School Audit Format - Oregongov Home Page

By Dennis Parker,2014-12-28 11:51
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School Audit Format - Oregongov Home Page

    SB 1149 School Audit Format

    Oregon Office of Energy

    Enclosed is the energy study report format for SB 1149 School audits. The study instructions (Appendices A, B, C, D, and E) should be examined thoroughly before undertaking analysis efforts. This format will:

     Clearly define energy study requirements so energy saving opportunities can be appropriately


     Clarify what is expected in a technical analysis and how the findings need to be reported. As

    expectations are clearly defined, analysts can be more effective at producing studies of high

    quality that result in minimal clarification time or rework.

     Ensure reasonable calculation methods are used to predict achievable energy savings. The

    study addresses treatment of modeling interaction among Energy Efficiency Measures (EEMs),

    analysis for lighting EEMs, and cost estimating.

     Increase energy project cost effectiveness by minimizing study and program costs. A building

    with simple, straightforward efficiency measures will have fewer reporting requirements. Use

    of a consistent report format for all audits will expedite review by the Oregon Office of Energy.

Identify areas to increase staff efficiency.

     Allow flexibility, since each individual facility and its energy savings potential are different.

    Conducting Level I, Level II, or Level III audits will be determined by the Energy Use Index (EUI) calculation of the facility. All audits will use the following format, yet the level of detail will vary accordingly.

    Auditors will be required to input data summary reports into a statewide Internet accessible database to be established by the Oregon Office of Energy. The database format will follow a similar structure to the 1149 School Audit Forms.

    Note: The applicant and the energy analyst are responsible for completeness and clarity. Alternate formats that address all of sections of this report may be accepted if all required information is presented in a complete and concise manner with all supporting data and documentation.


l. Building and Owner Information

    Building Name:

    Complex Name (if applicable) and/or School District:


    City: County: Zip: Building Construction Completion Date (mo/day/yr.) / /

2. Institutional Contacts

    Administrator: Title: Telephone: Building Operator: Telephone: Others: Telephone:

3. Report Preparer(s)




    City: State: Zip: Telephone:

4. Utility/Energy Provider(s)

    Electric Utility:

    Other Energy Suppliers:


     As an independent, consulting energy analyst, I am not directly responsible for

    the day-to-day operation of the building or operation being studied. I have no

    conflict of interest relating to this study and any energy conservation measures

    considered in this study.

     I have calculated the total energy cost savings, by fuel type, expected to result

    from the acquisition and installation of each recommended energy efficiency

    measure. The energy prices used in this report are the current prices the

    institution is expected to pay based on the most recent billing history of the


     As a professional energy analyst, I hereby certify that I have discussed any

    operation and maintenance procedures needing to be addressed and implemented

    with the building operator and facility manager.

     I hereby certify that this study has been prepared by me or under my direct

    supervision and all information contained herein is correct to the best of my

    knowledge. I am listed as a qualified energy auditor for schools with the Oregon

    Office of Energy and am qualified to perform energy studies on commercial



     Energy Analyst's Printed Name


     Energy Analyst's Signature



    1. General Information

    a. Nature and Scope of Report.

b. Facility Description Overview (Refer to Section E)

    Gross Square Footage: 2. Building Energy Summary

     Annual Btu Annual Cost

     MMBtu Sq.Ft./Yr. Energy Cost Sq.Ft./Yr. Annual Energy Consumption Estimated EEM Savings Estimated Consumption

     After EEMs

    3. Energy Efficiency Measure (EEM) Summary (In increasing payback period.)

     Estimated EEM Measure Total ($) Fuel Payback Measure Energy EEM Description Cost ($) Savings Type Years Life # Savings

    Total Recommended EEMs

4. Operation and Maintenance Summary (O&M)

     Estimated Simple O&M Measure Total ($) Energy Payback O&M Description Savings # Cost Savings

    Total Recommended O&Ms


     1. Typical Daily Occupancy

    Indicate Building/Area Hours/Day Days/Week Weeks/Year Annual % of Bldg Used

     2. Number of persons in building

    Actual: Design: during normal occupancy

    Yes ; No ; 3. Is building ever partially occupied?

    Indicate Use Hours/Day Days/Week Weeks/Year Annual % of Bldg. Used


    1. General

    2. Envelope

    3. Attach Floor Plan/Schematic


     Level 1, detailed for Level III)

    1. Describe systems, operating practices, equipment and conditions a. Boiler/Chiller Plant

    b. HVAC Fans and Associated Controls

    c. Lighting (interior and exterior)

    d. Domestic Hot Water

    e. Others


     See Appendix B for instructions. Prepare one sheet (chart) for each EEM identified on an individual school basis.

     1. EEM Number

    2. EEM Description

    a. Existing Conditions

b. Recommended Changes

3. Discuss EEM Calculation Methods (Brief)

4. Cost/Benefit

    a. Electric and non-electric fuel unit savings

     Fuel Type Unit (therms, gallons, tons) Unit Savings/year

Total b. MMBtu savings/year c. Dollar savings/year: $ (cost $/unit)

    d. Cost: (include detailed cost estimates as an appendix)

     Equipment: $

     Materials: $

     Labor: $

     Total $

    e. Simple Payback: years

     years 5. EEM Useful Life

    6. Other EEM Considerations

    a. EEM impact on maintenance $ /year

    b. EEM salvage/disposal value $ /year


     See Appendix D for instructions. Prepare one sheet (chart) for each O&M identified on an individual school basis.

