PROJECT NAME CLEVELAND CLINIC PROJECT #

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1 CLEVELAND CLINIC PROJECT # [This is a sample of a general project M&V specification these specifications should be incorporated into the HVAC Control specifications and modified to the specific job requirements] SECTION INSTRUMENTATION AND CONTROL FOR HVAC PART 1 - GENERAL 1.1 SUMMARY A. Integration requirements. 1. BASC is responsible for the integration of the [Name of System] utility metering system to the BAS. At a minimum the following points shall be available for each building connected to the [Name of System] system in real time: a. Electric. 1) Electric demand (kw), 2) Peak electric demand (kw) for the year to date along with time and date. 3) Electric consumption (kwh) year to date. b. Steam condensate. 1) Steam demand (pph) 2) Peak steam demand (pph) for the year to date along with time and date. 3) Steam consumption year to date (1,000 pounds). c. Chilled Water. 1) Chilled water demand (tons) 2) Peak chilled water demand (tons) for the year to date along with time and date. 3) Chilled water consumption year to date (ton-hours). B. Control Contractor to extend existing [Name of System] Central Control system as follows: 1. Measurement and Verification. a. The BASC shall provide an interface between the [Name of System] utility metering system and the BAS. The BAS shall at a minimum provide the following real time data for each building: 1) Electric demand (kw). 2) Steam demand (pph) b. The BASC shall provide the following monthly utility report for each building through the BAS for measurement and verification. INSTRUMENTATION AND CONTROL FOR HVAC (MEASUREMENT AND VERIFICATION SECTIONS)

2 CLEVELAND CLINIC PROJECT # UTILITY Baseline Projected Consumption kwh Electric Peak Demand kw Date Time Consumption pounds Steam Peak Demand pph Date Time Consumption mcf Natural Gas Peak Demand cfh Date Time Consumption pounds Chilled Water Peak Demand pph Date Time Energy Consumed mmbtu Gross Floor Area (gsf) Energy Use Intensity (mmbtu/gsf) Heating Degree Days (Base 65 F) Cooling Degree Days (Base 65 F) c. The baseline and projected utility data and building gross area (gsf) shall be provided by the A/E and/or Owner and input into the table by the BASC. d. In addition to the monthly report for each building, separate graphs shall be generated that plots consumption on a monthly basis for electric (kwh), steam (pounds) and total energy (mmbtu). Each graph will have series for baseline, projected, the actual current year and the 4 previous years. 1) Months shall be on the x-axis (Jan, Feb, Mar, Apr, May, Jun, Jul, Aug, Sep, Oct, Nov, Dec). 2) monthly consumption of the y-axis C. Specific special control features to be incorporated on this project include: 1. Provide interface at the head end level between the [Name of System] utility metering system and the BAS front end. BAS shall allow for access to real time utility data and the following reports: a. Monthly and year to date electric (kwh) and steam (pph) consumption; overall energy consumption (mmbtu) and energy use intensity (btu/gsf/year) by building. b. Monthly and year to date peak electric (kw) and steam (pph) demand by building. c. Historical comparison between benchmark energy consumption (to be provided by [The Engineer]); current year s monthly and year to date utility consumption; overall energy consumption (mmbtu) and energy use intensity (btu/gsf/year) and the 5 previous years, by building. INSTRUMENTATION AND CONTROL FOR HVAC (MEASUREMENT AND VERIFICATION SECTIONS)

