achieving sustainable built environments: rating … · 11.assemble systems manual system manuals...

Gerald J. Kettler, PE, CCPManaging PrincipalFacility Performance Associates

Achieving Sustainable Built Environments:

Rating Systems and Role of Commissioning

Learning Objectives

1. Understand the basics of the Commissioning Processaccording to ASHRAE Guideline 0-2005

2. Recognize that Commissioning is a Process and not

just a single event in application of SustainableBuilding Programs

3. Be able to apply the Commissioning Process forSustainable Buildings

4. Utilize the Commissioning Process for a specific

project

AIA Quality Assurance

The Commissioning Process

as defined in ASHRAE Guideline 0-2005

Commissioning Process: A quality focused process for enhancing the delivery of a project. The process focuses upon verifying and documenting that the facility and all of its systems and assemblies are planned designed, installed, tested, operated and maintained to meet the Owner’s Project Requirements.

ASHRAE Guideline 0-2005 by Phase

• Pre-Design- Owner’s Project Requirements (Design intent), Commissioning Plan, Scope and Budget for Commissioning

• Design- Basis of Design, Plans and Specifications, Commissioning Plan for Specific Project, Training Requirements.

• Construction - Procedures, Submittals, Verification, Functional Testing, Documentation, Systems Manuals, Training

• Occupancy and Operations- Retesting, Remodeling, Maintenance, Seasonal Testing

Commissioning Process Fundamentals

Activity Deliverable

1. Owner Defined Responsibilities Contract Requirements

↓

2. Decide Project Requirements Owner’s Project Requirements

↓

3. Develop Commissioning Plan Commissioning Plan

↓

4 Design Approach to OPR Basis of Design

↓

5. Set Contractor Cx Requirements Construction Documents

↓

6. Cont. Doc. Verification to OPR Cont. Doc. Verification Report

↓

7. Submittals Review Submittal Review Report

↓

Commissioning Process Fundamentals

Activity Deliverable

8. Construction & Testing Verification Verification Checklists and ↓ Report

9. Performance Verification Performance Verification Report

↓

10. Issues Resolution Issue Logs

↓

11.Assemble Systems Manual System Manuals

↓

12.Training Training Plans and Records

↓

13.Commissioning Report Commissioning Report

↓

14.Post Occupancy Operation Verification End of Warranty Cx Report

USGBC - LEED Program

• Organization = United States Green Building Council

• Program = Leadership in Energy and Environmental Design

◦ Building Design and Construction

◦ Core and Shell

◦ Interiors

◦ Existing Buildings

◦ Residential, Neighborhoods

• Updated Every 3 Years

LEED NC Program - 2009

•Sustainable Sites

•Water Efficiency

•Energy and Atmosphere

•Materials and Resources

•Indoor Environmental Quality

•Innovation

•Regional

Commissioning in NC LEED – Fundamental - 2009

• Appoint Commissioning Authority

• Owner’s Project Requirements and Basis of Design

• Commissioning Requirements in Construction Documents

• Develop Commissioning Plan

• Verification Installation and Performance Testing, and Documentation

• Provide Commissioning Report

Commissioning in NC LEED – Enhanced - 2009

• Independent Commissioning Authority

• Design Review @ Design Development

• Design Review @ Construction Documents

• Review Selected Submittals

• Develop Systems Manuals including Recommissioning Management Process

• Verify Training of Operating Personnel

• Post Occupancy 10 Month Review

LEED Commissioning Process

Total Building Commissioning Innovation Credit

• Coordinate Entire Green Building Team

• Building Thermal Envelope Design Review

• Thermal Envelope Commissioning Plan

• Coordinated Documentation Plan

• Testing and Functional Performance of Building Envelope and/or Mock-ups

• Conduct Field QA Inspections including Corrections

• Final Report

Commissioning in LEED – Existing Building - 2009

No EBOM Required Commissioning or Provider

Requirements

Prerequisite Point EAp1 requires- Planning,

Documentation and Opportunity Assessment

EAc2.1 Investigation, Analysis and Commissioning

Plan or ASHRAE Level II Audit

EAc2.2 Implementation of the Commissioning Plan

EAc2.3 Performance Measurement and Metering

Commissioning in LEED – 2012

• Commissioning, Measurement and Verification, and Metering move to a new Section called “Performance”

• There will be three Prerequisites:

◦Water Metering and Reporting

◦ Building level Energy Metering

◦Fundamental Commissioning and Verification

Commissioning in LEED – Prerequisite - 2012

•Commissioning is to verify that the project's

energy, water, and indoor air quality and the exterior envelope assemblies and systems are designed, installed, and calibrated to perform to the Owner's Project Requirements, basis of design and

construction documents. A commissioning process must be incorporated into pre-design, design, construction, and the first year of occupancy.


