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a. Survey Report. The end product of the survey is a compilation of the data used to complete the
DD form 1391 or other funding documents as well as to support future project related activities.
Preparation of the survey report consists of compiling information gained during the survey in a concise
and organized manner. The report will present the information obtained on each building individually.
The report will also tabulate all information required to perform the project cost estimate and the project
b. Project Cost Estimate. The project cost estimate will be prepared using information obtained
during the survey. Spreadsheet-based UMCS cost estimators with comprehensive lists of devices and
systems are available from the UMCS-MCX. One version is intended to determine the viability of UMCS
at a specific site and the other applies to the final design. See Section 1.4, References.
c. Project Economic Analysis. The project economic analyses are prepared using information
obtained from the viability survey and cost estimate. A methodology to determine energy savings for the
economic analyses may be found in the Energy Savings Analysis (ESA) manual and computer program
d. Preparing the DD form 1391 or other funding documents. As appropriate, data obtained in the
site survey, the cost estimate, and the economic analysis will be summarized in DD form 1391.
Instructions for completing DD form 1391 are found in appropriate programming guides.
a. Introduction. Much of the survey effort will involve identifying and documenting the equipment to
be controlled. This includes verifying equipment, piping and electrical circuits, and tracing out local
control loops. The purpose of the survey is to obtain adequate information to evaluate the economic
feasibility of a proposed UMCS and support future project activities. Once candidate buildings have been
selected and all available records have been obtained on each building, the detailed building survey may
be started. During the detailed building survey it is important to:
Verify major energy using equipment.
Verify present and required operating conditions.
Make preliminary selection of application programs.
Note any major required equipment modifications.
Note existing building occupancy schedules.
b. Verify and Identify Energy Using Equipment. During the survey, locate and identify all major
systems which could be monitored or controlled by the UMCS. Note discrepancies between actual field
conditions and as-built drawings or equipment lists. Survey observation sheets for the different system
types are located at the end of this Appendix. The necessary survey data differs depending on the types
of systems found in each building. The information to be collected for each system type is summarized
(1) Air Handling Units. The broad category of air handling units (AHU) comprises many types of
systems: single zone, multizone, reheat, variable air volume, fan coils, heating and ventilating, and unit
heaters. All these systems provide heating and/or air-conditioning by forced air movement. The items of
importance while surveying AHUs are:
The type of AHU.