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Www.energydesign-bs.de braunschweig Re-Co WP3: Common Re-Co process and Pilot Project Documentation D3.3 Re-Co pilot project process scheme energydesign.

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Presentation on theme: "Www.energydesign-bs.de braunschweig Re-Co WP3: Common Re-Co process and Pilot Project Documentation D3.3 Re-Co pilot project process scheme energydesign."— Presentation transcript:

1 braunschweig Re-Co WP3: Common Re-Co process and Pilot Project Documentation D3.3 Re-Co pilot project process scheme energydesign braunschweig GmbH (project partner) Stefan Plesser, Adrian Görtgens

2 braunschweig Re-Co WP 3: Common Re-Co Process and Pilot Project Documentation This document -Shows some example approaches for Re-Co -Defines a Re-Co process for this project -Gives practical re-commendations for the current tasks in the pilots -Provides examples for elements of Re-Co projects

3 braunschweig D3.3 Re-Co pilot project process scheme Source: ISO Re-Commended Literature and examples (to be put on MOSS) L1: ISO (International) Content: Energy Management in Companies / Administrations Reference to PDCA-Cycle Focus on Administration and Management within the Institution, less information on how to actually do something Re-Co: Should somehow refer to this in an “official” way Should be more practical and less focused on Administr. We need to understand the difference between engineering and management concepts! L2: Continuous Commissioning Guidebook (USA) Content: Guidebook with analysis/contract/implementation phases, Focus on external approach Focus on technical issues (HVAC), Energy, IEQ, Cost ReCo: Should not focus on contract issues Should not only focus on Technology and O&M personnel A P D C

4 braunschweig D3.3 Re-Co pilot project process scheme Source: Recommissioning Guidebook, Canmet, 2008 Re-Commended Literature and examples (to be put on MOSS) L3: Recommissioning Guide for Building Owners and Managers (Canada) Content: Some background on ReCo 6 steps from Pre-Study to Monitoring, helpful for internal and external use Focus on technical issues (HVAC), Energy, IEQ, Cost Good Checklist to start (“key strategies”) ReCo: Should include (all kinds of) occupants Has to skip pre-screening to select buildings? L4: California Commissioning Guide: Existing Buildings (USA) Content: Similar to above, more compact Interfaces to LEED Also: L5: IPMVP, L6: Reports of IEA Annex 40 and 47 P D C A

5 braunschweig D3.3 Re-Co pilot project process scheme Getting started in Re-Co: Process Template Process design with focus on pilot status (1.+2.) 1.Design (Plan) 1.Clarification of basics and objectives 2.Pre-Analysis and selection of buildings 3.Establishing of baseline 2.Investigation (Plan) 1.Analysis of buildings 2.Pre-Design of Measures 3.Implementation (Do) 4.(Hand-off) Evaluation (Check) 5.Continuity (Act) Recommendations to pilots 1.1 should be the focus of the pilots at this stage. 1.2 may not be an option in this project: check if the chosen buildings would have been selected for ReCo. If you can still choose buildings: select the ones with some clear (technical) potentials! Do not spend to much time on formalities at this point. ReCo should start pilot logs for each pilot, this could be identical with our informal report for EACI to document what we have done. Plan Do Check Act

6 braunschweig D3.3 Re-Co pilot project process scheme Getting started in Re-Co: 1. Design MilestoneAccomplished Status M0Project kickoff (milestone for the whole project) -Initial contact with the building owner -Strategic objectives defined -General overview on buildings M1Contract with building owner signed (milestone for the whole project) M2Building selected for Re-Co (milestone per building) - All buildings have been selected for re-commissioning services M3Energy Baseline established (milestone per building) - Energy baseline for all

