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INVITATION TO SUBMIT A RESEARCH PROPOSAL ON AN ASHRAE RESEARCH PROJECT 1565-TRP, Development of the ASHRAE Design Guide for Dedicated

Outdoor -Air Systems Re-bid Attached is a Request-for-Proposal (RFP) for a project dealing with a subject in which you, or your institution have expressed interest. Should you decide not to submit a proposal, please circulate it to any colleague who might have interest in this subject. Sponsoring Technical Committee: TC 8.10, Mechanical Dehumidification Equipment and Heat Pipes Budget Range: $150,000 may be more or less as determined by value of proposal and competing proposals.

Scheduled Project Start Date: April 1, 2012 or later. All proposals must be received at ASHRAE Headquarters by December 15, 2011. Electronic copies must be sent to rpbids@ashrae.org. Electronic signatures must be scanned and added to the file before submitting. The submission title line should read: XXXX-TRP, Research Title and Bidding Institutions Name (electronic pdf format, ASHRAEs server will accept up to 10MB) If you have questions concerning the Project, we suggest you contact one of the individuals listed below: For Technical Matters Technical Contact John Murphy Trane Commercial Systems 3600 Pammel Creek Road La Crosse, WI, USA 54601 Phone : 608-787-4292 Fax: 608-787-3005 Email: jmurphy@trane.com For Administrative or Procedural Matters: Manager of Research & Technical Services (MORTS) Michael R. Vaughn ASHRAE, Inc. 1791 Tullie Circle, NE Atlanta, GA 30329 Phone: 404-636-8400 Fax: 678-539-2111 E-Mail: MORTS@ashrae.net

Contractors intending to submit a proposal should so notify, by mail, fax or e-mail, the Manager of Research and Technical Services, (MORTS) by November 30, 2011 in order that any late or additional information on the RFP may be furnished to them prior to the bid due date. Proposals may now be submitted electronically. Electronic submissions require a PDF file containing the complete proposal preceded by signed copies of the two forms listed below in the order listed below. ONLY electronic proposals are to be sent to rpbids@ashrae.org. All other correspondence must be sent to ddaniel@ashrae.org and mvaughn@ashrae.org. Hardcopy submissions require 1-signed original in the same order. In all cases, the proposal must be in the hands of the ASHRAE MORTS by 8 a.m. EDT December 15, 2011. The following forms must accompany the proposal: (1) ASHRAE Application for Grant of Funds (signed) (2) Additional Information for Contractors (signed) ASHRAE reserves the right to reject any or all bids.

