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FLORIDA LIFE-CYCLE COST ANALYSIS PROGRAM For Sustainable State Agencies

REQUIREMENTS & INSTRUCTIONS

FORM #AE16(A)

INCORPORATED BY REFERENCE IN RULE 60D-4.006, F.A.C.

Florida Life-Cycle Cost Analysis Program – Requirements & Instructions

INCORPORATED BY REFERENCE IN RULE 60D-4.006, FAC

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CONTENTS SECTION 1 – FLCCA PROGRAM REQUIREMENTS ..................................................................................................... 3

1.1 Authority.................................................................................................................................................. 3

1.2 Conformance ........................................................................................................................................... 3

A. Overview ............................................................................................................................................... 3

B. Applicability .......................................................................................................................................... 3

C. General Procedures .............................................................................................................................. 3

D. Analysis Period ...................................................................................................................................... 4

E. General Exception................................................................................................................................. 4

1.3 Definitions ............................................................................................................................................... 4

1.4 Professional Credentials ........................................................................................................................... 5

1.5 Alternative Designs .................................................................................................................................. 5

A. Definition .............................................................................................................................................. 5

B. Required Number of Alternative Designs ............................................................................................. 6

C. Energy Modeling ................................................................................................................................... 6

1.6 Major Energy-Consuming Equipment ....................................................................................................... 6

1.7 Minimum Energy Performance Requirements ......................................................................................... 7

A. New Construction, Additions, and Major Building Renovations .......................................................... 7

B. Renovation Projects .............................................................................................................................. 8

C. Guaranteed energy, water, and wastewater performance savings projects ....................................... 9

1.8 Computer-Based Simulation .................................................................................................................... 9

A. Simulation Requirements (Energy Model Requirements) .................................................................... 9

B. Computer-Based Simulation Program Requirements (Software Requirements) ............................... 10

SECTION 2 – LIFE-CYCLE COST ANALYSIS INSTRUCTIONS ...................................................................................... 11

2.1 General Instructions ............................................................................................................................... 11

A. Forms .................................................................................................................................................. 11

B. Basic Procedures ................................................................................................................................. 12

C. Inflation & Discount Rate ................................................................................................................... 12

D. Submission Requirements .................................................................................................................. 12

2.2 A/E Information Sheet – Form #AE16(B) ................................................................................................ 13

2.3 FLCCA Sensitivity Analysis Sheet – Form #AE16(C) ................................................................................. 13

2.4 FLCCA Summary Sheet - Form #AE16(D) ................................................................................................. 14

A. Scope of Work .................................................................................................................................... 14

B. Sustainability Goal .............................................................................................................................. 14

C. Minimum Energy Performance........................................................................................................... 14



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D. Total Life-Cycle Cost ........................................................................................................................... 15

E. Annual Energy Consumption .............................................................................................................. 15

F. Maximum Allowable Energy Consumption ........................................................................................ 15

G. Percentage Reduction ........................................................................................................................ 15

H. Energy Performance Index ................................................................................................................. 15

I. Cost Utilization Index .......................................................................................................................... 16

J. General Building Information ............................................................................................................. 16

K. Technical Descriptions for Alternative Designs .................................................................................. 16

L. Annual Operating Cost Calculations ................................................................................................... 17

M. Annual Maintenance Costs ................................................................................................................. 17

N. Capital Costs (Ownership Cost, Replacement Cost, & Residual Value) .............................................. 18

2.5 FLCCA Computation Sheet – Form #AE16(E) ........................................................................................... 19

2.6 DOE Forecast Sheet – Form #AE16(F) ..................................................................................................... 21

2.7 Service Life Sheet – Form #AE16(G) ........................................................................................................ 21



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SECTION 1 – FLCCA PROGRAM REQUIREMENTS 1.1 Authority

The Florida Life-Cycle Cost Analysis Program (FLCCA Program) was developed to comply with The Florida Energy Conservation and Sustainable Buildings Act of 2008 through Rule 60D-4, Florida Administrative Code (FAC).

1.2 Conformance

A. Overview In accordance with Rule 60D-4.003(1), FAC, the selection of major energy-consuming equipment and architectural components for new and existing state facilities must be made on the basis of a life-cycle cost analysis of alternative designs. The life-cycle cost analysis of alternative designs is required to be performed in accordance with Rule 60D-4.006, FAC. The FLCCA Requirements & Instructions (this document) delineates how the life-cycle cost analysis shall be performed for the alternative designs that have been developed for the agency’s consideration. Refer to Section 2 of this document for life-cycle cost analysis instructions and submission requirements.

