Module 3 - EDGE V3 Technical Online Workshop PDF

Dror Karni Module 3 - EDGE V3 Technical Online Workshop Module 3 of the EDGE Technical Online Workshop covers the following topics: EDGE App Tour EDGE App Practical Exercise Instructions 3.1 EDGE APP TOUR EDGE App Tour 3.2 EDGE APP PR AC TIC AL EXER C IS E INS TR UC TIONS...

Dror Karni Module 3 - EDGE V3 Technical Online Workshop Module 3 of the EDGE Technical Online Workshop covers the following topics: EDGE App Tour EDGE App Practical Exercise Instructions 3.1 EDGE APP TOUR EDGE App Tour 3.2 EDGE APP PR AC TIC AL EXER C IS E INS TR UC TIONS EDGE App Practical Exercise Instructions DOWNLOAD PDF OF MODULE 2 C ONTENT DOWNLOAD PDF OF MODULE 2 CONTENT Lesson 1 of 3 EDGE App Tour Dror Karni Let's take a short tour of key elements of the EDGE App before we start the EDGE App Practical Exercise. A user can select a different typology from the side bar on the left, or from the drop down menu in the first panel. From the top right options, a user can view their dashboard, change the version and language, and sign in. Click each "+" sign to learn about elements of the EDGE App.   Typology   Results bar Users can choose to have EDGE update the Results every time an input is changed by turning Auto- Calculate to the "on" position. This will slow the App though. Users can also hide the results bar.   Main pages / Tabs The tabs of EDGE include: Design Energy Water Materials Operations (used for EDGE Zero Carbon projects) The blue line underneath Design signifies that a user is on the Design tab. The percentage shows the predicted savings for that tab as compared to the baseline.  Side bar Select building typology.   Dashboard See all your projects and subprojects.   Version   Language   Sign in CO N T IN U E Default Values and User Entries The EDGE App is designed with default input values for all fields so that users can model a project without having to make as many inputs. However, users must note that the EDGE App will use the default values unless a user overwrites them. Therefore, attention must be paid to the default values, especially during the certification process, to confirm that the assumptions reflect the actual building.     Default This example is from the Design Tab / Fuel Usage panel. Default values are listed on the left. Default values are crossed out when a user input is provided. For example, the default fuel source for Hot Water was Electricity. The word "Electricity" was crossed out when the user selected "Natural Gas".   User Entries User inputs are required when the default does not match the actual building. CO N T IN U E Most fields in the EDGE App are editable: Underlined field names are editable. Clicking on the field name displays the input field and turns the field blue. CO N T IN U E Certain measures in the EDGE App list a suggested improved case value. This is used as the default when the measure is selected to determine the savings against the base case. The suggested improved case value may change based on the building type, design tab parameters, location and EDGE version. In the example below, the improved case default value for EEM01 is 17.6%. The measure must be selected to realize the savings associated with the default improved case. Selecting a measure displays the possible inputs and base case value. For example, for measure EEM01 the window-to-wall ratio (WWR) base case value is 30% and the default improved case value is 17.6%. By selecting this measure, the EDGE App calculated a predicted energy savings of 4.48% associated with the default improved case (WWR of 17.6%). Tip: You may notice that the savings for water and embodied energy in materials were also impacted. You can see how measures are related to each other in the User Guide by searching for the measure you edited and the subheading "Relationship to Other Measures". Let's say the improved case default of WWR 17.6% doesn't reflect the actual building. You would then update the WWR to 10% (to reflect the actual building). This update would then increase the predicted energy savings to 7.12%.  Did you notice the 3 vertical dots? This is an options menu and appears for different measures and fields in the EDGE App. Click it to see what additional actions are available for that field. For EDGE efficiency measures, the options menu allows you to upload documentation that would be reviewed by the Auditor. Certain measures also have built-in calculators or tables to fill in with additional detailed information. CO N T IN U E Required Measures In the EDGE App, an asterisk (*) next to a measure indicates that the project team is “required” to enter the actual specifications of the measure if that measure is present in the project. The indication of a “required” measure in EDGE does not mean that EDGE requires that the measure must be implemented in the project, or that the improved case must meet or exceed the baseline case to comply with EDGE requirements. For example, if a residential project has air-conditioners, the measure must be selected, and the actual efficiency specifications of the air-conditioners must be entered