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EnergySmart Operations and Maintenance The Six Degrees of Connection to Core School Functions U.S. Department of Energy CEFPI Annual World Conference and Expo September 27, 2009 Program Name or Ancillary Text eere.energy.gov The Council of Educational Facility Planners International (CEFPI) is a Registered Provider with The American Institute of Architects Continuing Education Systems. Credit earned on completion of this program will be reported to CES Records for AIA members. Certificates of Completion for non-AIA members are available on request. This program is registered with the 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 of handling, 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. 2 The Six Degrees of Connection to Core School Functions eere.energy.gov Copyright Materials This presentation is protected by U.S. and International Copyright laws. Reproduction, distribution, display, and use of the presentation without written permission of the speaker is prohibited. © U.S. Department of Energy 2009 3 The Six Degrees of Connection to Core School Functions eere.energy.gov Learning Objectives • Participants will be able to identify six ways that EnergySmart operation and maintenance relates to core school functions – 1. facilities planning; 2. finance and budgeting; 3. integrated building design; 4. technology; 5. occupant behavior; 6. the quality of the learning environment • Participants will be able to recognize the key players needed to implement a successful O&M plan to improve energy efficiency • By applying lessons learned to a real-life scenario, participants will be able to demonstrate their understanding of developing O&M plans that are focused on reducing energy consumption • Participants will discover EnergySmart Schools tools and resources that are available to support the operations and maintenance of healthy, high-performance schools 4 The Six Degrees of Connection to Core School Functions eere.energy.gov Topics for Today Introduction to EnergySmart Schools Operations and Maintenance Challenges and Solutions The Six O&M Degrees of Connection to Core School Functions Interactive Activity: O&M Commercials 5 The Six Degrees of Connection to Core School Functions eere.energy.gov Convergence of Challenges K–12 Realities • Rising fuel costs • Aging facilities • Higher operating costs • High construction costs • Centers of community EnergySmart Schools Resources, tools, and strategies Energy Realities • Rising costs • $13B annually1 • Growing demand • Carbon emissions • Energy security Goal: Promote 30% improved efficiency in existing buildings and 50% in new construction and major renovations over current standards 1 Source: American School and University 37th Annual Maintenance & Operations Cost Study, 2008; http://asumag.com/Maintenance/37th_annual_maintenance_schools/index.html National Center for Education Statistics (NCES), 2007; http://nces.ed.gov/fastfacts/display.asp?id=65 The Six Degrees of Connection to Core School Functions 6 eere.energy.gov EnergySmart Schools Solutions • EnergySmart Schools provides tools and training for school planning, financing, designing & building, operating & maintaining, and energy education www.energysmartschools.gov 7 The Six Degrees of Connection to Core School Functions eere.energy.gov Topics for Today Introduction to EnergySmart Schools Operations and Maintenance Challenges and Solutions The Six O&M Degrees of Connection to Core School Functions Interactive Activity: O&M Commercials 8 The Six Degrees of Connection to Core School Functions eere.energy.gov A Snapshot of K–12 School Facilities Challenges • School facilities are aging – The average age of schools is 40 years old • Budgets are shrinking – Opportunities for upgrading facilities through new construction are limited • School resources and experience vary The cumulative value of deferred maintenance nationwide for all K–12 public schools is several hundred billion dollars. —The National Center for Education Statistics, The Digest of Education Statistics 2007 – Schools are at different stages of energy management through O&M • The experience and resource gap is widening – The country’s least efficient schools use four times the energy per square foot than the most efficient schools Sources: How Old are America’s Public Schools?, National Center for Education Statistics, 1999; School Operations and Maintenance: Best Practices for Controlling Energy Costs, Department of Energy, 2004 The Six Degrees of Connection to Core School Functions 9 eere.energy.gov O&M is a Low-Cost/No-Cost Solution • Energy is a controllable cost – O&M and preventative maintenance extend equipment lifetime and help avoid costly breakdowns – Retrofits can be used to upgrade inefficient systems and create energy savings – Most O&M strategies and retrofits are no-cost/low-cost solutions High-Performance Schools are school facilities that improve the student learning environment and achieve the maximum level of energy performance possible—saving energy, resources, and money. • Implementing these “quick wins” is the first step to becoming a High-Performance School 10 The Six