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STATEMENT OF WORK

Project Title:

Building Commissioning – Innovation to Practice

Contractor:

California Energy Commission (CEC)
1516 Ninth St, MS-43
Sacramento, CA 95814
(916) 654-4086

Program Area:

Buildings

Partners:

New York State Energy Research and Development Authority (NYSERDA)
Texas Engineering Experiment Station (TEES)
Oregon Dept. of Energy (ODOE)
University of Nebraska-Lincoln (UNL)

Project Description:

Conduct a high-impact integrated research, development, initial deployment, and information dissemination program directed at quickly overcoming owner and industry barriers to the adoption of building commissioning in existing and new commercial and government buildings.

Management Plan

The unique nature of STAC requires that projects be supported by multiple State entities, and to the extent necessary any other entity. As indicated in the STAC Agreement, it is the Contractor’s responsibility to coordinate the execution of work under the Contract, incorporated by reference hereto. Contractor, in conjunction with the other State entities, and to the extent necessary any other entity, shall conduct the project in accordance with the Management Plan – Task 1: Administration - described below.

Task 1: Administration

The CEC will serve as team leader and single point of contact with NASEO regarding this contract and the conduct, direction, and management of this collaborative effort. Martha Brook, a key member of the CEC’s Public Interest Energy Research Buildings Program with significant knowledge and experience in managing large, multi-disciplined RD&D programs for building commissioning, controls and diagnostics, will serve as Program Manager. She will be responsible for coordination with NASEO and the other Program Cosponsors on all contracting, subcontracting, technical program management, and information dissemination aspects of this program. Tudi Haasl of PECI will act as the Program Director, who will report to Martha Brook as overall Program Manager of this collaborative effort.

Under the direction of Ms. Brook, the Management Team will use various communication mechanisms, such as periodic conference calls, phone, and e-mail with the Program Director and the Technical Team to coordinate, manage, and direct this effort. As one key step in this program management process, the Management Team will schedule a quarterly conference call to review the Technical and Cost Management Report (prepared under the direction of the Program Director) that will summarize the technical progress of each task, including the initial product deployment activities being conducted in each state and region.

Task 2: Enhance the Functional Test Guide for Air Handling Systems (FT Guide)

An enhanced FT Guide will be produced in this task. The current version of the FT Guide (http://eetd2.lbl.gov/ftg/ftg-reg.php) will be used as the basis for the enhancements.

PECI will:

• conduct training through a web conference to the participating state providers on how to effectively use the FT Guide,
• survey the providers, both individually and as a group, once the FT Guide has been used and tested in practical use,
• summarize findings that address needed revisions to the FT Guide’s content, functionality and presentation,
• based on the findings, revise and disseminate the FT Guide to all participating states and providers.

Each participating state (CA,NY,IA, OR,WA) will:

• solicit functional test (FT) providers (e.g., commissioning providers, building operators, designers, and contractors) to participate in the pilot functional testing guide,
• select approximately 15 participants across the five states to use the FT Guide in building commissioning projects.

The following organizations shall perform Task 2: CEC, NYSERDA, ODOE,

Task 3: Develop Additional Functional Tests for FT Guide

In this task, additional functional tests will be added to the FT Guide produced in Task 2.

PECI will:

• develop a list of important functional tests that are not currently covered in the publicly available library of tests, or tests that are not covered in adequate detail for a provider to understand how to perform the test. The top criteria for test selection will be energy efficiency, reliability, and comfort. Feedback from Task 2 will be utilized in identifying and prioritizing additional needed tests. The top 20-25 tests from the prioritized list will be developed and incorporated into the FT Guide.

Each participating state (NY, CA, and IA) will:

• solicit functional test providers (e.g., commissioning providers, building operators, designers, and contractors) to participate in the review and field test of the newly developed functional tests.

The following organizations shall perform Task 3: CEC, NYSERDA

Task 4: Commissioning Training Using FT Guide

Training curriculums will be developed in this task.

PECI will:

• develop a one-day, interaction training curriculum that teaches test providers how the FT Guide and the CTPL can be useful in streamlining their functional testing process,
• develop a four-day curriculum that will cover the retro commissioning process and technical methods for identifying opportunities,
• include instruction on how the FT Guide and the CTPL can be useful in streamlining testing,
• include standardized spreadsheets for energy and economic analysis,
• present both the new and existing building commissioning training workshops in NY CA, IA, OR, WA, ID, and MT.

The following organizations shall perform Task 4: CEC, NYSERDA, ODOE

Task 5: Develop/Deploy Functional Testing Checklist Tool

A Functional Testing Checklist Tool will be developed in this task that will allow the user to enter general project information such as system type, building activity, and level of testing budget and then generate a checklist of functional tests that should be done for those particular systems in the operating environment indicated.

PECI will:

• develop the checklist that will link to example tests available through the FT Guide and to explanations of benefits and field tips for performing the tests,
• provide a web conference training session as a kick-off to the pilot in the participating states (NY,CA,IA,OR,WA),
• solicit feedback from the state pilot participants and use to modify the tool.

Each of the five participating states (NY,CA,IA,OR,WA) will:

• solicit functional test providers to further participate in the pilot,
• feedback will be summarized and used to further modify the checklist tool.

The following organizations shall perform Task 5: CEC, NYSERDA, ODOE

Task 6: Develop/Deploy Functional Test Data Analysis Tool

A Functional Test Data Analysis Tool will be developed in this task. This tool will use a library of data analysis routines to analyze test data, assess performance of the unit, and identify the likely causes of failure.

PECI in conjunction with IEC:

• The IEC will first beta-test the functional test data analysis tool in the Energy Resource Station test facility.
• Then test providers in NY and CA will pilot the tool in actual building applications.

The following organizations shall perform Task 6: CEC, NYSERDA

Task 7: Automated Building Commissioning Analysis Tool (ABCAT)

An advanced prototype version of an Automated Building Commissioning Analysis Tool will be developed and demonstrated in this task. The CEC will, through their contract with PECI, provide expert review and management oversight for this task, but all the development and demonstration efforts will be completed by TEES, UNL and NYSERDA. ABCAT will become a cost-effective, user-friendly, web-based tool for online detection and diagnostics of building performance and will project the economic benefits from correcting degradation of the building systems.

PECI will provide management oversight and expert review:

ABCAT will be developed and tested in three distinct building types:

• a new medium-sized, high-performance building in Texas,
• one or more air-handling systems in large university buildings served by a central plant at Texas A&M,
• a large, high-rise commercial office building in Nebraska, and
• 2-4 buildings in New York.

TEES and UNL will:

• train test site participants in New York and Texas to test the prototype version of ABCAT, to provide timely feedback for necessary modifications during and after the commissioning process.
• host a one-day workshop in New York to train test site participants in the use of the tools.

The following organizations shall perform Task 7: CEC, NYSERDA, TEES, UNL

Project Tasks, Status, and Deliverables

Last Updated: 10/24/06