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Capital Projects Technology Roadmap Element 5 Tactical Plan, Intelligent, Self-maintaining and Repairing Operational Facility

October 2004

3925 West Braker Lane (R4500) Austin, TX 78759 www.fiatech.org ď›™2004 FIATECH


Capital Projects Technology Roadmap Element 5 Tactical Plan, Intelligent, Self-maintaining and Repairing Operational Facility

ABSTRACT FIATECH is a non-profit consortium that focuses on the fast-track development and deployment of technologies to improve substantially how capital projects and facilities are designed, engineered, constructed, and maintained. FIATECH develops new technologies and adapts existing technologies from our industry, as well as others, while working with the standards community to accelerate the development of industry-wide standards and guidelines for capital projects. This publication, Capital Projects Technology Roadmap, was developed through a cooperative effort, with input and support from many contributing individuals and organizations, as referenced below. This report is freely available to the public; however, no copies may be made or distributed and no modifications made without prior written permission from FIATECH. To obtain permission for this or other FIATECH publications, contact FIATECH at www.fiatech.org or 512-232-9600.

Copyright Š 2004 by FIATECH. All Rights Reserved.

ď›™2004 FIATECH

October 2004, Element 5


Capital Projects Technology Roadmap Element 5 Tactical Plan, Intelligent, Self-maintaining and Repairing Operational Facility

Intelligent, Self-maintaining and Repairing Operational Facility Element 5 Tactical Plan for the Capital Projects Technology Roadmap Table of Contents INTELLIGENT SELF-MAINTAINING AND REPAIRING OPERATIONAL FACILITY..................................5 SCOPE............................................................................................................................................................................................ 5 W ORKING TEAM.......................................................................................................................................................................... 5 VISION........................................................................................................................................................................................... 6 CURRENT SITUATION.................................................................................................................................................................. 6 POTENTIAL BENEFITS AND OPPORTUNITIES............................................................................................................................ 7 POTENTIAL BARRIERS AND CHALLENGES............................................................................................................................... 8 GOALS......................................................................................................................................................................................... 10 STRATEGY FOR A CHIEVING THE GOAL.................................................................................................................................. 10 FOCUS A REAS AND PROJECTS................................................................................................................................................. 12 SEVEN-YEAR TIMELINE ........................................................................................................................................................... 14 CASE STUDIES............................................................................................................................................................................ 15 ORGANIZATIONS W ORKING IN FOCUS A REAS...................................................................................................................... 15 EXISTING RELEVANT RESEARCH A CTIVITIES AND RESULTS............................................................................................. 15 FUNDING SOURCES ................................................................................................................................................................... 15 PROJECT DESCRIPTIONS BY FOCUS A REA ............................................................................................................................. 16 E5-FA1: Facility Condition Assessment .........................................................................................................................17 E5-FA1-P1 Real Time Facility Condition Assessment .................................................................................................... 17

E5-FA2: Facility Performance .........................................................................................................................................19 E5-FA2-P1 Lifecycle Facility Performance Modeling and Simulation............................................................................ 19 E5-FA2-P2 Automated Startup and Continuous Commissioning .................................................................................... 21

E5-FA3: Information Exchange.......................................................................................................................................22 E5-FA3-P1 Real-time O&M Information Exchange ........................................................................................................ 22 E5-FA3-P2 Integration with the Asset Lifecycle Information System (ALIS) ................................................................ 24

E5-FA4: Intelligent Materials...........................................................................................................................................25 E5-FA4-P1 Self-Maintaining, Self-repairing Facility Systems ........................................................................................ 25 E5-FA4-P2 Sensing Technologies for Building Performance .......................................................................................... 27

E5-FA5: Catastrophic Event Mitigation and Recovery Technologies.......................................................................29 E5-FA5-P1 Catastrophic Event Mitigation and Recovery Technologies ......................................................................... 29

E5-FA6: Automated/Integrated Decommissioning and Demolition (D&D) Techniques and Technologies.......30 E5-FA6-P1 Automated/Integrated D&D Technologies and Techniques ......................................................................... 30

ď›™2004 FIATECH

October 2004, Element 5, Table of Contents


Capital Projects Technology Roadmap Element 5 Tactical Plan, Intelligent, Self-maintaining and Repairing Operational Facility

ď›™2004 FIATECH

October 2004, Element 5, Table of Contents


Capital Projects Technology Roadmap Element 5 Tactical Plan, Intelligent, Self-maintaining and Repairing Operational Facility

Intelligent Self-maintaining and Repairing Operational Facility Element 5 Tactical Plan for the Capital Projects Technology Roadmap SCOPE Intelligent Self Maintaining and Repairing Operational Facilities provides the mechanisms for utilization of data to manage the actions necessary to ensure conditions and performance necessary to enable safe, secure and continuously optimized maintenance and operations.

WORKING TEAM The team members listed here have contributed to the content of this document during its development. For a list of current working team members refer to the FIATECH web site. Dr. Allan Chasey, Arizona State University (Champion) Mike Alianza, Intel Farshad Amir, Dupont Mitch Carr, Broadband Energy Networks Toby Considine , University of North Carolina David Katz, SaveEnergy Engineering, Inc. Tom Lohner, TENG Solutions Kirk McElwain, Continental Automated Buildings Association (CABA) Steve McNicol, Operations Management International (OMI) Chris Norris , National Research Council Canada Judy Passwaters , DuPont David Pruett, Burns and Roe John Sanislo, Broadband Energy Networks Larry Silverman, Broadband Energy Networks Meli Stylianou, Natural Resources Canada Dr. Russ Thomas , International Research Council Eric Treese, ON Semiconductor

Premise of the Tactical Plan: Future capital facilities will be planned, designed, constructed, operated, and maintained in such a way that the built environment will change dramatically. This transformation will improve the quality of life and workplace productivity by providing a healthier, safer, more secure and pleasant work environment. As indicated by the title, future facilities will be Intelligent (efficient and effective utilization of data), Self maintaining (self monitoring system of systems), Repairing (action taken to ensure operational status), Operational (facility/structure condition necessary for process or company needs to meet or facilitate change in the business environment), Facility (building/structure/plant that is design/constructed/operated/maintained for an intended purpose).

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VISION The Vision statement describes what is wanted in the future. Future capital facilities will be programmed, designed and constructed to be an intelligent integrated system of systems. These intelligent systems will utilize the data flow from self monitored equipment and systems to manage the actions necessary to ensure conditions and performance necessary to enable safe, secure, and continuously optimized facility operations. Data from these systems will be utilized in the Asset Lifecycle Information System (ALIS) (as described in Roadmap Element 9) to give facility owners/operators/service providers powerful capabilities for determining the best response to changes in business and/or environmental requirements to ensure continued support for the facility for the intended use, now and in the future. Facility systems will be totally integrated to utilize data generated during operation to automatically and autonomously activate built-in mechanisms to perform required maintenance and/or repair functions. If necessary, instructions will be automatically communicated to external support systems when the required actions are beyond the capabilities of the built-in mechanisms. A comprehensive network of sensors and decision support systems will provide continuous visibility of operational status and performance, providing trends for systems and flagging problems with recommendations for external intervention. Information from the embedded systems will provide feedback to future programming/design/ construction operations in support of the business and/or regulatory environment to ensure optimal facility utilization, even during response to crises.

