ENHANCED BUILDING OPERATIONS PROGRAM

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1 ENHANCED BUILDING OPERATIONS PROGRAM

2 TABLE OF CONTENTS Introduction 1 Building eligibility 2 How to take part 3 Financial incentives 4 Technical assistance and guide 5 System investigation templates 5 Program overview 6 Program details 8 Preliminary planning 8 Phase 1: Opportunities investigation 9 Phase 2: Measures investigation 9 Phase 3: Implementation and validation 10 Phase 4: Ongoing efficiency 10 Program deliveries 11 Current facility requirements 11 Opportunities report 11 Measures report 11 Selected energy conservation measures list 12 Implementation and validation report 12 Ongoing efficiency reporting 12 Program approvals and incentive payout 12

3 ENHANCED BUILDING OPERATIONS PROGRAM 1 INTRODUCTION The Enhanced Building Operations Program (EBOP) provides technical support, financial incentives and guidance to help commercial building owners in Manitoba find, apply and maintain energy saving measures in their buildings. EBOP helps bring existing commercial buildings to an energy performance level that meets or exceeds original levels, using practical measures determined by a detailed evaluation process. EBOP identifies opportunities for: reduced energy consumption and costs, by improving the operation of existing equipment; improved occupancy comfort; reduced building system operation and maintenance costs; and improved building reliability and equipment life. A collective effort from professional building consultants, building owners and operators, project managers, and Manitoba Hydro ensures the success of each EBOP project. Finish Line Efficient Operations Step 4 Step 3 Step 2 Step 1 Monitor ongoing efficiency Implement and validate measures Identify energy savings Investigate opportunities

4 2 ENHANCED BUILDING OPERATIONS PROGRAM BUILDING ELIGIBILTY The following criteria must be met in order to participate in the program: the customer must be the registered owner or owner s representative of the existing property and building; the customer must have a Manitoba Hydro General Service account (excluding residential dwellings); The building must be heated by either electricity and/or natural gas serviced by Manitoba Hydro; the customer must remain a Manitoba Hydro customer at the same commercial address for at least 36 months from the date the incentive is paid out; the building must be well maintained and contain equipment that has the potential for improved performance; the building has at least 35,000 sq. ft. (3,252 sq. m) of occupied and heated space; there are no current renovation, energy efficiency or retrofit projects underway or planned to start within the next 36 months. In addition to meeting the above criteria, participants should be able to answer yes to six or more of the following questions: Is the building at least three years old? Is most of the heating, ventilation and air conditioning (HVAC) equipment less than 12 years old OR can it be used for at least three more years? Can the HVAC control system archive trend data? Has the building occupancy remained consistent for the past two years? Is there dedicated, in-house staff to look after building maintenance and operation? Can simple repairs and preventative maintenance be completed before the project begins? Are up-to-date building maintenance records available? Does the building have known issues with occupant comfort and/or energy use? Are there good working relationships with established contractors for maintenance, HVAC controls or installation projects? This information will help identify if a building meets general program requirements. If eligible, Manitoba Hydro will provide an application and agreement to the building owner that will identify requirements the building owner must agree to, including: provide Manitoba Hydro and identified program stakeholders with access to the building; identify operating staff that will correspond with the professional building consultant on the project; assist with reporting and collecting information for the project; sign a release for historical energy bill information; invest a maximum of $0.20/sq. ft. ($0.09/sq. m) of occupied and heated space to carry out selected measures that have a two-year or less simple payback. The building owner will be informed if the building is not eligible for the program and provided with an explanation. A common reason buildings are not eligible is that building or systems are not in good working order. In this case, Manitoba Hydro may suggest a more appropriate energy efficiency program for the building.

5 ENHANCED BUILDING OPERATIONS PROGRAM 3 HOW TO TAKE PART The building owner must get pre-approval from Manitoba Hydro before ordering, purchasing or implementing any equipment or measures to be eligible for any incentives from Manitoba Hydro. To enroll in the program: 1 Submit a completed opportunities questionnaire to Manitoba Hydro. Questionnaires are available online at hydro.mb.ca/your_business/ building_operations, by phoning (in Winnipeg) or (toll free), or ing ebop@hydro.mb.ca. 2 Manitoba Hydro will review the submission and, if it meets program requirements, schedule a follow-up meeting to: a. review the questionnaire; b. provide a detailed orientation of the program; c. arrange for a building operational review and tour; d. establish a summary of the current facility requirements; e. request further building information. 3 Manitoba Hydro will review all building information and arrange a second look at the building. Once accepted into the program:: 1 Manitoba Hydro will provide an application and agreement to the building owner. The building owner should review and sign the application and agreement, and return these documents to Manitoba Hydro. 2 Hire a professional building consultant to evaluate the building and provide support throughout the project. 3 Assemble a project team, consisting of building maintenance personnel, company energy manager (if applicable), and service contractors knowledgeable in building operation and HVAC controls, to provide project and technical support. The professional building consultant will be required to organize and lead a kickoff meeting with the project team and Manitoba Hydro representative(s) to: review EBOP s process, expectations and required deliverables; confirm details of the current facility requirements; determine a tentative scope of work and schedule; identify any relevant site logistics.

