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United States Air Force Passive Solar Handbook Programming Guide Volume III
Transcript

United States Air Force

Passive Solar HandbookProgramming Guide

Volume III

Daniel
Text Box
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Foreword

The United States Air Force is committed to energy efficiencyand the use of renewable forms of energy in all of its facilitieswhen shown to be reliable and cost effective. In its response tothe Military Construction Codification Act of 10 USC 2801,Executive Order 12003 and Office of the Secretary of Defensedirectives, the Air Force has implemented numerous policies andprocedures to significantly reduce the usage of fossil fuel derivedenergy. Since the oil embargo of the early 1970's, the Air Forcehas encouraged and demonstrated the integration of a variety ofenergy conserving features, including solar applications, in itsfacilities. Passive solar systems represent one type of solarapplication that can be used in almost all facilities to improvetheir energy efficiency and to lower their energy costs.

The audience for this five-volume passive solar handbook is thenumerous Air Force personnel and others responsible forprogramming, planning, designing, supervising construction,commissioning, and operating and maintaining Air Forcecommercial-type facilities worldwide. This handbook wasdeveloped in response to MAJCOM and base needs forinformation on the integration of passive solar systems into newAir Force commercial-type facilities.

The goal of the Air Force Passive Solar Handbook series is tointegrate passive solar concepts into the Air Force planning,programming, design, construction, and operation processes forcommercial-type facilities.

The five volumes of the Passive Solar Handbook are as follows:

Volume I: Introduction to Passive Solar ConceptsVolume II: Comprehensive Planning GuideVolume III: Programming GuideVolume IV: Passive Solar Design (proposed)Volume V: Construction Inspection (proposed)

This is the third volume of the series.

Joseph A. Ahearn, Major General, USAFDirector of Engineering and Services

Programming Guide i

Acknowledgements

This handbook was written by Architectural Energy Corporationunder contract to the United States Air Force EngineeringDirectorate. We wish to acknowledge the support and technicalassistance of Refugio Fernandez, HQ USAF/LEEDE, andCharles F. Lewis, HQ USAF/LEEDX. On their behalf, we wish toacknowledge others throughout the United States Air Force whoreviewed earlier drafts of this handbook.

Architectural Energy Corporation staff responsible for theresearch, building energy simulations, software development,writing, graphic design, layout, proofreading and camera-readyproduction include Michael J. Holtz, Claude L. Robbins, DonaldJ. Frey, David N. Wortman, Peter A. Oatman, Joan M.Gregerson, Chris Mack, Linda J. Ross, and Tracy Ashleigh. P.S.Computer Graphics Inc. assisted with the camera-readyproduction and coordinated the color separation and printing.

We would also like to thank Dr. Subrato Chandra and Dr. RossMcCluney of the Florida Solar Energy Center for their help inour analysis of warm-humid climates.

Michael J Holtz, A.I.A. PresidentArchitectural Energy Corporation

Additional copies of this handbook may be obtained from:

Architectural Energy Corporation2540 Frontier Avenue, Suite 201Boulder, Colorado 80301 USA(303) 444-4149 FAX (303) 444-4304

Table of Contents

Foreword

Acknowledgements

1.0 How To Use This Volume 1

Introduction 1Preparing Documents Using This Volume 1

2.0 Preparing DD Form 1391 2

Introduction 2Five-Year Plan Submission 235% Design Submission 5

3.0 Preparing a Project Book 6

Introduction 6Project Book 6Tab B 7Tab C 7Tab D 8Tab E 9Tab F 9Tab J 10Tab M 10Tab N 10Tab P 11

4.0

5.0

Preparing Design Instructions 12

Preparing a CBD Announcement 13

Introduction 13Project Description 13Evaluation Factors 14A-E Forms 254 and 255 Evaluation 14Standard Form 254 15Standard Form 255 15

6.0 Checklist 16

Index 21

Introduction 16Preparing DD Form 1391 16Preparing a Project Book 16Preparing Design Instructions 18Preparing a CBD Announcement 19

Programming Guide iii

iv Volume III

How To Use This Volume 1.0

This volume of the handbook supports the process ofprogramming Air Force commercial-type (nonfamily housing)facilities. Its focus is the inclusion of passive solar designinformation in standard Air Force facility programmingdocuments. The goal is to reduce energy consumption incommercial-type facilities through the application of reliable andcost-effective passive solar design concepts. This goal can beachieved only if Air Force facility programmers are bothknowledgeable and sensitive to the requirements of passive solardesign, and also understand how to include passive solar designrequirements in programming documents.

Introduction

Four key facility program documents are discussed in thisvolume of the handbook:

DD Form 1391Project BookDesign InstructionsCBD Announcement

Facility Planning Documents

These documents represent the most important elements of thedecision-making process for determining the need for, cost of, anddesign of Air Force commercial-type facilities. If passive solardesign is to be included or considered in a new facility, it must beso stated consistently in each of these documents.

Each chapter discusses the preparation of one of these facilityprogramming documents. Where passive solar designinformation should appear in these documents, it is presentedalong with examples. A checklist is presented in Chapter 6.0 as areminder of the key points for preparing the program documents.This checklist can be referred to at a later time without the needto reread the entire manual.

