49
CHOOSING BY ADVANTAGES APPLYING A SOUND DECISION MAKING METHOD TO CHOOSE AN HVAC SYSTEM ASHRAE ILLINOIS 2020 SPRING CONFERENCE TRACK #1, SPECIALTIES 101 Cindy Cogil, PE, LEED AP BD+C Principal, SmithGroup

CHOOSING BY ADVANTAGES APPLYING A SOUND ......pros and cons) —Weighs factors, criteria, goals, roles, categories, objectives 4 SOUND DECISION MAKING ecisions must be based D on the

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Page 1: CHOOSING BY ADVANTAGES APPLYING A SOUND ......pros and cons) —Weighs factors, criteria, goals, roles, categories, objectives 4 SOUND DECISION MAKING ecisions must be based D on the

CHOOSING BY ADVANTAGESAPPLYING A SOUND DECISION MAKING METHOD

TO CHOOSE AN HVAC SYSTEM

ASHRAE ILLINOIS 2020 SPRING CONFERENCETRACK #1, SPECIALTIES 101

Cindy Cogil, PE, LEED AP BD+C

Principal, SmithGroup

Page 2: CHOOSING BY ADVANTAGES APPLYING A SOUND ......pros and cons) —Weighs factors, criteria, goals, roles, categories, objectives 4 SOUND DECISION MAKING ecisions must be based D on the

LEARNING OBJECTIVES

Objective 1: Understand what constitutes a sound decision.

Objective 2: Learn the vocabulary of “Choosing by Advantages.”

Objective 3: Learn how to apply CBA to HVAC System Selection.

2 smithgroup.com

ASHRAE is a Registered Provider with The American Institute of Architects Continuing Education

Systems. Credit earned on completion of this program will be reported to ASHRAE Records for AIA

members. Certificates of Completion for non-AIA members are available on request.

This program is registered with the AIA/ASHRAE 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.

Page 3: CHOOSING BY ADVANTAGES APPLYING A SOUND ......pros and cons) —Weighs factors, criteria, goals, roles, categories, objectives 4 SOUND DECISION MAKING ecisions must be based D on the

OVERVIEW

Page 4: CHOOSING BY ADVANTAGES APPLYING A SOUND ......pros and cons) —Weighs factors, criteria, goals, roles, categories, objectives 4 SOUND DECISION MAKING ecisions must be based D on the

UNSOUND DECISION MAKING

Unsound Decision Making:

— Weighs advantages and disadvantages

— Weighs attributes (i.e., pros and cons)

— Weighs factors, criteria, goals, roles, categories, objectives

4

Page 5: CHOOSING BY ADVANTAGES APPLYING A SOUND ......pros and cons) —Weighs factors, criteria, goals, roles, categories, objectives 4 SOUND DECISION MAKING ecisions must be based D on the

SOUND DECISION MAKING

Decisions must be based on the importance of advantages

Sound methods anchor decisions to relevant facts

5

Page 6: CHOOSING BY ADVANTAGES APPLYING A SOUND ......pros and cons) —Weighs factors, criteria, goals, roles, categories, objectives 4 SOUND DECISION MAKING ecisions must be based D on the

CHOOSING BY ADVANTAGES

Why

— Allows for clear and transparent decision making

— Aligns with values and culture of Lean / IPD

What

— Guides participants towards basing decisions on objectively discovered and documented facts

How

— Facilitated by someone trained and practiced in CBA

6

Page 7: CHOOSING BY ADVANTAGES APPLYING A SOUND ......pros and cons) —Weighs factors, criteria, goals, roles, categories, objectives 4 SOUND DECISION MAKING ecisions must be based D on the

CBA VOCABULARY

Factor

— An element of a decision. Differentiates alternatives. DOES NOT INCLUDE $.

Criterion (pl. Criteria)

— A requirement (must or want). The rules that determine how alternatives are judged.

Attribute

— A characteristic, quality or consequence of one alternative as it relates to a factor.

Advantage

— A beneficial difference between the attributes of an alternative and that with the least preferred attribute.

7

Page 8: CHOOSING BY ADVANTAGES APPLYING A SOUND ......pros and cons) —Weighs factors, criteria, goals, roles, categories, objectives 4 SOUND DECISION MAKING ecisions must be based D on the

CBA VOCABULARY

Factor Trunk capacity

— An element of a decision. Differentiates alternatives. DOES NOT INCLUDE $.

Criterion (pl. Criteria) More is better

— A requirement (must or want). The rules that determine how alternatives are judged.

Attribute 23 cu. ft

— A characteristic, quality or consequence of one alternative as it relates to a factor.

Advantage 49% more cargo space

— A beneficial difference between the attributes of an alternative and that with the least preferred attribute.

