New Construction Partner Orientation

Transcription

1 1 New Construction Partner Orientation

2 Agenda Program Introduction & Overview Building Simulation Lunch (12:00) Review of Energy Reduction Plan Commissioning Combined Heat and Power / Fuel Cells Q&A Session 2

3 3 Program Introduction

4 Players New Jersey Board of Public Utilities (BPU) Office of Clean Energy (OCE) Overall Program Management TRC Program design, management and reporting Partners Energy efficiency market players Participants Owners, developers, managers 4

5 Who is NJ BPU? New Jersey Board of Public Utilities In 2003, the New Jersey Board of Public Utilities established the Office of Clean Energy (OCE) - Oversight and delivery of energy efficiency programs New Jersey's Clean Energy Program (NJ CEP) - Combination of renewable, residential and C&I incentive based programs to deliver energy reductions in attainment of NJ Energy Master Plan - Funded through Societal Benefits Charge 5

6 Who is TRC? Commercial & Industrial Market Manager for the NJ Office of Clean Energy Marketing of programs Intake and qualification of applications Incentive determination (prescriptive/custom) and payment Field verifications/inspections Engineering reviews Customer support (engineering level project support) Contractor/Partner management 6

7 NJ Clean Energy C&I Programs Benchmarking (no-cost) SmartStart (prescriptive & custom) both retrofit and new const. Local Government Energy Audit Program (LGEA) Direct Install (DI) Large Energy Users Program (LEUP) Pay for Performance (P4P) Existing Buildings New Construction Combined Heat and Power & Fuel Cells (CHP/FC) Federal SEP funds (non-iou) 7

8 NJ Clean Energy C&I Programs Programs budgets are established for 12 months beginning July 1 st through June 30 th Fiscal year 2015 runs from July 1, June 30, 2015 Final program filings (details) can be found here: 8

9 What is the Pay for Performance Program? Comprehensively addresses the energy efficiency needs of the Commercial and Industrial (C&I) sector. Provides incentives based on a holistic approach to energy savings in new construction and major renovations. Leverages the existing market players (engineering firms, architects, contractors, etc.) for program delivery Raises the bar, the more you save the more we pay 9

10 Partners, Customers and TRC Program Participants must work with Partner Partners can bring Participants into the Program NJCEP website provides Partner List to interested Participants Partners will: Continue to develop and strengthen market-based relationships Act as the building owner s energy professional Promote the Program Grow their business 10

11 Goals Generate energy savings that are verifiable Promote a whole building approach & ENERGY STAR Labels Address a wide range of energy saving measures Ease of participation, make the Program process painless Develop and reward whole building work scopes Pay for Performance! 11

12 12 How the Program Works Step-by-Step Overview for Partners Program Guidelines Section 2

13 Overview Submittal and Approval of P4P NC Application Development and Approval of Proposed ERP Implementation of All Recommended Measures Development and Approval of As Built ERP Commissioning 13

14 Step 1 - Establish Eligibility Located in New Jersey Pays Societal Benefits Charge Customer/future customer of one of the seven investor-owned electric and/or gas utilities 14

15 Step 1 - Establish Eligibility New Construction or Substantial Renovation Baseline utility bills not available or not relevant Substantial renovation includes: Change of use and reconstruction of an existing building or space within; Construction work of a nature requiring that the building or space within be out of service for at least 30 consecutive days; OR Reconstruction of a vacant structure or a space within. At least 50,000 square feet of planned conditioned space* 15

16 Step 1 - Establish Eligibility *50,000 sqft requirement does not apply to the following customer classes: Hospitals Non-profits 501(c)(3) Public Universities/Colleges Local Government (including K-12) Affordable multifamily housing ( affordable is defined as low income, subsidized, HUD, etc.) 16

17 Step 1 - Establish Eligibility Meets minimum scope of work: Must identify total energy costs 15% below ASHRAE baseline At least 50% of energy cost reduction must come from electricity and/or natural gas utilities which pay into SBC, or minimum 100,000 kwh or 2,000 therms savings No more than 50% of energy cost reduction may come from lighting measures 15% energy cost reduction may not come from a single measure Minimum 10% IRR, based on incremental costs 17

18 Step 1 - Establish Eligibility Define the Project One building meeting previously stated requirements Exceptions made for multi-building complexes, part of single project and designed/built at the same time 18

19 Step 2 Submit Application Submit completed P4P New Construction Application to TRC Completed and signed Application and Participation Agreement Participant s W9 Project assigned to TRC Case Manager GET APPROVED! 19

20 20 P4P New Construction Application

21 Who is the Case Manager? Point of contact once the Application has been approved Submit to Case Manager: All project-related questions All project-related documents Energy Reduction Plans Incentive Requests Etc 21

