High Performance Buildings 2007

Differences in Commissioning Scope

ACG, ASHRAE Guideline 0, GSA and LEED

Steven (Rusty) Ross PE, CxA, LEED AP SSRCx, LLC

Differences in Commissioning Scope: ACG, ASHRAE Guideline 0, GSA and LEED

Commissioning Standards

ACG Commissioning Guideline 2005 GSA Commissioning Guideline 2005 ASHRAE Guideline 0 LEED 2.2 (EA Prerequisite #1, EA Credit #3)

Commissioning Process

Equipment and Systems Tasks

Equipment and Systems – ACG and GSAACG HVAC Systems

GSA Building envelope Plumbing systems HVAC systems ATC systems Electrical systems Life safety systems Security systems Other specialty systemsAll have multiple sub-components.

Over 110 systems in the GSA matrix.

Systems to be Cx’d dependent on building type.

Equipment and Systems – ASHRAE and LEEDASHRAE Substructure Shell Interiors Equipment and furnishings Sitework Landscaping Services

HVAC Electrical Fire and Life safety Security Communications Plumbing Conveying systems Specialty or technology systems

LEED HVAC systems and controls Lighting and Daylighting

controls Domestic hot water systems Renewable energy (wind, solar,

etc.)

Differences – Equipment

ASHRAE & GSA extensive multi-disciplines List of systems to be commissioned defined

by the standard for GSA and LEED Renewable energy (LEED)

Tasks Executed in Phases

Pre-Design Design Construction Acceptance Post-Occupancy

Pre-Design Phase

ACG GSA ASHRAE LEEDDecide to Cx

Select a CxA

Define Cx Scope

CxA reviews DID (Use and occupancy info from Owner similar to OPR)

Identify Cx Team

Create OPR

Develop preliminary Cx plan

Establish initial Cx budget

See roles and responsibility matrix

Create OPR (29 criteria)

Define Cx scope Identify Cx Scope & budget

Roles & responsibilities in pre-design (15 criteria)

Develop preliminary Cx plan

Review lessons learned from previous projects

Select CxA

Create OPR

Create BOD

Review OPR and BOD

Cx Scope is defined by LEED standard

Differences – Pre-Design

Owner Project Requirements (OPR) Degree of emphasis Who develops it Detail/Criteria

Commissioning Budget Cx scope is defined by LEED, others vary

Design Phase

ACG GSA ASHRAE LEEDReview Design

Develop Cx specifications

Develop Cx plan

Define equipment and systems

Establish project schedule

Review design

Develop Cx specifications

Update Cx plan

Retain CxA

Incorporate Cx into all team members scope of work

Review OPR and BOD

Review design

Develop Cx specifications

Update Cx plan Define equipment and systems Define Cx milestones Communication protocols Create draft checklists

Develop BOD (14 criteria)

Verify BOD follows OPR

Define training process (20 criteria items)

Establish criteria for systems manual (much greater than LEED)

Roles & responsibilities in design phase (18 criteria items)

Update OPR

Include in CDs - OPR and BOD

Review design

Develop Cx specifications

Develop Cx plan preferably in DDs (multiple criteria items)

Design Phase Reviews

ACG GSA ASHRAE LEEDOne review

Criteria

Commissionability

Maintainability

Equipment performance vs DID

Completion of documents

Three reviews (Concept, DD and CD)

Criteria

Matrix of review criteria for multiple disciplines

Can be multiple reviews

Criteria

Legibility and completeness

Coordination between disciplines

OPR/BOD compliance

Review by sampling - 10% to 20% samples

One review and backcheck

Criteria

Compliance with OPR/BOD

Differences – Design Phase

Number of reviews Review criteria Degree of detail Sampling (ASHRAE)

Cx Plan Elements – ACG and ASHRAE

ASHRAE Overview Roles and responsibilities Communication protocol Description of Cx process

Milestones Procedures

Procedures for handling OPR variations

Define sampling procedures List systems and equipment to

be Cx’d Schedule of Cx Test procedures

ACG Overview/scope Identify Cx team Reference CDs Define meeting requirements Define/describe system

readiness requirements Start-up requirements Functional testing requirements Acceptance criteria Training criteria List deliverables to be included

in final report Define sequence of Cx activities

Cx Plan Elements - GSA Overview General project data Define Cx scope List team contacts Describe communication protocol Describe Cx process by phase List all required documents Define schedule/sequence Include:

OPR/BOD Cx specs Design reviews Submittal issues log Construction checklists Functional Performance Tests Required test data reports Requirements for O&M reviews, Training, Warranty activities

Cx Plan Elements - LEED Program overview

Goals and objectives General project information Include OPR and BoD

Describe Cx activities, including Shop drawing review process Training review process Systems manual process End of Warranty review process Systems to be Cx’D

Identify Cx team Define roles and responsibilities

Communication protocol Installation documentation forms and Functional test procedures Standard deficiency/action item list forms Acceptance criteria for systems

Construction Phase

ACG GSA ASHRAE LEEDReview shop drawings

Update Cx plan

Coord Cx process Integrate into construction process

Verify installation (who?)

Create SVCs Installed properly Conform to specs Ready for S/U

Site visits to monitor SVCs

S/U complete and documented

T&B complete with report

Point-to-point complete and documented

Review shop drawings

Develop and execute installation checklists

Develop and execute* and document functional testing

Meetings

Owner training*

Provide Cx record*

Review shop drawings

Comply with OPR

Schedule integration/coordination

Update Cx plan/checklists per OPR

Meetings – 15 criteria

Verify installation

Develop/update test procedures

Deliver systems manual*

Verify training*

Execute FPTs to criteria – random sampling*

Final report*

Review shop drawings (comply with OPR)

Update Cx plan

Verify installation

Use PFCs or start-up documentsOccurs at start-upSilent on author of PFCs

Compile systems manual

Differences – Construction Phase

Installation verification Who authors checklists When executed

Reviews not consistently required O&Ms (ACG, LEED)

Sampling (ASHRAE) Systems Manual (ASHRAE, LEED)

Acceptance Phase

ACG GSA ASHRAE LEEDExecute FPTsDocument performance

Verify T&B Report

Coordinate and schedule training

Videotape training

Owner training

Execute FPTs

Provide Cx record

Deliver systems manual

Verify training

Execute FPTs Document10 criteria Random sampling

Verify training

Final report

Update systems manual

Execute FPTsDocument performance

Deliver systems manual

Verify training process

Complete/issue final report

Differences – Acceptance Phase

Training – Videotaping (ACG) Verify T&B Report Sampling (ASHRAE) Systems Manual (ASHRAE, LEED)

Post-Occupancy Phase

ACG GSA ASHRAE LEED

Opposed Season FPTs

Final Cx Report

Opposed Season FPTs

End of warranty review of system operation/LL

Final Cx Report

Opposed season FPTs

Use CxA to minimize callbacks

Ongoing guidance

Document lessons learned

Revised/updated final Cx report and systems manual

End of warranty review of system operation/LL

Final Cx Report

Differences – Post-Occupancy

Opposed season (LEED) End of warranty review ASHRAE scope (difficult to quantify)

Questions and Answers

Thank You!