIGATE ANALYZE IMPLEMENT ACCEPT MANAGE

19 ACG EMP = ASHRAE AUDIT LEVEL EQUIVALENCE ASHRAE LEVEL III ASSESS EXPLORE Detailed Analysis of Capital Intensive Modifications INVESTIGATE ANALYZE ACG EMP INVESTIGATE ANALYZE ANALYZE Required Audit Tasks Per ASHRAE (1) Conduct additional testing and monitoring Perform detailed system modeling Provide schematic layouts for recommendations All Energy Audit Tasks required for an ASHRAE Level III Audit are included in the requirements of the ACG Energy Management Process Guideline to complete Phase 4 ECM / FIM and EBCx Analysis. (1) 2011 ASHRAE Procedures for Commercial Energy Audits, 2 nd Ed.

20 ACG EMP = ASHRAE AUDIT LEVEL EQUIVALENCE ASHRAE LEVEL III ASSESS EXPLORE Detailed Analysis of Capital Intensive Modifications INVESTIGATE ANALYZE ACG EMP Required Report Features Per ASHRAE (1) Write detailed description of recommended measures Compile detailed EEM cost estimates Summary of activities completed during EMP ECM/FIM and EBCx Analysis Phase (equivalent to ASHRAE Level III Audit) are provided in the Implementation Proposal. (1) 2011 ASHRAE Procedures for Commercial Energy Audits, 2 nd Ed.

21 ENERGY AUDIT & MANAGEMENT MUST BE FLEXIBLE Audit Levels / EMP Phases: flexible & blurry The lines between levels of audits and phases of energy management are not explicit and vary between projects based on types of measures and analysis required for each project. ASHRAE (1) : There are not sharp boundaries between these levels. The levels are general categories for identifying the type of information i that can be expected and an indication i of the level l of confidence in the results. (1) 2011 ASHRAE Procedures for Commercial Energy Audits, 2 nd Ed.

22 CERTIFICATIONS, CERTIFICATIONS, & PROCESS Certifications having to do with demonstrating competency within the realm of energy management are numerous and some have been around for quite some time questions naturally arise What makes the ACG Energy Management Professional (EMP) Certification different? OTHER Skill-set based Knowledge based Incremental services Compartmentalized ACG EMP Process based Commissioning Continual model All Inclusive

23 Energy Management Process Overview Project Initiation PROJECT ASSESS SMENT Client Consultation Preliminary Site Assessment Benchmarking Proposal for Further Exploration develop the client s goals and gauge a building s potential for reducing energy use and improving performance. EXPLORE INVESTIGATE ANALYZE IMPLEMENT ACCEPT MANAGE

24 Energy Management Process Overview Obtaining Energy Information Energy Use Index Utility Rate Analysis SE ON ERGY US LORATIO ENE EXPL Annual Energy Balance Historical Energy Use Proposal for Further Investigation Analyze energy data and identify current and historical patterns to inform measure selection ASSESS INVESTIGATE ANALYZE IMPLEMENT ACCEPT MANAGE

25 Energy Management Process Overview Logistics, Elements, and Tools Data Collection SITE INV VESTIGA ATION EBCx Activities ECM / FIM Refinement Proposal for Further Analysis Perform field testing and refine potential measures DETAILED INVESTIGATION HIGHLIGHTS CORE COMPONENT AND DIFFERENTIATION OF CX-BASED ENERGY MANAGEMENT ASSESS EXPLORE ANALYZE IMPLEMENT ACCEPT MANAGE

26 Energy Management Process Overview Produce detailed analyses of measures and quantify savings and performance improvement potential & YSIS M / FIM & x ANALY ECM EBCx Engage the team Cost & Savings Estimates Summarizing Recommendations Confirming the Business Case Securing Client Approval ASSESS EXPLORE INVESTIGATE IMPLEMENT ACCEPT MANAGE

27 Energy Management Process Overview Planning ECMs / FIMs EBCx Activities Test, Adjust, Balance Develop and execute plans, commission new systems, and perform existing building commissioning tasks IMPLEM MENTAT TION ASSESS EXPLORE INVESTIGATE ANALYZE ACCEPT MANAGE

28 Energy Management Process Overview Cx Activities Written Materials Changes to Operations and Maintenance Measurement and Verification Perform functional tests and document measures implemented. Begin M&V activities FINAL ACCEPTA ANCE ASSESS EXPLORE INVESTIGATE ANALYZE IMPLEMENT MANAGE

29 Energy Management Process Overview Planning On-Going Commissioning Enhanced Operations and Maintenance Sustaining Performance Implement On-Going Commissioning activities and regular updates NERGY ENT UOUS EN NAGEME ONTINU MAN C ASSESS EXPLORE INVESTIGATE ANALYZE IMPLEMENT ACCEPTANCE

30 ACG EMP Professional Services Business Model The ACG Energy Management Process was devised as an incremental pay-as-you-go professional service model in which the scope of services and thereby the cost of the next phase is determined by the data and discoveries of the preceding phase FROM EMP SERVICE FEE PROPOSED BY ASSESS EXPLORE INVESTIGATE ANALYZE PROPOSAL FOR FURTHER EXPLORATION PROPOSAL FOR FURTHER INVESTIGATION PROPOSAL FOR FURTHER ANALYSIS IMPLEMENTATION PROPOSAL EXPLORE INVESTIGATE ANALYZE IMPLEMENT ACCEPT MANAGE

31 ACG EMP Professional Services Business Model Potential Professional Services Fee package approaches: Incremental Professional Services #1 #2 #3 #4 ASSESS EXPLORE INVESTIGATE ANALYZE IMPLEMENT ACCEPT MANAGE Fully Incremental & Optional #5 #6 Implement, Accept ACG GUIDELINE STARTING POINT Flexible Model

