California Commissioning Collaborative Advisory Council Meeting

1. California Commissioning CollaborativeAdvisory Council Meeting November 2, 2006

2. Agenda CCC Advisory Council Meeting

3. Advisory Council Welcome • Introductions and Announcements

4. Project Updates • Verification of Savings • RCx Seminar Proposal to BOMA Annual Conference • Toolkit and Market Research • Diagnostics Training Sponsorship Opportunity • Green California Summit • Commissioning Guidelines • Program Brochure for Owners

5. CCC Projects RCx Seminar Proposal to BOMA • Proposal for a 75-minute presentation to be given by Phil Welker and Craig Sheehy on behalf of the CCC • Learning Outcomes: • Understand the business case for using retrocommissioning to save money on utility costs and improve building performance and occupant comfort • Familiarity with the retrocommissioning process, requirements, and benefits. Understanding of the effort and resources needed to ensure that the benefits achieved from retrocommissioning are long-lasting • Awareness of the information and resources available to assist in planning, financing and executing retrocommissioning projects

6. Project Update Market Research and Toolkit Market Research • Cx and RCx marketing materials will focus on two separate market sectors: • Office • Hospital/healthcare • Next Step: Interview owners to determine effective messaging strategies • Contact Kristin Heinemeier if you have leads on owners who could provide insight

7. Project Update Market Research and Toolkit Toolkit • Objective: Develop templates for Cx providers to reduce reporting time and improve communication with owners • The toolkit will contain spreadsheet tools for energy calculations such as: • Optimize/reset duct static pressure setpoint • Optimize pumping system • Condenser water supply temp reset • Next Step: Online survey of CCC participants • Vet list of potential spreadsheet tools • Gather input on rigor needed in these tools

8. Project Update Market Research and Toolkit Toolkit (cont.) • Building metrics tool development in partnership with NEEA and NBI • Will facilitate reporting EMS and whole building meter data, focusing on reporting performance metrics and creating standard charts for systems common to large buildings • CCC contribution will provide the ability to: • Create charts common to Energy Information Systems • Create user-defined, rather than pre-defined charts

9. Project Update Market Research and Toolkit Project Advisory Committee • Need participants: • From CCC • Other stakeholders from technical or owner-side • Contact Kristin Heinemeier if you would like to be involved, or to recommend someone for the PAC • KHeinemeier@peci.org • 530.750.3562

10. Project Update Diagnostics Training Sponsorship • NBI Diagnostics Program, supported by PIER • Seminar for Cx Providers (and others) on FDD Tools that are currently available • Seeking Co-Sponsorship from CCC Advanced Tools for Enhancing Building Performance: How to Use Currently Available Fault Detection and Diagnostics Tools in Commissioning December 13, 9:30 – 11:30 PST Webcast

11. Project Update Issues to be Addressed in FDD Seminar • What kinds of specific problems does it solve? • In what ways can it be used as a part of a commissioning process? • What are its direct/indirect benefits and costs, and how can these be best conveyed to a potential customer or decision-maker? • What is the market for the product, and how can a provider determine if a particular building is a good candidate for it? • What is the next step for commissioning providers who are interested in using it in their businesses?

12. Project Update CCC Sponsorship Responsibilities • Produce the Seminar • Arrange for webcast facilities (NBI will ask their CEC sponsors for permission to use Webex, or will provide other facilities) • Moderate meeting • Make welcome and introductory presentation (Kristin Heinemeier) • Produce a flyer (hardcopy, softcopy) • Distribute flyer • Cost: Approximately $5,000

13. Project Update Green California Summit • March 13-14, 2007 • Target Audience: State and local government • Multiple tracks for different audiences • 4,000-5,000 expected attendance

14. Green California Summit Possible Roles for CCC • Pre-Seminar Training: • Decision-Makers: The Case for Cx/RCx • Facilities Managers: Cx/RCx Top Ten • Building Operators: Hands-On Training • Energy Pavilion: Demonstration Site • Vendor Booth • CCC Booth materials • CCC Members to staff the booth

