Project Management Class Presentation on Intelligent Buildings and other programs.

1. PM for Green Buildings
Building Automation Seminar
Intelligent Buildings meet the Smart Grid
Green - High Performance – Net Zero?
David Katz, MBA, BA
Sustainable Resources Management Inc.
Tel: 416 - 493 - 9232
Fax: 416 - 493- 5366
Email: dkatz@sustainable.on.ca
Building Intelligence Quotient Consortium
Email: dkatz@building-iq.com
Feb, 27, 2012, Toronto
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2. AGENDA
• BAS: what it is, how it functions, what it governs in a building
• Green and Smart- how BAS manages demand and energy
• Latest issues and approaches to Building Automation Systems
• Continental Automated Building Association and their work on
the convergence of Green and Intelligent buildings
• Smart Grid primer- what it is, how it works
• Building2Grid - Distributed Energy & Demand Response
• The Building Intelligence Quotient on line program
• Funding for the Energy and Demand Response options
• Challenges and potential for Net Zero buildings.
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3. Intelligent Buildings
Why do we build dumb
buildings?
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4. Intelligent Buildings
Because they are
cheaper up front but not
in the long run!
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5. Why Buildings: Huge Opportunities
Wash 5% Cooking 5%
Buildings use 71% Computers
of electricity Electronics 5% 1%
Other 4%
Industry
Refrigeration 9%
33% Buildings 21%
39%
Cooling Heating
Transportation 10% 32%
28%
Lights Water
18% 12% Heat
13%
Cooking 2% Other
Computers 3% 10%
Residential
Refrigeration 4% Lights 28%
Ventilation 7%
Heating Commercial
Office Equip 7%
Water Heat 7% Cooling 16% Source: 2004 Buildings Energy
13% Databook with SEDS distributed to all
end-uses
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6. Technological Evolution of Smart Grid
BUILDING AUTOMATION BIM
Cloud Server
SYSTEMS IT Standardizing Information Presentation Models
Wireless Interfaces and Email Alarms
Growing Convergence of BAS and IT
Internet/Intranet
BACnet/Lon Revolution
Direct Digital Controls
Personal Computers
Mini Computers
Electronic Controls
Electric Controls
Pneumatic Transmission
Copyright Frost & Sullivan
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7. What “Information” is in a
 Building automation systems
Building?
 Energy management
 Security
 Digital signage
 Facility mgmt. and visitor mgmt.
 POS
 Consumables
 Parking
 Tenant technology
 Property mgmt. and back office
 …more
2/28/2012
Copyright ® 2007 The Fourth Utility, LLC All Rights Reserved. Intelligent Buildings Confidential 7
Copyright ® 2006 The Fourth Utility, LLC

8. Better Tenant and
High Speed Internet / Wireless
Common Area
Ambient Music / TV
Experience
Audio – Video Conf
Services and Technologies
Voice Communications
Visitor management
Interactive media
Digital signage
Facilities Management Copyright ® 2007 The Fourth
Utility, LLC All Rights Reserved.
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9. Reducing Building Cost Lighting
Elevator
Services and Technologies
24/7 Monitor
HVAC
Fire
Video surveillance
Access
Energy
Copyright ® 2007 The Fourth
Utility, LLC All Rights Reserved.
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10. Smarter Building / Property
High Speed Internet / Wireless Lighting
Ambient Music / TV Elevator
Audio – Video Conf 24/7 Monitor
IP Telephony HVAC
Visitor management Fire
Interactive media Video surveillance
Digital signage Access
Future Applications Energy
Copyright ® 2007 The Fourth
2/28/2012 Utility, LLC All Rights Reserved. 10