into the user input fields for the measure. If the measure is not present in the project, then the requirement does not apply. For example, if a project does not have air conditioning, the respective measure can be left blank. Tip: If the performance of the installed components varies across the project for any reason, then a weighted average of the performance metric must be used. CO N T IN U E Results Bar The Results Bar in the EDGE App is a summary of the Key Performance Indicators (KPIs) calculated by the EDGE APP. To calculate performance against these indicators, EDGE makes assumptions on how the building will be used by the occupants. Since the actual usage patterns may differ depending on occupant consumption, the water and energy usage and subsequent costs may vary from EDGE predictions. The KPIs include: Click to enlarge. Subproject Floor Area – EDGE displays the calculated Gross Internal Area (GIA) for the Subproject multiplied by the Subproject Multiplier. Final Energy Use – Energy consumption (in kWh/month) for the project is calculated automatically by EDGE, based on the data entered on the Design tab and any reduction achieved through the selection of efficiency measures. Final Water Use – the water consumption (in m3/month) for the project is calculated automatically by EDGE, based on the data entered on the Design tab and any reduction achieved through the selection of water efficiency measures. Final Operational CO2 Emissions – EDGE automatically calculates the CO2 emissions (in tCO2 /month) based on the final energy use multiplied by the CO2 emission factor for the generation of grid electricity and other fuels in the project. The default value for the selected country’s CO2 emissions is shown on the Design tab but can be overwritten if evidence can be provided to support it. The evidence must be from a reliable source such as a peer-reviewed publication from an international organization or a specialized government-approved study. Final Embodied Energy – EDGE automatically calculates the embodied energy (in MJ/m2 ) from the building dimensions and the materials selected on the Materials tab. Final Utility Cost – EDGE projects the monthly cost (in USD/month or local currency/month) for energy and water use. Energy Savings - Predicted energy savings (in MWh/year). Water Savings - Predicted water savings (in m3/year). Operational CO2 Savings - Predicted CO2 savings (in tCO2 /year). Embodied Energy Savings - Predicted embodied energy savings (in Gj). Utility Cost Savings – EDGE projects the annual savings (in USD and local currency in specific countries) in utility bills. Base Case EPI (Energy Performance Index) — Energy use per unit area (kWh/m2 /year). Improved Case EPI (Energy Performance Index) — Energy use per unit area (kWh/m2 /year). Total Building Construction Cost - Estimate of cost to build building (in USD and local currency in specific countries). Incremental Cost – Additional cost of implementing the selected efficiency measures (in USD or local currency in specific countries). Certain building measures may contribute to a lower overall cost compared to the baseline. Therefore, negative incremental costs are possible. EDGE cost data is based on average global data and is continuously being refined. It is only meant as a guidance tool for comparison  between measures. If specific local data is available, the use of it in a more specific financial model is encouraged for making financial decisions. Increase in Cost - Incremental cost as a % increase over base case cost. Payback in Years – Number of years to repay the incremental cost compared to the cost savings of utilities. The method used is simple payback based on the capital cost of the measure. Number of People Impacted - Estimated number of people that either live at, work at, or visit the building each year. Base Case – Refrigerant Global Warming Potential - The global warming potential indicates the amount of warming the base case refrigerant causes over 100 years (in tCO2 e/year) Improved Case – Refrigerant Global Warming Potential - The global warming potential indicates the amount of warming the improved case refrigerant causes over 100 years (in tCO2 e/year) Detailed Results for Typologies – Only applicable to Residential typology. This gets activated when multiple typologies are present. CO N T IN U E Saving a Project Users can save their projects within the EDGE App. A user must be logged in to save the project. Fields marked with an asterisk* on the Design tab are also required to save the project file. The EDGE App can be accessed via handheld devices such as mobile phones and tablets. Project teams should exercise caution when accessing saved projects via handheld devices as EDGE automatically saves changes to projects every three minutes; this time limit does not apply to Certifiers. If a user is not active on the EDGE App for two hours, the system will log the user out. Note that users can modify the two-hour limit within their profile settings. To create multiple versions of a project with different combinations of measures, it is best to retain your inputs by downloading the data into separate PDFs and saving the documents on your computer (File > Download PDF). This will ensure you maintain one project file for your project within the EDGE App. CO N T IN U E Design Tab We've already addressed many parts of the Design Tab, so we'll only highlight key items. Building Type We've covered the building types available for EDGE in Module 1. Remember you can always reach out to IFC ([email protected]) if you need guidance about which building type to select. EDGE is flexible and can address more than just the building types listed.  