Commissioning Of The Built Environment - Technical .

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Projeto Demonstrativo para o Gerenciamento Integradono Setor de ChillersCommissioning of the BuiltEnvironment - Technical Principles,Process, Procedures, and the Future"Ross Montgomery – Quality Systems and Technology Inc. Commissioning USA31/03/2016 - FortalezaExecuçãoImplementaçãoRealização

? Where are we ? Brazil

Commissioning of the Built Environment Technical Principles, Process, Procedures,and the Future"(1-PDH by (DBPR)Professional Engineers , 1-CE by GBCI, 1-LU/HSW by AIA)Ross D. Montgomery, P.E., CxA (2016)Distinguished LecturerFellow ASHRAEASHRAE member: Certified:Commissioning Process Management Professional (CPMP)Building Energy Modeling Professional (BEMP)Building Energy Assessor Professional (BEAP)High Performance Building Design Professional (HBDP)ACG-AABC Commissioning Group Certified Commissioning Authority

ASHRAE WILL GIVEYOU THE WORLDThis ASHRAE Distinguished Lecturer is brought to you by theSociety Chapter Technology Transfer Committee

Agenda for TodayCertificationCostsStandards andDocumentsClean Rooms andOR’sHVACHistoryWhat isCommissioning?How does 2/Guideline 0(and 0.2)ProcessSampleBuildingsConsensusHeat PumpsEnclosures5I

Learning Objectives Explain the technical and sustainablecharacteristics of commissioning activities Define commissioning activities that maintainand support sustainable design, operation,safety, and welfare of the occupants. Identify commissioning activities in Standard202-2013 and Guideline 0, 0.2 and explaintheir use and applicability to sustainabledesign and practices

Questions to Answer(Simple and Direct)12WHY Dowe do it?4WHAT itis?HOW MUCHtime does ittake?3HOW doyou doit?2014Questions to Answer7I

Some Publications We Use inCommissioning Activities ASHRAE Standard 202-2013, Commissioning Processfor Buildings and Systems ASHRAE Refrigeration Commissioning Guide ASHRAE Guideline 0 AND 0.2 ASHRAE Guideline 1.5, Smoke Control CommissioningProcess Handbook of Smoke Control Engineering NFPA 3&4 ASHRAE Strategic Guide to Commissioning .to name a few .

A Green Resource forAll Building Professionals ASHRAE GreenGuide– Geared towards HVAC&Rsystem designers, architects,building owners, buildingmanagers/operators, orcontractors– Four editions, 10 years, 158GreenTips IEQ chapter completelyrevised; content referencesIAQ Guide Available as an e-bookwww.ashrae.org/greenguide

ASHRAE Resources for Designers ASHRAE Green Guide Advanced Energy Design Guideswww.ashrae.org/freeaedg Indoor Air Quality Guidewww.ashrae.org/FreeIAQGuidance Procedures for Commercial BuildingEnergy Auditswww.ashrae.org/pcbea Refrigeration Commissioning Guide forCommercial and Industrial Systemswww.ashrae.org/freeRefCxGuidance

Standard 189.1-2014 New for 2014:– IEQ requirements Lighting quality IAQ Daylighting– Updated refrigerationtables– Requirements forrecyclingwww.ashrae.org/greenstandard

Guideline 0-2013 The CommissioningProcess– Companion Guidelinefor the ASHRAEStandard 202-2013– Updated from 2005– Coordinated with theSSPC 202 committee– Guidelines can gobeyond “minimum”www.ashrae.org

Guideline 0.2-2015 The CommissioningProcess for ExistingSystems andAssemblies– Companion Guidelinefor the ASHRAEGuideline 0 (newbuildings)– Updated fromGuideline 1 1989 and1996www.ashrae.org

Residential Standard 189.2-2015 Working with NAHB &ICC named ICC/ASHRAE700-2015

RefrigerationCommissioning Guide (60%)Sixty percent ofenergy use insupermarkets isattributed to refrigeration Studies have showncommissioning couldresult in 7 to 25 percentenergy savings. Guide outlines acommissioning processthat would result insubstantial savings.Available for free at www.ashrae.org/freeRefCxGuidance

Commissioning Process forBuildings and SystemsASHRAE Standard 202-2013

SmokeControl Commissioning

Building Performance Alliance2014High Level and StrategicProduced by: 28 ASHRAE members and 14 major commissioningrelated /meet-the-board/building-performance-alliance

Table of Contents (Strategic Guide toCommissioning June 2014) Strategic Overview PerformanceRequirements The “Roadmap” Commissioning TheAuthorityCommissioningCharacteristicsProcess Value and Benefits CommissioningExpectations

History of ASHRAE Commissioning DocumentsASHRAEGuideline 982ASHRAE/NIBSGuideline 0publishedFirst revisionExisting BuildingGuideline 1Guidelinecommittee formed2013ASHRAEPresidentWatson initiatedAd Hoccommittee onCommissioningASHRAE formsCx committee202 GL-0continueBPA publishesASHRAE Standard202P committeeformedASHRAE StandardASHRAE202 is publishedGuideline 1revised

Std 202-Where are we going 2016? ASHRAE Standard 202 and ASHRAEGuidelines 0/1 are consolidating. Committees are consolidating. Much more content ‘in planning’ forSt. Louis June 2016 Comprehensive Users Manualcoming

Is it “Commissioning”or? “Ommissioning” ?

