Design-Phase Commissioning

Glenn Hansen, P.E., Senior Engineer PECI November 13, 2013

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Overview • Background • Applicability • Required qualifications • Process • Checklists

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Background • CCC initiated and helped fund project • SCE funded and supported CASE development • CASE development team: Glenn Hansen, Cindy

Strecker, Matt Tyler, Beth Littlehales, all with PECI • Subcontractor: Karl Stum, Summit Building

Engineering

Intent: “To improve compliance with existing Title 24 Part 6 energy code requirements that leads to designs that are constructible and functional that deliver anticipated energy savings.”

Background - What is Building Commissioning

Commissioning: a quality assurance process that spans the entire design and construction process ….. Includes verifying and documenting that building systems are:

Planned and designed properly

Installed and tested properly

Operated and maintained properly Reference: CALGreen Description - 2010 California Green Buildings Standards Code, Title 24, Part 11.

Design Review

Background - Filling in the Design-Phase Commissioning Gap

ASHRAE Guideline 0

CALGreen 2010 IECC / IGCC LEED 2009

Enhanced Cx

Owner's Project Requirements √ √ √ Cx Plan √ √ √ √ Basis of Design √ √ √ Cx in Construction Documents √ √ √ Construction Checklists √ Design Review √ √ Functional Performance Testing √ √ √ √ Documentation and Training √ √ √ Final Cx Report √ √ √ √ Post Occupancy Cx √ √ √

Was omitted from CALGreen

LEED 2009 Enhanced Cx

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Background - Traditional Design Review

QC / QA Checks • Design conforms to project requirements • Documents are clear and complete • Documents are free from significant error

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Background - Benefits of Traditional Design Review

Reduced Cost & Time • Fewer construction problems and corrective action needed

― Lower number of significant change orders ― Less administrative time issuing RFIs and COs

• Minimize delays associated with resolving deficiencies Quality Building

• Has fewer operational problems • Operates as intended • Is easier to maintain • Has lower operating cost

Background - Energy Code Design Review

What’s Checked • Mandatory, Prescriptive or Performance path energy

measures are reflected in design documents • Cxing and Acceptance Testing requirements are reflected

in design documents

Benefits - Energy Savings

• Increase compliance with Title 24 energy requirements • Lower energy using buildings

Background - Drivers for Energy Code Design Review

• U.S.DOE Energy Code Compliance benchmark tied to ARRA funding (90% compliance by 2017)

• Cost effective opportunity • Adoption of carbon policies and drive to net zero

buildings

Background - Stakeholder Input MEP Designers • General support for the design review • Currently doing some form of internal plans check • Concern with added complexity to an already complex compliance

process

Commissioning Providers • Design review is part of successful commissioning • Concern with qualifications of the Design Reviewer

Background - Stakeholder Input

Owners • Mixed experience with commissioning • Value is varied based on who is the commissioning

authority (CA) (process, tech. skill, communication) • Concern of added coordination time and cost

Code Officials • No additional review or compliance checks • Single point of sign off by Design Reviewer

Background - Guiding Principals

• Effective – not overly burdensome • Practical – targets items with most impact • Effort and cost scalable to project size • Integrated with AT and CALGreen Cx • Enforceable • Incrementally improved in future code cycles • Drive market adoption and result in more

effective delivery over time.

Background - CASE Savings Estimate OL Office

Large OS Office-Small RE Restau-

rant RL Retail SC School

CZ Elec Gas Elec Gas Elec Gas Elec Gas Elec Gas

3 4.6% 9.4% 4.8% 4.1% 1.6% 1.0% 2.2% 10.5% 2.5% 6.4%

6 4.4% 9.6% 4.6% 3.3% 1.9% 0.6% 2.5% 9.6% 2.8% 5.4%

10 4.4% 9.5% 5.1% 3.8% 1.8% 0.7% 2.6% 10.1% 3.4% 5.6%

12 4.3% 9.2% 5.2% 3.5% 1.6% 1.1% 2.4% 8.9% 3.3% 6.2%

16 3.8% 8.7% 5.4% 2.7% 1.5% 1.5% 2.3% 6.9% 2.8% 5.4%

Ave. 4.3% 9.3% 5.0% 3.5% 1.7% 1.0% 2.4% 9.2% 3.0% 5.8%

Percent savings of total building energy use

CASE Report Link: http://www.energy.ca.gov/title24/2013standards/prerulemaking/documents/2011-04-18_workshop/review/2013_CASE_Design_Phase_Cx_3.31.2011.pdf

