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</o:shapelayout></xml><![endif]--></head><body lang=EN-US link=blue vlink=purple><div class=WordSection1><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";color:#002060'>Jason et all:<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";color:#002060'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";color:#002060'>I will start with some specific commentary, then step back to discuss the overall scope of this JTA and my opinion of how the broader goals should be refined. I’ll preface that this collection of feedback is blending together discussions I’ve had recently and in the past with other colleagues on and off the lists over the topic – these thoughts may be considered reviewed and coming from more than one of us, in short. I hope this helps improve and refine the current efforts to a positive effect for everyone involved.<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";color:#002060'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";color:#002060'>The document needs to be reviewed for sensible and clear terminology usage, and to remove any redundant items (stuff a spell-check is not going to pick up). For example, Table 7.A.6.a&b lists the two following tasks side-by-side:<o:p></o:p></span></p><p class=MsoListParagraph style='text-indent:-.25in;mso-list:l2 level1 lfo2'><![if !supportLists]><span style='font-size:11.0pt;font-family:Symbol;color:#002060'><span style='mso-list:Ignore'>·<span style='font:7.0pt "Times New Roman"'> </span></span></span><![endif]><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";color:#002060'>Review baselines required for Codes, standards, and protocols<o:p></o:p></span></p><p class=MsoListParagraph style='text-indent:-.25in;mso-list:l2 level1 lfo2'><![if !supportLists]><span style='font-size:11.0pt;font-family:Symbol;color:#002060'><span style='mso-list:Ignore'>·<span style='font:7.0pt "Times New Roman"'> </span></span></span><![endif]><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";color:#002060'>Identify additional baselines<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";color:#002060'>The distinction is not clear from the provided context. On my first reading I mentally corrected both to reference “baseline require<u>ments</u>,” but that doesn’t read particularly well if these are supposed to be two distinct tasks either... Baselines do not always come from a standard/protocol, as I’m to discuss more thoroughly further down… perhaps that’s what’s intended?<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";color:#002060'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";color:#002060'>Specific to the gathered tasks and workflow presented, something I touched on earlier was how the entire report seems structured around a specific modeling role and scope of work. Reviewing what is presented, this scope initially appears to have a few identifiable characteristics:<o:p></o:p></span></p><p class=MsoListParagraph style='text-indent:-.25in;mso-list:l3 level1 lfo4'><![if !supportLists]><span style='font-size:11.0pt;font-family:Symbol;color:#002060'><span style='mso-list:Ignore'>·<span style='font:7.0pt "Times New Roman"'> </span></span></span><![endif]><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";color:#002060'>The energy modeling consultant is working periphery to the design process (not a member of the “design team”)<o:p></o:p></span></p><p class=MsoListParagraph style='text-indent:-.25in;mso-list:l3 level1 lfo4'><![if !supportLists]><span style='font-size:11.0pt;font-family:Symbol;color:#002060'><span style='mso-list:Ignore'>·<span style='font:7.0pt "Times New Roman"'> </span></span></span><![endif]><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";color:#002060'>An emphasis appears placed upon identifying and constructing a baseline model per existing conditions, suggesting the scope of work is for a renovation/retrofit project.<o:p></o:p></span></p><p class=MsoListParagraph style='text-indent:-.25in;mso-list:l3 level1 lfo4'><![if !supportLists]><span style='font-size:11.0pt;font-family:Symbol;color:#002060'><span style='mso-list:Ignore'>·<span style='font:7.0pt "Times New Roman"'> </span></span></span><![endif]><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";color:#002060'>While the modeler is supposed to be familiar with LEED and similar standards, the duties/tasks/steps for the project at hand are not specific as to whether a formal performance rating method is being followed or documented. If that is the case, I would expect at least different weightings between the relatively tasks presented.