Degrees of Connection to Core School Functions eere.energy.gov Guide to Operating and Maintaining EnergySmart Schools • The Guide’s purpose is: – to improve O&M in schools nationwide and to disseminate best practices – to reduce energy use in existing school buildings • Targeted toward all audiences and experience levels – Information is presented in a structure that can be referred to according to specific needs • EnergySmart Schools O&M Action Plans – A key take-away for facilities managers – Customizable checklists 11 The Six Degrees of Connection to Core School Functions eere.energy.gov O&M Guide Audience and Structure Executive Summary • Targeted at school district officials and school administrators • Provides a summary of the Guide and emphasizes the many benefits of energy efficiency 1. Identifying Energy Savings and Getting Started • Targeted at facility managers with limited experience and available resources • Introduces enhanced O&M practices and describes essential first steps for getting started 2. Developing and Implementing an Energy Management Plan • Targeted at facility managers with advanced experience and available resources • Details the steps necessary for integrating energy-focused O&M into renovations, curriculum, and business planning 3. Technical Considerations • Compiles best practices and case studies for each building system EnergySmart Schools O&M Plans • Customizable take-away checklists for all users to begin planning and implementing energy-focused O&M 12 The Six Degrees of Connection to Core School Functions eere.energy.gov Getting Started—Top 10 O&M Tips 2 O&M measures, description, and value were adopted from the USGBC Webinar Series, Energy Efficiency Strategies for Schools, Top Ten No-cost and Low-cost Ways to Lower Your School’s Utility Bills. 3 “Estimated Magnitude of Significance” is the O&M measure’s potential effect on decreasing a school’s overall energy bill. The guide avoids quantifying this effect as it will depend on factors such as climate, school age, and electricity and gas rates. The Six Degrees of Connection to Core School Functions 13 eere.energy.gov Topics for Today Introduction to EnergySmart Schools Operations and Maintenance Challenges and Solutions The Six O&M Degrees of Connection to Core School Functions Interactive Activity: O&M Commercials 14 The Six Degrees of Connection to Core School Functions eere.energy.gov EnergySmart O&M Connects to Core School Functions in 6 ways Facilities Planning 1. 2. 3. 4. 5. 6. Learning Facilities Planning Environment Finance and Budgeting O&M Integrated Building Design Occupant Behavior Technology Technology Occupant Behavior Quality of the Learning Environment Finance Budgeting Integrated Building Design 15 The Six Degrees of Connection to Core School Functions eere.energy.gov 1. Facilities Planning • Master facilities planning is the district-wide first step when considering retrofits, renovations, and new construction • EnergySmart O&M Connection: O&M should be specifically addressed in district-wide planning to optimize the life-cycle effects of energy-efficient designs The benefits: • Maximizing the life of equipment and fully realizing the expected savings from retrofits • Minimizing costly equipment failures • Ensuring that energy-efficient design features are used correctly during operation 16 The Six Degrees of Connection to Core School Functions eere.energy.gov 2. Finance and Budgeting EnergySmart O&M Connection: Schools should track O&M as a separate line item in their budgets – Systematically tracking the costs and results of O&M is key to preventative maintenance The benefits: • More effectively presenting to decision-makers • Increasing the success of obtaining outside funding with more accurate O&M records 17 The Six Degrees of Connection to Core School Functions eere.energy.gov 3. Integrated Building Design • Individual building systems interact with and affect each other – For example, lighting affects heating and cooling loads • EnergySmart O&M Connection: These interdependencies should be addressed when designing retrofits and in routine O&M The benefits: • Avoiding unforeseen costs from inefficient building systems • Setting appropriate performance targets • Installing systems that are the correct size 18 The Six Degrees of Connection to Core School Functions eere.energy.gov 4. Technology • EnergySmart O&M Connection: O&M is necessary for technology and retrofits to work as they are intended – Sensors – Timers – Thermostats • Technology to enhance O&M practices – Building Automation System (BAS) – Energy Management System (EMS) The benefits: • Achieving the greatest savings from energy-saving technologies • Developing internal expertise in analyzing data for energy management and diagnostics 19 The Six Degrees of Connection to Core School Functions eere.energy.gov 5. Occupant Behavior • Teachers and students play an integral role in decreasing energy consumption • EnergySmart O&M Connection: O&M should include a communications strategy to help catalyze energy-conscious behavior The benefits: • Creating “no-cost” energy savings • Gaining teacher and student support through communication • Creating learning opportunities by supplementing lesson plans 20 The Six Degrees of Connection to Core School Functions eere.energy.gov 6. Quality of the Learning Environment EnergySmart O&M Connection: Properly maintaining building systems and improving their energy efficiency positively impacts the quality of the learning environment The benefits: • Studies have linked learning environment improvements with better test scores and decreased absenteeism. Improving building energy efficiency often indirectly improves air quality and other learning environment factors. 