32 ACG EMP Professional Services Business Model Potential Professional Services Fee package approaches:? FREE? Investigate & Analyze PROPOSAL STEP #1?? ASSESS EXPLORE INVESTIGATE ANALYZE IMPLEMENT ACCEPT MANAGE Particularly applicable for existing clients and non- capital intensive projects ( EBCx / Building Tune-Ups ) PROPOSAL STEP #2 Implement, Accept, Monitor MODIFY FOR SPECIFIC PROJECTS & CLIENTS

33 ACG EMP Professional Services Business Model Potential Professional Services Fee package approaches: Comprehensive EBCx & Energy Management Proposal? FREE? PROPOSAL STEP #1 Possible Additional Services ASSESS EXPLORE INVESTIGATE ANALYZE IMPLEMENT ACCEPT MANAGE Flexible Approach for mixed project types requiring less Funding Authorizations but still allows changes based on findings and analysis during the Investigation & Analysis MODIFY FOR SPECIFIC PROJECTS & CLIENTS

34 ACG EMP Professional Services Business Model Potential Professional Services Fee package approaches: Defining Scope Investigate & Analyze STEP #1 #2 #3 ASSESS EXPLORE INVESTIGATE ANALYZE IMPLEMENT ACCEPT MANAGE More applicable for obvious capital intensive projects (high h level l of investment) PROPOSAL STEP #4 Implement, Accept, Monitor MODIFY FOR SPECIFIC PROJECTS & CLIENTS

35 ACG EMP Professional Services Business Model Potential Professional Services Fee package approaches: Level I Level II Level III #1 #2 #3 ASSESS EXPLORE INVESTIGATE ANALYZE IMPLEMENT ACCEPT MANAGE Service Proposals for ASHRAE Audit Levels I, II, III PROPOSAL STEP #4 Implement, Accept, Monitor MODIFY FOR SPECIFIC PROJECTS & CLIENTS

36 ACG EMP Professional Services Business Model Potential Professional Services Fee package approaches: Continual or Periodic Services As-Requested Recurring Fee Structure STEP #2 MANAGE ASSESS EXPLORE INVESTIGATE ANALYZE IMPLEMENT ACCEPT Recently New Buildings (On-Going Commissioning) MODIFY FOR SPECIFIC PROJECTS & CLIENTS STEP #3 As-Required

37 BREAK TIME & GROUP DISCUSSION Questions from Audience? Success stories? Difficulties experienced?

38 Energy Management Process Overview Building Success One Step at a time Business Keys CONTINUOUS MANAGEMENT FINAL ACCEPTANCE IMPLEMENTATION ECM / FIM & EBCX ANALYSIS SITE INVESTIGATION ENERGY USE EXPLORATION PROJECT ASSESSMENT

39 Energy Management Process Overview Building Success One Step at a time Business Keys CONTINUOUS MANAGEMENT FINAL ACCEPTANCE IMPLEMENTATION ECM / FIM & EBCX ANALYSIS SITE INVESTIGATION ENERGY USE EXPLORATION IDENTIFY OPPORTUNITY POTENTIAL SAVINGS OWNER CONFIDENCE POTENTIAL MEASURES

40 Making and Sustaining the Business Case through EMP MISSION: PROJECT ASSESS SMENT - Launch the energy management project for a building or set of buildings - Hold productive meetings with the client and other team members to outline goals and install confidence in the project - Conduct an initial site visit and capture preliminary data - Benchmark building energy performance - Provide Proposal for Further Exploration (which is also Assessment Report / ASHRAE Level I)

41 Making and Sustaining the Business Case through EMP BUSINESS KEYS: PROJECT ASSESS SMENT - Learn to identify opportunities that present themselves not only as EBCx or Energy Management service requests. Create opportunities with existing clients. - Gain the CONFIDENCE of the Owner / Client by thorough research and professional service - Ability to estimate overall potential savings of a project within reasonable confidence level to qualify a project - By way of preliminary assessment activities be able to provide a list of potential energy conservation or facility improvement measures

42 Making and Sustaining the Business Case through EMP IDENTIFY OPPORTUNITIES PROJECT ASSESS SMENT Where are the opportunities to pursue an EBCx / Energy Management projects? Everywhere you look!!! The key is how to recognize which ones to pursue and how to build and sustain those opportunities

43 Making and Sustaining the Business Case through EMP IDENTIFY OPPORTUNITIES PROJECT ASSESS SMENT Opportunities to provide Cx-Based Energy Management do not always present themselves that specifically Recognizing Opportunity: - Signs of inefficiency and poor performance - Needs for equipment replacement - Long-term facility asset planning - Energy Management position created by Owner - Desire for a Sustainability or Performance Rating - Independent analysis required or preferred - Recently completed Commissioning projects!?