Volume III, in total, represents Step 10 of the comprehensiveplanning process for passive solar facilities as presented inVolume II: Comprehensive Planning Guide. Step 10 isconcerned with the appropriate application of passive solardesign information in standard Air Force facility planningdocuments.

Step 10:Complete Documentation

Each of the four facility programming documents may beprepared by different organizational units within the Air Forcefacility construction program. Therefore, the simplest way ofusing this volume is for each Air Force organization to referdirectly to the chapter that describes the document for whichthey are responsible. We recommend, however, that all chaptersbe read so that the relationship of the various programmingdocuments is understood. This information will enable thefacility programming staff to prepare clear, concise documentsthat effectively incorporate passive solar design information.

PreparingDocuments UsingThis Volume

Programming Guide 1

2.0 Preparing DD Form

Introduction The proper and effective inclusion of passive solar designinformation in DD Form 1391 enhances the probability of projectapproval.

A DD Form 1391 is prepared at two distinct stages of the facilityplanning and procurement process. Upon definition of a facilityneed, a DD Form 1391 is prepared and included in the Base orMAJCOM five-year plan. Assuming the project is accepted by theSenior Air Staff and the Office of the Secretary of the Defense, asecond DD Form 1391 is prepared at the 35% design stage forsubmission to Congress for construction funding approval.Obviously, the level of information is very general in the five-yearplan submission and is more specific in the 35% designsubmission. The appropriate locations and types of informationto include in each of the submissions are discussed below.

Five-Year PlanSubmission

This DD Form 1391 submission initiates the multiyear processfor justifying, designing, and constructing an Air Force facility.This occurs at the conclusion of Base or MAJCOMComprehensive Planning where overall short-, mid-, and long-term facility requirements have been established. Volume II ofthe Passive Solar Handbook, Comprehensive Planning Guide,will be used to identify the most energy cost saving passive solardesign features.

The portions of DD Form 1391 that are appropriate locations forincluding passive solar design information are items 9 (CostEstimates: Supporting Facilities), 10 (Description of ProposedConstruction), and 11 (Requirement). Passive solar designinformation and examples for each of the items are presentedbelow.

Item 9 Item 9 is divided into cost categories of Primary Facility,Supporting Facilities, Contingency, and Supervision - Inspection- Overhead. As a matter of general philosophy, all designs shouldincorporate passive solar design features and the costs for thesefeatures should be included in the Primary Facility budget.However, where additional funding is required, beyond theaccepted unit cost per square foot guideline, and has been shownto save energy costs (from Volume II, Comprehensive PlanningGuide), this amount should appear as a separate element withinthe Supporting Facilities cost category entitled Passive SolarDesign. See Figure 2-1.

2

Preparing DD Form 1391 2.0

Figure 2-1: DD Form 1391, Item 9

Besides a general description of the proposed construction,special elements or features of the project are described in Item10. Passive solar design features determined to save energy costsfrom Volume II can be discussed briefly. See Figure 2-2.

Item 10

Figure 2-2: DD Form 1391, Item 10

Programming Guide

2.0 Preparing DD Form 1391

The following are examples of phrases that could be used:

Perimeter and core daylighting techniques will beused.

Multistory building surrounding an atrium fordaylighting, passive solar heating, and commonservices with combination steel frameand reinforced concrete structural elementsand masonry exterior walls; elevators, com-munications, data-network prewiring, all utilitiesand vehicle parking.

Single-story building with steel frame, concreteslab floor, and clerestory windows fordaylighting and passive solar heating.

Volume I contains descriptions and examples of the variouspassive solar heating, cooling, and daylighting concepts.

Item 11 Item 11 includes information on the Project Requirement,Current Situation, Impact, and Additions and typically isprepared by the facility's intended user (Figure 2-3). Itrepresents the justification for the proposed facility. Thecompliance with public law, Executive Orders, and OSDdirectives should be highlighted in the justification. A fewsample phrases are presented below.

Energy savings of 50% will be achieved overcurrent facilities housing these functions throughthe use of renewable forms of energy incompliance with PL 100-42 (S 1382).

Item 11Project Requirement, Current

Situation, Impact, and Additions

4

Figure 2-3: DD Form 1391, Item 11

Volume III

Preparing DD Form 1391 2 . 0

Consolidation of existing dispersed services into a centralfacility will improve mission efficiency and at the sametime, reduce overall energy use by 55% as required byDOD criteria.

At this stage, either through in-house staff or an A-E contract, aconceptual facility design has been developed. More detailedenergy and economic analysis has been performed to assess thecost-effectiveness of the previously identified passive solar designfeatures using Volume IV of the Passive Solar Handbook.Consequently, it is possible to be more specific in the DD Form1391 concerning the cost and benefits of the passive solar designfeatures.

Based on the A-E's preliminary design cost estimate, anyadditional cost for the passive solar design features should beincluded under the Supporting Facilities cost category. Thesecosts can be specified as cost per square foot (SF) or as a lumpsum (LS) cost.

