1. Monitoring-Based Commissioning what is it and how can I use in in LEED v4
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2. Credit(s) earned on completion of this course will be reported to AIA CES for AIA members. Certificates of Completion for both AIA members and non-AIA members are available upon request.
This course is registered with AIA CES for continuing professional education. As such, it does not include content that may be deemed or construed to be an approval or endorsement by the AIA of any material of construction or any method or manner of handling, using, distributing, or dealing in any material or product.
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Questions related to specific materials, methods, and services will be addressed at the conclusion of this presentation.

3. Learning Objective & What we will cover today
Types of Commissioning
Why Monitoring-Based Commissioning (MBCx)
LEED v4
What is important to the Customer
MBCx made simple
MBCx and ISO 50001
Summary
Questions and Answer

4. Commissioning Process: Timeline
Every commissioning project is unique, but there are key phases or stages these projects go through.
New Building
Existing Building
Retro Commissioning
Ongoing Commissioning
Monitoring-Based Commissioning
Design
Construction
Acceptance
Warranty NB EB 1

5. Monitoring Based Commissioning (MBCx)
ENERGY STAR tells you a basic score
MBCx tells you what to do and when to do it to keep the building(s) running efficiently.
MBCx when used in new construction as a tool can:
Get you as close to “0” defects as possible with your operational systems on a 24/7/365 basis
MBCx will catch all warranty tasks that must be performed by your controls contractor to ensure the sequence of operation!
History

6. MBCx: Helps you determine the greatest possible Value & Performance from your Building Systems
Collect Data 24/7/365
Evaluates Real Time Data
Recommends Action
Owners Implementation
Monitor Results
M&V
1. Owner’s Staff Reviews
MBCx: Bridges the gap between real time Systems & Equipment level information Or
Process
2. Engineering as a Service
Information needed to take a Proactive rather Reactive Approach
Ensures reliability, long life and cost efficiency

7. New Construction Commissioning Process: Steps
Warranty
Seasonal functional testing
Operational reviews
Near warranty end review
Monitoring of system operation
Operator and occupant issues
As-needed testing and troubleshooting
Acceptance
(continued)
Troubleshooting and problem resolution
Verify O&M manuals and record drawings
Verify systems manual
Provide systems training
Log issues and track to resolution
Documentation of Cx process and results
On-going Cx plan
Acceptance
Review completed installation verification checklists
Review contractor testing and documentation
Review Test, Adjust & Balance (TAB)
Functional testing
All modes of operation
Failure modes
Retest
Construction
Cx plan
Submittal review
Controls coordination
Construction observations
Installation verification checklists
Develop functional test procedures
Log issues and track to resolution
Design
Review OPR
Review BOD
Review SD and/or DD
Review CDs
Cx Specifications
Training and Systems Manual Inclusion
Participate in Value Engineering
Document comments and recommendations
Scope
Mechanical (HVAC&R and controls)
Plumbing (DHW and pumps)
Electrical
Service and distribution
Lighting, lighting controls and daylighting
Renewable energy systems
MBCx
Building envelope (additional LEED credit) 1

8. Retro-Commissioning (Retro-Cx)
A systematic process of testing, validating and improving building systems to optimize performance without major changes in configurations
Low- or no-cost changes to improve performance and lower energy and operational costs
Combined with project assessments and planning, can improve system configurations to further enhance performance and efficiency with cost-effective investments
Next Step: On-Going Cx (Not very popular) or repeat Retro-Cx

9. LEED v4 Intent Requirements Commissioning Authority
To further support the design, construction and eventual operation of a project that meets the owner’s project requirements for energy, water, indoor environmental quality and durability
Requirements
Implement, or have in place a contract to implement, the following commissioning process activities in addition to those required under EA Prerequisite Fundamental Commissioning and Verification
Commissioning Authority
The experience must extend from early design phase through at least ten months of occupancy

