office of the future project protocol - etcc€¦ · customer service business unit southern...

Design & Engineering Services

Office of the Future Project Protocol

DR 09.10 Report

Prepared by:

Design & Engineering Services

Customer Service Business Unit

Southern California Edison

September 08, 2009

Office of the Future Project Protocol DR 09.10

Southern California Edison Design & Engineering Services September 2009

Acknowledgements

Southern California Edison’s Design & Engineering Services (DES) group is responsible for this project in collaboration with the Tariff Program & Services (TP&S) group. It was

developed as part of Southern California Edison’s Demand Response, Emerging Markets and Technology program under internal project number DR 09.10. DES project manager Doug

Avery conducted this technology evaluation with overall guidance and management from Carlos Haiad of D&ES and Jeremy Laundergan of TP&S. For more information on this

project, contact, contact [email protected].

Disclaimer

This report was prepared by Southern California Edison (SCE) and funded by California

utility customers under the auspices of the California Public Utilities Commission. Reproduction or distribution of the whole or any part of the contents of this document

without the express written permission of SCE is prohibited. This work was performed with reasonable care and in accordance with professional standards. However, neither SCE nor

any entity performing the work pursuant to SCE’s authority make any warranty or representation, expressed or implied, with regard to this report, the merchantability or

fitness for a particular purpose of the results of the work, or any analyses, or conclusions

contained in this report. The results reflected in the work are generally representative of operating conditions; however, the results in any other situation may vary depending upon

particular operating conditions.


Southern California Edison Page i Design & Engineering Services September 2009

ABBREVIATIONS AND ACRONYMS

ASHRAE American Society of Heating, Refrigerating and Air-Conditioning Engineers

CN Contractor Net

CT Current Transformers

DAQ Data Acquisition

HVAC Heating, Ventilating, and Air Conditioning

IES Illuminating Engineering Society

M&V Measurement and Verification

MNECB Model National Energy Code of Canada for Buildings

NBI New Buildings Institute

OTF Office of the Future

RCP Reflected Ceiling Plan

TI Tenant Improvement

UPM Utility Project Manager

VAC Volt Alternating Current


Southern California Edison Page ii Design & Engineering Services September 2009

FIGURES

Figure 1. NBI Basecamp - Project Entry Screen ............................. 14

Figure 2. File Upload Screen ....................................................... 15

Figure 3. Obvius System Components .......................................... 17

Figure 4. Approximate Install of Obvius M&V System With A Typical

Office Space Panel Wiring Layout ................................. 18

Figure 5. Sample List From Obvius .............................................. 21


Southern California Edison Page iii Design & Engineering Services September 2009

CONTENTS

EXECUTIVE SUMMARY _______________________________________________ 1

INTRODUCTION ____________________________________________________ 2

NEW BUILDINGS INSTITUTE – PROJECT MANAGER __________________________ 3

PROJECT PHASES __________________________________________________ 4

Project Review and Partner Coordination ................................... 5

OTF Project Kick-Off Meeting ............................................... 5 Office Space Design ........................................................... 5 Lighting Design Options ..................................................... 6 Pre-Construction ............................................................... 7 Construction with Coordinated M&V Periods .......................... 9 Post-Construction ............................................................ 10

APPENDIX A: OTF PILOT PROGRAM CHECKLIST __________________________ 11

Project Screening and Partner Coordination .............................. 11

Office Space Design .............................................................. 11

Pre-Construction .................................................................. 11

Construction with Coordinated M&V Periods ............................. 12

Post-Construction ................................................................. 12

APPENDIX B: WORKING WITH NBI BASECAMP ___________________________ 13

APPENDIX C: M&V INSTALLATION INSTRUCTIONS _________________________ 16

Obvius System Components .................................................. 16

Alternative Approaches ......................................................... 18

Whole Building Gas and Electric Service .............................. 19 Whole Building Electric Service ..................................... 19 Natural Gas Service .................................................... 19 Other Fuels ............................................................... 19

Office Space Electric Meters .............................................. 19 Technical Notes ............................................................... 20 Installer Qualification ....................................................... 20 Final Checkout ................................................................ 20 Sample Price list from Obvius ............................................ 20

APPENDIX D: SAMPLE PROJECT SCHEDULE ______________________________ 22


Southern California Edison Page 1

Design & Engineering Services September 2009

EXECUTIVE SUMMARY Office of the Future (OTF) is a multi-utility sponsored effort developed by the Office of the

Future Consortium to create a more responsive and responsible office environment that

better serves tenant/occupant energy needs while reducing energy costs, enhancing property values, and delivering a reduced carbon footprint.

