1. 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

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

3. Commissioning Process Equipment and Systems Tasks

4. Equipment and Systems – ACG and GSA ACG HVAC Systems GSA Building envelope Plumbing systems HVAC systems ATC systems Electrical systems Life safety systems Security systems Other specialty systems All have multiple sub-components. Over 110 systems in the GSA matrix. Systems to be Cx’d dependent on building type.

5. Equipment and Systems – ASHRAE and LEED ASHRAE 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.)

6. Differences – Equipment ASHRAE & GSA extensive multi-disciplines List of systems to be commissioned defined by the standard for GSA and LEED Renewable energy (LEED)

7. Tasks Executed in Phases Pre-Design Design Construction Acceptance Post-Occupancy

8. Pre-Design Phase ACGGSAASHRAELEED Decide 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

9. 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

10. Design Phase ACGGSAASHRAELEED Review 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)

11. Design Phase Reviews ACGGSAASHRAELEED One 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

12. Differences – Design Phase Number of reviews Review criteria Degree of detail Sampling (ASHRAE)

13. 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

14. 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

15. 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

16. Construction Phase ACGGSAASHRAELEED Review 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 documents Occurs at start-up Silent on author of PFCs Compile systems manual

17. Differences – Construction Phase Installation verification Who authors checklists When executed Reviews not consistently required O&Ms (ACG, LEED) Sampling (ASHRAE) Systems Manual (ASHRAE, LEED)

18. Acceptance Phase ACGGSAASHRAELEED Execute FPTs Document 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 Document 10 criteria Random sampling Verify training Final report Update systems manual Execute FPTs Document performance Deliver systems manual Verify training process Complete/issue final report

19. Differences – Acceptance Phase Training – Videotaping (ACG) Verify T&B Report Sampling (ASHRAE) Systems Manual (ASHRAE, LEED)

20. Post-Occupancy Phase ACGGSAASHRAELEED 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

21. Differences – Post-Occupancy Opposed season (LEED) End of warranty review ASHRAE scope (difficult to quantify)

22. Questions and Answers Thank You!