<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";color:#002060'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";color:#002060'>It has since been clarified to me by one of the participating panelists that the above perceived set of scope characteristics are likely the combined result of:<o:p></o:p></span></p><p class=MsoListParagraph style='text-indent:-.25in;mso-list:l1 level1 lfo6'><![if !supportLists]><span style='font-size:11.0pt;font-family:Symbol;color:#1F497D'><span style='mso-list:Ignore'>·<span style='font:7.0pt "Times New Roman"'> </span></span></span><![endif]><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";color:#002060'>Discouraging panelists from referencing any specific standard or protocol (i.e. LEED), where such compliance documentation & review responses can at times represent a significant portion of the time spent on a modeling project. <o:p></o:p></span></p><p class=MsoListParagraph style='text-indent:-.25in;mso-list:l1 level1 lfo6'><![if !supportLists]><span style='font-size:11.0pt;font-family:Symbol;color:#1F497D'><span style='mso-list:Ignore'>·<span style='font:7.0pt "Times New Roman"'> </span></span></span><![endif]><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";color:#002060'>Panelists were asked to iterate <u>every</u> task involved in both new construction and existing building projects, which introduces communicative and information-gathering tasks that would not apply under different scope/project circumstances.<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";color:#002060'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";color:#002060'>These observations lead me to point out and explain something more fundamental to energy modeling that the rigid structure of the JTA study procedure/format seems naturally prone to miss. As has been repeatedly noted, “energy modeling” is a broad term that describes a wide breadth and depth of services, knowledge and skillsets. I would not object to the duties currently presented being adequately inclusive for the workflow of a very specific scope of work, but the box as drawn both misses and diminishes other areas of modeling that I think are integral to the job description and the industry… If the job of “energy modeler” must be defined in a “workflow” fashion (duties/tasks/steps) as currently presented, I would instead propose coming up with a workflow to describe three separate and distinct categories of modeling services:<o:p></o:p></span></p><p class=MsoListParagraph style='text-indent:-.25in;mso-list:l3 level1 lfo4'><![if !supportLists]><span style='font-size:11.0pt;font-family:Symbol;color:#002060'><span style='mso-list:Ignore'>·<span style='font:7.0pt "Times New Roman"'> </span></span></span><![endif]><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";color:#002060'>“<b>Compliance Modeling</b>” – Using energy models to demonstrate code/standard compliance and using prescriptive procedures such as the Performance Rating Method to demonstrate relative performance against an established design standard (i.e. LEED, Title24, EPAcT)<o:p></o:p></span></p><p class=MsoListParagraph style='text-indent:-.25in;mso-list:l3 level1 lfo4'><![if !supportLists]><span style='font-size:11.0pt;font-family:Symbol;color:#002060'><span style='mso-list:Ignore'>·<span style='font:7.0pt "Times New Roman"'> </span></span></span><![endif]><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";color:#002060'>“<b>Renovation/Retrofit Modeling</b>” – Modeling inclusive of existing buildings and systems, characteristically involving additional measurements and information gathering to define and calibrate baseline models tied more closely to reality, with the explicit intent to make informed cost-benefit and ROI analyses and recommendations for cost saving measures.<o:p></o:p></span></p><p class=MsoListParagraph style='text-indent:-.25in;mso-list:l3 level1 lfo4'><![if !supportLists]><span style='font-size:11.0pt;font-family:Symbol;color:#002060'><span style='mso-list:Ignore'>·<span style='font:7.0pt "Times New Roman"'> </span></span></span><![endif]><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";color:#002060'>“<b>Design Analysis Modeling</b>” - SD/DD early stage decision-making modeling, wherein baselines and results are built on relatives and isolating the variables in play to analyze and inform design decisions. Baselines are dynamic to suit any given study, and inherently cannot follow a prescriptive modeling standard assuming a complete design. More description to follow.