This document describes the five phases of the OTF project that must be followed when an OTF project is performed. The five phases of any OTF project must include the following:

1. Project Review and Partner Coordination

2. Office Space Design

3. Pre-Construction

4. Construction with Coordinated Measurement & Verification Periods

5. Post-Construction




INTRODUCTION Office of the Future (OTF) is a multi-utility sponsored project developed by the Office of the

Future Consortium to create a more responsive and responsible office environment that

better serves tenant/occupant needs while reducing energy costs, enhancing property values, and delivering a reduced carbon footprint. OTF reduces the energy used by lighting,

plug loads, heating, ventilating, and air conditioning (HVAC) systems using a comprehensive systems approach that also improves lighting quality and air conditioning/heating

performance.

The primary function of the OTF project is to evaluate the efficacy of this approach. The

specific goals of the project are:

Design and install an integrated package of energy efficiency improvements

(measures) in a commercial office tenant improvement to reduce energy use by 25%

or more, using Title 24 as a baseline for California and American Society of Heating, Refrigerating and Air-Conditioning Engineers (ASHRAE) 90.1-2004 for the rest of the

country. The Model National Energy Code of Canada for Buildings (MNECB) is used as a baseline for Canada. These improvements include:

Performance review for HVAC systems

Plug load control measures

Specification and installation of a new lighting and control system

Validate energy and demand savings of the installed measures in the field.Gather

feedback on the design and installation of the measures from the owner, tenant,

contractor, and utility perspective

Determine tenant satisfaction with measures and controls

Provide sufficient level of cost/benefit evidence to satisfy utility and regulatory requirements for future support.

The project protocol describes the responsibilities of the utility project manager (UPM) from the initial screening of the project through the final surveys with project participants. The

UPM may be a utility employee or an assigned consultant/subcontractor. The UPM must provide all submittals described in this protocol, coordinate the installation of the

measurement and verification (M&V) equipment, oversee the design and construction of the

retrofit, and manage the collection of all data and partner contact information. All work should be done in accordance with the Office of the Future Technical Requirements, located

in a separate document. The UPM will serve as the liaison between partners to ensure that the pilot is a success. Appendix A contains a summary of the checklist items for the UPM for

each phase of the protocol.




NEW BUILDINGS INSTITUTE – PROJECT MANAGER New Buildings Institute (NBI) will oversee the projects, providing support for the UPM to

address any questions or concerns they may have throughout the projects.

NBI will evaluate the projects based on survey information and measurement and verification data. A single vendor will provide the M&V equipment, installed by a contractor

chosen by the UPM. All data acquisition and analysis will be managed by NBI. The final report data will be made available to the owner and UPM and will include the estimated

energy savings, survey results, and summary results from other pilot projects.

The Initial Project Data form should be completed for each project. Contact NBI to request

the form, complete it for each project, and email it to NBI at one of the addresses below. NBI will review the form before the project can move forward.

After the project is approved, a web-based file sharing system called NBI Basecamp will be

used to distribute forms and documents for the collection of data on the building and the office space. NBI Basecamp will also provide checklists, a schedule template, and a place to

store photos, drawings and pre-construction data. The website can be found at http://newbuildings.updatelog.com. The UPM will receive a username and password to

access projects on the site. Copies of documents will be located in a general folder, with specific project information located in subfolders. A brief summary of how to use NBI

Basecamp is located in Appendix B.

NBI Project Managers:

Dan Harris

360-567-0950 x101 [email protected]

Liz Whitmore

541-490-7782 [email protected]

http://newbuildings.updatelog.com/

mailto:[email protected]





PROJECT PHASES I. Project Review and Partner Coordination

A. OTF Project Kick-Off Meeting

II. Office Space Design

A. Lighting Design Options

III. Pre-Construction

A. Project Data Collection

B. Survey M&V Equipment Installation

C. Establishing "As-Is" Baseline

D. Establishing "As-Restored" Baseline

IV. Construction with Coordinated Measurement & Verification Periods

A. Lighting Installation

B. Lighting Burn-in

C. Lighting System Commissioning

D. Lighting M&V Period

E. Plug Load and Check Meter Installation

F. Demand Response Thermostat

V. Post-Construction

A. Monitoring and Reporting

B. Survey Coordination

C. Lighting Readings

D. Cost Information




PROJECT REVIEW AND PARTNER COORDINATION The UPM is to identify possible project sites and approach the various decision-making players for each property. To support this endeavor, NBI has created an OTF

Project Information document to succinctly express the benefits of participation.