11. How do Intelligent and GREEN
buildings compliment each other?
Integrated Design and Life Cycle Cost principles apply
Energy Modeling – LEED and Green Globes
HVAC Equipment and Building Automation Impacts
Energy Price Inflation and Demand Response Programs
Net Zero Buildings and Renewables in a Smart Grid
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12. Green Building Perspective
• Energy – Efficiency - Metering - Onsite Emergency & Renewable generation
– GridWise capable - Demand Response ready – Net Zero
• Water – Efficiency – Metering – Treatment – Cleaning- Landscaping
• Environmental Management – Storage Tanks - Mold – Maintenance – Operations
– Emergency Response - Training
• Indoor Environment – Daylighting – CO2 and CO monitoring
– IAQ Controls – Filters
• Emissions, Effluent and Other Impacts on the Environment
Noise – NOX – SO2 – Chemicals – Transportation – Heat Island Roofs
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13. CABA Vision
“The knowledge-based forum for
industry leaders who advance the use of
technology and integrated systems in the
global home and building industry.”
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14. INTELLIGENT BUILDING REPORTS
www.caba.org/trm www.caba.org/brightgreen
FREE
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15. Technology Usage/Purchase Plans
Technology Currently Use Might Purchase
• Smart Telephony 30% 64%
• Telepresence 15% 64%
• Active RFID 9% 64%
• Smart Landscaping 9% 55%
• Intelligent Bathrooms 9% 52%
• Audio/Video Support 39% 48%
• Combined Heat and Power/ 39% 45%
Alternative Energy
• Automated Parking 12% 45%
• Green Buildings and LEED 48% 42%
Certification
• Digital Signage 21% 39%
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16. Your Information Source for
Home & Building Automation
1173 Cyrville Road, Suite 210
Ottawa, ON K1J 7S6
613.686.1814
888.798.CABA (2222) 613.744.7833
caba@caba.org
www.caba.org
www.caba.org/samples
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17. Oil Prices on the rise again
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18. Natural Gas Prices – Low For Now??
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19. Electricity and Peak Demand
Charges –Time of Use Rates
????¢
8¢ ? 12¢ ?
4.7¢ / 5.5¢
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20. Conventional Cost Analysis
Average Payback Period (PP) and Return on
Investment (ROI) on single technology products.
(Source: Energy Cost Savings Council)

21. Reduce HVAC Requirements
(Capital Costs)
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22. Reduced Lighting Requirements
(Capital & Operating Costs)
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23. Is this Tinted Glass Building Green and Intelligent ?
What are the tradeoffs in HVAC, Daylighting & Productivity
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24. Comfort
 “The best sustainable designs are not just environmentally
responsible. They also produce buildings where employees can
thrive and productivity can soar”
Christine Ervin
President and CEO
U.S. Green Building Council
 “Using green building strategies can result in increases in
occupant performance measures by 6 to 26 percent.”
William D. Browning
Founder of Green Development Services
and Senior Associate of
Rocky Mountain Institute
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25. Green and Intelligent Building Convergence Review
 Energy management for HVAC, Lighting & Demand
Response – CBIP – Energy Star
 Green Buildings – Environment - LEED & Green Globe
 Access and Security for safety of occupants and visitors
 Cabling and Wireless to increase revenue and lower costs
 Communications to increase value and productivity
 Digital Signage for instant information and advertising
 Interconnectivity to other buildings and the community
 Smart Grid and Demand Response Ready
2/28/2012 25

26. Who is working on bringing these issues all together to
evaluate alternatives and make sound economic choices?
CABA INTELLIGENT & INTEGRATED BUILDINGS COUNCIL
 Developed the BIQ Rating System for IB with
Appraisal Institute and EPA Energy Star support
 www.caba.org/biq
 Life-Cycle Cost Analysis Tool with Reed
Construction Data/RSMeans
 www.caba.org/lifecycle
 Developed a New Intelligent Building Roadmap
 www.caba.org/ibrm
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27. Analyzing the Life Cycle Cost of
Integrated Building Systems
 Produced by: Thomas J. Lohner, P.E.
 Vice President, TENG Solutions
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28. Systems Integration -
Comparative Life Cycle Cost
 You Can Not Afford Not to do it Right
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29. Facility Integration
Life Cycle Costs
 First Cost
 Changes, Additions & Upgrades
 Operating & Maintenance
 Utility Costs
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30. Typical Building Approach to Automation
No Integration !
5 User Interface
Workstations!
Emergency Generator
Main Service Switchgear
Computer
Room A/C
UPS
Door Access Control & HVAC Control System
Lighting Control System
Intrusion Detection
Fire Management System

