[Code of Federal Regulations]
[Title 10, Volume 3]
[Revised as of January 1, 2001]
From the U.S. Government Printing Office via GPO Access
[CITE: 10CFR435.110]

[Page 583-586]
 
                            TITLE 10--ENERGY
 
                    CHAPTER II--DEPARTMENT OF ENERGY
 
PART 435--ENERGY CONSERVATION VOLUNTARY PERFORMANCE STANDARDS FOR NEW BUILDINGS; MANDATORY FOR FEDERAL BUILDINGS--Table of Contents
 
Subpart A--Voluntary Performance Standards for New Commercial and Multi-
 Family High Rise Residential Buildings; Mandatory for Federal Buildings
 
Sec. 435.110  Energy management.

                              10.1  General

    10.1.1  This section contains minimum requirements for building 
energy management systems. It describes the energy measurement, control, 
testing and documentation that shall be provided to the building owner. 
The intent is to minimize energy use by providing the building operator 
with design, construction and equipment data, along with a means of 
testing the completed facility.
    10.1.2  A building shall be considered in compliance with this 
section if the minimum requirements of Section 10.3 are met.

                       10.2  Principles of Design

                10.2.1  Energy Management Control Systems

    10.2.1.1  An energy management control system is critical to the 
effective management of building energy. Energy management systems 
require measurements at key points in the building system and must be 
capable of part-load operation recognition and be equipped with controls 
to match system capacity to load demands.
    10.2.1.2  Controls cannot correct inadequate source equipment, 
poorly selected components, or mismatched systems. Energy efficiency 
requires a design that is optimized by realistic loads prediction, 
careful system selection, and full control provisions.

                10.2.2  Building Operating Documentation

    10.2.2.1  The building construction drawings and specifications must 
show system types, sizes, performance criteria, controls, and materials 
intended for use prior to construction. The system designer shall 
provide or specify that documentation be provided for the education and 
guidance of the building operator showing the actual elements that have 
been installed, how they have been installed, how they performed during 
testing, and how they operate as a system in the completed facility. 
Since minimum energy use is the ultimate goal, operating procedures are 
one of the major factors in controlling energy use in buildings. The 
activities of building occupants and operators can result in differences 
as great as two to one in the energy consumption of essentially similar 
buildings. While neither the designer nor these standards can control 
the way the building is actually operated, the designer shall contribute 
to the

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education and guidance of the building operator by including this 
documentation in the contract specifications.
    10.2.2.2  The building operator shall be provided with the 
following:
    10.2.2.2.1  As-built drawings and specifications;
    10.2.2.2.2  Operating manuals with a schematic diagram, sequence of 
operation and system operating criteria for each and all systems 
installed;
    10.2.2.2.3  Where the building systems are complex, a comprehensive 
balancing and testing program and report to demonstrate the energy 
performance capabilities of the system; and
    10.2.2.2.4  Maintenance manuals with complete information for all 
major components in the facility.

                       10.3  Minimum Requirements

    10.3.1  Each distinct utility-provided energy service shall be 
metered. This shall apply to central and individual tenant meters. Such 
meters shall be located, or arranged, so that the meter can be visually 
monitored.
    10.3.2  Each distinct commercially-provided energy service shall 
have a system to measure and record the amount of energy being 
delivered, based on the energy content.
    10.3.3  The energy delivery systems shall be arranged to allow 
individual measurement of occupant lighting and outlet services, 
production processes, auxiliary systems, service water heating, space 
heating, space cooling, and HVAC delivery systems.
    10.3.4  Provisions shall be made for the measurement of energy 
inputs and outputs (flow, temperature, pressure, etc.) to determine 
equipment energy consumption and/or installed performance capabilities 
and efficiencies of all heating, cooling, and HVAC delivery systems 
equipment, greater than 20 kVA or 60,000 Btu/h energy input.