6 4 ENHANCED BUILDING OPERATIONS PROGRAM FINANCIAL INCENTIVES The program offers financial incentives that cover approximately half of the professional building consultant s fees. These incentives are paid as deliverables are approved in each phase of the project. Incentive values are calculated from occupied and heated floor area of the building and incentive dollars are approximated for each program phase in the following graphs. See the application and agreement for a complete list of terms and conditions. EBOP Phase 1 incentive ($) vs. floor area $30,000 $25,000 $20,000 $15,000 $10,000 $5,000 $- 35, , , , , ,000 EBOP Phase 2 incentive ($) vs. floor area $30,000 $25,000 $20,000 $15,000 $10,000 $5,000 Phase 1 Phase 2 $- - 35, , , , , ,000 EBOP Phase 3 incentive ($) vs. floor area $30,000 $25,000 $20,000 $15,000 $10,000 Phase 3 $5,000 $- - 35, , , , , ,000 EBOP Incentives dollars stacked by project phase vs. floor area $70,000 $60,000 $50,000 $40,000 $30,000 $20,000 $10,000 $- 35,000 70, , , , , , , , , , , , , , , , ,000 Phase 3 Phase 2 Phase 1

7 ENHANCED BUILDING OPERATIONS PROGRAM 5 TECHNICAL ASSISTANCE AND GUIDANCE Manitoba Hydro provides building owners and operators with technical assistance and guidance, helping them achieve energy efficiency in their buildings and develop operational best practices. This technical assistance and guidance is intended to complement the work of the professional building consultant. The resources offered by Manitoba Hydro are available from the time energy efficiency improvements are first considered. At the start of each project, Manitoba Hydro introduces the participants to the program, explaining each phase and how the program works. As the project progresses, Manitoba Hydro helps to assess the opportunities that have been identified for assurance that the energy savings being proposed will meet the building owner s current facility requirements and energy management expectations. Manitoba Hydro s ongoing support includes technical assistance and guidance in the various disciplines within energy efficient building design and operational best practices. During the ongoing efficiency phase, Manitoba Hydro s technical assistance and guidance will include supporting building owners and operators in monitoring energy savings from the implemented energy conservation measures. Manitoba Hydro will be available for on-site support during this time. SYSTEM INVESTIGATION TEMPLATES System investigation templates will be provided to collect as-found physical information from mechanical and electrical systems, as well as building automation system control points and control sequence inventories. The templates also include system queries and considerations to help identify energy savings when compared to the as-found operational conditions. When templates are completed for all building systems, the resulting information will provide an easy to use and common basis for comparison that will help uncover energy saving opportunities. The system templates include pull-down selections and other prompts for ease of use. Information within the prompts is intended to promote good energy performance control that would be expected to be found in ideal systems. The user should select the closest example to actual conditions observed. Where prompts do not include suitable examples, blank text boxes are available to enter information as needed. System template documents: 1 Boiler system template 2 Chiller system template 3 Constant volume AHU template 4 Variable air volume AHU template 5 Induction AHU template 6 Dual-duct AHU template 7 Multi-zone AHU template 8 Roof-top unit (RTU) template 9 Make-up air unit (MAU) template 10 Heat-pump AHU template 11 Lighting template

8 6 ENHANCED BUILDING OPERATIONS PROGRAM PROGRAM OVERVIEW EBOP leads the building owner and project team through a retro- or re-commissioning (RCx) process, which looks for ways to save energy and solve problems with the building s systems and equipment. The goal of the RCx process is to bring an existing building to its top performance and maintain this performance for the life of the building. EBOP often recommends energy saving measures that include changes to operations, maintenance, control strategies and systems. These measures can reduce a building s annual energy costs by about 10 per cent. Reduced energy, operating, and maintenance costs Increased technical knowledge of operating staff Increased occupant comfort Persistent problems solved Efficient Operations Improved building and equipment reliability Added value to property and assets