44 Making and Sustaining the Business Case through EMP GAIN CONFIDENCE OF OWNER / CLIENT PROJECT ASSESS SMENT First impressions are everything.. Even if this is a Client for which you have provided other services. It is VITAL to gain the confidence and trust by thorough research and professional service Confidence Building : - Selecting a proper team for each project type do not pretend to be something that you are not - Preliminary Site Assessment can make or break an opportunity particularly for new client contact - Being prepared and thorough at consultation and site visit be aware of using Owner / Client time wisely Ideal EMP Clients: existing clients, portfolio clients

45 Making and Sustaining the Business Case through EMP PROJECT ASSESS SMENT PROJECT INITIATION From the beginning g the Energy Management Process is a collaborative, team-based approach: EMP Client Owner ENERGY MANAGEMENT PROJECT TEAM Building Occupants O&M Staff TAB, Cx, and other Contractors Involving a team can provide more credibility when presenting preliminary findings to justify continuing

46 Making and Sustaining the Business Case through EMP PRELIMINARY SITE ASSESSMENT PROJECT ASSESS SMENT - Bring tools for basic testing purposes (temp, RH, fc) - Results of client consultation will help to guide the preliminary site assessment tasks - Ask questions and gather information from building staff take pictures of equipment, nameplates, etc. - Observe and gaining g familiarity with how the building systems appear to be operating Take only basic Begin to Interview and measurements identify ask questions of to gauge system potential ECMs building staff and operation and FIMs occupants

47 Making and Sustaining the Business Case through EMP PRELIMINARY SITE ASSESSMENT TYPICAL QUESTIONS / INFO : (small example) PROJECT ASSESS SMENT - Type, age, condition of primary equipment - Do systems appear to be maintaining IAQ (temp, humidity, CO2, illumination) - Observe building envelope conditions, properties - When is outside air being gprovided? Does it appear that adequate amount of OA supplied? - Determine the type, condition of control system PURPOSE: to gather information to support the magnitude of potential energy reduction which may be indicated by the Benchmarking / Energy Analysis

48 Making and Sustaining the Business Case through EMP DDC SNAPSHOT ANALYSIS PROJECT ASSESS SMENT (thumb-drive for capturing screen shots from BAS)

49 Making and Sustaining the Business Case through EMP PROJECT ASSESS SMENT PRELIMINARY SITE ASSESSMENT Projects tend to track toward two different types or some blend thereof - information obtained at the client consultation / preliminary site visit begins to determine this path: NEVER MAKE DECISION USING BENCHMARKING WITHOUT THE JUSTIFICATION OF A SITE ASSESSMENT CAPITAL INVESTMENT PROJECTS MIX SYSTEMS TUNING PROJECTS

50 Making and Sustaining the Business Case through EMP ESTIMATING POTENTIAL SAVINGS PROJECT ASSESS SMENT Objective of Benchmarking: - Quantify relative facility performance by comparing its metrics to those of similar facilities. - Preliminary sense of the magnitude of savings possible through EBCx / Energy Management Methods: (many more methods possible) - Energy Star Portfolio Manager - CBECS - Building portfolio data (Owner, EMP, other source) - EMP Experience

51 Making and Sustaining the Business Case through EMP ENERGY STAR BENCHMARKING PROJECT ASSESS SMENT Ensure space types are characterized correctly. Enter as close to whole building usage as can be obtained.

52 Making and Sustaining the Business Case through EMP ENERGY STAR BENCHMARKING PROJECT ASSESS SMENT Enter building space type, occupancy, conditioning, operating hours Input energy usage data from utility bills Obtain Energy Star Score (for supported building types) - Scores range from 0 (worst) to 100 (best). - Energy Star Score is used to determine eligibility for buildings to achieve an Energy Star Rating and LEED EB Certification (minimum of 69) if being pursued NEW Portfolio Manager site is launching soon!

53 Making and Sustaining the Business Case through EMP ENERGY STAR BENCHMARKING PROJECT ASSESS SMENT - Use Target Finder to quantify the amount of improvement to reach a specific energy star score

54 Making and Sustaining the Business Case through EMP ENERGY STAR BENCHMARKING PROJECT ASSESS SMENT - Use Target Finder to quantify the amount of improvement to reach a specific energy star score

55 Making and Sustaining the Business Case through EMP CBECS REFERENCE BUILDING COMPARISON (1) PROJECT ASSESS SMENT Benchmark EUI using data tables: 1) Identify similar buildings by climate zone, use, and other characteristics. 2) Convert all facility energy usage (electric, natural gas, district sources, etc.) to Btu or kbtu. 3) Calculate EUI metric in units of kbtu / gsf / year. 4) Compare project facility data to comparable buildings in tables / construct a reference building. CBECS Homepage: / 2012 CBECS survey to be conducted starting in April 2013!! (1) Commercial Building Energy Consumption Survey

56 Making and Sustaining the Business Case through EMP CBECS REFERENCE BUILDING COMPARISON PROJECT ASSESS SMENT

57 Making and Sustaining the Business Case through EMP CBECS REFERENCE BUILDING COMPARISON PROJECT ASSESS SMENT Project building existing EUI of 126 constructed reference building with an EUI of 99.3

58 Making and Sustaining the Business Case through EMP CBECS REFERENCE BUILDING COMPARISON PROJECT ASSESS SMENT Combining preliminary site visit observations and on-site consultation with the reference building energy intensity a target EUI range is selected which is justified by identified potential ECM Remember this is an estimated MAGNITUDE of savings to justify proceeding further with the EM efforts

59 Making and Sustaining the Business Case through EMP CBECS REFERENCE BUILDING COMPARISON PROJECT ASSESS SMENT Utility-specific EUI targeting for potential savings: Potential Magnitude: $25,609 $65,581

60 Making and Sustaining the Business Case through EMP CBECS REFERENCE BUILDING COMPARISON PROJECT ASSESS SMENT Utility-specific EUI targeting for potential savings: Potential Magnitude: $59,800 - $69,769 TOTAL PROJECT POTENTIAL: $85,409 - $135,350

61 Making and Sustaining the Business Case through EMP PORTFOLIO BENCHMARKING ALL PROJECT ASSESS SMENT dollars / gsf / year kbtu / gsf / year