1565-TRP, Development of the ASHRAE Design Guide for Dedicated Outdoor-Air Systems State of the Art (Background) The use of dedicated outdoor-air systems for ventilation has become increasingly popular throughout the world. In developing countries and countries which have only recently made mechanical cooling an assumption, the problems of inadequate ventilation have become more widespread. Also, in many urban areas, the outdoor air quality is so poor that simply bringing outdoor air into the HVAC system without special care can reduce rather than increase indoor air quality. Finally, the problems of mold in buildings in all climates are often either catalyzed or caused by inadequate dehumidification of incoming ventilation air. Unfortunately, many of the dedicated outdoor-air systems designed and installed today to avoid these problems are ineffective. Often, they are designed to achieve only one or two of the many functions necessary. They may cool the air efficiently, but fail to dry it; they may dry the air, but fail to filter it or heat it during the winter months; or they may fail to vary the ventilation airflow in response to building occupancy, which neglects the potential to save energy during most of the buildings operating hours. Others use overly simplified control strategies, neglect or improperly apply exhaust-air-energy recovery, and/or deliver the conditioned outdoor air to the building in a manner that reduces or limits the benefit of decoupling the ventilation from space conditioning. All of these shortcomings and errors increase installed costs as well as energy use. And they often fail to provide adequate amounts of ventilation air, or they provide excessive amounts of ventilation air, which wastes energy and increases carbon emissions. Currently, sources of good design guidance are spread across various publications and presentations, making it difficult for practicing HVAC design engineers to easily obtain, understand, and put to productive use. And most importantly, much of the expertise and lessons learned from designing dedicated outdoor-air systems has not yet been written down, but remains inaccessible except through personal conversations with grizzled veterans over drinks during ASHRAE meetings. Justification and Value to ASHRAE This design guide will help practicing HVAC engineers design dedicated outdoor-air systems that minimize energy use, maximize indoor environmental quality, and balance life-cycle cost with environmental impact. A forum, titled Dedicated Outdoor-Air Systems: What information is required to develop a uniform design guide, was held at the 2007 ASHRAE Summer Meetings in Long Beach, CA. The consensus from the attendees was that a design guide would be very helpful, and a list of topics to be included in such a guide was generated during the forum. The first recommendation listed in the workshop report for Improving the Applications Volume of the ASHRAE Handbook (http://www.ashrae.org/publications/page/1554) is to create a separate, new chapter on dedicated outdoor-air systems. In fact, the participants spent time developing a detailed outline of the suggested chapter. Publication of a separate design guide would allow for 1) more detailed coverage of the subject and 2) higher quality graphics, than a handbook chapter would allow. This new design guide will: Define the step-by-step process for sizing the dedicated outdoor-air unit and local (space) HVAC equipment Compare the various dedicated OA system configurations Describe the available types of dedicated OA equipment (direct expansion, chilled water, desiccant, or combinations of these) and related components (air-to-air heat exchangers, evaporative cooling, etc.) Share best practices to advance the state-of-the-art Counsel engineers how to avoid common design mistakes (pitfalls) that result in re-work or poor system performance, and how to overcome barriers to the use of dedicated outdoor-air systems Since it will be the first compilation of its kind, it will be a very useful tool for practicing HVAC design engineers. This design guide would be a special ASHRAE publication and would be sold by ASHRAE. The TC is

requesting RAC to fund the development of this publication, as it has done for many of the current ASHRAE design guides. Examples of similar design guides that have been funded by RAC include: Underfloor Air Distribution Design Guide, Designers Guide for Ceiling-Based Air Diffusion, Laboratory Design Guide, Design Guide for Tall Commercial Buildings, Application Guide: Chiller Heat Recovery, Design Guide for Combustion Turbine Inlet Air Cooling Systems, Practical Guide to Noise and Vibration Control for HVAC Systems, and Application of Manufacturers Sound Data. Following completion of this guide, the TC will request funding from the ASHRAE Learning Institute (ALI) to create a new short course or online training course based on the content of this guide. Objective The job of the successful Principal Investigator (PI) will be to research the hard-won expertise about dedicated outdoor-air systems by reviewing the list of papers, articles, and seminar presentations provided by the PMS (partial list included in this work statement) and interviewing DOAS experts (both inside and outside of the ASHRAE community) to understand the practical aspects of designing, installing and operating a DOAS from both technical and economic perspectives. Then the PI will assemble, write, edit, and illustrate a four-color book which communicates this expertise effectively to a working-level HVAC designer who has to get the job done by Friday. After the book has been completed, approved by the PMS, and is press-ready, the PI will examine the content from the perspective of the needs of a brief chapter (less than 16 pages) on the same subject, to be included in the ASHRAE HandbookHVAC Systems and Equipment. The contractor will provide text and graphics which will assist the cognizant technical committees in their job of assembling, editing, and illustrating that new chapter. The text and graphics shall be provided by the contractor in the format required for the printed version of the ASHRAE Handbook, so that neither the technical committees nor ASHRAE staff must allocate time to re-draw or provide additional supporting illustrations, photos, diagrams, or tables. To be clear, this project does not require laboratory work or field research in the traditional sense. Instead, it requires a much more complex set of tasks. The successful Principal Investigator must research the current practical and economic aspects of system design, installation, and operation. A successful result will demand a combination of research, writing, design, illustration, and pre-press production skills. Using these skills, the PI will take the results of research into practical experience and deliver it in a form that allows HVAC designers and owners to apply the information to commonly-built commercial and institutional buildingsas opposed to research prototype buildings or technology demonstration projects. Scope The following work is to be performed by a single contractor, with subcontractors used as required to provide subject matter expertise and other services. In general, this design guide is to be developed as a practical "how to" manual (not a theoretical treatise) that provides evaluation techniques, design methodology, and design examples. It should not address technologies that are not practical, proven, or well documented. The design guide will summarize information with many examples, photographs, tables, graphs, and high-quality figures and diagrams. Models for the standard of writing and graphic presentation of this book are provided in the Other Information to Bidders section of this work statement. Task 1: Development and Approval of the Detailed Table of Contents, Layout, and Graphics Standards Using the detailed outline and list of existing papers, articles, and seminar presentations included in this work statement, along with extended research into user needs and interviews with experts, the principal investigator (PI) will develop a detailed table of contents for the design guide, addressing all of the topics raised in the outline, plus any other topics which the PI has learned, through user and expert interviews, will advance the goal of a practical design guide for everyday HVAC designers. The draft table of contents (TOC) will be submitted to the Project Monitoring Subcommittee (PMS) for review, modification, and approval within 90 days of the contract award. The PI shall provide a written version of the draft TOC at least two (2) weeks before a teleconference with the PMS members, in which the PI shall present the proposed TOC and describe the logic behind both its structure and content, based on his/her research into user needs.

