18 August 1998
VIABILITY SURVEY PROCEDURES FOR UMCS
PURPOSE AND SCOPE.
a. Introduction. A Utility Monitoring and Control System (UMCS) is an energy management system
which employs hardware and software to effect energy as well as manpower and equipment savings.
Energy savings may be accomplished by monitoring and providing control and/or control overrides for
heating, ventilation, and air conditioning (HVAC) systems as well as for lighting and central plant
equipment. Manpower savings may be accomplished by remotely monitoring equipment, meters or
systems which would otherwise require periodic visual observation. Equipment savings can be
accomplished by early detection of equipment failure or reductions in equipment performance levels. The
UMCS may also be used to assist in building and maintenance management.
b. Purpose. The purpose of this document is to provide guidelines to prepare documents for
obtaining funds for a UMCS. The viability survey is the first opportunity to collect engineering data to
quantitatively evaluate the feasibility of a UMCS as well as to support future project activities. It is a
necessary prerequisite for funding authorization for further study, design and construction. After a
decision has been made to pursue a new or expanded UMCS, the proper programming documents must
be prepared in order to receive ultimate authorization for the expenditure of funds. This programming
document is the DD form 1391 for Military Construction-Army (MCA) projects over 0,000 and
Operations and Maintenance (O&M) projects. Other criteria or funding documents may be required to
authorize expenditures from other funding sources. Prior to completion of the programming documents,
the installation must have a scope of work for the project, a budgetary construction cost estimate and the
appropriate economic analyses justifying the need for the UMCS project.
c. Scope of the UMCS Survey. The major purpose of the UMCS survey is to obtain site specific
data which can then be used to justify and support future project related efforts. For example, the survey
will identify the approximate number and types of required monitoring and control points as well as the
type and extent of the data transmission system (DTS). These data can be used to estimate the installed
cost of the new or expanded system. The survey will also identify potential energy saving opportunities
(ESOs) as well as potential manpower or equipment saving opportunities. These cost and savings data
allow the estimation of an economic payback figure for the project. This payback figure can then be
evaluated in accordance with guidance provided by the Department of the Army (DA) or the installation's
major command (MACOM). The site specific data obtained during the survey can also be used in the
preparation of scopes of work for future project activities. Finally, the system cost estimates can be used
in the preparation of the government cost estimate. After these steps are successfully accomplished, the
proper programming documents can be completed. To support these ultimate goals, the primary data to
be collected during the survey include:
(1) A list of candidate facilities and/or other energy, equipment or manpower saving
opportunities which are to be included in the project.
(2) A description of the required site preparation to prepare the Central Station and to network
the remote UMCS equipment to the Central Station.
(3) A preliminary list of the number and type of points to be monitored or controlled. These data
may be used to develop a project cost estimate. Methods for system cost estimating and energy savings
calculations are available from the UMCS Mandatory Center of Expertise (MCX).
Data for use in estimating potential energy savings.