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K-12 School Motor and Drive Retrofit Project – Integrated Project Delivery
The existing HVAC systems shall be retro-commissioned to meet the original design intent, including the individual classroom occupancy schedule during the school day.
Project Delivery Method: Integrated project delivery (IPD)
Owner Team: School board, owner’s representative (consultant), school facility manager, and third-party commissioning agent
Project Delivery Team: IPD project manager, job superintendent, and mechanical-electrical coordinator
HVAC Project Team: HVAC contractor project manager, automatic temperature control (ATC) technician (subcontractor), operation and maintenance (O&M) technician (in-house staff), motor and drive manufacturer representative, and an electrical contractor electrician
2019 ASHRAE Handbook-Application: Chapter 8, Educational Facilities; Chapters 37-43, Building Operation and Management; and Chapter 57, Electrical Considerations
2020 ASHRAE Handbook-Systems & Equipment: Chapter 45, Motors, Motor Controls, and Variable-Frequency Drives
Project Type: Infrastructure electrical energy conservation motor replacements
References: Refer to the “codes and standards” located in the back of each ASHRAE Handbook for additional reference
Other References: ASHRAE Standard 211-2018 for Commercial Building Energy Audit; ASHRAE Standard 202, 2018, Commissioning Process for Buildings and Systems; U.S. Department of Energy, Energy Efficiency and Renewable Energy; and 2022 Federal Register, Energy Conservation Program: Test Procedures for Electric Motors
DESIGN INTENT DOCUMENT (DID)
The HVAC system selection and design intent is based on the process outlined in ASHRAE Handbook 2020, Chapter 1, HVAC System Analysis and Selection, and includes the following:
- Owner’s project requirement (OPR) and utility company energy conservation program goals
- System constraints and constructability constraints
- ASHRAE Standard 211-2018, Commercial Building Energy Audit should be used as a guide to complete an electrical energy audit in the K-12 school camps
- Follow the ASHRAE procedures to perform energy audit levels 1, 2, and 3
- Apply utility company electrical energy rebate incentives to determine the motors and/or drives that qualify for financial rebates
- Identify HVAC and plumbing systems where variable frequency drives (VFDs) are applicable for a utility company rebate
- Finalize a report at each of the three level audits
Program & Project Goals:
- Budget Goals: Life cycle cost
- Timeline Goals: Within the school fiscal year (starting July 2023)
- Management Goals: Replace antiquated motors and drives and add VFDs where applicable
- Available Utilities: Electricity and existing building automation system (BAS) system
Existing Conditions:
- Central air system, kitchen hood exhaust, and toilet exhaust
- Hot water heating system
- Classroom unit ventilators
- Plumbing hot water heating system
BASIS of DESIGN DOCUMENT (BoD)
- The electrical energy conservation criteria shall be in sync with the project delivery method and the OPR
- The combined IPD method shall be a joint venture to complete the electrical energy audit; determine energy conservation measures (ECMs) that meet the utility company’s program initiative; finalize the approved ECM scope of work; complete contract drawings and specifications; complete the furnishing, installing, and commissioning of each ECM; and monitor and measure each ECM performance for one year.