B. Applicability

In accordance with Rule 60D-4.004, FAC, the FLCCA Program applies to state agencies for all of the following projects:

new facilities constructed for the use of a state agency

additions to existing state-owned facilities

renovations to existing state-owned buildings that include the replacement or new installation of any one item of major energy-consuming equipment (see section 1.6 of this document for the definition of major energy-consuming equipment)

“guaranteed energy, water, and wastewater performance savings projects” as defined in Section 489.145, Florida Statutes

The FLCCA Program also contains requirements for the following areas:

minimum energy performance of alternative designs

computer-based energy modeling

equipment type requirements C. General Procedures

The FLCCA Forms & Documents file is a Microsoft Excel® spreadsheet file that automatically calculates the total life-cycle cost for each alternative design in accordance with Rule 60D-4.006, FAC, based on the user’s cost inputs. The FLCCA Requirements & Instructions (this document) provides all of the requirements for developing the user’s cost inputs and the alternative designs developed for the agency’s consideration.



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The FLCCA Forms & Documents file also contains all of the reporting forms required to document compliance with the FLCCA Program. There are no other forms outside the FLCCA Forms & Documents file required to demonstrate compliance with the FLCCA Program. Refer to Section 2.1(D) of this document for submission requirements. All of the forms that make up the FLCCA Forms & Documents file are available in one Microsoft Excel® file from the Department of Management Services at the following website:

http://dms.myflorida.com/business_operations/real_estate_development_management/building_construction

D. Analysis Period

In accordance with Rule 60D-4.006, the analysis period for the life-cycle cost analysis shall be:

25 years for all new construction and renovation projects.

Equal to the expected term of the contract for all “guaranteed energy, water, and wastewater performance savings projects” as defined in Section 489.145, Florida Statutes.

E. General Exception

In accordance with Rule 60D-4.004(2)(c), FAC, new and replacement energy-consuming equipment intended to serve as back-up equipment that only operates if primary equipment fails may be omitted from the FLCCA Program requirements at the agency’s discretion. Such back-up equipment shall be considered to have a negligible impact to the agency’s overall energy consumption due to infrequent operation. However, the requirements of the FLCCA Program shall be applicable to all other aspects of the same renovation project if major energy-consuming equipment is installed new or replaced. This exception does not apply to supplemental equipment, which is defined in Rule 60D-4.004(2)(c), FAC as energy-consuming equipment that is intended to operate regularly for the purposes of meeting peak load requirements.

1.3 Definitions

A. Additions – mean any facility related project that increases a building’s footprint and the conditioned square footage of a building.

B. Alternative design – refers to a potential architectural or engineering design for a new construction, addition, or renovation project, that is unique from all other building designs under consideration in at least one of the following areas:

1. thermal characteristics of building envelope materials 2. amount of exterior glass 3. thermal characteristics of exterior glass 4. type of energy-consuming system 5. type of energy-consuming equipment 6. type of component within energy-consuming equipment 7. type of control scheme for equipment or systems 8. equipment energy efficiency rating 9. interior lighting system power density (watts per square foot)




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C. Annual Supplement to NIST 135 – refers to the Energy Price Indices and Discount Factors for

Life-Cycle Cost Analysis – 2009, Annual Supplement to NIST 135 and NBS Special publication 709, National National Institute of Standards and Technology, NISTIR 85-3273. This document has been incorporated by reference in Rule 60D-4.008, FAC.

D. DOE – refers to U.S. Department of Energy. E. Energy-consuming equipment – any mechanical or electrical equipment that consumes

electricity or fuel and is used in heating, ventilation, air-conditioning, lighting, hot water heating, and power distribution systems.

F. Energy Star – refers to the joint energy efficiency program between the U.S. Environmental Protection Agency and the U.S. Department of Energy.

G. HVAC – refers to heating, ventilation, and air-conditioning. H. kBTU – refers to one-thousand British thermal units. I. Life-cycle cost analysis – a comparative analysis of the total life-cycle costs ranked from lowest

to highest for the associated alternative designs. J. NIST – refers to the National Institute of Standards and Technology. K. Renovation – means an existing building undergoing an alteration that varies or changes HVAC

systems, lighting systems, water-heating systems, insulation, or exterior building envelope conditions.

L. Service water heater – refers to a water heater used for domestic or commercial purposes other than HVAC space heating or manufacturing processes.

M. Sustainable building rating – refers to one of the following sustainable rating systems required in Section 255.257(4), Florida Statutes:

1. the United States Green Building Council (USGBC) Leadership in Energy and

Environmental Design (LEED) rating system 2. the Green Building Initiative's Green Globes rating system 3. the Florida Green Building Coalition rating system

Applicable Rule: 60D-4.002, FAC

1.4 Professional Credentials

The FLCCA Program shall be performed for the agency by one of the following:

an architect or engineer licensed in Florida

a “guaranteed energy, water, and wastewater performance savings contractor” as defined in Section 489.145, Florida Statutes

Applicable Rule: 60D-4.006(1), FAC

1.5 Alternative Designs

A. Definition

An alternative design is defined here as a potential architectural or engineering design for a new construction, addition, or renovation project that is unique from all other building designs under consideration in at least one of the following areas:



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thermal characteristics of building envelope materials

amount of exterior glass

thermal characteristics of exterior glass

type of energy-consuming system

type of energy-consuming equipment

type of component within energy-consuming equipment

type of control scheme for equipment or systems

equipment energy efficiency rating

interior lighting system power density (watts per square foot)


B. Required Number of Alternative Designs

At least three alternative designs must be developed for the agency’s consideration for all projects that must conform to the FLCCA Program. Refer to Section 1.2 of this document for the list of projects that must conform to the FLCCA Program. The FLCCA Program forms contain spaces to report life-cycle cost results for up to six alternative designs. Exception: The minimum number of alternative designs for “guaranteed energy, water, and wastewater performance savings projects” as defined in Section 489.145, Florida Statutes is one. The agency may require more alternative designs.

Applicable Rules: 60D-4.004(1)(b), 60D-4.004(2)(d), 60D-4.004(4)(g), FAC

C. Energy Modeling

The energy usage for each alternative design shall be modeled with a computer-based simulation program. Refer Section 1.8 of this document for detailed requirements.


1.6 Major Energy-Consuming Equipment

Under the authority of Section 255.255(1), Florida Statutes and in accordance with Rule 60D-4.004(2)(a), FAC, major energy-consuming equipment shall be defined as:

A. Chillers with a total cooling capacity of 25 tons (300,000 BTUH) or greater. B. Boilers with a total input heating capacity of 300,000 BTUH (88 kW) or greater. C. Unitary HVAC equipment (single and multiple units) within a single building where the total

cooling or heating capacity being installed in the project is 25 tons (300,000 BTUH) or greater. Unitary HVAC equipment as defined here shall include:

self-contained air-conditioners and heat pumps

complete split system air-conditioners and heat pumps, which shall be defined here as both the condenser and evaporator sections of the system

fuel-burning furnaces



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electric heaters

D. Service water heaters (single and multiple units) within a single building where the total input heating capacity being installed in the project is 300,000 BTUH (88 kW) or greater.

E. Lighting fixtures within a single building where the total lighting capacity being installed in the project is 30 kW or greater.

1.7 Minimum Energy Performance Requirements

A. New Construction, Additions, and Major Building Renovations

1. Major renovations: Renovations to existing state-owned facilities shall be allowed to

comply with this section when the agency determines that the scope of the proposed renovation addresses enough energy-consuming equipment and architectural elements to meet the whole-building energy performance requirements listed here.

2. Maximum allowable building energy consumption: The maximum allowable annual building energy consumption for alternative designs shall be based on the minimum energy performance requirement of the sustainable building rating adopted by the agency in accordance with Section 255.257(4)(a), Florida Statutes.

3. Specific energy performance requirements: a. New construction and additions:

1) The first alternative design shall demonstrate equal or less energy

consumption than the maximum allowable energy consumption described in paragraph (2) of this section.

2) The second alternative design shall demonstrate a percentage reduction in energy consumption of 10 percent, or more, when compared to the maximum allowable energy consumption as described in paragraph (2) of this section.

3) The third alternative design shall demonstrate a percentage reduction in energy consumption of 20 percent, or more, when compared to the maximum allowable energy consumption as described in paragraph (2) of this section.

4) Additional alternative designs, if developed, shall demonstrate equal or less energy consumption than the maximum allowable energy consumption described in paragraph (2) of this section.

b. Major building renovations:

1) Two alternative designs shall demonstrate equal or less energy consumption than the maximum allowable energy consumption described in this section.

2) The third alternative design shall demonstrate a percentage reduction in energy consumption of 10 percent, or more, when compared to the maximum allowable energy consumption as described in paragraph (2) of this section.



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3) Additional alternative designs, if developed, shall demonstrate equal or less energy consumption than the maximum allowable energy consumption described in paragraph (2) of this section.

4. The percentage reduction (PR) shall be calculated as follows: PR = 100 × (required consumption–proposed consumption) / required consumption

B. Renovation Projects

1. Specific energy performance requirements:

a. Each alternative design shall meet or exceed the minimum energy performance

requirement of the sustainable building rating adopted by the agency in accordance with Section 255.257(4)(a), Florida Statutes.

b. Each alternative design shall demonstrate different energy consumption.

2. Equipment type requirements:

a. Water-cooled equipment replacements: When the existing HVAC equipment being replaced utilizes cooling towers or ground water for heat rejection purposes, at least one alternative design shall incorporate water-cooled equipment, unless there exist conditions outside of the agency’s control as listed here:

Exceptions:

The existing supply or return well has failed and is not repairable.

The permit application for groundwater consumption has been denied by the authority having jurisdiction or will not be renewed.

The amount of groundwater available from the well system or permitted by the authority having jurisdiction is insufficient for proper or reliable HVAC equipment operation.