62 Making and Sustaining the Business Case through EMP PORTFOLIO BENCHMARKING ALL PROJECT ASSESS SMENT TYPE OF BUILDINGS? xxx SORT PORTFOLIO INTO COMPARABLE PEER GROUPS kbtu / gsf / year

63 Making and Sustaining the Business Case through EMP PORTFOLIO BENCHMARKING PEER GROUP PROJECT ASSESS SMENT POTENTIAL

64 Making and Sustaining the Business Case through EMP OTHER POTENTIAL INDICATORS TREND PROJECT ASSESS SMENT Consumption increase over long term without due cause quantifies potential savings Applicable to building tune-up / EBCx specific project types

65 Making and Sustaining the Business Case through EMP PROPOSAL FOR FURTHER EXPLORATION PROJECT ASSESS SMENT The Proposal for Further Exploration can be called by many other names ASHRAE Level I Audit Report BEPA Report (Building Energy Performance Assessment) Energy Consumption Analysis Regardless of name, purpose is the same quantify & qualify potential savings and justify continued effort? CLIENT CONSULTATION PRELIMINARY SITE ASSESSMENT

66 Making and Sustaining the Business Case through EMP PROPOSAL FOR FURTHER EXPLORATION PROJECT ASSESS SMENT EMP synthesizes information gained from client consultation, preliminary site assessment, and benchmarking to formulate the Proposal for Further Exploration Emphasize work already completed gain confidence of Client be confident but conservative of possible improvements as well as providing potential ECM / FIM. CLIENT CONSULTATION PRELIMINARY SITE ASSESSMENT

67 Making and Sustaining the Business Case through EMP PROPOSAL FOR FURTHER EXPLORATION PROJECT ASSESS SMENT Summary of client motivations for project Overview of observations from walk-through Listt of potential ti ECM / FIM (preliminary) i Fees associated with next phase of analysis and facility assessment Outline scope of work for Phase 2 Timeline for upcoming steps in the project Preliminary scope of work for EBCx

68 PROPOSAL FOR FURTHER EXPLORATION PROJECT ASSESS SMENT Preliminary scope of work for EBCx - List of specific systems involved in EBCx - Summary of proposed Investigative Functional Testing - Preparation for Investigative TAB efforts - Fees associated with TAB efforts - General timeline for EBCx activities

69 PROPOSAL FOR FURTHER EXPLORATION PROJECT ASSESS SMENT

70 EXAMPLE: PHASES 1 3 PROPOSAL PACKAGE PROJECT ASSESS SMENT

71 EXAMPLE: PHASES 1 3 PROPOSAL PACKAGE PROJECT ASSESS SMENT

72 EXAMPLE: PHASES 1 3 PROPOSAL PACKAGE PROJECT ASSESS SMENT

73 EXAMPLE: PHASES 1 3 PROPOSAL PACKAGE PROJECT ASSESS SMENT

74 EXAMPLE: COMPREHENSIVE E.M. PROPOSAL PROJECT ASSESS SMENT

75 EXAMPLE: COMPREHENSIVE E.M. PROPOSAL PROJECT ASSESS SMENT

76 EXAMPLE: COMPREHENSIVE E.M. PROPOSAL PROJECT ASSESS SMENT

77 EXAMPLE: COMPREHENSIVE E.M. PROPOSAL PROJECT ASSESS SMENT

78 EXAMPLE: COMPREHENSIVE E.M. PROPOSAL PROJECT ASSESS SMENT

79 BREAK TIME & GROUP DISCUSSION PROJECT ASSESS SMENT Questions from Audience? Success stories? Difficulties experienced?

80 Energy Management Process Overview Building Success One Step at a time Business Keys CONTINUOUS MANAGEMENT FINAL ACCEPTANCE IMPLEMENTATION ECM / FIM & EBCX ANALYSIS SITE INVESTIGATION ENERGY USE EXPLORATION PROJECT ASSESSMENT

81 Energy Management Process Overview Building Success One Step at a time Business Keys CONTINUOUS MANAGEMENT FINAL ACCEPTANCE IMPLEMENTATION ECM / FIM & EBCX ANALYSIS SITE INVESTIGATION ENERGY USAGE ANALYSIS REFINE SAVINGS DEVELOP MEASURES PROJECT ASSESSMENT

82 Making and Sustaining the Business Case through EMP MISSION: - Use energy data to determine current and historical energy consumption characteristics SE ON ERGY US LORATIO ENE EXPL - Analyze building energy use by fuel source and building system - Ensure that energy usage metrics accurately account for weather, time, and changes in building operations and occupancy

83 Making and Sustaining the Business Case through EMP BUSINESS KEYS: SE ON ERGY US LORATIO ENE EXPL - Detailed energy usage analysis with sound statistical and empirical methods provides additional evidence and furthers confidence in the recommendations - Begin to further develop the proposed ECM / FIM by adding details to the previous preliminary listings - Transform potential magnitude of savings estimates into more detailed project-level savings calculations providing detail as to the method of calculation

84 ENERGY DATA ANALYSIS PROCEDURES ENE ERGY US SE EXPL LORATIO ON The EMP uses analytical processes to critically investigate the building s performance to identify energy usage patterns and anomalies OUTPUT = opportunities for ECM / FIM, establish baselines for calculations... guide Site Investigation to be performed by the Cx / TAB and others

85 PROPOSAL FOR FURTHER INVESTIGATION SE ON ERGY US LORATIO ENE EXPL Integrate results of analyses into summary documents developed following Phase 1 which included preliminary site assessment notes and updated opinion of potential savings Present results and graphs to the client to demonstrate progress and further assess potential of preliminary ECMs and FIMs The Proposal for Further Investigation should include a description of proposed p scope to be completed in Site Investigation phase.