               10.3.5  Energy Measurement lnstrumentation

    10.3.5.1  In buildings or tenant areas with electric service greater 
than 150 kVA or fuel use greater than 500,000 Btu/h, energy use shall be 
measured for electrical lighting, miscellaneous power outlets, HVAC 
systems and equipment, service hot water, and process loads and when the 
peak use of:
    10.3.5.1.1  Production processes, including manufacturing, 
computers, laundries, kitchens, etc., is greater than 100 kVA or 300,000 
Btu/h;
    10.3.5.1.2  Auxiliary systems and service water heating is greater 
than 100 kVA or 300,000 Btu/h;
    10.3.5.1.3  Space heating (including reheat) is greater than 100 kVA 
or 300,000 Btu/h;
    10.3.5.1.4  Space cooling is greater than 100 kVA or 300,000 Btu/h; 
and
    10.3.5.1.5  HVAC delivery systems is greater than 100 kVA or 300,000 
Btu/h.
    10.3.5.1.6  Exception to section 10.3.5.1:
    (a) When there is an energy service for only 2 of the 6 categories 
listed, a single measurement may be made for the larger of the two 
energy services and the second use determined by subtraction from the 
primary service measurements.

                      10.3.6  HVAC System Controls

    10.3.6.1  The designer shall designate, specify, or otherwise show 
in the construction documents the type of controls and control systems 
needed. This shall include a description or sequence of control of the 
system's operational procedures.
    10.3.6.2  Controls may be electric, pneumatic, electronic, or direct 
digital. Control action may be ``on/off'', or proportional that can use 
manual, automatic, or remote reset and can have rate of action or 
derivative action compensation as designated by the designer. Control 
devices may be provided by the manufacturers of equipment or by the 
field installers, but all shall be compatible with the design sequence 
of control. The designer shall designate accuracy and long term 
requirements for controls.
    10.3.6.3  All primary energy conversion equipment such as boilers, 
heat exchangers, refrigeration units, furnaces and heat pumps shall have 
a load activated local control loop for each piece of equipment. 
Controls for multiple equipment shall integrate the individual control 
units or provide system control for all the units.
    10.3.6.4  All energy delivery systems shall have a local control 
loop for each system.
    10.3.6.5  Energy consuming systems or components with a peak use 
greater

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than 1 kW or 3,500 Btu/h shall be provided with a means of shut-off when 
occupancy or weather conditions do not require its operation.
    10.3.6.6  The control equipment provided for local control loops 
except for ``on/off'' and self-contained sensor devices shall be 
arranged so that sensing, control action, and control setting variables 
can be read or tested at the device.
    10.3.6.7  Control loops for terminal unit zones with less than 24 
hours per day or 7 days per week occupancy shall have separate control 
points for day and night heating and cooling. The devices shall be 
capable of local resetting, and have provisions for remote management 
system selection of the occupied or unoccupied heating or cooling mode 
of operation.

             10.3.7  Central Monitoring and Control Systems

    10.3.7.1  A central monitoring and control system shall be provided 
in any building or submetered tenant space exceeding 40,000 ft\2\ in 
gross floor area.
    10.3.7.2  The minimum energy management requirements for such a 
system shall be to:
    10.3.7.2.1  Read and retain daily totals for all energy measurement 
instruments;
    10.3.7.2.2  Total all energy values weekly and record and retain 
values placed on a summary report;
    10.3.7.2.3  Record and plot hourly outdoor and indoor temperatures 
against real time and summarize and report for each year in a format 
compatible with degree-days or bin temperature;
    10.3.7.2.4  Based on time schedules, turn on or off any HVAC or 
service water heating system or equipment;
    10.3.7.2.5  Based on time schedules, turn on or off major building 
lighting and occupancy power circuits;
    10.3.7.2.6  Reset local loop control systems for HVAC equipment;
    10.3.7.2.7  Monitor and verify operation of heating, cooling and 
energy delivery systems;
    10.3.7.2.8  Monitor and verify operation of lighting and occupant 
power, auxiliary and service hot water systems;
    10.3.7.2.9  Provide readily accessible override controls so that 
time-based HVAC and lighting controls may be temporarily overridden 
during off hours; and
    10.3.7.2.10  Provide optimum start/stop for HVAC systems.

