1. Birmingham, AL 9.29.11 SERBCA Fall Conference Presented by: Gary Sweatt, CxA, QCxP

2. Birmingham, AL 9.29.11 SERBCA Fall Conference BUILD A BUILDING THAT WORKS - GET PAID FOR IT - AND GO ON TO THE NEXT PROJECT.

3. Birmingham, AL 9.29.11 SERBCA Fall Conference MANAGE THE BUILDING PROCESS MANAGE THE PEOPLE INVOLVED WITH THE PROCESS IF IT DOESN’T WORK – DON’T DO IT THAT WAY!!!!

4. Birmingham, AL 9.29.11 SERBCA Fall Conference EXTREME – TO THE NTH POWER – DOCUMENTATION EXTRA EYES ON THE PROCESS AND THE INSTALLATION SPECIALIZED KNOWLEDGE – BEEN THERE, DONE THAT

5. Birmingham, AL 9.29.11 SERBCA Fall Conference WHAT CAN COMMISSIONING BRING TO THE PARTY? YOU HAVE TO UNDERSTAND THE PROCESS -

6. Birmingham, AL 9.29.11 SERBCA Fall Conference IT’S ALL ABOUT THE TEAM!

7. Birmingham, AL 9.29.11 SERBCA Fall Conference GUIDELINE 0 – THE COMMISSIONING PROCESS A RIGOROUS FORMAL PROCESS OF VERIFYING THAT A PROJECT MEETS THE OWNER’S REQUIREMENTS.

8. Birmingham, AL 9.29.11 SERBCA Fall Conference THE PROCESS HAS ALREADY BEEN DETERMINED DON’T WORRY ABOUT THE PROCESS LET THE COMMISSIONING AGENT WORRY ABOUT THAT

9. Birmingham, AL 9.29.11 SERBCA Fall Conference HVAC SYSTEMS ELECTRICAL ENVELOPE WINDOWS AIR BARRIER

10. Birmingham, AL 9.29.11 SERBCA Fall Conference ASHRAE Guideline 0-2005: The Commissioning Process ASHRAE Guideline 1.1-2007 HVAC&R Technical Requirements for The Commissioning Process ASHRAE Guideline 1.1-2007 HVAC&R Technical Requirements for The Commissioning Process NIBS Guideline 3-2006 Exterior Enclosure Technical Requirements for The Commissioning Process NIBS Guideline 3-2006 Exterior Enclosure Technical Requirements for The Commissioning Process Guidelines 2-200X & 4-200X through 14-200X Technical commissioning guidelines dealing with structure, electrical, lighting, interiors, plumbing, etc. Guidelines 2-200X & 4-200X through 14-200X Technical commissioning guidelines dealing with structure, electrical, lighting, interiors, plumbing, etc.

11. Birmingham, AL 9.29.11 SERBCA Fall Conference OWNER’S GOALS FOR NEW FACILITY GUIDANCE FOR THE DESIGN TEAM –DEVELOPED BY OWNER –USER REQUIREMENTS –LIVING DOCUMENT - EVOLVES

12. Birmingham, AL 9.29.11 SERBCA Fall Conference DEVELOPED BY DESIGN TEAM FULFILLS OPR INTENT VERIFIED/SOMETIMES ASSISTED BY CxA FOCUSED DESIGN REVIEWS

13. Birmingham, AL 9.29.11 SERBCA Fall Conference SO! WHERE DO WE GO FROM HERE!!

14. Birmingham, AL 9.29.11 SERBCA Fall Conference UNDERSTAND THE COMMISSIONING PROCESS

15. Birmingham, AL 9.29.11 SERBCA Fall Conference The Commissioning Process involves steps that are integrated into every phase of the project: Commissioning is NOT just testing at the end! PRE-DESIGNDESIGNCONSTRUCTIONOCCUPANCY & OPS

16. Birmingham, AL 9.29.11 SERBCA Fall Conference THE SIMPLIFIED PROCESS DESIGN : –WORK WITH DESIGNERS –COMMISSIONING DESIGN REVIEW –COMMENT ON DESIGN –FOLLOW UP ON DESIGN CHANGES

17. Birmingham, AL 9.29.11 SERBCA Fall Conference THE SIMPLIFIED PROCESS CONSTRUCTION - SYSTEMS –COMMISSIONING PLAN –SUBMITTAL REVIEW –PRE-STARTUP CHECKLISTS –FUNCTIONAL PERFORMANCE TESTS