8

EXAMPLE: BUYING A CAR

Page 9: CHOOSING BY ADVANTAGES APPLYING A SOUND ......pros and cons) —Weighs factors, criteria, goals, roles, categories, objectives 4 SOUND DECISION MAKING ecisions must be based D on the

CBA VOCABULARY

9

TABULAR METHOD

1 SCORE 2 SCORE 3 SCORE

Op

tio

n

ALTERNATE ONE 0

Op

tio

n

ALTERNATE TWO 0

Op

tio

n

ALTERNATE THREE 0

1 Factor: Factor 1 Attribute Attribute 1.1 Attribute 1.2 Attribute 1.3

Criteria: Criteria 1Advantage

Advantage 1.10

Advantage 1.20

Advantage 1.30

2 Factor: Factor 2 Attribute Attribute 2.1 Attribute 2.2 Attribute 2.3

Criteria: Criteria 2Advantage

Advantage 2.10

Advantage 2.20

Advantage 2.30

3 Factor: Factor 3 Attribute Attribute 3.1 Attribute 3.2 Attribute 3.3

Criteria: Criteria 3Advantage

Advantage 3.10

Advantage 3.20

Advantage 3.30

Page 10: CHOOSING BY ADVANTAGES APPLYING A SOUND ......pros and cons) —Weighs factors, criteria, goals, roles, categories, objectives 4 SOUND DECISION MAKING ecisions must be based D on the

CBA VOCABULARY

10

TABULAR METHOD

1 SCORE 2 SCORE 3 SCORE

Op

tio

n

ALTERNATE ONE 0

Op

tio

n

ALTERNATE TWO 0

Op

tio

n

ALTERNATE THREE 0

1 Factor: Factor 1 Attribute Attribute 1.1 Attribute 1.2 Attribute 1.3

Criteria: Criteria 1Advantage

Advantage 1.10

Advantage 1.20

Advantage 1.30

2 Factor: Factor 2 Attribute Attribute 2.1 Attribute 2.2 Attribute 2.3

Criteria: Criteria 2Advantage

Advantage 2.10

Advantage 2.20

Advantage 2.30

3 Factor: Factor 3 Attribute Attribute 3.1 Attribute 3.2 Attribute 3.3

Criteria: Criteria 3Advantage

Advantage 3.10

Advantage 3.20

Advantage 3.30

Alternatives

Page 11: CHOOSING BY ADVANTAGES APPLYING A SOUND ......pros and cons) —Weighs factors, criteria, goals, roles, categories, objectives 4 SOUND DECISION MAKING ecisions must be based D on the

CBA VOCABULARY

11

TABULAR METHOD

1 SCORE 2 SCORE 3 SCORE

Op

tio

n

ALTERNATE ONE 0

Op

tio

n

ALTERNATE TWO 0

Op

tio

n

ALTERNATE THREE 0

1 Factor: Factor 1 Attribute Attribute 1.1 Attribute 1.2 Attribute 1.3

Criteria: Criteria 1Advantage

Advantage 1.10

Advantage 1.20

Advantage 1.30

2 Factor: Factor 2 Attribute Attribute 2.1 Attribute 2.2 Attribute 2.3

Criteria: Criteria 2Advantage

Advantage 2.10

Advantage 2.20

Advantage 2.30

3 Factor: Factor 3 Attribute Attribute 3.1 Attribute 3.2 Attribute 3.3

Criteria: Criteria 3Advantage

Advantage 3.10

Advantage 3.20

Advantage 3.30

Factors

Page 12: CHOOSING BY ADVANTAGES APPLYING A SOUND ......pros and cons) —Weighs factors, criteria, goals, roles, categories, objectives 4 SOUND DECISION MAKING ecisions must be based D on the

CBA VOCABULARY

12

TABULAR METHOD

1 SCORE 2 SCORE 3 SCORE

Op

tio

n

ALTERNATE ONE 0

Op

tio

n

ALTERNATE TWO 0

Op

tio

n

ALTERNATE THREE 0

1 Factor: Factor 1 Attribute Attribute 1.1 Attribute 1.2 Attribute 1.3

Criteria: Criteria 1Advantage

Advantage 1.10

Advantage 1.20

Advantage 1.30

2 Factor: Factor 2 Attribute Attribute 2.1 Attribute 2.2 Attribute 2.3

Criteria: Criteria 2Advantage

Advantage 2.10

Advantage 2.20

Advantage 2.30

3 Factor: Factor 3 Attribute Attribute 3.1 Attribute 3.2 Attribute 3.3

Criteria: Criteria 3Advantage

Advantage 3.10

Advantage 3.20

Advantage 3.30

Criteria

Page 13: CHOOSING BY ADVANTAGES APPLYING A SOUND ......pros and cons) —Weighs factors, criteria, goals, roles, categories, objectives 4 SOUND DECISION MAKING ecisions must be based D on the

