1. BIQ Building Intelligence Quotient Jiri Skopek ECD Energy & Environment REALCOMM - June, 2005

2. Objectives Present the concept of an Intelligent Building Rating tool –Objectives –How it works –Approach – including certification Review Green Globes attributes that could be applied to the BIQ tool Next steps Note –the purpose is NOT to discuss technicalities. (This requires a dedicated forum)

3. Building Intelligence, Reality and Perception REALITY cost savings functional enhancements (comfort, security, flexibility, reliability) Increased productivity PERCEPTION expensive complex – hard to implement a luxury not “mainstream” POSITIVE RETURN ON INVESTMENT LACK OF AWARENESS FEAR OF THE UNKNOWN

4. Objectives of the BIQ Tool Promote building intelligence integration and products by: demonstrating the added value they can bring to a property demystifying implementation of building intelligence EMPHASIZE: POSITIVE RETURN ON INVESTMENT INCREASE AWARENESS DISPEL FEAR OF THE UNKNOWN

5. Rating and Certification (demonstrates the added value) Design and Implementation Guidance (demystifies implementation) + BIQ - an online tool

6. BIQ concept is based on: Technology Roadmap for Intelligent Buildings CABA’s Best Practices Guide for Evaluating Intelligent Building Technologies IS2002-28 Green Globes Rating Assessment Protocol that is used for: –Integrated design of new buildings –Improving existing buildings (BOMA Go Green) –Facility fit-up (Commercial Interiors) –Emergency management of buildings

7. Web Site: www.greenglobes.com Green Globes is an on-line auditing tool for property owners and managers that evaluates the environmental performance of buildings against established best practice standards. Green Globes for Existing Buildings (Canada, UK): MURBs & Light Industrial Occupancies audit compatible with ISO 14000 - provides energy and environmental performance evaluation and rating. Green Globes Energy & Environmental Performance Assessment and Benchmarking ECD Energy & Environment Canada Ltd. Go Green Comprehensive: www.bomagogreen.com Is a comprehensive benchmarking audit (based on thewww.bomagogreen.com Green Globes online performance assessment) measuring energy, indoor health, and environmental performance against the best industry operation and management practices

8. Web Site: www.greenglobes.com Green Globes Design is an on-line assessment tool for developers and design teams that evaluates the environmental performance of the building design against established best practice standards. Green Globes for Design (USA) Green Building Initiative-www.thegbi.com: Provides guidance throughout the design process – from Project Initiation to Construction and Commissioning – to implement the Integrated Design Process. Green Globes Energy & Environmental Performance Assessment and Benchmarking ECD Energy & Environment Canada Ltd. Green Globes for Design (Canada): Provides guidance throughout the design process – from Project Initiation to Construction and Commissioning – to implement the Integrated Design Process.

9. Web Site: www.greenglobes.com Green Globes is an on-line auditing tool that evaluates the environmental performance of buildings against established best practice standards. BEMA (Building Emergency Management Assessment): Helps to evaluate the emergency management of building assets with respect to disasters and incidents of all kinds. Green Globes for Fit-up (Commercial Interiors Canada): Helps to integrate green design principles in a fit-up that will be energy and resource efficient, and will provide a healthier and more productive environment Green Globes Energy & Environmental Performance Assessment and Benchmarking ECD Energy & Environment Canada Ltd.

10. Why online? Interactive Makes it possible to change inputs at the click of a mouse Generates scores and reports effortlessly Makes it easy to store and compare data about various properties Allows for multiple users Puts product information at your fingertips

11. How can BIQ promote building intelligence ? 1.Provides a baseline assessment of an existing building 2.Helps to articulate the targets for a high performance building 3.Provides a gap analysis between the baseline building and the high performance version 4.Provides step-by-step guidance on how to get there Base building profile High performance intelligent building targets Gap analysis Building intelligence design guidance

12. BIQ Step 1 Needs Assessment Intelligent Building Components $/ BenefitMission Critical Building Communication Systems $*1-5* Building Automation & Security Systems $*1-5* Building & Facility Management Applications $*1-5* Building Structure & Systems $*1-5* * Assigns weights to the rating scale

13. HVAC Evaluate the benefits of the following HVAV features where 0 = no benefit 2 = operational benefit 4 = cost and operational benefit 1 = possible benefit3 = cost benefit 5= “must have” Ability to permit individual occupants to adjust workspace temperatures Ability to monitor temperatures and adjust them according to user profile Ability to adjust indoor air quality based on room occupancy and building standards Ability to adjust humidity, temperature and air flow speeds Ability to use variable air volume or constant volume air distribution designs 0 13245 0 13245 0 13245 0 13245 Evaluation of sub-systems 0 13245 Building Intelligence Quotient Assessment Need Assessment

14. Building Intelligence Quotient Assessment Mission critical $/Benefits$/Benefits Temperature Controls Energy Management 24 hour surveillance Seismic Monitoring CO2 Monitoring