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Applicability - Design Review for All Buildings

• Design Review in all nonresidential buildings • Mandatory for projects permitted after 1/1/14 • Applies equally for prescriptive or performance

compliance paths

Section 120.8(d) of the 2013 Building Energy Efficiency Standards Section 12.4 of the 2013 Nonresidential Compliance Manual

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Applicability - Commissioning Added to Title 24 part 6

Requirements: • Owner’s Project Requirements (OPR) • Basis of Design (BOD) • Design-Phase Review • Commissioning measures shown in construction documents • Commissioning Plan • Functional Performance Testing • Documentation and Training • Commissioning Report

Design-Phase Review required for all buildings, while commissioning is required for buildings >10,000sq.ft.

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Applicability - Integration with Acceptance Testing

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Design Reviewer Qualifications - Minimum Requirements

Typically - Licensed Professional Engineer

HVAC Systems

Size Qualified reviewer

Simple <10,000 sq.ft.

Engineer-of-record (self-review), OR Contractor (if engineer-of-record not required)

Simple 10-50,000 sq.ft.

Qualified in-house engineer with no project involvement, OR third party engineer

Simple >50,000 sq.ft. Third party design engineer

Complex Any size Third party design engineer

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Definitions - Simple vs. Complex HVAC

Simple HVAC Systems: • Unitary or packaged equipment that serve one zone • Two-pipe heating only systems serving one or more

zones Complex Mechanical Systems: • Fan systems serving multiple zones (VAV) • Built-up air handler systems • Hydronic or steam heating systems • Hydronic cooling systems

Process

Design

Programming Schematic Design

Design Development

Construction Documents

Permit Application

Plan Check

Acceptance Testing

Commissioning & Acceptance

Testing

Certificate of Occupancy

Design Review Kickoff

Meeting

Design Review

Completed Checklists

Permitting Construction

Performance Path Compliance Forms

Building ≤ 10,000 ft2

Building >10,000 ft2

Early Design Influence - Early involvement generates greatest impact

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Design Review Kickoff Meeting • Occurs during early design • In-person meeting

• Project owner • Design team

• Mechanical • Electrical • Architect

• Commissioning coordinator • Design reviewer

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Design Review Kickoff Meeting Topics • Project coordination • Project schedule • Project scope • OPR & BOD • Design elements and assumptions • HVAC system selection • Code compliance path • Introduction of design review checklists and highlight

appropriate sections • Recommend best practice energy efficiency

measures

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Design Review Kickoff Checklist NRCC-CXR-01-E (1 page)

• xxx Checklists issued

General Info

Reviewer quals

Attendees

Topics discussed

Reference Documents

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Design Review • Occurs around 90% CD completion (typically pre permit set) • Timing and documents (plans and specs) are

discussed at Design Review Kick-off Meeting

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Design Review Checklists - Certificate of Compliance • Doesn’t encompass all T24 energy code measures • Selected based on experience of team members or

published reports of commonly excluded or non functional measures

• Includes best practice energy measures • Current format relies on use of “Notes” section • Will be updated as future energy measures are

added to Title 24 Part 6 • Future performance path compliance simulation

software may automatically generate checklists for the exceptional code measures

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Design Review Checklists - NRCC-CXR-02-E: General (7 pages)

• Envelope • Lighting • Daylight Area • Daylight Controls • Outdoor Lighting Controls

& Equipment • Service Hot Water • HVAC Design • HVAC Zoning • Controls • DCV • Economizers • Duct Design • Acceptance &

Commissioning

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Design Review Checklists -NRCC-CXR-03-E: Simple HVAC (1 page) • Fan System • Controls

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Design Review Checklists - NRCC-CXR-04-E:Complex HVAC (5 pages)

• Fan Systems • Supply Air reset • Heat Rejection

Equipment • Chillers & Boilers • Hydronic Systems –

Pumping • Hydronic Heat Pump

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Checklist - Reviewer & Designer Interaction

Design Reviewer: • Yes, Complies • Does Not Comply • Consider Better Practice

Designer Response: • Complies • Will Include in Next Draft • Not Included – State Reason

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Design Review Completion - NRCC–CXR-05-E: Final Sign-off (1 page)

• Owner / Owners Representative

• Designer(s) • Design Reviewer

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Summary of Checklists

01: Design Review

02: General (non-HVAC)

03: Simple HVAC

04: Complex HVAC

05: Final Sign-off

Design Review Kickoff Meeting

Design Review

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CCC Outreach & Training Resources

• FAQ • Online training presentations • Reference Guide

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Thank You!