*Example* HVAC System

Optimization
Comprehensive Study

Customer Name
Name of City, Nebraska
Date

Presented By

Name of Firm
Name of Person Responsible for Study
__________________/______
Signature (P.E.) Date
 Table of Contents
Executive Summary............................................................................................3
Introduction.........................................................................................................4
Disclaimer...........................................................................................................4
Building Data......................................................................................................4
Current Energy Data and Charts.........................................................................5
Current Energy Usage Allocations......................................................................8
ENERGY STARTM Energy Performance Rating.................................................8
Assessment and Findings....................................................................................9
Energy Conservation Measures...........................................................................9
Measurement and Verification Plan...................................................................11
Documentation..................................................................................................12
Training.............................................................................................................12
Case Study.........................................................................................................12
Conclusion.........................................................................................................12
Attachments:
ENERGY STAR Statement of Energy Performance

ENERGY STAR Data Checklist for Commercial Buildings

2
Executive Summary
A HVAC System Optimization Study was completed by name of firm for name of customer.
This study recommends improvements to the heating, ventilating, and air-conditioning (HVAC)
systems that will reduce the energy usage of the facility.

The recommended improvements include:

ECM No. 1: Upgrade the air distribution system in the original building to variable air volume
(VAV). This will be accomplished by the installation of variable frequency drives on air
handling unit number 1 supply and return fans. Additionally, dampers with electric actuators will
be installed in the existing constant volume terminal boxes, with dampers connected to the
existing direct digital control (DDC) system.

ECM No. 2: Reduce AHU-1 duct static pressure.

A summary of the estimated ECM energy savings, costs, and paybacks is shown below:

Annual Monthly Annual

Estimated
Electrical Electrical Natural Estimate Simple
ECM Cost To
Energy Demand Gas d Savings Payback2
Description Implement1
Savings Savings Savings ($) (Years)
($)
(kWh) (kW) (Therms)
1 Upgrade
to VAV
2 AHU-1
Static
Pressure
1
Actual cost to be determined by service provider.
2
Incentives may be available through your local electric utility that could lower this payback
time.
Introduction
HVAC System Optimization is a systematic process for investigating heating, cooling, and
ventilating (HVAC) systems in existing buildings, and implementing recommendations which
will improve their performance. The first step in the process is to complete a study of these
systems. This study will serve as the basis for potential incentive payments through name of
customers electric utility.

The goals of the HVAC System Optimization program are to:

Save the customer money through lower utility bills by reducing electric demand,
electricity consumption, and fossil fuel (e.g., natural gas) consumption
Improve comfort of the building occupants
Educate and train building maintenance staff
Ensure proper documentation of changes made

The HVAC System Optimization process is estimated to require insert number hours of name
of customers maintenance staff time, which is needed for gathering of data, assisting with
measurements, education and training, and review of documentation.

Disclaimer
The information provided in this study is based on conditions observed at the time of the
study, standard energy efficiency calculation methods, and current equipment cost estimates.
Actual savings will depend on many factors, including but not limited to: energy
conservation measures implemented, variations in climatic conditions, changes in fuel
prices, and energy use practices of the building occupants. Actual equipment costs will
depend on bid prices from a service provider(s). While this document has been prepared
with technical accuracy, no guarantee of cost savings, reduction in total energy
consumption, or equipment cost is made by the service provider or the electric utility.

Building Data
Name of customer consists of the following buildings:

Original building (built in 1970) 20,000 square feet

First addition (built in 2000) 10,000 square feet
Total Area 30,000 square feet

Attached is a floor plan of the building (optional).

Administration and Operations:

Use of building: describe use (e.g., school, office space, etc.)
Normal hours of operation: (e.g., 8:00 a.m. to 5:00 p.m.), (e.g., Monday through Friday).
Number of full time occupants: number
Percent of building that is unheated: number
Percent of building that is not air-conditioned: number

Description of Heating, Ventilating, and Air-Conditioning (HVAC) Systems:

Describe HVAC systems (e.g., The original building is cooled by an air-cooled chiller, and
heated by a natural gas boiler. A single duct constant volume air handling unit provides air to
constant volume terminal boxes with hot water reheat coils. The system is controlled by a
pneumatic control system.

The second addition is served by a water source heat pump system, with heat added by the
original buildings natural gas boiler, and heat rejected to a cooling tower. Outside air is
supplied to the addition via an energy recovery unit. The system is controlled by a DDC
system.)

Current Energy Data and Charts

The facility has one electric meter. Uses of electricity include cooling, heating, lighting, plug
loads, and other general electrical needs. The facility also has one natural gas meter. Natural
gas is used for building heating and water heating.

The charts following the table show the electricity consumption and demand, and natural gas
usage, in graphical format. Two or more years of energy data is preferred.
 Name of Customer
Gas
Consumption Gas Cost Per
Month (therms) Billing Therm
Jan-08 2,522 $3,288.00 $1.30
Feb-08 2,015 $2,645.00 $1.31
Mar-08 1,355 $1,746.00 $1.29
Apr-08 553 $715.00 $1.29
May-08 251 $325.00 $1.29
Jun-08 195 $257.00 $1.32
Jul-08 184 $243.00 $1.32
Aug-08 179 $234.00 $1.31
Sep-08 192 $254.00 $1.32
Oct-08 289 $371.00 $1.28
Nov-08 757 $995.00 $1.31
Dec-08 2,350 $3,111.00 $1.32
10,842 $14,184.00 $1.31

Energy Usage Indices:

