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  • Where art meets engineering

    AUSTIN DALLAS DENVER HOUSTON KANSAS CITY MIAMI NASHVILLE PHOENIX RICHMOND WASHINGTON D.C.

    THE COMMISSIONING PROCESS AND ITS APPLICATION FOR COMBINED HEAT & POWER PLANTS

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    Commissioning Services

    Experience

    Site Focused Commissioning Process

    Experienced Team Leadership

    Cx Administrator with BMS Controls Specialization

    Revit/BIM Specialist for Integration of Model into

    Commissioning Documentation

    LEED Sustainability Services

    Energy Modeling and Analysis

    Designed Over 20 Million SF of Space in last 5 Years

    30 Years Energy Plant Performance Experience

    Commissioned Over 5 Million SF of Space in Last 5 Years

    175 Staff Members, across 10 offices

    50 LEED Professionals

    FIRM PROFILE

    The University of Texas Medical Branch at Galveston

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    COMMISSIONING IS NOT NEW

    Commissioning has been around since the beginning of construction

    Owner CHP Construction Team Commissioning Agent

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    FIRST IMPRESSIONS CAN BE DECEIVING

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    HISTORY OF COMMISSIONING

    1977 - Public Works Canada begins to use Cx in its project delivery system

    1984 - University of Wisconsin, Madison begins to offer Cx courses

    - ASHRAE HVAC Commissioning Guideline Committee formed

    1988 - ASHRAE publishes HVAC Commissioning Guideline

    1989 - First edition of BPAs Building Commissioning Guidelines published

    1996 - ASHRAE publishes Guideline 1-1996: The HVAC Commissioning Process

    1998 - USGBC LEED criteria includes Cx

    2002 - AABC publishes the AABC Commissioning Guideline

    - AABC launches certification program

    2004 - BCA launches certification program

    2006 - NIBS Guideline 3-2006Building Envelope Commissioning

    2005 - ASHRAE publishes Guideline 0-2005: The Commissioning Process

    2008 - USGBC restructures LEED-EB as LEED for Existing Buildings: Operations & Maintenance, allowing up to 4-points for RCx and 2-points for on-going commissioning

    2012 - NFPA-99 Healthcare requirements includes Cx

    - IECC Includes Commissioning

    - NFPA 3-2012 Recommended Practice for Commissioning FPLS Systems

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    BP HELIOS PLAZA

    LEED Platinum Certified

    Drivers for Project

    24/7 WW Trading Operations

    Poor Power Quality

    Desired N+1 Redundancy

    Regional Weather Considerations

    Ability to sell power back to grid

    Plant Specs

    4.3 MW gas fired turbine generator(Solar)

    Heat Recovery Steam Generator (HRSG)

    Hot-water driven absorption chiller

    Thermal Energy Storage

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    METHODIST HOSPITAL CHP

    Drivers for Project

    Emergency Power Security/Safety in Operations

    Quality of Power

    Patient Safety

    Plant Specs

    4.6 MW natural gas driven cogeneration turbine

    A duct burner with a heat recovery steam generator

    Supplementary Duct Burner

    2800 ton Steam Driven chiller

    Aqueous Ammonia SCR Scrubber

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    DELL CHILDRENS MEDICAL CENTER CHP

    LEED Platinum Certified

    Drivers for Project

    Financial Considerations District Energy Plant

    Allowed for LEED Platinum

    Margin for Safety

    Energy Conservation

    Plant Specs

    4.3 Megawatt Turbine Generator

    A HRSG and absorption chiller

    Thermal Storage

    Steam Boiler

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    DELIVERY METHODS

    BP CHP Industrial Owner - Design Build Approach with Program Manager

    Methodist CHP Institutional Owner - CM @ Risk Project Delivery Method

    Dell Childrens Medical Center CHP District Energy CHP Design Build Approach

    Hospital CM @ Risk - Owner project managed & commissioned

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    WHAT IS COMMISSIONING? ASHRAE GUIDELINE 0

    Commissioning is a quality-oriented process for achieving, verifying, and documenting that the performance of facilities, systems, and assemblies meets defined objectives and criteria.

