Acceptance Testing Topic 1 PIER Study Acceptance Testing

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Acceptance Testing Topic #1: PIER Study Acceptance Testing Stakeholder Meeting #2 California Statewide Utility

Acceptance Testing Topic #1: PIER Study Acceptance Testing Stakeholder Meeting #2 California Statewide Utility Codes and Standards Program PECI Energy Solutions December 7, 2010

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM PIER Study Acceptance Testing ● Summary of

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM PIER Study Acceptance Testing ● Summary of current code requirements ● Typical practice ● Summary of code change proposals ● Data/findings ● Specifics of code change proposals ● Remaining data collection and analysis Date 2 2

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM PIER Study Acceptance Testing Current Code Requirements

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM PIER Study Acceptance Testing Current Code Requirements (Mandatory) ● § 125 Acceptance requirements ● Functional tests (performance verification) performed on select lighting, envelope, & HVAC systems ● Acceptance tests are conducted: ● ● After construction and start-up Before occupancy and normal use of the equipment ● Who can perform the tests: ● Licensed mechanical engineer, civil engineer, architect or contractor Date 3

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM PIER Study Acceptance Testing Current Code Requirements

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM PIER Study Acceptance Testing Current Code Requirements (Mandatory) ● NA 7. 5. 4 Air Economizer Controls Acceptance Test ● ● In-field functional tests 1. Cooling demand, economizer 100% open 2. Cooling demand, economizer @ minimum position 3. Heating demand, economizer @ minimum position If the economizer is factory installed and certified by the manufacturer to the CEC, no field testing is required Date 4

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM PIER Study Acceptance Testing Typical Practice ●

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM PIER Study Acceptance Testing Typical Practice ● Performance verification is uncommon ● Low compliance and enforcement ● Responsible party not specified on forms (MECH-1 C) ● Building officials not requesting/checking forms ● Building departments are underfunded and understaffed ● Reduced/eliminated training budgets ● Outsourcing plans examinations ● Inspectors not familiar with requirements ● Contractors unfamiliar with tests Date 5

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM PIER Study Acceptance Testing Code Change Proposals

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM PIER Study Acceptance Testing Code Change Proposals ● Increase compliance and enforcement ● ● Improve test protocols Modify as needed: ● ● ● code language test forms compliance manual reporting procedures enforcement procedures Outreach and education activities ● MEP firms involved with plans examinations Date 6

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM PIER Study Acceptance Testing Code Change Proposals

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM PIER Study Acceptance Testing Code Change Proposals ● Responsible Person’s Declaration Statement ● Allow only a licensed contractor ● Prohibit architect and engineer ● Maintains pathway of professional qualifications ● Improves the pathway to accountability ● CEC to retain electronic copies of Certificate of Acceptance documentation ● Similar to document registration procedures introduced for residential projects Date 7

PIER Study Acceptance Testing CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Data Collection and

PIER Study Acceptance Testing CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Data Collection and Analysis Evaluate acceptance testing enforcement activities ● ● Investigate effectiveness of acceptance tests ● ● ● Phone interviews, BD visits Observe field tests: 9 sites finished, 3 scheduled Characterize the findings and make recommendations Date 8

PIER Study Acceptance Testing CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Data Collection and

PIER Study Acceptance Testing CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Data Collection and Analysis Acceptance tests under investigation Estimated first-year statewide electrical energy savings (k. Wh/yr) NA 7. 6. 4 Automatic time switch control acceptance 77, 331, 471 NA 7. 5. 4 Air Economizer Controls 35, 327, 933 NA 7. 5. 2 Constant-Volume, Single-Zone, Unitary AC & HP 7, 132, 384 NA 7. 6. 3 Manual Daylighting Controls Acceptance 5, 776, 214 NA 7. 6. 1 Automatic Daylighting Controls Acceptance 5, 302, 803 NA 7. 5. 3 Air Distribution Systems 4, 354, 035 NA 7. 5. 6 Supply Fan Variable Flow Controls 3, 709, 388 NA 7. 5. 1. 2 Constant Volume System Outdoor Air Acceptance 2, 421, 289 Data from Evaluation of Nonresidential Acceptance Requirements Final Report, 9/2005, HMG for PG&E Date 9

PIER Study Acceptance Testing CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Data Collection and