Maximum
Electricity Natural Gas Total Energy Total Energy
Electricity
Consumption Consumption Consumption Cost
Demand
(kWh/sqft) (therms/sqft) (Btus/sqft) ($/sqft)
(Watts/sqft)
14.3 5.0 .36 84,811 $1.23
Current Energy Usage Allocations
Electrical Energy Consumption (kWh) Allocation:

Natural Gas Consumption (therms) Allocation:

ENERGY STARTM Energy Performance Rating

Energy consumption and other required information has been entered into the U.S.
Environmental Protection Agency/Department of Energys ENERGY STAR benchmarking
program. This building has received an Energy Performance Rating of number. Buildings that
receive a rating of 75 or higher are considered ENERGY STAR TM. A Statement of Energy
Performance and Data Checklist are attached to this study.
Assessment and Findings
A detailed site assessment was conducted, including measurements of air and water systems,
functional tests to verify equipment operation, and collection of design and operating data.
Instances of poor occupant comfort were also noted. One line schematics of the HVAC
systems are included as appropriate to describe the systems.

Original Building:
AHU-1: Design information (e.g., supply fan 20,000 cfm, 4 s.p.; return fan 15,000 cfm, 2.5
s.p.)
Measurements: cfm, s.p., temperatures, volts, amps

Chiller: Design information

Measurements:

Boiler: Design information

Measurements:

Heating water pumps: Design information

Measurements:

(e.g., Heating water pumps operate continuously during the heating season. Pumps are
enabled when outdoor air temperature is 60F or less.)

Addition:
Cooling tower: Design information
Measurements:

Energy Recovery Ventilator: Design information

Measurements:

(e.g., A review of the DDC system indicates occupied schedule is from 5:00 a.m. to 10:00 p.m.
Night setback temperatures are not being utilized.)

Energy Conservation Measures

 Calculations based on engineering principles and reliable field data are the foundation for the
savings reported by the HVAC System Optimization Program. Therefore, the engineering
calculations must be based on reliable data, sound principles, and good judgment in the use of
assumptions. The effects of interactions among Energy Conservation Measures are to be
included where applicable.

ECM No. 1: Install variable frequency drives on air handling unit number 1 supply and return
fans. Convert constant volume terminal boxes served by air handling unit 1 to variable air
volume.

Calculations of Current Energy Consumption: (Attach separate sheets as needed)

Calculations of Energy Consumption following implementation of ECM: (Attach separate

sheets as needed)

ECM No. 2: Reduce AHU-1 duct static pressure.

Calculations of Current Energy Consumption: (Attach separate sheets as needed)

Calculations of Energy Consumption following implementation of ECM: (Attach separate

sheets as needed)

Summary:

Electrical Savings: Summer is June through September.

Summer Summer Winter Winter Summer Summer Winter Winter Total Total
ECM Energy Energy Energy Energy Demand Demand Demand Demand Electric Energy
No. Savings Savings Savings Savings Savings Savings Savings Savings Savings Savings
(kWh) ($) (kWh) ($) (kW) ($) (kW) ($) ($) (kWh)

1
2
3
Totals
ECM Annual Natural Gas Natural Gas Savings
No. Savings (Therms) ($)

1
2
3
Totals

Total Electric and Estimated Cost To

ECM Simple Payback
Natural Gas Savings Implement
No. (Years)
($) ($) Natural
Gas
1 Savings:
2
3
Totals

Payback:

Measurement and Verification Plan

Measurement and verification shall be completed in using the International Performance
Measurement and Verification Protocol, April 2007, as a guide. Typically, Measurement and
Verification (M&V) Option B or C will be used. M&V Option B is intended for retrofits with
performance factors (e.g., end-use capacity, demand) and operational factors (e.g., operating
hours) that can be measured at the component or system level and where long-term
performance needs to be verified. It uses periodic or continuous metering of all energy
quantities, or all parameters needed to calculate energy, during the performance period. M&V
Option C involves whole-facility or sub-meter data analysis procedures to verify the
performance of retrofit projects in which whole-facility baseline and performance period data
are available. Option C usually involves collecting historical whole-facility baseline energy use
and related data and continuously measuring whole-facility energy use after ECM installation.
It is typically used when energy savings are expected to be significant (i.e., 10% or more of
consumption measured by the utility meter). M&V Option D, calibrated simulation, may need
to be used if a facility is not separately metered.

Cost Savings = Cb Cr

Where:

Cb = Cost of the baseline energy plus any adjustments

Cr = Cost of the reporting period energy plus any adjustments

Costs are determined by applying the same price schedule in computing both Cb and Cr.

The full price structure should be applied in the determination of cost savings, especially when
using Options C and D. The energy rates to be used in valuing saved energy shall be based on
current energy rates, unless spelled out otherwise.

The measurement and verification plan is described in detail as follows:

Documentation
The following is a description of the documentation to be provided:
changes made to building systems
equipment shop drawings/O&M manuals
new control sequences and operating procedures

Training
The following training will be provided:
variable air volume system Date: _________
heating water pumps w/ VFDs Date: _________
DDC system Date: _________
Case Study
A case study will be provided after one year of operation following implementation of the
ECMs. The case study will compare baseline energy consumption to post HVAC system
optimization energy consumption. The energy comparison will account for weather differences
and other factors as described in the measurement and verification plan.

Conclusion
This study describes energy conservation measures that, upon implementation, will provide
energy savings for your facility. Your local utility will determine the incentives that are
applicable based on the information contained in this study.