CURRENT SITUATION The Current Problem statement describes the existing situation. Operation and maintenance (O&M) of capital facilities is focused on responding to conditions affecting day-to-day facility performance or to immediate system problems that degrade facility operation. Consequently, billions of dollars of capital assets today are not supported by or are completely lacking in adequate tools for facility monitoring or real-time condition assessment. Even though current generations of equipment or process systems incorporate capabilities for monitoring, control, and performance prediction, these capabilities are unique to their specific systems, and integration with legacy systems to make use of historical data is impractical at best. Design of new facilities and major upgrades also tends to respond to current business needs. Issues such as aging of structures and equipment deterioration, and long-term replacement of aging and/or outdated systems or equipment and eventual facility decommissioning receive only limited attention in the program planning and design stage. Incorporation of new technologies in existing facilities is done when the investments can be justified by near-term, bottom-line returns. Feedback from the O&M function to the planning and design functions is limited due to the lack of useful data that is available on current facility systems operations or performance. In other words, risk aversion and strong pressure to limit costs often drive facility designers and owner/operators to emphasize near-term needs ahead of long-term performance.

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Technologies for sensing and intelligent control are evolving rapidly, but their high cost has limited their application to processes with critical requirements for quality, safety, or similar high risk factors. Sensing systems and methodologies are needed that provide a broad base of measurements necessary for truly understanding the state of the facility down to the level of individual systems, processes, equipment, and structures. Pressing needs also exist for facility assessment tools, facility performance modeling capabilities, capture and management of lifecycle data, and predictive maintenance to develop a deeper understanding of the physics of a given facility - material properties, process dynamics, etc. - to enable accurate interpretation of sensor data by both monitoring systems and human overseers. Changes in the market, regulations, liabilities, and new requirements in response to homeland security needs add to the complexity owner/operators face in assessing requirements for facility maintenance, modification, and other lifecycle actions. The information required to accurately assess the current landscape is often missing, inaccurate, and difficult to translate to useful forms. Owner/operators have a wealth of data, but no protocols for interoperability to support integrated decision making. Universal and open communication standards are needed to enable industry-wide interoperability and improved efficiencies. Both technical and financia l parameters must be harmonized in new ways to facilitate the sustainability of lowest lifecycle costs.

POTENTIAL BENEFITS AND OPPORTUNITIES Implementing fully integrated intelligent facility concepts will dramatically change our built environment. This transformation will improve the quality and productivity of the workplace by providing a healthier, more pleasant, convenient and effective work environment. Intelligent facilities will enable owner/operators to significantly reduce the cost of operating and maintaining existing capital facilities, improve operational availability and reliability, reduce liability, and enhance responsiveness to changes in the business environment. Intelligent facility technologies will maximize the ability of the capital asset to deliver best value over its full lifecycle. Fast, proactive response to changing business requirements and dramatic reductions in failures, accidents, and associated risk and liability will aid operators in understanding the consequences of their strategies on future operation and provide the benefit of saving billions of dollars annually across the industry by providing optimal facility performance. Intelligent facilities will also provide the means for capturing the critical information needed to engineer future facilities for radically improved performance, cost-effectiveness, and lifecycle sustainability. These technologies will also offer the potential to capture a wealth of operational performance data that can be fed back to planning and design functions to benefit future programs. This element will integrate emerging technologies to improve industry's ability to operate and maintain capital facilities more effectively, affordably, and responsively from their first day of operation to the end of their useful life. Modeling and simulation tools offer the capability to optimize operations for longterm performance and sustainability - and the capability to use the design models to manage facilities with far greater effectiveness. Intelligent sensing, intelligent control, and information integration technologies offer continuously improving capabilities to predict and monitor facility and process health and performance. This will enable owners/ operators to make better decisions in all aspects of facility management in response to the business environment

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Access to information will allow all service providers to improve operating efficiencies and to offer new and enhanced services. Whether the service providers are life safety related or task (contract) related, operating efficiencies allows improved use of resources while reducing risk and liability. Specific benefits to stakeholders are cited in the table below. Stakeholder

Specific Benefit

Owner/Operators (including O&M)/Commercial Real Estate

- Continuous optimization of performance and profitability across the entire facility life - Reduced risk, liability, and total cost of ownership -"Disaster-proof" operations -Improved ability to respond to changes in the business environment Facility condition assessment will lead to better and more effective use of funds and personnel

Occupants/Tenants/Service Providers

Access to information for optimizing operations and tasks.

Architects

Feedback of O&M experience and lessons learned to continuously improve design of future facilities.

Design/Engineers

Feedback of O&M experience and lessons learned to continuously improve future facility designs Enable effective facility upgrades, renovations, and conversions to alternate use.

Construction

-Radically reduced time and cost of operational startup and handover -Accelerated ramp -up to full operating capability

Material/Equipment/Technology Suppliers

Greatly expanded opportunity for product evolution to support next generation facilities in all sectors of industry.

Insurers/Finance/Energy Providers

Reduction and control of risk (perception).

POTENTIAL BARRIERS AND CHALLENGES Many potential barriers and challenges exist for implementation of intelligent self-maintaining and repairing operation facilities. Understandably, first and foremost in any Owner's business plan is cost. Many of the current real estate processes have different underlying objectives. Developers, constructors, building operators and occupants each want to maximize their benefits from the building. New energy and environmental regulations are adding complexity and volatility in the integrated decision making process. Owners and developers must recognize that initial higher capital costs may be needed to provide the technology and programming of the systems in order to achieve sustainable lower operating costs. Unfortunately, the ability to quantify the benefits further hampers effort to add cutting edge technologies early in a project to gain lifecycle benefits. The greatest challenge in creating a new technology is the rollout cost of the first systems. Unless development funding is provided by government or large corporations, business investors will demand profitability within months, not years. Early cost savings should be explored possibly by integrating systems where they already exist. For example, energy consumed by our buildings over their lifecycle must be recognized as having significant social, financial and environmental costs. The use of intelligent and integrated systems provides the opportunity to use intelligent algorithms to maximize occupants' comfort, increase worker productivity and also contribute to optimization of valuable energy and water resources. The energy cost

