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Is there a standard checklist of documentation required to provide a cost estimate for an energy model?

I'm interested in finding a checklist that includes a list of possible documentation needed to provide an accurate cost estimate for an energy model. I have my own list, but was curious if there was one that is publicly available from an organization such as IBPSA or COMNET.

anchapin's avatar
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anchapin
asked 2014-11-21 11:07:28 -0500
__AmirRoth__'s avatar
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__AmirRoth__
updated 2017-04-16 14:52:38 -0500
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@anchapin I am not sure if you are looking for the data you need to collect to create an accurate energy model or if you are asking for details about a project that are needed to give a customer an estimated cost to develop an energy model?

macumber's avatar macumber (2014-11-24 09:50:09 -0500) edit

I am asking about a list of details about a project that are needed to give a customer an estimated cost to develop an energy model.

anchapin's avatar anchapin (2014-11-24 11:36:26 -0500) edit
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There are a couple versions floating around of the Federal Energy Management Program "Procuring Architectural and Engineering Services for Energy Efficiency and Sustainability: A Resource Guide for Federal Construction Project Managers."

whhoooh! > Link Newer version > Link Older version

Some of the items called out by Anna are covered, albeit, a bit more generically. It has helped me communicate the overall meaning and value of energy modeling myself.

There is also a very good lessons learned pertaining to this topic on an old eQuest-Users List serve post (link)

Hope this helps some.

nfonner's avatar
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nfonner
answered 2014-11-25 13:41:51 -0500
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I don't know of an official list from a building performance organization, but below are some items I would include. I know this isn't exactly what you were looking for, but hopefully it helps a little:

  • sustainability goals (net-zero, carbon neutral, % savings over local code, % savings over 90.1)
  • certification goals (LEED, GreenGlobes, GreenPoint Rated (in CA), etc)
  • building type & anticipated occupancies (i.e. does it have a kitchen?)
  • project scope (i.e. is it core & shell?)
  • square footage
  • number of issued reports
  • number of major model changes (i.e. building envelope or floor plan layouts)
  • scope of energy modeling (is it just for code compliance? are you giving design feedback?)
  • if you are giving design feedback, you should consider if you are...
    • testing a variety of HVAC systems
    • optimizing shading strategies or envelope design
    • performing any other kind of analysis, such as thermal comfort, daylighting, or natural ventilation

There are a lot of things to consider and it varies significantly from project to project, of course, but I think this is a starting point. I'm sure there are items I have missed.

Anna Osborne Brannon's avatar
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Anna Osborne Brannon
answered 2014-11-25 12:05:25 -0500
Neal Kruis's avatar
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Neal Kruis
updated 2014-11-25 15:47:02 -0500
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