INFRASTRUCTURE ONTARIO

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1 INFRASTRUCTURE ONTARIO 2015 BUILDING SYSTEMS DESIGN GUIDELINE INSTRUMENT NO T3V1 DECEMBER 12 TH, 2014 INFRASTRUCTURE ONTARIO 2015 Building Systems Design Guideline 1

2 This document is intended for use by: Property Land Management Service Provider Project Management Service Providers Vendors including Design Consultants And Commissioning Authorities INFRASTRUCTURE ONTARIO 2015 Building Systems Design Guideline 2

3 TABLE OF CONTENTS TABLE OF CONTENTS... 3 METHODOLODY... 4 INTRODUCTION... 4 PURPOSE... 4 THE SMART GREEN PORTFOLIO STRATEGY... 4 TYPES OF PROJECTS... 5 THE GUIDELINE CONTENT AND ORGANIZATION... 6 THE METHODOLOGY IN STEPS... 6 APPLICATION AND LIMITATIONS... 7 LIFE CYCLE COST ANALYSIS... 7 DESIGN OPTIONS... 7 IO COMMISSIONING GUIDELINE... 7 NATURAL GAS INCENTIVES... 8 ELECTRICAL (OPA) INCENTIVES... 8 IO SUSTAINABILITY BEST PRACTICE MANUAL... 9 CODES AND STANDARDS... 9 CONTACT INFORMATION INFRASTRUCTURE ONTARIO 2015 Building Systems Design Guideline 3

4 METHODOLODY INTRODUCTION 1. Infrastructure Ontario (IO) oversees the execution of ministry funded and capital projects that deliver the Ontario government s needs for infrastructure investment, maintenance and renewal across the portfolio. 2. IO has contracted with Project Management Service Providers (PMSPs) for the project management of certain construction and construction-related services. IO provides project oversight and project management advisory services over the Project Management Service Providers. IO also directly delivers specialty projects on behalf of its clients. 3. IO has adopted sustainable and smart green design strategies which establish a basis for incorporating the principles of environmental stewardship, energy efficient and resource conservation into the design of new retrofit or renovation projects. IO is committed to a resource and energy conservation program based on continual improvement in the design and construction of new buildings and major renovations. PURPOSE 1. The purpose of the IO Building Systems Design Guideline is to standardize design and construction objectives and technical requirements across the full portfolio of IO buildings. To ensure higher performing buildings are designed and constructed in accordance with the Smart Green Portfolio strategy, to ensure consistency and to integrate all relevant IO guidelines and systems. This in turn will help our organization and our partners achieve the following: 1.1. Increased occupant comfort and satisfaction 1.2. Improved operational performance 1.3. Improved energy efficiency 1.4. Provision of technologies and tools to efficiently monitor, control and manage building systems. THE SMART GREEN PORTFOLIO STRATEGY 1. The Smart Green Portfolio Strategy is a high performance building portfolio strategy that utilizes advanced automation and integration to measure, monitor, and control building systems in order to optimize operations and maintenance at the lowest cost and environmental impact over the building lifecycle. 2. The Smart Green Portfolio involves integrating relevant building systems including, but not limited to, HVAC, Lighting, Security, Elevators, Fire Protection and Life Safety where possible to reduce energy consumption in a facility For example the Security card access system would communicate with the HVAC, Lighting and Elevator systems to identify staff entering the building, confirm what floors the staff have access to, and provide lighting and HVAC to the area where the staff resides Common occupancy sensors would be used by a variety of systems to turn lighting on and provide heating, cooling and ventilation only in occupied zones This allows for fine tuning of the operating systems based on occupancy and schedule versus the traditional schedule only approach. This results in significantly more energy savings at the facility. 3. The Smart Green Portfolio Strategy includes the infrastructure required for centralized remote monitoring of building systems The combination of integrated automation with centralized monitoring allows for all relevant building system information to be available to a supervisor for alarm and event management, troubleshooting, dispatch for service or repair, historical record keeping and utility metering including sub-metering for individual tenants Centralized building supervision results in faster response times, consistent implementation of policies and procedures, improved operational performance, and continuous energy efficiency optimization. INFRASTRUCTURE ONTARIO 2015 Building Systems Design Guideline 4