Owner and tenants choosing to participate in the OTF Project are seen as innovators,

playing an active role in pushing office systems to new levels for application and

acceptance. The UPM takes the responsibility to ensure the office personnel are prepared for the project. Because there is potential for disruptions or inconvenience

to the occupants, it is imperative that occupants understand the project and that the UPM answer their concerns.

OTF PROJECT KICK-OFF MEETING

The OTF Project Kick-Off Meeting is to be coordinated by the UPM and is an opportunity to clarify project requirements among various partners, facilitate an

integrated design process, and ensure consistency among projects. Attendees

include the:

Building Owner

Property Management Company

Tenant Office Administrator

Architect/Interior Architect

Lighting Designer (OTF Pilot Program requirement)

Electrical Contractor

Industry Vendors (e.g., lighting or plug load equipment)

This meeting occurs at the beginning of the pre-construction and design phase, as

soon as all participants are identified. Specific topics for discussion include OTF Technical Requirements, M&V requirements, pilot timeline, and follow up.

Once partners are contacted and the kick-off meeting has taken place, the UPM will complete the Initial Project Data form provided by NBI. This form records basic

physical descriptions of the building and office space and serves to start a project record. The UPM will complete as much of the information as possible and email the

form to the NBI project manager.

OFFICE SPACE DESIGN

The OTF project is based on a Tenant Improvement (TI) model. The owner and UPM will identify an architect/designer, lighting designer and contractor who will renovate

the office interior according to the OTF Technical Requirements (as well as applicable codes). The OTF Technical Requirements define equipment and functional

requirements for lighting, plug load control measures, and simple check metering to be used in the space. The UPM and owner should be aware of the consequences of

changing the lighting system (e.g., the age/condition of the space and the type of lighting application chosen may force the need to provide new ceiling tiles or relocate

sprinkler heads, etc.).

The UPM will need to work with the office occupants to implement the plug load measures. It may be possible for utility staff to handle the specification and




installation of plug load measures, especially if there is a similar existing program

within the utility energy efficiency program portfolio.

The lighting designer and contractor may be working in partnership with a lighting

manufacturer, resulting in some costs being funded by the equipment provider. It is the responsibility of the UPM to determine the cost sharing arrangement of each

project based on discussions with the different partners. Regardless of financial agreements made between the project participants, actual contractor net (CN)

pricing is to be provided by the contractor to the UPM. The OTF projects must provide usable cost data.

LIGHTING DESIGN OPTIONS

As part of the larger pilot project, the lighting portion of the OTF is the most

complex. Due to the importance of lighting (visibility, visual comfort, color rendering, etc.) and its inherent interaction with the building and the belongings within it, there

is a level of intricacy to the Pre-Construction lighting data collection. This data collection will provide important details to help develop the best re-design and

properly document the before/after of the project for each space. Directions for this preliminary task are found in the Pre-Construction Data form and in Section II below.

There are several lighting system design approaches available through the Pilot

Program, including:

Option 1 - "Workstation-specific intelligent lighting": A 4-foot

indirect/direct luminaire with an integral occupancy sensor tuned to each workstation, including those in open plan environments, as well as personal

dimming controls. The use of intelligent networks with digital technologies that can easily and repeatedly capture energy consumption data are strongly

encouraged. This is the lighting system most capable of deep energy savings with detailed energy consumption data and high occupant satisfaction.

Option 2 - "Task/Ambient": Uses direct/indirect suspended pendants in

continuous rows with local workstation task lighting. This option provides excellent room surface brightness, significantly reduced overhead glare, and

lends itself well to perimeter daylight harvesting.

Option 3 - "Recessed Troffers": Offers a recessed option that is recommended

for use only where ceiling conditions are at or less than 8'-4" above finished floor. The use of high performance troffers with a non-planar lens improves both

energy efficiency and the quality of the light distribution as compared to a traditional flat lens or parabolic louver. The word non-planar refers to a style of

luminaire that uses curved or angled lenses to improve light distribution. Specific

photometric requirements are found in the performance specifications to ensure that these high performance fixtures provide increased wall brightness without

excessive screen glare, and reduced overhead glare.