PIER Study Acceptance Testing CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Data Collection and Analysis Date 10

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM PIER Study Acceptance Testing Specifics of Code

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM PIER Study Acceptance Testing Specifics of Code Change Proposals MECH-2 A Outdoor Air Acceptance Tests Construction Inspection: ● Added reference to conducting MECH-7 A with MECH-2 A. ● Added details to Instrumentation that is needed to conduct the test. ● Added supporting documentation for reference including Standards and Nonresidential Compliance Manual. ● Added information under VAV checklist to be consistent with At-a-glance forms. ● Added information regarding fixed outside air damper as opposed to dynamically controlled damper. ● Added a notes section under construction inspection for contractor comments. Date 11

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM PIER Study Acceptance Testing Specifics of Code

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM PIER Study Acceptance Testing Specifics of Code Change Proposals MECH-2 A Outdoor Air Acceptance Tests Functional Testing: ● Edited formatting to be consistent with At-a-glance forms, i. e. step #’s. ● Added Mechanical Equipment Schedules as a reference document for design outside air requirements. ● Added “Record VFD speed” as part of procedure. ● Edited part B Testing Calculations & Results. Test required outside air measurement to be within 10% of design value. Test would fail if outside air was greater than 110% of design. Some systems in the field are not equipped with dynamic control of the outside air damper thus test would fail. Title 24 only requires minimum outside airflow. Therefore added note to the form to explain if the test fails because of too much outside air. Date 12

PIER Study Acceptance Testing CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Remaining Data Collection

PIER Study Acceptance Testing CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Remaining Data Collection & Analysis ● Estimated energy savings ● ● Use ex-post evaluation of savings, which accounts for compliance Recover a portion of these savings due to improved testing guidance and increased compliance Date 13

PIER Study Acceptance Testing CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Connections to Design

PIER Study Acceptance Testing CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Connections to Design Phase Cx ● Incorporate tests into construction documents ● Responsible party specified on Cx plan ● Require the Cx Authority to collect/review forms Date 14

Acceptance Testing #2: Retrocommissioning Failure Modes Stakeholder Meeting 2 California Statewide Utility Codes and

Acceptance Testing #2: Retrocommissioning Failure Modes Stakeholder Meeting 2 California Statewide Utility Codes and Standards Program Energy Solutions PECI December 7, 2010

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM AT 2: RCx Failure Modes Introduction: Current

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM AT 2: RCx Failure Modes Introduction: Current Code Requirements (Mandatory) ● § 125 Acceptance requirements ● Functional tests (performance verification) performed on select lighting, envelope, & HVAC systems ● Acceptance tests are conducted: ● ● After construction and start-up Before occupancy and normal use ● Who can perform the tests: ● Licensed mechanical engineer, civil engineer, architect or contractor ● Performance verification is uncommon ● Low compliance and enforcement Date 05 / 2010 16

AT 2: RCx Failure Modes CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Introduction: Background

AT 2: RCx Failure Modes CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Introduction: Background Research ● PECI CA RCx program dataset ● > 800 failures across 125 buildings ● Criteria ● Frequency ● Energy Savings ● Suitability for Acceptance requirements ● New or Revised Acceptance requirements Date 17

AT 2: RCx Failure Modes CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Proposed Code

AT 2: RCx Failure Modes CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Proposed Code Change ● Supply Air Temperature Reset Controls ● Condenser Supply Water Temp Reset Controls (NA 7. 5. 8) ● Chiller Staging ● Boiler Lockout ● Whole Building Optimum Startup Date 18

AT 2: RCx Failure Modes CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Proposed Code

AT 2: RCx Failure Modes CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Proposed Code Change ● Supply Air Temperature Reset ● Reset SAT depending on OSAT, RAT ● High and Low Load Conditions ● 144(f): Space Conditioning systems ● 2 – 4 hrs Date 19

AT 2: RCx Failure Modes CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Proposed Code

AT 2: RCx Failure Modes CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Proposed Code Change ● Supply Water Temperature Reset Controls: Condenser Water Supply ● NA 7. 5. 8 ● High and Low Load Conditions ● ● Water-cooled CHW Systems, Section 144(j) + 1 hr (1 – 5 hrs total) Date 20

AT 2: RCx Failure Modes CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Proposed Code