5 TYPES OF PROJECTS 1. IO s real estate portfolio includes 6,500 buildings and structures with a total area of approximately 50 million ft 2. The portfolio includes a wide variety of building types, sizes and ages. Building types range from office buildings, courthouses and laboratories to Ontario Provincial Police detachments and healthcare facilities. 2. The Guideline is applicable to all types of projects including: 2.1. System/equipment replacement and refurbishment 2.2. Renovations 2.3. Additions 2.4. New construction 3. The guideline covers different stages of projects: 3.1. Studies must identify existing building conditions and identify available options based on performance, efficient operation, operating, and capital costs. The options identified in the study shall include Life Cycle Cost Analysis, payback, implementation and preventive maintenance costs, energy savings, and return on investment up to a 25 year period, with a full integration with this guide Design solutions are to be based on the studies and confirmed by the Design Engineer. The design engineer is responsible for the overall design and performance and integration of building systems to ensure that they are specified, installed, commissioned and equipment is operating within their design intent, with a full integration with this guide Building systems installations are to ensure that the contractor has supplied and installed the equipment and is operating as originally specified and intended. The contractor and consultant are to ensure that final sequence of operations are completed and adjusted throughout the commissioning and warranty process as required. INFRASTRUCTURE ONTARIO 2015 Building Systems Design Guideline 5

6 THE GUIDELINE CONTENT AND ORGANIZATION 1. The Guideline organizes Building Systems components into the following seven Divisions, per the 2012 CSI Master- Format practice: 1.1. Division 21 Fire Suppression 1.2. Division 22 Plumbing 1.3. Division 23 HVAC 1.4. Division 25 Integrated Automation 1.5. Division 26 Electrical 1.6. Division 27 Communications 1.7. Division 28 Electronic Safety and Security 2. Users may need to refer to multiple Divisions for details on a particular sub system (e.g., fire alarm system panels, controls and devices associated with Division 21 is found in Division 28). 3. The organization of each Section also is aligned with the 2012 CSI Master-Format and includes the Section Names and Numbers for each Division by Construction Specification Canada (CSC). 4. For each Section, the Guideline includes check boxes to identify if the relevant Section: 4.1. C - complies; 4.2. NC - does not comply; or is 4.3. N/A - not applicable for the project. THE METHODOLOGY IN STEPS 1. PMSP to ensure Infrastructure Ontario is being informed about up coming steps. Project Review Communications with regards to the three (3) steps to be sent to Project.Review@InfrastructureOntario.ca indicating the project number in the Subject line of the communication. Final Tender Document to be sent to same Step 1: At the beginning of the Project (When PJ is received) 2.1. To initiate the process, Project Management Service Provider (PMSP) requests the applicable sections of the IO Design Guidelines from IO Property and Land Management Service Provider (PLMSP) The PLMSP selects the applicable sections that apply to the project and sends them to PMSP The PMSP will provide the selected sections of the Guideline to the Design Consultant at the start of each project The Design Consultant acknowledges the receipt of the selected Section(s) 3. Step 2: At 33% Design 3.1. PMSP and its vendors (ex: The Design Consultant) discuss the application of the IO Design Guideline sections by checking one of the following boxes: C - in compliance with the Guideline design criteria; NC - is not in compliance or N/A - that the selected section is not applicable for the project Documents for review shall include: Basis of Design along with Schematic Design Design Calculations in case of Change of Use or major equipment replacements (e.g. Chillers, Boilers, Air handling units, etc.) 3.3. Project Management Service Provider (PMSP) reviews the design criteria with Project Designer and IO Property and Land Management Service Provider (PLMSP) 3.4. Consensus is required in order to proceed with the rest of the design. 4. Step 3: At 98% Tender Document (including detailed Specifications) 4.1. PMSP and its vendors to verify that Project bid documents (Specifications, drawings, commissioning Req., ext. ) meets the discussed and agreed upon guidelines and variations are documented as discussed in Step 2 INFRASTRUCTURE ONTARIO 2015 Building Systems Design Guideline 6

