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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
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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