86 PROPOSAL FOR FURTHER INVESTIGATION ENE ERGY US SE EXPL LORATIO ON

87 PROPOSAL FOR FURTHER INVESTIGATION ENE ERGY US SE EXPL LORATIO ON

88 PROPOSAL FOR FURTHER INVESTIGATION ENE ERGY US SE EXPL LORATIO ON

89 PROPOSAL FOR FURTHER INVESTIGATION ENE ERGY US SE EXPL LORATIO ON

90 PROPOSAL FOR FURTHER INVESTIGATION ENE ERGY US SE EXPL LORATIO ON

91 PROPOSAL FOR FURTHER INVESTIGATION ENE ERGY US SE EXPL LORATIO ON

92 PROPOSAL FOR FURTHER INVESTIGATION EXAMPLE OF INVESTIGATIVE TAB SCOPE: ENE ERGY US SE EXPL LORATIO ON

93 Energy Management Process Overview Building Success One Step at a time Business Keys CONTINUOUS MANAGEMENT FINAL ACCEPTANCE IMPLEMENTATION ECM / FIM & EBCX ANALYSIS SITE INVESTIGATION ENERGY USE EXPLORATION PROJECT ASSESSMENT

94 Energy Management Process Overview Building Success One Step at a time Business Keys CONTINUOUS MANAGEMENT FINAL ACCEPTANCE IMPLEMENTATION ECM / FIM & EBCX ANALYSIS REFINE MEASURES INVESTMENT PROPOSAL DETAILED INVESTIGATION ENERGY USE EXPLORATION PROJECT ASSESSMENT

95 MISSION: SITE INV VESTIGA ATION - Gather more detailed information about how and when building systems operate - Capture data regarding the building occupancy, scheduling, setpoints - Draft and refine ECM & FIM narratives DETAILED SITE INVESTIGATION PROVIDES THE FINAL EVIDENCE TO JUSTIFY NOT ONLY THE PROJECT BUT SPECIFIC, INDIVIDUAL MEASURES

96 Making and Sustaining the Business Case through EMP BUSINESS KEYS: SITE INV VESTIGA ATION - Commissioning integrated Energy Management provides very detailed investigation involving: - Investigative TAB & Functional Testing - System-Level diagnostic trend analysis - Begin to refine project level macro view of proposed measures with more physical details which begins to shape the cost and savings of individual measures. - Provide a detailed Investment Proposal which proposes cost for EMP to provide detailed analysis which will develop the project financial case.

97 DETAILED INVESTIGATION SITE INV VESTIGA ATION Preliminary Assessment (Phase 1) One-time walkthrough to gain familiarity with the building. Only basic field tests performed. BAS analyzed for trending capabilities. Building Investigation (Phase 3) Multiple site visits during occupied and unoccupied hours. Field testing and data logging. Detailed trend data gathered from BAS.

98 DATA COLLECTION SITE INV VESTIGA ATION Structured around and based on the EMP s findings from first two phases. Efforts should be thorough but not exhaustive. Focuses on specific attributes and components of that will most impact a project s success Based on: specific goals of client, initial list of ECMs/FIMs, results of energy use exploration, benchmarking anomalies, predetermined scope

99 DATA COLLECTION SITE INV VESTIGA ATION Building Investigation involves: - Development of site visit and data logging plans - Continued conversation with building staff and BAS Contractor (as applicable) - Collection of baseline energy usage and operations data for motorized equipment - Field testing of systems and equipment

100 DATA COLLECTION SITE INV VESTIGA ATION Variety of methods to gain insight: - Building staff interviews - Occupant / User comfort surveys - Diagnostic tools - BAS Trend data analysis - Data logging - Traditional TAB procedures (testing only)

101 TRADITIONAL TAB DATA EXAMPLE ATION VESTIGA SITE INV

102 TRADITIONAL TAB DATA EXAMPLE ATION VESTIGA SITE INV

103 EXAMPLE USE OF COMFORT SURVEY ATION VESTIGA SITE INV

104 EXAMPLE USE OF COMFORT SURVEY ATION VESTIGA SITE INV COMFORT SURVEY / COMPLAINT DATABASE USED TO IDENTIFY TROUBLESOME TERMINAL UNITS TO TEST

105 DATA COLLECTION SITE INV VESTIGA ATION Process of Trend Data Utilization: COLLECT DATA MANAGE DATA ANALYZE DATA Use field testing, data logging, BAS trending Gather at least two weeks of data When possible, record readings for at least five- minute intervals

106 DATA COLLECTION ATION VESTIGA SITE INV COLLECT DATA

107 DATA COLLECTION SITE INV VESTIGA ATION Process of Trend Data Utilization: COLLECT DATA MANAGE DATA ANALYZE DATA Scrub and format data Convert to necessary file types Use graphs to help indicate potential areas of concern

108 DATA COLLECTION SITE INV VESTIGA ATION Process of Trend Data Utilization: COLLECT DATA MANAGE DATA ANALYZE DATA Use data to develop and refine baseline energy performance Review and compare data to baselines and previous models Use data to support or eliminate potential ECMs and FIMs