CBA VOCABULARY

13

TABULAR METHOD

1 SCORE 2 SCORE 3 SCORE

Op

tio

n

ALTERNATE ONE 0

Op

tio

n

ALTERNATE TWO 0

Op

tio

n

ALTERNATE THREE 0

1 Factor: Factor 1 Attribute Attribute 1.1 Attribute 1.2 Attribute 1.3

Criteria: Criteria 1Advantage

Advantage 1.10

Advantage 1.20

Advantage 1.30

2 Factor: Factor 2 Attribute Attribute 2.1 Attribute 2.2 Attribute 2.3

Criteria: Criteria 2Advantage

Advantage 2.10

Advantage 2.20

Advantage 2.30

3 Factor: Factor 3 Attribute Attribute 3.1 Attribute 3.2 Attribute 3.3

Criteria: Criteria 3Advantage

Advantage 3.10

Advantage 3.20

Advantage 3.30

Attributes

Page 14: CHOOSING BY ADVANTAGES APPLYING A SOUND ......pros and cons) —Weighs factors, criteria, goals, roles, categories, objectives 4 SOUND DECISION MAKING ecisions must be based D on the

CBA VOCABULARY

14

TABULAR METHOD

1 SCORE 2 SCORE 3 SCORE

Op

tio

n

ALTERNATE ONE 0

Op

tio

n

ALTERNATE TWO 0

Op

tio

n

ALTERNATE THREE 0

1 Factor: Factor 1 Attribute Attribute 1.1 Attribute 1.2 Attribute 1.3

Criteria: Criteria 1Advantage

Advantage 1.10

Advantage 1.20

Advantage 1.30

2 Factor: Factor 2 Attribute Attribute 2.1 Attribute 2.2 Attribute 2.3

Criteria: Criteria 2Advantage

Advantage 2.10

Advantage 2.20

Advantage 2.30

3 Factor: Factor 3 Attribute Attribute 3.1 Attribute 3.2 Attribute 3.3

Criteria: Criteria 3Advantage

Advantage 3.10

Advantage 3.20

Advantage 3.30

Advantages

Page 15: CHOOSING BY ADVANTAGES APPLYING A SOUND ......pros and cons) —Weighs factors, criteria, goals, roles, categories, objectives 4 SOUND DECISION MAKING ecisions must be based D on the

TABULAR METHOD

15

CBA STEPS1. Define factors

2. Define must have/want to have criteria

3. Formulate range of

alternatives

4. Describe the attributes of

each alternative

5. Decide the advantages of

each alternative

6. Decide the importance of

each advantage

7. Evaluate the cost

Page 16: CHOOSING BY ADVANTAGES APPLYING A SOUND ......pros and cons) —Weighs factors, criteria, goals, roles, categories, objectives 4 SOUND DECISION MAKING ecisions must be based D on the

TABULAR METHOD

16

SETTING THE STAGE PHASE1. Define factors

2. Define must have/want to have criteria

3. Formulate range of

alternatives

4. Describe the attributes of

each alternative

5. Decide the advantages of

each alternative

6. Decide the importance of

each advantage

7. Evaluate the cost

Page 17: CHOOSING BY ADVANTAGES APPLYING A SOUND ......pros and cons) —Weighs factors, criteria, goals, roles, categories, objectives 4 SOUND DECISION MAKING ecisions must be based D on the

TABULAR METHOD

17

INNOVATION PHASE1. Define factors

2. Define must have/want to have criteria

3. Formulate range of

alternatives

4. Describe the attributes of

each alternative

5. Decide the advantages of

each alternative

6. Decide the importance of

each advantage

7. Evaluate the cost

Page 18: CHOOSING BY ADVANTAGES APPLYING A SOUND ......pros and cons) —Weighs factors, criteria, goals, roles, categories, objectives 4 SOUND DECISION MAKING ecisions must be based D on the

TABULAR METHOD

18

DECISION-MAKING PHASE1. Define factors

2. Define must have/want to have criteria

3. Formulate range of

alternatives

4. Describe the attributes of

each alternative

5. Decide the advantages of

each alternative

6. Decide the importance of

each advantage

7. Evaluate the cost

Page 19: CHOOSING BY ADVANTAGES APPLYING A SOUND ......pros and cons) —Weighs factors, criteria, goals, roles, categories, objectives 4 SOUND DECISION MAKING ecisions must be based D on the

TABULAR METHOD

19

RECONSIDERATION OR IMPLEMENTATION PHASE1. Define factors

2. Define must have/want to have criteria

3. Formulate range of

alternatives

4. Describe the attributes of

each alternative

5. Decide the advantages of

each alternative

6. Decide the importance of

each advantage

7. Evaluate the cost

Page 20: CHOOSING BY ADVANTAGES APPLYING A SOUND ......pros and cons) —Weighs factors, criteria, goals, roles, categories, objectives 4 SOUND DECISION MAKING ecisions must be based D on the

