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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




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





Source: ISO 50001

Re-Commended Literature and examples (to be put on MOSS)

• L1: ISO 50001 (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

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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

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Getting started in Re-Co: Process Template

Process design with focus on pilot status (1.+2.)

1. Design (Plan)1. Clarification of basics and objectives2. Pre-Analysis and selection of buildings3. 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





Getting started in Re-Co: 1. Design

Milestone Accomplished Status

M0 Project kickoff (milestone for the whole project)- Initial contact with the building owner- Strategic objectives defined- General overview on buildings

M1 Contract with building owner signed (milestone for the whole project)

M2 Building selected for Re-Co (milestone per building)- All buildings have been selected for re-commissioning services

M3 Energy Baseline established (milestone per building)- Energy baseline for all





Getting started in Re-Co: 1. Design1.1 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, CO2, 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.?





Getting started in Re-Co: 1. Design1.2 Pre-Analysis and selection of buildings

Actions / Questions Recommendations 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)?





Getting started in Re-Co: 1. Design1.3 Establishing of baseline


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?





Getting started in Re-Co: 2. Investigation


M4 Measure identified/designed (milestone per measure)- Saving potential described- Cost and savings calculated

M5 Measures approved for implementation- Approval for implementation by the owner- Budget granted





Getting started in Re-Co: 2. Investigation2.1 Analysis of Building


Design your audit scheme: Technical • What 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: Behavioral • Who 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.





Getting started in Re-Co: 2. Investigation2.2 Pre-Design of Measures


General • What 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. Investigation2.3 Verify the Pre-Design


General • Check 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.





Getting started in Re-Co: 2. Investigation2.3 Verify the pre-design


Building Services: set points and schedules • Check • 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.





Getting started in Re-Co: 3. Implementation


M6 Measure implemented (milestone per measure)-

M7 Measure evaluated (milestone per measure)





Getting started in Re-Co: 3. Implementation3.1 Design measures and implementation


Implementation plan • Create 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")





Getting started in Re-Co: 3. Implementation3.1 Design measures and implementation


Evaluation and reporting plan • Create 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?





Getting started in Re-Co: 3. Implementation3.2 Implementation


Announce & Explain • Announce and explain all activities to relevant (!) partners (do not involve everybody: changes can lead to resistance or additional desires!).

Implementation • Implement 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!





Getting started in Re-Co: 3. Implementation3.3 Documentation


Create a PilotLog • Make 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.





Getting started in Re-Co: 4. Hand-Off / Evaluation (Check)


M8 Re-Co process evaluated for building (milestone per building)

M9 Re-Co project evaluated for building owner (milestone for the whole project)







Collect Data • Gather 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 measures • During 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.







Evaluate measures • Calculate all measures according to your monitoring concept. • Calculate and check the individual indicators.• Explain achievements and failures.

Evaluate project • Calculate the project according to your monitoring concept.• Calculate and check the individual indicators.• Explain achievements and failures.





Getting started in Re-Co: 5. Continuity (Act)


M5 Measure identified/designed (milestone per measure)

M6 Measure implemented (milestone per measure)








Getting started in Re-Co: 5. Continuity (Act)


Design supervision • Create 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 supervision • Continuous data collection.• Continuous reporting

Evaluate supervision • Evaluate the supervision according to the indicators (annually?)




D3.4 Re-Co pilot project documentation template (PilotLog)

MilestonesThe following milestones should be defined an documented in all pilot projects

and for all measures.


M0 Project kickoff (milestone for the whole project)

M1 Contract with building owner signed (milestone for the whole project)

M2 Building selected for Re-Co (milestone per building)

M3 Energy Baseline established (milestone per building)

M4 Measure identified/designed (milestone per measure)

M5 Measures approved for implementation (milestone per measure)

M6 Measure implemented (milestone per measure)




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