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savings provided by the investment in intelligent systems will provide both the building owner and the local utility with a platform for win-win opportunities. Another major challenge will be the acceptance and use of an open communications protocol. Ownership of the intellectual property and the willingness to integrate and use open protocols challenges the traditional competitive advantage goals of technology companies. In designing and constructing a self maintaining facility the challenge which must be overcome is standardization in instrument level network architectures and software object models. Any given facility is currently an amalgamation of several different manufacturers' products. Manufacturer's will embed self-maintaining, self-repairing functionality within their equipment as a cost effective method of achieving "intelligence," standardization becomes essential to assure the interoperability of a self maintained facility. To date several manufacturers have attempted to implement "Open Architecture" standards with limited success, partly due to competitive reasons. More importantly, no manufacturer wants to fully commit to an open architecture standard unless they are confident that the standard will be accepted by the market place. As a result, open architecture offerings by various manufacturers have been at best tentative (and correspondingly expensive). Within the last decade, exchange of information between back office computer systems such as SAP software with process control systems has occurred. This has enabled the enterprise to bring together production parameters (like specific machines, operator, time of production) and customer information (warehouse locations, customer name, contact information). This breakthrough permits a vast knowledge base to track latent defects in production and make immediate management decisions such as product recalls. Similarly, the time is ripe for integration of back office systems with direct digital control (DDC) systems for the purpose of intelligent building operations. First, the DDC systems must be expanded to use a new class of sensors that have not yet been defined. The rest is software. Current software development tools are adequate for this task. The challenge is to form a capable team under leadership with a vision. The benefits of this integration include real time cost tracking in existing accounting systems, accumulation of data for planning, programming and budgeting decisions, and implementation of building control strategies by management directly. Barriers to this development include the lack of accessibility to the source code of the existing systems. This could be overcome by 3rd party license agreements. Risks and liability insurance issues will need to address the ultimate accountability of software errors and omissions. High levels of redundancy may be required to ensure accuracy of information that will have predetermined automated response with little human review or intervention. An efficient and reliable system must be installed that can withstand a failure at any point in the system. Encapsulation and abstraction will enable control systems to protect their core functions, while exposing their operation to the enterprise, and operation to supervisory input. Another barrier is not in the technology, but in the implementation of the technology. Design teams, construction teams, maintenance organizations all will face new challenges within the personnel involved. •

Design teams must develop new understandings for implementation of intelligent building systems and technologies. An integration designer will be needed to develop the integration concepts and the design protocols.

•

The construction process will be different and new skills will need to be implemented within the trades to integrate the new intelligent systems across the project. Qualified contractors will be

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Capital Projects Technology Roadmap Element 5 Tactical Plan, Intelligent, Self-maintaining and Repairing Operational Facility

difficult to find and the traditional approach to independent system installation will need to change to ensure proper integration across the entire project. •

Maintenance personnel must become familiar with yet another system that could be viewed as a technology that will force them from their current position. Implementation of a new integrated "intelligent system" will not take away jobs, but will simplify procedures and increase the productivity of the maintenance staff.

•

Businesses are not organized to allow for effective or efficient use of data. Integration across/between units is often obscured by the view of the mission that a unit has a part of the whole. The sharing of data or the coordination of the use of information is not well understood, so efficiencies are lost.

Education will be a key for all those involved with the design, construction, commissioning and maintenance. For the intelligent building systems to be designed and installed effectively, a total team effort will be required. Owners must clearly impart foresight to insure that proper budgeting and schedule can be implemented. Codes and Standards must be updated to allow for implementation of new technologies. Codes and code interpretation can significantly affect the process for installation, making the opportunity to install less attractive. Codes will need to be rewritten and updated to provide the flexibility needed for a safe and functional installation. Policies within organizations will also need to be updated to understand the implications and protection of data, information and the use of that data as appropriate for the organization.

GOALS The Goal statement describes what is expected to be achieved. This element will deliver cost-effective solutions, adaptable to specific operations, to determine optimum facility operating conditions, maintain operations within the performance envelope, provide real-time condition assessment, predict problems before they arise, and enhance performance of the asset over its lifecycle . O&M decisions and service functions will be based on a fully integrated consideration of all lifecycle, environmental, cost, and performance factors supported by accurate, current, and complete data captured from the installed technologies and fed to the Asset Lifecycle Information System. Self-maintaining, self-repairing facilities, systems, and equipment will enable safe, secure, continuously optimized operations with near-zero downtime and with no undue effects to health, safety, or the environment. These systems will feed information into the Asset Lifecycle Information System making the data available in every phase of the lifecycle, from project planning and design to construction and to eventual facility decommissioning. The integration of this data fabric will enable better decision making at all levels and through all stakeholders.

STRATEGY FOR ACHIEVING THE GOAL

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Capital Projects Technology Roadmap Element 5 Tactical Plan, Intelligent, Self-maintaining and Repairing Operational Facility

The strategy statement describes how we see the goal being achieved. Intelligent, Self-maintaining and Repairing Operational facilities, systems, and equipment will enable safe, secure, continuously optimized operation with near-zero downtime and no undue effects to health, safety, or the environment. The resulting reduction or elimination of catastrophic accidents and safety/health/environment risks - including acts of sabotage or overt attack - will redefine business models for facility liability. The resulting new business models will make it practical and profitable for all stakeholders to team in "shared reward" arrangements where no party has to assume unfair business risks. Capital facilities will be managed using accurate model based simulations of processes, physical structures, and functional operations that are embedded in the Asset Lifecycle Information System and continuously updated by data received from the intelligent network installed in the facility. Actual operations and performance will be continuously compared to the model. These simulation models will enable a full understanding of technical and business issues associated with every aspect of lifecycle performance. Assessment models will be based on a fully integrated consideration of all lifecycle, environmental, cost, and performance factors. The technologies deployed will support real-time condition assessment and problem prediction, and enhance performance of the asset over its lifecycle . Through implementation, emerging technologies will demonstrate how industry's ability to operate capital facilities more effectively, affordably, and responsively across their entire lifecycle can be improved. Cost-effective applications will be delivered that are adaptable to specific operations - determining optimum facility operating conditions and maintaining operations within that performance envelope. Achieving the vision of totally sensed, monitored, and intelligently operated, controlled, and maintained facilities requires the development of a broad spectrum of technologies tailored to different types of facilities. Low-cost, multi-spectral sensors insensitive to harsh process environments and networked to monitoring and control systems will provide accurate, real-time visibility and control of all aspects of facility performance and condition. The program strategy will focus on evaluating and demonstrating best-in-class technologies that companies can put to use in the near term. An incremental rollout of technologies will allow building an integrated suite of tools and systems that support the ultimate vision while supplying value to the stakeholders in the near term. The objective is to show benefits at each step in the development of an intelligent self-maintaining, repairing operational facility. The program will develop and demonstrate a "toolbox" of technologies and capabilities enabling: •

Low-cost, reliable sensing to enable comprehensive facility monitoring and command/control

Operational performance monitoring and condition assessment of different types and classes of capital facilities

Modeling of the performance and condition of a capital facility across its entire lifecycle . This includes 4-D simulation for accurate forecasting of O&M requirements and evaluation of the impact of planned or potential actions/events

Integration of equipment, systems, and processes with the Asset Lifecycle Information System

Harmonization with other technical, socio-economic and environmental objectives such as LEED, Sustainability, and Energy Star

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Capital Projects Technology Roadmap Element 5 Tactical Plan, Intelligent, Self-maintaining and Repairing Operational Facility

The following table illustrates the business case for Intelligent Self Maintaining and Repairing Operational Facilities: Challenge

Potential Solution

Direct Business Benefit

Totally sensed and wired equipment, processes, systems, and facilities

-Reduce and/or prevent failures and performance degradation with the most judicious use of O&M resources -Fast, automatic, effective response to problems, trends, and emergencies -Real-time visibility and control of performance in response to changing business requirements