31. Non-Integrated Building
 Engineering Left up to Contractors
 Sole Sourcing Required to Provide
Integration - $$$$
 Stand Alone Systems - Single Purpose
 Nobody Responsible for Technology
Integration
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32. Partial Integration Concept
Proprietary Control Sub-systems
Modbus
Database
Client FMS Workstation
Server
Main Service Switchgear
Web Server
Facility IP Network
Security
Console Emergency Generator
SNMP over IP
Computer Web Server
Room A/C Web Server Web Server
Web Server
UPS
Door Access Control & Lighting Control System HVAC Control System
Fire Management System
Intrusion Detection

33. Partial Integration Issues
 Software Integration on IP networks
 Use Web Enabled - FMS Application
Program
 Methodology Employed for Existing
Buildings
 Hardware Intensive - Many I/O Servers
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34. BENEFITS
Partial Integration
 Single User Interface for all Systems
 Web based GUI - Defacto Standard
 Permits Migration to Open Control Networks -
Competitive Bids !
 Permits Development of Campus Wide
Relational Database
 Database Permits - Maintenance Management , Energy
Management , Asset Management, etc.
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35. Full Integration Concept
Open Standards Based Control Sub-systems
Modbus
Database
Client FMS Workstation
Server
Main Service Switchgear
Web
Server
Facility IP Network
Security
Console Emergency Generator
SNMP over IP
Web
Server LONTALK - EIA 709.1 &
Computer Web
Room A/C BACNET – ANSI/ASHRAE
Server
135A
UPS
Door Access Control, Intrusion Detection, Lighting & HVAC Control System
Fire Management System

36. Full Integration Issues
 Open Standards Applied Where Possible
 I/O Servers Minimized
 Number of Devices Reduced - Shared
Information
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37. BENEFITS
Full Integration
 Same as Partial Integration Approach
PLUS
 Competitive Bids in each Building
 Integrated Building Sub-systems
 Lighting, HVAC, Power Management and
Security
Lowest Life Cycle Cost Approach
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38. Non-Integrated HVAC, Lighting & Intrusion Detection
Echelon World Headquarters
Dimmable
Lighting Control
VAV Boxes
No Occupancy Control Blinds & 24v Wiring

39. Integrated HVAC, Lighting, Intrusion Detection & Blind Control
Echelon World Headquarters
User Scene Control Switch
Lighting, HVAC & Occupancy
Sensor Control Trunk Sensor and 120v Wiring

40. Changes, Additions and Upgrades Issues
 Cost Premium Paid for Additions &
Changes to Proprietary Controls
 Limit Scope of Future Improvements and
Modifications
 Cost Premium for Non Competitive
Service Contracts
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41. System Integration
Life Cycle Cost Summary
Non-
Integrated Partial Full
Life Cycle Cost Component Building Integration Integration
Comparitive First Cost $75,000 $78,000 $33,000
Changes, Upgrades & Additions $129,379 $126,379 $88,052
Operating & Maintenance $21,250 $5,250 $3,750
Utility Cost $200,000 $179,400 $179,400
Net Present Value $2,325,232 $2,074,091 $1,773,493
Discount Rate 9%
Life Cycle Period (yrs) 10
Savings $551,739 $300,598

42. Conclusion:
 Full Integration will Result in the Lowest
Net Present Value
 The Value of the Integrated Approach will
Increase w/ IT Advances
 Information will be your Competitive
Advantage
2/28/2012 42

43. What are the opportunities to get funding for upgrades and
retrofit alternatives that provide lower life cycle costs?
 Federal Government Programs
 Ontario Energy Board funding for
Enbridge and Union Gas Demand Side Management
Ontario Power Authority Conservation Programs
Local Distribution Companies – Powerwise
 Energy Service Companies (ESCO)
 Financial Institutions for Leasing or Borrowing
 Private energy companies for onsite generation
 Demand Response and Smart Grid options
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48. Demand Response Marketplace
and DR programs in Ontario
Demand-Response-Shop.com
Collaboration Project with Sheridan College-Building Intelligence Quotient-
RFQ Strategies partially funded by Ontario Centres of Excellence
David Katz
BiQ Program Manager
Principal - Sustainable Environmental Solutions
Connectivity Week - May 24, 2010
Information on Ontario Power Authority Programs are generalizations and
subject to change
2/28/2012 48