NORTHWESTERN UNIVERSITY JACOBS CENTER RENOVATIONCBA CASE STUDY

Page 21: CHOOSING BY ADVANTAGES APPLYING A SOUND ......pros and cons) —Weighs factors, criteria, goals, roles, categories, objectives 4 SOUND DECISION MAKING ecisions must be based D on the

PROGRAM DISTRIBUTION

21

Page 22: CHOOSING BY ADVANTAGES APPLYING A SOUND ......pros and cons) —Weighs factors, criteria, goals, roles, categories, objectives 4 SOUND DECISION MAKING ecisions must be based D on the

STEP 1 – DEFINE FACTORS

22

SETTING THE STAGE PHASE1. Define factors

2. Define must have/want to have criteria

3. Formulate range of

alternatives

4. Describe the attributes of

each alternative

5. Decide the advantages of

each alternative

6. Decide the importance of

each advantage

7. Evaluate the cost

Page 23: CHOOSING BY ADVANTAGES APPLYING A SOUND ......pros and cons) —Weighs factors, criteria, goals, roles, categories, objectives 4 SOUND DECISION MAKING ecisions must be based D on the

STEP 1 – DEFINE FACTORS

23

SETTING THE STAGE PHASE

1 SCORE 2 SCORE 3 SCORE

Op

tio

n

ALTERNATIVE ONE 0

Op

tio

n

ALTERNATIVE TWO 0

Op

tio

n

ALTERNATIVE THREE 0

1 Factor: ENERGY USE INTENSITY Attribute Attribute 1.1 Attribute 1.2 Attribute 1.3

Criteria: Criteria 1Advantage

Advantage 1.10

Advantage 1.20

Advantage 1.30

2 Factor: MAINTAINABILITY Attribute Attribute 2.1 Attribute 2.2 Attribute 2.3

Criteria: Criteria 2Advantage

Advantage 2.10

Advantage 2.20

Advantage 2.30

3 Factor: ADAPTABILITY Attribute Attribute 3.1 Attribute 3.2 Attribute 3.3

Criteria: Criteria 3Advantage

Advantage 3.10

Advantage 3.20

Advantage 3.30

Page 24: CHOOSING BY ADVANTAGES APPLYING A SOUND ......pros and cons) —Weighs factors, criteria, goals, roles, categories, objectives 4 SOUND DECISION MAKING ecisions must be based D on the

STEP 2 – DEFINE CRITERIA

24

SETTING THE STAGE PHASE1. Define factors

2. Define must have/want to have criteria

3. Formulate range of

alternatives

4. Describe the attributes of

each alternative

5. Decide the advantages of

each alternative

6. Decide the importance of

each advantage

7. Evaluate the cost

Page 25: CHOOSING BY ADVANTAGES APPLYING A SOUND ......pros and cons) —Weighs factors, criteria, goals, roles, categories, objectives 4 SOUND DECISION MAKING ecisions must be based D on the

STEP 2 – DEFINE CRITERIA

25

SETTING THE STAGE PHASE

1 SCORE 2 SCORE 3 SCORE

Op

tio

n

ALTERNATIVE ONE 0

Op

tio

n

ALTERNATIVE TWO 0

Op

tio

n

ALTERNATIVE THREE 0

1 Factor: ENERGY USE INTENSITY Attribute Attribute 1.1 Attribute 1.2 Attribute 1.3

Criteria: Lower is betterAdvantage

Advantage 1.10

Advantage 1.20

Advantage 1.30

2 Factor: MAINTAINABILITY Attribute Attribute 2.1 Attribute 2.2 Attribute 2.3

Criteria: Easier to access/fewer

components is betterAdvantage

Advantage 2.10

Advantage 2.20

Advantage 2.30

3 Factor: ADAPTABILITY Attribute Attribute 3.1 Attribute 3.2 Attribute 3.3

Criteria: More easily adaptable is

betterAdvantage

Advantage 3.10

Advantage 3.20

Advantage 3.30

Page 26: CHOOSING BY ADVANTAGES APPLYING A SOUND ......pros and cons) —Weighs factors, criteria, goals, roles, categories, objectives 4 SOUND DECISION MAKING ecisions must be based D on the

STEP 3 – FORMULATE ALTERNATIVES

26

INNOVATION PHASE1. Define factors

2. Define must have/want to have criteria

3. Formulate range of

alternatives

4. Describe the attributes of

each alternative

5. Decide the advantages of

each alternative

6. Decide the importance of

each advantage

7. Evaluate the cost

Page 27: CHOOSING BY ADVANTAGES APPLYING A SOUND ......pros and cons) —Weighs factors, criteria, goals, roles, categories, objectives 4 SOUND DECISION MAKING ecisions must be based D on the

STEP 3 – FORMULATE ALTERNATIVES

27

GROUND AND FIRST FLOORS

Alternative 1 Alternative 3Alternative 2

DOAS central AHUsw/ACBs & radiant

ceiling panels

VAV AHUs with terminal reheat

DOAS central AHUs w/chilled beams

Page 28: CHOOSING BY ADVANTAGES APPLYING A SOUND ......pros and cons) —Weighs factors, criteria, goals, roles, categories, objectives 4 SOUND DECISION MAKING ecisions must be based D on the