10. LEED v4 Option 1. Enhanced systems commissioning (3-4 points) OR
Path 1: Enhanced commissioning (3 points) OR
Path 2: Enhanced and Monitoring-based Commissioning (4 points)
Achieve Path 1, AND
Develop monitoring-based procedures and identify points to be measured and evaluated to assess performance of energy- and water-consuming systems
Include the procedures and measurement points in the commissioning plan. Address the following:
roles and responsibilities;
measurement requirements (meters, points, metering systems, data access);

11. LEED v4
the points to be tracked, with frequency and duration for trend monitoring;
the limits of acceptable values for tracked points and metered values (where appropriate, predictive algorithms may be used to compare ideal values with actual values);
the elements used to evaluate performance, including conflict between systems, out-of-sequence operation of systems components, and energy and water usage profiles;
an action plan for identifying and correcting operational errors and deficiencies;
training to prevent errors;
planning for repairs needed to maintain performance; and
the frequency of analyses in the first year of occupancy (at least quarterly).
Update the systems manual with any modifications or new settings, and give the reason for any modifications from the original design.
AND/OR
Option 2. Envelope commissioning (2 points)

12. Energy Use Over Time

13. Data Review Data Flow Software Services The BOX BOX and in the cloud
This data becomes the underpinning for everything going forward.
Don’t want our box? Want to use your own? That’s ok too.
The BOX
BOX and in the cloud
Engineers are your partners
Experts who make sure Balance is properly tuned and delivering pertinent results all the time. Helps with M&V and preps business cases
Collects data, processes it, and sends automation signals
Software and analytics that get you to Lean Energy Operations

14. Customer’s Priorities

15. Business Dashboard Metrics Bills Opportunities Dashboard M&V Logs
Cogen Dashboard
Cooling Dashboard

16. Edit / Upload Utility Data

17. Bills

18. Charting
Trends
Scatter
Aggregation

19. Trends

20. Scatter

21. System Asset Types

22. Logs

23. Cogen Dashboard

24. Up to 5% reduction in electric use
Measurement & Verification of KWH Savings
Emphasis on the more significant opportunities
Up to 5% reduction in electric use

25. The Process Assessment Facility Condition Index Process
Data Acquisition
24/7 Fault & Optimization Analysis Based on Real Time Data
Low - No Cost Implementation
ID and quantification of System refinements after low-no cost implementations
Timeline:
2 Weeks
1 Month
2 Months
l9 Months
Long term
Process
Savings: $$
$$$
$$$$
$$$$$
Technical Program Management

26. MBCx Differentiators
Continuous Monitoring and Analysis under difficult conditions
Measurement and Verification
Regular Reporting
Routine and Continuous Analysis of Data and Performance by Operating Staff
Operator Training based on Data, Review, and Action Planning
Expedited Awareness of Malfunctions and Opportunities
A lot less time fighting fires or looking for problems and a lot more time correcting the root cause of the problem

27. Data Collection

28. ISO 50001

29. ISO 50001
The urgency to reduce greenhouse gas emissions, the reality of higher prices from reduced availability of fossil fuels and the need to promote efficiency and the use of renewable energy sources provide a strong rationale for the developing this new standard, building on the most advanced good practices and existing national or regional standards
Alan Bryden IOS Secretary-General
A Strategic plan that requires measurement, management, and documentation for the continuous improvement for the energy efficiency.
Identification of key performance indicators, unique to the company, that are tracked to measure progress.
How ready are you for ISO 50001?

30. What Cx will look in the next few years!

31. Summary Improved Productivity From Your Workforce Detect Anomalies
Continuous Improvement Of Operations
Program to Build to Sustain Operational Energy Efficiency so You Can Achieve Your Goals
Improves Facility and Equipment Reliability
Cost-effective Investments with Better ROIs
Single Source Responsibility - Reduced Risk and Improved Accountability

32. Balance is the key to lean energy operations
We turn big data into small data – stuff that people can understand
We deliver recommendations to operations staff
We deliver analytics to managers
We bring order to energy management and organize it around a set of lean
Operating principles