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This workstream provides vital information on current challenges, near and longer-term carbon reduction opportunities and the accuracy of the energy model. It also creates early wins that build momentum and trust. Getting the most out of this work requires trust-based collaboration across facilities managers, operations staff, the energy modeler, external contractors and design engineers. Engaging with tenants to get insight into what drives their loads can also be valuable to the process. Data and insights on the existing conditions of the building typically arise from four sources:
- Design documents
- Data from metered systems
- Direct observation and testing
- Building operations team feedback
Each source is important, but it is the integration across these four categories of data that leads to deep operational insights and identification of major areas of opportunity.
Getting the most out of this work requires trust-based collaboration across facilities managers, operations staff, the energy modeler, external contractors and design engineers. Engaging with tenants to get insight into what drives their loads can also be valuable to the process.
Gather Information: In this phase, project teams should work with the building management and operations teams to collect the information shown below here in the sample Information Gathering Checklist:
Why is this Information Needed?
- Floor Plans
- Elevation Drawings
- Vertical Floor Dimensions
- Tenant Fit-out Drawings
- Façade Cut/Detail Sheets
- Window Cut/Detail Sheets
Architectural drawings will be used to build the energy model geometry and assign performance characteristics to exterior wall assemblies.
Mechanical, Electrical and Plumbing Drawings
- Mechanical Schedules
- Mechanical Riser Diagrams
- M-Drawings (Schedules) of Retrofit/Upgraded Equipment or a Description of Changes
- Electrical Schedules
- Electrical Riser Diagrams
- Lighting Schedules and Detail Sheets
- Plumbing Schedules
- Plumbing Riser Diagrams
MEP drawings will be used to build the energy-consuming systems in the energy model. These documents will also inform opportunities for equipment replacements based on end of useful life and can be referenced when evaluating equipment locations and available space.
- Minimum 12 months of data for all incoming utilities including electricity, natural gas, district steam, fuel oil.
- Data from tenant electrical sub-meters (if available)
- Data from central plant BTU meters (if available)
Building utility bills showing annual energy consumption and tariffs are required to create an initial energy model. Utility bills allow the energy modeler to calibrate the total energy consumption and the breakdown by fuel type, which is important to track as different fuel sources have different greenhouse gas emissions and associated energy costs.
BMS Information - The BMS may be a source for a wide variety of operational data such as:
- Fan run hours
- Damper and valve positions
- Air and water flow rates
- Air handling unit supply air set points
- Space temperature set points
- Air, water and space temperatures
- Chiller/cooling tower/boiler entering and leaving water temperatures
- Pump flows during peak and off-peak times
- Fan and pump electrical consumption and demand data from VFDs
The main parameters to collect are:
- Meter data
- Equipment hours of operation
- Temperature setpoints
- Data trends
- Fault detection
- System mode (manual versus override)
Historical data from the BMS can help align modeled energy use breakdowns with actual operation. Collating and reviewing this data can provide insights into building operations. Sometimes building operation differs from the document design, standards, and even the facilities team’s own understanding as system modifications are made incrementally over the years. Live data can be used to verify system schedules, turndown, and setpoints and drive even more accurate modeling of building operations. Building management systems provide insight into how the building is performing in real-time.
Information gathered from building operators can provide deep operation insights, serve to develop trust, and identify areas of opportunity for improvement.
Existing Capital Plans
It is also important to gather data on the “business as usual” (BAU) plan for future capital and operational expenditures. Doing so allows the team to compare ECMs against already planned expenditures and to begin to understand the sequence and timing of ECMs within the context of already-planned building upgrades.