AT 2: RCx Failure Modes CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Proposed Code Change ● Chiller Staging ● Sequential Chiller Loading & Startup ● Multi-chiller systems, Section 144 ● Chiller Schedule – DPCx ● 2 – 6 hrs Date 21

AT 2: RCx Failure Modes CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Proposed Code

AT 2: RCx Failure Modes CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Proposed Code Change ● Boiler Lockout ● Boiler shutoff below SAT/OAT setpoint ● ● ● (70 F OAT DB calculations) HW Heating Boilers with shutoff controls, Section 144(j) 2 – 4 hrs Date 22

AT 2: RCx Failure Modes CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Proposed Code

AT 2: RCx Failure Modes CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Proposed Code Change ● Whole Building Startup (BAS Startup) ● BAS Optimal System Startup (morning condition) ● Any BAS or EMCS, Section 122 ● 1 – 3 hrs Date 23

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Estimated Energy Savings ● Energy. Pro Models

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Estimated Energy Savings ● Energy. Pro Models ● ● Four prototypes: Office, Hotel, School, Retail T 24 ACM HVAC Baseline systems ● 16 CZs (CZ 3 so far) ● Site (per sq ft) ● PECI RCx Measured Savings ● ● ● Site (per sq ft) Measured by RCx program Sample size between 9 - 126 Date 24

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Estimated Energy Savings ● Effectiveness: ● ●

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Estimated Energy Savings ● Effectiveness: ● ● ● Prevalence of Failures Likelihood of Being Detected by Testing / Commissioning Compliance / Testing Effectiveness (Not Considered for This Analysis) Date 25

AT 2: RCx Failure Modes CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Estimated Energy

AT 2: RCx Failure Modes CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Estimated Energy Savings: RCx Date 26

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Estimated Energy Savings: Modeling • Base Case:

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Estimated Energy Savings: Modeling • Base Case: Constant Control Hot, Warmest Zone Reset Cold Deck Savings Case: OA Reset both Hot & Cold • • Office, Hotel, Retail Models Date 27

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Estimated Energy Savings: Modeling • Base Case:

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Estimated Energy Savings: Modeling • Base Case: No CWST Reset • Savings Case: CWST Reset • Office, Hotel Models Date 28

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Estimated Energy Savings: Modeling • Base Case:

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Estimated Energy Savings: Modeling • Base Case: Normal Operation • Savings Case: Lockout Below 70 F • Office, Hotel, Retail Models Date 29

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Estimated Energy Savings: Modeling • Base Case:

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Estimated Energy Savings: Modeling • Base Case: Normal Operation • Savings Case: Early by 1 Hr • Office, Hotel, Retail, School Models Date 30

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Estimated Energy Savings: Modeling • Base Case:

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Estimated Energy Savings: Modeling • Base Case: Parallel to 90% • Savings Case: Parallel to 90%, Inefficient-Order • Office, Hotel Models Date 31

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Statewide Energy Savings ● Scale by square

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Statewide Energy Savings ● Scale by square footage ● CEC Construction Data ● Scale by system characteristics ● CBECS Date 32

AT 2: RCx Failure Modes CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Statewide Energy

AT 2: RCx Failure Modes CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Statewide Energy Savings Date 33

AT 2: RCx Failure Modes CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Estimated Costs

AT 2: RCx Failure Modes CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Estimated Costs ● Salary for Functional Tests: ● Hourly + O&P (56%) ● Salary for Forms Review: ● Responsible Person Open Shop HVAC Contractor $36. 19 (US BLS) Controls Contractor $42. 28 (US BLS) Mechanical Engineer $67. 03 (US BLS) Date 34

AT 2: RCx Failure Modes CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Estimated Costs

AT 2: RCx Failure Modes CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Estimated Costs ● No testing equipment costs assumed ● Sensors, etc. ● No cost savings assumed ● Reduced need for repair ● Longer equipment lifetime ● No costs for Building Department Review Date 35

AT 2: RCx Failure Modes CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Estimated Costs

AT 2: RCx Failure Modes CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Estimated Costs Max Test Avg. Total Per. Time Review test Cost (hrs) Time (hrs) SAT Reset 4 0. 5 $134 +2 0. 5 $84 Boiler Lockout 3 0. 5 $109 Optimum System Start 3 0. 5 $109 Chiller Staging 6 0. 5 $184 CWST Reset Date 36