At the same time or earlier, the PI shall provide and explain the proposed layout and graphic styles which will be used to create the design guide. Representative master pages for all major sections shall be provided in Adobe inDesign format. These shall include paragraphs and illustrations which show the proposed type faces, line weights, and other graphic styles required to present the content in both draft and final press-ready form. Both the PMS and ASHRAE Special Publications staff shall approve these formats to ensure that the guide will, after approval, proceed smoothly through the print production process. Note also that this design guide shall be prepared using dual units; e.g., rational inch-pound with equivalent SI units shown parenthetically. SI usage shall be in accordance with IEEE/ASTM Standard SI-10. Graphic standards for the layout, text, graphics and tables must accommodate dual units. Task 2: Development of the Draft Guide Using the detailed table of contents approved by the PMS, along with the graphic styles approved by the PMS and ASHRAE staff, the Principal Investigator will provide drafts of each chapter of the guide, complete with draft graphics, tables, and diagrams in-place and in color. The completed drafts will be submitted to the PMS for review as they are completed, allowing the PMS a minimum of two (2) weeks of review time per chapter. Within that time frame, the PMS will submit suggested changes, additions, or deletions to the PI for incorporation into the draft. Task 3: Final Approval of the Guide After the Principal Investigator incorporates the suggested changes into each chapter, a final draft in nearpress-ready format will be submitted to the PMS for final review and approval. Near-press-ready format means that all pages and all graphics, tables, and illustrations shall be in final form, and in compliance with the full, CMYK graphic standards approved by the PMS and by ASHRAE staff. Task 4: Publication of the Guide Upon approval by the PMS, the Principal Investigator and chair of the PMS will work with the ASHRAE Special Publications staff to publish the design guide. The PI will prepare the final inDesign files for publication. The PI shall provide all files as a complete, press-ready, preflighted inDesign book file, and shall also provide the original files for any embedded graphics which were not generated within inDesign itself. The PI shall also provide a complete double-sided color laser proof for both the book and cover. Task 5: Propose Draft Text and Graphic for a New Handbook Chapter Using the approved final text and graphics for the design guide, the Principal Investigator will draft proposed paragraphs for a new chapter in the ASHRAE Handbook titled Dedicated Outdoor-Air Systems for Ventilation. The PI shall create these candidate paragraphs and supporting tables and graphics, in the format required for the current printed edition of the ASHRAE Handbook, and submit them to the PMS for approval. Upon approval by the PMS, the PI shall provide the PMS with the text and graphic files, and allow the PMS to forward these to the cognizant technical committees which have been assigned the task of creating this new chapter. Deliverables: Progress, Financial and Final Reports, Research or Technical Paper(s), and Data shall constitute the deliverables (Deliverables) under this Agreement and shall be provided as follows: a. Progress and Financial Reports Progress and Financial Reports, in a form approved by the Society, shall be made to the Society through its Manager of Research and Technical Services at quarterly intervals; specifically on or before each January 1, April 1, June 10, and October 1 of the contract period. Furthermore, the Institutions Principal Investigator, subject to the Societys approval, shall, during the period of performance and after the Final Report has been submitted, report in person to the sponsoring Technical Committee/Task Group (TC/TG) at the annual and winter meetings, and be available to answer such questions regarding the research as may arise.