</span><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";color:#002060'><o:p></o:p></span></p><p class=MsoListParagraph><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";color:#002060'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";color:#002060'>The order and weighting of the JTA duties/tasks/steps descriptions, as well as the areas of critical knowledge, varies for each of the above categories. For example, one doing “Renovation/Retrofit” modeling would generally want to first invest a good deal of time building a baseline model to match the properties and behavior of the existing building and its contents. An adequately calibrated baseline would functionally serve as a tool useful to identify the relative impact of individual and combined cost saving measures, and might also inform parallel ROI analyses for the building owner’s benefit. On the other hand, if one is being asked to provide modeling services specifically for LEED or another prescriptive performance rating, then he or she would generally be best served to start by accurately modeling the proposed design, from which the baseline can be constructed. In either instance, the steps and questions to be answered for “information gathering” stages, as well as the order and weighting of each “phase” varies quite dramatically. <o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";color:#002060'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";color:#002060'>Note: The three above categories of modeling are not mutually exclusive – any single project could conceivably incorporate any combination of the three, but they each draw on distinct skill sets. Obtaining the experience & knowledge to be an “expert” (or “qualified” or “competent” … all potentially loaded terms I would advise using judiciously) in any one sub-field of energy modeling does not make one a master of all three areas, and simultaneously having little experience in any one area does not render a modeler incompetent either.<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";color:#002060'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";color:#002060'>Much can be said to further differentiate and define these 3 areas, but where the first two are I think at least immediately identifiable/distinguishable to those within and periphery to our industry, I’ll provide some extra attention to help define “Design Analysis” modeling for this discussion – which I consider to be the least well-defined within our present industry (discussions surrounding the next iteration of LEED suggest this may change in years to come). Design decisions for new construction are often made without a finished proposed design to reference nor an existing building with energy bills to calibrate to. “Baselines” instead must be built in direct response to the queries posed, based on what information is and is not available. To illustrate with an example I’ve used previously: one may wish to pose a question like “What is the ideal WWR for the walls along our Southern facing building facades, considering the savings of daylighting controls and the impact of the resulting envelope thermal losses/gains?” This sort of question can be answered by a competent energy modeler, but to answer this question in a time-efficient fashion one has to have distinct skills of being able to identify, isolate and be ready to communicate & discuss:<o:p></o:p></span></p><p class=MsoNormal style='text-indent:.5in'><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";color:#002060'>(1) the measures being explored, <o:p></o:p></span></p><p class=MsoNormal style='text-indent:.5in'><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";color:#002060'>(2) the variables which affect the measured outcome, alongside assumptions of the design that must be made, and distinctly<o:p></o:p></span></p><p class=MsoNormal style='text-indent:.5in'><b><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";color:#002060'>(3) the parts of the building which do not have an appreciable impact on the result</span></b><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";color:#002060'>. <o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";color:#002060'>This last point is given a bold font in particular because in my experience, “Design Analysis” modeling occurs during the more fluid stages of design which demand producing feedback at a relatively fast pace, and the ability to holistically recognize what to focus on and what <b>not</b> to spend hours defining is critical to that end. I wager there is a certain combination of both energy modeling experience <u>and</u> building design experience that someone adept with “compliance modeling” would not need, but really facilitates providing this sort of quick, informative and accurate “design analysis” feedback. <o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";color:#002060'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";color:#002060'>In light of the proposed categories of modeling services, let’s step back to the topic of what the broader term “energy modeler” means in relation to this study:<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";color:#002060'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";color:#002060'>If the entire JTA form & structure is built around defining and weighting how much of any one “task” is performed for everything that falls under the job description of “energy modeling”… I find it hard to imagine such a broad single distribution