The specific passive solar features included in the design shouldbe summarized. Only the major passive solar features need to bepresented. The phrasing examples from the five-year plansubmission are also appropriate for the 35% design submission.

The overall justification for the facility likely will remain thesame; however, you can be more exact regarding the anticipatedenergy savings. The A-E should have performed energy andeconomic analyses on the chosen passive solar design features.Consequently, you can include these results in the revised DDForm 1391. It may be useful to contrast the proposed building’senergy performance with that of other such military facilities orwith private sector facilities. An example is as follows:

Facility predicted energy use is 30,000 Btu/sf-yr,whereas the military energy budget for thisfacility type is 50,000 Btu/sf-yr and typicalprivate energy use is approximately 60,000Btu/sf-yr. This energy performance greatlyexceeds the DOD requirements for energyefficiency.

Programming Guide 5

35% DesignSubmission

Item 9:Cost Estimates

Item 10:Description of ProposedConstruction

Item 11:Requirements

3.0 Preparing a Project Book

Introduction The Project Book contains data, criteria, functional requirements,and cost information to support programming and design of AirForce facilities. Base or MAJCOM design engineers normallyprepare the Project Book with the assistance of tenant andsupported units. The Project Book is used by:

HQ USAF/LEE HQ USAF/LEE Staff - to analyze project costs and to develop theCongressional proposal;

AFRCE AFRCE - to ensure a clear, complete, and thorough statement offacility requirements and inclusion of all required Air Forcepolicy directives;

Design Agent Design Agent - to instruct and guide the in-house design staff oran A-E contractor during the design phase; and

Project Designer Project Designer - to develop preliminary and final designs thatmeet all project requirements.

The table of contents of a Project Book is generally the same forall projects. See Table 3-1.

Project Book The Project Book is organized into two parts - Part I: DesignGuidance and Part II: Project Support Data. The sections or tabsof each part are as shown in Table 3-1, although not all ProjectBooks will have all sections/tabs.

The appropriate tabs in which passive solar design informationshould be included are B, C, D, E, F, J, N, and P. The type ofinformation to include in these tabs and a few examples aredescribed in succeeding sections.

PART I - DESIGNGUIDANCE PART II - PROJECT SUPPORT DATA

Tab A Base Supplement Tab L Project Cost Estimate WorksheetTab B User Requirements Summary Tab M Air-conditioning/Heat Load EstimatesTab C Site Description Tab N Energy Impact StatementTab D Architectural and Structural Considerations Tab O MAJCOM Review CommentsTab E Mechanical Considerations Tab P Solar Energy System ApplicationTab F Electrical ConsiderationsTab G Water Supply-Waste Water TreatmentTab H Environmental ConsiderationsTab I Fire Protection ConsiderationsTab J MaintainabilityTab K Communications

Table 3-1: Project Book, Part I and II

6 Volume III

Preparing a Project Book 3.0

Design criteria related to the function and operation of thefacility are described in this Tab, stated from the user’sperspective. Issues of thermal comfort, lighting quality, anddesign character should be defined. These and other issues areimportant for defining the basic energy-related performancerequirements that the facility must satisfy.

Tab B

Example phrasing of passive solar design information ispresented below:

Individual user control of heating, cooling, andventilation is desirable due to the wide variationof functions housed in the facility.

Daylighting is the preferred approach to theprovision of general lighting requirements,supplemented by task lighting at the individualwork stations.

An open plan arrangement is required tofacilitate efficient communications among allstaff, and maximize the potential of ventilativecooling possible in this mild climate.

This Tab is a complete description of all project site Tab Cconsiderations and proposed changes that can affect the design.Typically, a narrative description of the construction siteutilities, adjacent facilities, landscaping, climatic andenvironmental conditions is discussed, and supporting data andmaps are included.

Site characteristics that may influence passive solar designinclude size and shape of adjacent facilities and vegetation thataffect solar access, wind patterns, ground cover, andtopography. These passive solar design site characteristicsshould be identified so that the designer takes them into accountduring the design process.

Example phrasing of passive solar design information ispresented below:

An existing three-story office building east of theproject site and a stand of coniferous trees west ofthe project site will cast winter shadows onportions of the site. The designer should positionthe building to maximize solar access fordaylighting and passive solar heating.

15-20 mph winter winds from the northwest arecommon to the project site. The designer shouldattempt to minimize the impact of these windsthrough interior space zoning (buffer spaces) orwith site vegetation and landscaping.

Programming Guide 7

3.0 Preparing a Project Book

Cool prevailing winds are common to the projectsite during the summer months. Naturalventilation should be evaluated in lieu ofmechanical cooling for maintaining acceptablelevels of comfort.

Tab D This Tab describes any unusual or special architectural andstructural requirements that must be considered in designing thefacility. The primary passive solar design information to beincluded in this Tab is as follows:

Energy Budget Energy Budget for the Project - in thousands of Btu/sf-yr ofconditioned floor area.

Operating Schedule Operating Schedule - number of people expected to be housed inthe facility and their anticipated work schedule.

Conservation Standards Applicable Energy Conservation Standards or Requirements -reference Air Force guidance or ASHRAE energy standards, ifappropriate, or list any building siting or orientationrequirements, insulation levels, glazing requirements, shading,or other fenestration-related requirements.