15. CCC Projects Distribution of Guidelines • 1,000 copies of each guide printed • 1,000 promo flyers printed for each guide • Distribution • Hardcopies sent to Green Technology Forum, SCE and San Diego RCx program, DGS and others (see next slide) • Cost to reprint • ~$8,000 for 2,000 copies

16. CCC Projects Distribution of Guidelines

17. Project Update Program Brochure for Owners • Printed brochure will feature: • Quick facts and case studies • RCx program info and contacts • Online component (proposed) • Lists programs with description and contact info • Maintained and updated over time

18. Project Update • Proposed new page for RCx Programs

19. Green Buildings Action TeamCommissioning Workgroup White Paper • Commissioning Goals and Desired Outcomes • Recognition of Importance and Value of Cx and RCx • Development of Methodology and Practice • Prevalence of Commissioning • Availability of Training for Practitioners • Availability of Qualified Individuals and Firms • For each • Accomplishments, Recommendations, Indicators of Success Roadmap to Achieving the Commissioning Goals of the Green Buildings Initiative

20. Recognition of ValueAccomplishments • Forum for training owners • Published Commissioning Guides • Conducted discussions with real estate and owners • Achieved interim results from market research project • Provided resources for owners on CCC website • Developed scope for market research • Developed scope for decision-maker training

21. Recognition of ValueRecommendations • Follow-on funding for market research • Decision-maker training • Case studies and demonstration projects • Outreach to owner groups and decision-makers • Quantify benefits

22. Development of Methodology and Practice Accomplishments • CCC Meetings, website, library, newsbriefs • Published “Support for Utility Cx/RCx Programs” • Developed Cx database structure • Developed scope for retrocommissioning toolkit • Achieved interim results from RCx toolkit • Title 24 – Revision to standards, forms and manual, training courses for code officials, providers, designers • Achieved interim results from Guidelines for Verification of Savings

23. Development of Methodology and Practice Recommendations • Follow-on funding for Guidelines for Verification of Savings • Follow-on funding for RCx toolkit • Pursue coherence and clarity in the area of commissioning certification • Develop targeted commissioning processes and tools to standardize investigation and implementation of specific measures

24. Availability of Training for PractitionersAccomplishments • FEMP Training • Researched and wrote “Training Strategy Report” • Developed scope for Evaluation of Training and Education Opportunities

25. Availability of Training for PractitionersRecommendations • Survey to assess how well needs are being met currently • Support for Community College curriculum development • Controls training and other specific technical training courses • Operator/facility manager training

26. Availability of Qualified Individuals and FirmsAccomplishments • Number of provider firms in California • Number of providers needed • Provider list on website

27. Availability of Qualified Individuals and Firms Recommendations • Publicize career opportunities • Mentorship (individuals and firms) • Apprenticeship • Scholarship

28. Outlook for Penetration of CommissioningAccomplishments • State of the Industry – What’s the big picture for commissioning in California • Case studies and demonstration projects • Retrocommissioning program matrix (number and scale of programs increasing)

29. Outlook for Penetration of Commissioning Recommendations • Updated market penetration study

30. Break • 11:15 – 11:30

31. Fireman’s Fund “Green” Commercial Insurance Coverage Steve Bushnell Fireman’s Fund Insurance Co.

32. Why is FFIC Interested in “Green”? • Differentiation vs. Commodity • Value Proposition • NOI – Asset Value – IAQ – Tenant Demands • Climate Change • Allianz/WWF Report • Risk Factors

33. FFIC’s “Green” Coverages • Three new, unique, commercial property endorsements – Launched in October • Certified Green Building Coverage • Green Real and Personal Property Upgrade Coverage • Building Commissioning Expense