7 braunschweig D3.3 Re-Co pilot project process scheme Getting started in Re-Co: 1. Design 1.1 Clarification of basics and objectives 1.Design (Plan)Recommendations to pilots, Examples What are your objectives/competences/motivation/capacities? Chose activities that suite your abilities: If you do not have an expert on chillers, don’t invest too much in this topic, since the systems and improvements are complex! You should have some back up experience in case you need additional knowhow, e.g. other engineering companies. What are the owners objectives/competences/motivation/capacities? Be at clear terms with your owner: is this project to be cost effective or (to some degree) a joint learning experience?  Evaluation depends on expectation, and the first impression matters most! Goals can be cost, energy, CO 2, Indoor Environmental Qualities, learning (user/staff), image, alibi … Find partners in the owners team that personally like the project (see L3, page 34/40: In-house champion) What is possible in the project, are there NoGo’s?E.g.: Don’t touch the IT-center! Do not involve the head physicians! Do not increase the workload of my O&M staff! No questionnaires! How (fast) can measures be implemented: Inhouse staff capacities? Need for tenders? Is there a standard procedure to propose investm.?

8 braunschweig D3.3 Re-Co pilot project process scheme Getting started in Re-Co: 1. Design 1.2 Pre-Analysis and selection of buildings Actions / QuestionsRecommendations to pilots, Examples What is the general status of the owners buildings stock?Check roughly what is there and in what condition it is: Usage? Facades & Construction? Building services? User behavior? In house staff? Optimization requires malfunction  selection of buildings is essential! Is there an EIS/EMS/BMS and what functionalities are there (Management, data visualization, data export)? If there is no BMS, some important potentials might drop out (if installation is not a part of ReCo). Operations schedules and system temperatures are most important to achieve savings with the BMS. Check if they are on the system. Check how energy metering is done: Where are meters? Who owns them? Do you have access to the data? What data do you get (e.g. monthly readings or 15-minute online?)  this is crucial for the measures and for the evaluation! If there is no EMS/BMS look out for mobile metering systems and whether the owner want to invest in meters anyway. Try to match your competences, the owners objectives and the building potentials For this try to think possible measures to the end (evaluation): Can it be implemented without cost? How fast will you get a budget? Do measures concern other issues (reliability? Is the system running to make up for other problems e.g. heating for bad insulation?) Can you evaluate measures (e.g. coaching users/in house staff)?

9 braunschweig D3.3 Re-Co pilot project process scheme Getting started in Re-Co: 1. Design 1.3 Establishing of baseline Actions / QuestionsRecommendations to pilots, Examples Create Indicators and a monitoring scheme for individual measures Match your potential measures, owners expectations and existing/necessary metering technology. If there is no historic data, define a timeline for its set up or chose a bottom-up evaluation. Define (simple) data correction methodologies! Create Indicators and a draft monitoring scheme for your whole project Besides individual indicators for individual measures you should define indicators for the whole project (money, CO2, learnings etc.). How can we measure success of ReCo methods, specifically if we focus on change in user behaviour? What output measures are conceivable?

10 braunschweig D3.3 Re-Co pilot project process scheme Getting started in Re-Co: 2. Investigation MilestoneAccomplished Status M4Measure identified/designed (milestone per measure) -Saving potential described -Cost and savings calculated M5Measures approved for implementation -Approval for implementation by the owner -Budget granted

11 braunschweig D3.3 Re-Co pilot project process scheme Getting started in Re-Co: 2. Investigation 2.1 Analysis of Building Actions / QuestionsRecommendations to pilots, Examples Design your audit scheme: TechnicalWhat systems do you want to look at (potential in the system; competence in your company; focus of your owner)? What do you want to know about the systems (Hydraulic design scheme? Functional design? Setpoints and schedules? Operation data? How do you gather data: Excel sheets, Fotos, Word-Docs, data base? Depending on the situation of the building owner it may be useful to match your data acquisition with the owners documentation  your documentation can be a useful addition to the existing documentation, otherwise likely to warm shelves after ReCo. Design your audit scheme: BehavioralWho can be a target group (physicians, nurses, visitors, O&M staff, management …)? How can they be approached? What are your competences in training, awareness campaigns etc.?  check e.g.