AT 2: RCx Failure Modes CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Measure Cost-Effectiveness

AT 2: RCx Failure Modes CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Measure Cost-Effectiveness Cost (PV $) SAT Reset Avg. Savings LCC Savings TDV (PV $) $134 $158, 744 $158, 635 $84 - $60, 109 - $60, 000 Boiler Lockout $109 $123 $26 Optimum System Start $109 $13, 158 $13, 074 Chiller Staging $184 $35, 239 $35, 092 CWST Reset Date 37

AT 2: RCx Failure Modes CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Measure Cost-Effectiveness

AT 2: RCx Failure Modes CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Measure Cost-Effectiveness Date 38

AT 2: RCx Failure Modes CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Next Steps

AT 2: RCx Failure Modes CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Next Steps ● Modeling all 16 CZs ● Calculations ● Scaling to Statewide Savings ● Equipment O&M Costs ● Degradation of Savings over Time ● Integration with AT #1(Compliance & Enforcement Issues) Date 39

AT 2: RCx Failure Modes CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Remaining Issues

AT 2: RCx Failure Modes CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Remaining Issues ● Costs ● Modeling ● Required models and CZs ● Energy Savings Calculation ● Per square footage vs. per system characteristics ● Scope ● Compliance Date 40

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM AT 2: RCx Failure Modes ? QUESTIONS

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM AT 2: RCx Failure Modes ? QUESTIONS & COMMENTS Elizabeth Joyce Energy Solutions ejoyce@energy-solution. com 510 -482 -4420 x 229 CA Utilities 2011 Title 24 Stakeholder Meeting for Proposed Code Changes Date 41

Design Phase Commissioning Stakeholder Meeting 2 California Statewide Utility Codes and Standards Program Southern

Design Phase Commissioning Stakeholder Meeting 2 California Statewide Utility Codes and Standards Program Southern California Edison California Commissioning Collaborative • Portland Energy Conservation Inc • Summit Building Engineering December 7, 2010

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Design Phase Commissioning (Cx) Topics Covered ●

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Design Phase Commissioning (Cx) Topics Covered ● Why Design Review ● Background Research ● Proposed Concept ● Example of Design Review Checklist ● Savings Methodology ● Large Office Results ● What’s Next ● Stakeholder Discussion CA Utilities 2011 Title 24 Stakeholder Meeting for Proposed Code Changes Date 43

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Design Phase Commissioning (Cx) Why Design Review

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Design Phase Commissioning (Cx) Why Design Review ● Energy ● ● Increase compliance with Title 24 energy requirements Increase best practices that go beyond Title 24 ● Cost & Time (time=money) ● ● ● Reduce number of significant change orders Reduce administrative time issuing RFIs and change orders Reduce delays associated with resolving deficiencies. ● Quality Building ● ● ● That operates as intended That is easier to construct and maintain That has low long term operating cost CA Utilities 2011 Title 24 Stakeholder Meeting for Proposed Code Changes Date 44

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Design Phase Commissioning (Cx) Why Design Review

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Design Phase Commissioning (Cx) Why Design Review ● Key Part of Building Commissioning Protocol ● ● Commissioning: a quality assurance process that spans the entire design and construction process Includes verifying and documenting that building systems are: ● Planned and designed properly ● Installed and tested properly ● Operated and maintained properly Design Review Reference: CALGreen Description - 2010 California Green Buildings Standards Code, Title 24, Part 11. CA Utilities 2011 Title 24 Stakeholder Meeting for Proposed Code Changes Date 45

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Design Phase Commissioning (Cx) Why Design Review

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Design Phase Commissioning (Cx) Why Design Review ● Early involvement generates greatest energy impact CA Utilities 2011 Title 24 Stakeholder Meeting for Proposed Code Changes Date 46

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Design Phase Commissioning (Cx) Background Research ●

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Design Phase Commissioning (Cx) Background Research ● Stakeholder Surveys ● Published commissioning protocols ● T 24 Requirements ● Part 6 Compliance Paths ● Part 6 Acceptance Requirements ● Part 11 CALGreen Commissioning CA Utilities 2011 Title 24 Stakeholder Meeting for Proposed Code Changes Date 47