The PMS also anticipates the need for occasional conferences calls to discuss draft chapters. The PI will be expected to participate in these conferences calls to ensure clear and complete understanding of the PMS guidance without the need for detailed written documentation on the part of the PMS. Following such conference calls, the PI shall provide the PMS Chair with a brief summary (by e-mail) of his/her understanding of the key aspects of PMS guidance from the conference calls. b. Proposed Table of Contents, Layout, and Graphics Standards The PI will submit a proposed table of contents for the guide for review (as described in Task 1 of the Scope section), along with the proposed layout and graphic styles which will be used to create the design guide (also described in Task 1 of the Scope section). Draft Chapters for Review Using the table of contents and layout and graphic standards approved by the PMS, the PI will submit drafts of each chapter for review (as described in Task 2 of the Scope section), in accordance with the schedule agreed upon between the PI and PMS. The PI shall allow the PMS a minimum of two (2) weeks of review time per chapter. Final Design Guide Upon approval by the PMS, the PI will submit the final inDesign files to the chair of the PMS and ASHRAE Special Publications staff. The PI shall provide all files on CD-ROM as a complete, press-ready, preflighted inDesign book file, and shall also provide the original files for any embedded graphics which were not generated within inDesign itself. The PI shall also provide a complete double-sided color laser proof for both the book and cover. Draft Handbook Chapter Upon approval by the PMS, the PI will submit the final text and graphic files to the chair of the PMS. The PI shall provide all files (text, tables, and supporting graphics) on CD-ROM, in the format required by ASHRAE Handbook staff for the current printed edition. Final Report A written report, design guide, or manual, (collectively, Final Report), in a form approved by the Society, shall be prepared by the Institution and submitted to the Societys Manager of Research and Technical Services by the end of the Agreement term, containing complete details of all research carried out under this Agreement, including a summary of the control strategy and savings guidelines. Unless otherwise specified, the final draft report shall be furnished, either electronically or hardcopy format (6 copies) for review by the Societys Project Monitoring Subcommittee (PMS). Tabulated values for all measurements shall be provided as an appendix to the final report (for measurements which are adjusted by correction factors, also tabulate the corrected results and clearly show the method used for correction). Following approval by the PMS and the TC/TG, in their sole discretion, final copies of the Final Report will be furnished by the Institution as follows: -An executive summary in a form suitable for wide distribution to the industry and to the public. - One unbound copy, printed on one side only, suitable for reproduction. - One bound copy -Two copies on CD-ROM disks; one in PDF format and one in Microsoft Word. g. HVAC&R Research or ASHRAE Transactions Technical Papers One or more papers shall be submitted first to the ASHRAE Manager of Research and Technical Services (MORTS) and then to the ASHRAE Manuscript Central website -based manuscript review system in a form and containing such information as designated by the Society suitable for publication. Papers specified as deliverables should be submitted as either Research Papers for

