TC 1.8 Research/Program/Handbook Subcommittee Meeting Agenda

Sunday -- January 14, 2002, 2:15 – 4:15 PM, Atlantic City, Caesars/Zeus Room

1.   Call to Order, Welcome, Introductions

The meeting was called to order by Chairman Terry Cornell. All persons present were introduced and the Chair reviewed the agenda.

2.   Meeting Attendance

Voting Members:

Terry Cornell, Jim Poulos, Bill Thomaston, Carl Hiller, Klas Haglid, Alex Sleiman and Nance Lovvorn

 

Corresponding Members:

Bruce Lindsay, Matt Mullen, J.B. Sing, Barry Bridges and Wayne Webster

 

Visitors:

John Shonder, Mike Chapman, James Persaud, Kristin Heinemeier, Melissa Madgett and Jim Mangini

 

Quorum Check:

7 out of 9 voting members present

3.   Cincinnati Meeting Minutes Approval

The minutes from the Cincinnati meeting were approved as submitted (motion made by Klas Haglid, seconded by B. Thomaston).

4.   Handbook (B. Thomaston)

·        Revised Chapter on Owning and Operating Costs will be incorporated into the 2003 HVAC Applications Handbook - Final Date for changes March 23rd

·        Revisions proposed prior to and during the Handbook Subcommittee Meeting include the following:

-        Revisions proposed during previous cycle (K. Haglid, T. Cornell, M. Mullen)

-        Revised text under operating costs (B. Thomaston, K. Haglid, T. Cornell, M. Mullen)

-        Revisions to Tables 3 & 4 (H. Sachs, J. Poulos, W. Webster)

-        Incorporation of data from RP929 (W. Webster)

·        B. Thomaston motioned, seconded by K. Haglid to remove Table 4 and recommend this to the TAC.  Rejected – 1 in favor, 6 against.

·        B. Thomaston motioned, seconded by N. Lovvorn to retain Table 4 but add additional qualifiers and footnotes.  It was noted that research funds are currently being requested by TC 1.8 to update this information.  Approved – Unanimous vote.

·        Nance motioned, second by C. Hiller to wait for further approval of Chapter 35 changes pending further review.  Approved –Unanimous vote

5.   Research (J. Poulos)

·        Work Statements (Active)

-        Interactive Web-based Owning and Operating Cost Database (T. Cornell)

·        Work Statements (Proposed)

-        Priority 1 Work Statement and recommendations and changes, interactive web-based owning and operating database.  GO and no Go statements and controls for project.  Included 6 potential bidders.  Jim will work with ASHRAE special publications to verify there commitment and acceptance of keeping and maintaining the interactive web-based owning and operating cost database in a letter to show agreement.  (J. Poulus)

-        Estimated Maintenance Costs for Typical Buildings (B. Lindsay)

-        LCC Database (M. Mullen)

-        Motioned by T. Cornell seconded by C. Hiller

·        Related Research

-        ORNL Maintenance Cost Database update (M. Martin)

·        Work Statements (Inactive)

-        HVAC Operating Costs (T. Cornell)

-        HVAC Systems Installed Costs (J. Watson)

-        Replacement Intervals and Service Life for HVAC Equipment and Systems (J. Watson)

-        Operating and Maintenance Design and Documentation (W. Webster)

·        Technical Papers

-        HVAC Maintenance Costs (ADM)

-        Impact of Staff Training on Operating and Maintenance Costs (Engineering Interface)

6.   Program (K. Haglid)

·        Past Programs (Cincinnati)

-         Forum 24 - Discussion and Demonstration of an Interactive Website for Construction and Maintenance Costs of HVAC Systems, CC/268, Tuesday, June 26, 2001 9:00 –  9:50AM.

·        Current Programs

-         Forum 8 - Methods for Estimating Maintenance Costs – Sunday 1/13/2002 at 1:00 to 1:50 PM. Moderator Bruce Lindsay

-         See Attached Notes

-         Forum 20 - Simulated data v. Measured Data for OSM Cost.  What do you want?  Moderator Klas C. Haglid.

-         See Attached Notes

·        Future Programs

-     Hawaii – How would you like the Maintenance Data presented.  (K. Haglid)

-     Chicago – (Seminar) Finance v. appropriations, which is the better deal for government projects, ESPC  (M. Martin & K. Haglid)

-     Chicago - New Trends in HVAC Maintenance (Outsourcing, Internet tracking).  (Bruce Lindsay)

-         Kansas City – Seminar on Sprint Head Quarters, Union Station, Hall Mark, Utilicor on O & M (Bruce Lindsay)

-         Motioned B. Thomaston seconded by J. Poulus to accept programs as presented.  Approved - Unanimous vote.

·        Deadline for Honolulu programs is February 8, and August 2, for Chicago Programs submission.

7.   Additional Business

·        TC 9.9 Building Commissioning – Jim Poulus has volunteered to be a liaison and work with TC 9.9 to work on areas of joint interest.

·        T. Cornell received a request for technical bulletins pertaining to owning and operating costs; will be forwarded to C. Hiller for further review.

·        T. Cornell stated that there was communication that TC 1.8 needed to address geographical factors on data.