3 CLEVELAND CLINIC PROJECT # PART 2 - PRODUCTS 2.1 SYSTEM SOFTWARE SPECIFICATION A. Maintenance Time Reminders (MTR) - (MTR's) allow customer defined reports for scheduling equipment maintenance. Equipment is monitored via (BAFP) inputs and outputs for accumulated run-time, calendar limits, or number of cycles. Limits exceeded within the (BAFP) upload to the Host (MTR) software system. The (MTR) reports are accessed through the (MTR) icon on the main screen. The following features are provided: 1. Number of Reports - (50) (MTR) reports each with (25) separate block capability (from BAFP) (250) messages with each message capable of (250) character may be assigned to a block. Report Features - each report contains: a. Type of (MTR) i.e. run limit, calendar, cycles etc. b. Tracking limit - calculation of actual runtime, or calendar, and it s programmed limit. c. Overdue Value - A calculation of overdue maintenance performance. 2. Tracking Basis - Four reports based upon tracking are generated: a. New Maintenance Report - When a tracking limit is met a block (MTR) is identified for service. b. Maintenance Pending - A (MTR) is held in maintenance pending until moved into either a maintenance overdue report or moved to a work complete category by the operator. c. Maintenance Overdue - A (MTR) is held in maintenance overdue whenever the overdue limit is met. (This limit programmed and selectable during report definition.). d. Work Complete - After operator acknowledgment of service performance the (MTR) will enter the work complete report. This is for one automatic printout. If further documentation is required a (MTR) may be held in a (MTR) log file that is operator selectable. B. Trends - Data may be gathered through Host sampling of (BAFP) data (local), or (BAFP) trend blocks (remote). Trends report definitions and monitoring are accessed through the trend icon on the main menu. Remote trends are identified in the Host setup. (BAFP's) then generate a trend through block data that is uploaded automatically to the Host. Detail trend reports by be generated in tabular data form or exported to X/Y graphs and bar graphs. Reports may be initiated or terminated at the Host trend icon. Trend Report Definition - Trend definitions define the following: 1. Type of trend either local or remote. 2. Sample time if local trend type. 3. Block Data from (BAFP) to be trended if local type. 4. Number of samples to be taken. 2.2 FACILITY MANAGEMENT SOFTWARE SPECIFICATION A. Basic Description - (FMS) provides monitoring and report generation. The following (FMS) software may be configured to provide the following functions: 1. Analog Limit Alarm - All connected analog values may be monitored for alarms. Operator selected limits define Hi/Low values to generate alarms logged by the (BAFP) available for reporting to the Central Host Station. INSTRUMENTATION AND CONTROL FOR HVAC (MEASUREMENT AND VERIFICATION SECTIONS)

4 CLEVELAND CLINIC PROJECT # 2. Change of State Alarm - All connected digital values may be monitored for alarms. Operator selected normal/abnormal conditions define states of operation to generate alarms logged by the (BAFP) available for reporting to the control Host Station. 3. Trend Data - All connected device values may be selected for data collection. A specified time internal for the samples, and a report summary schedule may be operator specified. The (BAFP) shall accumulate the data and make available for reporting to the Central Host System. 4. Maintenance Time Reminders (MTR) - (MTR's) may be used to provide reporting for periodic and schedules maintenance. Equipment runtime accumulation, number of cycles or calendar maintenance scheduling is provided and selectable by the user. Reports are generated at the (BAFP) and available for reporting to the Central Host System. 2.3 UTILITY METERS A. Replace the following existing orifice plate steam flow meters in the central heating plant with new as specified below: inch 100 psig steam main at each of the three (3) boilers. The flow range shall be 5,000 pph to 90,000 pph inch 100 psig in the south steam header. The flow range shall be 3,000 pph to 80,000 pph inch 100 psig in the north steam header. The flow range shall be 2,000 pph to 40,000 pph. B. The new steam flow meters shall have the following performance characteristics: 1. Type: Conditioning orifice plate. 2. Construction: Stainless steel 316 construction rated for 150 psig minimum. 3. Minimum Turndown: 25:1 with minimum +/-2.0% total performance accuracy across entire flow range. 4. Meter shall provide a scalable pulse output to the campus E-Mon utility metering system. 5. Provide Data Recorder: E-Mon IDR 1-IDR-8-ST. PART 3 - EXECUTION 3.1 SEQUENCE OF OPERATION A. See drawings for sequence of operation, points list and control diagrams. B. The following are the default set points to be used, unless directed otherwise by the Engineer. Indoor Design Criteria. 1. Indoor design temperatures and relative humidity requirements are stated in the following table: INSTRUMENTATION AND CONTROL FOR HVAC (MEASUREMENT AND VERIFICATION SECTIONS)