12 braunschweig D3.3 Re-Co pilot project process scheme Getting started in Re-Co: 2. Investigation 2.2 Pre-Design of Measures Actions / QuestionsRecommendations to pilots, Examples GeneralWhat are the activities that need to be placed at the beginning and the end of the project? Which steps need to done at all costs (MUST-criteria)? Which steps should be done ideally (CAN-criteria)? How will these activities be carried out in detail and who is responsible for the implementation? Who will receive information from the particular activities? Who needs support in implementing the activities? What is the time frame for each activity? Which tools (plans, checklists, information) are neccessary /helpful in order to plan and implement the process? Getting started in Re-Co: 2. Investigation 2.3 Verify the Pre-Design Actions / QuestionsRecommendations to pilots, Examples GeneralCheck if the identified measures meet the overall objectives (1.1) of your project (time, money, ecology etc.) and if they can be evaluated properly by your indicators (1.3). Adapt if necessary.

13 braunschweig D3.3 Re-Co pilot project process scheme Getting started in Re-Co: 2. Investigation 2.3 Verify the pre-design Actions / QuestionsRecommendations to pilots, Examples Building Services: set points and schedulesCheck if the identified measures meet the overall objectives (1.1) of your project (time, money, ecology etc.) and if they can be evaluated properly by your indicators (1.3). Adapt if necessary.

14 braunschweig D3.3 Re-Co pilot project process scheme Getting started in Re-Co: 3. Implementation MilestoneAccomplished Status M6Measure implemented (milestone per measure) - M7Measure evaluated (milestone per measure)

15 braunschweig D3.3 Re-Co pilot project process scheme Getting started in Re-Co: 3. Implementation 3.1 Design measures and implementation Actions / QuestionsRecommendations to pilots, Examples Implementation planCreate a realistic time schedule (include the times others need to carry out tasks on which you depend e.g. tenders, installation of metering devices etc.) Complete your monitoring scheme: Check if the identified measueres meet the overall objectives (1.1) of your project (time, money, ecology etc.) and if they can be evaluated properly by your indicators (1.3). Adapt meters, methodologies etc. if necessary. Define a strategy for integrating people: what do you promise? What kind of feedback do you want to give? And when? Do not overlaod your activities or other peoples time frame for the project! Focus on the high potential measures. Create milestones (see spread sheet "Milestones")

16 braunschweig D3.3 Re-Co pilot project process scheme Getting started in Re-Co: 3. Implementation 3.1 Design measures and implementation Actions / QuestionsRecommendations to pilots, Examples Evaluation and reporting planCreate an evaluation and reporting template. It is extremely helpful to at least exemplarily (!) write the evaluation report at this point of time to ensure that you will have all the information you need, to identify lacks and to see whether the report reflects the project well to your client. The report can help you to agree on the service level (your amount of work!) with your client (if you are not paid by the kWh...). The calculation should include cost (invest, your personnel, your clients personnel), savings (form meterings, prices etc.) and amortization (this is not necessarily about economic truth, but about a useful estimation.: use simple and transparent methodologies: you might just count the hours, static amortization). Content (building state, measures, time, money, savings etc.) and format (Word, PowerPoint, Website, Terminology etc.) should be clear and aggreed upon with the client. This includes also the way you want to communicate: monthly written reports? Emergency call when ever you detect a problem? Three monthly meetings?

17 braunschweig D3.3 Re-Co pilot project process scheme Getting started in Re-Co: 3. Implementation 3.2 Implementation Actions / QuestionsRecommendations to pilots, Examples Announce & ExplainAnnounce and explain all activities to relevant (!) partners (do not involve everybody: changes can lead to resistance or additional desires!). ImplementationImplement the measures carefully! Be sensitive to any kind of reaction (form the building, from the people etc.) Follow up on the milestones of your implementation plan. Make sure that the necessary meterings are working and that data is coming in! Check soon after implementation!