9 ENHANCED BUILDING OPERATIONS PROGRAM 7 Once the building is accepted into the program, it proceeds through the four phases as outlined below. Phase 1: Opportunities investigation The professional building consultant chairs a kickoff meeting and completes the initial current facility requirements document. The professional building consultant researches the building s HVAC and other system components and the needs of its occupants. The professional building consultant documents all energy saving opportunities in a master list, looking for practical approaches to carry them out. The professional building consultant completes the opportunities report. The list of energy saving opportunities is evaluated by the project team and is trimmed down to become a list of preliminary energy conservation measures. Phase 2: Measures investigation The preliminary energy conservation measures identified in Phase 1 are analyzed by the professional building consultant, who takes into consideration the effectiveness, the costs and what s necessary to implement them. The project team trims the list down further, deciding on a list of selected energy conservation measures to implement. The professional building consultant completes the implementation plan, measures report, systems manual, and training and ongoing efficiency plans. Phase 3: Implementation and validation The building owner implements the selected energy conservation measures, using the recommendations in the implementation plan and measures report. The professional building consultant verifies the energy savings from the selected energy conservation measures and updates the systems manual. The professional building consultant generates the first ongoing efficiency report and training. The professional building consultant completes the implementation and validation report. Phase 4: Ongoing efficiency The building owner will proceed to complete ongoing efficiency reports on a regular schedule equivalent to the first one created by the consultant in Phase 3. These reports confirm that the value of the implemented measures will continue into the future. Manitoba Hydro will be available to assist the building owner monitor the implemented measures and will schedule check-up visits to review a sampling of these reports for the duration outlined in the measures report. The building owner and staff continue to explore, rationalize and implement energy efficiency improvements while continuing to maintain the measures implemented throughout this phase, and after the completion of the project.

10 8 ENHANCED BUILDING OPERATIONS PROGRAM PROGRAM DETAILS Preliminary planning The building owner needs to complete several steps before the project can start. 1 Fill out the opportunities questionnaire with the assistance of the professional building consultant, if available at this stage in the process. This questionnaire helps determine if the building is eligible for the program. 2 Collect and make available to Manitoba Hydro all building design, maintenance and service histories after participating in a program orientation meeting. 3 Outline the project goals and expectations, which will be used to develop the current facility requirements. The current facility requirements will act as a guide for the project team. 4 Select a professional building consultant, if one has not already been selected. Ensure their proposal for project-related services and project scope of work cover their responsibilities as stated in the application and agreement. 5 Confirm that the services identified in the professional building consultant s proposal include support for all program requirements, and account for any extra project costs that may be necessary to meet the building s specific needs (it is reasonable for professional building consulting fees to exceed total incentive dollars from this program). Manitoba Hydro will confirm the acceptance of the building into the program in writing and provide a program application and agreement to the building owner. By accepting the terms and conditions outlined for this program on the application and agreement, the building owner accepts responsibility for the program commitments and agrees to follow through to the successful completion of the project.

11 ENHANCED BUILDING OPERATIONS PROGRAM 9 Phase 1: Opportunities investigation The professional building consultant will organize a kickoff meeting at the building. At this meeting, a Manitoba Hydro representative will summarize the program deliverables and arrange for all necessary program documents and templates to be shared with the professional building consultant and building owner. Building systems will be considered and prioritized for investigation. A preliminary scope of work and site logistics will be discussed in addition to organizing a preliminary project schedule. The building owner will provide Manitoba Hydro with access to building operations staff, who will provide an update on the building s electro-mechanical systems and the general status of all equipment. Energy saving opportunities The professional building consultant will look at the existing mechanical and electrical systems in the building and, using the program templates, will come up with a list of energy saving opportunities. This list should include information on costs and the anticipated payback. Energy saving opportunities that are low cost and offer reasonable energy savings (which result in simple paybacks of two years or less) typically present attractive rates of return for building owner investment. The use of a building automation system to investigate, enact and verify these energy saving opportunities would be best, if available. Common energy saving opportunities Adjust and reset temperature settings; Staging or sequencing of boilers, chillers, and air handling units; Adjust and repair dampers and economizers; Modify control strategies for motors, pumps, fans, and air handlers for standard hours of operation; Eliminate simultaneous heating and cooling; Balance and adjust air and water distribution. Next steps The next step is to select the most promising opportunities as preliminary energy conservation measures. This is a joint effort by the project team and Manitoba Hydro. From there, a final opportunities report should be compiled by the professional building consultant. In addition, any issues that were identified during the investigation of building systems should be documented in an issues and resolutions log. Phase 2: Measures investigation The professional building consultant develops an implementation plan, taking a closer look at the projected energy savings and the methodologies and costs for implementing each preliminary energy conservation measure. Determining costs The accuracy of simple payback calculations will be improved through the use of hard costs (as provided from contractor quotes and/or building owner costs) and detailed scope of work plans. Similarly, using actual benchmark trend data from building automation system, data loggers, or other means will establish a practical baseline for comparison of future energy savings. Collecting data Once data collecting devices or trends from building automation systems are established, their use may continue to demonstrate energy savings after the energy conservation measure has been implemented. Where practical, the building automation technologies can also be used to simplify and reduce the burden of reporting of each energy conservation measure s performance for the building owner. When all the savings and cost estimates for preliminary energy conservation measures have been determined, the professional building consultant can finalize the measures report, which will include the implementation plan, the ongoing efficiency plan, a project schedule and a training plan. The accuracy of each measure in the report will help the project team make informed decisions when selecting a final list of energy conservation measures for implementation.

