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1 | C O N F I D E N T I A L | Incorporating Energy Modeling into the Design Process A Primer for Architectural Project Managers Seventhwave G175 Incorporating energy modeling into the design process C2494 Duane Carter and Connor Jansen Live 5/27/15; then available on-demand

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| C O N F I D E N T I A L |

Incorporating Energy Modeling into the Design Process

A Primer for Architectural Project Managers

SeventhwaveG175

Incorporating energy modeling into the design processC2494

Duane Carter and Connor JansenLive 5/27/15; then available on-demand

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Credit(s) earned on completion of this course will be reported to AIA CES for AIA members. Certificates of Completion for both AIA members and non-AIA members are available upon request.

This course is registered with AIA CES for continuing professional education. As such, it does not include content that may be deemed or construed to be an approval or endorsement by the AIA of any material of construction or any method or manner ofhandling, using, distributing, or dealing in any material or product._______________________________________

Questions related to specific materials, methods, and services will be addressed at the conclusion of this presentation.

Through the use of real world examples and an enhanced understanding of the design process, this webinar will empower project managers and design team members to utilize energy modeling on their projects. From contract language to communications, we’ll address the key components you need to understand in order to successfully incorporate energy modeling into the design process.

CourseDescription

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LearningObjectives

• Discuss the critical steps to incorporating energy modeling into the design process.

• Develop contract language to address the need for scope analysis early on.

• Explain solutions to common pitfalls in the integration process.

• Gain insight into the key questions needed to make the most of energy modeling.

• Determine when and where specialized services may be required.

At the end of the this course, participants will be able to:

GBCI cannot guarantee that course sessions will be delivered to you as submitted to GBCI. However, any course found to be in violation of the standards of the program, or otherwise contrary to the mission of GBCI, shall be removed. Your course evaluations will help us uphold these standards..

Approval date:

Course ID: 0920003619

Incorporating energy modeling into the design process

Seventhwaveby

04/09/2015

Approved for:

1.5General CE hours

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Speakers

Duane CarterDirector of Sustainability and Building Performance, SCB, Chicago

Connor JansenSenior Project Manager and Building Performance Consultant, Seventhwave, Chicago

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www.aia.org/practicing/AIAB097932

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Problems With Compliance Approach

No one likes surprises

Ability to make changes is limited

Not a good value for consulting fees – benefits of modeling not leveraged in all phases of design

Makes it feel like energy efficiency is only the responsibility of engineers – or worse: modelers.

Could cost the client money in the long run

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Full Building Energy Modeling (BEM)

Starts earlier in the process near the building of design development when basic building form and envelope is fixed – almost always done by engineers

Still have somewhat limited ability to make changes

Still makes it seem like energy efficiency is responsibility of engineers or modeler

Starting too early can be expensive because tools are time intensive.

Best Practices

If they aren’t a part of the core team have the modeler(s) in all meetings and copy them on all correspondence related to envelope, mechanical and lighting

And: make sure the modelers know they should speak up – including offering unsolicited ideas.

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Best Practices

Create a modeling schedule and add to the contract and project schedule

Include scope for energy efficiency studies

Make it clear who is responsible for model inputs

Understand what the output will be or use a standard form

Design team needs to understand how to read reports and demand readable reports.

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Design Performance Modeling(DPM)

Done concurrent with the beginning of design

Tightly integrated with design team

Uses a simpler program and focuses on Tier 1 strategies (from Lechner) Building shape (surface to volume)

Envelope performance (insulation, infiltration)

Envelope configuration (windows/color/mass)

Orientation

Shading (self shading, adjacent buildings, sunshades)

Modeling Matters

“The process of creating a model is an act of discovery - we find out what pieces we need as we shape our material. This means we needn't fully specify a system to get started, we can simply craft new pieces as we go. We end up exploring the system as we create it and don't have to get a "complete" model to gain value. We can simply tinker. We can shave a little off or glue a some on to see what happens. And along the way, we bolster our intuition of how systems behave.”-Chris Granger

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What Is The Model Used For

Understanding realistic goals/targets for energy use

Understanding climate impacts

Understanding sources of loads

Understanding energy use profile

Understanding impacts of building shape and orientation

Understanding impacts of glazing/shading configuration

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Who Should Do DPM?

Obvious choice is Engineer, but: On speculative projects the engineer might not be

on board early enough.

Integrating with designers in early stages can be difficult

Standard of care can restrict certain kinds of analysis or communication

Even on a well integrated team – more time required for communication, etc.

Not all engineers have skills required for early analysis

Often not in scope and market hasn’t adjusted to fees

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The Case For The Architect

Many of the issues studied in early modeling are the primary responsibility of the architect

“Energy is a design topic, but they are few of us who have always believed this”

-Donald Watson, FAIA

The Case For The Architect

The process of modeling builds understanding

Understanding allow direct discussions with clients about trade-offs and performance.