Option 4 - "Relight": A version of the previous recessed non-planar troffer that

is called a Relight. This unit is designed to reuse the recessed housing of the existing luminaire and replace the electrical components of the old luminaire with

a high efficiency lamp/ballast/luminaire optic. Care should be taken to properly evaluate the existing luminaire layout and the resultant efficiency of its reuse.

Moving of luminaires may be needed to optimize the design layout.




Option 5 - "Pendant Direct/Indirect for Low Ceiling Applications": A version of Option 2 that provides specific specification criteria for low ceiling

spaces where the suspension length is limited to 12" or less. Providing a luminous environment for this type of office is important for occupant comfort

and satisfaction while concerns for limiting glare at low ceiling clearances is of equal importance.

Option 6 - "Custom Design": An opportunity for the design team to strategize and implement their own lighting and control system to meet OTF criteria. This is

an important option for those interested in "pushing the envelope", whether

toward deeper efficiencies, new technologies or personal design innovation. This option does require the team to follow Illuminating Engineering Society (IES)

standards for human factors and design principles.

The OTF Technical Requirements provide detailed lighting and controls

specifications for each of these options.

Once the proposed design is complete, it must be reviewed by the UPM. The

proposed design, along with a brief summary, must then be uploaded to NBI Basecamp. This package should include a post-redesign furniture plan, a reflected

ceiling plan (RCP) for the new lighting system and illuminance calculations as defined

in the OTF Technical Requirements. The OTF Consortium lighting team will review the design to ensure that it meets the technical specifications for the pilot project and

notify the UPM to move forward.

The Office Space Design (Phase II) should be conducted concurrently with the Pre-

Construction phase work (Phase III) to expedite the project.

PRE-CONSTRUCTION

Once approved, the selected building and office space must be characterized in more

detail to ensure accurate evaluation of the energy savings and project participant

satisfaction. The UPM will be responsible for the following:

Project Data Collection: The UPM will fill out the Pre-Construction Data form

for each project. This form can be downloaded from NBI Basecamp. A high level of accuracy is needed to obtain quality data regarding the effect of the retrofit.

Count every fixture and plug load, and provide all the billing records for both the building and office space (if available). Add entries for any additional plug loads

that are not already identified on the form. Upload the completed form to NBI Basecamp.

The collection of data on the office building and office space can be completed in

a walk-through. The UPM will need to provide a furniture plan and a RCP of the existing lighting/control system. The instructions for the lighting as-built

information collection are provided in the Pre-Construction Data form, in the Office Space Detail data pages. During the walk-through, photos should be taken

of the building and the office interior, including examples of the lighting fixtures and the general office layout.

The walk-through will also examine building metering for both the office and the whole building. Photos should be taken of the main service meters for the

building fuels (electric, gas, etc.) and also the panel or panels that serve the

office space. Because the UPM will need to arrange the installation of the M&V metering at the whole building and office level, take note of the condition and

accessibility of the meters.




Upload the photos to NBI Basecamp creating a new sub-folder labeled 'Pre-Construction Photos' within the specific project folder.

Survey Contacts: A web-based Owner/Tenant Pre-Construction Survey will be administered to personnel of the office space to determine their satisfaction with

the current lighting system, including controls, and the comfort level of the office environment.

The UPM should establish a contact in the office space, such as an office

administrator, who can circulate the survey link to other office occupants. NBI will conduct the survey over the web.

M&V Equipment Installation: NBI specified a single metering platform for M&V hardware that will simplify the collection of interval data from many sites. The

UPM will be responsible for supervising the successful installation of the equipment. The details of the M&V installation are found in Appendix C. The UPM

may use internal staff or a qualified third-party installer to make sure that the metering is installed correctly and reporting data accurately. The M&V data

acquisition system will use cellular communications to collect project data in a

remote database.

Establishing "As-Is" Baseline: The testing procedure requires at least four

weeks of M&V metering data following meter installation before any actions are taken in the building. This will create an "As-Is" baseline and weekly profile for

the building and office space. This represents the project condition before any construction and the installation of measures.

Do not complete the "As-Restored" condition until the M&V metering has been installed and is

successfully measuring data for at least four weeks.