    Source: ASHRAE Guideline 0, The Commissioning Process

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    ASHRAE GUIDELINE 0

    Phases of Commissioning

    Pre-Design

    Design Phase

    Construction Phase

    Occupancy/Operations Phase

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    Owner

    Verification of the Owners Project Requirements

    Assure Design Stays Within Scope

    Quality of Installation

    Architect and Engineer

    Peer Review Affirms Project Design Corresponds

    with Owner Requirements

    Second Set of Technical Eyes

    Contractors

    Proactive Scheduling of Cx Events

    Installation Reviews

    Facilities Staff It Works When its Done

    Well Documented Systems Manual

    Trained in Use

    Facilitates Operational Efficiency

    WHAT THIS MEANS TO THE TEAM

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    CX PROCESS PRE-DESIGN PHASE

    Pre-Design Phase

    Form Commissioning

    Team

    Develop Owners Project

    Requirements

    Acceptance

    Develop Initial Commissioning

    Plan

    Project Inception

    Preparatory phase in which Owners project requirements are developed and defined

    Cx Team is defined

    Cx Authority is assigned responsibility for the process

    Determine Scope and Budget

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    CHP PROJECT DEVELOPMENT

    Owners Expectations Project Drivers

    Owner Goals

    User Requirements

    Purpose

    Project Delivery Method Design - Bid Build

    CM @ Risk

    Design - Build

    Commissioning Process How does it apply?

    What changes?

    Value of Process

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    OPR DEVELOPMENT

    Key Owners Project Requirements

    General Project Description

    Objectives

    Functional Uses

    Occupancy Requirements

    Budget Considerations and Limitations

    Performance Criteria

    General

    Economic

    User Requirements

    Construction Process

    Operations

    Systems

    Assemblies

    Owners Project Requirements Version History

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    OPR DEVELOPMENT

    OPR Workshop Questions

    Question 1: What Areas are required for a Functional Facility?

    Question 2: List Conditions Important to Your Comfort in an Ideal Building ?

    Question 3: What activities generate pollutants in this building?

    Question 4: How do we make this facility more sustainable?

    Question 5: How do you define energy efficiency?

    Question 6: How will you benchmark system operation?

    Question 7: What documentation is required to properly operate and maintain facilities?

    Question 8: What are your training requirements?

    Question 9: What Problems with Previous Projects Should be avoided? Question 10: What Must Be Accomplished for a Successful Project?

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    OPR DEVELOPMENT DETAIL

    The Owners Project Requirements should include the following:

    If these requirements change over time the OPR should be updated with these changes.

    Project schedule and budget.

    Commissioning Process scope and budget.

    Project documentation requirements, including format for submittals, training materials, reports, and the Systems Manual. Consideration should be given to use of electronic format documents and records where appropriate.

    Owner directives.

    Restrictions and limitations.

    User requirements.

    Occupancy requirements and schedules.

    Training requirements for Owners personnel

    Warranty requirements.

    Benchmarking requirements.

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    OPR DEVELOPMENT DETAIL CONT.

    Operation and maintenance criteria for the facility that reflect the Owners expectations and capabilities and realities of the facility type.

    Equipment and system maintainability expectations, including limitations of operating and maintenance personnel.

    Quality requirements for materials and construction.

    Allowable tolerance in facility system operations.

    Energy efficiency goals.

    Environmental and sustainability goals

    Community requirements.

    Adaptability for future facility changes and expansion.

    Systems integration requirements, especially across disciplines.

    Health, hygiene and indoor environment requirements.

    Acoustical requirements.

    Vibration requirements.

    Seismic requirements.

    Accessibility requirements.

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    OPR DEVELOPMENT DETAIL CONT.

    Security requirements.

    Aesthetics requirements

    Constructability requirements

    Communications requirements

    Applicable codes and standards

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    ROLE BEFORE CONTRACTOR SELECTION

    Assist in Contractor Selection:

    Develop Scoring Criteria for Contractor and Major Subs

    Assist in Developing Scope for RFP on Selection of CM

    Tracking Back to OPR and BOD on Criteria for Contractor Selection

    Providing Constructability Input to the Design Team for Design Documents

    Site Issues

    Mobilization

    Temporary Utility Service Input

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    LESSONS LEARNED PRE-DESIGN

    Choosing project delivery methods Meets not defeats project expectations

    Cx process is applied differently to each delivery method

    Bring Commissioning Authority on early in project development stage

    Qualified, independent, 3rd party CxA Not Owner, Project Manager, Design Team, Contractor Team, TAB Team

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    BENEFITS

    Pro-active, early understanding of local permitting process and requirements

    Understanding of potential effects to existing facility operations

    Better match of project delivery method to the project requirements

    Well documented OPR forms the basis for all future project decisions.

