1. ACG CxA WORKSHOP WEBINAR ACG Annual Meeting CxA Workshop 8:00 AM 15 April 2009 Intercontinental Chicago O’Hare Building Commissioning Building Commissioning Roles, Responsibilities, and Benefits 2009 ACG ANNUAL MEETING CxA WORKSHOP Wednesday, April 15, 2009 Jim Magee, CxA, LEED-APBrian Toevs, P.E., CxA, LEED-AP Facility Commissioning Group BETA Engineers

2. ACG CxA WORKSHOP WEBINAR ACG Annual Meeting CxA Workshop 8:00 AM 15 April 2009 Intercontinental Chicago O’HareOverview  Cx Advocacy, Economics, Benefits  Associations, Certifications, Guidelines  Commissioning Team  Commissioning (Cx) Process  Cx Team Roles and Responsibilities  Commissioning Website Resources  Discussion

3. ACG CxA WORKSHOP WEBINAR Commissioning Advocacy, Economics, Benefits

4. ACG CxA WORKSHOP WEBINAR ACG Annual Meeting CxA Workshop 8:00 AM 15 April 2009 Intercontinental Chicago O’Hare Why Commission? Better Buildings   Building owners are finding that the energy, water, and productivity savings achieved by commissioned buildings can offset the cost of the commissioning process. Studies indicate 8 to 20 percent savings in building operating costs over those in a non- commissioned building. (Building Commissioning Guide, Version 2.2, GSA/DOE, dated July 30, 1998)

5. ACG CxA WORKSHOP WEBINAR ACG Annual Meeting CxA Workshop 8:00 AM 15 April 2009 Intercontinental Chicago O’Hare Why Commission? Better People   Aside from achieving documented cost savings and cost avoidance, commissioning enhances customer satisfaction by promoting proper training of the owner’s Operations & Maintenance staff, which increases the longevity and efficient operation of building systems.

6. ACG CxA WORKSHOP WEBINAR

12. ACG Annual Meeting CxA Workshop 8:00 AM 15 April 2009 Intercontinental Chicago O’Hare What is Commissioning? A process of documentation, adjustment, testing, verification, and training, performed specifically to ensure that the finished facility operates in accordance with the owner’s documented project requirements and the construction documents. It begins in pre-design and continues through design, construction, and the life of the facility. (BCA draft document, 2004.)

13. ACG CxA WORKSHOP WEBINAR ACG Annual Meeting CxA Workshop 8:00 AM 15 April 2009 Intercontinental Chicago O’Hare What is Commissioning? Design Intent Document   Details functional requirements and Owner’s expectations of how a building will be used and operated - OWNER’S PROJECT REQUIREMENTS   Basis for building commissioning Basis of Design   The concepts, calculations, decisions, and product selections used to meet the OWNER’S PROJECT REQUIREMENTS

14. ACG CxA WORKSHOP WEBINAR ACG Annual Meeting CxA Workshop 8:00 AM 15 April 2009 Intercontinental Chicago O’Hare What Commissioning is NOT?   Completing Standard Forms   Contractors’ QA/QC Program   Verification of the Contractors’ QA/QC Program   Construction Inspection   Construction Management Substitute

15. ACG CxA WORKSHOP WEBINAR Design Intent Commissioning validates the design! That the design works and meets the “design intent” Commissioning “retro” ; “re”; or “ongoing” Cx DesignConstruction O & M “Inspections” validate construction That the construction is installed correctly per the “design” Changing Needs What is Commissioning? (validates the “design”!) This is not commissioning!

16. ACG CxA WORKSHOP WEBINAR ACG Annual Meeting CxA Workshop 8:00 AM 15 April 2009 Intercontinental Chicago O’Hare Objections To Commissioning “Haven’t I already paid for a quality building in my design and construction fees?”   Designer’s (A/E) services typically do not include field verification that their design works as intended.   Construction Manager’s services typically do not include functional verification that the installed systems meet design intent.

17. ACG CxA WORKSHOP WEBINAR ACG Annual Meeting CxA Workshop 8:00 AM 15 April 2009 Intercontinental Chicago O’Hare Objections To Commissioning “Isn’t the Commissioning Authority just a ‘bigger hammer’ for the owner to use to pound the designer and contractor?”   No. The CxA must be a team builder by using the commissioning process to the benefit of all.   No. The CxA should respect the traditional construction disciplines. The CxA has a distinct responsibility to owner for system quality and performance.