New water-cooled or related equipment will not fit in the available space.

The space available to install new water-cooled or related equipment does not comply with the clearance recommendations or requirements of the equipment manufacturer.

Applicable codes and ordinances that prohibit installation of such equipment.

b. Centrifugal chiller replacements: When the HVAC equipment being replaced includes one or more centrifugal type chillers, at least one alternative design shall incorporate one or more centrifugal type chillers, unless there exist conditions outside of the agency’s control as listed here:

Exceptions:

A new centrifugal type chiller will not fit in the available space.

The space available to install a new centrifugal type chiller or related equipment does not comply with the clearance recommendations or requirements of the equipment manufacturer.

Applicable codes and ordinances that prohibit installation of such equipment.



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c. Lighting equipment for office areas:

1) T-5 fluorescent lighting shall be included in at least one alternative design

when lighting fixtures are to be installed new or replaced. 2) Task lighting shall be included in at least one alternative design when lighting

fixtures are to be installed new or replaced. 3) Lamp and ballast replacements for existing lighting fixtures shall be

considered an acceptable alternative design.

d. Service water heating equipment:

1) Water heater replacements: When the equipment being replaced utilizes natural gas, at least one alternative design shall incorporate natural gas.

2) Low flow plumbing fixtures shall be considered an acceptable alternative design for service water heaters.

C. Guaranteed energy, water, and wastewater performance savings projects

Each alternative design shall meet or exceed the minimum energy performance requirement of the sustainable building rating adopted by the agency in accordance with Section 255.257(4)(a), Florida Statutes.

Applicable Rules: 60D-4.004(1)(a), 60D-4.004(1)(b), 60D-4.004(2)(d), 60D-4.004(4)(g) FAC

1.8 Computer-Based Simulation A. Simulation Requirements (Energy Model Requirements)

1. New construction, additions, and major renovations:

a. Each alternative design shall be modeled with a computer-based simulation

program to simulate total energy usage for the entire building or addition. b. Each alternative design shall be modeled with the same computer-based

simulation program. c. The computer-based simulation shall include HVAC heat load calculations and

equipment sizing. The HVAC load calculations shall include all internal heat loads.

2. Renovations:

a. Each alternative design shall be modeled with a computer-based simulation program to simulate the total energy usage of all energy-consuming equipment being installed new or replaced within the project.

Exception: For projects where lighting fixtures, service water heaters, or a combination of both are the only energy-consuming equipment being installed new or replaced, the energy usage of the alternative designs shall be considered unrelated to the



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effects of weather and therefore may be developed manually without a computer-based simulation at the agency’s discretion.

b. The computer-based simulation shall include HVAC heat load calculations and

equipment sizing for projects that include new or replacement HVAC equipment. The HVAC load calculations shall include all internal building heat loads for the areas affected by the renovation.

3. “Guaranteed energy, water, and wastewater performance savings projects” as defined

in Section 489.145, Florida Statutes: a. A baseline energy model shall be developed with a computer-based simulation

program to simulate the total existing energy usage for the building(s) included in the analysis, assuming no energy conservation measures are employed.

b. Each alternative design shall be developed with a computer-based simulation program to simulate total energy usage for the building(s) after the implementation of the proposed energy conservation measures.

c. The baseline energy model and the alternative designs shall be developed with the same computer-based simulation program.

Applicable Rules: 60D-4.004(1)(b), 60D-4.004(2)(d), 60D-4.004(4), FAC

B. Computer-Based Simulation Program Requirements (Software Requirements)

1. The energy baseline and all alternative designs shall be modeled with a computer-based

simulation program that is capable of modeling all of the following:

a. 8,760 hours per year b. hourly variations in occupancy, lighting power, miscellaneous equipment power,

thermostat setpoints, and HVAC system operation, defined separately for each day of the week and holidays

c. thermal mass effects d. ten or more thermal zones e. part-load performance curves for mechanical equipment f. capacity and efficiency correction curves for mechanical heating and cooling

equipment

2. The computer-based simulation program shall be capable of performing design load calculations to determine all of the following:

a. HVAC equipment capacities b. HVAC air flow rates c. HVAC water flow rates

3. The computer-based simulation program shall have the ability to do one of the following:

a. directly determine the energy performance for the alternative designs, or



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b. produce hourly reports of energy usage that is suitable for the performance of the alternative designs to be determined by a separate calculation program

4. The following computer-based simulation programs shall be considered acceptable:

a. DOE-2 b. BLAST c. eQuest d. EnergyPlus e. Carrier HAP f. Trane TRACE g. Other computer-based simulation programs that demonstrate compliance with this

Rule shall be considered acceptable.