Establishing "As-Restored" Baseline: After four weeks of data collection and

establishing the "As-Is" baseline, the existing building HVAC systems must be restored to their original design status. The intent is to correct deficiencies to

recreate the energy usage of the building as it was designed and also measure the energy savings that result from the performance review. The performance

review described below, and in more detail in the OTF Technical Requirements,

covers the restoration of the HVAC systems. Examine the lighting system for obvious maintenance issues including missing or dead lamps or significant

unused portions of the lighting system. Make note of these issues in the Pre-Construction Data form in the Office Space Detail data section, and provide

particulars if any equipment repair/replacement will take place in order to obtain the required representative illuminance readings.

Conduct HVAC Performance Review

The HVAC performance review is a systematic process of identifying and

correcting energy inefficiencies in existing HVAC systems that cost-effectively restore the system's original level of energy efficient operation.

The detailed procedure for the performance review is located in the OTF

Technical Requirements.

The performance review is intended to address and correct conditions not just act as an audit. The contractor retained to do the work must fully

understand the scope and intent of the performance review. If the building has undergone a retro-commissioning program in the past two years, the

performance review is waived.




Note that the timing of the project requires that the performance

review be complete before the installation of lighting or plug load measures.

Following the restoration process, four weeks of data is needed to

establish a second baseline that represents the value of the retro-commissioning and normalizes the building energy consumption to an

"As-Restored" condition. After that point, the construction phase can begin. The Phase III timeline below summarizes these steps.

CONSTRUCTION WITH COORDINATED M&V PERIODS

After the M&V metering is installed and the "As-is" and "As-Restored" baselines are

completed and monitored, construction and the installation of program measures can commence.

The construction schedule is tiered to allow distinct monitoring time periods. After the lighting is installed there is a monitoring period of four weeks. After this 4-week

period, the plug load measures are installed and the total package is complete. After the total package completion, the building will be monitored on an ongoing basis with

the first savings report after 3 months.

The UPM must ensure that the owner, architect/designer, lighting designer and contractor are aware of the construction schedule and the importance of the M&V

periods as defined in this document.

Lighting Installation: The lighting should be installed as designed. No product

substitutions are to be accepted; therefore the close monitoring of the ordering and shipping of materials is required by the contractor/UPM. The duration of

construction will vary depending on the size of the office, but is estimated to last 4 to 6 weeks. The UPM will note on NBI Basecamp when construction begins and

ends.

Lighting Burn-In: After the lighting installation is complete, the new fluorescent lighting systems should be subjected to a "Full-On" burn-in period of 100 hours.

New lamps must stabilize (mercury distribution, phosphor/impurities settle, etc.) to operate optimally. This is especially important when dimming is to be utilized.

The burn-in period also allows the monitoring of the total connected load of the new installed lighting.

Lighting System Commissioning: The UPM will oversee the performance verification and commissioning of the lighting systems with the contractor,

lighting designer, and factory-trained controls representative. In accordance with

the OTF Technical Requirements, the primary controls manufacturer is responsible for the calibration of the lighting equipment to meet the design

intent. The commissioning process will include training owners and occupants in the operation and use of the system.

Lighting M&V Period: After the lighting system commissioning and burn-in period is complete, the UPM must allow for 4 weeks of normal operations before

the plug load measures are installed.

Plug Load and Check Meter Installation: Once the lighting M&V period is

concluded, the UPM will oversee the installation of the plug load measures per

the OTF Technical Requirements. This work can be undertaken by the occupant and owner personnel, or a third-party firm hired by the occupant, owner or UPM.




The OTF Technical Requirements include detailed strategies to achieve the plug

load savings along with practical methods for tenant use.

The office space check meter should be installed along with the plug loads and

the display mounted on the wall in a visible location within the office. This meter displays current power and energy usage for tenant feedback purposes.

Demand Response Thermostat: The OTF Technical Requirements define when a demand response thermostat should be used. If approved for the building, the

demand response devices should be installed per the utility program requirements.

POST-CONSTRUCTION Monitoring and Reporting: The post-construction monitoring begins after the

installation of the plug load measures. The UPM must notify the NBI project manager that the plug load measures are installed and the post-construction

period has begun. Data will be collected remotely and will not require monitoring by the building owner or UPM.

Survey Coordination: NBI will conduct a post-construction survey with the property owner, contractor, and office personnel to determine the success of the

Pilot Program. This information will be used to make any necessary changes for

future utility program implementation of the Office of the Future.