Interoperability and Implementation Knowledge

Comprehensive capture of O&M and performance data

-Improve design of new and modified facilities/structures/plants that are more costefficient to operate and maintain and more effective in fulfilling their purpose -Ensure integration of data with facility models -Allow transparency of operations with knowledge available to all stakeholders

Risk and Liability

-Reduce cost/increase profitability through improved Enhanced processes and tools for ability to identify and address problems before they extrapolating current facility state data impact performance to evaluate expected future state -Facility condition assessment will lead to better and more effective use of funds

Implementation Knowledge

Accurate modeling and high-fidelity visualization of options and issues in support of lifecycle actions

Cost

-Reduce cost/increase profitability through improved accuracy and effectiveness in planning for facility upgrades, refurbishment, reengineering, or conversion

Provide flexibility to install new -Improve installation abilities/capabilities to reduce Codes, Standards and technologies for intelligent automation cost and improve operational and maintenance Policy and control of facilities integrated with efficiencies. life safety systems

FOCUS AREAS AND PROJECTS The focus area section describes what we are going to focus on, and specific projects are proposed within each focus area. Focus Areas are the broad description of what this Roadmap element is going to do. Each focus area will be addressed through several projects, conducted over time. The project titles are linked to the detailed project descriptions provided in a later section of the document. E5-FA1: Facility Condition Assessment Provide an integrated system to assess condition of the capital facility and all of its major components, identify maintenance and repair requirements, and support evaluation of risk and ROI to determine optimal timing of maintenance, repair and/or replacement actions. This system will provide real time information for daily management of efficient and effective maintenance and repair that ensures the facility will continuously perform within design specifications. It will also provide information, such as

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lifecycle cost, necessary to support objective corporate level planning for long term facility investments. Implementation of this system will entail identification, evaluation, improvement and integration of lowcost, reliable sensing and information processing technologies. Projects: E5-FA1-P1 Real Time Facility Condition Assessment E5-FA2: Facility Performance Develop a comprehensive capability to model the performance of a capital facility compared to operational performance criteria . This model will be developed using condition and other assessments across the entire facility lifecycle, from inception of operations to eventual decommissioning. It will allow the incoming operations team to quickly move the completed facility to operational status and develop complete and accurate forecasts of operational and maintenance requirements. Projects: E5-FA2-P1 Lifecycle Facility Performance Modeling and Simulation E5-FA2-P2 Automated Startup and Continuous Commissioning E5-FA3: Information Exchange Provide intelligent systems to communicate information across the facility lifecycle on operational performance and requirements to support business decisions. The systems will support daily operational needs as well as provide feedback of performance for design and operations of next generation capital expenditures. Projects: E5-FA3-P1 Real-time O&M Information Exchange E5-FA3-P2 Integration with the Asset Lifecycle Information System (ALIS) E5-FA4: Intelligent Materials Implement, monitor, and develop materials, technologies and systems that enable capital facilities to perform maintenance and repair with minimal human guidance and intervention. Facilitate sensor technology development that will be capable of self-testing and self-certification for reliability and assurance of data integrity. Projects: E5-FA4-P1 Self-Maintaining, Self-repairing Facility Systems E5-FA4-P2 Sensing Technologies for Building Performance

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Capital Projects Technology Roadmap Element 5 Tactical Plan, Intelligent, Self-maintaining and Repairing Operational Facility

E5-FA5: Catastrophic Event Mitigation and Recovery Technologies Identify, develop and implement technologies and systems that support the mitigation of risk of catastrophic events, support planning for rapid disaster response and recovery, and initiate real-time responses to mitigate the impact of a catastrophic event. Projects: E5-FA5-P1 Catastrophic Event Mitigation and Recovery Technologies E5-FA6: Automated/Integrated Decommissioning and Demolition (D&D) Techniques and Technologies Identify, develop and implement intelligent techniques for efficient, safe, economical, comprehensive decommissioning and demolition, including reuse and recycle, of different types of capital facilities. Projects: E5-FA6-P1 Automated/Integrated D&D Technologies and Techniques

SEVEN-YEAR TIMELINE A timeline is proposed for the projects within this tactical plan. Assumptions used for the seven-year timeline shown below: 1. Preparation for each project will take about 3 months (1 quarter). Preparation includes identifying funding, resourcing and project set-up. Preparation time is included in the following timelines. 2. Project teams will form and disband for each project (unless the team wishes to continue to do another project). Yr 1

Yr 2

X

X

X

X

Yr 3

Yr 4

Yr 5

Yr 6

Yr 7

E5-FA1: Facility Condition Assessment E5-FA1-P1

Real Time Facility Condition Assessment

E5-FA2:Facility Performance Lifecycle Facility Performance Modeling and E5-FA2-P1 Simulation Automated Startup and Continuous E5-FA2-P2 Commissioning

X

E5-FA3: Information Exchange E5-FA3-P1

Real-time O&M Information Exchange

E5-FA3-P2

Integration with the Asset Lifecycle Information System (ALIS)

E5-FA4: Intelligent Materials Self-maintaining, Self-repairing Facility E5-FA4-P1 Systems E5-FA4-P2 Sensing Technologies for Building Performance

X

X X

X X

E5-FA5: Catastrophic Event Mitigation and Recovery Technologies

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Capital Projects Technology Roadmap Element 5 Tactical Plan, Intelligent, Self-maintaining and Repairing Operational Facility

Yr 1

Yr 2

Yr 3

Catastrophic Event Mitigation and Recovery Technologies E5-FA6: Automated/Integrated D&D Technologies for International Recycling Automated/Integrated D&D Technologies and E5-FA6-P1 Techniques

Yr 4

E5-FA5-P1

Yr 5

Yr 6

Yr 7

X

X

CASE STUDIES To be developed.

ORGANIZATIONS WORKING IN FOCUS AREAS •

Center for Intelligent Maintenance Systems

Continental Automated Buildings Association

EXISTING RELEVANT RESEARCH ACTIVITIES AND RESULTS To be developed.

FUNDING SOURCES To be developed.

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Capital Projects Technology Roadmap Element 5 Tactical Plan, Intelligent, Self-maintaining and Repairing Operational Facility

PROJECT DESCRIPTIONS BY FOCUS AREA Projects are described below within each of the Focus Areas. The project template applied to each project includes: Project Title, Objectives / Deliverables (what result), Purpose / Business Driver(s) (why), Ties / Dependencies / Overlaps (with other projects or Roadmap elements) (constraints, boundaries), Urgency / Timeline (when), Process / Activities (how), and Resources (who). Each project will be more fully defined as time progresses. At this point the project descriptions should indicate what the project will do in sufficient detail to get potential participants interested and to understand the timing and dependencies between projects. Timing or scheduling of these projects is presented in the section, the Seven-year Timeline. Many of these projects in Roadmap Element 9 may need to be conducted concurrently, as sub-projects of one larger project.