5. When the sustainable building rating adopted by the agency in accordance with Section 255.257(4)(a), Florida Statutes requires a computer-based simulation, the computer-based simulation program utilized for the analysis shall be consistent with one of the following:

a. the United States Green Building Council (USGBC) Leadership in Energy and

Environmental Design (LEED) rating system b. the Green Building Initiative's Green Globes rating system c. the Florida Green Building Coalition standards


SECTION 2 – LIFE-CYCLE COST ANALYSIS INSTRUCTIONS

2.1 General Instructions

A. Forms

The instructions presented here in Section 2 of Form #AE16(A) pertain to the FLCCA Forms & Documents file. The FLCCA Forms & Documents file is a series of forms that contain:

Cover sheet

Form #AE16(B) – A/E Information Sheet

Form #AE16(C) – FLCCA Sensitivity Analysis Sheet

Form #AE16(D) – FLCCA Summary Sheet

Form #AE16(E) – FLCCA Computation Sheet

Form #AE16(F) – DOE Forecast Sheet

Form #AE16(G) – Service Life Sheet

This document, Form #AE16(A), should be printed and used as a resource when developing a life-cycle cost analysis for a state agency in Florida. All of the forms listed above that make up the FLCCA Forms & Documents file are available in one Microsoft Excel® file from DMS at the following website:



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Applicable Rule: 60D-4.006(5)(c), FAC

B. Basic Procedures

The FLCCA Forms & Documents file is a spreadsheet-based form available in Microsoft Excel® format. The FLCCA Forms & Documents file is an interactive spreadsheet that calculates the total life-cycle cost of alternative designs in accordance with Rule 60D-4.006, FAC. The user of the spreadsheet file will enter the specified project costs in the FLCCA Computation worksheet for each alternative design and the spreadsheet will determine the total life-cycle cost result. All of the project costs required in the FLCCA Computation worksheet shall be developed in accordance with the requirements of Section 2 of Form #AE16(A) – this document. The FLCCA Computation worksheet can be copied for each alternative design and renamed by right-clicking on the worksheet tab at the bottom of the screen and selecting MOVE OR COPY, then CREATE A COPY, and then OK. The worksheet tab can then be renamed by double-clicking on the tab name located at the bottom of the screen. The worksheet tab can then be dragged into place immediately after the original FLCCA Computation worksheet.

In accordance with Rule 60D-4.004, FAC, the discount rate and future energy price indices are

based on predictions by the U.S. Department of Energy (DOE). The procedures outlined in this document also describe procedures to assume incrementally higher discount rates and energy price escalation factors in order to account for economic uncertainty (a.k.a. sensitivity analysis). The life-cycle cost results shall be calculated at DOE conditions and at conditions that assume a higher discount rate and higher future energy prices. Refer to the FLCCA Sensitivity Analysis Sheet section for more detailed information.

C. Inflation & Discount Rate

The FLCCA Program utilizes a “constant dollar” approach, meaning that future costs are not calculated with the effects of general price inflation and all future costs are discounted back to present value with a real discount rate. A real discount rate is a discount rate that does not have general price inflation added to it. The result of the “constant dollar” approach yields the same results as the “current dollar” approach, which includes general price inflation and utilizes a nominal discount rate (inflation added). The “constant dollar” approach was chosen because excluding inflation is a simpler approach overall. The discount rate used in the FLCCA Program is the DOE real discount rate found in the Annual Supplement to NIST Handbook 135.

Applicable Rules: 60D-4.004, 60D-4.008, FAC

D. Submission Requirements

A bound copy of the following forms, which are all located in the FLCCA Forms & Documents file, is required for submission to the agency:

Cover sheet (8.5 x 11)




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Form #AE16(B) – A/E Information Sheet (8.5 x 11)

Form #AE16(C) – FLCCA Sensitivity Analysis Sheet (8.5 x 11)

Form #AE16(D) – FLCCA Summary Sheet (8.5 x 11)

Form #AE16(E) – FLCCA Computation Sheet for each alternative design (11 x 17)

The submission shall also include:

an electronic version of the FLCCA Forms & Documents file in Microsoft Excel® format on an attached compact disk or USB flash drive

the input and output reports from the computer-based simulation program (8.5 x 11)

Pursuant to Rules 60D-4.004(1) and 60D-4.004(4), FAC, the FLCCA submission shall also be delivered or mailed to the Department of Management Services for an evaluation of life-cycle costs for the following projects:

buildings constructed for the use of a state agency

additions to existing state-owned buildings

“guaranteed energy, water, and wastewater performance savings projects” as defined in Section 489.145, Florida Statutes

For renovation projects pursuant to Rule 60D-4.004(2), FAC, the FLCCA submission shall be delivered or mailed to the agency’s project director. All FLCCA submisssions shall be made during the design development phase of the project. For “guaranteed energy, water, and wastewater performance savings projects” as defined in Section 489.145, Florida Statutes, the FLCCA submission shall be made when the investment grade energy audit is submitted. Submissions made to the Department of Management Services shall be mailed or delivered to: DMS FLCCA Review 4050 Esplanade Way, Suite 335 Tallahassee, Florida 32399-0950 (850) 488-1817

2.2 A/E Information Sheet – Form #AE16(B)

Enter all information shown in the form. The architect or engineer shall also provide his or her professional recommendation(s) regarding which alternative design(s) represents the best overall value for the agency. More than one alternative design may be recommended and the results of the sensitivity analysis shall be discussed.