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HVAC&R Research or Technical Paper(s) for ASHRAE Transactions. Research papers contain generalized results of long-term archival value, whereas technical papers are appropriate for applied research of shorter-term value, ASHRAE Conference papers are not acceptable as deliverables from ASHRAE research projects.. The paper(s) shall conform to the instructions posted in Manuscript Central for an ASHRAE Transactions Technical or HVAC&R Research papers. The paper title shall contain the research project number (1565-RP) at the end of the title in parentheses, e.g., (1565-RP). All papers or articles prepared in connection with an ASHRAE research project, which are being submitted for inclusion in any ASHRAE publication, shall be submitted through the Manager of Research and Technical Services first and not to the publication's editor or Program Committee. d. Data Data is defined in General Condition VI, DATA e. Project Synopsis A written synopsis totaling approximately 100 words in length and written for a broad technical audience, which documents 1. Main findings of research project, 2. Why findings are significant, and 3. How the findings benefit ASHRAE membership and/or society in general shall be submitted to the Manager of Research and Technical Services by the end of the Agreement term for publication in ASHRAE Insights The Society may request the Institution submit a technical article suitable for publication in the Societys ASHRAE JOURNAL. This is considered a voluntary submission and not a Deliverable. Technical articles shall be prepared using dual units; e.g., rational inch-pound with equivalent SI units shown parenthetically. SI usage shall be in accordance with IEEE/ASTM Standard SI-10. Level of Effort The anticipated level of effort is 24-48 professional-months with a total cost of $150,000. The project is to be completed within 24 months of the contract award, including time for user research, detailed table of contents review/approval, draft chapter reviews, and final approval of the completed press-ready design guide and draft handbook chapter. Other Information to Bidders: 1) Proposed Detailed Outline: The detailed outline included in this work statement is based on input from the Project Monitoring Subcommittee and participants of the ASHRAE Handbook Improvement Workshop. The input comes from practicing design, contracting and building operations professionals, and also from manufacturers of DOAS systems and their applications engineers and service technicians. The PMS believes this is a good start on a comprehensive table of contents for this book, but it is not set in stone. The PMS believes that, after the Principal Investigator has performed his/her own independent user research, there may be subjects which must be added to this outline, and perhaps some restructuring may help to make the information more accessible and useful. Note, however, that if the PIs proposal does not address the issues described in the attached outline, it shall be deemed nonresponsive. 2) User Review: The goal of this project is to publish a design guide which is engaging and easy-to-read, in addition to being comprehensive and technically accurate Accordingly, the PMS suggests that if the PI wants to demonstrate that the guide is likely to succeed on this high level, he/she might consider recruiting a small group of readers from the target audiences for the design guide, who would read and provide comments to improve the readability, clarity, and utility of the content of each chapter. If such a group included readers from outside the usual ASHRAE membership, it could help limit the current problem of ASHRAE publications being perceived as out of touch with the needs of anybody other than academics, researchers, and designers of tall buildings.

3) Style and Content Dos and Donts: ASHRAE publications are designed for many audiences and many purposes. This publication is aimed at everyday user needs, as opposed to the needs of the international research record, or the narrow and deep technical precision of journal articles. For example, this publication should not read like an ASHRAE standard, which must use legally-accurate code language. Nor should it read like a paper written for ASHRAEs Journal of HVAC&R Research. Still less should it look like or read like the background information in Chapter 8, Thermal Comfort, of the ASHRAE HandbookFundamentals. That chapter provides extensive, clearly-written, and potentially very useful background information on thermal comfort but it does not describe how a designer should go about actually achieving thermal comfort. This design guide will be a step-by-step guide which emphasizes design guidance over interesting background, and one which emphasizes the economic and annual energy use associated with using dedicated outdoor-air systems for ventilation. It must also look broadly, just as the designer must do: it must show how DOAS has been integrated into the overall building and HVAC design for maximum construction economy and minimum annual energy use. 4) Model Books: A list of publications which exemplify the design and writing styles preferred for this book is included below. All of these publications are written in an engaging style. Several also have an inviting and easy-to-read layout, typography and rich graphics, which are what the PMS is seeking, to assist the continuous improvement of ASHRAE books. Books which exemplify either the writing or the graphic style (or both) which are required for this project: The ASHRAE Guide for Buildings in Hot & Humid Climates , 2nd Edition, by Lewis G. Harriman III and Joseph Lstiburek Published by ASHRAE (ISBN 978-1-933742-43-4) The ASHRAE Design Guide for Humidity Control in Commercial and Institutional Buildings by Lewis G. Harriman III, Geoff W. Brundrett, and Reinhold Kittler Published by ASHRAE (ISBN 1-883413-98-2) Residential Windows, 3rd Edition by John Carmody, Stephen Selkowitz, Dariush Arasteh, and Lisa Hershong Published by W.W. Norton (ISBN 978-0-393-73255-2) ASHRAE Standard 90.1-2007 Users Manual by Charles Ely and Zelaikha Akram Published by ASHRAE (ISBN 978-1-933742-41-0) Buildings and Energy: A Systematic Approach by Enno Abel and Arne Elmroth Published by FORMAS Swedish Building Research Council (ISBN 978-91-540-5997-3) Advanced Energy Design Guide for Small Retail Buildings Published by ASHRAE (ISBN 1-933742-06-2) Advanced Energy Design Guide for K-12 School Buildings Published by ASHRAE (ISBN 1-978-933742-21-2) HVAC Simplified by Stephen Kavanaugh Published by ASHRAE (ISBN 1-931862-97-4) Note to prospective contractors: Lew Harriman of Mason-Grant Consulting, the project manager and lead author for the first two examples on this list, and Stanley Mumma, the author of many of the articles

