T24 Commissioning, Sustainability & Acceptance Testing RECENT CODE CHANGES & REQUIREMENTS

2017 Project Controls SUMMIT

Learning Objectives  WhyWeCommissionBuildings

 2016CATitle24CommissioningUpdates

 LEEDv4Updates

 CommissioningProcess

.

. .

James Becker, PE, CxA, EMP.

Principal

655 North Central Ave, Ste 1774 | Glendale | CA 91203

Cell: (530) 721-0171

jbecker@3qcinc.com www.3QCinc.com

Why Commission? AB32

MovingtoZero

CodeRequired

SavesResources

Wellness

Comfort

ReduceRisk

UserSaKsfacKon

$$IncenKves

We Commission to Zero GreenhouseGasReducKon

TimeDependentValue–SocietalBased

ZeroNetEnergy–SourceBased

EnergyUse/UKlizaKonIndex–MovetoZero

RenewableEnergyCredit

2020targetforallresidenKalnewconstrucKontoreach

2030targetforallcommercialnewconstrucKontoreach

We Commission to Conserve EnergyandWater

TimeofUse

EnergySources

Reliability

We Commission for Wellness Temperature

LightandViews

AcousKcs

TenantComfort

Temperature ThermalComfortControlsandControllabilityEnergyEfficiency

Light GlarevsDaylighKngControlsEnergySavings

Acoustics MechanicalVibraKon

Ducts

We Commission to Reduce Risk ReduceChangeOrders

ReduceWarrantyClaims

ImproveCollaboraKon

ReduceFirstCost

ImproveO&MTurnover

ImprovedThermalComfort

OpKmizeSystems

Optimized Systems IntegratedandComplex

SystemsManual/OperaKonsandMaintenancePlan

User Satisfaction Post-OccupancyEvaluaKon

WarrantyReviews

Codes, Standards & Rating Systems Title24CMAASustainabilityGuidelinesGreenRaKngSystems

Title 24 Clarification  Part1-CaliforniaBuildingStandardsAdminCode

 Part2-CaliforniaBuildingCode

 Part3-CaliforniaElectricalCode Part4-CaliforniaMechanicalCode

 Part5-CaliforniaPlumbingCode

 Part6-CaliforniaEnergyCode

 Part7-CaliforniaElevatorSafetyConstrucKonCode Part8-CaliforniaHistoricalBuildingCode

 Part9-CaliforniaFireCode

 Part10-CaliforniaCodeforBuildingConservaKon

 Part11–CaliforniaGreenBuildingStandard(CalGreen)

 AllEnergyRelatedSystems(includingplumbing)andCxAQualificaEons

  IrrigaEon&Controls

Title 24 Design Reviews Phase Deliverable

Pre-Design OwnersProjectRequirements(OPR)

SchemaKcDesign BasisofDesign(BOD)

DesignReviewKick-OffMeeKng

DesignDevelopment CommissioningSpecificaKons

ConstrucKonDocuments CommissioningPlan

95%DesignReview

AgencyForms

T24 Envelope Commissioning 2016Title24Requires:

 DesignReviewat95%CD’s Joints&OtherOpenings

 InsulaKon&RoofingProducts NRCC-CXR-02-EDesignReviewChecklist

BECx

T24 Acceptance Testing 2016Title24Requires:

 AcceptanceTesKngforM/ESystems

 QualificaKonRequirements

 Don’tConfusewithCommissioning

LEED v4 OCTOBER31,2016 RAISINGTHEBAR

LEED 2009 to v4 Cx Changes  EnhancedCxhasincreasedfrom2pointsto3points

 LEEDv4nowrequirestheCxAtobeengagedbeforethedesigndevelopmentphaseiscomplete.

 Theelectricalandplumbingscopeshavebeenexpanded.

 ElementsofenvelopecommissioningarenowincorporatedintheOPRandBOD.

 AnoperaKonsandmaintenanceplanisnowrequired.

Integrative Process ! Synergies&Strategiesforenergyandwater

! StartinSchemaKcDesign&conKnuethruDesignPhase

! Conductprelimenergy&waterresearch! SimpleboxenergymodelduringSDs

! Waterbudgetanalysis

! OPR/Goalseongworkshop

! EvaluateStrategies! Documenthowanalysisinformeddesign,OPR&BOD

Integrative Process EngageEarlyMoreTime/EffortDuringDesignPredicKveModelling

Energy Metering Prerequisite&Code:BuildingLevelEnergyMetering

! Buildinglevelmetersfortotalbldgenergyconsump(on:electric,naturalgas,chilledwater,steam,fueloil,propane,etc