12 10 ENHANCED BUILDING OPERATIONS PROGRAM Phase 3: Implementation and validation The list of selected energy conservation measures is confirmed by the project team and then implemented, as described in the measures report. The building owner can either use an in-house project management team or an externally contracted project manager to carry out each energy conservation measure from the selected list. The building owner may also choose to consult with the professional building consultant when overseeing this process. Validating energy conservation measures When the energy conservation measures are substantially complete (with the exception of any seasonal limitations), the professional building consultant reviews the work, comes up with a list of deficiencies, updates the current facility requirements and documents the results in an implementation and validation report. The professional building consultant then looks at how each energy conservation measure performs, measuring the actual results against the projected savings defined in the measures report. If the energy conservation measures need to be improved upon, the professional building consultant makes arrangements to have them fine-tuned by the project team. Once all energy conservation measures are satisfactorily in place and the first ongoing efficiency report has been completed (and accepted by Manitoba Hydro), the professional building consultant completes the implementation and validation report, summarizing the results of the measures. At this point in the process, the professional building consultant can put together the systems manual and training plan. Training employees on how to keep the energy savings going for each energy conservation measure is vital to the project s success, since the building owner will remain responsible for ongoing efficiency and reporting for three years after the measures have been implemented. An updated version of the systems manual will be a prerequisite for operator training on each energy conservation measure. Phase 4: Ongoing efficiency Building operators should regularly analyze and document the data, trend logs, system alarms and performance indicators for each energy conservation measure, and include this information in the required ongoing efficiency reports. These reports should include information on any changes to the building operation that may affect how the energy conservation measures perform, for instance: changes to the occupancy type of the building, use of floor space, hours of occupancy, replacement of building systems or equipment, or changes to the implemented measures themselves. The systems manual should also be updated if any of these changes occur. Responsibilities Responsibilities in this phase rest primarily with the building owner and operator, with ongoing technical support from Manitoba Hydro. The professional building consultant may also be included, especially when changes are made to the current facility requirements or building equipment, for instance: equipment additions or removals that impact energy consumption. Regular meetings may be scheduled to monitor performance and review ongoing efficiency reports, ensuring that deliverables are met. The ongoing efficiency plan, included in the measures report, will outline how each measure will be monitored for energy savings. The plan may require that the ongoing efficiency reports are submitted to other parties in addition to the building manager and Manitoba Hydro to demonstrate that the energy and cost savings are being achieved.

13 ENHANCED BUILDING OPERATIONS PROGRAM 11 PROGRAM DELIVERABLES Current facility requirements The American Society of Heating, Refrigerating, and Air- Conditioning Engineers (ASHRAE) describes a current facility requirement as a written document that details the current functional requirements of an existing facility and the expectations of how it should be used and operated with goals that have measurable performance criteria, cost considerations, benchmarks, success criteria, and supporting information to meet the requirements of occupants, users, and owners of the facility. The goal is to document current building system requirements including known HVAC-related comfort issues, maintenance challenges, operation/maintenance level energy saving opportunities and areas of energy waste suitable for recovery. This information can be collected using one or more of the following techniques: nominal workshops, brainstorming, interviews, surveys and expert interpretation. With a reasonable list assembled, current facility requirements should be organized into workable criteria and prioritized from most to least significant. Opportunities report Results from the opportunities investigation phase are documented in the report. The professional building consultant s observations and recommendations are summarized in the following report sections: Executive summary Building equipment system review (based on system investigation templates) All main building systems are required to be documented using a system template or similar format. Where the templates need to be modified, changes to information must be provided to adapt the templates accordingly. Where a system exists that a template has not been provided, the most similar template should be modified and used. Issues and resolutions log The issues and resolutions log is a project management document used to record and track unexpected problems, gaps, inconsistencies, conflicts or uncertain events as they are encountered. These issues can include any development that can have a negative impact on the project. As the project progresses, items noted on the issues and resolutions log will either contribute to energy saving opportunities or be deferred to a list of other opportunities for the business owner s future reference. Master list of energy saving opportunities Trend data collection plan Energy saving opportunities preliminary simple payback (based on estimated annual savings and implementation costs) Energy saving opportunities preliminary project schedule and scope of work Energy saving opportunities recommended for further investigation Potential seasonal issues and other considerations for implementation Systems manual outline Draft training plan Draft ongoing efficiency plan Measures report Benchmark energy performance data from building systems (or similar) and contractor-supplied costs are used to establish simple payback projections for all preliminary energy conservation measures. Supplementary project provisions for each energy conservation measure are also completed to support implementation, validation, operator training, ongoing efficiency and building documentation. The report sections shall include, but not be limited to, the following: Executive summary Implementation plan, including: o List of recommended preliminary energy conservation measures o Scope of work for preliminary energy conservation measures o Benchmark trend data for preliminary energy conservation measures