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E5-FA1: Facility Condition Assessment Projects: E5-FA1-P1 Real Time Facility Condition Assessment Project Title Objectives / Deliverables (what result)

Purpose / Business Driver(s) (why) Ties / Dependencies / Overlaps (constraints, boundaries) Urgency / Time line (when) Process / Activities (how)

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Real Time Facility Condition Assessment Objective: Provide the capability to monitor and understand the real time condition of the capital facility and all of its major elements, and proactively identify needs for maintenance, repair, and emergency response before they impact operational performance. Deliverables: Purpose: The Key to understanding the performance of capital facilities will lie in understanding the real-time conditions of capital facilities and equipment. Business Drivers: E5-FA2/FA3/FA4 – these focus areas will need to be developed in logical fashion as the data will be utilized between and among the systems developed. This is the first step in the development process. Determining Facility condition will help drive the ability to determine performance and develop cost effective operational and maintenance plans and programs. Technology Survey - Survey and document, in the form of a capability matrix, existing products and technologies with applicability to facility assessment needs for various classes of capital facilities and different kinds of facility operations. Facility Assessment Methodologies - Develop standard methodologies and related performance measures for different types of capital facilities and facility processes. Document information acquisition and processing requirements for each facility scenario and perform a gap analysis against the capabilities matrix developed in Project 1, to define requirements for evolution of existing tools and development of new tools. Disseminate the results to the technology developer community to influence R&D planning and direction. Industry Pilots - Conduct a series of pilot implementations at a selected set of industry facilities representing a wide range of facility types. Document the results and perform cost/benefit analyses to guide further definition of technology requirements and assessment methodologies. Facility Assessment Training - Develop a standard toolkit of training in facility assessment methods and technologies to support widespread, cost-effective implementation across industry. This will include both generic and facility typespecific training. Facility Assessment Standard - Develop a baseline of standards for facility assessment processes and technologies, leveraging and influencing ISO, U.S., and other applicable standards to provide comprehensive coverage of all facility assessment needs. Facility Condition Knowledge Base & Baseline - Develop mechanisms to provide real-time human and machine access, both locally and remotely, to as-built/installed configurations, maintenance/repair history, and material/equipment life predictions. Uniform Equipment/Process Information Standards - Develop industry-wide standards for the digital documentation and sharing of data on material and equipment properties and characteristics (including simulation models) and O&M best practices. Sharable Standard Equipment/Process Models - Develop industry-wide standards for the creation and validation of mathematically accurate 3-D simulation and performance models for all forms of material and equipment, such that vendorprovided models can be "plugged together" into the Asset Lifecycle Information

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Project Title

Resources (who)

ď›™2004 FIATECH

Real Time Facility Condition Assessment System. Facility O&M Advisory System - Develop an intelligent advisory system that is able to process status information from all facility sensors and systems in real time and make optimum recommendations for proactive and corrective actions (including emergency response) and which is able to implement the desired actions through automated command and control systems and through communication with O&M personnel. Integrated Safety/Security Systems - Develop and implement technologies that enable continuous monitoring for safety/security hazards and threats from personnel, equipment, and materials and provide automated tracking and alerting capability when a hazard is detected or suspected. Individuals : (people who want to work on this project) Organizations: (organizations working this topic already)

October 2004, Element 5, Page 18


Capital Projects Technology Roadmap Element 5 Tactical Plan, Intelligent, Self-maintaining and Repairing Operational Facility

E5-FA2: Facility Performance Projects: E5-FA2-P1 Lifecycle Facility Performance Modeling and Simulation Project Title Objectives / Deliverables (what result)

Purpose / Business Driver(s) (why)

Ties / Dependencies / Overlaps (constraints, boundaries) Urgency / Time line (when)

Process / Activities (how)

ď›™2004 FIATECH

Lifecycle Facility Performance Modeling and Simulation Objective: Develop and demonstrate a comprehensive capability to model the performance and condition of a capital facility across its entire lifecycle, from inception of operations to eventual decommissioning. Advance modeling capabilities for capital facility to include a high-fidelity time element, enabling accurate forecasting of future O&M requirements and evaluation of the impact of planned or potential actions/events. Many facilities use similar classes of equipment that can be analyzed for common parameters and methods for monitoring, trending, and corrections that can be integrated into the overall plant condition monitoring strategies. Deliverables: Purpose: Facilitates the transfer of information from the design through to operation making possible the optimization of the facility’s performance and understanding the impact of planned, potential or deferred actions. Business Drivers: Ties/Dependencies –E5-FA1/FA3/FA5 Constraints - Availability of information from equipment manufacturers; facility of integrating/exchanging data with stakeholders: operators/service providers/utilities Performance modeling will have an immediate benefit with significant return on the investment 4D simulation will need longer term - Increased cost associated with time-based modeling as well as accuracy of models and availability of reliable parameters limit the development of this type of technology Data Requirements Definition - For a selected facility type or types, develop a comprehensive definition of the types of data required to support modeling of operational performance, the formats required to make the data useful in modeling, and interface requirements for acquiring the data from its source(s) and providing it to the modeling function. 4D Data Structures - Evaluate and identify data requirements and supporting data structures to enable incorporation of time -based data accurately into facility simulations. Performance Metrics Definition - For the data sets developing in Project 1, develop and validate facility/operations performance metrics (including boundary conditions) that enable the acquired data to be evaluated against historical data and enterprise needs. Models that analyze the rate of performance or condition degradation to calculate the optimum timing of corrective action to minimize overall cost will be developed. Predictive Model Suite - Develop a suite of predictive models of degradation mechanisms, failure modes, reliability, and vulnerability for a wide range of facility assets, including structures, process systems/equipment, and materials, focusing on assets widely used across the industry. Condition-Based Maintenance Strategies and Methods - Develop concepts for integration of facility systems and cells of equipment to work within the context of an intelligent condition-based maintenance program. Develop supporting detection

October 2004, Element 5, Page 19


Capital Projects Technology Roadmap Element 5 Tactical Plan, Intelligent, Self-maintaining and Repairing Operational Facility

Project Title

Resources (who)

ď›™2004 FIATECH

Lifecycle Facility Performance Modeling and Simulation methods, analytical models, and timing for condition surveillance for specific classes of capital facility systems and equipment. Demonstration and Validation - Make the model suite developed in Predictive Model Suite project widely available to industry and support demonstration and evaluation to verify model accuracy and utility. Collect feedback to support model evolution and extension to a comprehensive range of facility types. 4D Demonstrations - Conduct or sponsor demonstrations of 4D facility simulation capability to validate the value of the technology in facility O&M planning. Include demonstrations of catastrophic event scenarios to highlight the value of the technology in support of facility security and emergency response planning as well as business contingency evaluation. Business Case for Implementation - Based on the results of the 4D demonstrations develop a business case assessment to support and promote the integration of 4D simulation technologies in capital facility enterprises. Individuals : (people who want to work on this project) Organizations: Lawrence Berkeley National Laboratory Energy Systems Laboratory (ESL), Texas A&M University System CETC-Varennes – Canada Pacific Northwest National Laboratory NIST

October 2004, Element 5, Page 20


Capital Projects Technology Roadmap Element 5 Tactical Plan, Intelligent, Self-maintaining and Repairing Operational Facility