109 DIAGNOSTIC TRENDING EXAMPLES ATION VESTIGA SITE INV

110 DIAGNOSTIC TRENDING EXAMPLES ATION VESTIGA SITE INV

111 DIAGNOSTIC TRENDING EXAMPLES ATION VESTIGA SITE INV

112 DIAGNOSTIC TRENDING EXAMPLES ATION VESTIGA SITE INV

113 DIAGNOSTIC TRENDING EXAMPLES ATION VESTIGA SITE INV

114 DIAGNOSTIC TRENDING EXAMPLES ATION VESTIGA SITE INV INTERVAL POWER METER DATA - INVALUABLE

115 DATA COLLECTION SITE INV VESTIGA ATION Additional Data to be Gathered: - Building Schedule and Occupancy Profile - Types of occupancy, quantity of regular occupants and visitors, regular hours of occupancy

116 BUILDING OCCUPANCY EXAMPLES SITE INV VESTIGA ATION DIFFERENT ENERGY CONSERVATION MEASURES DIFFERENT OCCUPANCY PROFILES

117 BUILDING OCCUPANCY EXAMPLES ATION VESTIGA SITE INV HELP THE OWNER PROVIDE DATA AS EASY AS POSSIBLE

118 DATA COLLECTION SITE INV VESTIGA ATION Additional Data to be Gathered: - Building / System setpoints - Determine target operating conditions and system setpoints to integrate information with occupancy profile for analysis

119 BUILDING / SYSTEM SETPOINTS EXAMPLE DATA ATION VESTIGA SITE INV TERMINAL UNIT AIRFLOW SETPOINTS NOT AS DESIGNED

120 BUILDING / SYSTEM SETPOINTS EXAMPLE DATA ATION VESTIGA SITE INV TERMINAL UNIT AIRFLOW SETPOINTS NOT AS DESIGNED

121 BUILDING / SYSTEM SETPOINTS EXAMPLE DATA ATION VESTIGA SITE INV TERMINAL UNIT AIRFLOW SETPOINTS NOT AS DESIGNED

122 BUILDING / SYSTEM SETPOINTS EXAMPLE DATA ATION VESTIGA SITE INV OUTSIDE AIRFLOW SETPOINTS NOT AS DESIGNED

123 BUILDING / SYSTEM SETPOINTS EXAMPLE DATA ATION VESTIGA SITE INV LOW R.H. HIGH LIMIT CAUSING HIGH ENERGY USE

124 EBCx Activities - INVESTIGATION SITE INV VESTIGA ATION Planning for EBCx Investigation: Include additional systems in EBCx scope that may not be included in the scope for ECM/FIM development. Plan for initial functional testing during Building Investigation to optimize the use of on-site time. Integrate any TAB elements of EBCx investigation into client proposals to provide a clear idea of project costs.

125 EBCx Activities - INVESTIGATION SITE INV VESTIGA ATION Some investigative tasks, especially field testing, contribute to EBCx as well as potential ECMs and FIMs. Integrate EBCx into project plans from the start to ensure project efficiency. Goal of EBCx is to optimize systems according to design intent, in addition to addressing issues of energy use and operational efficiency. EBCx activities will inform the development of ECMs and FIMs, and vice versa.

126 EBCx Activities Investigative Test, Adjust, Balance SITE INV VESTIGA ATION Before initial measurements are performed: Outline how TAB will be included in various stages of the project Discuss and determine appropriate reporting methods / forms to facilitate EMP analysis and use of the data not standard TAB reporting Determine baseline metrics / tolerances Identify any specific areas of concern (e.g., reports of poor IAQ, etc.)

127 EBCx Activities Investigative Test, Adjust, Balance SITE INV VESTIGA ATION Determine whether air and water flow measurements correspond to design intent VAV Terminal Unit airflow calibrations Air Flow Measurement Station (AFMS) calibration Instantaneous power measurements of HVAC equipment, lighting g panels, other loads Results of testing will inform further questions for building engineering and O&M staff

128 INVESTIGATIVE TAB EXAMPLE RESULTS ATION VESTIGA SITE INV CONCISE RESULTS BUT CAN IT BE PRESENTED BETTER

129 INVESTIGATIVE TAB EXAMPLE RESULTS ATION VESTIGA SITE INV VAV AIRFLOW CALIBRATION CHECKS - SAMPLE

130 INVESTIGATIVE TAB EXAMPLE RESULTS ATION VESTIGA SITE INV OUTSIDE AIR FLOW STATION CALIBRATION CHECKS

131 EBCx Activities Limited Functional Testing SITE INV VESTIGA ATION Discuss and refine scope for initial EBCx functional testing with the client - Testing of multiple similar items at this time may be sampling based ( $ vs. affect) Use observations from site visits and specific client concerns to target systems not meant to be all- inclusive or exhaustive When feasible, integrate limited functional testing with other project field testing EXAMPLE: cool / heat testing with VAV calibration BAS Trends do not replace functional testing!

132 EBCx Activities Limited Functional Testing SITE INV VESTIGA ATION Limited functional testing can provide insight to conditions such as: - A valve is leaking by - A damper does not seal properly - A valve or damper actuator is defective - A temperature, RH, CO 2 sensor is defective or requires calibration - Temperature sensor is misplaced or point is not mapped correctly

133 SENSOR CALIBRATION CHECKS EXAMPLE DATA ATION VESTIGA SITE INV

134 SENSOR CALIBRATION CHECKS EXAMPLE DATA ATION VESTIGA SITE INV

135 SENSOR CALIBRATION CHECKS EXAMPLE DATA ATION VESTIGA SITE INV

136 PROPOSAL FOR FURTHER ANALYSIS SITE INV VESTIGA ATION The Proposal has two features: Energy Plan Outline Compiles results of building walk-through and initial iti data analysis Presents proposed ECM, FIM, and other project elements Investment Proposal Outlines costs for further developing ECM, FIM, and an EBCx Plan Includes a projected timeline for the entire project

137 INVESTMENT PROPOSAL ATION VESTIGA SITE INV Proposal to provide detailed ECM / FIM Analysis services and project level financial calculations.