21 The Six Degrees of Connection to Core School Functions eere.energy.gov Topics for Today Introduction to EnergySmart Schools Operations and Maintenance Challenges and Solutions The Six O&M Degrees of Connection to Core School Functions Interactive Activity: O&M Commercials 22 The Six Degrees of Connection to Core School Functions eere.energy.gov Interactive Activity: O&M Commercials Purpose Core School Function Scenario To develop a commercial or skit that illustrates the Core School Function Scenario and how O&M is a possible solution Background and a scenario that describes a facilities problem Interactive Activity A 60-second commercial/skit connecting the problem to an O&M solution Audience Business officials, administrators, board members, parents, teachers, and students Table-Top Materials • Core School Function Scenario • Activity Worksheet • Guide to Operating and Maintaining EnergySmart Schools & Action Plans • EnergySmart Schools Tips: Retrofitting, Operating, and Maintaining Existing Buildings 23 The Six Degrees of Connection to Core School Functions eere.energy.gov Introduction to Thomas Jefferson High School for Science and Technology (TJ) • TJ is a public magnet high school in Fairfax County, Virginia – TJ offers college preparatory material in sciences, mathematics, technology, and the humanities – Top-ranked in the America’s Best High Schools study4 – Enrollment is approximately 1,800 students – TJ was built in 1964 and has 264,504 square feet of building space 4 Credit: Strategic Improvement Plan 2008–2009 U.S. News & World Report, 2008, http://www.usnews.com/articles/education/high-schools/2008/12/04/best-high-schools-gold-medal-list.html 24 The Six Degrees of Connection to Core School Functions eere.energy.gov An Upcoming Major Renovation to TJ • The renovation is estimated to cost $87.25 million – TJ anticipates passing a bond referendum in 2011 – TJ has considered an ESCO and is exploring other external partnerships • The school is setting a 30% energy savings goal as a starting point – The baseline is based on ASHRAE 90.1 - 2004 – The Design & Construction team is using proven technologies to create energy savings • The estimated project length is 5–6 years and includes – Design (Aug 2009 – May 2011), – Permitting (Nov 2010 – May 2012) – Construction (Sept 2012 – Aug 2015) • TJ currently has 24 portable classrooms that it would like to eliminate TJ Solar Panel Initiative • Student members of the TJ Environmental Impact Club have raised more than $56,000 from the community, businesses, and charities over the past 2 years • The first set of panels (22 panels; 3.8 kW system) were installed in June 2009 • Sponsors include: Whole Foods, Dominion VA Power, and others • The panels include a monitoring station and software • Data will be used in school labs 25 The Six Degrees of Connection to Core School Functions eere.energy.gov TJ Renovation Technologies • Fairfax County Design & Construction is using only proven technologies for the renovation – High-efficiency lighting, lamps, ballasts, and motors – Lighting controls – Low water usage closets and urinals – Metered faucets – Cool roofs – Low E glazing – Automatic temperature controls – Low VOC building materials – Humidity control – Classroom audio enhancement systems – Native / drought resistant plants – Pervious asphalt – CO2 sensors – Valance heating/cooling – Energy recovery units – High efficiency boilers 26 The Six Degrees of Connection to Core School Functions eere.energy.gov Interactive Activity: Instructions • Please read your Core School Function Scenario • Work with others at your table to create a 60-second commercial illustrating the problem in your Core School Function Scenario and an O&M solution • Time frame for the activity: 20 minutes • Tips: – Be creative – Don’t make the problem scenario more complicated than it needs to be 27 The Six Degrees of Connection to Core School Functions eere.energy.gov Wrap-up: Secondary Linkages • Several O&M strategies are common across numerous core school functions – – – – – – Strategies for making the business case Using outside resources Linking O&M to the broader school mission Developing internal expertise Long-term strategies for sustaining energy savings Renewable energy Facilities Planning Finance Budgeting Learning Environment O&M Integrated Building Design Occupant Behavior Technology 28 The Six Degrees of Connection to Core School Functions eere.energy.gov For more information, please visit: www.energysmartschools.gov Contact: Margo Appel EnergySmart Schools Program Manager [email protected] 202-586-9495 Program Name or Ancillary Text eere.energy.gov