15. Three Areas of Assessment* 1 Project Management 2 Subsystem stand- alone custom features and performance 3 Subsystem operation in the building automation environment and BAS Equipment 20% 40% 20% 40% 1000 points available * Based on the Best Practices Guide

16. Texas Meeting Ranking Results Building Component or System NMinimumMaximumMeanStd. Deviation Communication Systems Digital and Analog Data Bandwidth available124.0010.009.08331.7816 Degree of Structuring of all low voltage system cabling121.009.006.41672.3143 Wireless Network Accessibility123.0010.007.16672.1249 Flexibility of Existing Wiring Plants to Accommodate Next Generation Technologies 123.0010.006.91672.0207 Informational Signage ( Elevators, Kiosks, other)111.008.005.63642.2482 Overall Power Distribution System112.0010.008.00002.2361 Automation and Security Systems Percentage of Building Systems Integrated on a Facility IP network 125.0010.008.50001.7838 Percentage of Systems Using Open Standard Protocols125.0010.008.83331.7495 Percentage of Building Systems Integrated on a control network (Open or Proprietary) 125.0010.008.00001.6514 Unified Web based User Interface124.0010.008.00001.9069 Advanced Automation Strategies Using Integrated Systems 123.0010.007.58332.0652

17. Project Stages Design Guidance Four stages of Building Intelligence Quotient approach Project Initiation (planning and definition Design Implementation Commissioning Intelligent Building Evaluation (final assessment)

18. Active Project: Middleton Hall Design StageStatusQuestionnairesReports Project InitiationCompletedUpdate dataView report Design ImplementationCompletedUpdate dataView report CommissioningNot completedUpdate data Intelligent building evaluation Not completedUpdate data Building Intelligence Quotient Assessment Other projects: Peterborough Centre 48 Main Street

19. Active Project: 48 Main Street Design StageStatusQuestionnairesReports Project InitiationCompletedUpdate dataView report Design ImplementationNot completedUpdate data CommissioningNot completedUpdate data Intelligent building evaluation Not completedUpdate data Building Intelligence Quotient Assessment Other projects: Middleton Hall Peterborough Centre, Peterborough

20. Pre-design (Planning and Definition) Goals Get consensus on client needs and explore the range of options Identify technical/regulatory investigations that should be done Conduct an investment analysis Identify tasks and resources

21. Pre-design (Planning and Definition) Project Management –Integrated design –Education –Selection of sub-systems –Value factors for building automation, annunciation, security and control systems –Value factors for communication systems –Business considerations Subsystem operation in default stand-alone mode –Custom features –Performance Subsystem Operation in a Building Automation Environment –Interaction among subsystems –BAS Equipment

22. Education Have the designer and building managers requested that the manufacturers provide knowledge transfer to the following building automation practitioners? Architects, building engineers an consultants Building owners and managers Construction companies Unions Insurance industry Project Management Building Intelligence Quotient Assessment Pre-design (Planning and Definition) yes no yes no yes no yes no yes no Tip: This enables them to plan networked sub systems.

23. Education Have the designer and building managers requested that the manufacturers provide knowledge transfer to the following building automation practitioners? Architects, building engineers an consultants Building owners and managers Construction companies Unions Insurance industry Project Management Building Intelligence Quotient Assessment Pre-design (Planning and Definition) yes no yes no yes no yes no yes no Tip: Providing information on networked subsystems helps building owners and managers understand options and market additional services to tenants for revenue beyond the lease.

24. Education Have the designer and building managers requested that the manufacturers provide knowledge transfer to the following building automation practitioners? Architects, building engineers an consultants Building owners and managers Construction companies Unions Insurance industry Project Management Building Intelligence Quotient Assessment Pre-design (Planning and Definition) yes no yes no yes no yes no yes no Tip: This helps to ensure that building structural sensors will be properly installed during construction for a subsystem to monitor the building structure or systems.

25. Education Have the designer and building managers requested that the manufacturers provide knowledge transfer to the following building automation practitioners? Architects, building engineers an consultants Building owners and managers Construction companies Unions Insurance industry Project Management Building Intelligence Quotient Assessment yes no yes no yes no yes no yes no Tip: This will enable support for the adoption of networked systems. Unions are a powerful resource in meeting the objective increasing the individual capabilities of their members. Pre-design (Planning and Definition)

26. Education Have the designer and building managers requested that the manufacturers provide knowledge transfer to the following building automation practitioners? Architects, building engineers an consultants Building owners and managers Construction companies Unions Insurance industry Project Management Building Intelligence Quotient Assessment Pre-design (Planning and Definition) yes no yes no yes no yes no yes no Tip: This serves to describe the impact of networked subsystems on insurable risks such as fire and life safety.