and papers listed in the References section of this work statement, both currently serve on the PMS for this project. Accordingly, neither Lew, Stan, nor Lews consulting firm will be a bidder or a subcontractor for this contract. 5) Team Experience: This is fundamentally a book-writing project. Accordingly, the prospective contractors proposal should demonstrate a clear understanding of the skill requirements by including the names and experience of the specific team members who will be providing the writing, layout, and graphics for the design guide, along with those individuals who will provide the project management and basic research into user needs. Further, the proposal should include both PDFs of sample pages as well commercially-printed, physical examples of similar four-color books or other publications which have been written, designed, or illustrated by these specific team members. Proposal Evaluation Criteria Project Evaluation Subcommittee (PES) to evaluate proposals and select a contractor to recommend: Criteria Contractors demonstrated understanding the material, based on the proposal submitted by the contractor and on the relevant skills and experience of proposed team members (include schematics of the typical system and equipment configurations listed in the proposed outline) Quality of the contractors previous publications, based on samples of similar publications submitted by the contractor Performance of the contractor on prior ASHRAE or other projects (no penalty for new contractors) Weighting Factor 50%

35% 15%

References 1. ARI Guideline V. 2003. Calculating the Efficiency of Energy Recovery Ventilation and Its Effect on Efficiency and Sizing of Building HVAC Systems. Air-Conditioning and Refrigeration Institute. 2. ARI Guideline W. 2005. Selecting, Sizing, & Specifying Packaged Air-to-Air Energy Recovery Ventilation Equipment. Air-Conditioning and Refrigeration Institute. 3. ASHRAE Short Course. Understanding and Designing Dedicated Outdoor Air Systems. Instructor: S. Mumma. 4. ASHRAE Short Course. Engineering for Sustainability: Understanding Air-to-Air Energy Recovery Technologies and Applications. Instructor: P. Pieper. 5. Coad, W. 1999. Conditioning Ventilation Air for Improved Performance and Air Quality. HPAC Engineering (September). 6. Conroy, C. and S. Mumma. 2001. Ceiling Radiant Cooling Panels as a Viable Distributed Parallel Sensible Cooling Technology Integrated with Dedicated Outdoor Air Systems. ASHRAE Transactions 107(1). 7. Cummings, J. and D. Shirey. 2001. Separating the 'V' From HVAC. ASHRAE IAQ Applications 2(3). 8. Dieckmann, J., K. Roth, and J. Brodrick. 2003. Emerging Technologies: Dedicated Outdoor Air Systems. ASHRAE Journal 45(3). 9. Dieckmann, J., K. Roth, and J. Brodrick. 2007. Emerging Technologies: Dedicated Outdoor Air Systems Revisited. ASHRAE Journal 49(12). 10. Harriman, L. 2001. Humidity Control Design Guide for Commercial and Institutional Buildings . Atlanta: ASHRAE. 11. Jeong, J., S. Mumma, and W. Bahnfleth. 2003. Energy Conservation Benefits of a Dedicated Outdoor Air System with Parallel Sensible. ASHRAE Transactions 109(2). 12. Jeong, J. and S. Mumma. 2006. Designing a Dedicated Outdoor Air System with Ceiling Radiant Cooling Panels. ASHRAE Journal 48(10). 13. Jeong, J. and S. Mumma. 2007. Binary Enthalpy Wheel Humidification Control in Ded icated Outdoor Air Systems. ASHRAE Transactions 113(2). 14. Morris, W. 2003. The ABCs of DOAS: Dedicated Outdoor Air Systems. ASHRAE Journal 45(5). 15. Mumma, S. 2001. Overview of Integrating Dedicated Outdoor Air Systems with Parallel Terminal Systems. ASHRAE Transactions 107(1).