2.3 FLCCA Sensitivity Analysis Sheet – Form #AE16(C)

The DOE energy price forecast and real discount rate shall be varied to account for the uncertainty of the discount rate and future energy price escalation rates. The energy price escalation rate and



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discount rate shall be varied in the DOE Forecast worksheet and the total life-cycle cost results of the FLCCA Computation worksheet recorded in this worksheet. For example, increasing the energy price escalation rate by a factor of two is noted as E=2. Likewise, increasing the discount rate to 4% is noted as D=4%. One of the entries shall contain no variance from the DOE energy price forecast and real discount rate. The sensitivity analysis shall vary the discount rate by itself, the energy price forecast by itself and then both variables simultaneously as shown on this worksheet. Analysis of the results shall be discussed in the A/E recommendation on Form #AE16(B). The limits for varying the DOE fuel price indices and discount rate are as follows:

The discount rate utilized in the sensitivity analysis shall be raised no higher than twice that of the DOE real discount rate.

The energy price projections utilized in the sensitivity analysis shall be no higher than current prices projected at twice the average DOE energy price escalation rate.

Applicable Rule: 60D-4.006(4)(g), FAC

2.4 FLCCA Summary Sheet - Form #AE16(D)

A. Scope of Work

Provide a complete description of the scope of work involved in the project. Also, include the address and zip code of the project site.

Applicable Rule: 60D-4.006(4)(a), FAC

B. Sustainability Goal

Provide a description of the project's sustainability goal, including the name and version of the sustainable building rating system adopted by the agency in accordance with Section 255.257(4)(a), Florida Statutes and the minimum energy performance requirement(s) of the sustainable building rating system (i.e., ASHRAE Standard 90.1, the Florida Energy Code, or Energy Star). This description shall indicate whether the minimum energy performance requirement of the sustainable building rating system pertains to whole-building energy usage or if the requirements are prescriptive in nature, whichever the case may be.

Applicable Rules: 60D-4.006(1)(b), 60D-4.004(2)(d), 60d-4.004(4)(g), FAC

C. Minimum Energy Performance

1. For new construction and additions: The minimum acceptable energy performance shall

be identified here as the maximum allowable annual energy consumption (kBTU). 2. For renovations: The minimum acceptable energy performance shall be identified here

as either the actual minimum equipment efficiencies and pertinent design characteristics required for prescriptive compliance -or- as the maximum allowable building energy consumption (kBTU) for whole-building compliance, whichever the particular sustainable



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building rating adopted by the agency in accordance with Section 255.257(4)(a), Florida Statutes requires.


D. Total Life-Cycle Cost

Provide the results from the FLCCA Computation worksheets that result from the analysis being performed with DOE energy price indices and real discount rate. The results of the sensitivity analysis shall be located on the Sensitivity Analysis worksheet.

Applicable Rule: 60D-4.006(4)(f), FAC

E. Annual Energy Consumption

Provide the expected annual energy consumption from the computer-based simulation for each alternative design in thousand British thermal units (kBTU). The annual energy consumption may be developed without a computer-based simulation for lighting and service water heaters in accordance with the exception described in Section 1.8(2) of this document.

Applicable Rule: 60D-4.006(4)(b), FAC

F. Maximum Allowable Energy Consumption

This section applies to whole-building simulations only. Provide the maximum allowable annual energy consumption (kBTU) for the project as determined in the Minimum Energy Performance section of this document.


G. Percentage Reduction

This section applies to whole-building simulations only. Calculate the percentage reduction (PR) for each alternative design as follows: PR=100 x (max. allowable consumption - proposed consumption) / (max. allowable consumption)


H. Energy Performance Index

This section applies to whole-building simulations only. Calculate the energy performance index (EPI) for each alternative design as follows: EPI = (annual energy consumption) / (gross square footage) = kBTU / gross square foot / year

Applicable Rule: 60D-4.004(1)(b)(6)(a), FAC



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I. Cost Utilization Index

This section applies to whole-building simulations only. Calculate the cost utilization index (CUI) for each alternative design as follows: CUI = (annual energy cost) / (gross square footage) = $ / gross square foot / year


J. General Building Information

Provide the building information shown on the form. For space type, choose from the following types:

office

courthouse

computer data center

dormitory or residence hall

warehouse

parking

K-12 school

hospital

medical office

other (specify)

Note: If more than five (5) space types are needed, attach extra sheets and follow the same general format shown in the form. For renovations, the information required in this section shall apply only to the affected areas of the building.