18 braunschweig D3.3 Re-Co pilot project process scheme Getting started in Re-Co: 3. Implementation 3.3 Documentation Actions / QuestionsRecommendations to pilots, Examples Create a PilotLogMake a continuous documentation of the implementation (PilotLog) including all important actions and decisions. Depending on your contract this is essential for documenting your activities (e.g. to the EU officer in ReCo). Keep the relevant partners up to date on your activities: this can be just an informal and internal information or can itself be part of an awareness measure (e.g. newsletter, news on project website). Be careful: information can raise expectations: you don't have to inform everybody! In this sense information is a tool to support your project. Continuously check the incoming data of your measurements for plausibility and test whether they fit to your evaluation report.

19 braunschweig D3.3 Re-Co pilot project process scheme Getting started in Re-Co: 4. Hand-Off / Evaluation (Check) MilestoneAccomplished Status M8Re-Co process evaluated for building (milestone per building) M9Re-Co project evaluated for building owner (milestone for the whole project)

20 braunschweig D3.3 Re-Co pilot project process scheme Getting started in Re-Co: 4. Hand-Off / Evaluation (Check) Actions / QuestionsRecommendations to pilots, Examples Collect DataGather all data on the project continuously. It is important to decide whether an manual of automated data collection and analysis is more appropriate or effective. Carry out necessary corrections (weather, usage, prices etc.). Re-Design measuresDuring the implementation some measures might have undergone some changes. Before evaluating them they should be re-designed to be able to create a meaningful evaluation. Examples: Change of usage requires correction of benchmarks; It turns out that the measures have been implemented in another way than intended-> this could effect your amortization calculation. You will learn about the building during the course of the project. Maybe you had made some wrong assumptions.

21 braunschweig D3.3 Re-Co pilot project process scheme Getting started in Re-Co: 4. Hand-Off / Evaluation (Check) Actions / QuestionsRecommendations to pilots, Examples Evaluate measuresCalculate all measures according to your monitoring concept. Calculate and check the individual indicators. Explain achievements and failures. Evaluate projectCalculate the project according to your monitoring concept. Calculate and check the individual indicators. Explain achievements and failures.

22 braunschweig D3.3 Re-Co pilot project process scheme Getting started in Re-Co: 5. Continuity (Act) MilestoneAccomplished Status M5Measure identified/designed (milestone per measure) M6Measure implemented (milestone per measure) M7Measure evaluated (milestone per measure) M8Re-Co process evaluated for building (milestone per building) M9Re-Co project evaluated for building owner (milestone for the whole project)

23 braunschweig D3.3 Re-Co pilot project process scheme Getting started in Re-Co: 5. Continuity (Act) Actions / QuestionsRecommendations to pilots, Examples Design supervisionCreate a supervision plan: define necessary meters, create a reporting template and process (Monthly? Annually?) Is supervision necessary? What should be supervised? Is supervision useful and feasible (simple check: how much do have to save by supervision to meet your costs)? What kind of supervision is appropriate (continuous monitoring? Regular inspection?) Can/should the existing metering infrastructure be used? Define success indicators for the supervision (maintain savings? Additional savings?) If your client expects additional savings it is important to clarify the expected effort! Implement supervisionContinuous data collection. Continuous reporting Evaluate supervisionEvaluate the supervision according to the indicators (annually?)

24 braunschweig D3.4 Re-Co pilot project documentation template (PilotLog) Milestones The following milestones should be defined an documented in all pilot projects and for all measures. MilestoneAccomplished Status M0Project kickoff (milestone for the whole project) M1Contract with building owner signed (milestone for the whole project) M2Building selected for Re-Co (milestone per building) M3Energy Baseline established (milestone per building) M4Measure identified/designed (milestone per measure) M5Measures approved for implementation (milestone per measure) M6Measure implemented (milestone per measure) M7Measure evaluated (milestone per measure) M8Re-Co process evaluated for building (milestone per building) M9Re-Co project evaluated for building owner (milestone for the whole project)


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