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    CX PROCESS DESIGN PHASE

    Determine Training Requirements and Manual Structure

    Determine Construction

    Checklist Requirements

    Develop Cx Specifications for

    Construction Documents

    Verify OPR & BOD

    Develop Cx Plan

    Design Reviews

    OPR & BOD Acceptance

    Review Owners Project Requirements and Basis of Design

    Review of LEED Credits Options

    CD Design Reviews

    Develop Commissioning Plan

    LEED Reviews

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    DESIGN PHASE PROCESS

    ASHRAE Guidelines 0 and 1

    Review and Facilitate BOD Provide Review with Design Teams

    Review against OPR or Scope Verification and Management

    Design Reviews at Scheduled Stages of Deliverables SD, DD, CD

    Review Includes Scope Reviews, Constructability, Maintainability, Energy Efficiency, LEED Criteria, M+V

    Provide Cx Specification General and Specific (Div 1 Tech Sections)

    Cx Plan Development Scope and Inclusion into Specification

    Coordinate Specific Systems Integration Meeting Controls, Systems Advocate for the Owner

    Contractor Selection Participation

    Pre-Bid Meetings

    Collaborative, Focused, Verified & Documented

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    BASIS OF DESIGN GUIDELINES

    The Basis of Design Phase is required with each design submission and should include the following:

    a. System and assembly options

    b. System and assembly selection reasoning

    c. Facility, system, and assembly performance assumptions

    (i) Assumptions for calculations/sizing.

    (ii) Analytical procedures and tools

    (iii) Environmental conditions

    (iv) Limiting conditions.

    (v) Reference make and model

    (vi) Operational assumptions

    d. Narrative system and assembly descriptions.

    e. Codes, standards, guidelines, regulations, and other references.

    f. Owner guidelines and directives.

    g. Specific descriptions of systems and assemblies

    h. Consultant, engineering, and architectural guidelines for design developed by the design team or others.

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    BASIS OF DESIGN GUIDELINES

    The Basis of Design documents how each criterion in the Owners Project Requirements is implemented in the design. For any criterion that could not be met, documentation detailing what was done, its impact on the Owners Project Requirements, and how the Owners Project Requirements was modified shall be included.

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    LEED REQUIREMENTS PROJECT SCORECARD

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    LEED REQUIREMENTS PROJECT SCORECARD

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    LEED FOR CHP

    The treatment of CHP under the ASHRAE 90.1 2004 Performance Rating Method (PRM, Appendix G) comes under the purview of G2.4 Energy Rates.

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    DESIGN REVIEWS

    Provide Input and Collaborate on Incorporating Energy Efficiency and Sustainability Guidelines into OPR and BOD

    Document Coordination with LEED Credits

    Evaluate Designs and System Options with A/E Team to Attain Energy Efficiency Goals

    Review A/E Energy Model to Assure it Meets Goals and Operational Guidelines and verify with first year utility costs.

    Continue to Review Design for Opportunities for the Use of Alternative Energy Sources and Water Use/Reuse Options

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    DESIGN REVIEWS

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    CX SPECIFICATIONS

    Cx Specifications are developed and incorporated into Contract documents at early stage of design documents

    Cx Specifications evolve along with design documents through SD, DD, CD phases

    Cx Process activities that address systems/assemblies include in DIV 01

    Cx Process activities that address equipment and components include in: DIV 02 through 14 Architectural

    DIV 21 through 28 MEP

    DIV 40 through 48 Process Equipment

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    CX SPECIFICATION EXAMPLE

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    TRAINING

    Identify the training requirements of the O+M personnel and occupants

    Conduit training workshop Systems

    Capabilities

    Number of training sessions

    Learning Objectives

    Specifically Address Emergency Procedures

    Operations Instructions

    Adjustment Instructions

    Trouble shooting procedures

    Maintenance/Inspection procedures

    Repair procedures

    Up-keep of systems manuals logs

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    TRAINING

    Training Materials Copy of training plan

    Systems manual

    Manufacturers

    Electronic Media etc. - Vendors training

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    TRAINING EXAMPLES

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    CX PLAN

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    CX PLAN

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    CX RESPONSIBILITY MATRIX

    Activity Cx

    Authority Contractor CM/GC and

    Subs Owner & O&M Staff A/E

    Cx Plan Writes and manages the Cx plan based on Cx specification.