E5-FA2-P2 Automated Startup and Continuous Commissioning Project Title Objectives / Deliverables (what result)

Purpose / Business Driver(s) (why) Ties / Dependencies / Overlaps (constraints, boundaries) Urgency / Time line (when) Process / Activities (how)

Resources (who)

ď›™2004 FIATECH

Automated Startup and Continuous Commissioning Objective: Provide means for the Asset Lifecycle Information System to generate all required documentation, operating instructions, maintenance procedures, safety procedures, training materials, and similar resources needed to prepare the incoming operations team to quickly move the completed facility to operational status. Deliverables: Purpose: Ensure the optimum performance of a facility, with the resulting gain in reduced operating costs and increased productivity Business Drivers: Ties/Dependencies: FA1/FA4 Constraints: Design engineers; Operators; Facility owners; occupants ASAP: Facilities are operated in a deficient manner: commissioning is proven to reduce operating costs and improve indoor environment. Model Startup & Commissioning Plans - Develop a series of consensus industry best-practice startup and commissioning plans in digital form for different classes and types of capital facilities and structures, and develop an automated capability to query local regulatory/permitting bodies to automatically extract locale-unique requirements and integrate those into the plans. The startup/commissioning process model will be an integral part of the Asset Lifecycle Information System synchronized with the final facility design and updated to the as-built configuration during the construction process. Plug & Play Documentation - Develop industry standards for digital documentation of O&M, safety, and similar subjects for all types and classes of materials, components, equipment, and systems, such that all required basic documentation can be instantly assembled into a facility-unique master operations guide. The guide will automatically parse and reorganize content for any specific job or task, complete with all instructions, cautions, warnings, and hyperlinked supporting information. The documentation system will interface with the automated design system to extract technical data, drawings, and simulation models, enabling documentation to be integrated automatically for reference and training purposes. Master Facility Controller - Develop sensors, effectors, and communication technologies enabling the completed Asset Lifecycle Information System to function as a facility controller, initiating processes autonomously, under human guidance, or by advising and directing individual workers. Workers will be able to interact with the master controller via voice, data, and visual interfaces to command task performance and receive training and advice that enables both personnel and systems to rapidly transition to certified operational status. This capability will also enable the facility systems and staff to respond quickly and surely to problems and emergencies. External Troubleshooting Linkages - Develop extensions to the master facility controller to provide direct communications between on-site operational staff and systems to original equipment supplier technical knowledge bases and personnel. These extensions will enable automated emergency response and human-assisted troubleshooting of problems that cannot be resolved with on-site resources. Individuals : (people who want to work on this project) Organizations: Portland Energy Conservation Inc. (PECI) Energy Systems Laboratory (ESL), Texas A&M University System CETC-Varennes - Canada

October 2004, Element 5, Page 21


Capital Projects Technology Roadmap Element 5 Tactical Plan, Intelligent, Self-maintaining and Repairing Operational Facility

E5-FA3: Information Exchange Projects: E5-FA3-P1 Real-time O&M Information Exchang e Project Title Objectives / Deliverables (what result)

Purpose / Business Driver(s) (why)

Ties / Dependencies / Overlaps (constraints, boundaries)

Urgency / Time line (when) Process / Activities (how)

ď›™2004 FIATECH

Real-time O&M Information Exchange Objective: Provide the capability to communicate operational experience and requirements across all elements of the distributed capital facility enterprise and supply chain to support business decisions. The intelligent systems will also provide feed back of the results of operational performance vs. the as-designed/built facility to all elements of the enterprise to improve the design of future facilities and create an industry-wide portfolio of shared O&M best practices. Deliverables: Purpose: Given the rapid advance in technology and knowledge the standards and specifications used in each design will be quickly obsolete. The feedback mechanism will provide for the needed improvements on a planned and rational cost effective way. Future capital assets adopting a lifecycle approach that assumes a cradle to grave time line will be judged by new ISO 14000 environmental type standards. This will require cooperation with all suppliers so that warranties are maintained, recalls are reported, spare parts are cost competitive and best disposal practice information can be developed for all parties Business Drivers: Ties/Dependencies: The intelligent systems will depend on the operational assumptions unfolding as planned and the capital asset being operated as commissioned. Feedback that may not be as expected may need to be assessed by independent third parties to avoid misunderstanding. This will help avoid specific contractual disputes with valued suppliers, contractors and service providers while providing incentive for best practices to be learned, improved and maintained. The operating and energy costs of many supplied items are currently not part of the procurement contracts. While industry performance standards are established many users fail to report poor performance if they got what they specified. Constraints: Many suppliers see the competitive tendering process as an impediment to their unique value proposition if they offer longer asset life and/or lower operating costs under the design conditions. This effort of feedback and interpretation should be started in small steps but build on the current high pursuit of integration in many of the manufacturing process and energy management automation and software systems. Capital Projects O&M Web - Develop internet-based mechanisms to interconnect customers, equipment/material suppliers/manufacturers, and automated design and support systems within the capital projects community, providing the capability to trigger autonomous logistics support events such as replacement/re-supply of spares and consumables. Capital Projects O&M Knowledge Base - Develop commonly accessible databases of experience (with appropriate security and intellectual property protection) relative to O&M for different classes of facilities. Facility O&M Systems Integration - Develop architectures and integration protocols for connecting the facility O&M system to higher-level enterprise management

October 2004, Element 5, Page 22


Capital Projects Technology Roadmap Element 5 Tactical Plan, Intelligent, Self-maintaining and Repairing Operational Facility

Project Title

Real-time O&M Information Exchange systems, enabling passing of status and activity information to enterprise functions such as business planning, labor allocation, re-supply, and other site support functions. Enterprise O&M Systems Integration - Develop architectures and integration protocols for connectivity of the facility O&M system to customers, equipment/material suppliers/manufacturers, and automated design advisory systems, including the feedback of maintenance/repair results/data to the Asset Lifecycle Information System. Enterprise Control Model Linkages - Develop mechanisms for the feedback of maintenance and repair results and data to process-level, facility-level, and enterprise-level knowledge systems, enabling visibility of performance and issues, real-time updating of operational control models, and extension of the planning and design knowledge bases. Shared O&M Knowledge Bases - Establish and develop accessible databases of maintenance and repair experience for different kinds of capital projects/facilities, enabling the sharing of expertise across the industry with appropriate provisions for anonymity, security, and intellectual property protection.