22 Step 3 Develop Proposed ERP Develop Proposed Energy Reduction Plan Within 6 months of application approval Lead initial information session to Review existing plans Discuss various design alternatives Explain drawing detail required for modeling Engage Commissioning Authority (CxA) 22

23 Step 3 Develop Proposed ERP Develop baseline model Use approved software ASHRAE standard for baseline model (current NJ energy code) Simulation Guidelines Create proposed design model incorporating actual design Minimum performance requirement of energy costs 15% below ASHRAE Appendix G baseline 23

24 Step 3 Develop Proposed ERP Determine the incremental costs of each recommended measure Ensure cost-effective scope of work (10% IRR) Submit Proposed ERP to Case Manager for review and approval. Request Incentive #1 24

25 ERP Review Schedule ERP Rev0 averages 3 weeks in review. Subsequent Revisions average 1-2 weeks. ERPs with Incentives $500,000 are approved by TRC and potentially AEG (QC consultant) ---adds 2weeks. ERPs with Incentives > $500,000 are approved by TRC, AEG, and BPU. (BPU meets monthly to review projects)- --adds 4+ weeks depending on BPU schedule. 25

26 Incentive #1 Proposed ERP Incentive Amount: $0.10 per gross heated square foot Maximum Incentive: $50,000 Requested upon completion and approval of Proposed ERP by Case Manager Requires documentation that Participant has paid at least 75% of the A/E design fees Copy of Partner-Participant Contract ERP includes Commissioning (Cx) Plan Executed Installation Agreement (Incentive contingent upon moving forward with construction) 26

27 Step 4 Begin Construction Construction of elements receiving incentives (e.g. envelope, mechanical, lighting, etc.) should not begin until Proposed ERP is approved and incentives committed Exception: Work can begin prior to Proposed ERP approval at customer s and partner s own risk. Invoices for EEMs must not pre-date application receipt date by more than 6 months to qualify (e.g. old/completed projects not permitted) Ensure that recommended measures in proposed design are accurately reflected in construction documents and bid packages 27

28 Step 4 Begin Construction Attend pre-bid meeting Review selected bids and contracts Review construction schedule and offer suggestions Receive and regularly review field reports to remain aware of all changes Update the proposed design model to reflect any changes in installed measures or costs to inform developer of impact on performance target or costeffectiveness 28

29 Step 5 As-Built ERP Develop As-Built Energy Reduction Plan Submitted upon construction completion or within 12 months of Proposed ERP approval (extensions available) As-built model incorporates changes that occurred during construction Must still show achievement of minimum 15% performance requirement As-built costs, invoices Current utility bill(s) Submit As-Built ERP to Case Manager for approval Including supporting invoices. Request Incentive #2 29

30 Incentive #2 As-Built ERP Incentive Amount : $1.00 per gross heated square foot Post-construction inspection conducted by TRC prior to incentive payment. 30

31 Step 6 Commissioning Report Submitted within 6 months of As-Built ERP approval Must follow Commissioning Plan submitted with Proposed ERP Performed by CxA outlined in the Proposed ERP Minimum Cx of measures receiving incentives Submit Cx Report to Case Manager for approval Request for Incentive #3 31

32 Incentive #3 Cx Report Performance Target Incentive Amount 15-17%...$ %...$0.45 >20%...$0.65 Incentives #2 and #3 combined may not exceed 75% of project incremental cost 32

33 33 Notes on Incentives

34 Incentive Caps Incentives will be capped at the lesser of: 75% of total project incremental cost (combined Incentives #2 and #3) Lesser of estimated cost (Proposed ERP) or actual cost (As Built ERP) $1 million per electric and gas account Not to exceed $2 million per project $4 million per Entity in any one fiscal year $5 million cap with CHP 34

35 Program Guidelines Not all details covered in orientation, review Program Guidelines v3.0: Document Submission Incentive Request Process Proposed and As-Built Energy Reduction Plans Building Simulation Incremental Project Costs Commissioning Plan and Report 35

36 Required Tools and Resources ERP Excel Tables ERP Template CxPlan Template ASHRAE (not provided) Compliant simulation program (not provided) 36

37 37 Questions

38 Energy Reduction Plan Development Simulation Guidelines Program Guidelines Section 4 38

39 Scope (Section 4.1) Methodology for calculating a performance rating for new construction projects participating in the Pay for Performance Program 39

40 Objectives Ensure consistency among different projects Facilitate consistent modeling of Baseline components not mentioned in Appendix G Establish modeling protocols for measures that ASHRAE 90.1 leaves to the rating authority to determine, and Ensure that modeling results are used to drive energyefficient design 40