Why are we?doingCommissioning?25

Costs and Benefits

Costs are incurred by the members of theCommissioning team, such as the CxA, owner’srepresentative(s), designer, contractor(s) subcontractors, TAB,major equipment providers, etc.: Items that cost–––––––– are:Report writingMeetings at jobsitesTest instruments, devices, apparatus, protocols, lab tests,Operational, maintenance, and troubleshooting documentationrequirementsConstruction checklists and Functional Performance TestprotocolsFacilitation and supervision of System manual assemblySupervision of Comprehensive training program for operationand maintenance personnel and usersReview of Cx Plan at various phases in the process anddelivering the OPR-Owners Project Requirements (CFR-CurrentFacility Requirements for existing building) and BOD-Basis ofDesign in a format specific for the owner.

Estimated COSTS (2/2) The cost of Cx depends a great deal on the scope of services(systems commissioned) and the area of the country (or world). Does it start at Pre-Design, Design, or Construction? For example: A 100K SF office building could be .02/sq.ft to .25/sq.ft. ( 2K-25K) 100K SF Schools and Institutional buildings range from .25 to .75 / SF. ( 25K-75K) 100K SF Hospitals and labs could be up to .5-1.50/sq.ft.( 50K-150K) ***[Green Building Labeling costs are not included in these costs)]

Why do we use Commissioning? (Summary) Streamlines and improves: The process and work flow Meeting Milestones and Completion Schedules Testing and Verification of Systemsand Assemblies to meet project specifications Training and M&O related activities Warranty “experience” Reduces : Material and labor waste Change orders, delays, punch lists, and claims Risk factors to all parties to reduce their costs Warranty call-backs – disruptions of serviceDelivers a performing building

Benefits of Commissioning Owner:– Improved operator knowledge of how to optimize the facilityoperation and maintenance due to the early inclusion ofoperators in the Cx process– Reduced training requirements due to the continuouslyupdated documentation of how system should operate and bemaintained; personnel will only need to be trained withregard to changes– Facility performance is in accordance with the owner’s projectrequirements– Systems manual provides an easy reference document forsystems and assemblies operation and maintenance– Reduced downtime due to better diagnosis of failures– Improved ability to provide accurate information tocoordinate on facility operation and maintenance– Lower operating costs due to improve operational techniques– Benefits to building occupant including greater productivity,reduced complaints and reduced incidence of absenteeism

Benefits of Commissioning Designer:– Facility will achieve the OPR (Owners ProjectRequirements) or the CFR (Current FacilityRequirements, if existing building)– Reduced risk exposure– Improved knowledge base for use in futuredesigns and installation– Leads to a more cost-effective design– Reduced number of interference drawings duringconstruction due to improved communicationand coordination throughout the project

Benefits of Commissioning Contractor:– Improved planning and coordination through theimplementation of the Cx plan– Improved coordination between different trades– Reduced likelihood of site interference drawingsrequired of contractor throughout the project.– Reduced number of deficiencies at time ofsubstantial completion.– Reduced number of callbacks during warrantyperiod– Reduced number of warranty service calls foroperational guidance, due to participation intraining programs for operation and maintenancepersonnel

Field Workers working with incorrectdrawings causing incorrect installationsTrue submittalsField Drawings

Building Commissioning BoomUnder Way, Says Study BOULDER, Colo., 2013:The demand for building commissioning services is acceleratingworldwide, according to a new report by Navigant Research.North America will lead the world in the expandingmarket, accounting for 13.8 billion, or nearly half, ofthe 28.8 billion in total worldwide revenue for buildingcommissioning services during the period from 2012 to2020.Over time, the delivery of commissioning services will be transformedthrough the advent of building energy management systems withcontinuous commissioning capabilities, according to the report.