Resources (who)

Individuals : (people who want to work on this project) Organizations: (organizations working this topic already)

ď›™2004 FIATECH

October 2004, Element 5, Page 23


Capital Projects Technology Roadmap Element 5 Tactical Plan, Intelligent, Self-maintaining and Repairing Operational Facility

E5-FA3-P2 Integration with the Asset Lifecycle Information System (ALIS) Project Title Objectives / Deliverables (what result) Purpose / Business Driver(s) (why)

Ties / Dependencies / Overlaps (constraints, boundaries)

Urgency / Time line (when) Process / Activities (how)

Resources (who)

ď›™2004 FIATECH

Integration with the Asset Lifecycle Information System (ALIS) Objective: Support integration of the lifecycle O&M tools with the asset lifecycle information system to ensure compatibility of information and application interfaces. Purpose: For the Asset’s Operations and Maintenance costs to be optimized service delivery targets for O&M must be planned as part of the design process. To be part of a lifecycle cost system all the previous elements valuable information relevant to establishing these targets and all the accurate performance information collected in real time as the building operates must be integrated. Business Drivers: Ties/Dependencies - In order to benefit from this information in a cost effective way the O&M data must depend on data from the design systems, equipment and installation providers with appropriate levels of integration and security of information. The recording and reporting of O&M performance data will allow for the feedback loop needed to learn and improve. Constraints - legal privacy issues and competitive supplier concerns. The standard for information exchange must be established at the forefront of the lifecycle model. Have representation from major facility management firm that currently uses some level of integrated property management software and also their software developer be part of the TEAM established to coordinate with the ALIS task force for the development of its operational standards and data base format. Individuals : (people who want to work on this project) Organizations: Current efforts to promote interoperable capital asset management systems are underway by CABA, REALCom , BOMA, and the Electronic Data Exchange association that has promoted paperless transactions for the procurement process. FIATECH must provide the incentive for these entities to join the ROADMAP effort and share in its development for the future rewards.

October 2004, Element 5, Page 24


Capital Projects Technology Roadmap Element 5 Tactical Plan, Intelligent, Self-maintaining and Repairing Operational Facility

E5-FA4: Intelligent Materials Projects: E5-FA4-P1 Self-Maintaining, Self-repairing Facility Systems Project Title Objectives / Deliverables (what result)

Purpose / Business Driver(s) (why)

Ties / Dependencies / Overlaps (constraints, boundaries) Urgency / Time line (when) Process / Activities (how)

ď›™2004 FIATECH

Self-maintaining, Self-repairing Facility Systems Objective: Implement, monitor, and develop materials, technologies and systems that enable capital facilities to perform maintenance and repair with minimal human guidance and intervention. Deliverables: Purpose: As the complexity of facilities increases, the ability to have the systems respond to operational and maintenance needs will greatly enhance the operational capabilities of the facility to support the business plan. Business Drivers: Ties/Dependencies: FA1/FA3/FA5/FA6 Constraints: The risks associated with the unknown processes and how it could affect the business This will evolve with the development of new materials and techniques Knowledge Systems for Autonomous Maintenance - Develop intelligent systems able to determine and communicate maintenance and repair needs based on defined requirements (e.g., reliability predictions/calculations) vs. measured performance and sensed and assessed condition. Self-Maintenance Design Concepts - Develop design/engineering concepts that support the creation of facility systems able to perform maintenance and minor repairs autonomously and to invoke service from the facility systems to maintain continuous performance within design specifications. This will include the capability for emergency response actions, such as automated shutdown under defined failure modes. Self-Healing Materials & Structures - Develop new classes of materials able to adjust to stressing conditions, such as "smart" structural materials that respond to changes in load by shifting to increase support at point of need, and wall/pipe linings that automatically react to seal off leaks or breaches. Calibration Capabilities - Develop the capability for sensors to be self calibrating and self certifying, with low-cost calibration capabilities enabling different types of sensors to be quickly and easily "tuned" for use across a wide range of facility sensing requirements. Automation Technologies for Life-Limiting Factors - Develop technologies and systems able to detect, assess, and repair materials, structures, equipment, and systems affected by corrosion, fatigue, breakage, stress, and other life-limiting factors. Automation Technologies for Critical Performance Factors - Develop technologies and systems able to detect, assess, and repair materials, structures, equipment, and systems with respect to safety, security, health, and environmental issues. Autonomous Maintenance & Repair Devices - Develop freestanding robotic devices that are able to perform maintenance and repair actions (including emergency response) for various types and classes of equipment and which can be programmed specifically to support the unique needs of individual facilities' equipment and systems. Autonomous Planning & Construction Capability - Develop construction systems

October 2004, Element 5, Page 25


Capital Projects Technology Roadmap Element 5 Tactical Plan, Intelligent, Self-maintaining and Repairing Operational Facility

Project Title

Resources (who)

ď›™2004 FIATECH

Self-maintaining, Self-repairing Facility Systems able to autonomously plan and carry out upgrades, expansions, and refurbishments based on human authorization, marshalling on-site and off-site resources and interfacing with the enterprise's project management system to both commission work and prepare inputs to project management systems (e.g., BOM, Purchasing). Closed-Loop Recycle - Develop approaches and technologies for closed-loop recycle and reuse of materials, components, parts, and other waste streams generated by autonomous maintenance and repair processes. Individuals : (people who want to work on this project) Organizations: (organizations working this topic already)

October 2004, Element 5, Page 26


Capital Projects Technology Roadmap Element 5 Tactical Plan, Intelligent, Self-maintaining and Repairing Operational Facility

E5-FA4-P2 Sensing Technologies for Building Performance Project Title Objectives / Deliverables (what result)

Purpose / Business Driver(s) (why)

Ties / Dependencies / Overlaps (constraints, boundaries) Urgency / Time line (when) Process / Activities (how)

ď›™2004 FIATECH

Sensing Technologies for Building Performance Objective: Develop and integrate low-cost, reliable sensing technologies and supporting information processing technologies to enable comprehensive monitoring and command/control of capital facilities. Sensors will be developed that are capable of self-testing and self-certification for reliability and assurance of data integrity. Purpose: Sensor Technology will be key to development of the Intelligent Facility. Sensor Technologies will provide the data foundation for determining facility conditions that will feed to facility modeling that will improve performance and allow increasing operational and maintenance efficiencies. Ties/Dependencies: FA1/FA2/FA3/FA6 Constraints: free exchange of information between systems and sensors to allow interoperability between various product suppliers. This will be key to obtaining data needed for developing condition assessment and performance modeling. Sensor Technology Awareness - Conduct open industry workshops on state-of-the-art developments in sensing technologies with the national laboratories and other developers, to provide both wide industry awareness of current and emerging capabilities (and costs) and to challenge the developer community to develop sensors to meet aggressive affordability targets, industry needs, and priorities. Technology Benchmarking - Conduct demonstrations and evaluations of current industry measurement capabilities to assess applicability, economics, and gaps in support of fully instrumented facilities. Sensor Standards - Develop a unified set of sensing and measurement systems standards for different types and classes of capital facilities. Low-Cost, Pervasive Multi-spectral Sensors - Develop classes of affordable, multifunction sensors able to monitor and ascertain condition and status at the individual system, process, equipment, item, and material level for any type of capital facility. Facility Sensor Fusion - Develop system architectures and processing techniques for integration of inputs from multiple sensors and sensor networks to enable clear understanding of status and condition (including proactive maintenance and emergency alerts) in real/near-real time. Emerging Technology Demonstrations - Conduct demonstrations of specific new measurement technologies in existing facilities to evaluate performance, affordability, and cost-effectiveness. Calibration Capabilities - Develop the capability for sensors to be self calibrating and self certifying, with low-cost calibration capabilities enabling different types of sensors to be quickly and easily "tuned" for use across a wide range of facility sensing requirements. Sensed Data Translation Tools - Develop algorithms and models for acquiring, analyzing, and developing actionable output from sensed data in facility systems to control processes and systems for optimum reliability-centered facility performance. Develop prognostic models to project and forecast health and condition of the facility systems based on historical and future usage profiles for use in decision advisory systems and other O&M management functions. Decision Advisors - Develop decision advisors tailored to respond to prognostics, trends, changes, or forecasted failures for facility systems for guidance to the appropriate functional organizations in the facility. Develop intelligent responses to varying performance or condition states to enable actions such as modification of system operational profiles to achieve production completion or the scheduling of a repair event. Threat Detection Capabilities - Conduct specific demonstrations of sensing