49. Demand Response and BAS Improvements
 Ontario Power Authority Integrated Power System Plan
 Conservation - LEED – Green Globe –BOMA BESt
 Conservation Measures - Technology
 Distributed Generation Opportunities
 Standard Offers – Renewable – Clean Energy
 Demand Response Programs
 DR Technologies – Building Sector
 Demand Response Shop website
 Smart Grid –Building2Grid optimization
 Questions
2/28/2012 49

50. Old and New Technologies
 Previous technologies now economic
 New technologies save and measure it
 Building Automation more Intelligent
 Occupancy, Demand HVAC, Daylighting
 LEED and Green Globe Credits
 Life cycle costs and low cost of funds
 Peak and Energy reduction targets now
mandated to each of 80+ Ontario LDC’s
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51. Demand Response Technologies
 Lighting – Dimming – Occupancy -Daylighting
 Raise Cooling Temperature – Casual Day Clothes
 Chiller Optimization – Hartman LOOP
 Chillers - Gas Driven – Absorption
 Thermal Storage – ICE - Water
 VSD – Pumps – Fans - Reprogram
 On site Generation – Economics?
 Windows - Shades -Tinting
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52. Demand Response #3
 Contractual Load Shedding with DR aggregator
 Schedule Term (1, 3, or 5 yrs)
 Contracted Dispatch Period
 Election of Option A (100 hrs) or Option B (200 hrs)
 Not Fully Available for Curtailment
 Election:
 (1) using the four hour period prior to Curtailment or
 (2) the four hour period prior to receiving an Activation
Notice
 Different rates for Standard, Premium, Discount areas
 Some areas of province are X no participation allowed
due to system conditions and contracts with others.
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53. 2/28/2012 53

54. List of Participating Aggregators
Some withdrew
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55. 2/28/2012 55

56. (BUILDING INTELLIGENCE QUOTIENT CONSORTIUM)
IN COLLABORATION WITH
Sheridan College Institute of Technology and Advanced Learning
LAUNCH
DEMAND-RESPONSE-SHOP-CONSORTIUM
(DRSC)
AND
DEMAND-RESPONSE-SHOP.COM AND .CA

57. - an online tool
Rating and
Certification
(demonstrates the
added value)
+
Upgrade Design
and
Implementation
Guidance
(demystifies
implementation)

58. SCREEN
Of BiQ
For building
info after log-
in
2/28/2012 58

59. Building Intelligence Quotient Assessment
Chart of BiQ rating for each section generated as part of the report
Report for Middleton Hall
Middleton Hall achieved an overall rating of 78% at the New system/Upgrade Stage
Integrated design
Education
Selection of sub-systems
Value factors for automation systems
Business considerations
Subsystem stand-alone custom features
Subsystem stand-alone performance
Interaction among subsystems
BAS Equipment
0 20 40 60 80 100

60. Secure Procurement System for RFI, RFQ and RFP with on line
submissions and processing reverse auction and other capabilities

61. Secure Procurement System for RFI, RFQ and RFP with on line
submissions and processing reverse auction and other capabilities

62. Summary
 GRID has massive investment needs
 Conservation finally getting recognition
 Renewable energy needs incentives but offer environmental
and health benefits
 Distributed Clean generation can play a large role and can be
profitable
 Demand Response can be part of solution
 Peak Shaping – Shedding – Shaving
 Education on DR and the Building 2 Smart Grid is essential –
Demand-Response-Shop.com addressing the need and
providing the facilitation for maximizing DR incentives and
linking to energy efficiency
2/28/2012 62

63. Contact Info
David Katz, MBA, BA
Sustainable Resources Management Inc.
6 Morning Gloryway
Toronto, Ontario
Canada M2H 3M2
Tel: 416-493-9232
Fax: 416-493-5366
Email: dkatz@sustainable.on.ca
Building Intelligence Quotient Consortium
Email: dkatz@building-iq.com
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