STEP 3 – FORMULATE ALTERNATIVES

28

GROUND AND FIRST FLOORS

Alternative 1 Alternative 3Alternative 2

DOAS central AHUsw/ACBs & radiant

ceiling panels

VAV AHUs with terminal reheat

DOAS central AHUs w/chilled beams

TU w/RHC

Page 29: CHOOSING BY ADVANTAGES APPLYING A SOUND ......pros and cons) —Weighs factors, criteria, goals, roles, categories, objectives 4 SOUND DECISION MAKING ecisions must be based D on the

STEP 3 – FORMULATE ALTERNATIVES

29

SECOND THROUGH SIXTH FLOORS

Alternative 1

VAV AHUs with terminal reheat

Alternative 3Alternative 2

DOAS central AHUs w/chilled beams

DOAS central AHUsw/chilled terminal units

Page 30: CHOOSING BY ADVANTAGES APPLYING A SOUND ......pros and cons) —Weighs factors, criteria, goals, roles, categories, objectives 4 SOUND DECISION MAKING ecisions must be based D on the

STEP 3 – FORMULATE ALTERNATIVES

30

SECOND THROUGH SIXTH FLOORS

Alternative 1

VAV AHUs with terminal reheat

Alternative 3Alternative 2

DOAS central AHUs w/chilled beams

DOAS central AHUsw/chilled terminal units

TU w/RHC

TU w/RHC

Page 31: CHOOSING BY ADVANTAGES APPLYING A SOUND ......pros and cons) —Weighs factors, criteria, goals, roles, categories, objectives 4 SOUND DECISION MAKING ecisions must be based D on the

STEP 3 – FORMULATE ALTERNATIVES

31

INNOVATION PHASE

1 SCORE 2 SCORE 3 SCORE

Op

tio

n

MULTI-ZONE VAV 0

Op

tio

n

DOAS W/ACB 0

Op

tio

n

DOAS CHILLED BOX 0

1 Factor: ENERGY USE INTENSITY Attribute Attribute 1.1 Attribute 1.2 Attribute 1.3

Criteria: Lower is betterAdvantage

Advantage 1.10

Advantage 1.20

Advantage 1.30

2 Factor: MAINTAINABILITY Attribute Attribute 2.1 Attribute 2.2 Attribute 2.3

Criteria: Easier to access/fewer

components is betterAdvantage

Advantage 2.10

Advantage 2.20

Advantage 2.30

3 Factor: ADAPTABILITY Attribute Attribute 3.1 Attribute 3.2 Attribute 3.3

Criteria: More easiliy adaptable is

betterAdvantage

Advantage 3.10

Advantage 3.20

Advantage 3.30

Page 32: CHOOSING BY ADVANTAGES APPLYING A SOUND ......pros and cons) —Weighs factors, criteria, goals, roles, categories, objectives 4 SOUND DECISION MAKING ecisions must be based D on the

STEP 4 – DESCRIBE ATTRIBUTES OF EACH ALTERNATIVE

32

INNOVATION PHASE1. Define factors

2. Define must have/want to have criteria

3. Formulate range of

alternatives

4. Describe the attributes of

each alternative

5. Decide the advantages of

each alternative

6. Decide the importance of

each advantage

7. Evaluate the cost

Page 33: CHOOSING BY ADVANTAGES APPLYING A SOUND ......pros and cons) —Weighs factors, criteria, goals, roles, categories, objectives 4 SOUND DECISION MAKING ecisions must be based D on the

VARIABLE AIR VOLUME

33

SYSTEM ZONING PLANS

Page 34: CHOOSING BY ADVANTAGES APPLYING A SOUND ......pros and cons) —Weighs factors, criteria, goals, roles, categories, objectives 4 SOUND DECISION MAKING ecisions must be based D on the

VARIABLE AIR VOLUME

34

SYSTEM ZONING PLANS

Garden Level 1st Floor 2nd Floor

6th Floor4th Floor 5th Floor

AHU-1

AHU-2

AHU-3

AHU-4

AHU-5

AHU-6

AHU-7

AHU-8

AHU-7

AHU-8

AHU-7

AHU-8

3rd Floor

AHU-5

AHU-6

Total: 200,000 cfm

Page 35: CHOOSING BY ADVANTAGES APPLYING A SOUND ......pros and cons) —Weighs factors, criteria, goals, roles, categories, objectives 4 SOUND DECISION MAKING ecisions must be based D on the

DEDICATED OUTSIDE AIR SYSTEM (DOAS)

35

SYSTEM ZONING PLANS

Page 36: CHOOSING BY ADVANTAGES APPLYING A SOUND ......pros and cons) —Weighs factors, criteria, goals, roles, categories, objectives 4 SOUND DECISION MAKING ecisions must be based D on the