                     10.3.8  Completion Requirements

    10.3.8.1  The building construction documents shall describe the 
requirements for placing all energy management systems in operation. 
This includes check-out procedures and all controls and metering 
equipment operational information.
    10.3.8.2  The building construction documents shall describe the 
requirements for balancing and check-out procedures for all HVAC systems 
and equipment. All HVAC system balancing shall be required to be 
accomplished in a manner to minimize throttling losses. In air systems, 
fan speeds shall be required to be adjusted to meet design conditions. 
Water systems shall be required to be proportionally adjusted to 
minimize throttling losses and then corrected to design flow conditions 
by trimming the pump impeller or changing pump speed. The design 
specifications shall state that a pump shall not be brought to final 
flow conditions by valving.
    10.3.8.3  The building construction documents shall describe the 
requirements for control system testing to assure that control elements 
are calibrated, ranges adjusted, set points ascertained, and full travel 
of moveable elements assured. All elements in the control system shall 
be tested with the system in operation.

                   10.3.9  Energy Performance Testing

    10.3.9.1  The building construction documents shall describe the 
requirements for determining building energy performance in the 
completed, operational building.
    10.3.9.2  The building energy performance testing shall be performed 
in winter for heating and in summer for cooling. These tests shall 
ascertain the in-site capabilities of all HVAC systems and equipment. 
Internal building loads shall be accounted for in assessing cooling 
performance. Heating performance shall be determined during

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unoccupied night time periods during winter weather. If any internal 
load, such as lighting, contributes to building heating, such loads 
shall be accounted for in assessing heating performance.
    10.3.9.3  Energy use measurements shall be made for the overall 
building system while HVAC system performance is being tested. Each 
energy management and control system shall be used to determine energy 
use for:
    10.3.9.3.1  Utility energy;
    10.3.9.3.2  Commercial service energy:
    10.3.9.3.3  Occupant lighting and receptacle power;
    10.3.9.3.4  Production process energy;
    10.3.9.3.5  Auxiliary systems and service water heating energy;
    10.3.9.3.6  Space heating energy;
    10.3.9.3.7  Space cooling energy; and
    10.3.9.3.8  HVAC delivery system energy.
    10.3.9.3.9  Test periods shall be at least six (6) hours in 
duration. Hourly outdoor and indoor temperatures, solar intensity during 
a day test, and wind speed during a night test shall be recorded.
    10.3.9.4  The building energy performance test data shall, at 
minimum, measure energy use and outdoor temperatures hourly for each 
test period.

                10.3.10  Documentation Data Requirements

    10.3.10.1  As-built information shall be provided for all the 
following energy-related features of the building:
    10.3.10.1.1  Thermal and solar/optical transmission characteristics 
of the building envelope, including infiltration;
    10.3.10.1.2  The operating characteristics of the HVAC, lighting, 
and service water heating equipment and systems;
    10.3.10.1.3  Internal heat gain contributed by equipment and 
processes; and
    10.3.10.1.4  The operating characteristics of controls.
    10.3.10.2  A summary report shall be provided outlining the design 
basis data for the building envelope, the internal heat gains, the 
weather extremes, major heating/cooling equipment sizes and sequence of 
operation.
    10.3.10.3  The construction documents shall require that shop 
drawings, schematic diagrams, control sequence, maintenance manuals, and 
operating instructions, with data on all HVAC, auxiliary equipment and 
service water heating systems be provided to the owner.
    10.3.10.4  A system balancing report shall be provided that follows 
National Environmental Balancing Bureau or the Association of Air 
Balancing Council formats with an extra section summarizing the energy-
related values gathered during balancing.
    10.3.10.5  An energy performance test report shall be provided 
showing all the data gathered during the energy performance tests. The 
results shall be presented in a format that provides convenient 
comparison with design values.