could be usefully applied for a specific job or qualification description. The JTA approach to defining the job will likely be more constructive and useful if distinct sets of “job blueprints” are developed for each of the three categories described above. <o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";color:#002060'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";color:#002060'>I recognize this is a wall of text, but this JTA study presently seems too narrow to claim “identified tasks and weighting factors accurately represent the job of a commercial building energy modeler.” Personally, I find the present result to only vaguely describe the abilities and tasks required of my role as an energy modeler, and I think the consensus of feedback so far indicates others do not find this terribly representative either of their unique skill sets and abilities. A JTA study developed to isolate and identify the different requirements and duties for the 3 areas of energy modeling described above would be of much more use for someone defining/ improving certifications, standards and qualifications as well as defining the task at hand for solicitation or hiring purposes.<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";color:#002060'> <o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";color:#002060'>Sincerely,<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";color:#002060'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";color:#002060'>~Nick<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";color:#002060'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";color:#002060'>PS: I notice in my final review of this that this commentary is coming in a day late. I trust those interested will put this and any following discussion from the lists in the right hands.<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D'><img width=119 height=37 id="Picture_x0020_1" src="cid:image001.jpg@01CCAE7F.7CBEA410" alt="cid:489575314@22072009-0ABB"></span><b><span style='font-size:11.0pt;font-family:"Stylus BT","sans-serif";color:#2D4D5E'><o:p></o:p></span></b></p><p class=MsoNormal><b><span style='font-size:11.0pt;font-family:"Stylus BT","sans-serif";color:#2D4D5E'><o:p> </o:p></span></b></p><p class=MsoNormal><b><span style='font-family:"Stylus BT","sans-serif";color:#2D4D5E'>NICK CATON, P.E.<o:p></o:p></span></b></p><p class=MsoNormal><span style='font-size:7.5pt;font-family:"Calibri","sans-serif";color:#CC9900'>SENIOR ENGINEER<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:7.5pt;font-family:"Calibri","sans-serif";color:#CC9900'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:10.0pt;font-family:"Calibri","sans-serif";color:#2D4D5E'>Smith & Boucher Engineers</span><span style='font-size:7.5pt;color:#CC9900'><o:p></o:p></span></p><p class=MsoNormal><span style='font-size:10.0pt;font-family:"Calibri","sans-serif";color:#2D4D5E'>25501 west valley parkway, suite 200<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:10.0pt;font-family:"Calibri","sans-serif";color:#2D4D5E'>olathe, ks 66061<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:10.0pt;font-family:"Calibri","sans-serif";color:#2D4D5E'>direct 913.344.0036<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:10.0pt;font-family:"Calibri","sans-serif";color:#2D4D5E'>fax 913.345.0617<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D'><a href="www.smithboucher.com" title="blocked::www.smithboucher.com"><span style='font-size:10.0pt'>www.smithboucher.com</span></a></span><u><span style='font-size:10.0pt;font-family:"Calibri","sans-serif";color:blue'> </span></u><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D'><o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D'><o:p> </o:p></span></p><div style='border:none;border-top:solid #B5C4DF 1.0pt;padding:3.0pt 0in 0in 0in'><p class=MsoNormal><b><span style='font-size:10.0pt;font-family:"Tahoma","sans-serif"'>From:</span></b><span style='font-size:10.0pt;font-family:"Tahoma","sans-serif"'> Jason Kirkpatrick [mailto:jason.alan.kirkpatrick@gmail.com] <br><b>Sent:</b> Friday, November 18, 2011 6:29 PM<br><b>To:</b> Nick Caton<br><b>Cc:</b> Doug Hittle; Roth, Amir; Building Simulation; ibpsausa@lists.onebuilding.org<br><b>Subject:</b> Re: [Bldg-sim] [Ibpsausa] DOE Job Task Analysis for Energy Modelers: Open for public comment until Nov. 28th<o:p></o:p></span></p></div><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal style='margin-bottom:12.0pt'>All,<br><br>While I agree with some of the concerns regarding the Skills, Abilities and Attributes section of the document, I think that people are overlooking the real substance of the document, namely, the Duties, Tasks, and Steps that were outlined to define the energy modeling process.<br><br>I would like to hear some specific comments regarding that portion of the JTA. <br><br>-Jason<o:p></o:p></p></div></body></html>