DEDICATED OUTSIDE AIR SYSTEM (DOAS)

36

SYSTEM ZONING PLANS

Garden Level 1st Floor 2nd Floor

6th Floor4th Floor 5th Floor

DOAS-1 DOAS-2 DOAS-3

DOAS-4

DOAS-5

DOAS-6

DOAS-3

DOAS-4

DOAS-5

DOAS-6

3rd Floor

DOAS-3

DOAS-4

Total: 68,000 cfm

Page 37: CHOOSING BY ADVANTAGES APPLYING A SOUND ......pros and cons) —Weighs factors, criteria, goals, roles, categories, objectives 4 SOUND DECISION MAKING ecisions must be based D on the

STEP 4 – DESCRIBE ATTRIBUTES OF EACH ALTERNATIVE

37

INNOVATION PHASE

1 SCORE 2 SCORE 3 SCORE

Op

tio

n

MULTI-ZONE VAV 0

Op

tio

n

DOAS W/ACB 0

Op

tio

n

DOAS CHILLED BOX 0

1 Factor: ENERGY USE INTENSITY Attribute 126.1 88.5 89.1

Criteria: Lower is betterAdvantage

Advantage 1.10

Advantage 1.20

Advantage 1.30

2 Factor: MAINTAINABILITY

Attribute

AHUs and TUs DOAS units w/ERW; TUs;

secondary CHW loop pumps

and branch connections

DOAS units w/ERW; ECM

FPTUs with filter; secondary

CHW loop pumps and TU

connections

Criteria: Easier to access/fewer

components is betterAdvantage

Advantage 2.10

Advantage 2.20

Advantage 2.30

3 Factor: ADAPTABILITY

Attribute

One (1) trade impacted

(sheet metal); recalc OA

using MSE

Two (2) trades impacted

(branch piping and ductwork

to each ACB)

One (1) trade impacted

(sheet metal)

Criteria: More easily adaptable is

betterAdvantage

Advantage 3.10

Advantage 3.20

Advantage 3.30

Page 38: CHOOSING BY ADVANTAGES APPLYING A SOUND ......pros and cons) —Weighs factors, criteria, goals, roles, categories, objectives 4 SOUND DECISION MAKING ecisions must be based D on the

STEP 4 – DESCRIBE ATTRIBUTES OF EACH ALTERNATIVE

38

INNOVATION PHASE

1 SCORE 2 SCORE 3 SCORE

Op

tio

n

MULTI-ZONE VAV 0

Op

tio

n

DOAS W/ACB 0

Op

tio

n

DOAS CHILLED BOX 0

1 Factor: ENERGY USE INTENSITY Attribute 126.1 88.5 89.1

Criteria: Lower is betterAdvantage

Lea

st -

0Advantage 1.2

0Advantage 1.3

0

2 Factor: MAINTAINABILITY

Attribute

AHUs and TUs DOAS units w/ERW; TUs;

secondary CHW loop pumps

and branch connections

DOAS units w/ERW; ECM

FPTUs with filter; secondary

CHW loop pumps and TU

connections

Criteria: Easier to access/fewer

components is betterAdvantage

Advantage 2.10

Advantage 2.20

Lea

st -

0

3 Factor: ADAPTABILITY

Attribute

One (1) trade impacted

(sheet metal); recalc OA

using MSE

Two (2) trades impacted

(branch piping and ductwork

to each ACB)

One (1) trade impacted

(sheet metal)

Criteria: More easily adaptable is

betterAdvantage

Advantage 3.10

Lea

st -

0Advantage 3.3

0

Page 39: CHOOSING BY ADVANTAGES APPLYING A SOUND ......pros and cons) —Weighs factors, criteria, goals, roles, categories, objectives 4 SOUND DECISION MAKING ecisions must be based D on the

STEP 5 – DECIDE THE ADVANTAGES

39

DECISION-MAKING PHASE1. Define factors

2. Define must have/want to have criteria

3. Formulate range of

alternatives

4. Describe the attributes of

each alternative

5. Decide the advantages of

each alternative

6. Decide the importance of

each advantage

7. Evaluate the cost

Page 40: CHOOSING BY ADVANTAGES APPLYING A SOUND ......pros and cons) —Weighs factors, criteria, goals, roles, categories, objectives 4 SOUND DECISION MAKING ecisions must be based D on the

STEP 5 – DECIDE THE ADVANTAGES

40

DECISION-MAKING PHASE

Anchoring to the least preferred attribute, write the advantage

1

1 SCORE 2 SCORE 3 SCORE

Op

tio

n

MULTI-ZONE VAV 0

Op

tio

n

DOAS W/ACB 0

Op

tio

n

DOAS CHILLED BOX 0

1 Factor: ENERGY USE INTENSITY Attribute 126.1 88.5 89.1

Criteria: Lower is betterAdvantage

Lea

st -

030% lower EUI

029% lower EUI

0

2 Factor: MAINTAINABILITY

Attribute

AHUs and TUs DOAS units w/ERW; TUs;

secondary CHW loop pumps

and branch connections

DOAS units w/ERW; ECM

FPTUs with filter; secondary

CHW loop pumps and TU

connections

Criteria: Easier to access/fewer

components is betterAdvantage

Fewest components above

the ceiling; fewer hydronic

components above ceiling

and in MER.