41 Software Requirements (Section 4.2) 41

42 Software Requirements Software used in the program must comply with ASHRAE Appendix G Approval for use in LEED and Federal Tax Deductions for Commercial Buildings program may serve as the proxy 42

43 Approved Software Tools equest HAP EnergyPlus Trane Trace DOE

44 Approval of New Software Submit Modeling Software Application to the Market Manager Based on the review, the tool may be accepted for use on pilot projects After successful completion of the pilot project(s), the tool will be included in the list of approved software. 44

45 General Modeling Approach (Section 4.3) 45

46 Simulation Methodology Proposed Design Baseline Design

47 Performance Rating = $Baseline-$Proposed $Baseline Energy costs are calculated using ASHRAE Appendix G modeling protocol supplemented by Simulation Guidelines 47

48 48

49 Simulation Methodology Addenda to ASHRAE may be used, but must be explicitly listed in ERP Baseline and Proposed design models shall include all energy costs within and associated with the building project. 49

50 Non-standard Measures Modeling assumptions that are not addressed in the Simulation Guidelines or ASHRAE Appendix G, or calculations made outside of the approved simulation tool must be documented in ERP and are subject to approval by the Market Manager. 50

51 Baseline Design Must comply with mandatory and prescriptive requirements of ASHRAE Standard ; Must be modeled as described in ASHRAE 90.1 Appendix G and Simulation Guidelines; Must not include end uses that do not exist in the Proposed building. 51

52 Proposed Design Must reflect the specified building components; Must comply with the mandatory provisions of ASHRAE Standard ; Must include all energy costs within and associated with the building project. 52

53 Schedules of Operation Schedules must be the same in the Baseline and Proposed models except to model non-standard energy efficiency measures such as demand control ventilation. Documentation must be provided in the ERP justifying non-standard assumptions. 53

54 HVAC System Types Baseline system type must be determined following ASHRAE Standard 90.1 table G3.1.1A Proposed model must reflect actual specified HVAC system. 54

55 Heating and Cooling All conditioned spaces of both the Proposed and Baseline design must be modeled as heated and cooled. If no cooling system is specified, minimally code complaint system of type determined from Appendix G Table 3.1.1A must be included in both the Baseline and Proposed models. With proper documentation, cooling may not be modeled in industrial facilities that have no cooling specified and are unlikely to have it installed in future. 55

56 Building Envelope Baseline must be modeled with light-weight assembly types for all above-grade walls, roofs, and floors using the ASHRAE prescriptive maximum U-factors. Proposed envelope constructions must be modeled as shown on drawings. 56

57 Fenestration Percentage of vertical fenestration in the Baseline shall equal that of the Proposed design or 40% of exterior wall area, whichever is less. Solar and thermal properties must be based on prescriptive requirements of ASHRAE Standard 90.1 Proposed fenestration must be modeled as specified. 57

58 Lighting Baseline lighting must be modeled using either the whole building or space by space methods described in ASHRAE Standard 90.1 Sections 9.5 and 9.6. Lighting in the Proposed design must include all task, ambient, and exterior lighting. 58

59 Other Regulated Systems For all other systems regulated by ASHRAE Standard 90.1: Proposed model must reflect actual specified systems Baseline must minimally comply with the standard Examples include: snow/ice melting systems; swimming pools; exit signs; parking garage lighting; exterior lighting power; permanently wired electric motors; etc. 59

60 Process Energy All process energy must be included in the simulation. Process energy includes: office and general miscellaneous equipment; computers; elevators and escalators; kitchen; laundry; lighting exempt from the lighting power allowance; and other loads not regulated by ASHRAE Standard

61 Process Energy If process energy is less than 25% of the total Baseline energy cost then process energy must be the same in Baseline and Proposed models unless the difference is documented and approved by Market Manager. 61

62 Process Energy For facilities where process energy accounts for more than 25% of the Baseline, the actual process energy must be modeled but may be capped at 25% of Baseline energy cost in performance rating calculations 62

63 63

64 Energy Rates Energy rates from the local utility or the most recent average rates for the applicable rate class and location from DOE Energy Information Administration ( may be used. 64

65 Energy Rates Energy cost reduction due to decrease or shift in peak demand in the Proposed design compared to the Baseline may contribute to the performance rating if local utility rates include demand and/or time of use charges. 65

66 66

67 Renewable Energy and CHP Neither CHP nor On-Site Renewable Energy shall be included in the Proposed building model. These components cannot contribute toward 15% energy target. Measures that offset consumption (e.g. Solar Thermal) are OK. 67