Applicable Rules: 60D-4.006(4)(a), 60D-4.006(4)(b), FAC

K. Technical Descriptions for Alternative Designs

Provide a detailed technical description for each alternative design. The description for each alternative design shall include all of the items listed below that are proposed in the respective alternative design.

thermal characteristics of building envelope materials

amount of exterior glass (percentage of gross above-grade wall area)

thermal characteristics of exterior glass

type of energy-consuming system(s)

type of energy-consuming equipment

type(s) of components within energy-consuming equipment

type of control scheme for equipment or systems

equipment energy efficiency rating(s)

interior lighting system power density (watts per square foot)



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Note: In addition, the technical description for each alternative design shall also include the following:

the equipment manufacturer(s)

equipment model number(s)

the equipment size/capacity


L. Annual Operating Cost Calculations

Provide calculations for each energy source showing how the annual energy usage for each alternative design, consumption and demand, is converted into annual energy costs for the initial year of the analysis. The annual energy costs shall be calculated with the actual utility rate structure from the utility provider. The cells in this section have not been merged together for text writing and may be utilized to perform the calculations, but descriptions of energy units must be provided. This section may also reference the computer-based simulation printouts if these cost calculations have been performed by the simulation program, but the actual utility rate structure must be evident in the software printouts. Water costs for the initial year of the analysis shall also be included in this section for alternative designs that involve energy-consuming equipment that utilize water. The water costs shall be developed with the actual utility rate structure from the utility provider.


M. Annual Maintenance Costs

Provide the expected annual maintenance costs, excluding the effects of general price inflation, for major energy-consuming equipment based on estimates or direct quotes from equipment manufacturers or vendors that represent equipment manufacturers. The scope of maintenance services utilized to develop the expected annual maintenance costs for new major energy-consuming equipment shall be based on the equipment manufacturer’s recommendations. The scope of maintenance services utilized to develop the expected annual maintenance costs shall:

be based on the equipment manufacturer’s recommendations regarding regular maintenance, and

also include regularly scheduled major repairs such as planned overhauls, but not attempt to include coincidental repairs.

Also provide a brief description of the scope of expected maintenance services for each alternative design in this section as well as the expected costs.

Applicable Rule: 60D-4.006(4)(c), FAC



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N. Capital Costs (Ownership Cost, Replacement Cost, & Residual Value)

1. Ownership costs: Provide the expected initial construction costs, including all related material, labor, and installation costs. The expected construction costs shall include separate costs for each of the following items that are included in the scope of work:

air-handling units

chillers

cooling towers

boilers

heat pumps

air-conditioners

energy management control systems

pumps

piping

duct work

fans

service water heaters

light fixtures

power distribution equipment

building envelope materials

windows

The total expected initial construction cost (total expected installed cost) for each alternative design shall also be provided. For new construction and additions: The expected ownership costs for building envelope materials and windows may be expressed as an incremental cost at the agency’s discretion, in which case the incremental cost of the least expensive alternative design utilized in the analysis shall be zero. All other expected ownership costs utilized in the analysis for new construction and additions shall be expressed the actual expected costs for the proposed scope of work.

For renovations: The expected construction costs utilized in the analysis shall be the actual expected costs for the proposed scope of work in all cases. For guaranteed energy, water, and wastewater performance savings projects: The expected construction costs, investment grade energy audit costs, measurement & verification costs, and financing costs shall be annualized and reported here as separate annual costs.

2. Replacement costs: Provide the replacement costs, excluding the effects of general price inflation, for new energy-consuming equipment that has an expected service life that is shorter than the analysis period. The expected service life utilized in the analysis for all new energy-consuming equipment shall be provided in this section. Replacement costs shall be derived from the initial ownership costs. Use the expected service life provided in



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the Service Life worksheet of the FLCCA Forms & Documents file. The service life may be modified to account for the following circumstances:

the agency’s experience with similar equipment

harsh environments such as coastal, marine, industrial, and urban areas

For equipment not included in the Service Life worksheet of the FLCCA Forms & Documents file, the expected service shall be estimated based on one or both of the following criteria:

the equipment manufacturer’s recommendation

the judgment of a licensed architect, engineer, or contractor

Also, provide the assumptions made regarding modified service lives.

3. Residual value: Provide the remaining value for energy-consuming equipment that is expected to be replaced during the analysis period and therefore has an expected service life that extends beyond the analysis period. The residual value shall be derived by linearly prorating the replacement cost based on the ratio of remaining service life to total expected service life, assuming a salvage value of zero. The effects of general price inflation shall be excluded from the residual value. Residual value = replacement cost x (remaining service life / total expected service life)

Applicable Rules: 60D-4.006(4)(a), 60D-4.006(4)(d), 60D-4.006(4)(e), FAC

2.5 FLCCA Computation Sheet – Form #AE16(E)

Use only the green cells to enter data. The FLCCA Computation sheet is a spreadsheet that will automatically discount all future costs to present value, based on the DOE real discount rate located in the DOE Forecast Sheet. The user shall populate this spreadsheet as instructed here. The costs reported here are to be prepared as instructed in the FLCCA Summary Sheet section of this document. The instructions presented in this section apply to all FLCCA Computation spreadsheets.