The NBI project manager will conduct a phone interview with the electrical

contractor after the completion of construction to gather feedback on the installation of the lighting measures.

Lighting Readings: The Pre-Construction Data form provides an area for Post-Construction new design illuminance readings to be documented. These

measurements will follow the same procedures delineated for the Pre-Construction data collection. Revisit the same desk locations where illuminance

readings were taken for the as-built phase. If this is not possible, the revised

furniture plan provided for the new design will clearly show the changes. See the Office Space Detail Data pages of the Pre-Construction Data form for further

direction.

Cost Information: Cost information for the lighting, performance review, and

plug load measures must be provided. Real pricing is imperative in order for the Pilot Program to be constructive and applicable to the OTF Program. For lighting,

this data shall include contractor net (CN) line item pricing for each luminaire type and control item with quantities of each and an equipment total for the

installation, including a breakout for labor. The performance review costs should

include the work completed by the review contractor. The plug load cost information will include physical items purchased as well as a total installation

labor and estimated total dollars. The UPM should download all cost information to NBI Basecamp upon completion of the pilot project.




APPENDIX A: OTF PILOT PROGRAM CHECKLIST

PROJECT SCREENING AND PARTNER COORDINATION Identify 2 to 3 pilot project sites.

Identify pilot project partners for each site and coordinate the OTF Pilot Program Kick-Off Meeting.

Confirm that a financial agreement has been established regarding who will pay for the design, equipment, and installation of measures.

Download and complete the Initial Project Data form for each project and

email to the NBI project manager.

Use the login and password provided to access the NBI Basecamp website for

required project documentation.

OFFICE SPACE DESIGN Ensure that the designer/contractor refer to the OTF Technical Requirements

in creating a design for the office lighting and plug load equipment.

Review design drawings from designer/contractor to confirm they meet the

criteria of the OTF Technical Requirements.

Submit an electronic copy of the reflected ceiling plan (RCP) and a written

design summary on NBI Basecamp.

Receive go ahead approval from the OTF Consortium lighting team.

PRE-CONSTRUCTION Complete Pre-Construction Data form, including contact information for the

contractor, office administrator, and owner.

Provide NBI with survey contacts.

Identify metering equipment needed for the project based on types of service

building and office space.

Order and install M&V metering and confirm functionality with NBI.

Verify equipment is installed and communicating with the Obvius database.

Note current transformers (CT) orientations.

Submit meter information and loads diagram to NBI.

Establish "As-Is" baseline.

Direct any needed work for the lighting restoration.

Direct the completion of the performance review.

Establish "As-Restored" baseline.




CONSTRUCTION WITH COORDINATED M&V PERIODS Oversee lighting/control system installation and burn-in.

Notify NBI on completion of burn-in and resolution of any outstanding work

items.

Conduct lighting M&V period and notify NBI upon completion.

Oversee installation of plug load measures. Notify NBI on completion of

installation.

If applicable, oversee the installation of the demand response thermostat per

utility program requirements.

POST-CONSTRUCTION Notify NBI project manager that plug load measures are installed and post-

construction period has begun.

Upload all cost information pertaining to lighting, performance review, and

plug loads to NBI Basecamp.

Record lighting readings in the same locations as the Pre-Construction lighting

readings.




APPENDIX B: WORKING WITH NBI BASECAMP NBI Basecamp is a project management software tool that allows the user to easily upload

and download documents, track milestone completion and coordinate activity. The OTF

projects will use the tool primarily for document exchange and the tracking of project milestones while relying on email for correspondence.

The login provided allows access to the general OTF documents folder and the specific project folder. The general OTF documents folder will hold copies of this document and

other OTF projects support documents. Do not upload anything into this folder. The project-specific folder is for uploading completed forms and design notes, and tracking the

completion of phases via the OTF Pilot Program Checklist.

When a file is uploaded there is an option to send an email to notify the NBI project

manager of the upload. Use this feature when an upload, such as a Pre-Construction Data

form, is ready for submittal to NBI. An email will automatically generate, and no further action is required to interface with NBI.

When the login and password is entered, the user is brought to the Utility Projects Overview and Folders screen. The links on the right take you to the specific project or to the general

documents folder where copies of the project documents can be found.

When a user selects a project, they are taken to the Messages tab of the project screen.

Select the Files tab to upload files and the To Do tab to view the To Do list. The Milestones tab can be used if desired, but will not be necessary for the projects. The Writeboard tab

also can be used, but the project correspondence should be handled through email. The

Overview tab summarizes all actions taken within the project.