18. ACG CxA WORKSHOP WEBINAR ACG Annual Meeting CxA Workshop 8:00 AM 15 April 2009 Intercontinental Chicago O’Hare Objections To Commissioning “Isn’t commissioning just another layer of inspection?”   The CxA is not a layer, but a catalyst for communication that makes quality solutions possible.   The CxA is not inspector (fault finder, accuser).   The commissioning process provides verification that Owner’s Project Requirements implemented in design and construction.

19. ACG CxA WORKSHOP WEBINAR ACG Annual Meeting CxA Workshop 8:00 AM 15 April 2009 Intercontinental Chicago O’Hare Commissioning(Cx) (New Construction) 0.5 to 1.5 Percent of Total Construction Cost Retrocommissioning (RetroCx) (Existing Construction) 3.0 to 5.0 Percent of Total Operating Cost Source: Building Commissioning Guide, Version 2.2, DOE/GSA, July 30, 1998 What Does Commissioning Cost?

20. ACG CxA WORKSHOP WEBINAR ACG Annual Meeting CxA Workshop 8:00 AM 15 April 2009 Intercontinental Chicago O’Hare Commissioning Costs Commissioning New Construction   Approximately 2%-3% of Mechanical System Construction Cost – (BCA Case Studies)   Approximately 1%-2% of Electrical System Construction Cost – (BCA Case Studies)

21. ACG CxA WORKSHOP WEBINAR ACG Annual Meeting CxA Workshop 8:00 AM 15 April 2009 Intercontinental Chicago O’Hare The Economics of Commissioning * Based on research findings from University of Wisconsin, ASERTTI Training Module, 1998 If planned correctly and implemented early enough in the design process, commissioning can be included with little or no cost impact*. Without Commissioning With Commissioning Design Phase Costs Construction Phase CostsFirst Year Warranty Period Costs Design Phase Costs Construction Phase Costs First Year Warranty Period Costs What Does Commissioning Cost?

22. ACG CxA WORKSHOP WEBINAR ACG Annual Meeting CxA Workshop 8:00 AM 15 April 2009 Intercontinental Chicago O’Hare

23. ACG CxA WORKSHOP WEBINAR ACG Annual Meeting CxA Workshop 8:00 AM 15 April 2009 Intercontinental Chicago O’Hare

24. ACG CxA WORKSHOP WEBINAR ACG Annual Meeting CxA Workshop 8:00 AM 15 April 2009 Intercontinental Chicago O’Hare Benefits   Better bid documents   More accurate budgets   More “control” of project   Projects delivered on time   Fewer change orders   Fewer warranty issues   Satisfied Client

25. ACG CxA WORKSHOP WEBINAR Associations, Certifications, Guidelines

26. ACG CxA WORKSHOP WEBINAR ACG Annual Meeting CxA Workshop 8:00 AM 15 April 2009 Intercontinental Chicago O’Hare Associations   AABC Commissioning Group (ACG)   ASHRAE   Building Commissioning Association (BCxA)   Institute of Electrical & Electronic Engineers (IEEE)   International Society For Pharmaceutical Engineering (ISPE)   National Environmental Balancing Bureau (NEBB)   Sheet Metal and Air Conditioning Contractors' National Association / Testing Adjusting and Balancing Bureau (SMACNA / TABB)   University of Wisconsin   Association of Energy Engineers (AEE)

27. ACG CxA WORKSHOP WEBINAR ACG Annual Meeting CxA Workshop 8:00 AM 15 April 2009 Intercontinental Chicago O’Hare Certifications   AABC Commissioning Group (ACG)   ASHRAE (Process Management Certification)   Building Commissioning Association (BCxA)   Institute of Electrical & Electronic Engineers (IEEE)   International Society For Pharmaceutical Engineering (ISPE)   National Environmental Balancing Bureau (NEBB)   Sheet Metal and Air Conditioning Contractors' National Association / Testing Adjusting and Balancing Bureau (SMACNA / TABB)   University of Wisconsin   Association of Energy Engineers (AEE)