Click to enlarge. Location If your project city is not included in the EDGE App drop-down list, select the city that is closest in terms of climate. If necessary, overwrite the defaults under Design tab > Climate Data. Click to enlarge. CO N T IN U E Project Details This section contains the top-level information about the Project, such as owner name and contact information, and is shared across a Project’s Subprojects. Changes to the Project Details section are automatically reflected in Subproject files. This section must be completed to submit the project for audit and certification.  Click to enlarge. Project Name* – The name of the development. Note that this is a required field that serves as the project identifier. To edit the project name after saving, go to File > Rename on the Design tab. This option is no longer available to the Project Team after a project has been sent for audit. To change the name after a project has been sent for audit, please contact [email protected]. Number of Distinct Buildings – The number of physical buildings that make up the whole project. This field is part of the project description that helps an auditor or reviewer understand the physical make-up of a project. This field helps account for the “number of buildings” certified by EDGE in a client’s or auditor’s portfolio. This value will be 1 for a single building, or for towers with a shared podium level. The value in this field is for information purposes only and is intended to help visualize the building during the quotation and certification process. The value does not get multiplied by the GIA, unlike the “Subproject Multiplier for the Project” (see the description of that field below under Subproject Details). Do you intend to certify?* – Select Yes, No, or Not Sure, to indicate your intent regarding certification of the Subproject. Always select "No" for training exercises. Share with Investor(s) or Bank(s)?* - Select Yes, or No, to indicate your preference. If a bank is interested in financing projects in the country, IFC will share a summary of the project and developer contact information with the bank. The bank may contact the developer directly. Total Project Floor Area – The total square meters of the internal area of the Project, including any indoor parking. This is the sum of the GIA of all the associated Subprojects within the Project. EDGE calculates the GIA automatically based on the areas and the multipliers (explained under “Subproject Multiplier for the Project”) assigned to each Subproject by the user; therefore, this field is not editable by the user.  Upload project-level documents – This button links to the location to upload whole project- level documents, for example, a site plan of the project. Download project audit documents – Clicking on this button downloads the entire set of project documents that have been uploaded thus far. Documents for individual measures are placed in their respective folders in the downloaded set. This allows project team members to access all project documents from one central location. This link is also used by the EDGE Auditor for project documentation review. “Register” button – The Register button appears once a project has been saved. EDGE now enables a whole project to be registered as one entity. When the registration button is clicked, it triggers an EDGE certification quotation request. “Associated Subprojects” – This link appears once a project has been saved. The link expands to show all the Subprojects associated with that Project in addition to the Subproject currently open in the EDGE App. CO N T IN U E Subproject Details This section contains fields associated only with the portion of the Project being described in the current Subproject file.  Click to enlarge. Subproject Name* – The name of the project, or portion of the project, being modeled. This name will appear on the EDGE certificate, for example, “ABC Residential Towers”. This field remains editable until a Subproject has been sent for audit. To change the name after a Subproject has been sent for audit, please contact [email protected]. Building Name* – The name of the building being modeled. For example, it may be the house or apartment block name in a Homes project or the property name of a Hotel. This is a required field. The field remains editable before the final EDGE certificate is issued. Subproject Multiplier for the Project* – The Multiplier represents the number of times an entire Subproject is repeated in the Project. For example, if a Project has 5 