14 12 ENHANCED BUILDING OPERATIONS PROGRAM o Forecasted energy and utility cost savings for preliminary energy conservation measures o Implementation hard costs for preliminary energy conservation measures o Simple payback for preliminary energy conservation measures o Project schedule o Seasonal and other issues that could impact planning for implementation Systems manual Training plan Ongoing efficiency plan List of selected energy conservation measures The professional building consultant compiles the list of recommended energy conservation measures. These are based on the building owner s obligation to execute energy conservation measures that have a two-year or less simple payback and implementation costs not exceeding $0.05 per sq. ft. (0.09 sq. m). This list is reviewed by the project team, with the end result being a list of selected energy conservation measures to implement. The final list must be documented with the following supporting information for each energy conservation measure: A detailed description Projected energy savings inclusive of all assumptions and references for scientific and physical relationships applied in the calculations Hardcosts, as reasonably practical to obtain Simple payback Implementation and validation report Once all energy conservation measures are in place, the professional building consultant confirms the energy saving results in comparison to the projected performance and energy savings potential. The following report sections should include, but not be limited to: Implementation project report Implemented energy conservation measures validation report Updated current facility requirements and issues and resolution log Seasonal deficiencies report, as applicable First ongoing efficiency report (completed by the professional building consultant) Operator training report Second ongoing efficiency report (completed by the building operator) Systems manual updates: training Ongoing efficiency report The ongoing efficiency report will be developed as scheduled and distributed to those outlined in the ongoing efficiency plan. This report will also be provided to Manitoba Hydro on a predetermined schedule, over a three-year timeframe, often with greater frequency in the first and second years. Manitoba Hydro will support the building operator(s) to schedule this submission process and discuss any other developments from the energy conservation measures that have been implemented. The ongoing efficiency report is used to regularly document the performance of the facility and measure the success of the project. All reports and accompanying project updates must also be added to the systems manual and current facility requirements. Each energy conservation measure has a recommended report format, as identified in the ongoing efficiency plan in the measures report. This might be a screenshot of a building automation system graphic showing trends of system points, a table of system parameters, a photograph of a physical modification made to a system component, or another format. In general, the report must contain current information that shows the ongoing success of all implemented energy conservation measures.

15 ENHANCED BUILDING OPERATIONS PROGRAM 13 PROGRAM APPROVALS AND INCENTIVE PAYOUT Phase 1: Opportunities incentive The incentive amount for this phase will be paid to the building owner or professional building consultant (if assigned) after a review meeting and acceptance of the following deliverables by Manitoba Hydro: Current facility requirements Building equipment review, using program system investigation templates (or similar) Issues and resolutions log Opportunities report Proof of payment to the professional building consultant for services provided up to this phase of the program Phase 2: Measures incentive The incentive amount for this phase will be paid to the building owner or professional building consultant (if assigned) after a review meeting and acceptance of the following deliverables by Manitoba Hydro: Measures report List of selected energy conservation measures Proof of payment to the professional building consultant for services provided up to this phase of the program Phase 3: Implementation and validation incentive The incentive amount for this phase will be paid to the building owner or professional building consultant (if assigned) after a review meeting and acceptance of the following deliverables to Manitoba Hydro: Implementation and validation report Demonstration that the building operator has obtained the necessary skills to reliably produce ongoing efficiency reports Program completion questionnaire Proof of payment to the professional building consultant for services provided up to this phase of the program

16 14 ENHANCED BUILDING OPERATIONS PROGRAM Available in accessible formats upon request.

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