     1. O&M Number

    2. O&M Description

    a. Existing Conditions

b. Recommended Changes

3. Discuss O&M Calculation Methods (Brief)

4. Cost/Benefit

    a. Electric and non-electric fuel unit savings

     Fuel Type Unit (therms, gallons, tons) Unit Savings/year

Total b. MMBtu savings/year c. Dollar savings/year: $ (cost $/unit)

    d. Cost: (include detailed cost estimates as an appendix)

     Equipment: $

     Materials: $

     Labor: $

     Total $

    e. Simple Payback: years

     years 5. O&M Useful Life

    6. Other O&M Considerations

    a. O&M impact on maintenance $ /year

    b. O&M salvage/disposal value $ /year


    Energy Use Analysis Methods

    To assure that Energy Efficiency Measures (EEMs) are cost-effective, it is important to accurately predict energy savings. However, improved accuracy often requires prediction methods that are more complex and costly. Whole building analysis methods typically used for complex

    buildings with EEMs that interact with each other or with the building systems can be very


Analysts should use the simplest approach for predicting energy savings that still provide

    answers that are “accurate enough.” In judging this quality, the analyst should balance the

    potential value of the energy savings against the cost of the analysis.

    There are ways to avoid doing whole building analysis. Usually it’s possible to use relatively simple methods for predicting energy savings. One method would be to identify individual EEMs that are cost-effective under most circumstances, and use its estimated typical energy savings to modify the values for the facility under analysis.

    A building complexity screening process is recommended to minimize the use of whole building analysis (hourly computer simulation models or bin-type modeling) in favor of single measure,

    end-use analysis unless the building or measure(s) warrants the higher level effort. It is important to insure sufficient accuracy without excessive and costly level of detail, effort, and modeling complexity.

    Regardless of the analysis method selected, all cost effective measures should be considered during the analysis.

    Energy Load Calculations

NOTE: For complexes, provide all information required in this section for the complex and

    for each occupied building being analyzed.

    Using recognized engineering techniques, determine the building loads for the energy systems involved. For each energy system, include a brief description of the system design and present condition. Note all assumptions made and sources of data used. Include copies of back-up calculations.

1. Heating and Cooling Loads

    Use an energy use model for all building spaces that are either heated or cooled. An

    energy use model is not required when there are no EEMs are recommended for

    installation within such spaces or affecting such spaces. At a minimum:

    a. Use recognized engineering methods for calculation of building loads. Allocation

    of master metered consumption data to individual buildings by a square footage

    method is NOT acceptable.

    b. Provide an explanation of the methodology used and a listing of all input variables,

    output data and assumptions for all energy use model values determined by

    computer simulations.

    c. Compare energy use model results for the base case (existing conditions) with

    metered data. Explain any difference between simulated and metered totals that

    exceed plus or minus 10 percent.

    d. Provide a zone map for any building(s) analyzed by a Zoning methodology. Show

    zone boundaries and locations with respect to the building(s) outline along with

    the calculations.

    2. Other Loads:

Use simulation methods or submetered data for:

a. Distribution loads, i.e., fans, pumps, etc.

     b. Ancillary equipment, that is, refrigeration, elevators, kitchen equipment, office

    equipment, and laundry. These loads refer to the actual consumption of electricity

    or other fuel of the equipment itself, not the thermal loads imposed on HVAC

    systems by the equipment operations.


    Energy Efficiency Measures (EEM) Procedures

    A. Individual Energy Efficiency Measures

Provide information requested on an individual school basis. Make sure each school to

    which each EEM applies is identified. The energy saved by each EEM must be presented on an individual school basis.

     a. EEM Number: Number each EEM. EEM number assigned should be consistent

    throughout the report.

     b. Individual EEM Description: Provide a complete "before and after condition"

    description of EEM proposed. Include sketches for clarity where applicable.

    Enlarge length of narrative as required. Provide a description that is adequate to

    ensure school staff understands proposed EEM.

c. Energy Calculation Methods: Provide detailed information for each energy

    conservation measure:

    1) List the assumptions being made for each EEM.

    2) Saving calculations, at a minimum, should be done using bin or modified

    bin methods for level II audits. Detailed hourly computer simulations to be

    used for Level III audits. Use of other recognized engineering methods for

    calculation of building loads and savings is acceptable for Level I audits. A

    more complex modeling method can be used for audit Levels I and II if

    needed and if with audit budget.

    3) Provide combustion efficiency test results for the existing equipment when

    recommending replacement of an existing boiler or burner.

     4) Special EEM Analysis Requirements:

    a) Lighting

     Survey the building to determine existing connected interior and

    exterior lighting power and energy usage.

    Provide a detailed schedule showing specific locations by area,

    space, room number, name or other individual space identification

    with the actual number and type of existing and proposed number

    and type of new lamps, ballasts and fixtures involved and the levels.

     Calculate the reductions in lighting energy, and increases in other

    forms of energy use, such as heating, associated with installing the


     Include documentation and results of the above survey and


    For lighting EEMs which modify existing lighting systems through

    reconfiguration of fixtures or delamping or the combination of both;

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