Retro Commissioning Goals and Objectives Define Retro Commissioning - PowerPoint PPT Presentation

Retro ‐ Commissioning

Goals and Objectives Define Retro ‐ Commissioning Understand how Retro ‐ Cx differs from an ASHRAE Energy Audit Understand the five basic phases of Retro ‐ Commissioning Understand when NOT to do Retro ‐ Commissioning Understand what to look for in a qualified Retro ‐ Commissioning Agent

Defined Retro ‐ Commissioning is a comprehensive, systematic process wherein the existing building systems are optimized so they operate as efficiently and effectively as possible. It is essentially the commissioning process, performed in a facility that has NOT previously been commissioned.

Defined The initial focus should always be on the no ‐ cost / low ‐ cost items involving energy ‐ using equipment such as mechanical systems, controls and lighting.

Defined • The goal is to create a permanent improvement in the • On ‐ going facility operation • Maintenance of the facility • Use of facility • Energy use within the facility • Management of the life cycle cost of a facility

Defined The intent is the reduction of a building’s overall energy and operational costs directly resulting from the energy conservation measures (ECMs) established as part of the program. Although you should receive a report (in fact, perhaps several), the production of a report should never be the final deliverable.

How does Retro ‐ Commissioning compare to the ASHRAE Energy Audit?

How does Retro ‐ Commissioning compare to the ASHRAE Energy Audit? ASHRAE Energy Audit – Level I Assess a building’s energy cost and deficiencies by analyzing energy bills and conducting a brief on ‐ site survey of the building.

How does Retro ‐ Commissioning compare to the ASHRAE Energy Audit? ASHRAE Energy Audit – Level II This includes a more detailed building survey and energy analysis. A break down of the energy use within the building is provided. Can have a Life Cost Assessment.

Retro ‐ Commissioning How does Retro ‐ Commissioning compare to the ASHRAE Energy Audit? ASHRAE Energy Audit – Level III This level of engineering analysis focuses on potential capital ‐ intensive projects identified during the Level II analysis and involves more detailed field data gathering as well as a more rigorous engineering analysis.

Retro ‐ Commissioning How does Retro ‐ Commissioning compare to the ASHRAE Energy Audit? An ASHRAE Energy Audit may be part of a well ‐ developed Retro ‐ Commissioning program.

The five basic phases of Retro ‐ Commissioning Assessment Phase Evaluation Phase Implementation Phase Verification / Validation Phase Final Report Phase

Assessment Phase Development of the Owner’s Facility Requirements (OFR) and comparison of OFR • to original design (OPR and design documents, if available). Determine the success criteria • Define the CURRENT requirements of the facility, if they differ from the original • design intent. Define roles & responsibilities. • Gather facility data. • 1. Utility bills, drawings, original basis of design documents, if available. 2. Existing building automation system trend data. Establish the benchmark • 1. EnergyStar / Portfolio Manager Develop the Retro ‐ Commissioning Plan • Determine the state of the facility • 1. Functional Testing to determine actual sequencing and performance of control strategies. 2. Establish diagnostic monitoring and trending. Provide Assessment phase report • 1. Identify No Cost / Low Cost Facility Changes 2. Identify capital improvement items.

The Assessment Phase 1. Development of the Owner’s Facility Requirements (OFR) and comparison of OFR to original design (OPR and design documents, if available).

The Assessment Phase 2. Determine the success criteria

The Assessment Phase 3. Define the CURRENT requirements of the facility, if they differ from the original design intent.

The Assessment Phase 4. Define Roles & Responsibilities Roles Team Leader Owner’s Representative Technical Resources

The Assessment Phase 4. Define Roles & Responsibilities Responsibilities Who will coordinate and chair meetings? Who will attend those meetings? Who, specifically, will perform Assessment Phase legwork for each technology? Who, specifically, will perform the Verification/Validation Phase leg work?