Survey says ! Building EnclosureCommissioning Process 2007 study: out of 17,000 construction defect– claims, 69% result of moisture related defectsin building enclosure systems (July 2008ASHRAE Journal). 9 BILLION ANNUALLY in North America– repairing & litigating damages from moistureintrusion (ASTM)(www.buildingcommissioning.com February 2012)

ASHRAE Journal (June 2013/August2014) Titles: (1)Technical vs. Process Commissioning (2)Measurement and Verification Author: Dave McFarlane, Scott Gordon-Atkins; Ft. Myers, Fla. ; According to the National Institute of Building Sciences says,“owners can achieve savings in operations of 4 over thefirst five years of occupancy as a direct result of every 1invested in commissioning” “Process Commissioning” – the CxA provides the outline of the process that isimplemented by the design engineers and contractors.“Technical Commissioning”- the CxA uses “hands-on” and “on-site”observations, testing, and verification of building performance“Measurement and Verification” in Commissioning is important– Good articles—Specify what you want and expect—Get what you specify

ASHRAE Journal (2009) “Commissioning-Under Floor Air DistributionStudy; MacDill Air Force Base; CentralCommand HQ” Author: Ross Montgomery, P.E.; CxA; Tampa , Fla. Comprehensive article about commissioning a very large high securitygovernment complex Mechanical HVAC Electrical and Emergency Power systems Controls and Automation Redundancy Excellent results-”if I do say so myself”

Commissioning – NEWSFLASHES It is mandatory to commission all LEED projects to a specified level Some states have mandated that state owned or leased buildings becommissioned US FEDERAL GSA has mandated that GSA buildings be commissioned ARMY,NAVY, AIR FORCE and MARINE buildings requirecommissioning More and more hospitals are now requiring commissioning Commissioning is a standard in Canada Required in many European countries, included in Rating systems BRASIL is substantially increasing its commissioning activitiesespecially LEED related Some states have laws that specify “commissioning” does require aprofessional engineer to be in “responsible charge” of the project.

Provides professional designations thatdemonstrate certification earners “body ofknowledge "to the industry Current program– CPMP-Commissioning ProcessManagement Professional(note: CPMP is a “process management” certification)Sample Exam is created-CPMPwww.ashrae.org/certification40

Commissioning BuildsRelationshipsOWNERCOMMISSIONING

What is Commissioning? Commissioning is a serious business andnecessary task Lots of definitions out there The commissioning process is a meansfor achieving, verifying, anddocumenting that the performance offacilities, systems and assemblies meetthe owners and designers definedobjectives and criteria/projectrequirements.

What Commissioning is NOTTesting Adjusting and BalancingInitial Calibration and check-out processPunch listingPre-start-up of systems and troubleshootingContract Administration, Design, orInterpretations Routine Inspections Design or Construction assistance

!!! Commissioning is“All about the Proof” !!!! Talk is cheap Its one thing to make statements that the“systems are installed and operating” . A whole another thing to be willing (and berequired to) to PROVE IT !!Commissioning “measures, documents, andverifies” that the systems and assemblies areinstalled and working.

Common Question ? Should I expect my “Designconsultants or the Contractor” tocommission their own project?Answer: { Big fat NO!!} Commissioning provides 3rd party independentsupervision, monitoring, testing, and verifications.––Building Commissioning is “a quality-focused process for enhancing the delivery of a new andexisting building project.”People are human and can make honest mistakes, forget things, and sometimes things may just gowrong or just not as planned; those are just some of the situations that commissioning can helpwith.

There is Always ----- thePredictability of Failure

Good News!Failure is Inevitable but Manageable Commission! Test, Document, Train Map-outForeseeableFailures Fix them ! Develop SOP’s,MOP’s, EOP’s (Standard/Maintenance/Emergency)

CommissioningTeam MembersCommissioning AgentPlumbing ContractorOwnerDesign l ContractorElectrical ContractorTAB, Temperature andSmoke Controls subcontractorsFire Alarm, Lighting,Security subcontractorsEquipment Suppliers

PastExperienceWhat Is Important WhenChoosing a CommissioningAgent ?Knowledgableof SubjectCredentialedAttributesJudgementand PeopleSkillsCredible andnonconfrontationalProblem Solverwith NegotiatingSkills

Commissioning TypesHVAC/R.EnergySystems.SmokeControl andFire SafetyIEQ-IndoorEnvironmental QualityExteriorEnclosures,Roof andOpeningsBuildingPressurizationand AirTightnessElectrical ,Security,Telecommuni-cations, IT,and LightingCommissioningTypesSiteDevelopmentand LandUseInteriorSystems,ArchitecturalWalls, Ceilings,FloorsFireSuppressionand FireAlarmPlumbing andWater rs,Escalators.

