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High Performance Building Operations Professional Training and Certification California Higher Education Sustainability Conference June 28, 2017 Agenda 2 I. BEST Center Overview Pamela Wallace, Director-BEST (Building Efficiency for a


  1. High Performance Building Operations Professional Training and Certification California Higher Education Sustainability Conference June 28, 2017

  2. Agenda 2 I. BEST Center Overview –Pamela Wallace, Director-BEST (Building Efficiency for a Sustainable Tomorrow Center), Laney College, Oakland, CA I. Workforce Gap in Energy Efficiency- Pamela Wallace II. Industry Endorsement & Collaboration – Pamela Wallace III. DACUM Process Peter Crabtree, Principal Investigator, BEST Center & Dean, Career Technical Education-Laney College, Oakland, CA IV. Skills Gap Analysis & Curriculum Development – Peter Crabtree V. Defining the Skills of Technicians in High Performance Buildings: An Energy Manager’s Perspective – Chuck Frost, Co-PI, BEST Center, former UC Berkeley Energy Manager& Faculty -Laney College VI. Small Group Exercise – Exploring what can be done on our own college campus to reduce energy consumption

  3. BEST Center Overview 3 GOALS: • Expand the capacity of community colleges to provide building technician education • Engage industry to support building education programs • Expand the STEM pipeline for students coming into building science professions BESTctr.org

  4. BEST Center College Network Colleges with commercial HVAC, energy management, and/or building automation programs 4

  5. Collaboration - High Performance Building Operations Professional Training (HPBOP) 5

  6. Industry Advisory Councils 6  Statewide Launch with IOUs ADVISORY COUNCIL COMPANY REPRESENTATION  Potential Partnerships National Advisory Council Silicon Valley Working California Statewide BROAD  IFMA Group Stakeholder Council REPRESENTATION  BOMA Oracle C & W Services ABM Engineering Pacific Northwest National Laboratory Impec Group League of California Cities PUBLIC AND PRIVATE  HVAC Excellence SECTOR Facility Engineering Associates Enovity Healthy Buildings International Facility Management Therma Labor Union 501 2 LARGEST FM Association (IFMA) TRADE ASSOCIATIONS JLL (Jones Lang LaSalle) Slatter Construction Inc. California State Chancellor’s Office 2 LARGEST CEES-Advisors Alexandria Real Estate CBRE REAL ESTATE BOMA Energy Chair MANAGEMENT FIRMS CBRE (CB Richard Ellis) Western Allied Mechanical Shorenstein Sheraton Hotel GSH Group Boston Properties HOTEL INDUSTRY U.S. General Services Administration State of California Department of General (GSA) Services (DGS) COMPUTER INDUSTRY Office of Federal High Performance CSU Maritime Academy Green Buildings NATIONAL LABROATORY U.S. General Services Administration

  7. Workforce Gap in Energy Efficiency Sector 7 U.S. Department of Energy, National Institute for Building Science (NIBS) National Study “Analyzing Building Energy Efficiency Job Opportunities” 2015 Report commissioned to JFF (Jobs for the Future) Building Operations Professionals includes: HVAC Mechanics and Installers, General Maintenance and Repair Workers and Stationary Engineers, Boiler Operators and Property/Real Estate Professionals Key Findings: 11.5% Building Operations Professional Growth between 2013-2018 •  741,831 total job openings between 2013-2018  64% are expected to retire in 20 years

  8. Workforce Gap in Energy Efficiency Sector (Cont’d) 8 U.S. Department of Energy, “U.S. Energy and Employment Report” January 2017 77% Construction/installation firms report hiring difficulty over the past 12 months Reasons it’s difficult to find qualified applicants: 43% said due to lack of experience, training, or technical skills • 33% said due to insufficient qualifications, certifications, or education • Constructions firms encountered difficulties finding the following workers: 30% installation workers • 26% technicians or technical support • 25% electricians or general construction workers •

  9. Defining a High Performance Building 9  Category One: buildings whose operational characteristics tend to have tight controls on variables such as temperature, humidity, CO2, dust, or biological contaminants including museums, research laboratories, high tech manufacturing sites, hospitals, data centers, food manufacturing, and Class A commercial buildings. These may or may not be efficiently operated.  Category Two: ASRAE Guideline 32-2012 defines HPB as “a building that consistently delivers a highly productive environment without wasting resources.”

