1. How to Have a Successful Retrocommissioning Project Karl Stum, PE Portland Energy Conservation Inc. (PECI) Successful Retrocommissioning

2. 2 What We Will Cover-- Definitions Planning phase activities Investigation and implementation phases Hand-off phase

3. Successful Retrocommissioning 3 Retrocommissioning Existing equipment Seeks low-cost operational improvements Likely won’t get done with a conventional performance contract

4. Successful Retrocommissioning 4 Phases of the Process Planning Investigation Implementation Hand-off

5. Successful Retrocommissioning 5 Building Selection Enthusiastic facility staff Facility staff have time Owner has money to put into project High energy users?

6. Successful Retrocommissioning 6 Objectives System verification (RCx) Energy savings Problem areas What systems?  HVAC  Lighting  Controls  Specialty

7. Successful Retrocommissioning 7 System Verification Systematic testing of systems Like new construction testing Report card

8. Successful Retrocommissioning 8 Energy Savings Focus on big energy using equipment Comfort? IAQ? Capital improvements? Energy-only may not be compatible with std. RCx

9. Successful Retrocommissioning 9 Problems Areas Comfort System control IAQ

10. Successful Retrocommissioning 10 Satisfy All Stakeholders

11. Successful Retrocommissioning 11 Satisfy All Stakeholders Owner Utility Energy manager Facility manager Facility engineer/operator

12. Successful Retrocommissioning 12 Types of Implementation By Whom: All by owner CP oversees CP implements When: Along the way After full finding report

13. Successful Retrocommissioning 13 Selecting a Provider Done it before Experienced with your issues  TAB  Design  Equipment  Energy  Troubleshooting  Controls References Approach Trust me….

14. Successful Retrocommissioning 14 Scope of Work Don’t promise the farm Be explicit Consider phasing the project-- investigation / implementation

15. Successful Retrocommissioning 15 Scope of Work All but insist that you do some implementation or follow-up Allow enough time for implementation Leave documentation for facility staff

16. Successful Retrocommissioning 16 Expectations Understand them Manage them Document

17. Successful Retrocommissioning 17 Budgeting Be realistic Many projects are scoped to a budget rather than the opposite Typical 100k - 500k sf, typical energy projects:  $20k-$50k for investigation, and  $10k-$30k for implementation of findings

18. Successful Retrocommissioning 18 Cx Plan Clear Complete Include a schedule

19. Successful Retrocommissioning 19 INVESTIGATION & IMPLEMENTATION PHASE

20. Successful Retrocommissioning 20 Kick-Off Meeting Team building Communicate objectives Communicate process Clear up questions

21. Successful Retrocommissioning 21 Staff Issues Managers support staff  Time  Appropriate staff resources  Allocate budget to implement Commissioner respect staff  Don’t take their whole day  Don’t make staff look bad (call a spade a heart? Or is the glass half empty or half full?)

22. Successful Retrocommissioning 22 Communication Document all scope directives and changes Keep parties informed of progress Meet to go over findings

23. Successful Retrocommissioning 23 Communication Provide clear findings and recommendations Make report accessible--use summary tables

24. Successful Retrocommissioning 24 Remaining on Track Remember to please all stakeholders Revisit your budget often Don’t go too deep in one area Leave enough for analysis and implementation

25. Successful Retrocommissioning 25 Implementation Consider interactions of recommendations Plan for verification, if required Identify that all players are satisfied Document

26. Successful Retrocommissioning 26 HAND-OFF PHASE Provide a clear / accessible report Leave staff with guidance in writing  Implementation plan  Optimum operating parameters  Updated sequences of control  Recommissioning plan  Energy accounting plan