5 CLEVELAND CLINIC PROJECT # Room Occupied Summer Unoccupied (1) Occupied Winter Unoccupied (1) db %RH db %RH db %RH db %RH Classrooms / Lecture Halls 75ºF 50% 82ºF 50% 72ºF ºF --- Data/Comm Rooms 75ºF 45% 75ºF 45% 72ºF 30% 72ºF 30% Corridors 75ºF 50% 82ºF 50% 72ºF ºF --- Dining 75ºF 50% 82ºF 50% 72ºF ºF --- Dormitory Rooms 75ºF 50% 82ºF 50% 72ºF ºF --- Electrical Switchgear 95ºF ºF ºF ºF --- Electrical Closets 78ºF 50% 78ºF 50% 55ºF ºF --- Elevator Machine Room 78ºF 50% 78ºF 50% 55ºF ºF --- Emergency Generator 104ºF ºF ºF ºF --- Athletic Seating & Playing Areas 75ºF 50% 82ºF 50% 72ºF ºF --- Kitchen 75ºF 50% 82ºF 50% 72ºF ºF --- Laboratory 75ºF 50% 75ºF 50% 72ºF 30% 72ºF 30% Lobbies 75ºF 50% 82ºF 50% 72ºF ºF --- Locker Rooms 78ºF 50% 82ºF 50% 70ºF ºF --- Mechanical Rooms 95ºF ºF ºF ºF --- Offices 75ºF 50% 82ºF 50% 72ºF ºF --- Toilet Rooms 75ºF 50% 82ºF 50% 72ºF ºF --- Stairwells ºF ºF --- Transformer Vaults 104ºF ºF The default range of operator adjustment allowed at the space temperature sensor shall be +/-2ºF. 3. The following normal building occupied schedule shall be utilized in [NAME] Building is: a. Mon-Fri: 7:00am to 10:00pm b. Saturday: 8:00am to 6:00pm c. The remainder of the time, temperature shall be set back as indicated in the Table above. 4. Air handlers serving laboratory, residence and dining halls shall have the ability to be set back, however they shall be initially set up to operate continuously. 5. The HVAC system design and control shall minimize the use of heat when outside air temperature is above 60ºF. 6. The BAS shall be connected to the lighting occupancy sensor auxiliary contacts to allow the HVAC to go to the unoccupied mode when a space is unoccupied for longer than 15 minutes (adjustable). The space temperature, minimum supply air and minimum ventilation air set points shall all be setback to the unoccupied mode. 7. Utilize 2 F dead band for night heating/cooling modes and utilize staggered morning warm-up / cool-down unoccupied operating modes. Ensure outside air dampers are closed during all unoccupied operating modes. 8. Dry bulb and relative humidity are to be maintained 6 inches to 6 feet above the floor. 9. Minimum temperature in the building must be 55 F even when unoccupied for long periods of time (greater than 2 days). INSTRUMENTATION AND CONTROL FOR HVAC (MEASUREMENT AND VERIFICATION SECTIONS)

6 CLEVELAND CLINIC PROJECT # 10. Provide adaptive set back space temperature set point scheme to ensure that the air handlers can bring the building s up to occupied space temperature before scheduled occupancy without engaging either the morning warm-up and cool-down modes more than one (1) hour before occupancy. The adaptive set back scheme shall use PID loop control to monitor outside air temperature, weather data as well as historical building recovery times in determining the appropriate space temperature se back scheme. END OF SECTION INSTRUMENTATION AND CONTROL FOR HVAC (MEASUREMENT AND VERIFICATION SECTIONS)