28. ACG CxA WORKSHOP WEBINAR ACG Annual Meeting CxA Workshop 8:00 AM 15 April 2009 Intercontinental Chicago O’Hare The Need for Guidelines   Uniform delivery of services   Cx adoption as standard practice   Owner procurement / selection of providers   Continuing education   Benchmarking of Cx Benefits   Training competent Cx service providers   Client education and cooperation   Efficient Cx interface with designers, contractors, vendors, etc

29. ACG CxA WORKSHOP WEBINAR ACG Annual Meeting CxA Workshop 8:00 AM 15 April 2009 Intercontinental Chicago O’Hare Guidelines   ACG Commissioning Guideline – 2005   ASHRAE Guideline 1 –1996: The HVAC Commissioning Process   ASHRAE Guideline 1.1 – 2007: HVAC&R Technical Requirements for the Commissioning Process   ASHRAE Guideline 0-2005: The Commissioning Process   NECA90-2004: Recommended Practices for Commissioning Building Electrical Systems   ISPE Pharmaceutical Engineering Guide Volume 5: Commissioning and Qualification

30. ACG CxA WORKSHOP WEBINAR ACG Annual Meeting CxA Workshop 8:00 AM 15 April 2009 Intercontinental Chicago O’Hare ACG Commissioning Guideline 1.Independent 3 rd party direct for owner Cx services 2.Cx process intended for provider application 3.Useful for owners, designers and constructors, but intended for training Cx providers 4.Defines 5-Phase process: a)Pre-Design b)Design c)Construction d)Acceptance e)Post-Acceptance

31. ACG CxA WORKSHOP WEBINAR ACG Annual Meeting CxA Workshop 8:00 AM 15 April 2009 Intercontinental Chicago O’Hare ASHRAE Guideline 1 1.Cx responsibilities statement in request for A/E design services. 2.Owner’s Program development and commitment. 3.Assign O&M personnel to the commissioning process. 4.Review and approve the Design Intent Document. 5.Review and approve the construction documents. 6.Provide competent documenting of training sessions (video, etc.) 7.Record construction progress (photo, video, narratives, etc.) 8.Review and comment on CxA verification report. 9.Review and accept the commissioning report

32. ACG CxA WORKSHOP WEBINAR ACG Annual Meeting CxA Workshop 8:00 AM 15 April 2009 Intercontinental Chicago O’Hare Guideline 0: Cx responsibilities statement in request for A/E design services. Develop and commit to Owner’s Project Requirements. Assign O&M personnel to the commissioning process. Review and approve changes made in the Owner’s Project Requirements. Review and approve the Construction Documents. Provide competent documenting of training sessions (video, etc.) Review and comment on the Cx Process Progress Reports. Review and comment on the Cx Authority’s verification reports.

33. ACG CxA WORKSHOP WEBINAR ACG Annual Meeting CxA Workshop 8:00 AM 15 April 2009 Intercontinental Chicago O’Hare What is the key difference between Guideline 1 and Guideline 0? Design Intent Document Vs. Owner’s Project Requirements

34. ACG CxA WORKSHOP WEBINAR ACG Annual Meeting CxA Workshop 8:00 AM 15 April 2009 Intercontinental Chicago O’Hare ASHRAE Guideline 1.1 1.Aligns Guideline 1.1 with Guideline 0 terminology 2.Greater emphasis on Owners Project Requirements (OPR) 3.Eliminate DID terminology 4.Suggests challenging design for achieving OPR 5.Promotes sampling over 100% verification and testing 6.Includes more technical process details (specific tasks) 7.Enhanced appendix of sample forms and procedures 8.Advocates extensive training for owner personnel 9.Promotes team building to accomplish commissioning

35. ACG CxA WORKSHOP WEBINAR ACG Annual Meeting CxA Workshop 8:00 AM 15 April 2009 Intercontinental Chicago O’Hare Owner’s Project Requirements   Program requirements   Community context   Codes and regulations   Site and climate   Facility context and function   Facility technology   Sustainability   Cost   Schedule   Client’s needs and capabilities

36. ACG CxA WORKSHOP WEBINAR ACG Annual Meeting CxA Workshop 8:00 AM 15 April 2009 Intercontinental Chicago O’Hare Commissioning Definitions Commissioning Authority (CxA):   A person (or firm) representing the facility owner   Leader of the Commissioning Team   Authority of Cx Process – not design or means and methods   CxA not in chain of command – preserves objectivity

