Commissioning and Close-out of Technically Complex Buildings: A Lifecycle Approach Presented to ISPE August 9, 2005 Facilitated by Ric Holman and Adam Benzuly Affiliated Engineers, Inc. – Walnut Creek, CA

A Quick Introduction of AEI… Full service MEP firm with national resources. Nationwide Cx provider for over 20 years. Specialize in technically complex R&D and healthcare projects. 20+ dedicated Cx staff. Recent clients include: Chiron, UCSF, Alameda County, Gap Inc., Amgen, UCB, etc.

Our quick bio… Ric Holman, CSI –20+ years in construction project delivery. –Walnut Creek Cx Group Leader. –Extensive field experience –Has found a new home underwater. Adam Benzuly, P.E. –Background in HVAC design. –Commissioned over 1,000,000 sq. ft. of new construction. –Project Manager for Mechanical and Field Services Depts. –Contributor to LBNL Cx study.

What Cx Means to AEI A systematic process of ensuring that all building systems perform interactively according to the design intent and the Owner’s operational needs. Design phase activities Construction phase activities Post-occupancy activities

Close-out Issues What are Contract Document requirements? –O&M Manuals –Punchlist –Validation –Warranty –Move-in –Record drawings –Training –Reconciliation of Change Orders?

The Quality Assurance Cycle Communicate Expectations Refine Expectations Document Outcome Verify Execution

Discussion Ideas… Cx/validation similarities? Documentation vs. operational tools How to determine desired outcome? How to incorporate requirements into Contract Docs? Cx cost/benefits? Typical close-out problems? How to make sure things continue to work as intended? Tracking close-out items to completion. When Cx finds problems?