  10. HPBOP Training & Certification 10 Mission: Improve the skills of the technical workforce to manage commercial buildings to a high performance standard, effectively and sustainably. Goals:  Develop and refine short term HPBOP training for incumbent building technicians  Develop a national ISO certification for HPBOP  Develop guidelines for a 2-year AS degree curriculum aligned with the national certification

  11. A Theory of Knowledge Hierarchy* 11 (1) Factual knowledge – understanding the characteristics of an object or component (2) Procedural knowledge – understanding how to carry out a procedure (3) Conceptual knowledge – knowing principles, categories, models, theories (4) Strategic knowledge – knowing how to devise a plan or method or how to manage complex processes *”Advances in Specifying What Is to Be Learned.” Richard E. Mayer, in Development of Professional Expertise , 2009

  12. Knowledge Hierarchy in Instructional Practice for Building Technicians 12 (1) Factual knowledge – Mechanical and electrical systems, building science, energy literacy, information technology (2) Procedural knowledge – routine maintenance, preventative maintenance, ASHRAE Standard 180 (3) Conceptual knowledge – Retro-commissioning, Building Automation Systems, Buildings as Systems (4) Strategic knowledge – Continuous quality improvement, energy conservation, predictive maintenance

  13. DACUM Chart 13

  14. DACUM Chart 14

  15. National Validation Survey Results 15 8 Duties and116 Tasks Identified via DACUM 1. Validation Survey sent to BOMA 2. Survey Responses Received - 256 3. Number required for valid response 100 4. Geographic Distribution 5. Excellent Response Rate East 31 6. & West 65 Geographic Distribution North 82 South 23 National 8

  16. DACUM SKILLS EXTRACTION 16 Personnel functions excused 1. Core processes added 2. Core skills needed to be 3. addressed (e.g.) HPBOP IT skills 1. Energy Literacy 2. CORE

  17. DEFINING CQM 17 “Commercial Quality Maintenance” 1. or CQM not well defined CQM Multiple sources combined 2. Other DACUM’s and JTA’s 1. Other Curricula Outcomes 2. Industry recognized documents 3. (ASHRAE) CQM

  18. DETERMINING THE SKILLS GAP 18 HPBOP <->CQM lists compared 1. Unique HPBOP Tasks selected 2. Unique Tasks clustered into course CQM 3. SKA SET subject areas Foundation skills included 4. SHARED SKILLS HPBOP SKA GAP

  19. COURSE DEVELOPMENT INFORMATION BUILDING ENERGY LITERACY TECHNOLOGY SYSTEMS SYSTEMS BUILDING SYSTEMS ANALYTICS AUTOMATION MANUAL ENERGY CONTINUOUS COMMISSIONING CONSERVATION IMPROVEMENT 9 COURSES/CONTENT AREAS

  20. COURSE DEVELOPMENT 20 Course Materials 1. Lesson Plan each course 1. Module Plans (>75) 2. PowerPoints, Lecture Materials 3. Handouts 4. Exercises 5. Use of available methods 2. Core standards 1. Standard resources 2. Emphasis on Exercises 3.

  21. Next Steps 21  Complete train-the-trainer package for short term incumbent worker training  Coordinate additional pilot training in California  Begin work on a national ISO certification process for HPBOP  Develop curriculum guidelines for 2-year technician education aligned with national certification

  22. Defining the Skills of Technicians in High Performance Buildings: An Energy Manager’s Perspective Chuck Frost, Former UC Berkeley, Energy Manager Co-Principal Investigator & Faculty-Laney College, Faculty

  23. UC Berkeley Strategic Energy Partnership Strategic Energy Partnership Energy Operational Excellence & Behavior Change Office Energy Incentiv e SEP Outreach Policy Office Program We will permanently reduce the amount of energy the campus uses while empowering faculty, staff, and students to take energy savings steps that reduce our environmental footprint and save money.

  24. UC Berkeley Energy Office Oversee many of the new initiatives and services Support ongoing commissioning (or “tune-ups”) of buildings Energy Office Work with Facility Managers and building occupants to speed energy-related repairs, identify conservation measures and reduction projects , ENERGY MANAGEMENT reinforce Unit initiatives PROGRAM Provide dedicated support for energy-related maintenance Analyze building energy use data , and share monthly data with Units

  25. Energy Office Staffing Energy Manager Energy Engineer Energy Analysts Mechanical Engineer Architect Stationary Engineers Electrician HVAC/ Steam Fitter

  26. Building Operations Professional Manages the maintenance and operation of building systems and installed equipment, and performs general building maintenance to optimize performance, maintain the building’s operability and ensure the comfort and safety of building occupants.

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