37. ACG CxA WORKSHOP WEBINAR ACG Annual Meeting CxA Workshop 8:00 AM 15 April 2009 Intercontinental Chicago O’Hare Commissioning Definitions Commissioning Provider (CP):   Independent Third-Party Commissioning Firm   A/E Firm   General Contractor   Construction Manager   Owner's Personnel

38. ACG CxA WORKSHOP WEBINAR ACG Annual Meeting CxA Workshop 8:00 AM 15 April 2009 Intercontinental Chicago O’Hare Commissioning Definitions Retro-Commissioning (RetroCx):   Commissioning an existing building that has never been commissioned Re-Commissioning (ReCx):   Commissioning a building that has been previously commissioned Continuous Commissioning (CCx):   Owner continues to collect and compare baseline data on selected building systems to ensure that the building functions optimally throughout its operating life

39. ACG CxA WORKSHOP WEBINAR ACG Annual Meeting CxA Workshop 8:00 AM 15 April 2009 Intercontinental Chicago O’Hare Commissioning Definitions Total Building Commissioning (TBCx)   Emphasizes that Commissioning is NOT only for the Mechanical and HVAC system, or any single system Commissioning Team   Experts who, through coordinated actions, are responsible for carrying out the Commissioning Process Commissioning Plan   A strategy overseen by the Commissioning Authority and prepared by the Commissioning Team

40. ACG CxA WORKSHOP WEBINAR ACG Annual Meeting CxA Workshop 8:00 AM 15 April 2009 Intercontinental Chicago O’Hare Systems Typically Commissioned Mechanical Systems   Heating, Ventilation and Air Conditioning (HVAC)   Building Automation Systems (BAS)   Fire Protection Electrical Systems   Switchgear and Transformers   Grounding/Bonding, Circuitry   Generators and UPS Systems   Lighting and Lighting Controls Specialty Systems   Security Systems and Fire Alarm   Voice/Data Systems

41. ACG CxA WORKSHOP WEBINAR ACG Annual Meeting CxA Workshop 8:00 AM 15 April 2009 Intercontinental Chicago O’Hare Future Commissioned Systems The National Institute for Building Sciences (NIBS) is currently developing commissioning requirements for the following systems.   Exterior Envelope   Roofing Systems   Structural Systems   Interior Systems   Elevator Systems   Plumbing Systems   Lighting Systems   Electrical Systems   Fire Protection Systems   Telecommunication Systems

42. ACG CxA WORKSHOP WEBINAR ACG Annual Meeting CxA Workshop 8:00 AM 15 April 2009 Intercontinental Chicago O’Hare LEED EA Prerequisite 1   Experienced, independent, CxA to owner   Review OPR and DID   Incorporate Cx requirements into CD’s   Create/execute Cx Plan   Verify installation and performance of Systems to be Commissioned   Complete and submit a Cx Report

43. ACG CxA WORKSHOP WEBINAR ACG Annual Meeting CxA Workshop 8:00 AM 15 April 2009 Intercontinental Chicago O’Hare EA Credit 3 Enhanced Commissioning   Independent 3 rd Party CxA   Review OPR, BOD and Design by mid-CD’s   Independent submittal review   Systems Manual   O&M and Occupant Training Verification   10 th Month Review of Building Operation

44. ACG CxA WORKSHOP WEBINAR Commissioning Team

45. ACG CxA WORKSHOP WEBINAR ACG Annual Meeting CxA Workshop 8:00 AM 15 April 2009 Intercontinental Chicago O’Hare Team Effort Commissioning succeeds when…   Team members understand and carry out their responsibilities   Team members cooperate and coordinate with each other and third-party agencies Communication and accountability essential for effective teamwork – and they are the responsibility of the commissioning agent.