Special note about DOE fuel price indices: The DOE fuel price indices used in the analysis are published by the U.S. Department of Energy each year in April. When the calendar year changes, the user will merely change the actual years on the FLCCA Computation spreadsheet but will continue to use the same DOE projections until the new DOE projections can be adopted into the Florida Administrative Code.

A. Enter the alternative design number in cell B-2. B. Enter the analysis period in cell B-3.

C. Modify the actual years to begin in the current calendar year if needed in cell B-4. D. Enter the expected ownership costs in the appropriate cells. For non-financed ownership

costs, use cell B-8. For financed ownership costs, including “guaranteed energy, water, and



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wastewater performance savings projects”, enter the required annualized ownership costs as shown in cells B-11 through B-15. All ownership costs shall be the same as the costs reported in the FLCCA Summary worksheet – Form #AE16(D).

E. Enter the expected annual electrical cost in cell B-26. The expected annual electrical cost

shall be the same cost reported in the FLCCA Summary worksheet – Form #AE16(D). F. The DOE electrical price indices have been preloaded in cells B-27 through Z-27. The

"adjusted" price indices in the DOE Forecast Sheet have been referenced in order to allow for quick sensitivity analysis. For sensitivity analysis, the DOE escalation rate can be modified in the DOE Forecast Sheet and this spreadsheet will automatically calculate the new results.

G. Enter the expected annual natural gas cost in cell B-31. The expected annual natural gas cost

shall be the same cost reported in the FLCCA Summary worksheet – Form #AE16(D). H. The DOE natural gas price indices have been preloaded in cells B-32 through Z-32. The

"adjusted" price indices in the DOE Forecast Sheet have been referenced in order to allow for quick sensitivity analysis. For sensitivity analysis, the DOE escalation rate can be modified in the DOE Forecast Sheet and this spreadsheet will automatically calculate the new results.

I. Enter the expected cost for other fuels in cell B-36 for other fuels as found in the DOE

Forecast Sheet. The expected annual fuel cost shall be the same cost reported in the FLCCA Summary worksheet – Form #AE16(D).

J. Enter the DOE price indices for other fuels in cells B-37 through Z-37. The user shall

reference the appropriate fuel price indices in the DOE Forecast Sheet. The "adjusted" price escalation rates shall be referenced in order to allow for quick sensitivity analysis. By referencing the "adjusted" price escalation factors, rather than entering them one at a time in this spreadsheet, the DOE escalation rate can be modified in the DOE Forecast Sheet and this spreadsheet will automatically calculate the new results. The user must reference the “adjusted” fuel price indices in the DOE Forecast Sheet. The “adjusted” fuel price indices in the DOE Forecast Sheet have been highlighted in yellow.

K. Enter the assumed water cost escalation rate in cell C-41. This escalation rate shall be based

on historical costs for the agency and shall exclude the effects of general price inflation. L. Enter the annual water cost in cell B-42. The expected annual water cost shall be the same

cost reported in the FLCCA Summary worksheet – Form #AE16(D). M. Enter the expected annual maintenance cost in cell B-52. The expected annual maintenance

cost shall be the same cost reported in the FLCCA Summary worksheet – Form #AE16(D). N. Enter the expected replacement costs in the years they are expected to occur in cells B-59

through Z-59. The expected replacement costs shall be the same costs reported in the FLCCA Summary worksheet – Form #AE16(D).



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O. Enter the expected residual values in the years they are expected to occur in cells B-66 through Z-66. The expected replacement costs shall be the same costs reported in the FLCCA Summary worksheet – Form #AE16(D).

P. The total life-cycle cost result is calculated in cell B-71.

Applicable Rule: 60D-4.006(4)(f)

2.6 DOE Forecast Sheet – Form #AE16(F)

This worksheet contains the DOE energy price projections and real discount rate that are incorporated by reference in Rule 60D-4.008, FAC. The FLCCA Computation worksheet references the DOE information on this worksheet. This worksheet is also where the user will change the discount rate and energy escalation rate to perform the sensitivity analysis.

2.7 Service Life Sheet – Form #AE16(G)

This worksheet contains the ASHRAE equipment service life estimates that are incorporated by reference in Rule 60D-4.008, FAC. This worksheet has been provided as a reference for the user when replacement costs have to be considered. Refer to Capital Cost Information in the FLCCA Summary Sheet section of this document for more detailed information.

END OF DOCUMENT