! Compiledatamonthly,manualorautomated

! Committosharefor5years

OpEonal:AdvancedEnergyMetering

! Wholebuildingenergysources,plus

! Majorusers>10%oftotalload

! RecordtoremotelocaKon

! <1hrintervals,remotelyaccessible

! RecordconsumpKon&demand

Fundamental Commissioning ! DoesNOTComplywithT24Alone

! Listof12thingsCxAdoes! ASHRAEGuideline0&1.1

! EnvelopeincludedinOPR,BOD,&DesignReviews

! CxAonboardbyendofDDs

! Prepare&MaintainFaciliKesRequirements&OMPlan

! DesignReview! Elec&PlumbingScopeExpanded

Enhanced Commissioning OpEon1

! Path1:(3points)◦  EnhancedCx,similartoLEED2009

◦  AddedSeasonalTesKng◦  AddedReCxPlan

! Path2:(4points)◦  Path1+MonitoringBasedMeasurement&VerificaKonofEnergy&WaterSystems

OpEon2

! EnvelopeCx(2points)! Don’thavetodoOpKon1toearnOpKon2

Process Lesson: Engage CxA Early Commissioningisn’timportantun/ltheendoftheproject.

◦ Symptom:HiredaserBidPhase.ChaoKccommissioningprocesswithhighdegreesofstress.CxAplayingcatch-upwhilesKlltryingtodelivervaluetotheOwner.◦ Consequences:Qualitysuffers.PoorcommunicaKonsbetweenOwner,A/E,M&OstakeholdersandtheCommissioningAgent.◦ SoluKon:EngagetheCommissioningAgentpriortoSchemaKcDesign.PM/CMunderstandscommissioningbenefitsandrealizeshowtomanagetheCxAtocontributetoasaKsfiedOwnerandUserexperience.

Process Lesson: Missing or Inadequate OPR Failuretostartwiththeendinmind.

◦ Symptom:ValidaKonofprojectsuccessesaredifficultorimpossibletoperformduetolackofprojectperformancegoals.◦ Consequences:OperaKonsconKnuewithoutahighlevelofconfidencethatdesignintentwillbereachedandmaintained.◦ SoluKon:CxAfacilitatesanOPRWorkshoppriortoSchemaKcDesign.EstablishadisciplinedprojectgoalsdocumentaKonprocesstomaintainthefocusonhumancomfortgoalsandequipmentexpectaKons.

Process Lesson: Failure to Understand Roles Delinea/onofindividualrolesisacri/calprojectrequirement.

◦ Symptom:MulKpleindividualsareatempKngtofulfillthesamerole,orseveralindividualsaretaxedwithtoomanyresponsibiliKes.Misallocatedrisksandgaps.CriKcalcontrolsequenceslestoD/BorGC.◦ Consequences:ASSumpKons.Invalidsubmitals,delayedtesKngschedules,needtorepeattests,lackofteamcooperaKon.◦ SoluKon:Partnering.SpecificaKonsandCxPlanwillprovidecleardelineaKonofrolesofA/E,Contractors,CommissioningAgent,FacilityandITstaffintermsofwhoperformswhichseriesoftasksandtherequireddeliverablesforeach.

Process Lesson: Identifying Weak Links CommissioningreviewsandConstructabilityreviewsaredifferent.

◦ Symptom:CxA’sfirstreviewisdelayedunKl95%CDs.VariouscomponentoperaKonalparametersarenotidenKfiedandlesforthesubcontractortodetermine.◦ Consequences:CriKcalpathKmeisspentdetermininghowthesystemsoperatetogether.◦ SoluKon:ACxchecklistofanKcipatedfuncKonalityinputsandoutputsisderivedforeachcriKcalcomponentandtogetherasanintegratedsystemduringthedesignphase.UseanInterdisciplinaryMatrix.

Process Lesson: Invalid Operational Sequences Cri/calsystemsrequiremoredefini/on.

◦ Symptom:Theintentisunclearandismisinterpretedbyvariousmembersoftheteam.CxAcan’tdefinehowtotest.◦ Consequences:Commissioningtestsexperienceaseriesoffalsestartsandcommissioningstepsareincomplete.IncreasedlikelihoodofoccupantcomplaintsandcostlyadjustmentsoncethefacilityisoperaKng.◦ SoluKon:DrastheFuncKonalTestPlanswhilereviewingdesigndocuments.RehearsethesequencesduringthedesignphasewithEngineerofRecordtoensureallproceduresareunderstoodandtestable.

Process Lesson: Facilities Staff Involvement Failuretoengageearlyintheprocess.

◦ Symptom:“Idon’thavetheKme”.“Nobodylistenstousanyway”.OperatorsareabsentunKlturn-over.Systemsruninmanual/handmode.◦ Consequences:CommissioningandsystemsoperaKonalqualitysufferatcriKcaltransiKonpoint.Unnecessarywarrantycalls.◦ SoluKon:InvolveFaciliKesStaffearlyinthedesignprocess.EncourageparKcipaKonincommissioningmeeKngsandtesKng.RequireO&Mmanualspriortotraining.