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Design Phase Commissioning (Cx) Background Research -

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Design Phase Commissioning (Cx) Background Research - Stakeholder Surveys MEP Designers ● General support for the design review ● Some informal internal design review completed ● Concern with added complexity to an already complex compliance process Commissioning Providers ● Design review is part of successful commissioning ● Concern with qualifications of design reviewer CA Utilities 2011 Title 24 Stakeholder Meeting for Proposed Code Changes Date 48

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Design Phase Commissioning (Cx) Background Research -

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Design Phase Commissioning (Cx) Background Research - Stakeholder Surveys Owners Often already doing some form of commissioning See value when administered by good commissioning authority (CA) Concern of added coordination time and cost Code Officials ● No additional review or compliance checks ● Single point of sign off by Design Reviewer CA Utilities 2011 Title 24 Stakeholder Meeting for Proposed Code Changes Date 49

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Design Phase Commissioning (Cx) Background Research –

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Design Phase Commissioning (Cx) Background Research – Cx Protocols CA Utilities 2011 Title 24 Stakeholder Meeting for Proposed Code Changes Date 50

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Design Phase Commissioning (Cx) Proposed Concept -

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Design Phase Commissioning (Cx) Proposed Concept - Survey Attributes Desired Outcomes: ● Effective – not overly burdensome ● Practical –targets items with most impact ● Not duplicative to existing T 24 compliance ● Effort and cost scalable to project size ● Integrated with AT and CALGreen Cx ● Enforceable CA Utilities 2011 Title 24 Stakeholder Meeting for Proposed Code Changes Date 51

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Design Phase Commissioning (Cx) Proposed Concept –

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Design Phase Commissioning (Cx) Proposed Concept – CEC / Utility Attributes Desired Outcomes: ● Compliance ● ● ● Integrate current T 24 requirements in construction documents Compliment T 24 acceptance testing requirements Add key element (Design Review) to CALGreen for a comprehensive commissioning protocol ● Implementation of design best practices CA Utilities 2011 Title 24 Stakeholder Meeting for Proposed Code Changes Date 52

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Design Phase Commissioning (Cx) Proposed Concept Basic

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Design Phase Commissioning (Cx) Proposed Concept Basic Elements ● Completed checklist required for all NR projects that obtain Certificate of Compliance ● Design Review varies with building size and system types (simple or complex) ● Timing: SD project review and CD design review checklists Design Reviewer (DR) Qualifications ● Self Review for simple systems and < 10 K sqft ● In-house review <75 K sqft by registered engineer ● 3 rd party review >75 K sqft by registered engineer CA Utilities 2011 Title 24 Stakeholder Meeting for Proposed Code Changes Date 53

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Design Phase Commissioning (Cx) Proposed Concept CA

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Design Phase Commissioning (Cx) Proposed Concept CA Utilities 2011 Title 24 Stakeholder Meeting for Proposed Code Changes Date 54

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Design Phase Commissioning (Cx) Proposed Concept –

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Design Phase Commissioning (Cx) Proposed Concept – SD Project Review ● Initial coordination to define project and Design Review needs ● Hold kick–off meeting with owner and project team ● Discuss Design Review process and present required and best practice checklists ● Discuss future CD Design Review approach and timing / scheduling factors CA Utilities 2011 Title 24 Stakeholder Meeting for Proposed Code Changes Date 55

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Design Phase Commissioning (Cx) Proposed Concept –

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Design Phase Commissioning (Cx) Proposed Concept – CD Design Review 1. Substantially complete design doc. s distributed 2. Design Reviewer performs checklist review 3. Signed Design Review form sent to owner and project team 4. Project team addresses review comments 5. Design Review forms/sign-off are printed on Bid Set and submitted with application 6. Code official confirms signed forms are included in plans as part of compliance check CA Utilities 2011 Title 24 Stakeholder Meeting for Proposed Code Changes Date 56

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Design Phase Commissioning (Cx) Proposed Concept –

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Design Phase Commissioning (Cx) Proposed Concept – Extent of Review ● Simple system Design Review is estimated at 16 hours ● Complex system in smaller building, Design Review is estimated at 32 hours ● Complex system in larger building, Design Review is estimated at 54 hours CA Utilities 2011 Title 24 Stakeholder Meeting for Proposed Code Changes Date 57