    Reviews and comments on plan for understanding and scope issues.

    Reviews and Accepts Reviews and Comments

    QuiCx

    Provides Web-based Project Delivery System for Commissioning Data Storage. Provide initial training and support of the QuiCx PDS to the Cx team for response to design and submittal review comments, completion of PFCs and response to open issues.

    The subcontractor will be required to complete the Cx records on-line by entering the installation, inspection, and documentation data for each Cx deliverable directly into the QuiCx PDS.

    Utilizes QuiCx to verify Cx status and documentation meet owner requirements

    Utilizes QuiCx to reply to construction document review questions, submittal or test requirement issues

    Construction Submittals on Commissioned Equipment and

    Assemblies

    Reviews and comments on Cx and O&M issues.

    Subs provide, General reviews for compliance with specifications and submits to O, A/E & CA for review.

    Reviews CxA and A/E comments and review selected submittals.

    Reviews CxA comments and responds with concerns. Incorporates approved CxA comments with their own and submits to CM.

    Found in the Division 01 9100 Specifications

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    CX RESPONSIBILITY MATRIX

    Activity Commissioning Authority Contractor CM/GC and

    Subcontractors Owner & O&M Staff A/E

    Pre Functional Checklists

    Develops or uses generic lists and forms. Spot Check selected items. Reviews completed checklists.

    Review for Scope issues. Execute the Checklist.

    May review with CxA. Spot check selected items. Reviews completed checklists.

    None

    Construction Use and PFT

    Start Up Plan/Schedule

    Reviews Develops with input from Subs

    None None

    Start Up and Vendor Provided Start Up Forms

    Witness selected start ups. Reviews completed forms

    Coordinates tasks and schedules with Subcontractors who perform start up & complete forms.

    Observe selected start ups.

    May witness selected start ups.

    Construction Observation

    Some observation of critical systems and issues

    Observe to ensure Subcontractors are executing accepted installation and start up plans.

    Periodic walk-through. Report findings to CxA

    Normal per contract.

    Found in the Division 01 9100 Specifications

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    LESSONS LEARNED

    CxA not brought in early enough to provide input on design at the early stages

    CxA did not participate in incorporating Cx requirements into Construction Documents

    Owner should include requirements in the contract with the design team to cooperate with the Commissioning Authority

    Make sure the BOD is created and documents how criteria in OPR is implemented in the design

    The Commissioning plan should be incorporated in the design documents

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    BENEFITS

    Early documentation of Cx requirements provides knowledge to all the team members of the Cx process

    Incorporating these Cx requirements into the bid documents provides contractors the opportunity to incorporate them into their scope

    Reduces added cost claims by contractors who want to say they did not understand requirements

    Provides a basis for tracking design back to the OPR to eliminate scope creep and to manage expectations by users and operations personnel

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    CX PROCESS CONSTRUCTION & ACCEPTANCE PHASE

    Direct & Verify Tests

    Verify Submittals

    Develop Test Procedures

    Document Pass/Fail Update Issues Log

    Schedule Project Deliverables

    Acceptance

    Verify Systems Manual

    Verify Construction Checklist

    Completeness

    Manage QuiCx Project Delivery

    System

    Resolve Issue

    Training

    Develop & Utilize Construction Checklists Oversee & Documents Pre-Functional Performance Testing

    Oversee & Documents Functional Performance Testing

    Hold Cx Team Meetings & Report Progress

    Coordinate & Approve Owner Training

    Turn Over QuiCx Commissioning Record for Owner Approval

    System Performance Documented & Accepted

    Complete Final Commissioning Report

    Compile Data for Systems Manual

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    ROLE AFTER CONTRACTOR SELECTION

    Work with Contractor to Assure Understanding of All Commissioning Requirements for projects

    Initiate Commissioning Kick Off Meeting for Contractor Team

    Provide Web Based Cx Documentation Process and Training for All Team

    Members

    Develop Outline of Systems Manual Format

    Indicate Requirements of Contractor on Training and Review and Review of O+M

    Requirements

    Provide Proactive Input to the Contractor for Scheduling Activities Logic and

    Duration of Commissioning Activities

    Provide Input to CM on Subcontractor Scope for Commissioning Requirements

    Work with Contractors on Development of Construction Checklists

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    CRITICAL CONTROL POINTS DURING CONSTRUCTION

    Construction Cx Kickoff Meeting

    Underground Utility Installation

    Various System Testing Points

    Wall and Ceiling Cover Up

    System Installation and Start Up

    Pre-functional Testing

    Functional Performance Testing (Cx Ready)