68 Additional Measure Simulation Requirements 68

69 Measure-Level Savings (Section 4.3.5) Partners must submit incremental savings for individual measures Order in which measures are added may be based on costeffectiveness of each measure, or the sequence in which they would likely have been selected for implementation To calculate measure-level savings, rank measures and add them one by one to the baseline. Must use Alternatives functions (Trace), Parametric Runs (equest), or equivalent. 69

70 Measure-level Savings Step 1: Add the highest ranking measure (M1) to the Baseline design to calculate usage of the Baseline with Measure #1. Step 2: The savings associated with Measure #1 are estimated by comparing the usage of the Baseline Design to the Baseline + M1 Model from the previous step. 70

71 Measure-level Savings Step 3: The Baseline+M1 model is then modified to include the measure that was ranked the second (M2) to obtain the Baseline+M1+M2 Step 4: The savings associated with Measure #2 are estimated by comparing the Baseline +M1 model to Baseline+M1+M2 model. 71

72 Measure-level Savings Step 5: Repeat with remaining measures until the model includes all the measures and is equivalent to the Proposed Design. 72

73 73

74 Measure Granularity (Section 4.3.6) Multiple components or systems may be grouped and reported as a single measure provided that these components/systems belong to the same end use: Different types of lighting fixtures may be grouped Lighting and HVAC cannot Consult ERP Tables for the allowed measure types. 74

75 Documentation in ERP Input & Output reports for Baseline, including a breakdown of energy use by: Lights Internal Equipment Loads Service Water Heating Equipment Space Heating Equipment Space Cooling / Heat Rejection Equipment Fans Other HVAC Equipment (pumps, etc.) Reports submitted as separate files; one file for baseline and one for each subsequent measure Output Reports showing amount of time any loads are not met (limit per Section G of ASHRAE Appendix G) Explanation of Error Messages from Simulation Outputs (if any) 75

76 Alternative Modeling Protocols (Section 4.5) 76

77 Prerequisites 1. Proof of intended participation in LEED 3.0 or EPAct Commercial Tax Deductions; 2. Completion of all regular P4P program documentation; 3. Inclusion of all the energy costs within and associated with the project, including process loads, into the model. 77

78 LEED NC 3.0 The baseline is based on the prescriptive requirements of ASHRAE Baseline Building Performance P4P =Baseline Building Performance LEED

79 EPAct Commercial Tax Deductions The baseline is based on the prescriptive requirements of ASHRAE Baseline Building Performance P4P =N*Baseline Building Performance EPAct N=0.838 for non-residential N=0.862 for residential 79

80 LEED 2.2 The baseline is based on the prescriptive requirements of ASHRAE Baseline Building Performance P4P =K*Baseline Building Performance EPAct K=0.95 for non-residential buildings K=0.977 for residential buildings 80

81 81 Annual Energy Use Goals kbtu/sf

82 Model Validation (Section 4.6) 82

83 Model Verification Steps Un-met load hours in the simulation are within the limits allowed by Section G of Appendix G. Monthly load distribution is realistic Incremental savings of individual measures are realistic and impact end uses as expected Energy use intensity and heating/cooling loads are realistic Follow recommended model review process for the selected software tool 83

84 84

85 85

86 86 Questions

87 87 Lunch

88 Energy Reduction Plan Development Overview Program Guidelines - Section 3 88

89 Energy Reduction Plan Roadmap for comprehensive energy improvements: Project Description Recommended Energy Efficiency Measures Description, incremental costs, baseline and proposed simulation results, energy cost savings. Financing Plan Implementation Plan/Schedule Commissioning Plan Commissioning Report 89

90 Energy Reduction Plan Utilize: ERP Excel Tables ERP Word Template Cx Plan Template 90

91 Energy Reduction Plan Must identify total energy costs 15% below ASHRAE baseline At least 50% of energy cost reduction must come from electricity and/or natural gas utilities which pay into SBC, or at minimum 100,000 kwh or 2,000 therm savings No more than 50% of energy cost reduction may come from lighting measures 15% energy cost reduction may not come from a single measure Minimum 10% IRR, based on incremental costs 91

92 Workscope Development Develop Proposed and Baseline Designs using approved building simulation software; determine Performance Rating percentage EPA Target Finder used for building benchmarking List measure-specific incremental costs; maintain 10% IRR for project Ensure that all performance specifications in ERP are translated into the bid and design documents 92

93 EPA Target Finder (Section 3.3) Energy Usage of the Proposed design must be entered into the EPA s Target Finder, and the resulting score and associated inputs documented and submitted with ERP. Target Finder results will not affect incentives and are for informational purposes only. 93

94 EPA Target Finder Target Finder enables architects and building owners to set energy targets and receive an EPA rating for projects during the design process. Projects that earn a rating of 75 or higher are eligible for Designed to Earn the ENERGY STAR certification and can be submitted for the ENERGY STAR Challenge. 94