Understanding and optimization can help architects during value engineering

Puts designer in better position to manage modeling process as it progresses

Informal internal team discussion are more efficient than having an external consultant

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Other Options

Hiring third party modeler, contract employee or dedicated employee (with expertise) that is integrated into team and starts early in the project

Having architects define questions and hiring third party or design engineer for specific tasks. “Ala carte”

Accounting For Cost

Do it in-house

If not feasible, define hours and scope of engineer or third party very tightly in early phases

Regardless, keep time low: remember this is the “napkin sketch” of energy modeling

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Simple Tools

Spreadsheets are models Usually simple to use

Very fast

Can actually be very accurate – especially for simples/small buildings

ComCheck is basically an easy to use spreadsheet

Simple Tools

Conceptual energy modeling tools Simplified and reduced inputs

Typically use plug-ins for modeling software that architects are familiar with; Sketchup, ArchiCAD or Revit

Some are geared mainly towards building configuration and envelope – less towards mechanical systems

Some examples- Open Studio

- Sefaira Architecture

- PHPP

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Best Practices

Ask questions and decide which tool is best

Keep 3D model simple

Don’t worry about perfect workflow – lots of simple models are fine.

Focus on comparative analysis – “X is slightly better than Z, X is almost twice as good as Y”

Absolute targets can also be studied, but remember this will require verification during BEM so be careful what you promise.

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Very Early Modeling

Used to respond to RFP

Used to set energy performance goals in programming

Used to determine envelope and MEP criteria for outline specification.

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Integrating

Don’t try to “surf the wave” on a project. Instead: Do some whitebox models of a typical project in the

climates where you work.

Go back and model a project that is complete.

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Modeling For a RFP

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Building Operation Modeling

This is almost always done by engineer or third party and architect may not be involved

Model is used a tool to verify building is performing as expected

If calibrated can be used to study live energy efficiency measures (LEED M&V)

Calibrated model can continue to be useful as building changes/ages

Data can be fed back into the design loop to inform future projects

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Break for Poll Results

Integrated Design

Source: Openclipart.org

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Source: AIA Architects Guide to Integrating Energy Modeling in the Design Process

Thi

nkin

g

Outside

Sparking Innovation

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Expand

the Box

with new

goals

Sparking Innovation

What Makes a Good Goal?

GOAL Reason

Poor Sustainable buildingLack of clarity with unbounded interpretation. Rating schemes help resolve this but do not force/ drive a certain metric

Better 30% savings over energy codeOften this is a comparison between simulated results. There is very little opportunity to verify actual savings

BestAn annual energy use intensity (EUI) of 45 kBtu/ft2/year

This is a measurable target; requires upfront research to establish a realistic benchmark

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Source: AIA Architects Guide to Integrating Energy Modeling in the Design Process

Where Did We Look?

EPA and CBECS analysis

UofC building benchmarking

Peer University building data

Energy model for this building

55 kBTU/gsfTarget

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Source: University of Chicago

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46 kBtu/ft2/yr

52 kBtu/ft2/yr

54 kBtu/ft2/yr

51kBtu/ft2/yr

Source: University of Chicago

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Building Performance vs Code Compliance

But a whole building simulation often requires lots of data so some times the stack of inputs and outputs can look like this…

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Improving wall insulation from R10 to R20 while including thermally exposed balconies, results in an equivalent wall R-value change from R3.4 to R3.5

Number of Firms Reporting for 2030 Commitment

Source: AIA 2030 Commitment 2013 Progress Report

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Resources

An Architects Guide For Incorporating Energy Modeling into the Design Process http://www.aia.org/practicing/AIAB097932

AIA University

https://aiau.aia.org/

AIA 2030 Commitment

http://network.aia.org/2030commitment/home

2030 Challenge

http://architecture2030.org/2030_challenges/2030-challenge/

http://2030palette.org/

Energy Star Target Finder and Portfolio Manager

http://www.energystar.gov/buildings/facility-owners-and-managers/existing-buildings/use-portfolio-manager

ASHRAE Advanced Energy Design Guides

https://www.ashrae.org/standards-research--technology/advanced-energy-design-guides

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ComEd Smart Ideas® Energy Efficiency Program

Standard and Custom Incentives

Business Instant Lighting Discounts (BILD)

New Construction

Business Energy Assessment

Commercial Building Optimization

Data Center

Commercial Real Estate

Industrial Systems Optimization

Small Business Energy Savings

Photo courtesy Related Midwest /Steve Hall ©Hedrich Blessing

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THANK YOU TO OUR SPONSOR

ComEd Smart Ideas® New Construction Service

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Contact

Duane CarterDirector of Sustainability and Building Performance, SCBscb.com, [email protected], 312-896-1118

Connor JansenSenior Project Manager, Seventhwaveseventhwave.org, [email protected], 608-210-7168

ComEd Smart Ideas® New Construction Servicewww.comed.com/[email protected]

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Q&A

This concludes The American Institute of Architects Continuing Education Systems Course

www.seventhwave.org/education/events