The Assessment Phase Utility bills Drawings 5. Gather facility data Original Basis of Design (BOD), if available Existing Building Automation System (BAS) Trend Data

The Assessment Phase EnergyStar Target Finder 6. Establish the benchmark Portfolio Manager BOMA / IFMA

The Assessment Phase 7. Develop the Retro ‐ Commissioning Plan

The Assessment Phase Functional Testing Trending 8. Determine the state of the facility Alarm Summaries Preventive Maintenance and Corrective Maintenance records Visual inspection

The Assessment Phase Identify No Cost Action Items Identify Low Cost Action Items 9. Provide Assessment Phase Report Identify Capital Renewal items Benchmark data Photos of current conditions

Assessment Phase Evaluation Phase Implementation Phase Verification / Validation Phase Final Report Phase

Evaluation Phase 1. Deliver and evaluate the Assessment phase report with the Owner 2. Work with the Owner to establish Energy Conservation Measures (ECM’s) and Facility Improvement Measures (FIM’s) Establish the complete list of low cost/no cost items that will be implemented during the – Implementation Phase. Ensure that there is a clear action plan regarding each item. Establish the complete list of capital improvement items that will be implemented during the – Implementation Phase. Again, it is very important to ensure that there is a clear action plan for each item on this list. Identify life cycle savings • Identify Cost to benefit analysis • Identify estimated cost savings / ROI for each agreed ‐ to action item. • Establish the on ‐ going ECM’s (i.e., load ‐ shedding, load rolling, etc.) that will become part of the – Owner’s ongoing strategy to reduce operating cost when predetermined consumption thresholds have been reached. 3. Re ‐ define / re ‐ establish roles & responsibilities in preparation for the Implementation Phase. 4. Provide the Evaluation phase report that that establishes and quantifies all items discussed and agreed to during the Evaluation phase.

The Evaluation Phase 1. Deliver and evaluate the Assessment phase report with the Owner

The Evaluation Phase 2. Work with the Owner to establish Energy Conservation Measures (ECM’s) and Facility Improvement Measures (FIM’s) Establish the complete list of low cost/no cost items that will be implemented during the Implementation Phase. Ensure that there is a clear action plan regarding each item. Establish the complete list of capital improvement items that will be implemented during the Implementation Phase. Again, it is very important to ensure that there is a clear action plan for each item on this list. Identify life cycle savings • Identify Cost to benefit analysis • Identify estimated cost savings / ROI for each agreed ‐ to action item. • Establish the on ‐ going ECM’s (i.e., load ‐ shedding, load rolling, etc.) that will become part of the Owner’s ongoing strategy to reduce operating cost when predetermined consumption thresholds have been reached.

The Evaluation Phase 3. Re ‐ define / re ‐ establish roles & responsibilities in preparation for the Implementation Phase.

The Evaluation Phase 4. Provide the Evaluation phase interim report that establishes and quantifies all items discussed and agreed to during the Evaluation phase.

Assessment Phase Evaluation Phase Implementation Phase Verification / Validation Phase Final Report Phase

Implementation Phase 1. Assist the Owner and the Owner’s maintenance staff in self ‐ performing the low cost/no cost action items agreed to during the Evaluation Phase. This can serve as an excellent training opportunity for the Owner’s maintenance personnel. • 2. Assist the Owner in the interview and selection process for capital renewal and/or other outsourced action items. Assist the Owner in the development of RFP’s, etc. • Be prepared to assist the Owner in the development of interview questions and documents. • Assist the Owner in the development of specifications. • 3. Implement identified necessary changes Low cost / No cost items should always be the initial “go to”! • Capital outlay items last. •

Retro ‐ Commissioning The Implementation Phase 1. Assist the Owner and the Owner’s maintenance staff in self ‐ performing the low cost/no cost action items agreed to during the Evaluation Phase. This can serve as an excellent training opportunity for the Owner’s maintenance personnel. VERY IMPORTANT: Review current warranty status of all equipment and systems prior to beginning this phase!

The Implementation Phase 2. Assist the Owner in the interview and selection process for capital renewal and/or other outsourced action items. Assist the Owner in the development of RFP’s, etc. Be prepared to assist the Owner in the development of interview questions and documents. Assist the Owner in the development of specifications.

The Implementation Phase 3. Implement identified necessary changes Low cost / No cost items should always be the initial “go to”! Capital outlay items last.