    Integrated Systems Test

    Training

    Substantial Completion

    Owner Move In

    Final Project Turnover

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    CX SCHEDULING COORDINATION

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    ROLE DURING SUBMITTAL PROCESS

    Perform Submittal Reviews on Systems to be Commissioned Concurrent with A/E Reviews

    Our Review Comments go to the A/E for their Review and Inclusion into their Review

    Collaboration with the Owner and A/E on any Suggestions on Equipment Types and Manufacturers

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    CONSTRUCTION COMMISSIONING PROCESS

    Construction Coordinate

    Commissioning Phasing, Submittal Review

    Testing Administer Functional

    Testing

    Equipment Start Up Verification Factor

    Start Up Procedures and Execution

    Troubleshooting Problem Solving

    Assistance Construction

    Perform Jobsite Observations

    Coordinate & Develop Training Plan O & M Manuals, Electronic Submittals,

    Equipment/System Operation and Orientation.

    Execute Training Plan Mechanical, Electrical,

    Plumbing, BAS, Fire, Security

    Training

    Post Occupancy

    Verification Energy Performance

    First Year Occupancy & Operation Troubleshooting, Document Control,

    Seasonal Testing

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    INTERACTION WITH CONTROLS CONTRACTOR

    Cx Team with Specific Controls Experience

    Integration of different systems and different communication protocols

    Owners Advocate for Controls Coordination

    Provide Input and Systems Guidance to Controls Contractor

    Lead all Controls Integration and Controls Meetings

    Review contractor start up and verification of point to point

    Collaborate with Controls Contractor on Use and Applicability of Types,

    Location and Set Point Criteria on Control Points and Sensors

    Sensor Placement and Installation

    Review and Participate in Point to Point Verification

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    SYSTEM TEST PROCEDURES

    Owner & CxA to review and allow or disallow modifications

    CxA and Owner Witness Approved Test Procedures

    Contractor Review and Submit Modifications for Review

    Contractor Incorporates Test Documentation in Closeout Manual

    CxA Conducts Pre Test Meeting with Contractor

    CxA Provides Templates for Testing and Verification to Contractor

    Contractor Corrects Deficiencies and Records Corrective Actions on Deficiency Report

    CxA Creates Deficiency Report and Submits to Contractor

    Test Passed

    Test Failed R

    e-T

    est

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    OUR ROLE DURING FUNCTIONAL TESTING PHASE

    Provide Leadership in the Functional Testing Process

    Develop and Write Functional Tests - Will Perform Review Meetings with Project

    Team Members for Comments and Product Final Version

    Review Test & Balance Plan and Final TAB Report. Provide Comments to the Plan

    and Final Report.

    Document and Verify All Start Up Checklists and Pre-functional Tests Prior to FPT.

    Review Controls Contractor Programming and Loop Tuning

    Document and Verify All Sequences and Failure Scenarios are Performed and

    Comply

    Provide Input for Any Testing Failure and Suggest Solutions in Collaboration with

    Contractor

    Document Testing and Maintain Issues Logs and Monthly Status

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    MONITORING THE PROCESS

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    MONITORING THE PROCESS

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    MONITORING THE PROCESS

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    FINAL COMMISSIONING REPORT

    Table of Contents

    1. Executive Summary

    2. Commissioning Overview, Approach, and Team Information

    3. Commissioning Scope Information

    4. Project Information- Overview and Systems

    5. Results and Conclusions

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    LESSONS LEARNED

    More involvement and team collaboration on start-up and pre-functional testing

    Allow proper time for commissioning before owner move in

    Where project is tied to existing facility allow for testing and plan for mitigating effects on existing systems

    Capacity and condition of utility services to CHP facility must be anticipated and designed to meet requirements of system at all loading conditions and SOPs

    Better understanding of the environmental and permitting requirements and how they effect schedule, cost and testing sequences

    More consistent and cooperative involvement by both design and construction teams with systems testing

    Pay attention to the details and be proactive

    Get rid of negative attitude about commissioning

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    BENEFITS

    Improved Success For Functional Tests due to more complete startup and pre-functional test.

    More Cost effective and successful integrated testing without interruption of the Facility at Move In.