Passive solar design feature descriptions list those passive solarfeatures found to save energy costs from Volume II analysis. Thedesigner will be required to consider these passive features andconduct more detailed energy and economic analyses during thedesign process.

Example phrasing of passive solar design information ispresented below:

The building will be designed for a total energybudget figure of 40,000 Btu/sf-yr. Life-cycle costanalysis and computer energy analysis will beperformed per the latest version of ETL:Computer Energy Analysis.

Air Force guidance on levels of insulation,ventilation, lighting, and mechanical systemefficiency shall be used.

The building shall be designed for optimum useof daylighting and passive solar heating. See theUnited States Air Force Passive Solar Handbook,Volume I: Introduction to Passive Solar Concepts.

8 Volume III

Preparing a Project Book 3.0

This Tab describes any unusual or special mechanicalrequirements and conditions that must be considered duringHVAC system design. Passive solar design information to beincluded in this Tab includes design integration of HVAC, energymanagement, and passive system controls; disaggregated energybudgets figures for heating, cooling, ventilation, lighting andprocess energy; and appropriate energy conservation measures.

Example phrasing of passive solar design information ispresented below:

The total energy use for the project is 50,000 Btu/sf-yr.(ETL: Energy Budget Figures), made up of the followingestimated end use energy budget figures:

HeatingCoolingVentilationLightingProcess

= 11,500 Btu/sf-yr= 11,000 Btu/sf-yr= 3,500 Btu/sf-yr= 20,500 Btu/sf-yr= 3,500 Btu/sf-yr

Building Total = 50,000 Btu/sf-yr

The HVAC and passive system shall be designed tointegrate with the existing base EMCS. Follow AFM 88-36 and guidance to be provided at the criteria reviewconference.

Tab E

This Tab describes any unusual or special electrical requirementsand conditions that must be considered during lighting andelectrical system design. Passive solar design information to bepresented in this Tab includes lighting controls tied todaylighting systems, special motors, or fans that may be requiredfor the passive system, and potential for task lighting and coredaylighting concepts.

Example phrasing of passive solar design information ispresented below:

Where daylighting is used, provide lightingcontrol systems, i.e., continuous dimmers orstepped, to reduce intensity levels of electriclighting when adequate daylight is available.

If general lighting is used, it shall be directfluorescent with low-temperature energy efficientballasts and lamps, as applicable. High-intensitydischarge types may be used where practical.Incandescent lighting shall be minimal.Consider using task and accent lighting.

Programming Guide 9

Tab F

3.0 Preparing a Project Book

Core daylighting concepts shall be anal.yzed forany interior offices and common areas.

Tab J Maintenance problems associated with previous passive solarprojects should be identified in this Tab so that the designeravoids them in the current project. Examples of maintenanceproblems and phrasing for this Tab are presented below:

Movable insulation shall not be used on thisproject due to inconsistent and ineffective use bytypical building occupants and to numerousmaintenance problems experienced in previousapplications.

Exterior lightweight movable shading devicesshall not be used on this project because of thehigh winds associated with the building site.

Tab M Although this Tab contains only a preliminary estimate of the airconditioning load of the facility, it is important that impacts, bothpositive and negative, of the passive solar design features berecognized. Most simplified heating and cooling load calculationprocedures do not account for the dynamic daily and seasonalperformance of passive solar design features. Therefore, acaution statement must be included in this Tab so that thedesigner recognizes that the specified loads are only a firstapproximation and do not consider the passive solar designfeatures.

Tab N This Tab is used when energy consumption or source availabilitywill have a major impact on the project. The information to beaddressed in this Tab includes: (a) types of energy to be used;(b) reasons for their selection over other types; (c) long-term costsand availability projections; (d) effect on the local market in thearea surrounding the specific installation; and (e) alternativesources or systems which might reduce total demand or criticalenergy source.

Passive solar design information is discussed in this Tab only sofar as it represents a major element in the energy impact of theproject. Otherwise, it is assumed that the other tabs providesufficient guidance and justification for energy conservation andpassive solar design. An example would be a facility where adaytime interruption of power could not be tolerated andmaximum use of daylighting and other passive systems is

10 Volume III

Preparing a Project Book 3.0

necessary to maintain operations. The special conditions thatlead to the unique passive solar design requirements would bediscussed and justified in this Tab.

This Tab specifically identifies the passive solar design features Tab Pthat must be evaluated by the designer. The information for theTab comes from Volume II analysis. The designer should begiven Volume I: Introduction To Passive Solar Concepts andVolume II: Comprehensive Planning Guide, so that he or sheunderstands the assumptions used to determine passive solardesign feasibility, and Volume IV, Passive Solar Design, so thatthe required passive solar design energy and economic evaluationmethods are followed.