7 APPLICATION AND LIMITATIONS 1. When an NC is checked, the Design Consultant should document in the notes section at the end of each Division why the design is not compliant and the reason alternative design is selected. Any alternative designs must be discussed and accepted by IO and its representatives prior to implementation. 2. In this way, the Guideline provides a comprehensive document for each project that identifies the full scope of the Building Systems and the specific design requirements for each component and system. 3. The Guideline can then be used throughout the design and construction process as a guide to continuously check that the design requirements agreed at the start of the project are fully implemented by the end of construction for Commissioning purposes. 4. The Guideline is not intended to limit input from the Design Consultant or prohibit the use of alternative systems, methods or devices not specifically prescribed. However, it is important that alternative systems continue to meet or exceed the intent of the Guidelines and the Smart Green Portfolio strategy. 5. The Guideline is not a substitute for construction specifications. The Design Consultants remain fully responsible for preparing drawings and specifications that are fully compliant with applicable codes and standards. LIFE CYCLE COST ANALYSIS 1. Life Cycle Cost Analysis is a valuable tool used to compare various options on their total cost (including capital, operating, maintenance, and replacement costs), measured as a net present value over a set time frame. Life Cycle Analysis identifies those products and systems that offer the greatest sustainability and long term value. 2. For these reasons, IO requires the Design Consultant to provide Life Cycle Cost Analysis (LCCA) for selected major Building System components and systems during the concept stage of the project. Examples of systems to be considered include: 2.1. Central plant versus distributed terminal systems (eg. central plant versus distributed heat pump) 2.2. Alternative energy systems (solar voltaic, solar thermal, fuel cell) 2.3. Central air handling versus compartment unit or fan coil 2.4. High efficiency equipment (condensing boilers, magnetic bearing chillers) 2.5. Lighting sources and controls (LED, induction, dimming, day-lighting) 2.6. Electrical distribution 2.7. Enhanced building envelope and shading 3. The Life Cycle Analysis will be performed using an accepted methodology such as described in Chapter 37, Owning and Operating Costs, of the 2011 ASHRAE Handbook for HVAC Applications. DESIGN OPTIONS 1. For many projects, multiple design solutions are available and should be evaluated during the early stages of design to determine the optimum solution for the project. 2. On this basis, IO requires the Design Consultant to identify Design Options and evaluate these options. The analysis should include capital cost, life cycle cost, energy efficiency and performance advantages and disadvantages. IO COMMISSIONING GUIDELINE 1. The Guideline includes references to the IO Commissioning Guidelines for each Division. The IO Commissioning Guideline describes the commissioning process required for the entire project life beginning with project identification; program planning, execution and final close out. The Commissioning Plan for each project will be customized to suit the specific project in accordance with the Commissioning Guideline. INFRASTRUCTURE ONTARIO 2015 Building Systems Design Guideline 7