95 EPA Target Finder EPA rating for eligible space types ooffice ok 12 school ohospital (acute care and children's) ohotel/motel omedical office ohouse of worship oresidence hall/dormitory osupermarket/grocery store owarehouse-refrigerated and non-refrigerated ocourthouse obank/financial Institution oretail store. Space types not available in Target Finder can be found in 2003 CBECS National Average Source Energy Use and Performance Comparisons (CBECS) 95

96 Energy Reduction Plan Development Measure Evaluation Program Guidelines - Section

97 Common Efficiency Opportunities Lighting: Retrofit or new fixtures, occupancy sensors, daylighting HVAC and DHW Measures: High efficiency boilers, chillers, and water heaters, solar water heaters, motors and pumps, insulate hot surfaces, controls, EMS/BMS Envelope: Improved insulation, windows, doors, cool roofs Refrigeration: Mechanical subcoolers, Evaporator controls (baseline for refrigeration should reference ASHRAE ) Other: Plug loads, transformers, energy efficient appliances and office equipment, low-flow water fixtures 97

98 Non-Eligible Measures On-site renewable energy generating equipment (e.g. PV panels, wind turbines, etc.) CHP or fuel cells Sub-metering Monitoring equipment Power factor correction equipment Permafrost/refrigerant additives Non-permanent measure (e.g. removal of misc. plug loads) Emerging technologies without third-party verification 98

99 Minimum Performance Standards Measures must meet or exceed: Minimum Performance Standards (Program Guidelines, Appendix B) ASHRAE prescriptive requirements, or Local code, whichever is more stringent. 99

100 Examples from the Minimum Performance Standards: The minimum water-cooled chiller efficiency level is 0.75 kw/ton. Air-cooled chillers must have an efficiency of at least 1.20 kw/ton. Gas boilers must have 85% or greater AFUE CFL fixtures must be new and ENERGY STAR qualified. LED fixtures must DLC qualified. 100

101 Measure Evaluation Include for each measure: Description of Energy Efficiency Measure Detail of EEM equipment, including key model inputs such as capacity, size, efficiency, U-values, location, etc. Estimated cost Description of design components included in the estimated cost, including any labor, overhead, etc. that might differ between the baseline and proposed designs Description of Baseline Component Detail of baseline equipment, including key model inputs such as capacity, size, efficiency, U-values, location, etc. Estimated cost Description of design components included in the estimated cost, including any labor, overhead, etc. that might differ between the baseline and proposed designs 101

102 Measure Evaluation Include for each measure: Detailed energy savings calculations with analytical and methodological information (included with Model Simulation Report) Measure lifetime based on New Jersey s Clean Energy Program Protocols (Program Guidelines, Appendix A) 102

103 Measure Interactivity Individual measures aggregated into a proposed work scope will often interact with each other and impact energy savings. Savings attributable to a package are usually less than the sum of the savings of each measure alone. + Interactive effects will be taken into account in the building simulation 103

104 Partner must ensure that all performance assumptions made in the simulation and reflected in the ERP are translated into bid and construction documents. Cost savings associated with O&M reduction should be claimed only with solid documentation for savings estimate. 104

105 Energy Reduction Plan Development Incremental Cost Guidelines Program Guidelines - Section

106 Incremental Cost Estimated Incremental Hard Cost: The difference in material and labor costs between the baseline equipment or system and the proposed improvement for an Energy Efficiency Measure (EEM). 106

107 Incremental Cost EEM costs are compared to the cost of the ASHRAE 90.1 Baseline Components This eliminates concerns of rewarding an inefficient design, and provides for a common reference point across projects. 107

108 Energy Efficiency Measures EEM: Any proposed design component with an energy consumption impact that differs from the baseline component (ASHRAE ). Incremental Cost may have negative value and should be included as negative. Each EEM shall have an associated Estimated Incremental Hard Cost 108

109 Energy Efficiency Measures Some EEMs may already be incorporated in original design; should be included in ERP as an EEM. The quality level of the baseline component should match the quality level that the developer chooses for the proposed design. Incremental Costs shouldn t include sales tax 109

110 Cost Estimating First, determine all building components associated with EEM that would differ from baseline. Example: Wall insulation Case 1- Proposed design includes better insulation; difference from baseline is cost of insulation only. Case 2- Proposed design includes different wall type completely; difference from baseline is entire cost of wall construction, including insulation. 110

111 Cost Estimating Second, determine cost estimation method Manual (RS Means) Vendor Quotes Design Team Calculations Online Pricing Incremental Hard Cost may be material cost, labor cost, or both. 111