Programming Guide

4.0 Preparing Design Instructions

Design Instruction (DI) provides authority to the Design Manager,through the AFRCE or MAJCOM, to initiate the facility designprocess. DI's are issued by the Senior Air Staff through thecomputerized PDC system. The DI PDC screen identifies the project,provides key dates of authorizations, and presents the project budgetand scope. Of concern to passive solar design is the inclusion of fundsfor the costs of passive solar design features. Listed as SolarProgrammed Amount (PA), this budget represents an estimate ofconstruction costs that will be associated with cost-effective passivesolar design features beyond what must be considered in all designs.The Solar PA is determined in part through Volume II:Comprehensive Planning Guide, and will appear on the DD Form1391.

An important point to remember is that passive solar design featuresmust be considered for all facility projects, whether or not funds areprovided in the Solar PA. The project Programmed Amount includescosts for passive solar design features assumed to involve no addedconstruction costs. The Solar PA is for passive solar design featuresthat will involve added construction costs, but which have beendetermined from Volume II analysis to save energy costs.

C U R R E N T M C P D E S I G N I N S T R U C T I O NPDC -------------FY ----- REG ----- STATUS------------------------------------------------REQ MAJCOM -------- HOST MAJCOM ------- DM ------- CM ----- PKGNO --------

DA CA

AUTHORITY FOR DESIGNAF DI ISSUED DM DI ISSUED CURRENT DI ISSUEDON . . ------ ON . . . . ------ ON . . . . ------

DESIGN AUTH AF ADVERTISING AF CONTR AWARDTO. . --- % AUTH . . ------ AUTH . . ------

BUDGET AND SCOPEPROGRAMMED AMOUNT........... ------- SCOPE..... ------- SFPHASE PROGRAMMED AMOUNT.... ------- CATEGORY CODE: -------SOLAR PROGRAMMED AMOUNT.... -------

PROGRAM CODES: (1) -- (2) -- (3) --MISCELLANEOUS INFORMATION MAJCOM AIR FORCE % DSGN

PB DUE 2807 STATUS PRIORITY PRIORITY ON --------- --- --- --- ---

AF DI COMMENT: -----------------------------------------------------------

Figure 4-1: PDC Screen

12 Volume III

Preparing a CBD Announcement 5.0

When in-service capability is unable to provide the neededprofessional services, and procurement of such services is in theinterest of national defense, the work must be accomplished byan architect-engineer (A-E) contract. For any A-E contractestimated to exceed $10,000, an announcement must bepublished in the Commerce Business Daily (CBD).

Introduction

The project must be listed with a brief statement concerning thelocation, scope of service needed, the significant evaluationfactors, and the relative order of importance the governmentattaches thereto, the construction cost limitations, type ofcontract proposed, the estimated start and completion dates, andthe date by which responses to the notice must be received,including submission of Standard Forms 254 and 255, if required.Appropriate statements must be made concerning any specializedqualifications, security classifications, and limitations oneligibility for consideration.

The design manager (DM) for the project is responsible forpreparing the CBD announcement. The DM must review theBase Solar-Energy Cost PDC screen, the Project Book, andVolume II: Comprehensive Planning Guide analysis, beforepreparing the CBD announcement. If passive solar designfeatures are shown to save energy costs, then the CBDannouncement must include a requirement for A-E expertise inpassive solar design and analysis.

Passive solar design information may be incorporated into theCBD announcement in two places: (1) project description, and (2)evaluation factors. Each of these is discussed below.

The requirement for energy efficiency and the use of passive solardesign features may be included with the project description.The type of passive solar design features to be considered duringthe design phase may be listed. This information will assist theA-E firms in preparing Standard Form 255 in response to theCBD announcement.

ProjectDescription

Example phrasing of a project description that includes passivesolar design features is presented below.

The project includes a 28,000 sf building to support thefollowing functions: administration, classrooms, storage,mechanical repair shop, security lighting, fencing,hardstands, and utility drops. The building shall beenergy efficient and use cost-effective passive solar designfeatures, especially daylighting. An EMCS andcontinuous dimming light controls shall be evaluatedduring the design phase.

Programming Guide 13

5.0 Preparing a CBD Announcement

The project involves the design of a 5,750 sf trainingsupport center. The facility will provide for the centralmanagement of audio-visual aids for base education andtraining. Energy conservation and cost-effective passivesolar design features such as direct gain windows anddaylighting will be included in the design.

EvaluationFactors

The factors to be used in evaluating and selecting the A-E firmare stated in the CBD announcement. If energy efficiency andpassive solar design expertise are required in order to achieve theproject design objectives, then one or more evaluation factorsreflecting that requirement should be included on the list.

Example phrasing of energy conservation and passive solardesign evaluation factors is presented below.

Ability to determine the cost-effectiveness ofenergy conservation and passive solar designfeatures.

Ability to design and analyze the energy savingsassociated with passive solar daylightingstrategies.

Expertise in building energy and daylightanalysis using detailed simulation and physicalmodels.

Demonstrated experience in designing andanalyzing daylighting systems with stepped orcontinuous dimmer lighting controls.

The exact phrasing of the project description and evaluationfactors is dependent on the type and detail of information that isavailable from the Volume II: Comprehensive Planning Guideanalysis and the Project Book. However, it is recommended thatthe requirement for passive solar design be clearly stated in theCBD announcement. This will encourage all A-E firms who wishto work with the Air Force to develop in-house expertise or obtainthe services of an energy consultant for the project.