138 ENERGY PLAN OUTLINE ATION VESTIGA SITE INV

139 BREAK TIME & GROUP DISCUSSION Questions from Audience? SITE INV VESTIGA ATION Success stories? Difficulties experienced?

140 Energy Management Process Overview Building Success One Step at a time Business Keys CONTINUOUS MANAGEMENT FINAL ACCEPTANCE IMPLEMENTATION ECM / FIM & EBCX ANALYSIS SITE INVESTIGATION ENERGY USE EXPLORATION PROJECT ASSESSMENT

141 Energy Management Process Overview Building Success One Step at a time Business Keys CONTINUOUS MANAGEMENT FINAL ACCEPTANCE IMPLEMENTATION DETAILED ANALYSIS FINANCIAL METRICS CLIENT APPROVAL SITE INVESTIGATION ENERGY USE EXPLORATION PROJECT ASSESSMENT

142 MISSION: - Produce accurate costs and savings estimates for all potential measures & YSIS M / FIM & X ANALY ECM EBCX - Thoroughly assess all ECM, FIM, and EBCx - Articulate financial metrics and goals for project - Provide necessary detailed analysis for the client to make decisions regarding EBCx and ECM / FIM implementation. THE ANALYSIS PHASE MAKES THE BUSINESS CASE TO BRIDGE THE GAP FROM AN AUDIT TO AN ENERGY MANAGEMENT PROCESS

143 Making and Sustaining the Business Case through EMP BUSINESS KEYS: & YSIS M / FIM & X ANALY ECM EBCX - Detailed analysis is necessary therefore a detailed scope of work is required so that measure cost is calculated as accurately as the savings. Engage other team members as required. - Express the measure specific and project level financial performance in the terms which the Client makes their decisions express clearly, use charts. - Gain Client Approval by impeccable presentation and explanation of the business case you have built to support the project.

144 DETAILED MEASURE DEVELOPMENT ECM / FIM & EBCX ANALY YSIS

145 DETAILED MEASURE DEVELOPMENT ECM / FIM & EBCX ANALY YSIS

146 DETAILED MEASURE DEVELOPMENT ECM / FIM & EBCX ANALY YSIS

147 DETAILED MEASURE DEVELOPMENT ECM / FIM & EBCX ANALY YSIS

148 DETAILED MEASURE DEVELOPMENT ECM / FIM & EBCX ANALY YSIS Detailed cost estimates for ECM / FIM prior to the implementation phase

149 EXPRESS FINANCIAL PERFORMANCE ECM / FIM & EBCX ANALY YSIS Chart presents project ROI in terms of utility cost variance and estimated savings percentage

150 CONFIRMING THE BUSINESS CASE ECM / FIM & EBCX ANALY YSIS

151 CONFIRMING THE BUSINESS CASE ECM / FIM & EBCX ANALY YSIS

152 CONFIRMING THE BUSINESS CASE ECM / FIM & EBCX ANALY YSIS

153 CONFIRMING THE BUSINESS CASE ECM / FIM & EBCX ANALY YSIS

154 SECURING CLIENT APPROVAL ECM / FIM & EBCX ANALY YSIS

155 SECURING CLIENT APPROVAL ECM / FIM & EBCX ANALY YSIS

156 SECURING CLIENT APPROVAL ECM / FIM & EBCX ANALY YSIS

157 SECURING CLIENT APPROVAL ECM / FIM & EBCX ANALY YSIS

158 SECURING CLIENT APPROVAL ECM / FIM & EBCX ANALY YSIS

159 SECURING CLIENT APPROVAL ECM / FIM & EBCX ANALY YSIS

160 Energy Management Process Overview Building Success One Step at a time Business Keys CONTINUOUS MANAGEMENT FINAL ACCEPTANCE IMPLEMENTATION ECM / FIM & EBCX ANALYSIS SITE INVESTIGATION ENERGY USE EXPLORATION PROJECT ASSESSMENT

161 Energy Management Process Overview Building Success One Step at a time Business Keys CONTINUOUS MANAGEMENT FINAL ACCEPTANCE PERFORM EBCx ECM/FIM EXECUTION M&V SET-UP ECM / FIM & EBCX ANALYSIS SITE INVESTIGATION ENERGY USE EXPLORATION PROJECT ASSESSMENT

162 MISSION: IMPLEM MENTAT TION - Develop effective plans that guide the installation of ECMs and FIMs - Implement final set of measures - Plan and execute commissioning and TAB activities for new and existing systems - Ensure that ECMs, FIMs, and EBCx are successful and satisfy client s goals

163 Energy Management Process Overview Building Success One Step at a time Business Keys CONTINUOUS MANAGEMENT FINAL ACCEPTANCE IMPLEMENTATION ECM / FIM & EBCX ANALYSIS SITE INVESTIGATION ENERGY USE EXPLORATION PROJECT ASSESSMENT

164 Energy Management Process Overview Building Success One Step at a time Business Keys CONTINUOUS MANAGEMENT DOCUMENTATION M&V EXECUTION IMPLEMENTATION ECM / FIM & EBCX ANALYSIS SITE INVESTIGATION ENERGY USE EXPLORATION PROJECT ASSESSMENT

165 MISSION: FINAL ACCEPTA ANCE - Complete and document commissioning and TAB activities - Produce useful summaries of completed retrofits and manuals describing the building in its new state - Update O&M procedures to reflect energy management best practices - Confirm through M&V that ECMs and FIMs were installed and are functioning correctly