NBI Basecamp is intended for use only by the UPM. If further assistance is needed, please

contact NBI.




FIGURE 1. NBI BASECAMP - PROJECT ENTRY SCREEN




FIGURE 2. FILE UPLOAD SCREEN




APPENDIX C: M&V INSTALLATION INSTRUCTIONS Obvius is the measurement and verification vendor selected for the Office of the Future Pilot

Program. When contacting the company, indicate that the project is a part of the program.

Scott Mills – Sales/Applications Engineer

Obvius

20811 NW Cornell Road #700 Hillsboro, OR 97124

503-601-2099

[email protected]

www.obvius.com

The UPM, or designated installation contractor, will need to specify the number and type of

meters needed for the project based on the walk-through of the building and office space. The project intends to provide metering at the whole building level for electricity and natural

gas as well as electrical metering at the panel(s) that serve the office space renovation.

The UPM should specify and order the equipment necessary to achieve the M&V goals. This

includes sizing the meters for the proper service voltage and amperage. A typical building will have the following attributes:

Whole Building:

480 Volt alternating current (VAC) whole building electrical service up to 4000 Amps

Natural gas whole building meter (not in all cases.)

If the whole building electric and gas meters have existing pulse outputs these may be used as whole building measurements. Order the corresponding data acquisition (DAQ)

equipment as necessary.

Office Electrical Service Panel:

120 VAC, 1-phase, plug load service up to 400 Amps

277 VAC, 3-phase, lighting service up to 800 Amps (Potentially supplying part of the

mechanical system as well.)

The building and office space may have different service. The UPM should work with the metering installer to order the proper components for the building in the project.

OBVIUS SYSTEM COMPONENTS The ideal data collection methodology will use a single "hub" located near the whole

building service meters and with wireless communication to collect the data from the

electrical meters located at the panel. The data collection interval should be 5 minutes for all meters.

For this configuration the recommended metering components are:

AcquaSuite Data Acquisition System and Gateway with GSM Cellular

Communications


http://www.obvius.com/




ModHopper® ModBUS wireless communication interface modules – pulse or

Modbus input

Enercept 3-phase Whole Building electric Meter – Modbus communications

Pulse output gas meter reader (either from pulse output gas meter or dial reader)

1-phase or 2-phase office space energy meters – pulse or Modbus output

FIGURE 3. OBVIUS SYSTEM COMPONENTS




FIGURE 4. APPROXIMATE INSTALL OF OBVIUS M&V SYSTEM WITH A TYPICAL OFFICE SPACE PANEL WIRING LAYOUT

The Modhopper wireless units relay information from the office space 1- or 2-phase meters to the AcquaSuite unit so that running wire is not necessary. The Modhoppers

can input two pulse inputs or one ModBus input so be sure to order the Modhopper units that are compliant with the meter outputs.

There is only a single ModBus input on the AcquaSuite. It is therefore necessary to

daisy-chain the connection from the Enercept meter with the Modhopper that is connected to the single ModBus input on the AcquaSuite.

ALTERNATIVE APPROACHES If the approach shown in Figure 4 is not achievable the meter installer must arrange a method using the Obvius system components to achieve the M&V goals. This could

include:

If wireless communications between the hub and panel meters may be

difficult then:

Use two AcquaLite1 hubs to collect data from the whole building meters and

the office panel separately.

If access permits use a cable run from the AcquaSuite unit to the office panel

meters.

If whole building gas and electric service cannot be measured for any reason:

Use one AcquaLite hub to collect data from the office panel meters.

1 AcquaLite is a less expensive version of the AcquaSuite that does not use Modbus

communications and only provides 4 channels of KZ, or KYZ pulse inputs. If ordering this unit select the output of the electrical panel meters accordingly.




Consult with the Obvius sales engineer to determine the necessary components to

install the data acquisition system.

WHOLE BUILDING GAS AND ELECTRIC SERVICE

The AcquaSuite DAS/Gateway ideally should be mounted where the whole building

gas and electric service meters can be connected directly to the unit.

The DAS/Gateway uses cellular communications. Confirm that cellular service is

available at the mounting location.

