Exceptional Calculations (EC)
EC Review Checks Overview
This group of quality control checks focuses on verifying calculations performed outside of the whole building simulation tool. The checks only apply to projects that include such calculations.
EC01 Documentation submitted for each exceptional calculation method reported in the Compliance Form meets 90.1 requirements.
90.1 2016, 2019 and 2022 ECB
Section 11.4.5/12.4.5:When the simulation program does not model a design, material, or device in the proposed design, an exceptional calculation method must be used. Where there are multiple designs, materials, or devices that the simulation program does not model, each must be calculated separately, and exceptional savings determined for each. The following documentation must be submitted for each exceptional calculation method:
- Theoretical and empirical information verifying the method’s accuracy, and step-by-step documentation of the exceptional calculation method performed, detailed enough to reproduce the results.
- Copies of all spreadsheets used to perform the calculations.
- A sensitivity analysis of energy consumption when each of the input parameters that are estimated is varied from half to double the value assumed.
90.1 2016, 2019, and 2022 PRM
Section G2.5Either the actual rates for purchased energy or state average energy prices published by U.S. Energy Information Administration (EIA) for commercial building customers may be used, but rates from different sources may not be mixed in the same project.
- Step-by-step documentation of the exceptional calculation method performed, detailed enough to reproduce the results.
- Copies of all spreadsheets used to perform the calculations.
- A sensitivity analysis of energy consumption when each of the input parameters is varied from half to double the value assumed.
- The calculations must be performed on a time-step basis consistent with the simulation program used.
Review Tips
- Exceptional calculations are listed in Table 1 of the Exceptional Calculations tab of the Compliance Form. Prioritize review of exceptional calculations that are expected to generate the greatest savings based on the information provided in Table 2 of the tab.
- Refer to Submittal Checklist #35 for the list of files and documents substantiating the exceptional calculations. Locate the material and confirm that the provided details meet 90.1 requirements quoted above for each exceptional calculation.
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Common mistakes
- Submittal includes screenshots or printouts of the calculations but not the spreadsheet files where formulas can be examined.
- Savings are estimated using proprietary calculators from the vendor of specified system and equipment.
- Calculation methodology not based on peer-reviewed reference or fundamental principles of physics or thermodynamics.
- The whole building simulation tool used on the project must be able to explicitly model all systems and components of the baseline/budget design (Section G2.2.1 b, Section 11.4.1.1/12.4.1.1 h), thus exceptional calculations may only apply to the proposed design.
EC02 Calculation methodology is acceptable and inputs reflect specified systems and equipment
90.1 2016, 2019, and 2022 The Energy Cost Budget and Performance Rating Methods
90.1 Sections 11.4.5 (12.4.5 in 90.1 2022), G2.5Each exceptional calculation is subject to approval by the authority having jurisdiction or rating authority.
Review Tips
- The Energy Cost Budget and Performance Rating Methods require that all building systems and equipment are modeled identically in the baseline/budget and proposed design except when specifically allowed to be different (see Table 11.5.1 No 1 (12.5.1 No 1 in 90.1 2022) and Table G3.1 No 1. Confirm that system or equipment that is the subject of exceptional calculation method is an allowed trade-off opportunity.
- Verify methodology used for the exceptional calculation methods to confirm that it is acceptable
- Confirm that calculation inputs reflect properties of the relevant systems and equipment specified in the design documents.
- Ensure that operating conditions assumptions and other inputs not inherent in system design are conservative and do not exaggerate savings.
- Verify that applicable interactive effects are accounted for.
EC03 Contribution of exceptional calculations toward compliance does not exceed the allowed limits
90.1 2016 and 2019/2022 ECB
There is no limit on the contribution of savings documented via exceptional calculations toward compliance.
90.1 2016, 2019 and 2022 PRM
Section G2.5: When the simulation program does not model a design, material, or device associated with the proposed design, an approved exceptional calculation method may be used. The total Exceptional Savings must not account for more than half of the difference between the baseline building performance and the proposed building performance.
Review Tips
- The required cap is automatically accounted for in the Compliance Calculations tab of the Compliance Form based on the compliance path followed by the project.
- Even though the ECB does not limit contribution of exceptional calculations toward compliance, the AHJ may choose to limit contribution of exceptional calculations towards trade-offs since such calculations often involve in-house spreadsheets developed by the Permit Applicant and are not peer-reviewed, or based on savings estimates by the vendor of the system and component being specified.
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Example EC03
Q: The modeled baseline energy cost is $100,000 and the modeled proposed energy cost is $92,000. In addition, the submittal includes $9,000 savings from a ventilated façade which could not be modeled in the simulation tool. The savings were determined using exceptional calculations and documented as required in 90.1 Section G2.5. What proposed building performance should be used to calculate PRM compliance following 90.1 Section G1.2.2?
A: The difference between the baseline and proposed energy cost without accounting for exceptional calculations is $100,000-$92,000=$8,000. The savings from exceptional calculations are greater than $8,000*0.5=$4,000, thus the allowed contribution of the exceptional calculations toward savings is capped at $4,000. The proposed energy cost that must be used in the compliance calculations is $92,000-$4,000=$88,000. The Performance Cost Index is equal to $88,000 / $100,000=0.88.
A: The difference between the baseline and proposed energy cost without accounting for exceptional calculations is $100,000-$92,000=$8,000. This means that savings from exceptional calculations are capped at $8,000 (i.e., at $8,000 the total exceptional savings would constitute half of the difference between the baseline and the proposed building performance including the savings from exceptional calculations, the total savings would be $16,000 if exceptional calculation savings were $8,000). The proposed energy cost that must be used in the compliance calculations is $92,000-$8,000=$84,000. The Performance Cost Index is equal to $84,000 / $100,000=0.84.