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Association of Energy Engineers
George Owens is a past president of "Association of Energy Engineers", an "Energy Manager of the Year" and an "Energy Managers Hall of Fame" inductee.


 

SHOPPING CENTER
HVAC Billing Factor Program
by George R. Owens, PE, CEM

Objective

  • Accurately allocate HVAC costs amongst users
  • Reduce tenant billing disputes
  • Improve timeliness of billing information
  • Satisfy lease obligations
  • Provide 3rd party "expert" independence
  • Maximize recovery of HVAC expenses
Action Steps
Evaluation

  • Review lease language
  • Evaluation of landlord's and tenants' HVAC systems
  • Assemble historical HVAC billing factors
Implementation
  • Prepare a site specific methodology for obtaining factors
  • Develop a schedule for implementation by priority
  • Obtain factors via one of the accepted methods
    • Nameplate data of HVAC units or metering devices
    • Load Calculations
    • Air flow readings
    • Tenant design documents
  • Deliver findings via HVAC Billing Factor Report
Ongoing Support
  • The long term success of this program is dependant on Management's commitment to developing a systematic approach, consistently applied with periodic reviews
  • Annual updates of the HVAC billing factors for new or changed tenants
  • Fielding questions throughout the year by tenants, management and accounting
  • Assist in the settlement of tenant billing disputes

To send comments to George R. Owens, click here: gowens@EESIenergy.com.

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