identical warehouse buildings on a project site, the project team can model only one warehouse, and use 5 as the Subproject Multiplier. The default value is 1. Apartments: To indicate the number of similar units in a residential apartment building, use the field “No. of Apartments” under Building Data. Do not use the Subproject Multiplier option. Homes: To indicate the number of similar homes in a residential development, use the field “No. of Homes” under Building Data. Do not use the Subproject Multiplier option. Certification Stage* – The stage of certification of the project. Enter “Preliminary” for new construction or renovation projects in the design stage. Enter “Post-Construction” for new construction or renovation projects that have completed construction and are ready for the final verification phase of certification. For existing buildings applying for certification, “Post- Construction” is the default from the very beginning of the certification process, regardless of the length of time elapsed since construction. For example, an existing project built one month ago, or ten years ago, would both indicate “Post-Construction”. This is a required field. Subproject Type – The stage in the lifecycle of the building. “New Building” is the default and indicates new construction. “Existing Building” must be selected for existing buildings and renovations. Year of Construction – This field only applies to Existing Buildings. Enter the year the project was completed, that is, the year the project received the occupancy permit. If the  project was completed before the earliest year available in EDGE, select the earliest year available and add a note in the Project Narrative section. CO N T IN U E Building Utility Data This optional section only applies to Existing building projects. If these values are not available, a project can still apply for EDGE certification. The intent of this section is to track the energy performance and water usage of existing buildings applying for EDGE certification. The values can be taken from the most recent year with typically expected levels of occupancy (e.g. 100% for an office, less than 100% for a hotel). Click to enlarge. CO N T IN U E Building Data Building Data fields capture the physical make-up of a building in terms of total area, number of floors and floor height. Click to enlarge. Operational Details - EDGE provides default values, when applicable. A user can update the values to match the model more closely to the building conditions. The Homes model does not include this field. Occupancy (People/Unit) – Average number of people that would typically reside in each dwelling. If this is unknown, use the number of bedrooms + 1. For example, for a 3-bedroom unit, use 3+1 = 4. Building Costs - EDGE provides default values, when applicable. A user can update the values to estimate payback.  CO N T IN U E Area and Loads Breakdown Gross Internal Area (GIA) – The GIA field applies to every building type. This value represents the gross internal area of the subproject being modeled before it has been multiplied by the Subproject Multiplier. This value impacts savings calculations. GIA is defined in EDGE as per the International Property Measurement Standards, Type 2 (IPMS2) definition of the Royal Institution of Chartered Surveyors (RICS) in the UK. The total area (m²) must be measured from the inside of the external walls. Distances to interior walls are measured on center. Interior elements such as columns and interior walls are not excluded from the area. Balconies are included in the GIA, but their area must also be stated separately. For example, if a studio apartment has 40 m2 interior conditioned space, with a 20 m2 open balcony, the GIA is 60 m2, with 20m2 balcony. Also included are external horizontal structures at any floor level of a building that are protected with a railing or parapet at the open sides — including generally accessible balconies, colonnades (with balustrade), rooftop terraces, external galleries, and loggias. These should all be indicated as Balcony areas and will count towards the GIA. Internal parking (on the building floor plates) is included in the GIA, but its area must also be stated separately. Areas outside the building(s) envelope, such as landscaped areas (gardens, patios, etc.) or outdoor parking areas are not included. For example, if a penthouse has a green roof which is not accessible to the occupants, it counts as a roof and does not get counted in the GIA. Also excluded are structures such as patios and Level 0 terraces when not integral to the structural construction of the building. TIP: The GIA must match the value entered under Building Data, or the file will show an error. This serves to doublecheck the values entered. The GIA (m²) field is the sum of the space areas and must equal the Built-Up Area (m²) that the user entered in the Building Data section. ​Individual Space Types – EDGE assigns to each space type in a model a default value (in m²) as a percentage of the gross internal area based on the selected building type and subtype. If the actual area differs from the default, then it can be overwritten by providing a value in the “User Entry” field. TIP: If a space type does not exist, enter a ‘0’ to overwrite its default area value; otherwise, the default area value will be modeled. Detailed Loads Input – To enter detailed space conditions and loads for each space in a building, click on the Options menu and access ‘Detailed Loads Input’. This option allows users to input unique internal conditions for each space type in a building. These inputs are not required; but they are available in case a project team wants to model unique conditions in a space. TIP: As with all EDGE values, if these details are not edited by a user, the system will assume the default values. So, it is best practice to review and verify them.  