27. Education Have the designer and building managers requested that the manufacturers provide knowledge transfer to the following building automation practitioners? Architects, building engineers an consultants Building owners and managers Construction companies Unions Insurance industry Project Management Building Intelligence Quotient Assessment Pre-design (Planning and Definition) yes no yes no yes no yes no yes no

28. Investment Analysis Has an investment analysis been prepared for the Owner/Investor that takes into consideration the following potential benefits? Building cost reduction due to less space required for raceways and spaces using shared network media or wireless network solutions Churn-cost reduction from plug-and-play technology and avoidance of technological obsolescence Improved organizational productivity Positive impact on liability insurance costs Higher market rents Fees for intelligent building services Business Considerations Building Intelligence Quotient Assessment Pre-design (Planning and Definition) yes no yes no yes no yes no yes no yes non/a

29. Report for Middleton Hall Building Intelligence Quotient Assessment Pre-design (Planning and Definition) A building intelligence quotient assessment was conducted for Middleton Hall, located at 1 Middleton Ave., Middleton AB. The building is owned by City of Middleton. Middleton Hall is a 500,000 sq. ft. commercial building that was built in 2000. It has 13 storeys. The facility is described thus: “commercial offices with commercial concourse”. The tenant is city employees. There are approximately 900 occupants. The building operates 14 hrs per day, 6 days per week. The building is managed by Joe Brown. The building intelligence quotient of Middleton Hall was assessed at the pre-design stage in terms of how well it addresses issues related to project management, selection of subsystems, subsystem operation features and performance in stand-alone mode; subsystem operation in a building automation environment, and BAS equipment considerations. The purpose of this assessment is to provide guidance with respect to client needs, the range of options; technical considerations and investigations, investment analysis and selection of consultants.

30. Report for Middleton Hall Building Intelligence Quotient Assessment Pre-design (Planning and Definition) Middleton Hall achieved an overall rating of 78% at the Pre-design Stage Integrated design Education Selection of sub-systems Value factors for communication systems Business considerations Subsystem stand-alone custom features Subsystem stand-alone performance Interaction among subsystems BAS Equipment 0 20 40 60 80 100

31. Report for Middleton Hall cont’d Building Intelligence Quotient Assessment Pre-design (Planning and Definition) Value Factors for Building Automation, Security and Control Systems Achievements The design team, in consultation with the client representatives has identified the following: The building systems that will be integrated on the facility IP network Open standard protocols that will be deployed Systems for providing information based-multi-media signage Areas of the building that will be serviced with door access control Special security features Integrated CCTV, Door access control and intrusion detection systems Real time interval metering requirements Recommendations The design team, in consultation with client representatives should identify the following: Proprietary user interfaces Web-based user interfaces

32. Report for Middleton Hall cont’d Building Intelligence Quotient Assessment Pre-design (Planning and Definition) Value Factors for Communication Systems Achievements The following issues have been investigated with respect to the installation of communication systems: The degree of structuring of all low voltage system cabling The extent of wireless networks Recommendations Consider the following needs and/or issues with respect to the installation of communication systems: Broadband data and video services needed Structuring of low voltage system cabling Product solutions Low voltage cabling Structured cabling system The flexibility of existing wiring plants to accommodate next generation technologies Cable management to be employed

33. Design Implementation Goals Organize and share information with the project team Establish financial and work-product controls Create designs and evaluate them against the project goals including the budget Create plans and specifications for tender to select contractor Proceed with construction while monitoring contractors and consultants to confirm completion of contract obligations.

34. Design Implementation Phase Project Management –Selecting a subsystem manufacturer –Education Subsystem operation in default stand-alone mode –Features –Performance –Operating Environment Factors –Failure and Emergency Operations Subsystem Operation in a Building Automation Environment –Interaction among subsystems –BAS Equipment and Features –Communications Room –Distributed Building Control and Closed Loop Controllers –Communications Protocol Issues –Application Layer Features

35. Commissioning Stage Goals Confirm performance Start up and test systems and adjust operations Provide an effective transition from construction to operation Provide a smooth transfer to owner/operator

36. Commissioning Project Management –Documentation –Training and Education Sub-system Operation in Default Stand-alone Mode –Performance BAS Management Issues System Management Issues

37. Final Assessment Goals Demonstrate value in terms of: Design based on the integrated design process Presence of intelligent building subsystems Integration of sub-systems Failure and emergency operations Support and maintenance including preventative maintenance and requests for service

38. Final Assessment Project Management –Documentation –Integrated design –Performance requirements –Commissioning –Operating and Maintenance Budget –Intelligent Building Subsystems Features Subsystem Operation in Default Stand-alone Mode –Support and Maintenance Subsystem Operation in a Building Automation Environment –BAS Equipment –Cabling –Communications Room –Communication Protocols

39. Conclusion BIQ: A means to raise awareness and dispel fear of the unknown; –An education tool –A way to engage the client A ranking system that demonstrates and markets building intelligence and system integration Based on an approach of: Integrated design Product solutions

40. Discussion Points There is an interest! “Fixed assessment” or “Needs-based” assessment? How to integrate “product solutions”? Technical Committee Review Certification?