112 112

113 Energy Reduction Plan Development Financing Plan Guidelines Program Guidelines Section

114 Financing Plan Objective Clearly present how project is to be funded Estimated total construction cost of Proposed design Partner Fees Pay for Performance Program Incentives Verify that incentives do not exceed caps Verify project is not double-dipping (measures cannot be funded through multiple SBC programs) 114

115 115

116 Energy Reduction Plan Development Implementation Plan Guidelines Program Guidelines Section

117 Implementation Plan Objective Provide description of proposed construction schedule Regulatory approvals System design Bid documents Construction milestones 117

118 118

119 119 Questions

120 Energy Reduction Plan Development As Built ERP Guidelines Program Guidelines Section 5 120

121 As-Built ERP Objectives Verify that the measures specified in the Proposed ERP were installed as planned Incorporate any changes that occurred during construction Adjust proposed model, as needed 121

122 As-Built ERP Requirements Verify and/or identify any deviations from the following: EEMs installed are the same as planned, or better than in Proposed ERP Nameplate data matches Energy consumption/equipment output matches assumptions in Proposed ERP Control systems are set and functioning Measures are likely to achieve, or exceed, expected energy savings 122

123 As-Built ERP Requirements For each EEM with significant changes, the As-Built ERP must include: Initial equipment/assumptions used in Proposed ERP Actual equipment and operating conditions Method to update building model Initial and as-built energy savings Initial and as-built incremental costs 123

124 As-Built ERP Requirements Must still meet 15% minimum performance requirement Supporting invoices to verify as-built costs Can incorporate commissioning results if available Site-inspection performed by Market Manager at this time 124

125 125 Questions

126 Energy Reduction Plan Development Commissioning Guidelines Program Guidelines Section 6 126

127 What is Commissioning? A process which verifies and documents the performance of new facility equipment Objectives: Ensure design meets functional needs of the owner Ensure systems are properly installed and function per design Verify and document proper performance of equipment & systems Ensure O&M documentation is complete Ensure owner s personnel are properly trained to operate equipment and systems 127

128 What is Commissioning? Standard process on New Construction projects Critical to performance of building 128

129 Commissioning in P4P Confirms the performance assumptions of energy-efficiency measures documented in the Proposed ERP Ensures the facility achieves projected energy savings Energy Management System (EMS) may be incorporated to quantify and confirm energy efficient operations. 129

130 Commissioning Requirements Commissioning Plan and CxA identification and qualifications to be included with Proposed ERP Justifiable changes to Commissioning Plan to be documented with As-Built ERP Commissioning Report 130

131 Commissioning Submissions Proposed ERP Cx Plan Template document provided separately from Proposed ERP; to be attached with Proposed ERP for submission Includes appendix for CxA identification and qualifications As-Built ERP Documentation of any justifiable changes to Cx Plan and CxA from Proposed ERP Commissioning Report No template Must follow approved CxPlan 131

132 Commissioning Submissions Once energy efficiency measures are installed, the Cx process can begin Measures installed that are consistent with the Proposed ERP, then the commissioning of that particular equipment can begin prior to As-Built ERP approval. Measures that have deviated from the Proposed ERP must first be approved under the As-Built ERP prior to being commissioned. 132

133 Commissioning Team Owner/Developer P4P Partner Commissioning Authority (CxA) General Contractor LEED Consultant (if applicable) Architect/Engineer Mechanical & Electrical Engineers Mechanical & Electrical Contractors EMS Controls Contractor 133

134 Commissioning Authority (CxA) Person or team with extensive building design and construction experience Documented experience on 2+ projects of similar scope Must be independent from the design and construction teams Shall be retained at the onset of the projectdesign phase 134

135 CxA Responsibilities Involved in the following phases: Design & Construction Performance Verification System Testing Operator Training Final Reporting Phases Ensures new construction projects funded through the P4P Program are correctly designed, constructed, and yield to highest industry standards. 135

136 CxA Responsibilities Verify assumptions used in energy savings calcs are incorporated into Cx Plan Identify any discrepancies between system operation and modeling assumptions Ensure commissioning components, specifications and responsibilities are defined and in place prior to bid and construction Perform periodical checks during equipment procurement and construction to ensure equipment is installed and operating per design documents 136

137 Commissioning Process Cx Plan, testing procedures, and reporting need to reference ASHRAE Guideline Additional Resources are listed in P4P New Construction Guidelines v3.0, Section

138 Commissioning Process - Design Phase Engage qualified CxA Introduce Cx process to design team and other stakeholders CxA will initiate meetings and discuss Cx activities, including Cx Plan 138

139 Commissioning Process - Construction Phase Construction Phase Scoping meeting Organized by CxA to establish roles, responsibilities, and expectations Review Cx Plan and obtain consensus Establish pre-testing documentation Define testing responsibilities and expectations 139