    This will allow for more fully tested facility and an integration into the existing facility

    Minimize permitting and regulatory issues and reduce time of design and construction

    More integration testing with existing facility allows for a cohesive efficient operation.

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    CX PROCESS OCCUPANCY & OPERATIONS PHASE

    Direct & Verify Seasonal Tests

    Document Pass/Fail Update Issues Log

    Acceptance

    Coordinate Warranty Review

    Resolve Issue

    Convene Lessons Learned Workshop

    Substantial Completion

    Perform Deferred & Seasonal Testing

    Re-Inspect/Review Performance Before End of Warranty Period

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    LESSONS LEARNED

    Systems should be exercised during various seasonal conditions to verify efficient operation

    Early review of Measurement and Verification measures to determine building usage trends and energy consumption.

    Re-Commissioning of Systems should be planned on appropriate intervals

    Handover and training meeting should be held to discuss any issues to be aware of and special considerations on operations

    Systems Manual review with team should be performed and not just a handover of the documents.

    Plan this handover process early, early and get it into the schedule

    Consider FMS requirements and any contract company operators

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    NEW METHODOLOGIES & TOOLS

    BIM

    Mock-Ups

    Web Based

    Codes and Standards

    Issues with LEED

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    3D BIM / Revit Modeling

    Sectional Views

    Fly-Thru Views

    Clash Detection

    Construction Team Input

    BIM USE OF ELECTRONIC MODELING TECHNOLOGY

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    PRE FAB OPPORTUNITIES FOR COMMISSIONING

    Taking Advantage of BIM

    Pre Fab Wall Sections Pre Install Fire Dampers

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    PRE FAB OPPORTUNITIES FOR COMMISSIONING

    Electrical Rooms

    Corridor Duct & Piping Sections

    VAV Box Bench Testing

    Plumbing Chases

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    WEB BASED REPORTING SYSTEMS

    iPads & Tablets transforming the way we work

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    CCRD PARTNERS QUIC CX PROJECT DELIVERY

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    TYPICAL AIRSIDE 1749 PIECES OF EQUIPMENT

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    TYPICAL AHU GENERAL INFORMATION

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    AHU SPECIFIC INFORMATION

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    ELECTRICAL ATS EQUIPMENT LIST QTY 42

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    EQUIPMENT TREE SYSTEM RELATIONSHIP

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    GUIDELINES & STANDARDS

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    WHAT IS COMMISSIONING? NFPA 2012

    9.3.3 Commissioning

    9.3.3.1 Heating, cooling, ventilating, and process systems serving spaces or providing health care functions covered by this code shall be commissioned in accordance with ASHRAE 90.1 Energy Standard for Buildings Except Low-Rise Residential Buildings.

    9.3.3.2 Commissioning shall follow ASHRAE Guideline 0, The Commissioning Process, and ASHRAE Guideline 1.1 HVAC&R Technical Requirements for the Commissioning Process, or any other publically reviewed document acceptable to the authority having jurisdiction.

    Source: NFPA, Health Care Facilities Code Handbook 2012

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    FUTURE OF COMMISSIONING

    Paperless Commissioning

    COBie Compliant data bases for FMS compatibility

    Codified Requirements

    2012 IBC IECC Section C408 Requires HVAC Cx on all systems greater than 40 tons

    2012 NFPA 99 Healthcare

    2012 NFPA 3 Fire Sprinkler System Commissioning Guidelines

    Multiple City Energy Codes now require Commissioning on HVAC systems

    3D Commissioning Retro Commissioning

    Measurement and Verification Protocols in accordance with the EVO standards

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    THE ISSUES WITH CX AND LEED

    PROJECT PHASES THE COMMISSIONING PROCESS ASHRAE GUIDELINE 0

    39 STEPS ASHE

    45 STEPS

    LEED FUNDAMENTAL

    10 STEPS

    LEED ENHANCED 10 STEPS

    Cx Business Plan Introduce Cx to the C Suite

    Develop Cx Business Plan

    Develop Cx ROI

    Pre-Design Establish Cx Scope and Budget

    Selection of Cx Team

    Selection of Cx Authority

    Organize Pre-Design Conference

    Set Cx Process and Procedures

    Pre-Design/Design Develop Cx Plan (Draft)