A-E Forms 254 and255 Evaluation

Evaluation of Standard Forms 254 and 255 is made by aPreselection Board and a Selection Board. The PreselectionBoard develops and adopts an evaluation procedure and conductsthe initial evaluation. The evaluation is based on qualificationsdata maintained by the responsible Air Force Civil Engineer,typically on a Standard Form 254, and data submitted by A-Efirms responding to the CBD announcement and the evaluation

14 Volume III

Preparing a CBD Announcement 5.0

factors contained therein. The Preselection Board recommendsqualified A-E firms to the Selection Board.

Many factors enter into the ultimate selection of an A-E for aspecific project. The Preselection Board will address primarilythe evaluation factors contained in the CBD announcement. TheSelection Board considers the CBD evaluation factors as well as abroader set of issues. Consequently, energy and passive solardesign considerations will represent only a portion of the overallevaluation and scoring of the A-E qualifications. However,expertise and experience of the A-E in energy and passive solardesign may influence the final outcome of the A-E selectionprocess. Therefore, knowing how to evaluate an A-E's energy andpassive solar design experience and expertise is essential for thefair and proper selection of the project A-E.

In evaluating Standard Forms 254 and 255 for energy and passivesolar design experience and capabilities, look for the followinginformation:

Standard Form 254

Does the A-E firm or its associated consultants havepersonnel (Item 8) that typically would be required toperform energy and passive solar design analysis such asmechanical, electrical, and energy engineers?

Does the A-E or its associated consultants identify projectexperience (Item 10) related to energy conservation andsolar energy utilization?

Item 8

Item 10

Does the A-E firm or its associated consultants identifyspecific projects (Item 11) where energy conservation andpassive solar design were major design considerations?

Item 11

Does the A-E firm possess in-house energy analysis andpassive solar design capabilities or will an energyconsultant be used (Items 4 and 5)?

Standard Form 255Items 4 and 5

Do the resumes of key personnel (Item 7) show a level ofeducation, training, and experience in the design andanalysis of energy conservation and passive solar design?Are areas of special expertise noted, for example,daylighting design and analysis?

Item 7

Are the projects listed (Item 8) representative of the type ofenergy experience the A-E or its consultants have? Are thecurrent projects for federal agencies (Item 9) responsive toenergy conservation and passive solar design issues? Doesthe A-E firm specifically address the energy/passive solardesign evaluation factors in its presentation of additionalinformation and supporting resources for the project (Item10)?

Item 8

Item 9

Item 10

Programming Guide 15

6.0 Checklist

Introduction This chapter presents a summary in the form of a checklist, ofthe information presented in Chapters 2.0 through 5.0,describing the areas in which passive solar design informationshould be included in Air Force facility programming documents.The checklist can be used as a reminder of the key points forpreparing the program documents without the need to reread theindividual chapters.

Preparing DDForm 1391

Five-Year Plan Submission

Item 9 Cost Estimates

Five-Year Plan SubmissionInclude any Solar ProgramAmount under a SupportFacility Cost heading entitledPassive Solar Design.

Item 10 Description of Proposed Construction

Provide a description of theenergy cost saving passivedesign features, determinedfrom Volume II analysiswithin the general descriptionof the project.

Item 11 Requirement

Indicate how passive solardesign features enable thefacility to meet or exceedCongressionally or Secretaryof Defense mandated energyperformance targets, or AirForce energy design criteria.

35% design submission 35% Design Submission

Same as Five-Year Plan Submission but present greater detail,based on A-E's energy and economic analysis.

Preparing A Tab B User Requirements Summary

Project Book Specify user requirements asthey relate to passive solardesign, such as thermalcomfort, lighting quality, anddesign character.

16 Volume III

Checklist 6.0

Tab C

Tab D Architectural and Structural Considerations

Tab E

Site Description

Identify all unique sitefeatures that may affect thedesign of the building'spassive solar features.

Identify passive solar designfeatures t h a t m u s t b eevaluated by the A-E for cost-effectiveness.

Specify the overall energybudget of the project.

Specify the anticipatedoccupancy schedule and loadof the facility.

Identify any applicable energystandards or criteria thatmust be followed.

Mechanical Considerations

Identify any special HVACrequirements that may affector be affected by the passivesolar design features.

Specify a disaggregatedenergy budget consisting ofheating and cooling,ventilation, lighting, hotwater, and process loads.

Electrical Considerations

Identify any electrical orlighting requirements thatmay affect or be affected bythe passive solar designfeatures.

Tab F

Programming Guide 17

6.0 Checklist

Tab J Maintainability

Identify passive solar designfeatures that should beavoided due to maintenanceproblems.

Tab M Air Conditioning/Heat Load Estimates

If this Tab is used, insert acaution that specifies airconditioning loads are only afirst approximation and donot typically account for thepassive solar design features.

Tab N Energy Impact Statement

Discuss the role passive solardesign features may play ifthe project has a major energyimpact on the location,

Tab P Solar Energy System Application

Identify passive solar designfeatures t h a t m u s t b eevaluated by the A -E for cost-effectiveness.