Click to enlarge. CO N T IN U E Building Dimensions The building dimensions inform the EDGE App about the shape and volume of the building being modeled. This impacts the heat transfer between the building and the outside air, and the energy used for space conditioning. Building Length (meters) — EDGE assigns an octagonal shape to a new building by default, with equal wall lengths in each of the eight main orientations. Using the closest orientations, a user must input the building lengths that reflect the actual building.  Tip: Users must input zero for any orientations that do not represent the building, otherwise EDGE will model the building with the default inputs. Façade Area Exposed to Outside Air (%) – This percentage represents the portion of the enclosing wall that is exposed to outside air. By default, this value assumes 100% exposure. However, if a façade is not exposed because it is shared with an adjacent property or a similar reason, it can be updated with the appropriate percentage. If a facade is fully shared, this value should be 0%, for a shared wall in a townhome for example. Click to enlarge. CO N T IN U E Building HVAC System The information in this section is used to calculate the improved case performance for the project building. Select Input Type – Simplified Inputs or Detailed Inputs.  When ‘Simplified Inputs’ is selected, assumptions on the heating and cooling periods are automatically calculated by EDGE based on the climate of the location. With the ‘Detailed Inputs’ selection, users can specify the cooling and heating period by month. Click to enlarge. Remember if “No” is selected for either the AC system or the space heating system field but EDGE predicts that the building is likely to require the system, then the associated cooling or heating load will be reflected as virtual energy. CO N T IN U E Fuel Usage Select the actual fuel utilized for each major use or select "None" if the field is not applicable to the project. The opportunity to update default cost inputs is provided to help improve the accuracy of the EDGE App's financial-related predictions.  Click to enlarge. CO N T IN U E Climate Data The monthly atmospheric values have been included for the cities available in EDGE for each country. Default climate data is based on meteorological data from the city location. It is understood that the monthly values for the project site may vary from the average temperatures for the city due to variations in microclimates. Therefore, users can update these values in the EDGE App to reflect their project location. If the project site is not within a listed city, then users may select a city close to it in geography and climate, and manually enter the monthly climate values for the project location. If any values are updated, the project team must submit evidence with a source for the values for EDGE certification compliance. See the User Guide for acceptable weather data sources. Click to enlarge. Lesson 2 of 3 EDGE App Practical Exercise Instructions Dror Karni For the EDGE App Practical Exercise, let's pretend that you are an EDGE Expert based in Panama City. You are meeting with local hotel developer Alejandro Ramirez to discuss his next project...  CO N T IN U E Here's what you need to do to complete the exercise: 1 Download the EDGE App Practical Exercise Instructions  GBCI EDGE App Practical Exercise Instructions 2023-05- 09.pdf 596.6 KB The steps outlined below are covered in the instructions PDF. 2 Create a hotel project in the EDGE App based on the project description  IMPORTANT: BE SURE TO CREATE YOUR PROJECT IN VERSION 3 OF THE EDGE APP. 3 Determine the project's predicted savings for energy, water, and embodied energy in materials 4 Determine if the project is likely to meet the EDGE Standard 5  Document your findings and upload a PDF of the EDGE Assessment to https://bit.ly/EDGEAppPracticalExercise You will visit the link above to document your findings and upload the EDGE Assessment PDF. You must complete this step in order to successfully complete this workshop and be eligible to take the EDGE Exam. We will review the exercise results in the next module. CO N T IN U E You've completed Module 3! Please be sure to upload your EDGE Assessment PDF for the EDGE App Practical Exercise. This is required in order to complete the workshop & qualify for the EDGE Exam.