    Design Develop and Review BOD

    Perform Design Reviews at Phases of Design

    Update Cx Plan

    Develop Cx Process Specs for Div 1 & Tech Sections

    Develop Draft Construction Checklists

    Develop Systems Manual

    Develop Functional Performance Test Drafts

    Review of Utilities Management Plan(UMP)

    Develop Training Requirements

    Perform Cx focused design reviews

    Final acceptance of OPR and BOD

    Attend the Pre-Bid Process

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    THE ISSUES WITH CX AND LEED

    PROJECT PHASES THE COMMISSIONING PROCESS ASHRAE GUIDELINE 0

    39 STEPS ASHE

    45 STEPS

    LEED FUNDAMENTAL

    10 STEPS

    LEED ENHANCED 10 STEPS

    Construction Conduct Cx Team Meetings

    Update OPR and Cx Plans

    Review and Verify Submittals with OPR

    Schedule Cx Process Activities

    Develop/Maintain Test and System Logs

    Attend Periodic Site Visits

    Review O&Ms

    Witness Equipment and System Start- Ups

    Develop Functional Test Procedures

    Witness and Document Tests

    Facilitate Pressure Testing Including Building Envelope

    Construction/Operational Transition

    Verify Training and O&M programs for Updates

    Review TAB Report

    Verify System Manual

    Review Record Drawings

    Develop and Provide Final Cx Report

    Development/Review of Controls/Trending Dashboard

    Facilitate Fire & Smoke Damper Inspections/Testing

    Facilitate Development of Maintenance Budget

    Facilitate Completion of Statement of Conditions (SOC)

    Facilitate a CMMS Program for Asset Management

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    THE ISSUES WITH CX AND LEED

    PROJECT PHASES THE COMMISSIONING PROCESS ASHRAE GUIDELINE 0

    39 STEPS ASHE

    45 STEPS

    LEED FUNDAMENTAL

    10 STEPS

    LEED ENHANCED 10 STEPS

    Post Occupancy/Warranty Period Review Controls/Systems Trend Data

    Measure and Verify Actual Energy Performance

    Complete Seasonal Testing

    Participate in End of Warranty Review (10 Months)

    Benchmark Energy Performance

    Update and Finalize Cx Report

    Verify Continuing O&M/Training

    Re-Commissioning Continuous Commissioning

    Perform re-commissioning on regular basis to maintain energy efficiency and to incorporate facility changes into System manual

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    THE ISSUE

    The USGBC has taken the recognized Cx Process as established and published by the

    BCA

    AGC

    ASHRAE

    ASHE

    GSA

    and divided the process into what they deem Fundamental (only 10 steps of the usual 39) which are required then choose another 10 steps (for a total of 20 out of 39) as an option.

    This is an established process that works best when it remains together

    They are sending the message that the established whole multi-step process can be boiled down to just a few of the steps, and any remaining steps can be purchased as extra optional steps

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    IN OTHER WORDS

    LEED Fundamental does not equal industry recognized commissioning Without design and submittal reviews, Owners are only getting acceptance testing NOT

    Commissioning

    Even LEED Enhanced does not provide full service commissioning

    By only requiring LEED Fundamental, Owners are not reaping the full benefits of commissioning No Design Review

    No Submittal Review

    No Services Past FPT

    Forced to accept what the designers and installers give them (Isnt this where we came in?)

    LEED is diluting the Commissioning Industry By contracting Acceptance Testing instead of Commissioning LEED is confusing the issue and

    giving Owners a false sense of assurance

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    THE IMPACT

    Owners unfamiliar with industry standards who contract for fundamental only ARE NOT RECEIVING COMMISSIONING SERVICES! But they think they are.

    By dividing the Cx process and relegating critical steps to Enhanced, Owners not familiar with Commissioning may think they can either do without, or these are extra steps when they are in fact an integral part of the process!

    USGBC is misrepresenting the Cx Industry by splitting the Cx process, making part required and part additional. When in fact this is one multi-step process that has a logical order that builds on the previous step.

    USGBC is trying to amend this issue with their revised latest version of LEED where they are adding requirements for energy performance measurement and measurement & verification plans that would no longer be optional

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    REASONS FOR COMMISSIONING

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    CX PAYBACK METRICS

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    CX ACTIVITIES

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    COMMISSIONING IMPACTS

    Number of Deficiencies Identified

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    THE NET COST OF COMMISSIONING

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    COMMISSIONING CAN BE PREVENTION

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    Question and

    Answers