0

Fewer components above the

ceiling0

Lea

st

-

0

3 Factor: ADAPTABILITY

Attribute

One (1) trade impacted

(sheet metal)

Two (2) trades impacted

(branch piping and ductwork

to each ACB)

One (1) trade impacted

(sheet metal)

Criteria: More easily adaptable is

betterAdvantage

Requires one (1) less trade0

Lea

st -

0Requires one (1) less trade

0

Page 41: CHOOSING BY ADVANTAGES APPLYING A SOUND ......pros and cons) —Weighs factors, criteria, goals, roles, categories, objectives 4 SOUND DECISION MAKING ecisions must be based D on the

STEP 5 – DECIDE THE ADVANTAGES

41

DECISION-MAKING PHASE

Identify the most important advantage in each factor

2

1 SCORE 2 SCORE 3 SCORE

Op

tio

n

MULTI-ZONE VAV 0

Op

tio

n

DOAS W/ACB 0

Op

tio

n

DOAS CHILLED BOX 0

1 Factor: ENERGY USE INTENSITY Attribute 126.1 88.5 89.1

Criteria: Lower is betterAdvantage

Lea

st -

0

Mo

st 30% lower EUI

029% lower EUI

0

2 Factor: MAINTAINABILITY

Attribute

AHUs and TUs DOAS units w/ERW; TUs;

secondary CHW loop pumps

and branch connections

DOAS units w/ERW; ECM

FPTUs with filter; secondary

CHW loop pumps and TU

connections

Criteria: Easier to access/fewer

components is betterAdvantage

Mo

st

Fewest components above

the ceiling; fewer hydronic

components above ceiling

and in MER.

0

Fewer components above the

ceiling0

Lea

st

-

0

3 Factor: ADAPTABILITY

Attribute

One (1) trade impacted

(sheet metal)

Two (2) trades impacted

(branch piping and ductwork

to each ACB)

One (1) trade impacted

(sheet metal)

Criteria: More easily adaptable is

betterAdvantage

Mo

st Requires one (1) less trade

0

Lea

st -

0Requires one (1) less trade

0

Page 42: CHOOSING BY ADVANTAGES APPLYING A SOUND ......pros and cons) —Weighs factors, criteria, goals, roles, categories, objectives 4 SOUND DECISION MAKING ecisions must be based D on the

STEP 5 – DECIDE THE ADVANTAGES

42

DECISION-MAKING PHASE

Select the Paramount Advantage

3

1 SCORE 2 SCORE 3 SCORE

Op

tio

n

MULTI-ZONE VAV 0

Op

tio

n

DOAS W/ACB 0

Op

tio

n

DOAS CHILLED BOX 0

1 Factor: ENERGY USE INTENSITY Attribute 126.1 88.5 89.1

Criteria: Lower is betterAdvantage

Lea

st -

0

Pa

ra 30% lower EUI0

29% lower EUI0

2 Factor: MAINTAINABILITY

Attribute

AHUs and TUs DOAS units w/ERW; TUs;

secondary CHW loop pumps

and branch connections

DOAS units w/ERW; ECM

FPTUs with filter; secondary

CHW loop pumps and TU

connections

Criteria: Easier to access/fewer

components is betterAdvantage

Mo

st

Fewest components above

the ceiling; fewer hydronic

components above ceiling

and in MER.

0

Fewer components above the

ceiling0

Lea

st

-

0

3 Factor: ADAPTABILITY

Attribute

One (1) trade impacted

(sheet metal)

Two (2) trades impacted

(branch piping and ductwork

to each ACB)

One (1) trade impacted

(sheet metal)

Criteria: More easily adaptable is

betterAdvantage

Mo

st Requires one (1) less trade

0

Lea

st -

0Requires one (1) less trade

0

Page 43: CHOOSING BY ADVANTAGES APPLYING A SOUND ......pros and cons) —Weighs factors, criteria, goals, roles, categories, objectives 4 SOUND DECISION MAKING ecisions must be based D on the

STEP 6 – DECIDE THE IMPORTANCE OF EACH ADVANTAGE

43

DECISION-MAKING PHASE1. Define factors

2. Define must have/want to have criteria

3. Formulate range of

alternatives

4. Describe the attributes of

each alternative

5. Decide the advantages of

each alternative

6. Decide the importance of

each advantage

7. Evaluate the cost

Page 44: CHOOSING BY ADVANTAGES APPLYING A SOUND ......pros and cons) —Weighs factors, criteria, goals, roles, categories, objectives 4 SOUND DECISION MAKING ecisions must be based D on the

