ASHRAE Journal - December 2019 - 25

TECHNICAL FEATURE

FIGURE 3 Energy modeling cycles in Standard 209 - 2018.

Conceptual
Design

Schematic
Design

Design
Development

No. 1 Simple Box Modeling
No. 2 Conceptual Design Modeling

No. 3 Load Reduction Modeling
No. 4 HVAC System Selection Modeling

NUMBER

TITLE

PURPOSE

APPLICABILITY

1

Simple Box
Modeling

Distribution of Energy
by End-Use and Demand
Characteristics that Affect
Building Conceptual Design

Before Setting the
Building's Geometry and
Site Orientation

2

Conceptual Design
Modeling

Energy Improvements
Related to the Building's
Form and Architecture

Projects Where Building's
Form and Architecture are
Still Subject to Changes

3

Load
Reduction
Modeling

Strategies that Lower
Annual Energy Consumption
and Heating/Cooling Peak
Loads

Completed Prior to the
Final Selection of HVAC
System Type and Prior to
The End of the Schematic
Design Phase

4 HVAC System Annual Energy Consumption
Selection
and Demand Impacts of
Modeling
HVAC System Options

Completed Prior to HVAC
System Selection

5

Design
Refinement

Completed after Modeling
Cycle #3 and Prior to the
End of Construction
Documents Phase

6

Design Integration and
Optimization

7

Energy
Simulation
Aided-Value
Engineering

Impact of Value Engineering
Measures on Project Energy
Performance Goals

For Project Alternatives
that Negatively Affect
Performance Goals and
Only if First Cost Impacts
are Identified for Such
Alternatives

8

As-Designed
Energy
Performance

Compare As-Designed
Performance to
Project Goals

Completed After
Construction
Documents Phase

9

Change
Orders

Feedback on Requests
for Change Orders that
Impact the Project Energy
Performance Goals

For Change Orders that
Negatively Affect Energy
Performance Goals

10

As-Built
Energy
Performance

Compare As-Built
Performance to
Project Goals

Completed After
Construction is Complete
And As-Built Drawings
Are Complete

11

PostCompare Modeled Performed No Sooner Than
Occupancy Performance of Last Design- Twelve Months After Initial
Energy Or Construction-Phase Model
Occupancy; Comparison
Performance To Measured Energy Use and
Year to Include Twelve
Comparison Weather Conditions of Building
Consecutive Months of
In Operation; Identify Potential
Building Operations
Energy Savings Opportunities;
Provide Feedback to Future
Energy Modeling Projects

No. 5 Design Refinement
No. 6 Design Integration and Optimization

No. 7 Energy Simulation-Aided Value Engineering
Construction
Document

Construction &
Operations

TABLE 1 Modeling cycles in Standard 209 - 2018, purpose and applicability.

No. 8 As Designed Energy Performance
No. 9 Change Orders
No. 10 As-Built Energy Performance

No. 11 Post-Occupancy Energy Performance Comparison
PostOccupancy

that are common to all modeling cycles, and includes
the following categories (Figure 2, Page 24):
* Baseline and energy performance goals;
* Input data;
* Reporting;
* Quality Assurance (QA) review; and
* Modeler quality control.

Modeling Cycles
As indicated earlier, there are 11 modeling cycles
(Figure 3) in Standard 209 with the first seven cycles
occurring during the design phase. Modeling Cycle #3
- Load Reduction Modeling, is required for all projects.
Table 1 summarizes the 11 modeling cycles.

Promotion and Adoption
A small task group of committee members from the
larger standard project committee have periodically kept
in touch beyond the April 2018 publication date with the
goal of promoting Standard 209 and to advocate for use
and adoption. Efforts are ongoing but have so far focused
on adoption by green building codes, beyond-code programs such as LEED and design-based utility incentive
programs. The standard is starting to see reference in

Confirm Current Design
Directions, and Support
Further Development of the
Design

Facilitate Integration of Completed Prior to the End
Building Systems Through of Construction Documents
an Optimization Process
Phase

industry publications such as the ASHRAE Advanced Energy
Design Guide for Small to Medium Office Buildings: Achieving Zero
Energy,13 as well as the AIA "Architect's Guide to Building
Performance: Integrating Performance Simulation in the
Design Process."14 Standard 209 has also been translated
to Spanish to facilitate increased adoption.

Conclusion
Energy modeling plays an important role in the design
D E C E M B E R 2 0 19

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ASHRAE Journal - December 2019

Table of Contents for the Digital Edition of ASHRAE Journal - December 2019

Contents
ASHRAE Journal - December 2019 - Intro
ASHRAE Journal - December 2019 - CT1
ASHRAE Journal - December 2019 - CT2
ASHRAE Journal - December 2019 - Cover1
ASHRAE Journal - December 2019 - Cover2
ASHRAE Journal - December 2019 - 1
ASHRAE Journal - December 2019 - Contents
ASHRAE Journal - December 2019 - 3
ASHRAE Journal - December 2019 - 4
ASHRAE Journal - December 2019 - 5
ASHRAE Journal - December 2019 - 6
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ASHRAE Journal - December 2019 - 8
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ASHRAE Journal - December 2019 - 14
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ASHRAE Journal - December 2019 - Cover3
ASHRAE Journal - December 2019 - Cover4
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