Process Lesson: Compressed Schedule Failuretoconsidertheimpactofacompressedscheduleoncommissioningac/vi/es.

◦ Symptom:Commissioningteamisconsistentlylogginglonghours.FuncKonalTesKngisinterruptedorcompromisedenKrely.◦ Consequences:ShortcutsorlossoflogicalsequenceconKnuityjeopardizesqualityandcomfort.LackofcoordinaKonpuongsignificantpressureontheabilitytocompletecommissioningworkinaKmelyfashion.◦ SoluKon:Beforecommiongtoareducedschedule,understandthefollowingsequences:

InstallaKonVerificaKonStart-Up/Pre-FuncKonalTAB TABValidaKonFuncKonalTesKngBuildingFlush

Process Lesson: Failure to Understand Value Commissioningisonlyfor“green”projects&addsbureaucracy.

◦ Symptom:‘Itcoststoomuch”.Budgetcutsundertheguiseof“valueengineering”diminishtheroleoftheCommissioningAgent.◦ Consequences:CommissioningandsystemsoperaKonalqualitytakesback-seattoscheduleandbudget.Plan-checkkick-back.◦ SoluKon:Incorporatecommissioningbudgetsearlyintheprojectprocessandbepreparedtoosenrestatethebenefitsofcommissioning.MaintainIssuesLogandresoluKons.Trackavoidedcostsduetocommissioningandsharewithstakeholders.

CxA Qualifications ◦ KnowledgeofDesign&ConstrucKonProcess

◦ ASHRAEGuideline0QualityProcessExperKse

◦ MEPSystemsandControlsTroubleshooKngExperience

◦ ProfessionalLicense/CxACerKficaKonisPreferred

◦ ProacKveandSoluKons-Based

◦ AbilitytoCommunicatewithEnKreTeam

◦ BuildingCommissioningAssociaKonKeyAtributes

References & Tools  CHPSBestPracKcesManuals:www.chps.net

  LEEDRaKngSystems:www.usgbc.org

 ASHRAEGuideline0–2005TheCommissioningProcess:www.techstreet.com/ashrae/cgi-bin/detail?product_id=1619765

 ASHRAEGuideline1.1-2007:HVAC&RTechnicalRequirementsforTheCommissioningProcess:www.techstreet.com/ashrae/cgi-bin/detail?product_id=1573306

  TheBuildingCommissioningAssociaKon,EssenKalAtributesofBuildingCommissioning:www.bcxa.org/essenKal-atributes-of-building-commissioning/

  TheNaKonalClearinghouseforEducaKonalFaciliKesincludesabibliographyoncommissioning:www.edfaciliKes.org/rl/commissioning.cfm

 GuidetotheCaliforniaGreenBuildingStandardsCode–Non-ResidenKal(Commissioning):www.documents.dgs.ca.gov/bsc/CALGreen/Non-Res-Comm-Guide-10-10.pdf

 NaKonalInsKtutesofBuildingSciences,NIBSGuideline3-2012,BuildingEnclosureCommissioningProcessBECx:www.wbdg.org/ccb/NIBS/nibs_gl3.pdf

 CaliforniaCommissioningCollaboraKve:htp://www.cacx.org/

 CaliforniaEnergyCommission,BuildingEnergyEfficiencyStandards,Title24,Part6:htp://www.energy.ca.gov/2015publicaKons/CEC-400-2015-037/CEC-400-2015-037-CMF.pdf

References & Tools  CMAASustainabilityGuide(newlyupdated)

 USGreenBuildingCouncil(USGBC) WELLBuildingInsKtute

 LivingFutures GreenBusinessCerKficaKonInsKtute(GBCI)

Owner’sProject

Requirements

BasisOf

Design

CxPlan

DesignDevelopReview

CxSpecificaEons

3QCCOMMISSIONINGBESTPRACTICES

CDReview

SiteVisits&

InspecEons

IssuesLog

QualityChecklists

O&MReview&OwnerTraining

CxReportFuncEonalTesEng

SubmiZalReview

SystemsManual

SeasonalTesEng&Trending

WarrantyReview&LessonsLearned

ACCEPTANCECONSTRUCTION OCCUPANCYDESIGN

IntegraEveGoals

Workshop

PRE-DESIGN

Monitor&Measure

OccupantSurvey&CorrecEveAcEons

MEASUREVERIFY

Commissioning Process

Closing Remarks &

Information

2017 Project Controls SUMMIT

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2/16/17 High Performers in Action Workshop @ Kitchell1707 East Highland Ave, Suite 100, Phoenix, AZ Leaders: Kenn Sullivan & Jeff Sawyer ASU Simplar Institute

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