46. ACG CxA WORKSHOP WEBINAR ACG Annual Meeting CxA Workshop 8:00 AM 15 April 2009 Intercontinental Chicago O’Hare Commissioning Team Members  Owner / Operator  Architect  Design Consultants  Commissioning Agent  Construction Manager (or General Contractor)  Mechanical Contractor  Electrical Contractor  Temperature Controls Contractor  Test and Balance Contractor

47. ACG CxA WORKSHOP WEBINAR ACG Annual Meeting CxA Workshop 8:00 AM 15 April 2009 Intercontinental Chicago O’Hare Commissioning Team Members Potential Team Members:   Equipment Vendors   Specialty Trades   Specialty Consultants   Program Manager   Service Contract Providers   BAS Specialists   IT Support Groups

48. ACG CxA WORKSHOP WEBINAR Commissioning (Cx) Process

49. ACG CxA WORKSHOP WEBINAR ACG Annual Meeting CxA Workshop 8:00 AM 15 April 2009 Intercontinental Chicago O’Hare Elements of Commissioning  Design Intent Documents (DID or OPR)  Design Reviews  Submittal Reviews  Site Observations and Site Meetings  Resolution Tracking Forms (RTF’s)  System Verification Checklists (SVC’s)  Organized Systems Start-Ups  Functional Performance Tests (FPT's)  Operation and Maintenance (O&M) training  O&M Documentation  Commissioning Report  Warranty Review of Building Operation

50. ACG CxA WORKSHOP WEBINAR ACG Annual Meeting CxA Workshop 8:00 AM 15 April 2009 Intercontinental Chicago O’Hare Approaches to Commissioning   Comprehensive Commissioning   Construction Phase Commissioning

51. ACG CxA WORKSHOP WEBINAR ACG Annual Meeting CxA Workshop 8:00 AM 15 April 2009 Intercontinental Chicago O’Hare Phases of Commissioning  Pre-Design Phase  Design Phase  Construction Phase  Acceptance Phase  Post-Acceptance Phase

52. ACG CxA WORKSHOP WEBINAR ACG Annual Meeting CxA Workshop 8:00 AM 15 April 2009 Intercontinental Chicago O’Hare Pre-Design Phase  Establish commissioning  Select a Commissioning Agency (CxA)  Develop commissioning scope  CxA review of DID or OPR

53. ACG CxA WORKSHOP WEBINAR ACG Annual Meeting CxA Workshop 8:00 AM 15 April 2009 Intercontinental Chicago O’Hare Pre-Design Phase Establish commissioning:   Allocate funds in budget   Comprehensive or Construction   Independent 3 rd Party, Design Team, or Construction Team   HVAC, Electrical, Etc.

54. ACG CxA WORKSHOP WEBINAR ACG Annual Meeting CxA Workshop 8:00 AM 15 April 2009 Intercontinental Chicago O’Hare Pre-Design Phase Select a Commissioning Agency (CxA)   Request for Qualifications   Request for Proposal

55. ACG CxA WORKSHOP WEBINAR ACG Annual Meeting CxA Workshop 8:00 AM 15 April 2009 Intercontinental Chicago O’Hare Pre-Design Phase Develop commissioning scope:  Match scope to budget  Needs based  Past experience  End-user needs  Maintenance priorities

56. ACG CxA WORKSHOP WEBINAR ACG Annual Meeting CxA Workshop 8:00 AM 15 April 2009 Intercontinental Chicago O’Hare Pre-Design Phase CxA review of DID or OPR   Defined usage   Defined goals   Short term needs   Long term needs

57. ACG CxA WORKSHOP WEBINAR ACG Annual Meeting CxA Workshop 8:00 AM 15 April 2009 Intercontinental Chicago O’Hare Design Phase   Review design for commissioning, testing and O&M access and provisions   Prepare commissioning specification   Write the commissioning plan   Establish commissioning in the project schedule

58. ACG CxA WORKSHOP WEBINAR ACG Annual Meeting CxA Workshop 8:00 AM 15 April 2009 Intercontinental Chicago O’Hare Design Phase Review design for commissioning, testing and O&M access and provisions   Adequate testing access   Adequate access for valves, dampers, control   Quantity and location of service valves   Coil pull access   Ladders and catwalks   Conformity to Owner’s Design Standards

59. ACG CxA WORKSHOP WEBINAR ACG Annual Meeting CxA Workshop 8:00 AM 15 April 2009 Intercontinental Chicago O’Hare Design Phase Prepare commissioning specification / plan   Develop commissioning plan   Commissioning team   Systems to be commissioned   Define approximate extent of testing   Contractor roles and responsibilities