140 Commissioning Process - Construction Phase Regular Meetings and Job Walks CxA will walk the project periodically to: Facilitate Cx Process and check progress Observe construction, startup, testing, inspections, etc. Coordinate EMS controls sequence CxA will provide meeting minutes, field reports, and memos to Partner and Design Team as applicable. 140

141 Commissioning Process - Construction Phase Control System Commissioning Coordinate meetings to track the following topics for primary and third party furnished controls: Construction Shop Drawings Final sequence of operation Process software development, operator work station Sensor and device calibration plan Pre-functional checklists Functional performance test plan Trend logging and report generation 141

142 Commissioning Process - Construction Phase Pre-functional Testing Checklists (PFCLs) Provided by GC with CxA oversight, include: In-house developed checklists Manufacturer start-up checklists Field technician furnished startup checklists CxA helps develop, review, and comments on proposed PFCLs CxA produces binder of PFCLs in preparation for startup and testing 142

143 Commissioning Process - Construction Phase Functional Performance Testing (FPT) Plans Demonstrate operation of: EMS communication infrastructure and operator work station EEM equipment operation Sequences of operation FTP Plans Include: Table summaries describing equipment testing, discrepancies, and corrective actions Key performance parameters used in building simulation CxA will prepare FPT Plans in preparation for actual testing 143

144 Commissioning Process - Startup, Testing and Optimization Phase Pre-Functional Startup, Checkout: GC confirms completion of construction and pre-startup activities Permanent power Natural gas Domestic cold water & other utilities Duct and piping systems are tested and cleaned Water treatment and filtration are in place CxA will observe and provide comments during this phase for each piece of primary equipment; report discrepancies 144

145 Commissioning Process - Startup, Testing and Optimization Phase Functional Performance Testing (FPT) Execution of FPT plans and documentation of results using the following strategies Manual observation, testing and reporting EMS Control system trend log reporting and analysis Testing will proceed from components to subsystems to systems and finally to interlocks and connections among systems, include life safety. 145

146 Commissioning Process -Closeout Phase Closeout Meeting Held near project completion to address: Training Completion of functional performance testing Record documentation CxA and GC will confirm that training has been completed Warranties GC will compile warranties, including milestone dates, inclusions, exclusion, contacts, etc. 146

147 Commissioning Process -Closeout Phase LEED Documentation (if applicable) Final Commissioning Report CxA will aggregate relevant data and information pertaining to the project CxA will summarize Cx activities and prepare final Cx Report to be submitted to Partner 147

148 Commissioning Plan Submitted with Proposed ERP and shall include: Narrative of activities to be accomplished during each phase of commissioning Design Phase, Construction Phase, Start-up/Testing and Optimization Phase, Closeout Phase Proposed operation of control systems Functions to be tested Conditions under which the test shall be performed Measurable criteria for acceptable performance Method for reporting and resolving any deficiencies 148

149 Commissioning Report Should include: Information on results for pre-functional and functional performance testing Deficiencies found during testing and details of all corrective measures undertaken or proposed Confirmation that Cx objectives have been achieved Design meets functional needs of owner Systems are properly installed and function per the design (Proposed ERP or changes as noted in approved As-Built ERP) Confirmation that associated equipment and systems are performing properly O&M documentation is complete Personnel are trained 149

150 Commissioning Report Some additional information to be included: Completed PFPT forms specific to the installed equipment and systems Completed FPT forms specific to installed equipment and systems Energy Management process variable trend data of key control variables EEM warranties, with warranty start dates indicated Confirmation that discrepancies between Proposed ERP and As-Built ERP have been addressed, revised and updated Report should also be provided to building owner along with system maintenance manuals 150

151 151 Questions

152 Combined Heat and Power & Fuel Cells 152

153 Overview Stand alone program Bonus incentive for projects participating in Pay for Performance Systems 1 MW and less handled by TRC Systems over 1 MW handled directly by BPU staff 153

154 Incentives Eligible Technology Size (Installed Rated Capacity) Incentive ($/Watt) (2) (3) P4P Bonus ($/Watt) (cap $250,000) % of Total Cost Cap per project $ Cap per project Combined Heat & Power Powered by non-renewable fuel source Gas Internal Combustion Engine Gas Combustion Turbine Microturbine 500 kw $2.00 >500 kw 1 MW $1.00 >1 MW 3 MW (1) $0.55 >3 MW (1) $ % (4) $2 million 30% $3 million Fuel Cells Powered by non-renewable fuel source. Incentives available for systems both with and without waste heat recovery. 1 MW w. waste heat $ MW $3.00 >1 MW w. waste heat $2.00 >1 MW $1.50 $ % $2 million 45% $3 million Heat Recovery (5) Powered by non-renewable fuel source. Heat recovery or other mechanical recovery from existing equipment utilizing new electric generation equipment (e.g. steam turbine) MW $ % $2 million >1 MW $ % $3 million