STEP 6 – DECIDE IMPORTANCE OF EACH ADVANTAGE

44

DECISION-MAKING PHASE

Order Paramount and most important advantages Add importance score to most important advantagesDecide the importance of each remaining advantage

1

23

FACTOR ALTERNATIVE DESIGNATION ADVANTAGE IMPORTANCE

1.2 ENERGY USE INTENSITY DOAS W/ACB Para 30% lower EUI 100

1.3 ENERGY USE INTENSITY DOAS CHILLED BOX - 29% lower EUI 95

2.1 MAINTAINABILITY MULTI-ZONE VAV MostFewest components above clg; fewer hydronic

components above clg & in MER50

2.2 MAINTAINABILITY DOAS W/ACB - Fewer components above the ceiling 20

3.1 ADAPTABILITY MULTI-ZONE VAV Most Requires one (1) less trade 15

3.3 ADAPTABILITY DOAS CHILLED BOX - Requires one (1) less trade 10

1.1 ENERGY USE INTENSITY MULTI-ZONE VAV Least -

2.3 MAINTAINABILITY DOAS CHILLED BOX Least -

3.2 ADAPTABILITY DOAS W/ACB Least -

Page 45: CHOOSING BY ADVANTAGES APPLYING A SOUND ......pros and cons) —Weighs factors, criteria, goals, roles, categories, objectives 4 SOUND DECISION MAKING ecisions must be based D on the

STEP 6 – DECIDE IMPORTANCE OF EACH ADVANTAGE

45

DECISION-MAKING PHASE

1 SCORE 2 SCORE 3 SCORE

Op

tio

n

MULTI-ZONE VAV 65

Op

tio

n

DOAS W/ACB 120

Op

tio

n

DOAS CHILLED BOX 105

1 Factor: ENERGY USE INTENSITY Attribute 126.1 88.5 89.1

Criteria: Lower is betterAdvantage

Lea

st -

0

Pa

ra 30% lower EUI100

29% lower EUI95

2 Factor: MAINTAINABILITY

Attribute

AHUs and TUs DOAS units w/ERW; TUs;

secondary CHW loop pumps

and branch connections

DOAS units w/ERW; ECM

FPTUs with filter; secondary

CHW loop pumps and TU

connections

Criteria: Easier to access/fewer

components is better Advantage

Mo

st Fewest components above

clg; fewer hydronic

components above clg & in

50

Fewer components above the

ceiling 20

Lea

st -

0

3 Factor: ADAPTABILITY

Attribute

One (1) trade impacted

(sheet metal)

Two (2) trades impacted

(branch piping and ductwork

to each ACB)

One (1) trade impacted

(sheet metal)

Criteria: More easily adaptable is

betterAdvantage

Mo

st Requires one (1) less trade

15

Lea

st -

0Requires one (1) less trade

10

Page 46: CHOOSING BY ADVANTAGES APPLYING A SOUND ......pros and cons) —Weighs factors, criteria, goals, roles, categories, objectives 4 SOUND DECISION MAKING ecisions must be based D on the

STEP 7 – EVALUATE COST

46

TI VS. FIRST COST

FIRST COST

TOTAL

IMPORTANCE

1 MUTLI-ZONE VAV $ 11,435,553 65

2 DOAS W/ACB $ 11,786,787 120

3 DOAS CHILLED BOX $ 11,368,367 105

Page 47: CHOOSING BY ADVANTAGES APPLYING A SOUND ......pros and cons) —Weighs factors, criteria, goals, roles, categories, objectives 4 SOUND DECISION MAKING ecisions must be based D on the

STEP 7 – EVALUATE COST

47

TI VS. LIFE-CYCLE COST

LIFE-CYCLE COST

TOTAL

IMPORTANCE

1 MUTLI-ZONE VAV 20,175,945$ 65

2 DOAS W/ACB 18,392,106$ 120

3 DOAS CHILLED BOX 18,436,782$ 105

Page 48: CHOOSING BY ADVANTAGES APPLYING A SOUND ......pros and cons) —Weighs factors, criteria, goals, roles, categories, objectives 4 SOUND DECISION MAKING ecisions must be based D on the

CONCLUSION

48

Objective 1: Understand what constitutes a sound decision.

Objective 2: Learn the vocabulary of “Choosing by Advantages.”

Objective 3: Learn how to apply CBA to HVAC System Selection.

Page 49: CHOOSING BY ADVANTAGES APPLYING A SOUND ......pros and cons) —Weighs factors, criteria, goals, roles, categories, objectives 4 SOUND DECISION MAKING ecisions must be based D on the

QUESTIONS

Cindy Cogil

[email protected]

49