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Design Phase Commissioning (Cx) Proposed Concept Relationship

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Design Phase Commissioning (Cx) Proposed Concept Relationship to AT and CALGreen Commissioning ● Design review checklist should include acceptance requirements ● If Title 24, Part 11 (CALGreen) is applicable: ● ● ● Confirm CALGreen cx requirements are included in plans/specs Confirm Cx specification are clear and complete CALGreen Cx plan should clarify who is responsible for performing acceptance testing ● Recommendation vs. Requirement: a single entity (typically the commissioning authority) could be responsible for coordinating design review, acceptance requirements and commissioning CA Utilities 2011 Title 24 Stakeholder Meeting for Proposed Code Changes Date 58

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Design Phase Commissioning (Cx) Proposed Concept Integration

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Design Phase Commissioning (Cx) Proposed Concept Integration of Design Review Acceptanc e Testing Title 24 Compliance CALGreen Commissioni ng Design Review Schematic Design Cx. A DR/Cx. A Design Development PE/EC Cx. A PE PE/EC Cx. A DR/Cx. A PE/EC Cx. A AA/Cx. A Schedule Construction Documents Permitting Build AA Acceptance Agent Cx. A Commissioning Agent/Authority EC Energy Consultant or Energy Compliance Professional PE Professional Engineer DR Design Reviewer CA Utilities 2011 Title 24 Stakeholder Meeting for Proposed Code Changes Date 59

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Design Phase Commissioning (Cx) Typical Design Review

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Design Phase Commissioning (Cx) Typical Design Review Checklist CA Utilities 2011 Title 24 Stakeholder Meeting for Proposed Code Changes Date 60

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Design Phase Commissioning (Cx) Example of Design

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Design Phase Commissioning (Cx) Example of Design Review Checklist Inclusion of Best Practice CA Utilities 2011 Title 24 Stakeholder Meeting for Proposed Code Changes Date 61

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Design Phase Commissioning (Cx) Savings Methodology ●

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Design Phase Commissioning (Cx) Savings Methodology ● Create and run energy models ● ● Modified DEER 2008 models (updated to 2008 T 24 and other needed changes) e. QUEST hourly simulation of base case for a well designed building ● Rerun the model with code issues not in compliance ● Tabulate energy impacts vs. base case ● ● Apply factor for how often each code measure not in compliance Estimate impacts of “Better Practice” suggestions and other design review comments CA Utilities 2011 Title 24 Stakeholder Meeting for Proposed Code Changes Date 62

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Design Phase Commissioning (Cx) Large Office Preliminary

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Design Phase Commissioning (Cx) Large Office Preliminary Results Measure selection based on following criteria ● RCxing Annex report findings ● Project team engineering judgment ● Energy savings impact ● Likelihood of not being well specified ● Ease of identifying during design review CA Utilities 2011 Title 24 Stakeholder Meeting for Proposed Code Changes Date 63

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM CA Utilities 2011 Title 24 Stakeholder Meeting

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM CA Utilities 2011 Title 24 Stakeholder Meeting for Proposed Code Changes Date 64

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Insert CASE Author Name Insert contact info

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Insert CASE Author Name Insert contact info CA Utilities 2011 Title 24 Stakeholder Meeting for Proposed Code Changes Date 65

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Design Phase Commissioning (Cx) Next Steps ●

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Design Phase Commissioning (Cx) Next Steps ● Solidify design review measures to be examined ● Complete savings analysis in additional buildings ● office S&L / retail / restaurant / school ● Run models for multiple climate zones ● Extrapolate to statewide new building stock ● Perform additional costing exercise ● Run cost effectiveness analysis ● Re-examine Design Review concept based on cost effectiveness results CA Utilities 2011 Title 24 Stakeholder Meeting for Proposed Code Changes Date 66

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Design Phase Commissioning (Cx) ? QUESTIONS &

CALIFORNIA STATEWIDE UTILITIES CODES AND STANDARDS PROGRAM Design Phase Commissioning (Cx) ? QUESTIONS & COMMENTS Glenn Hansen, PECI – (503) 467 – 0961 ghansen@peci. org Karl Stum, SBE (360) 771 – 0918 kstum@summitbe. com CA Utilities 2011 Title 24 Stakeholder Meeting for Proposed Code Changes Date 67