16. Mumma, S. 2001. Dedicated Outdoor Air-Dual Wheel System Control Requirements. ASHRAE Transactions 107(1). 17. Mumma, S. and K. Shank. 2001. Achieving Dry Outside Air in an Energy-Efficient Manner. ASHRAE Transactions 107(1). 18. Mumma, S. 2001. Designing Dedicated Outdoor Air Systems. ASHRAE Journal 43(5). 19. Mumma, S. 2002. Chilled Ceilings in Parallel with Dedicated Outdoor Air Systems: Addressing the Concerns of Condensation, Capacity, and Cost. ASHRAE Transactions 108(2). 20. Mumma, S. and J. Jeong. 2005. Direct Digital Temperature, Humidity, and Condensate Control for a Dedicated Outdoor Air-Ceiling Radiant Cooling Panel System. ASHRAE Transactions 111(1). 21. Mumma, S. and J. Jeong. 2005. Field Experience Controlling a Dedicated Outdoor Air System. ASHRAE Transactions 111(2). 22. Mumma, S. 2007. DOAS and Desiccants. Engineered Systems 44(8). 23. Mumma, S. 2008. Terminal Equipment With DOAS: Series vs. Parallel. Engineered Systems 45(5). 24. Murphy, J. 2006. Smart Dedicated Outdoor Air Systems. ASHRAE Journal 48(7). 25. Murphy, J. 2008. DOAS Configurations and Control Strategies. ASHRAE IAQ Applications 9(3). 26. Murphy, J. 2009. Role of Safety Factors in the Design of Dedicated Outdoor Air Systems (DOAS). ASHRAE Transactions 116(2). 27. Shank, K. and S. Mumma. 2001. Selecting the Supply Air Conditions for a Dedicated Outdoor Air System Working in Parallel with Distributed Sensible Cooling Terminal Equipment. ASHRAE Transactions 107(1). 28. Seminar 39. 2006. Designing for Dehumidification and Mold Avoidance. ASHRAE Winter Meetings. Chicago, Illinois. 29. Seminar 11. 2007. Energy Efficient Design for Outside Air Systems Part 1. ASHRAE Winter Meetings. Dallas, Texas. 30. Seminar 54. 2007. Energy Efficient Design for Outside Air Systems Part 2. ASHRAE Winter Meetings. Dallas, Texas. 31. Seminar 85. 2008. Developing the Uniform DOAS Design Guide. ASHRAE Winter Meetings. New York, New York. 32. Witte, M.J. 2006. Evaluating the Ability of Unitary Equipment to Maintain Adequate Space Humidity Levels: Phase II. ASHRAE Research Project 1254.

