(1) The SEED process follows typical design
process steps as the organizing principle. If the project does not fit the
suggested steps, an alternative plan may be developed between the department
and the agency.
(2) Meetings in
this section of these rules may be eliminated or combined with other meetings
as deemed appropriate by the department.
Pre-Design or Programming Phase. The
purpose of the SEED process is to ensure that energy efficiency is an integral
part of the building design.
Meeting. Early in the pre-design or programming phase, the agency and the
department shall meet to:
(A) Discuss the
scope of the project;
the role of the department including, but not limited to, the level of
involvement, decision authority on behalf of the owner, and relationship with
contractors. The department shall be notified of all meetings where significant
review of or final decisions about energy systems are anticipated.
(C) Develop the RFP and contract. The RFP and
the contract's statement of work must include a reference to building a "highly
energy efficient facility" as defined in these rules and to the SEED process.
The department may develop language for the agency to use for including energy
efficient design in the request for proposals and the contract for
architectural and engineering services. Upon request, the department will
review or comment on the RFP, contract or energy qualifications of proposals as
an expanded service under section (9).
The agency must hire an energy analyst as
described in OAR 330-130-0090
Schematic Design Phase:
Energy Planning Session. Early in the
Schematic Design Phase, the agency, design team, department and energy analyst
shall meet to further define the items in the list below:
(i) Project design;
(ii) Construction schedule;
(iii) Energy goals of the project
(iv) Design criteria;
(v) Integrated energy design approach;
(vi) Energy systems performance
verification plan; and
Preliminary Investigation. Working with the agency and the design team, the
energy analyst must prepare a comprehensive list of ECMs to capture significant
opportunities for building energy savings. Two weeks before the scoping process
(under section (2)(c)), the agency must deliver to the department the following
(i) Description of the baseline
building and its energy-using systems;
(ii) List of proposed ECMs;
(iii) Approach and tools for modeling;
(iv) Initial building plans;
(v) Design intent;
(vi) Description of operating criteria; and
(vii) Results of preliminary
modeling effort, if any.
(c) Scoping Process. The department, the
agency, the design team, and the energy analyst shall select the ECMs for
analysis. If needed, further refinement of the modeling effort may be discussed
and decided upon.
Design Development Phase:
(a) Baseline and
individual ECM analysis. The energy analyst shall use the building model for
baseline building analysis and individual ECM analysis. The energy analyst may
use fully documented manual calculations for simple, non-interactive ECMs and
may eliminate potential ECMs with preliminary estimates of costs and savings if
the simple payback is greater than the equipment life.
(b) Metering Plan. The agency, in
consultation with the energy analyst, the design team and the department, must
specify what types of utility meters are to be installed and what system is to
be used to monitor the building's energy use. Where practical, sub-metering
shall be provided on major energy-using equipment or systems. This Metering
Plan must be incorporated in the energy systems performance verification plan.
Interim Submittal and Review.
Two weeks before the ECM Review Meeting, the agency must submit to the
department the preliminary energy analysis report. The department will review
the preliminary energy analysis report and provide its written or verbal
comments and recommendations to the agency prior to the ECM review meeting. The
following items must be submitted as part of the preliminary energy analysis
(A) Narrative describing the baseline
building and the proposed ECMs;
Tables showing energy use for the baseline building and the building with
building model input and output;
(D) List of eliminated ECMs and
(E) Analysis results
for individual ECMs; and
Review Meeting. The department, the agency, the design team, and the energy
analyst shall meet to review and agree on the results in the preliminary energy
Construction Documents Phase:
Implementation of Cost-Effective Measures. The agency must incorporate the
Optimum ECM Package into the final building design.
(b) Submittal of Construction Documents. The
agency shall provide the department with construction documents in sufficient
detail to verify that the Optimum ECM Package will be included in the final
construction documents and specifications no later than at 90 percent design
completion. This submittal must also include the preliminary energy systems
performance verification plan.
The department shall review this submittal and forward its written findings and
recommendations to the agency within 10 working days after receiving the
documents, if practicable.
(a) Contractor Submittals and Substitutions.
The design firm shall ensure that contractor equipment submittals, requests for
substitutions and change orders adhere to the ECM design intent. The design
firm must send any substitutions or submittals that differ from the ECM design
intent to the department for review.
(b) Final Report Submittal. The agency shall
deliver the final energy analysis report containing the Optimum ECM Package and
projected energy use to the department for review.
(c) Delivery of the department findings. The
department shall review the report and forward its written findings and
recommendations to the agency within 10 working days after receiving the
report, if practicable.
Inspections. To verify that ECMs are installed correctly and operating
efficiently, the department or its representative may make walk-through site
inspections during the installation of ECMs.
(e) Performance verification. The energy
systems performance verification plan must be carried out and a copy of the
commissioning report (if applicable) must be submitted to the department.
(f) Training. Training must be
provided for building operators and a training plan must be incorporated into
the performance verification plan. The training should parallel the operations
manual prepared for the owner. It is highly recommended that instruction on the
design intent and operation of the building as a system also be offered to the
owners and occupants of the new facility.
Monitoring. Actual building operation
will be compared with assumptions made in the final design phase energy
analysis. If significant differences in schedules, equipment, operation, etc.
exist, a calibrated energy model must be submitted at the discretion of the
department (i.e., if actual energy use is more than five percent of predicted
energy use). During the first 18 months into occupancy, energy use by the
building systems must be monitored and compared with the modeling results. If
significant differences between the actual energy use and the model predictions
result, the agency must investigate to find the cause, so that:
(A) An adjustment can be made to the
operation of the building; or
An explanation for the difference can be found that is acceptable to the agency
and the department. The agency must send its findings to the department.
(b) Buildings not
meeting energy use goals. If, after monitoring the building for 18 months, the
building's performance does not meet the projected energy use because of
reasons reported under (7)(a), the agency shall submit an energy conservation
plan to the department within 90 days after reporting the above target energy
use. This plan will outline the modifications to be made until monitoring shows
that the building meets the projected energy use, or all reasonable attempts to
reduce the energy use have been made. A report of these remedial actions must
be submitted to the department.
SEED Award. The department shall give the SEED Award to the agency if the
building complies with these SEED rules, is a "highly energy efficient
facility," and meets the criteria for the SEED award as determined in the SEED
Waiver. The director of the department may waive part of these rules when an
agency cannot comply due to extenuating circumstances such as for health or
safety reasons, or the building has been designated a historic site.
Expanded Services. Expanded services are
services provided by the department that are outside the scope of OAR
through OAR 330-130-0100
. Such services may include, but are not
(a) Acting as the owner's agent
on energy issues;
during various phases of the design process and when the building is occupied;
(c) Building commissioning; and
(d) Providing resource
conservation management assistance and training as needed or requested by the