Overview of ASHRAE’s Advanced Energy Design Guide Series: How Did We Get Here? (ASHRAE SP-102)

2. Overview of ASHRAE’s Advanced Energy Design Guide Series: How Did We Get Here?(ASHRAE SP-102) Don Colliver, Ph.D., P.E. Presidential Member / Fellow ASHRAE Univ of KY Chm, SP-102 Cognizant Committee

3. 1975 • ASHRAE accepts the challenge to develop information on energy efficient building design – ASHRAE 90-75

4. June 2002 – Honolulu ASHRAE Annual Meeting • Recognized that standards language and format limit the ability to provide education and guidance during critical design phase. • Challenge was given to ASHRAE to develop a suite of documents to achieve 30, 50 and 75% energy savings over Standard 90.1

5. June 2003 – Kansas City ASHRAE Annual Meeting • Small group met – ExCom, TechC, TCs, other organizations • Technology Council – • Established Special Project 102 • Charged with developing guidance on achieving 30% energy savings in buildings • Assigned responsibility to Cognizant Committee

6. Cognizant Committee  Steering Committee • Serve oversight and management function • Responsible for setting direction and final approval of work of SP • ASHRAE senior leadership • TC 2.8 – Building Environmental Impact and Sustainability • TC 7.6 – Systems Energy Utillization • SSPC 90.1 • IESNA • AIA • NBI • DOE

7. Aug 2003 – Cognizant Committee met in Washington, DC • Develop Partnership between organizations • Identify purpose and scope • Determine major participants in writing group • Small, agile, skilled, interdisciplinary group • Skill sets of individuals and representation needed on SP-102 writing committee • Established SP Committee to implement the development and writing of document - Members from all the organizations • Identify timeline of 1st project – goal of 1 year • Develop white paper charge to SP-102 which discussed purpose, scope (included and not included), philosophy and intent of document

8. AEDG Purpose / Objectives: • Achieve 30% energy savings over 90.1 • Target audience: • contractors, owners, design / build teams • designers, operators • Provide “how-to” design assistance to contractors and designers

9. Scope of Document: • Not going to be able to “eat the entire elephant in one bite” – Scope must be managable • Building type and size– office building < 20,000 ft2 - most prevalent building type • Base Criteria: • 90.1-1999 • Savings location specific not national aggregate • 30% was a hard target – plug loads not included • Focus on air-side distribution • Need an easy-to-use, simple, and small document • Not a code or code-intended document

10. Key Elements of Document and Development Process: • A WAY – NOT THE ONLY WAY to achieve target • Can’t be all things to all people and can’t cover all possibilities • Not a standard or a code intended document • Is intended to serve as initiator of additional ideas for designers • Energy is independent variable & cost-effectiveness (e.g. payback) is dependent variable • Quality assurance is integral part • User friendly – Remember the audience • Serves as a teaching tool • Systems integration is critical

11. Key Elements of Document and Development Process: (cont) • Provide both specific information and design concept intent information • Provide “how-to-do” information • Use products currently on the market & at least two manufacturers • Plug loads – not included in savings credit • Communication between CC and SP is critical • Questions of direction resolved quickly • CC Chair participated in SP meetings • SP Chair participated in CC meetings

12. Key Elements of Document and Development Process: (cont) • Document peer reviewed • Three levels of Review – dates established and published well in advance • 1 - Conceptual • 2 - Technical Overview • 3 - Final for errors • Review handled by each organization • AIA & IES – committee • ASHRAE – 90.1, TC 2.8, TC 7.6, anyone requesting • Review by SP group and also CC • Develop process for getting other documents produced

13. Volunteer effort • 11 person steering group • 13 person writing team (SP-102) • 5,000+ person-hours to develop

14. Where do we go from here? • Topic of Current Discussions of CC • 30% AEDG next building types • Retail/Mercantile Subcategories A, B, C, … • Highway lodging • Warehouses • Healthcare facilities • Educational facilities • Larger office buildings

15. Where do we go from here? (cont) • Goal to produce two a year – staggered every 6 months StartApprovePublish • Retail A – spring ’05 spring ’06 Jun ’06 • Lodging – fall ’05 fall ’06 Dec ’07 • Warehouse – spring ’06 spring ‘07 Jun ’07

16. Additional Document Savings Levels – 50% 75% • A much more difficult problem • Coordinated research is needed • Need strategic plan to develop a coordinated approach of research and development

17. Lessons Learned: • Commitment and enthusiasm are tremendous for this type project • 5000+ volunteer man-hours in development • Short-term, well-defined commitment is easier to obtain • Some expenses must be paid to get people needed • Less “re-plowing ground” with compressed timeframe • “Speed of business” can be achieved – if schedule is known and people can plan according • Interdisciplinary team is critical – there is tremendous power in combining efforts

18. Lessons Learned: (cont) • Organizations operate differently – • Different professions need different types/styles of documents • Multistage reviews are very beneficial • Concept, technical, errors • Users focus group – need to write pub for users – not authors • Input from the users early is important

19. Lessons Learned: (cont) • There is tremendous enthusiasm and interest in these type of documents • This will be beneficial to all the organizations’ images • We can achieve 30% energy savings with current technologies and “normal”appearance

20. Conclusions • ASHRAE has heard and is responding to the requests of members to do more to giving guidance on how to design, build, and operate energy efficient buildings • The framework has been established for producing additional documents.