8.   Adjournment

 


Forum Notes

 

From:         Jim Poulos

Re:      Forum  8 – Methods for Estimating Maintenance Costs

 

I took notes of the forum attendee’s questions and comments.  Here’s my notes:

 

ASHRAE Winter Meeting 2002 – Atlantic City, NJ

Sunday, Jan. 13, 2002

Attendees:  40 maximum, 25 at start, 36 at conclusion

 

Moderator summarized the existing situation regarding the table in the Handbook and the work the TC has been doing to this point in attempt to update the data.  Moderator then opened the floor for questions / comments. 

 

A total of 14 different attendees asked questions or offered comments, some more than once as noted in the following bullets. 

 

Moderator:  How are you currently estimating maintenance costs?

 

Speaker #1 (S1):  His company, a large HVAC equipment manufacturer, uses an in-house developed Microsoft Access database.

 

S2:  An informal survey of local service contractors revealed that most small-sized companies purchase one of two third-party estimating software programs.  The service contractors must input their own rates and other data to “seed” the program.

 

S3:  Mean’s data is actually 30 year old CERL data.

 

S4:  30 year old data doesn’t reflect today’s equipment.

 

S5:  His company, a large multi-facility owner, uses historical square foot data.

 

S6:  Today, schools don’t do preventive maintenance, just repair.

 

 

Moderator:  Is maintenance cost estimating data important to you?

 

S4:  Don’t use it in his field, but if he did it would be important to have access to such data.

 

S7:  Maintenance costs are important for his company’s analyses.  The problem is justifying and relating their estimates to actual values.  He uses the ASHRAE equation and then “massages” the output based on experience.

 

S8:  It is very useful.  He’s trying to do estimating now without benefit of a good methodology or data.

 

S9:  It is very useful.  The government wants to know if ESPC maintenance contracts are in a realistic range.

 

S7:  Maintenance costs have “swung” projects for his clients making decisions on implementation.

 

Moderator:  Are maintenance costs important in selecting equipment?

 

S6:  Yes, when doing life cycle cost-based selection.

 

Moderator:  Are there other sources for this information out there?

 

S5:  Tradeline, maybe.

 

S10:  Large public facility owners may have data.

 

Moderator:  Government and large manufacturers will tend to have data for a relatively high level of maintenance service quality.  Is this level of service quality typical?

 

S4:  One must define the scope of service, else will get a wide range of contractor quotes.

 

S11:  Public has a need that the appropriate level of quality be defined and looks to ASHRAE to provide this direction.

 

S4:  Does ASHRAE have a definition of good service?

 

Moderator:  ASHRAE refers to manufacturers recommendations.

 

S5:  What is the purpose of this information.  ASHRAE’s data would be used as a “sanity check”; that the service proposed by a contractor conforms with generally accepted industry practices.

 

S6:  The web-based database could correlate maintenance costs to relative energy costs.

 

Moderator:  Is there a need to break out the data by market segment?

 

(Most everyone in the audience nodded in agreement.)

 

S1:  Need to break out data even further.  Prefers maintenance costs data for various types of equipment rather than on a square foot basis.

 

S3:  We need a hybrid approach for those who need a quick estimate for budgeting purposes and those who need to select equipment types based on relative costs.

 

S12:  Perhaps presenting data in percentiles would help explain the limit of applicability.

 

S4:  Rather than define the break outs now, let the research show what data “shakes out” [which parameters affect costs].

 

S6:  Providing more data, sooner is better for ASHRAE members than waiting until gather enough data to develop statistically relevant conclusions.

 

Moderator:  Would you be willing to pay for access to such data?

 

S13:  Yes, if know its current data.  Current data is out of date and not worth any payment.  It needs to be available electronically.

 

(Several attendees nodded in agreement.)

 

S14:  ASHRAE data has more perceived value than manufacturer’s data.

 

S3:  The database will only be as good as what members contribute to it.

 

S14:  Members will only contribute to it once they perceive it has value.

 

Moderator:  Would you contribute to this database?

 

(More nodding heads, but no comments.)

 

S4:  Would it better to evaluate the manufacturer’s estimating tools rather then ASHRAE build its own?

 

 


Forum Notes

 

From:         Klas Haglid

 

Re:      Forum  20 – Simulated Data v. Measured Data for O&M Costs What Do You                                       Want?

 

I took notes of the forum attendee’s questions and comments.  Here are my notes:

 

ASHRAE Winter Meeting 2002 – Atlantic City, NJ

Wednesday, Jan. 16, 2002

 

-         We need measured data to verify Super ESPC, with Items paid off through buy savings or life cycle costing.

 

-         Simulated Data is hard to justify; historical data is a good indicator of the future.

 

-         Super ESPC has to justify O&M Costs.

 

-         As a Government Employee we need help verifying M & O costs to auditors.

 

-         1983 data is out of date.

 

-         We need both simulated and measured data.  Sometimes we have to benchmark a building that does not even exist yet.

 

-         Need to set up different categories for different buildings.

 

-         Potential several different tables needed

 

-         Maintenance Strategy Effects

-         Non-Destructive Testing

-         Scheduled Maintenance

-         Maintenance as needed

-         Different labor forces used

-         Quality of labor used