60. ACG CxA WORKSHOP WEBINAR ACG Annual Meeting CxA Workshop 8:00 AM 15 April 2009 Intercontinental Chicago O’Hare Design Phase Establish commissioning in the project schedule:  General and Supplemental Conditions  Define commissioning activities in schedule  Note blocks of time for FPT’s in schedule – especially for phased projects  Define frequency of Cx meetings

61. ACG CxA WORKSHOP WEBINAR ACG Annual Meeting CxA Workshop 8:00 AM 15 April 2009 Intercontinental Chicago O’Hare Construction Phase   Review submittals   Update commissioning plan   Coordination including site observation, Cx Meetings, Resolution Tracking Forms (RTF’s), and System Verification Checklists (SVC’s)   Equipment and systems start-ups   TAB HVAC systems   Verify Building Automation System (BAS) installation and start-up

62. ACG CxA WORKSHOP WEBINAR ACG Annual Meeting CxA Workshop 8:00 AM 15 April 2009 Intercontinental Chicago O’Hare Construction Phase Review submittals  Checklist based on specification and Owner’s Design Standards  Check options – especially access  Check size for spatial application  Check valve sizing and application  Check for integration of components

63. ACG CxA WORKSHOP WEBINAR ACG Annual Meeting CxA Workshop 8:00 AM 15 April 2009 Intercontinental Chicago O’Hare Construction Phase Update commissioning plan   Include revised schedule   SVC’s based on current information   Draft FPT’s for review   Discuss O&M Documentation   Provide construction observation procedures

64. ACG CxA WORKSHOP WEBINAR ACG Annual Meeting CxA Workshop 8:00 AM 15 April 2009 Intercontinental Chicago O’Hare Construction Phase Coordination  Site observation  Cx Meetings  Resolution Tracking Forms (RTF’s)  System Verification Checklists (SVC’s)  Functional Performance Tests (FPT’s)  O&M Training Provisions

65. ACG CxA WORKSHOP WEBINAR ACG Annual Meeting CxA Workshop 8:00 AM 15 April 2009 Intercontinental Chicago O’Hare Construction Phase Equipment and systems start-ups   Contractor start-up   Factory start-up   Documentation chain of submission   Temporary conditions   Maintenance responsibility

66. ACG CxA WORKSHOP WEBINAR ACG Annual Meeting CxA Workshop 8:00 AM 15 April 2009 Intercontinental Chicago O’Hare Construction Phase TAB HVAC systems   Systems properly started   Systems under full control   Appropriate hardware and software interface   Coordination with other trades, especially TCC   Access to space

67. ACG CxA WORKSHOP WEBINAR ACG Annual Meeting CxA Workshop 8:00 AM 15 April 2009 Intercontinental Chicago O’Hare Construction Phase Verify Building Automation System (BAS)   Installation complete per design   Installation complete per submittal / drawings   Start-up performed and documented   Project specific programming   Point-to-point checklists   Safeties tested and documented

68. ACG CxA WORKSHOP WEBINAR ACG Annual Meeting CxA Workshop 8:00 AM 15 April 2009 Intercontinental Chicago O’Hare Acceptance Phase   Review TAB Report   Functional Performance Tests (FPT’s)   O&M Training and Documentation   Commissioning Report

69. ACG CxA WORKSHOP WEBINAR ACG Annual Meeting CxA Workshop 8:00 AM 15 April 2009 Intercontinental Chicago O’Hare Acceptance Phase Review TAB Report   Pages are numbered with index   All equipment is accounted for in report   No “extra” equipment shown in report   Performance is per design (± XX %)   Problems sufficiently documented in footnotes

70. ACG CxA WORKSHOP WEBINAR ACG Annual Meeting CxA Workshop 8:00 AM 15 April 2009 Intercontinental Chicago O’Hare Acceptance Phase Functional Performance Tests (FPT’s)   Systems tested as noted in the Cx Plan   “Failure” modes for valves and dampers are not software driven   System is properly networked   Workstation graphics show appropriate response   Occupied / Unoccupied / Optimal Start