COMMISSIONING AND GREENBUILDINGS

U.S. Green BuildingCouncil’s Leadership inEnergy and EnvironmentalDesign (LEED)

LEED Energy and Atmosphere Fundamental building system commissioning (Prerequisite 1)Minimum energy performance (Prerequisite 2)CFC reduction (Prerequisite 3)Optimize energy performance – ASHRAE 90.1– Note: ASHRAE is climate-specific with multiple Florida zones Renewable energyAdditional commissioningOzone depletionMeasurement and verificationGreen Power

189-Construction andOperation Requirements Acceptance Testing/Commissioning IAQ Construction Management Plan Plans for Operation and Maintenance––––High-performance building operationMaintenanceService lifeTransportation management

Standard 202

Guideline 0.2 and 0

OPR (Definition) Owners Project Requirements Defines what the owner wants It is the Owners Baseline Document for BuildingPerformance and the Commissioning Process Forms the foundation for the design, construction, andoccupancy/operation of the facility Is the basis for the Cx plan and schedule. Is the primary tool for benchmarking the success andquality of the process

ASHRAE Guideline-0The Commissioning Process Guideline 0 is an ASHRAE guideline. Development of Guidelines follow proceduressimilar to those for ASHRAE standards exceptthat :––––a. committee balance is desired but not requiredb. an effort is made to achieve consensus but is not requiredc. guidelines are not appealabled. guidelines are not submitted to ANSI Guidelines are not minimum level documents ;they have freedom to offer “better and bestpractices”

ASHRAE Guideline-0-2013Index Chapter-1 PurposeChapter-2 ScopeChapter-3 UtilizationChapter- DefinitionsChapter-5 Predesign PhaseChapter-6 Design PhaseChapter-7 Construction PhaseChapter-8 Occupancy/Occupation PhaseInformative Annex A-Q

ASHRAE Guideline-0-2013Informative Annexes (1/2) A-Guide to Developing Supplementary Technical Guidelines for the Commissioning ProcessB-Commissioning Process flow chartC- Cost and Benefits of the Commissioning ProcessD-Commissioning Process Documentation MatrixE- Commissioning Process Request for QualificationsF- Roles and ResponsibilitiesG- Commissioning PlanH- Acceptance Plan

ASHRAE Guideline-0-2013Informative Annexes (2/2) I-Owners Project Requirements Workshop GuidanceJ-Owners Project RequirementsK-Basic of Design (BOD)L-SpecificationsM-Construction checklistsN-Quality based sampling examplesO-Systems ManualP-Training Manual and Training needsQ-Addenda Description Information

Common Annexes (to Standard 202-2012to Guideline 0)(202)(GL-0)A– Commissioning Process Documentation MatrixDocumentation MatrixD-Commissioning ProcessB – Quality Based Sampling ProcessexamplesN-Quality based samplingD – Owner’s Project RequirementsRequirementsE – Commissioning PlanF – Basis of DesignG – Commissioning SpecificationsL – Systems ManualM – Training Plans and RecordsTraining needsJ-Owners ProjectG- Commissioning PlanK-Basis of Design (BOD)L-SpecificationsO-Systems ManualP-Training Manual and

What is ASHRAE Guideline-0-2013 The latest version of Guideline 0 continues todemonstrate the best practices for applying the wholebuilding principles of the commissioning qualityprocess in facility elements. Guideline 0 outlines the process for achieving, validating, anddocumenting the performance of the facility elements inmeeting the defined objectives and criteria of the owner. Thisquality process extends through all phases of the new or majorrenovation projects from predesign to owner occupancy andoperation with tasks during each phase to ensure verification ofdesign, construction, and operator training; meeting the ownersproject requirements (OPR). Guideline 0 describes the overall commissioningprocess in providing a uniform, integrated, andconsistent approach for commissioning facilities.

Purpose: ASHRAE Guideline-0-2013 The Purpose of the guideline is to describethe Commissioning Process capable ofverifying that a facility and its systems meetthe Owners Project Requirements (OPR). [Guideline-0 is for use with new buildingsnote: Guideline 0.2 is for existing buildings]

Scope: ASHRAE Guideline-0-2013 Scope: The procedures, methods, and documentationrequirement in this guideline describe each phase of theproject delivery and the associated commissioning process fromthe predesign through occupancy and operation, without regardto specific elements, assemblies, or systems, and provide thefollowing:– Overview of commissioning process activities– description of each phase processes– requirements for acceptance of each phase documentation of each phase training of O&M personnel These Commissioning Process guideline procedures include theTotal Building Commissioning Process (TBCxP) as defined by theNational Institute of Building Sciences (NIBS) in its CommissioningProcess Guideline 0.

Phases of New Building/Major Renovation CommissioningPre-DesignWork with the Ownerand TeamDesignPrepare the plans andspecifications4-Major PhasesNew BuildingConstructionBuild the buildingOccupancy/OperationsFinish, Move in,Operate

Highlights of the ASHRAEGuideline -0-2013 Predesign Phase : (page ½) Predesign is the preparatory phas

ASHRAE Standard 202-2013, Commissioning Process for Buildings and Systems ASHRAE Refrigeration Commissioning Guide ASHRAE Guideline 0 AND 0.2 ASHRAE Guideline 1.5, Smoke Control Commissioning Proce

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