Implementing the CxP for ESPC Projects – Maximizing Benefits

Implementing the CxP for ESPC Projects – Maximizing Benefits

Chuck Dorgan, P.E., Ph.D.

Roger Johnson

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So, What are We Going To Do?

Take the best of commissioning process practice and incorporate into the ESPC process

Develop a Guide Develop Sample tools Complete a pilot project

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Tasks to be Completed

Interviews and meetings with ESCOs Develop the guideline on how CxP can

effectively be integrated with Super ESPC program

Develop sample tools/templates with the Cx Working Group members for use in Super ESPC projects– This would include ‘shared formats’ that are

proven from all projects

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Positive Outcomes of the CxP for ESPC Projects

All expectations defined early and clearly understood

Non-energy benefits known and included in the early proposals and planning

More value delivered to the Agencies

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Positive Outcomes of the CxP for ESPC Projects

More profits or larger projects with the same investment for the ESCOs

Development of a library for CxP supporting documentation

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Benefits to ESCOs and Agencies

Uniform implementation of the Commissioning Process for ESPC Projects

Shared formats from all projects, as one basis for input to the Library of Formats for the Cx Process

– Note: ( “shared formats” means, as templates for specific project or energy implementations are developed by an ESCO related to the commissioning process during a project and determined to be effective (with suggested revisions) at the final continuous improvement session or as part of the final commissioning process report, it would be put into the library for others to use. A cost benefit of the ESPC program to the Agency. Recommend including tentative formats from early projects. This aids everyone who is involved in more than one project in understanding commissioning formats, including , Cx Plans, checklists, performance tests, reports, etc. )

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Benefits to ESCOs and Agencies

Library of formats for checklists, performance testing, best modifications of standard testing methods (example ASHRAE 150-2000 for TES), CxPlans, CxReports

Shared communications of benefits

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Working Draft Super ESPC CxProcess

Phase 1: Held after Initial Proposal Kickoff meeting facilitated by DOE

Form CxP Team Convene a Project Intent Workshop Draft Project Intent Document Use PI Document to guide development of the initial

proposal and to increase certainty of acceptance Develop the format for the issues/benefit log and

report

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Phase 2: Initial Project Development Cx Team meets with Agency and ESCO

– Note: CxTeam may only be the ESCO designated Commissioning Process leader and Coordination person from the Agency for many projects and others as required

Refines Project Intent Document based upon, and to match the Initial Proposal Scope

Develops the Cx Plan Defines energy and maintenance benefits, and

expected indirect benefits (productivity, satisfaction, and others that will be standard for benchmarking, the Cx Working Group will develop as we go)

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Phase 3: Negotiating and Awarding of DO Revise the PI that will be used to verify the project

implementation or installation, and benchmark the project during turnover and use for the life of the implemented measure, to match the final DO

Refine the Cx Plan to match negotiated award in the DO

(Other Activities that need to be considered, can be developed at Wednesday Session or at a later working session. Need to add and foresee commissioning requirements that have value to both ESCO and Agency during Phase 4 and after turnover or use by the Agency)

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Phase 4: Implementing the DO - Design Develop design checklists for use at 30, 60, and final

design Verify the completed design checklists Use statistical sampling methods for verifying that

the plans and specifications meet the project intent Integrate CxP activities during construction and

turnover into project specifications (construction checklists, meetings, performance testing, etc.)

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Phase 4: Implementing the DO – Performing Modifications or Installations

Team meetings, as required to address project intent and quality issues.

Review the the commissioning process activities, why and benefits, during pre-construction meeting

Review selected and random equipment, materials, and other submittals for compliance with the project intent

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Verify the completed construction checklists – require only sample physical check of each task or installation for maximum effectiveness and lowest cost

Use statistical sampling methods to verify the checklists are completed accurately and project intent achieved

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Maintain the issues/benefits log and report Review training and verify training Assist in developing the Systems Manual

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Participate in and formally verify performance and other required tests or evaluations, this will include M&V

Agency Reviews ESCO’s Cx Report and other

material as deemed appropriate Reviews the Continuous Commissioning

Plan

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Phase 4: Operations and Occupancy ESCO’s CxA assists Agency O&M staff in

addressing any operational, training, or performance issues

Verifies effectiveness for any first year additional training that is required

Witnesses and verifies the report on any Seasonal Testing

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Phase 4: Operations and Occupancy Use• Perform the first year continuous

commissioning requirements or assist the Agency in performing the requirements in the first year

• Execute a Lessons Learned workshop at the 8-10 month period to develop information for the Continuous Improvement Report

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Phase 4: Operations and Occupancy Use• Participate in a mid-year agency project and

warranty review • Develop the final CxP Report on the project

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Cost/Benefit of the CxProcess– Cost should be from 0.5 – 3% of Energy Projects– Direct benefits to the ESCO should be 1 to 10 times the

cost on typical projects– Additional documented benefits to the Agency should also

run from 1 to 4 times on energy projects, with some projects reporting benefits greater than 100 times the CxP cost. This may be difficult to document, unless the ESCO’s is required to T&M the CxA and other team member’s cost

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Come for Wednesday 12-3 Sesson

We need to use the Wednesday session 12-3 to gather key feedback for developing the expanded and details of the Draft Super ESPC CxProcess document and pilot project requirements and expectations

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Question/AnswersFeedback and Discussion

Documents

Implementing the CxP for ESPC Projects – Maximizing Benefits