166 Making and Sustaining the Business Case through EMP BUSINESS KEYS: FINAL ACCEPTA ANCE - Documentation is a vital part of following through and completing a project properly this is as important for that current project as it is for the NEXT project - As-Tested Control Sequences, Submittals, O&M Manuals, System Manuals, TAB Report, O&M Training, etc - Make it USABLE INFORMATION! - Measurement & Verification verifies that measures are performing according to expectations. Good M&V practices also provides reinforcement to the Client of a job well-done and also provides marketing material for additional Clients

167 RECORD OF SEQUENCES & SETPOINTS ANCE ACCEPTA FINAL A

168 MEASUREMENT & VERIFICATION M& V Follow-up... Electrical : (non-corrected) FINAL ACCEPTA ANCE Consumption: Baseline (2009) : 2,655, kwh Performance (2011) : 2,186,800 kwh (-17.7%) Cost: Baseline (2009) : $299,848 Performance (2011) : $251,923 (-16.0%) Estimate from Inv. Analysis: 18% SAVINGS

169 MEASUREMENT & VERIFICATION M& V Follow-up... Natural Gas : (non-corrected) FINAL ACCEPTA ANCE Consumption: Baseline (2009) : 7,563,800 cf Performance (2011) : 4,050,500 cf (-46.4%) Cost: Baseline (2009) : $129,350 Performance (2011) : $55,181 (-57.3%) Estimated from Inv. Analysis: 27% SAVINGS

170 MEASUREMENT & VERIFICATION ANCE ACCEPTA FINAL A

171 MEASUREMENT & VERIFICATION ANCE ACCEPTA FINAL A

172 MEASUREMENT & VERIFICATION ANCE ACCEPTA FINAL A Annual HDD / CDD nearly identical in performance year

173 Energy Management Process Overview Building Success One Step at a time Business Keys CONTINUOUS MANAGEMENT FINAL ACCEPTANCE IMPLEMENTATION ECM / FIM & EBCX ANALYSIS SITE INVESTIGATION ENERGY USE EXPLORATION PROJECT ASSESSMENT

174 Energy Management Process Overview Building Success One Step at a time Business Keys ON-GOING Cx MONITORING FINAL ACCEPTANCE IMPLEMENTATION ECM / FIM & EBCX ANALYSIS SITE INVESTIGATION ENERGY USE EXPLORATION PROJECT ASSESSMENT

175 MISSION: NERGY ENT UOUS EN NAGEME ONTINU MAN C - Develop and implement an Ongoing Cx Plan - Use OGCx to continuously monitor energy savings from ECMs to correct issues or to identify opportunities for further savings - Recommend practices that will further optimize operations and maintenance - Establish strategies for periodic benchmarking and regular updates to energy management plans and practices

176 Making and Sustaining the Business Case through EMP NERGY ENT UOUS EN NAGEME ONTINU MAN BUSINESS KEYS: - On-Going Commissioning (OGCx) activities applied: - to existing buildings after Energy Management projects to ensure the persistence of efficiency improvements. - for recently constructed (and commissioned) buildings to maintain performance level of new construction - Periodic Benchmarking using same metrics which were used during Assessment and Exploration phases of Energy Management Energy Management. Cof THESE ACTIVITIES ENSURE EMP CONTINUED INVOLVEMENT WITH CLIENT AND LEADS TO ADDITIONAL SERVICES

177 ON-GOING C x - MONITORING C ONTINU UOUS EN NERGY MAN NAGEME ENT INTERVAL CHILLED WATER USAGE DATA - INVALUABLE

178 UTILITY MONITORING C ONTINU UOUS EN NERGY MAN NAGEME ENT INTERVAL CHILLED WATER USAGE DATA - INVALUABLE

179 UTILITY MONITORING C ONTINU UOUS EN NERGY MAN NAGEME ENT INTERVAL CHILLED WATER USAGE DATA - INVALUABLE

180 UTILITY MONITORING C ONTINU UOUS EN NERGY MAN NAGEME ENT INTERVAL CHILLED WATER USAGE DATA - INVALUABLE

181 UTILITY MONITORING C ONTINU UOUS EN NERGY MAN NAGEME ENT POWER CONSUMPTION ANOMALY

182 UTILITY MONITORING C ONTINU UOUS EN NERGY MAN NAGEME ENT ENERGY INTERVENTION

183 PERIODIC BENCHMARKING C ONTINU UOUS EN NERGY MAN NAGEME ENT FOLLOW UP ON PROJECTS EVEN IF NOT PAID TO

184 UTILITY CONSUMPTION ANALYSIS UPDATE C ONTINU UOUS EN NERGY MAN NAGEME ENT

185 SYSTEM LEVEL KEY METRICS MONITORING C ONTINU UOUS EN NERGY MAN NAGEME ENT

186 SYSTEM LEVEL KEY METRICS MONITORING C ONTINU UOUS EN NERGY MAN NAGEME ENT UNSTABLE OUTSIDE AIR VOLUME CONTROL

187 SYSTEM LEVEL KEY METRICS MONITORING C ONTINU UOUS EN NERGY MAN NAGEME ENT UNSTABLE COOLING COIL LEAVING AIR CONTROL

188 Energy Management Process Overview Commissioning Integrated Energy Management CONTINUOUS MANAGEMENT FINAL ACCEPTANCE COM MMISSIONIN NG IMPLEMENTATION ECM / FIM & EBCX ANALYSIS SITE INVESTIGATION ENERGY USE EXPLORATION PROJECT ASSESSMENT TEST, ADJUST, BAL LANCE