Refer designer to Volume I: Introduction To Passive SolarConcepts, Volume II: Comprehensive Planning Guide, andVolume IV: Passive Solar Design, for further information andassistance.

Preparing DesignInstructions

Solar Program Amount

Include any added costsassociated with effectivepassive solar design featuresdetermined as part of thecomprehensive planningprocess analysis and listed inDD Form 1391.

18 Volume III

Checklist 6.0

Project Description

Describe the primary passivesolar design features that willhave to be evaluated duringthe design phase.

Evaluation Factors

List evaluation factorsconcerning A-E experienceand expertise in passive solardesign and analysis.

Preparing a CBDAnnouncement

Programming Guide 19

20 Volume III

Index

This index is a cross-reference for the information in the firstthree volumes of the Passive Solar Handbook. For each entry, thevolume number is shown in parentheses, followed by the pagenumber in that volume upon which the information is located. Ifthe information is found in more than one volume, semicolons areused to separate volumes. For instance, for the entry Airmovement: (I) 26; (II) 5, information about air movement iscontained in Volume I on page 26 and in Volume II on page 5.

A-E firm: (III) 13evaluation factors: (III) 14, 19

AFRCE: (III) 6Air

movement: (I) 26; (II) 5temperature: (II) 5

ATR: see atriumAtrium (ATR): (I) 14, 18Automated electric lighting controls: (I) 19

A

Base comprehensive plan (BCP): (I) 20; (II) 1BCP: see base comprehensive planBuilding

B

climate adapted: (I) 40; (II) 9climate rejecting: (I) 40; (II) 9conventional: (II) 14elongated shape: (I) 31; (II) 6energy responsive: (I) 37multistory: (II) 25orientation: (I) 29; (II) 4, 6passive: (II) 34period of operation: (II) 10redesign: (I) 3schedule: (II) 10shape: (I) 29; (II) 4, 6target energy use: (II) 14type: (I) 32; (II) 13, 18, 21, 24type codes (USAF): (I) 32; (II) 8, 13

CBD: see Commerce Business DailyCDD: see cooling degree dayClimate: (I) 33Climate adapted building: (I) 40; (II) 9Climate regions: (I) 32; (II) 12, 18, 21, 33

special cases: (II) 23Climate rejecting building: (I) 40; (II) 9Climate variables: (I) 33

C

Programming Guide 21

Index

Cloudiness index: see radiation and daylightCollection

daylighting: (I) 3passive solar thermal: (I) 2, 4

Commerce Business Daily (CBD): (III) 13announcement: (II) 32; (III) 1

Comprehensive planning: (III) 2Control

daylighting: (I) 3passive solar: (I) 2, 4

Conventional building: (II) 14Cooling degree day (CDD): (I) 33, 35Cooling peak demand calculation: (II) 18Core daylighting: (I) 13Credit Union: (II) 18, 30, 42

D D+S: see direct gain plus storageDaylight

planning rules: (II) 5protected zone: (II) 5site planning: (II) 6with passive solar heating: (II) 6

Daylightingatrium (ATR): (I) 14, 18concepts: (I) 1core: (I) 13monitor apertures (MON): (I) 14, 17sawtooth apertures (SAW): (I) 14, 16sidelighting: (I) 13, 14site planning: (I) 28skylights (SKY): (I) 14toplighting: (I) 13, 15windows (WIN): (I) 14

DD Form 1391: (II) 32; (III) 1, 16five plan: (III) 2, 16Item 9: (III) 2,3,5, 16Item 10: (III) 2,3,5, 16Item 11: (III) 2,4,5, 1635% design submission: (III) 2,5

Design agent: (III) 6Design guidance: (III) 6

Tab A: (III) 6Tab B: (III) 6, 7, 16Tab C: (III) 6, 7, 17Tab D: (III) 6, 8, 17Tab E: (III) 6, 9, 17Tab F: (III) 6, 9, 17Tab G: (III) 6Tab H: (III) 6Tab I: (III) 6Tab J: (III) 6, 10, 18

22 Volume III

Index

Tab K: (III) 6Design instructions (DI’s): (III) 1, 12, 18Design manager: (III) 12, 13Detailed building energy data: (II) 17DG: see direct gainDI's: see design instructionsDirect gain systems: (I) 5

direct gain (DG): (I) 5, 6direct gain plus storage (D+S): (I) 5, 7

Distributiondaylighting: (I) 3passive solar thermal: (I) 2

Electric lighting: (II) 39automated controls: (I) 19

Elongated shape, building: (I) 31Energy costs: (I) 43; (II) 10

cost calculation: (II) 38cost per unit of area: (II) 10determine costs: (II) 37vs. energy use: (I) 44

Energy responsive buildings: (I) 37Energy use

annual energy use calculation: (II) 23end use: (II) 15, 19, 21end use calculation: (II) 17, 38end use categories: (I) 39percent energy savings calculation: (II) 36priority: (II) 15, 19, 21vs. energy costs: (I) 44

Envelope loads: (I) 41; (II) 9vs. internal loads: (I) 43

Evaluation factors, A-E firms: (III) 14, 19Extended systems, passive heating: (I) 5