October 2004, Element 5, Page 27


Capital Projects Technology Roadmap Element 5 Tactical Plan, Intelligent, Self-maintaining and Repairing Operational Facility

Project Title

Resources (who)

ď›™2004 FIATECH

Sensing Technologies for Building Performance technologies for detection of terrorist threats including radiological/nuclear, explosives, chemicals, and bio-weapons Individuals : (people who want to work on this project) Organizations: (organizations working this topic already)

October 2004, Element 5, Page 28


Capital Projects Technology Roadmap Element 5 Tactical Plan, Intelligent, Self-maintaining and Repairing Operational Facility

E5-FA5: Catastrophic Event Mitigation and Recovery Technologies Projects: E5-FA5-P1 Catastrophic Event Mitigation and Recovery Technologies Project Title Objectives / Deliverables (what result)

Purpose / Business Driver(s) (why)

Ties / Dependencies / Overlaps (constraints, boundaries)

Urgency / Time line (when) Process / Activities (how)

Resources (who)

ď›™2004 FIATECH

Catastrophic Event Mitigation and Recovery Technologies Objective: Identify, develop and implement technologies and systems that support the mitigation of risk of catastrophic events, support planning for rapid disaster response and recovery, and initiate real-time responses to mitigate the impact of a catastrophic event. Purpose: Systems are needed to ensure safe and orderly procedures for any catastrophic event that can support the recover and resumption of business. Contingency planning will enable the mitigation of failure and the effects of catastrophic events. Ties/Dependencies: Facility Performance (FA3)/Facility Assessment (FA1)/ Information Exchange (FA3) Constraints: Needs to be started for development during the planning stage of a capital project. Focus on operational procedures is not usually considered early enough in the programming stage. This needs to be considered early with the planning documents and developed with the information exchange (ALIS) is mind. Failure Modes, Effects, and Criticality Analysis (FMECA) and Vulnerability Assessment Tools - Mandate vulnerability assessment and FMECA as standard capital project engineering practices and extend current best-in-class analytical tools to support comprehensive analysis for different types and classes of capital facilities. Standards for Graceful Degradation & Failsafe Structures and Systems - Develop and promulgate standards for structural materials and members, and different classes of process facility systems, that reduce opportunities for catastrophic failure and cascade events and enhance the ability of structures and systems to degrade gracefully when failure limits (stress, shock, temperature extremes, etc.) are reached. Disaster Contingency Modeling & Simulation Tools - Develop a standard toolkit of disaster modeling and analytical tools that can interact with the Asset Lifecycle Information System to evaluate the effects of different catastrophic failure modes for different classes of capital facilities, supporting the evaluation of new and retrofit design features and contingency provisions to defend against and mitigate the effects of such events. Disaster Response & Recovery Models - Develop a comprehensive suite of model best practices (including CONOPS models) that can be widely shared across industry and include recommended technologies, systems, and training content for O&M personnel for different disaster response and recovery scenarios for different types and classes of facility. Emergency Monitoring and Response System - Develop knowledge-based systems able to monitor the status of all aspects of the facility during an emergency situation (fire, explosion, process upset, chemical spill, hurricane, etc.). The system will automatically invoke critical responses such as the shutoff of process feeds, rerouting of power, issue of alarms and alerts, summoning of emergency response personnel, and similar actions. Individuals : (people who want to work on this project) Organizations: (organizations working this topic already)

October 2004, Element 5, Page 29


Capital Projects Technology Roadmap Element 5 Tactical Plan, Intelligent, Self-maintaining and Repairing Operational Facility

E5-FA6: Automated/Integrated Decommissioning and Demolition (D&D) Techniques and Technologies Projects: E5-FA6-P1 Automated/Integrated D&D Technologies and Techniques Project Title Objectives / Deliverables (what result) Purpose / Business Driver(s) (why) Ties / Dependencies / Overlaps (constraints, boundaries) Urgency / Time line (when) Process / Activities (how)

Resources (who)

ď›™2004 FIATECH

Automated/Integrated D&D Technologies and Techniques Objective: Identify, develop and implement intelligent techniques for efficient, safe, economical, comprehensive D&D, including reuse and recycle, of different types of capital facilities Purpose: Minimize waste and cost, improve D&D project cycle time. Reduce risk and liabilities associated with D&D in the short term and for future generations. Ties/Dependencies: FA3, Basis for D&D will be determined during the capital facility concept (Element 1) and design phases (Element 2). Constraints: Legal restrictions; Societal expectations This must be developed so that D&D considerations can be included during initial facility concepts and design. Global Protocols for Site Assessment - Develop protocols and supporting analysis and management tools for efficient site assessment and risk analysis of facility D&D projects, including the ability to compare various D&D options and the cost and risk associated with each option and run “what-if� financial / risk model for evaluating the benefits and risks associated with different D&D scenarios. ESH Requirements Definition & Management System - Develop analytical techniques to identify, document, and manage facility/project-specific environmental, safety and health requirements for D&D of capital facilities. Facility "Autopsy" Technologies - Develop tools and supporting technologies that enable analysis of a facility as it is deconstructed to assess the lifecycle performance of the design and the materials, products, processes, and equipment used to build it, enabling feedback to the planning, design, construction, and O&M functions for use in improving future facilities. Pilot D&D Reuse/Recycle Network - Establish a pilot network of D&D "process providers" and material buyers that can be developed over time to attain 100% reuse/recycle. D&D Material Gap Analysis - Using the evolving Living Materials Inventory developed during Automated Design, perform a gap analysis to identify all materials for which cost-effective recycle processes and markets do not yet exist, or where markets are marginal. D&D Separation & Recycle Technologies - Develop technologies to separate, recycle, reprocess, reuse, and reengineer all materials output from capital facility D&D - with a priority on hazardous, toxic, and landfill-issue materials - such that these processes create saleable product to offset D&D costs. Autonomous D&D Systems - Develop affordable, flexible robotic systems able to perform all D&D operations, with initial emphasis on ESH-critical and emergency response operations, using the facility deconstruction model developed during the project design phase. Mobile On-Site Recycle - Develop technologies for portable, on-site processing and recycle of hazardous and toxic materials (including radiological and biological agents in emergency situations), enabling conversion for safe, cost-effective reuse or disposal. Individuals : (people who want to work on this project) Organizations: (organizations working this topic already)

October 2004, Element 5, Page 30


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