8 NATURAL GAS INCENTIVES C NC N/A 1. The project designer is responsible for ensuring that the maximum value of natural gas incentives is acquired. In the province of Ontario, both Enbridge and Union gas provide incentives for installing energy efficient equipment and it is the project designer s responsibility to ensure all applicable incentives are captured on behalf of Infrastructure Ontario and its representatives. 2. Eligible equipment includes, but is not limited to, the installation of condensing boilers, energy and heat recovery ventilators, condensing gas water heaters, demand control kitchen ventilation, and all other eligible gas operated equipment. 3. Custom projects such as roof renewals and building envelope improvements could become eligible for incentives and it is the project designer s duty to investigate the options. In addition, the project designer is responsible for investigating the incentive options related to engineering studies for each retrofit project. 4. The full list of eligible equipment and the accompanying incentive value is subject to change from time to time. The project designer is required to work with the energy/account managers of the respective utility company to ensure the most up-to-date criteria are being referenced. 5. The account manager will be able to provide the project designer with the necessary paper work that needs to be filled out often a single page. Also, it is the project designer s responsibility to work with PLMSP Energy/Facility managers to collect building information in order to support the incentive application. 6. Aside from customer incentives (Infrastructure Ontario in this case), a second incentive (service provider /project designer incentives) is also available. The value of these incentives varies from unit to unit of eligible equipment. 7. For their effort of completing the incentive application for eligible equipment and ensuring the maximum value of incentives is captured, the project designer is allowed to claim the service provider incentives for themselves ELECTRICAL (OPA) INCENTIVES C NC N/A 1. Currently IO is not able to apply for OPA incentives due to contract term issue. Please complete the forms as described below so that once the issue is resolved the applications can be submitted. 2. The project designer is responsible for ensuring that the maximum value of Ontario Power Authority (OPA) incentives is acquired. In the province of Ontario, OPA provides incentives for installing energy efficient equipment and it is the project designer s responsibility to ensure all applicable incentives are captured on behalf of Infrastructure Ontario and its representatives. 3. Retrofit Program: Eligible equipment includes, but is not limited to, the installation of Packaged Roof Top Units (RTU), Variable Frequency Drives (VFD), Compressed Air, Lighting, Motors, and all other eligible Electricity operated equipment. Incentives are available for high efficiency equipment and also for installing new control systems to improve the overall efficiency of your building 4. The Project designer is responsible for selecting the incentive application method in order to maximize the utilization of OPA program; Project designer to consider the following: 4.1. Prescriptive Method 4.2. Engineered Method 4.3. Custom Method 5. Audit Funding Program: Project studies shall consider Audit Funding program by OPA. This will help IO identify the best and most sustainable energy management approach for its buildings. These incentives could cover: 5.1. Electricity Survey and Analysis 5.2. Detailed Analysis of Capital Intensive Modifications 5.3. Building Systems Audit 5.4. Electricity Survey and Analysis for Tenants 6. The full list of eligible equipment and the accompanying incentive value is subject to change from time to time. The project designer is required to Consult OPA incentive website ( and work with OPA and the Local Distribution Company as needed, The link is provided below to ensure the most up-to-date criteria INFRASTRUCTURE ONTARIO 2015 Building Systems Design Guideline 8

9 are being referenced. ( Local-Distribution-Company.aspx) IO SUSTAINABILITY BEST PRACTICE MANUAL 1. The Guideline includes reference to IO Sustainability Best Practice Manual for each Division as applicable. The Design Team will select equipment and systems and develop the design to meet the intent of the IO Sustainability Manual. 2. IO Sustainability Best Practice Manual is currently under review, project stakeholders needs to ensure receipt of the right version. CODES AND STANDARDS 1. Building systems, equipment, material and installation shall meet or exceed the latest version of all the applicable codes, standards, regulations and guidelines, whether a building permit is needed and being applied for, or not. The codes, standards, regulations and guidelines will include, but not limited to the following: 1.1. Ontario Building Code 1.2. Ontario Fire Code 1.3. Ontario Electrical Safety Code 1.4. CSA Standard C Emergency Electrical Power Supply for Buildings 1.5. Authorities having jurisdiction (Local Building Department Requirements, Local Fire Department Requirements) 1.6. Ministry of the Environment Environmental Protection Act 1.7. Natural Gas Utilization Code 1.8. CSA B64.1 Backflow Preventors 1.9. CSA Standard B44, Safety Code for Elevators and Escalators CAN/ULC Standard S536, Inspection and Testing of Fire Alarm Systems NFPA 13, Standard for the Installation of Automatic Sprinkler Systems NFPA 14, Standard for the Installation of Standpipe Systems NFPA 20, Standard for the Installation of Stationary Pumps for Fire Protection NFPA 110, Standard for Emergency and Standby Power Systems Technical Service and Safety Authority (TSSA) Regulations Model National Energy Code of Canada ASHRAE Standards Guidelines and Handbooks and SMACNA Manuals Leadership in Energy and Environmental Design (LEED) INFRASTRUCTURE ONTARIO 2015 Building Systems Design Guideline 9

10 CONTACT INFORMATION Should you have any questions about the IO Building Systems Design Guideline, please contact: Tony Fanous, Building Systems Specialist Infrastructure Ontario 1 Dundas St. West, 22nd Floor, Toronto, Ontario Phone: (416) Antonyos.Fanous@InfrastructureOntario.ca INFRASTRUCTURE ONTARIO 2015 Building Systems Design Guideline 10