E

Five year plan: (III) 2, 16 F, G

HDD: see heating degree dayHeating degree day (HDD): (I) 33, 34Heating, ventilating, air conditioning (HVAC) systems: (II) 24

analysis: (II) 40plant size: (II) 41with night mechanical ventilation (NMV) systems: (I) 12

Hours of operation: (II) 10HQ USAF/LEE: (III) 6

Programming Guide 23

H

Index

Humidity: (I) 26HVAC: see heating, ventilating, air conditioning systems

I, J, K Indirect gain systems: (I) 5indirect gain (IND): (I) 5, 8

IND: see indirect gain.Internal loads: (I) 41; (II) 9, 10

energy use: (II) 10occupancy characteristics: (II) 10variables: (I) 42vs. envelope loads: (I) 43

Isolated gain systems: (I) 5, 9sunspaces: (I) 5, 9

Item 9: (III) 2, 3, 5, 16Item 10: (III) 2, 3, 5, 16Item 11: (III) 2, 4, 5, 16

L Latent enthalpy hour: (I) 33, 35LEH: see latent enthalpy hour

M MAJCOMComprehensive planning: (III) 2

MON: see monitor apertureMonitor aperture (MON): (I) 14, 17Multistory buildings: (II) 25

N Natural ventilation (NVN): (I) 11; (II) 4Night mechanical ventilation (NMV): (I) 12; (II) 4NMV: see night mechanical ventilationNVN: see natural ventilation

O Operable windows: (I) 12Orientation, building: (I) 29; (II) 4, 6

P, Q Passive buildingenergy use: (II) 34peak demand: (II) 34

Passive heating: (I) 4direct gain systems: (I) 5extended systems: (I) 5indirect gain systems: (I) 5

24 Volume III

Index

isolated gain systems: (I) 5prompt systems: (I) 5site planning: (I) 21

Passive solar systemscombinations: (II) 44components: (I) 2

PDC screen: (III) 13Peak demand: (I) 45; (II) 16, 18, 19, 21

calculation: (II) 36cooling: (I) 10; (II) 18costs: (I) 45passive building: (II) 34

People load: (II) 10Period of operation: (II) 10Project book: (III) 1, 6, 16Project description: (III) 19Project designer: (III) 6Project support data: (III) 6

Tab L: (III) 6Tab M: (III) 6, 10, 18Tab N: (III) 6, 10, 18Tab 0: (III) 6, 11, 18Tab P: (III) 6, 11, 18

Prompt systems, passive heating: (I) 5Protected zone, daylighting: (I) 28

RAD: see radiation and daylightRadiation and daylight (RAD): (I) 33, 37Roof clerestory: (I) 16. see also sawtooth aperture

R

Savings-to-investment ratio (SIR): (I) 1; (II) 1SAW: see sawtooth apertureSawtooth aperture (SAW): (I) 14, 16; (II) 31, 39Schedule, building: (II) 10Shading: (I) 10

coefficient: (I) 10daylighting: (I) 11

Shapebuilding: (II) 4, 6elongated: (II) 6

Sidelighting: (I) 13, 14SIR: see savings-to-investment ratioSite planning

daylighting: (I) 28passive cooling: (I) 25passive heating: (I) 21

Site selection process: (I) 20SKY: see skylight aperture

Programming Guide 25

S

Index

Skylights (SKY): (I) 14, 15Solar concepts: (I) 2Solar envelope: (I) 21; (II) 2

phased development: (I) 24Solar gains: (I) 26Solar PA: see solar program amountSolar program amount (Solar PA): (III) 12, 18Solar thermal concepts: (I) 1Standard Form 254: (III) 14, 15Standard Form 255: (III) 13, 14, 15Steps in comprehensive process: (II) 12

Step 1: (II) 12Step 2: (II) 13Step 3: (II) 12Step 4: (II) 16Step 5: (II) 27Step 6: (II) 27, 29Step 7: (II) 34Step 8: (II) 37Step 9: (II) 40Step 10: (III) 1

Storage, passive solar thermal: (I) 2, 4SUN: see sunspacesSunspaces (SUN): (I) 5, 9. see also isolated gain systems.

T Tab A: (III) 6Tab B: (III) 6, 7, 16Tab C: (III) 6, 7, 17Tab D: (III) 6, 8, 17Tab E: (III) 6, 9, 17Tab F: (III) 6, 9, 17Tab G: (III) 6Tab H: (III) 6Tab I: (III) 6Tab J: (III) 6, 10, 18Tab K: (III) 6Tab L: (III) 6Tab M: (III) 6, 10, 18Tab N: (III) 6, 10, 18Tab 0: (III) 6, 11, 18Tab P: (III) 6, 11, 18Target building energy use: (II) 14Thirty-five percent design submission: (III) 2Toplighting: (I) 13, 15

U USAF building type codes: (II) 8

26 Volume III

Index

Ventilation: (II) 5 V

Warehouse: (II) 21, 32, 46Weather: (I) 33WIN: see windowsWindows (WIN): (I) 14; (II) 36

W, X, Y, Z

Programming Guide 27


Recommended