WHOLE BUILDING ELECTRIC SERVICE

Order the Enercept meter that is suitable for the building service voltage and current. The base part number is 8036 followed by designations for voltage,

amperage, and number of phases. (e.g., 480VAC, 3-phase – 4 wire, 800A ModBus output meter – 8035-0800-4 – price $592.72)

As an alternative, the UPM can use an existing pulse output, or request an upgrade

before the project begins, to measure the whole building electrical usage. Ensure that the pulse output will connect with the inputs on the AcquaSuite.

NATURAL GAS SERVICE

Whole building natural gas usage should be measured by either:

Attaching a pulser to the face of the meter that indicates usage by monitoring dial revolutions, or

Using an existing pulse output, or requesting an upgrade by the gas utility.

The installer should examine all the possibilities and recommend the best course of

action. Parts should be ordered from Obvius after the determination is made.

www.esubmeter.com – Natural Gas Accessories

http://imacsystems.com/meterpulser.htm

OTHER FUELS

If the building uses other fuels, try to find metering that is compatible with the AcquaSuite inputs.

OFFICE SPACE ELECTRIC METERS

The office space will usually have one or two electrical panels that service the space.

The ideal case will have separate circuits for lighting and plug loads without any HVAC service (such as VAV box reheat or fans). A common distribution will have a 3-

phase 277 VAC service for lighting and a 1-phase 120 VAC service for plug loads.

The installer should install the proper 1-phase or 2-phase energy meters to isolate

plug loads and lighting. Notes should be taken regarding what loads are measured by each meter.

The Modhopper modules are wireless interfaces between the meters and the DAS/Gateway. The energy meter pulse-output is connected to the Modhopper

module and communications to the DAS/Gateway should begin automatically.




Table 1:

Wattnode - http://www.ccontrolsys.com/

e.g. 120VAC, 1 phase meter part number Modbus - WNC-3Y-208-MB – Price $293.00

(CTs are purchased separately and rated for the service.)

Veris Meters – www.veris.com

Same as Obvius below.

Obvius recommended meters – www.obvius .com

e.g. 120VAC, 1 phase meter part number Pulse output - H8163-0100-0-1 – Price 390.38 (CT is included.)

Other meter vendors can be used as long as they provide suitable communications

and accuracy.

TECHNICAL NOTES

Confirm the directionality of the CT and verify that it is installed with the proper

orientation versus current flow.

INSTALLER QUALIFICATION

The installer should be a qualified electrician certified in both high voltage and low

voltage installations. The installer should be capable of identifying circuit loads, properly installing the metering and dial sensor, setting up the DAS/Gateway, and be

ready for follow-up clarification questions from NBI.

FINAL CHECKOUT

Before leaving the site, contact Obvius to ensure that the system is communicating on all channels with the Obvius database and work with the technicians to correct

any problems.

Prepare a diagram defining the loads measured by each meter and the meter

identification number. Include phases and nominal voltage for each meter.

SAMPLE PRICE LIST FROM OBVIUS

Obvius has provided an initial quote for all components except the gas pulser and cellular data collection. Please refer to the numbers below.

http://www.ccontrolsys.com/

http://www.veris.com/




FIGURE 5. SAMPLE LIST FROM OBVIUS




APPENDIX D: SAMPLE PROJECT SCHEDULE




Advanced Energy Office Pilot Program Sample Project Schedule

Weeks 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 30 31 32

PROJECT APPROVALCollect Project Approval Data

PRE CONSTRUCTION & DESIGN

Design Office Lighting RESPONSIBILITIES

Utility Program ManagerEstablish Survey Contacts Collect Pre Construction Data

Contractor

AEO Kickoff Meeting AEO Kickoff Meeting M&V Periods

Lighting Designer

Install M&V metering Basecamp Deliverable

AEO Kickoff Meeting"AS IS" M&V Period

NBI Final Report

HVAC Performance Review Restore Lighting

"AS BUILT" M&V Period

CONSTRUCTION

Install lighting

Conduct Lighting Burn In

Lighting M&V Period

Install Plug Load Measures

POST-CONSTRUCTION

Total Package M&V Period3 months

Post Construction Survey

M&V Report Released

Final M&V Report

Ap

ril 2

0

2 weeks

Submit Pre-Approval Data to NBI

6 weeks

2 weeks

2 weeks

Submit Pre-Construction Data to NBI

2 weeks

1 week

4 weeks

4 weeks

2 weeks

1 week

1 week

2 weeks

office of the future project protocol - etcc€¦ · customer service business unit southern...

Documents