155 Footnotes (1) Incentives for CHP systems greater than 1 MW are tiered. For example, a 4 MW CHP system would receive $0.55/watt for the first 3 MW and $0.35/watt for the last 1 MW. No other incentives are tiered. (2) In the past, utilities have offered incentives towards CHP and Fuel Cell technologies ranging from $0 to $1,000,000. Although no utility incentives are currently available, should they become available at a later time NJCEP incentives will subsidize utility incentives to bring the combined incentive up to the $/Watt amount shown in the table above, up to the maximum caps listed, to ensure a consistent incentive is paid throughout New Jersey. (3) Any facility successfully participating in Pay for Performance prior to applying for CHP or Fuel Cell incentives will be eligible for an additional $0.25 per Watt from NJCEP, not to exceed $250,000. This amount is in addition to the $ cap per project listed above. The % of project cost caps listed above will be maintained. (4) The maximum incentive will be limited to 30% of total project. This cap will be increased to 40% where a cooling application is used or included with the CHP system (e.g. absorption chiller). (5) Projects installing CHP, fuel cell, and heat recovery generation will be eligible for incentives shown above, not to exceed the lesser of % per project cap or $ per project cap of the CHP/FC. 155

156 Procedure Complete and submit CHP/FC Application (Excel-based) per instructions CHP/FC does not factor into 15% savings of P4P TRC and/or BPU reviews submittal and issues a CHP/FC Incentive commitment. Pre-inspection completed Install and commission project within 18 months of CHP/FC approval Post-inspection completed; invoices reviewed Measure performance over 12 month period Purchase Installation Acceptance of 12 months postinstallation data 30% 60% 10% 156

157 Equipment Requirements Equipment Must Be: Natural gas or hydrogen fueled (fuel cells), or mixed fuel natural gas/biogas New, commercially available, and permanently installed (expansions of existing systems also qualify) Installed on the customer side of the meter Electric only fuel cells must be sized for 100% historical consumption/peak demand Meet minimum 65% LHV annual system efficiency (50% for electric only Fuel Cells) Must operate minimum of 5,000 annual full load equivalent hours (3,500 for eligible critical facilities) 10 year all-inclusive warranty or service contract See CHP /FC Application for more information on The Following are Not Eligible: eligibility and technical Prior installations requirements Portable and emergency backup power systems Used, refurbished, temporary, pilot, or demonstration equipment Systems that use diesel fuel, other types of oil or coal for continuous operation. 100% biogas -- redirect to Renewable Energy Program 157

158 Other Evaluation Criteria Environmental performance Projected system startup date Annual system utilization Alignment with general program goals Project clarity Operation as an emergency management center or critical facility 158

159 Sample Calculation 600 kw Nat Gas Engine w/heat recovery and absorption cooling Total Installed Cost = $1,200,000 Requested Incentive - 600,000 x $1.00/Watt = $600,000 Incentive Cap - $1,200,000 x.40 = $480,000 Final Incentive - $480,

160 Sample Calculation 4 MW Nat Gas Engine w/heat recovery for HH & DHW Total Installed Cost = $5,000,000 Requested Incentive First 3,000,000 x $0.55/Watt = $1,650,000 Second 1,000,000 x $0.35/Watt = $350,000 Final Incentive = $2,000,000 Incentive Cap - $5,000,000 x.30 = $1,500,000 Final Incentive - $1,500,

161 161 Questions

162 Partner Benefits Expand your business Qualified leads Marketing support Sales literature and Mass Media Listed at No Partner, no project, no incentive 162

163 Next Steps Bring in Projects TRC holds a monthly Partner conference call 4 th Wednesday of every month Access Code: Updates and changes to Program Questions & Technical discussions Feedback loop with our Partners Ideas about improving the Program 163

164 Additional Notes Designate one P4P Contact Person within your organization Control all submissions Participate in conference calls Collect questions and inquiries for clarification Establish shared P4P folder to maintain most recent documents and templates 164

165 Additional Notes Download most recent ERP documents from Partner Portal: Current password: trp47px Keep an eye out for s from P4P questions to Join LinkedIn Group: search for NJ Pay for Performance Partner Network 165

166 Additional Notes Dial-into Energy Efficiency Committee meetings: with CEC Committee Participation- Energy Efficiency Committee in subject line and include your name, company or other affiliation, and address to get listserv updates. Minutes from monthly EE Committee meetings: 166

167 Final Q&A Thank you! 167