71. ACG CxA WORKSHOP WEBINAR ACG Annual Meeting CxA Workshop 8:00 AM 15 April 2009 Intercontinental Chicago O’Hare Acceptance Phase O&M Training and Documentation  Manuals contain useable maintenance documents  Proper indexing and tabs  Training agenda tailored for owner’s needs  Documentation provided prior to training  Additional documentation provided at training  Training for systems and components

72. ACG CxA WORKSHOP WEBINAR ACG Annual Meeting CxA Workshop 8:00 AM 15 April 2009 Intercontinental Chicago O’Hare Acceptance Phase Commissioning Report  Proper indexing and tabs  Documentation for all phases  Executive Summary  Provide supporting documentation (Sequence of Operation, Control Drawings, Etc.)

73. ACG CxA WORKSHOP WEBINAR ACG Annual Meeting CxA Workshop 8:00 AM 15 April 2009 Intercontinental Chicago O’Hare Post Acceptance Phase   Correct unresolved deficiencies and conduct required re-tests   Carry out specified off-season testing   Perform specified post-occupancy monitoring   Review usage changes   Update commissioning documentation

74. ACG CxA WORKSHOP WEBINAR ACG Annual Meeting CxA Workshop 8:00 AM 15 April 2009 Intercontinental Chicago O’Hare Post Acceptance Phase Correct unresolved deficiencies  Unresolved RTF issues  Uncompleted CM/Owner punch lists  Conduct required re-tests  Outstanding or additional training

75. ACG CxA WORKSHOP WEBINAR ACG Annual Meeting CxA Workshop 8:00 AM 15 April 2009 Intercontinental Chicago O’Hare Post Acceptance Phase Carry out specified off-season testing   FPT’s per the Commissioning Plan   Choose near-design day   Build on completed FPT’s   Utilize BAS trending

76. ACG CxA WORKSHOP WEBINAR ACG Annual Meeting CxA Workshop 8:00 AM 15 April 2009 Intercontinental Chicago O’Hare Post Acceptance Phase Post-occupancy monitoring   Scheduled site visits   Remote (web) monitoring   Warranty items   Owner conference   User conference

77. ACG CxA WORKSHOP WEBINAR ACG Annual Meeting CxA Workshop 8:00 AM 15 April 2009 Intercontinental Chicago O’Hare Post Acceptance Phase Review usage changes   Computers / office machines   Furniture placement   Occupancy change   Closet to office   Energy saving methodology

78. ACG CxA WORKSHOP WEBINAR ACG Annual Meeting CxA Workshop 8:00 AM 15 April 2009 Intercontinental Chicago O’Hare Post Acceptance Phase Update commissioning documentation  Resolved issues  Off-Season tests  Usage Changes  Provide additional volume for Cx Report

79. ACG CxA WORKSHOP WEBINAR Commissioning Team Roles and Responsibilities

80. ACG CxA WORKSHOP WEBINAR ACG Annual Meeting CxA Workshop 8:00 AM 15 April 2009 Intercontinental Chicago O’Hare Commissioning Team Roles Owner / Operator  Assign Cx Team Member and attend meetings  Retain a commissioning agent  Communicate project requirements to the design team  Coordinate facilities and staff participation  Conduct regular site observation

81. ACG CxA WORKSHOP WEBINAR ACG Annual Meeting CxA Workshop 8:00 AM 15 April 2009 Intercontinental Chicago O’Hare Commissioning Team Roles Architect   Assign Cx Team Member and attend meetings   Coordinate work of design consultants   Consider spatial requirements   Consider room naming convention   Conduct regular site observation   Coordinate design and changes with owner and end-users

82. ACG CxA WORKSHOP WEBINAR ACG Annual Meeting CxA Workshop 8:00 AM 15 April 2009 Intercontinental Chicago O’Hare Commissioning Team Roles Design Consultants   Assign Cx Team Members and attend meetings   Provide Basis of Design and Design Intent   Respond to RFI’s and CO’s   Conduct regular site observation   Coordinate design and changes with owner and end-users   Review O&M manuals, as-built drawings and other specified documentation   Provide HVAC training on the design intent