- Reuse existing utilities where required
- The new motors and drives shall be interfaced with the existing building automation system (BAS)
- The existing HVAC systems shall be retro-commissioned to meet the original design intent, including the individual classroom occupancy schedule during the school day
- Where possible, additional energy conservation measures shall be implemented by revising the BAS control point settings and 365-day, occupied/unoccupied schedule
- Existing plumbing, hot water recirculating, and energy conservation measures shall be implemented by revising the BAS control point settings and the 365-day, occupied/unoccupied schedule
- Contract drawings and specifications shall include system flow diagrams with the OPR, DID, and BOD along with ATC sequences of operation
Design Engineer’s Punchlist
Project Delivery Method:
- Design-Build (D-B)
- Integrated Project Delivery (IPD)
- Construction Management @ Risk (CM) with Guaranteed Maximum Price (GMP)
- Design-Bid-Build (D-B-B)
Owner Team:
- School Board
- Owner’s Representative (consultant)
- Project Manager of Capital Projects
- School Facility Manager
Project Delivery Team:
- D-B Project Manager
- IPD Project Manager
- CM Project Manager
- Job Superintendent
- Mechanical-Electrical Coordinator
- HVAC, Plumbing, Electrical, Structural, Fire Protection, and Security Consultants
HVAC Project Team:
- HVAC Contractor Project Manager
- Automatic Temperature Control (ATC) Technician (in-house staff)
- O&M Technician (in-house staff)
- Third-Party Commissioning Agent
- Motor and Drive Manufacturer Representative
2019 ASHRAE Handbook - Application
- Commercial and Public Buildings, Chapter 3
- Places of Assembly, Chapter 5
- Educational Facilities, Chapter 8
- Electrical Considerations, Chapter 57
2020 ASHRAE Handbook - Systems and Equipment
- Air-Handling and Distribution, Chapter 4
- In-Room Terminal Systems, Chapter 5
- Radiant Heating and Cooling, Chapter 6
- Motors, Motor Controls, and Variable-Frequency Drives, Chapter 45
Project Type:
- New Construction
- Addition
- Renovation
- Infrastructure Replacement
- Tenant Fit-Out
References:
- 2021 ASHRAE Handbook – Fundamentals
- 2022 ASHRAE Handbook – Refrigeration
- Refer to the Codes and Standards Located in the Back of Each ASHRAE Handbook for Additional Reference
Other References:
- ASHRAE GreenGuide: Design, Construction, and Operation of Sustainable Buildings
- ASHRAE Standard 211-2018, Commercial Building Energy Audit
- ASHRAE Standard 202-2018, Commissioning Process for Buildings and Systems
- U.S. Department of Energy, Energy Efficiency, and Renewable Energy
DESIGN INTENT DOCUMENT (DID)
The HVAC System Selection and Design Intent Is Based on the Process Outlined in ASHRAE Handbook 2020, Chapter 1, HVAC System Analysis and Selection, and Includes the Following:
- OPR and Utility Company Energy Conservation Program Goals
- Follow the ASHRAE Procedures to Perform Energy Audit Levels 1, 2, and 3
Program & Project Goals:
- Functional Goals: Refer to Chapter 1, 2020 Handbook
- Budget Goals: Life Cycle Cost
- Timeline Goals: Within School Fiscal Year (Starting July 2023)
Available Utilities:
- Electrical Power, Emergency Power, and Building Automation System (BAS)
Existing Conditions:
- Central Air Systems: Supply Air and/or Return Air CFM, General Exhaust, and Toilet Exhaust
- Hot Water Heating System
- Terminal Units: Variable Refrigerant Flow (VRF) Fan Coil Units
- Sheet Metal: Low-Velocity and Medium Galvanized Sheets with Volume and Fire Dampers
- Pumps: Existing End Suction Primary-Secondary Pumping with a Variable Frequency Drive (VFD)
BASIS of DESIGN DOCUMENT (BoD)
- The HVAC Design Criteria Shall Be in Sync with the Project Delivery Method and Owner’s Project Requirements Noted Above
- The Electrical Energy Conservation Criteria Shall Be in Sync with the Project Delivery Method and Owner’s Project Requirements (OPR)
- Reuse Existing Utilities Where Required
- The New Motors and Drives Shall Be Interfaced with the Existing BAS
- Existing Central Air System Shall Be Replaced, Including the Motor and VFD
- Existing Plumbing, Hot Water, and Recirculating System Energy Conservation Measures Shall Be Implemented by Revising the BAS Control Point Settings and the 365-Day Occupied/Unoccupied Schedule