7 CLEVELAND CLINIC JOB # [This is a sample of a detailed project specific M&V specification] SECTION MEASUREMENT AND VERIFICATION 1.1 Measurement and Verification Trend Logs A. Data is to be recorded every 5 minutes, totalized, and stored for viewing. The data shall also be compiled into monthly reports as shown in Section 1.2. B. The following represents the design intent of the utilities that need to be monitored. If there are other data points that need to be measured in order to accomplish this goal, then they should be monitored in addition to this. C. Division 23 shall set up the following trend logs. 1. Outdoor air temperature (ºF). a. heating and cooling degree days for each month shall be calculated b. Average heating and cooling degree days shall be entered for comparison c. Percent increase above average shall be calculated 2. High temperature hot water consumption. a. Heating plant temperature set point (ºF) b. Low temperature hot water (BTU meter) 1) Building heating hot water supply temperature (ºF) 2) Building heating hot water return temperature (ºF) 3) Building heating hot water supply flow rate (gpm) 4) Calculated heating hot water consumption (therms) c. Building heating hot water return flow rate (gpm) d. Lead/standby status for each heat exchanger e. High temperature hot water 1) Lead heat exchanger entering HTHW temperature (ºF) 2) Lead heat exchanger leaving HTHW temperature (ºF) 3) Calculated HTHW temperature change (ºF) 4) Calculated high temperature hot water consumption (gallons) 5) High temperature hot water supply pressure (psig) 3. Chilled water consumption. a. Building chilled water (BTU meter) 1) Building chilled water supply temperature (ºF) 2) Building chilled water return temperature (ºF) 3) Building chilled water supply flow rate (gpm) 4) Calculated chilled water consumption (therms) b. Campus loop chilled water 1) Central plant chilled water supply temperature (ºF) 2) Central plant chilled water return temperature (ºF) 3) Calculated chilled water temperature change (ºF) 4) Central plant chilled water consumption (gallons) 5) Central plant chilled water supply pressure (psig) 4. Heat recovery performance. a. LEF-1 heat recovery coil 1) LEF-1 HRC entering water temperature (ºF) 2) LEF-1 HRC leaving water temperature (ºF) MEASUREMENT AND VERIFICATION

8 CLEVELAND CLINIC JOB # 3) LEF-1 fan airflow (cfm) 4) Calculated energy recovered (therms) b. LEF-2 heat recovery coil 1) LEF-2 HRC entering water temperature (ºF) 2) LEF-2 HRC leaving water temperature (ºF) 3) LEF-2 fan airflow (cfm) 4) Calculated energy recovered (therms) c. AHU-1 heat recovery coil 1) AHU-1 HRC entering water temperature (ºF) 2) AHU-1 HRC leaving water temperature (ºF) 3) Calculated HR water temperature change (ºF) 4) Calculated energy transferred (therms) 5) AHU-1 supply fan airflow (cfm) 6) AHU-1 HRC leaving air temperature (ºF) 5. Electric consumption: variable frequency drives 1) Trend the HVAC equipment input energy consumption (kw) and record the monthly peak demand (kw, date, time) and average power factor for the following equipment: a) Supply fan motors for AHU-1, AHU-2, and AHU-3 b) Exhaust fan EF-2 c) Heating hot water pumps HWP-1 & HWP-2 d) Chilled water pumps CHWP-1 & 2 2) Calculate the total energy consumption (kwh) for this equipment 6. Electric consumption: equipment status 1) Trend the status (on/off) of the following equipment through the BAS. Use the manufacturer s data and/or balance reports to calculate the electric consumption (kwh) for each period of usage. a) Lab air compressor module 1 b) Lab air compressor module 2 c) Lab air compressor module 3 d) Domestic water heaters WH-1 & WH-2 e) Laboratory exhaust fans LEF-1, 2, 4 & 5 f) Exhaust fans EF-1, 3, 4, 5, 6 & 7 g) Split-system air conditioning units AC-1 thru 3, CU-1 thru 3 h) Heat recovery pumps HRP-1 and HRP-2 2) Calculate the total energy consumption (kwh) for this equipment D. Division 26 shall set up the following trend logs. 1. Electric consumption: electric meters. a. Electric meter data points to trend: 1) True RMS Power - Watts 2) Reactive Power - VARs 3) Power Factor 4) True RMS Energy kwatt-hours 5) Reactive Energy kvar-hours 6) AC Frequency 7) Computed RMS Voltage 8) Computed RMS Current 9) Demand 10) Peak Demand (kw, date, time) MEASUREMENT AND VERIFICATION