83. ACG CxA WORKSHOP WEBINAR ACG Annual Meeting CxA Workshop 8:00 AM 15 April 2009 Intercontinental Chicago O’Hare Commissioning Team Roles Commissioning Agent   Assign Cx Team Leader and attend meetings   Review Design   Provide Commissioning Plan and Specification   Conduct regular site observation visits   Provide System Verification Checklists   Monitor system start-ups   Conduct Functional Performance Tests   Review O&M documentation and training

84. ACG CxA WORKSHOP WEBINAR ACG Annual Meeting CxA Workshop 8:00 AM 15 April 2009 Intercontinental Chicago O’Hare Commissioning Team Roles Construction Manager   Assign Cx Team Member and attend meetings   Project Scheduling   Manage overall completion of work   Manage project documentation   Coordination of contractors   Maintaining specified building conditions

85. ACG CxA WORKSHOP WEBINAR ACG Annual Meeting CxA Workshop 8:00 AM 15 April 2009 Intercontinental Chicago O’Hare Commissioning Team Roles Mechanical Contractor   Assign Cx Team Member and attend meetings   Manage subcontractors and vendors   Document Progress (SVC’s)   Coordinate equipment start-up   Operate systems as required for Functional Performance Tests   Plan and deliver O&M staff training   Provide O&M manuals, as-built drawings and other specified documentation

86. ACG CxA WORKSHOP WEBINAR ACG Annual Meeting CxA Workshop 8:00 AM 15 April 2009 Intercontinental Chicago O’Hare Commissioning Team Roles Electrical Contractor  Assign Cx Team Member and attend meetings  Coordinate electrical installation with mechanical work  Attend meetings  Document Progress (SVC’s)  Operate systems as required for Functional Performance Tests  Plan and deliver O&M staff training  Provide O&M manuals, as-built drawings and other specified documentation

87. ACG CxA WORKSHOP WEBINAR ACG Annual Meeting CxA Workshop 8:00 AM 15 April 2009 Intercontinental Chicago O’Hare Commissioning Team Roles Temperature Controls Contractor   Assign Cx Team member and attend meetings   Design and complete controls installation as required by DID/OPR   Document Progress (SVC’s)   Coordinate with TAB agency   Operate systems as required for Functional Performance Tests   Plan and deliver O&M staff training   Provide O&M manuals, as-built drawings and other specified documentation

88. ACG CxA WORKSHOP WEBINAR ACG Annual Meeting CxA Workshop 8:00 AM 15 April 2009 Intercontinental Chicago O’Hare Commissioning Team Roles Test and Balance Contractor  Assign Cx team member and attend meetings  Review design for adequate testing provisions  Submit TAB data sheets for approval  Coordinate work with master schedule  Review site conditions prior to field work  Submit complete and accurate TAB Report  Participate in verification of TAB Report

89. ACG CxA WORKSHOP WEBINAR Commissioning Website Resources

90. ACG CxA WORKSHOP WEBINAR ACG Annual Meeting CxA Workshop 8:00 AM 15 April 2009 Intercontinental Chicago O’Hare Resources   www.commissioning.org for AABC Commissioning Group   www.ashrae.org for American Society of Heating, Refrigerating, and Air-Conditioning Engineers   www.bcxa.org for Building Commissioning Association   www.buildingamerica.gov for U. S. Dept. of Energy Building America Program   www.facomgrp.com for Facility Commissioning Group

91. ACG CxA WORKSHOP WEBINAR ACG Annual Meeting CxA Workshop 8:00 AM 15 April 2009 Intercontinental Chicago O’Hare Resources   www.ieee.org for Institute of Electrical & Electronic Engineers   www.ispe.org for International Society For Pharmaceutical Engineering   www.nebb.org for National Environmental Balancing Bureau   www.peci.org for Portland Energy Conservation, Inc.   www.smacna.org for Sheet Metal and Air Conditioning Contractors' National Balancing Bureau   www.usgbc.org for United States Green Building Council

92. ACG CxA WORKSHOP WEBINAR ACG Annual Meeting CxA Workshop 8:00 AM 15 April 2009 Intercontinental Chicago O’Hare Building Commissioning Building Commissioning Roles, Responsibilities, and Benefits 2009 ACG ANNUAL MEETING CxA WORKSHOP Wednesday, April 15, 2009 Jim Magee, CxA, LEED-APBrian Toevs, P.E., CxA, LEED-AP Facility Commissioning Group BETA Engineers