- Existing VAV and Fan-Powered Air Terminals Shall Be Replaced with VFD Variable Air Volume (VAV) Primary Air, Fan-Powered Air Terminals
- Contract Drawings and Specifications Shall Include System Flow Diagrams with the OPR, DID, and BOD Along with ATC Sequences of Operation
- HVAC Design Engineer Shall Include an Electrical Data Sheet to Coordinate with the Facility Management Firm
- ANSWERS marked in blue -
Project Delivery Method:
- Design-Build (D-B)
- Integrated Project Delivery (IPD)
- Construction Management @ Risk (CM) with Guaranteed Maximum Price (GMP)
- Design-Bid-Build (D-B-B)
Owner Team:
- School Board
- Owner’s Representative (consultant)
- Project Manager of Capital Projects
- School Facility Manager
Project Delivery Team:
- D-B Project Manager
- IPD Project Manager
- CM Project Manager
- Job Superintendent
- Mechanical-Electrical Coordinator
- HVAC, Plumbing, Electrical, Structural, Fire Protection, and Security Consultants
HVAC Project Team:
- HVAC Contractor Project Manager
- Automatic Temperature Control (ATC) Technician (in-house staff)
- O&M Technician (in-house staff)
- Third-Party Commissioning Agent
- Motor and Drive Manufacturer Representative
2019 ASHRAE Handbook - Application
- Commercial and Public Buildings, Chapter 3
- Places of Assembly, Chapter 5
- Educational Facilities, Chapter 8
- Electrical Considerations, Chapter 57
2020 ASHRAE Handbook - Systems and Equipment
- Air-Handling and Distribution, Chapter 4
- In-Room Terminal Systems, Chapter 5
- Radiant Heating and Cooling, Chapter 6
- Motors, Motor Controls, and Variable-Frequency Drives, Chapter 45
Project Type:
- New Construction
- Addition
- Renovation
- Infrastructure Replacement
- Tenant Fit-Out
References:
- 2021 ASHRAE Handbook – Fundamentals
- 2022 ASHRAE Handbook – Refrigeration
- Refer to the Codes and Standards Located in the Back of Each ASHRAE Handbook for Additional Reference
Other References:
- ASHRAE GreenGuide: Design, Construction, and Operation of Sustainable Buildings
- ASHRAE Standard 211-2018, Commercial Building Energy Audit
- ASHRAE Standard 202-2018, Commissioning Process for Buildings and Systems
- U.S. Department of Energy, Energy Efficiency and Renewable Energy
DESIGN INTENT DOCUMENT (DID)
The HVAC System Selection and Design Intent Is Based on the Process Outlined in ASHRAE Handbook 2020, Chapter 1, HVAC System Analysis and Selection, and Includes the Following:
- OPR and Utility Company Energy Conservation Program Goals
- Follow the ASHRAE Procedures to Perform Energy Audit Levels 1, 2, and 3
Program & Project Goals:
- Functional Goals: Refer to Chapter 1, 2020 Handbook
- Budget Goals: Life Cycle Cost
- Timeline Goals: Within School Fiscal Year (Starting July 2023)
Available Utilities:
- Electrical Power, Emergency Power, and Building Automation System (BAS)
Existing Conditions:
- Central Air Systems: Supply Air and/or Return Air CFM, General Exhaust, and Toilet Exhaust
- Hot Water Heating System
- Terminal Units: Variable Refrigerant Flow (VRF) Fan Coil Units
- Sheet Metal: Low-Velocity and Medium Galvanized Sheets with Volume and Fire Dampers
- Pumps: Existing End Suction Primary-Secondary Pumping with a Variable Frequency Drive (VFD)
BASIS of DESIGN DOCUMENT (BoD)
- The HVAC Design Criteria Shall Be in Sync with the Project Delivery Method and Owner’s Project Requirements Noted Above.
- The Electrical Energy Conservation Criteria Shall Be in Sync with the Project Delivery Method and Owner’s Project Requirements (OPR)
- Reuse Existing Utilities Where Required
- The New Motors and Drives Shall Be Interfaced with the Existing BAS
- Existing Central Air System Shall Be Replaced, Including the Motor and VFD
- Existing Plumbing, Hot Water, and Recirculating System Energy Conservation Measures Shall Be Implemented by Revising the BAS Control Point Settings and the 365-Day Occupied-Unoccupied Schedule
- Existing VAV and Fan-Powered Air Terminals Shall Be Replaced with VFD Variable Air Volume (VAV) Primary Air, Fan-Powered Air Terminals
- Contract Drawings and Specifications Shall Include System Flow Diagrams with the OPR, DID, and BOD Along with ATC Sequences of Operation
- HVAC Design Engineer Shall Include an Electrical Data Sheet to Coordinate with the Facility Management Firm