9 CLEVELAND CLINIC JOB # b. Electric meter items to trend (8 total meters): 1) Main service switchboard (MSB) 2) High Bay Manufacturing lines a) High Bay Line 6 main (EQ-006C) b) High Bay Line 4 main (EQ-004) c) High Bay Line 2 & 6 (panel DPHB) 3) Office, lab, and High Bay (panel DPL-1) 4) Lighting (H1A) 5) Emergency lighting (LSH1) 6) Photovoltaic system 1.2 Measurement and Verification Reports A. Reports for each month and year as follows. 1. Electric consumption: the data shall be compiled into monthly reports, as shown in Section B (Division 23) & Section C (Division 26). Energy consumption in the form of kwh is to be converted to mmbtu. The listed totals and subtotals are to be calculated. 2. HVAC chilled and high temperature hot water consumption (Division 23): the data shall be compiled into monthly reports, as shown in Section B. Energy consumption in the form of therms is to be converted to mmbtu. The listed totals and subtotals are to be calculated. 3. Energy summary: the actual degree days and energy consumption shall be summarized in a report showing each month and a year-to-date running total. The baseline and proposed energy consumption shall be entered once the final energy model for LEED EA-1 is completed. The percent energy savings over the baseline and percent increase over the proposed consumption shall be calculated for each utility. B. Example monthly energy report (Division 23): MEASUREMENT AND VERIFICATION

10 CLEVELAND CLINIC JOB # Electric Consumption Run Time (hrs on) kwh MAY 2010 Peak Demand Average PF kw Date Time Mechanical Equip (VFDs) AHU-1 (Laboratories) AHU-2 (High Bay) AHU-3 (Office Space) EF-2 (AHU-3 Relief Air) HWP-1 (Heating Plant) HWP-2 (Heating Plant) CHWP-1 (Cooling Plant) CHWP-2 (Cooling Plant) Mechanical Equip (Status) Air Compressor Dom. Water Heater WH Dom. Water Heater WH LEF-1 (1st Floor Labs) LEF-2 (2nd Floor Labs) LEF-4 (Wet Tissue BSC) LEF-5 (Dry Tissue BSC) EF-1 (Restrooms) EF-3 (Custodian Closets) EF-4 (Electrical Room) EF-5 (Storage/Receiving) EF-6 (Mech Room 120M) EF-7 (Chemical Storage) AC-2 (Elevator Machine) Heat Recovery Pump HRP Heat Recovery Pump HRP mmbtu HTHW and Chilled Water Consumption Gallons Heating Plant High Temp. Hot Water Cooling Plant Chilled Water Energy Recovered Heat Recovery --- MAY 2010 Average Water Temp (ºF) EWT LWT T Therms mmbtu 2010 Energy Summary January February March April May YTD MEASUREMENT AND VERIFICATION

11 CLEVELAND CLINIC JOB # Degree Days Average # Degree Days Heating # Degree Days % Increase over Average Average # Degree Days Cooling # Degree Days % Increase over Average HTHW Consumption Baseline Consumption (mmbtu) Consumption (mmbtu) Proposed % Savings from Baseline Consumption (mmbtu) % Savings from Baseline % Increase over Proposed Chilled Water Consumption Baseline Consumption (mmbtu) Consumption (mmbtu) Proposed % Savings from Baseline Consumption (mmbtu) % Savings from Baseline % Increase over Proposed Energy Recovered (Heat Recovery) Proposed Production (mmbtu) Production (mmbtu) % Below Proposed Note: All months January through December should appear in the final energy summary monthly report. C. Example monthly energy report (Division 26): MEASUREMENT AND VERIFICATION

12 CLEVELAND CLINIC JOB # Electric Consumption Service Switchboard MSB Lighting (H1A) HBL 6 main (EQ-006C) HBL 4 main (EQ-004) Emergency Lighting (LSH1) Distribution Panel DPL-1 Distribution Panel DPHB Photovoltaic System kwh MAY 2010 Peak Demand kw Date Time kvarhours Average PF mmbtu 2010 Energy Summary January February March April May YTD Electric Consumption Baseline Consumption (mmbtu) Consumption (mmbtu) Proposed % Savings from Baseline Consumption (mmbtu) % Savings from Baseline % Increase over Proposed Electric Generation (PV System) Proposed Production (mmbtu) Production (mmbtu) % Below Proposed END of SECTION MEASUREMENT AND VERIFICATION