34. Certified Green Building Coverage • Applies to commercial buildings certified by USGBC or GBI • Redefines coverage to address “green” features • Discounted pricing • Recognizes impact of Cx

35. Green Real and Personal Property Upgrade Coverage • Applies to “traditional” commercial buildings • Redefines replacement cost to allow upgrades following loss • Roof – Electrical System – Plumbing System – Interior Finish – Electronic Equipment – Furniture – CFCs • Rebuild as a Certified Building following a total loss • Including LEED AP and USGBC or GBI filing fees

36. Building Commissioning Coverage • Applies to “green” and “traditional” commercial buildings • Covers Cx by PE following loss of $10,000 or greater • Loss involves defined systems • Electrical – Plumbing – HVAC – Life Safety – Employee Safety

37. Building Commissioning Coverage • “Sublimit” selected by insured • $25,000 to $100,000 standard options • Additional Coverage – Test and Balance • Coverage applies when Cx coverage is triggered – even if HVAC was not damaged in loss • Will pay up to $25,000 additional coverage

38. Building Commissioning Coverage • Benefits for Insured • Improved efficiencies • Lower cost = higher NOI and Asset Value • Benefits for FFIC • Improved risk characteristics • Attract new clients

39. “Green” Service and Information • FFIC Loss Control expanding Risk Management focus to include “green” • FFIC introduces “green” iCustomer platform • Proprietary online site for customers • Information and links • Vendors

40. Next Steps • Speak at Greenbuild (and other venues) • Develop relationships with “green thought leaders” • Search for synergy and develop additional insights • Explore Personal Lines Coverages

41. Thank you Stephen Bushnell Product Director Commercial Business Fireman’s Fund Insurance Company Novato, CA sbushnel@ffic.com 415-899-4308

42. Lunch • 12:15 – 1:00

43. CCC Proposed Amendments to Acceptance Testing Requirements in Title 24 Mark Hydeman Taylor Engineering

44. Future Discussion Topic • Reinhard Seidl, Taylor Engineering

45. Commissioning Made Accessible • Reasons for talking about simplifying Cx • Compelling reasons to simplify • Practical aspects of changing Cx approach • Potential improvements

46. Reasons for Talking About Simplifying Cx • Different nomenclature used by different firms • Customers not really sure what is being offered • Cost savings are not clear • Attempts to standardize a level of quality end up with “fuzzy” requirements

47. Compelling Reasons to Simplify • Nationwide energy split about 30% / 30% / 30% for transportation, industry and commercial/domestic housing • A large portion of commercial real estate is existing building stock and is either inefficient by design or operates inefficiently • This large group of buildings offers a good prospect of reducing peak loads and overall energy use

48. Practical Aspects of Changing Cx Approach • In an ideal world, we would know • Actual cost of Cx before implementation • Actual savings of Cx before implementation for LCC • Challenges in the real world • Each building is different. Contractor pricing is subject to change, bidding process for Cx is not well developed • Estimation of savings may require fairly advanced energy modeling and needs to be reviewed for rebates • Measurement and verification of results can be very costly and requires expert review • With a specialized market and professionals, there is no performance standard to compare against for an owner, nor a way to compare pricing and results

49. Potential Improvements • Performance Approach vs Compliance Approach • Already used for other complex models such as T-24 compliance • Compliance approach is used by PG&E for variable speed drives • Possible Compliance Approach for Cx measures in general? • Target “low hanging fruit” measures – the best understood and most widely applicable • Standardize measures and savings • Describe methods (such as economizer approaches in T24) • Standardize testing / proof of compliance forms • Allows cost comparison of various bidders

50. Benefits • Process easier to implement • Easier for consumers to learn about what’s possible with well-defined measures and associated savings/rebates • Aim is to increase number of buildings that actually go through a Cx process and become more efficient • Even if savings per building are less than what would be accomplished by “custom” approach, overall savings statewide or nationwide would be larger thanks to larger volume