18. Birmingham, AL 9.29.11 SERBCA Fall Conference THE SIMPLIFIED PROCESS CONSTRUCTION: ENVELOPE –COMMISSIONING PLAN –DESIGN REVIEW –SITE VISIT SCHEDULE (MILESTONES) –OBSERVATIONS AND TESTING

19. Birmingham, AL 9.29.11 SERBCA Fall Conference THE SIMPLIFIED PROCESS TURNOVER –TRAINING –SYSTEMS MANUAL –WARRANTIES –ACCEPTANCE –O&M MANUALS

20. Birmingham, AL 9.29.11 SERBCA Fall Conference THE SIMPLIFIED PROCESS OCCUPANCY (OPERATIONS) –WARRANTY –DEFERRED TESTING –OFF SEASON TESTING –TEN MONTH VISIT

21. Birmingham, AL 9.29.11 SERBCA Fall Conference IF THIS IS THE PROCESS – WHAT CAN A PROJECT MANAGER DO TO TAKE ADVANTAGE OF IT?

22. Birmingham, AL 9.29.11 SERBCA Fall Conference TEAM MEETINGS ARRANGE AN “ALL TEAM MEMBER MEETING” EARLY A “MEET AND GREET” MEETING –COULD BE A LUNCH MEETING –NOT A WORKING MEETING

23. Birmingham, AL 9.29.11 SERBCA Fall Conference COPY THE COMMISSIONING TEAM WITH ANYTHING CONCERNING THE COMMISSIONED SYSTEMS PROVIDE AN UP-TO-DATE CONTACT LIST IF POSSIBLE – PROVIDE A TELECON DIAL IN NUMBER FOR Cx TEAM USE

24. Birmingham, AL 9.29.11 SERBCA Fall Conference REGULAR SCHEDULED TELECONS IN THE TURNOVER PHASE COPY EVERYONE WITH COMMISSIONING REPORTS MAKE COMMUNICATION EASY

25. Birmingham, AL 9.29.11 SERBCA Fall Conference PROJECT RESOLUTION RESOLVE ISSUES AT THE LOWEST LEVEL RESOLVE THEM DURING INSPECTIONS IF POSSIBLE HANDLE Cx ISSUES IMMEDIATELY

26. Birmingham, AL 9.29.11 SERBCA Fall Conference MOCKUPS USE MOCKUPS WHERE POSSIBLE TRAIN DESIGNATED INSTALLERS ON MOCKUPS – THE “A” “B” AND “C” TEAMS DO TEST INSTALLATIONS ON HIGH QUANTITY EQUIPMENT

27. Birmingham, AL 9.29.11 SERBCA Fall Conference TEAM MEETINGS KEEP CXA IN THE LOOP RESPOND TO ISSUE REPORTS PROMPTLY SOLVE ISSUES AT THE LOWEST LEVEL USE MOCK-UPS

28. Birmingham, AL 9.29.11 SERBCA Fall Conference ONE PAGE COMMISSIONING PLAN SUMMARY ONE PAGE MILESTONE LOG PRE-STARTUPS – FACTORY IS GOOD! INSPECTIONS – AS SOON AS COMMISSIONED WORK STARTS

29. Birmingham, AL 9.29.11 SERBCA Fall Conference THE DELIVERY PROCESS ROLES AND RESPONSIBILITIES CHECKLIST ADMINISTRATION PRE-STARTUP CHECKLIST PAPERWORK ISSUES LOG PROCESS AND REVIEW

30. Birmingham, AL 9.29.11 SERBCA Fall Conference FACILITATE MEETINGS SET TONE FOR CX COMMUNICATE WITH TEAM DO MOCK UPS USE THE CxA AS YOUR CONSULTANT

31. Birmingham, AL 9.29.11 SERBCA Fall Conference GET CX, TAB, AND CONTROLS ON SAME PAGE – EARLY !!!! REVIEW CONTROLS EARLY! PLAN FOR COMMISSIONING

32. Birmingham, AL 9.29.11 SERBCA Fall Conference LEED – CLEAR DEFINITION OF CxA ROLE DON’T DELAY IN HIRING CX IF ENHANCED – DESIGN REVIEWS COMMISSIONING BY QUALIFIED CxA CONCURRENT SUBMITTAL REVIEW – PLAN FOR IT

33. Birmingham, AL 9.29.11 SERBCA Fall Conference

34. Birmingham, AL 9.29.11 SERBCA Fall Conference Building Diagnostics & Property Science 5217 5 th Avenue South Birmingham, AL 35212 Phone: 205-439-7780 gsweatt@bldgdiagnostics.com