ATTACHMENT: Proposed detailed outline for this design guide 1) Introduction a) Comparing dedicated vs. combined ventilation systems i) Combined ventilation systems (1) Description (2) Advantages and Limitations ii) Dedicated outdoor-air systems for ventilation (1) Description (2) Advantages and Limitations (e.g., loss of full airside economizer cooling) 2) Basic functions & components a) Cooling b) Dehumidification c) Reheating/tempering d) Heating e) Humidification f) Filtration/air cleaning g) Airflow control h) Energy recovery (stress the importance of downsizing cooling and heating equipment) i) Recirculation air path for unoccupied humidity control j) Air distribution and space diffusion k) Sensors and controls 3) Typical system configurations (descriptions, advantages and limitations, common problems and solutions) a) Conditioned OA delivered directly to the occupied spaces i) Fan-coils, PTACs, water-source heat pumps, small packaged or split DX units, chilled ceilings, passive chilled beams, variable refrigerant flow (VRF) b) Conditioned OA delivered to the intakes of local, single-zone HVAC units i) Fan-coils, water-source heat pumps, small packaged or split DX units, active chilled beams, variable refrigerant flow (VRF), small air handlers c) Conditioned OA delivered to the intakes of centralized, multiple-zone HVAC units i) VAV air handlers, large packaged DX units 4) Typical equipment configurations (description, advantages and limitations, common problems and solutions) a) Cooling coil (DX or chilled water) b) Cooling coil + heating coil for reheat (new energy or recovered) c) Cooling coil + sensible air-to-air heat recovery for reheat (series or parallel*) d) Exhaust-air energy recovery (sensible or total) + cooling coil e) Exhaust-air energy recovery (sensible or total) + cooling coil + sensible air-to-air heat recovery for reheat (series or parallel*) f) Cooling coil + passive desiccant dehumidification wheel (series or parallel**) g) Exhaust-air energy recovery + cooling coil + passive desiccant dehumidification wheel (series or parallel**) h) Cooling coil + active desiccant dehumidification wheel i) Evaporative cooling (direct or indirect) * For reheat, parallel refers to an air-to-air heat exchanger that transfers heat from the exhaust airstream to reheat the dehumidified OA. Series refers to an air -to-air heat exchanger that transfers heat from the entering outdoor air (upstream of the cooling coil) to reheat the dehumidified OA.

** For a passive desiccant dehumidification wheel, parallel refers to one side of the wheel being located downstream of the cooling coil and the other side located in a separate exhaust or scavenger airstream. Series refers to one side of the wheel being located downstream of the cooling coil and the other side located upstream of the cooling coil. 5) Design guidelines and suggestions (dos and donts) a) Complying with ASHRAE Standard 62.1 b) Complying with ASHRAE Standard 90.1 c) Methodologies for evaluating design alternatives i) Example design matrix (dedicated OA system vs. other system types) ii) Available metrics for equipment performance d) Selecting climatic design conditions e) Selecting supply air conditions i) Calculating the space latent loads ii) Determining the desired space humidity level iii) Neutral versus cold f) Sizing/selecting dedicated OA equipment i) Selecting equipment for reserve capacity g) Sizing/selecting local HVAC units h) Sizing/selecting air distribution components i) Control strategies i) Interfacing with building automation systems j) Energy-saving strategies i) Demand-controlled ventilation (scheduling, occupancy sensors, CO2 sensors) k) Locating outdoor air inlets l) Measuring, controlling and reporting ventilation airflow m) Designing for operation and maintenance 6) Climate-specific suggestions a) Humid and hot climates b) Dry climates c) Cold climates d) Sites with poor outdoor air quality 7) Application-specific examples and suggestions a) Classrooms b) Office or retail buildings c) Public buildings d) Secure facilities e) Multi-unit residential buildings f) Tall or very large buildings g) Hospitals and surgical centers h) Interfacing with natural ventilation 8) Operation and maintenance issues a) Impact of improper operation and/or inadequate maintenance b) Seasonal setpoint adjustments c) Changing filters d) Periodic inspection and cleaning e) Recalibration of sensors (temperature, humidity, airflow, pressure) f) Cleaning condensate drains 9) Issues when retrofitting existing building with dedicated outdoor-air systems. 10) References 11) Bibliography

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