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©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com Standard Operations Track Software Retro Commissioning Presented by Ryan Ohlson, VP of Implementation Solutions

Software Retro Commissioning by EnergyCAP

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Retro Commissioning definition, terminology, details, implementation by EnergyCAP. Learn more at www.EnergyCAP.com/nobrainer.

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Page 1: Software Retro Commissioning by EnergyCAP

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Standard Operations Track

Software Retro CommissioningPresented by Ryan Ohlson, VP of Implementation Solutions

Page 2: Software Retro Commissioning by EnergyCAP

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Agenda:

Terminology

Retro Commissioning

What is Involved?

Getting Started

Page 3: Software Retro Commissioning by EnergyCAP

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Terminology

Page 4: Software Retro Commissioning by EnergyCAP

Commissioning is the process of preparing a system until its operation and staff are deemed ready for service

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Page 5: Software Retro Commissioning by EnergyCAP

Recommissioning is the process of restoring a system to specifications based on its original design intent

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Page 6: Software Retro Commissioning by EnergyCAP

Retro Commissioning is the process of improving a system’s functions and staff based on its current design intent

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Page 7: Software Retro Commissioning by EnergyCAP

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Retro Commissioning

Page 8: Software Retro Commissioning by EnergyCAP

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Four Phases of Retro Commissioning

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Triggered when a building changes ownership or its intended use is altered in some fashion

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

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©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Building Changes

Hours of Operation

Equipment Wear or Replacement

Expansion

New Data Center

Building Automation

HVAC

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Software Retro Commissioning is helpful when a system offers enhanced functions or its intended use is altered

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

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©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Enhanced Functions

Filterable Audits

Calendarization & Normalization

Electronic Billing

Chargeback Manager

Page 13: Software Retro Commissioning by EnergyCAP

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Enhanced Functions

Report Distribution

Setup & Update Worksheets

15 releases, 100s of improvements

Unused Existing Functionality

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©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Intended Use Changes

Accounting Changes

Performance Contracting / M&V

Forecasting

Chargeback Billing

Automation

Sustainability Reporting

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Success stories abound. One client discovered a report that turned a two-day job into one that takes a few minutes!!

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

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The same client discovered how to include GHG reductions gained from renewable energy purchases

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

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Data is messy. Clients often discover data errors that mask issues or lead to invalid conclusions about performance

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Page 18: Software Retro Commissioning by EnergyCAP

The Implementation Solutions staff are constantly implementing new and innovative solutions utilizing EnergyCAP technology to solve real-world problems

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

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©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

What is Involved?

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Release: We will make sure you’re using the latest versions of our software.

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

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Hosting: IT Resources strained? We can host you! Get updates as soon as they become available.

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

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Online: Are you aware of the new capabilities of EnergyCAP Online?

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

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Database Review: Trees, naming, organization, reporting enhancements, etc.

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

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Enhancements: How can enhanced functionality help you meet your goals?

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

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ENERGY STAR: Simplify submitting to Portfolio Manager. Increase visibility.

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

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Sustainability: Take advantage of the latest GHG factors and reporting methods.

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

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Cost Avoidance: Capture the true savings from the energy reduction measures your team is implementing.

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

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Groups: Perform Rate Analysis without hiring a third-party or additional staff.

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

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Primary Use and Place Type: Helpful for Group Analysis and Reporting.

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

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Rates: Necessary for Rate Analysis and Budget modifications.

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

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Budgets: Learn how to create, update, and manage budgets more effectively.

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

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Deregulated Accounts: Ensure they are setup properly for summary reporting and contract bids.

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

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Audits: Reduce the pile of audit flags to a manageable load and employ best practices to target the highest ROI.

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

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Automation: From reports to external stakeholders to billing and auditing, much can now be streamlined and automated.

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

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Custom Spreadsheets: Finding it difficult to extract the data you are entering in the way you want?

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Page 36: Software Retro Commissioning by EnergyCAP

Business Process Redesign: Workflow diagramming, task assignments, and opportunities for improvement

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Page 37: Software Retro Commissioning by EnergyCAP

Interfaces: EDI, electronic billing, A/P and A/R, submetering, asset management, work orders, and more!

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Page 38: Software Retro Commissioning by EnergyCAP

Training: Bring new and existing staff up to speed on how to best leverage EnergyCAP to accomplish their goals.

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

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Why Retro Commission? Confidence.

You want the maximum value for your investment of time and money.

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

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Count the cost. Ignorance can be very costly.

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

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©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Getting Started

Page 42: Software Retro Commissioning by EnergyCAP

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Reasons to Get StartedYou have been an EnergyCAP User for at least 3 years

You have hired staff or had turnover

You have not kept up with new features

Your business needs have changed

Page 43: Software Retro Commissioning by EnergyCAP

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Four Phases of Retro Commissioning

Page 44: Software Retro Commissioning by EnergyCAP

Begin by assessing your confidence level and what you might be missing.

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Page 45: Software Retro Commissioning by EnergyCAP

Setup a meeting to assess the scope of your need and discuss your constraints

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Page 46: Software Retro Commissioning by EnergyCAP

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Scope, Cost, Schedule

Page 47: Software Retro Commissioning by EnergyCAP

Define your constraints and request an Initial Walk-through to begin your Software Retro Commissioning project

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Page 48: Software Retro Commissioning by EnergyCAP

We provide a detailed report outlining our findings that you can use to self-perform or as a basis for a quote

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

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Evaluate the priority of implementing the suggestions in the report. There is no obligation to purchase anything.

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Page 50: Software Retro Commissioning by EnergyCAP

Reap the Rewards

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com

Page 51: Software Retro Commissioning by EnergyCAP

Questions

Visit the Ace Place to learn more!

©2013 EnergyCAP, Inc. ▪ @energycap ▪ www.EnergyCAP.com