The process must verify that the project, it's

components, assemblies, and systems comply with the documented OPR. The owner must document and/or approve the OPR that meets the requirements of Section 5.2.2.4 of ASHRAE Guideline 0, and

designate an individual as the CxA. The design team must develop the Basis of Design, participate in Commissioning meetings and process.


The CxA must lead and perform the commissioning process requirements listed.

Commissioned systems include: HVAC, lighting, domestic hot water, renewable energy, roofing systems, thermal, air, and vapor transmission properties of walls, windows and doors, water monitoring and

measuring devices, and required plumbing

systems.

Commissioning in LEED – Enhanced - 2012

•The design team must provide an analysis of

building moisture and vapor transmission. CxA shall develop an enhanced commissioning process and implementation plan, , develop design phase checklists, perform multiple design reviews, develop

commissioning process issue tracking means, estimate economic value for those issues, review contractor submittals, verify

that training requirements are completed.


•Review building operations with O&M staff at 10 month mark, develop, direct and document building envelope testing for moisture intrusion, develop with building staff a lifetime on-going commissioning program.


• In addition to systems included in fundamental commissioning include: subterranean water proofing and penetrations, exterior wall assemblies, above grade penetrations, storm water control and removal, and associated pumping systems

ANSI/ASHRAE/USGBC/IESANSI/ASHRAE/USGBC/IES

Standard 189.1Standard 189.1--20092009

Chapter 1. Purpose, 2. Scope, 3. Definitions,

4. Administration and Enforcement

5. Site Sustainability

6. Water Use Efficiency

7. Energy Efficiency

8. Indoor Environmental Quality

9. Building’s Impact on Atmosphere, Materials & Resources

10.Construction and Operations Plans

11. Normative References

Appendixes A thru H



• Acceptance Testing – All Buildings per Accepted Engineering Standards and Handbooks

• Before Building Permit: Designate Project ‘Acceptance Representative’ in Construction

Documents and Detail Tests to be Performed

• Before Building Occupancy: Verify Proper

Installation, Perform Acceptance Tests, Complete

Test Form with Signature and License Number of Performing Party, Verify Systems Manual

• Systems Include: Mechanical, Lighting, Renewable Energy, Energy and Water Measurement Devices



Commissioning – All Buildings over 5,000 Sq. Ft.

• Prior to Building Permit: Designate Commissioning Authority, Develop the ‘Owner’s Project Requirements’ and ‘Basis of Design’, CxA to Review OPR and BOD, Include Commissioning Requirements in the Specifications, Develop a Commissioning Plan, CxA to Conduct two Plan Reviews.

• Prior to Building Occupancy: Verify installation and Performanceof Systems, Verify Systems Manuals, Verify Training of Operators, Complete Commissioning Report

• During Post-Occupancy: Complete Commissioning for Operations, Added Training, and Final Updated Commissioning

Report

• Systems Include: HVAC, Building Envelope Thermal, Moisture and Pressurization, Lighting, Irrigation, Plumbing, Renewable Energy, Water and Energy Measurement

IGCC – International Green Construction Code 2.0

�CHAPTERS:

�1: Administration

� 2: Definitions

� 3: Requirements determined by the jurisdiction and project

electives

� 4: Site development & land use

� 5: Materials resource efficiency

� 6: Energy conservation and efficiency

� 7: Water conservation and efficiency


CHAPTERS� 8: Indoor environmental quality

� 9: Commissioning, Operation and Maintenance

� 10: Existing buildings

� 11: Existing building sites

� 12: Referenced standards

� Appendices

�A: Optional Ordinance

�B: Greenhouse Gas Reductions in Existing Buildings

�C: Sustainability Measures

�D: Enforcement Procedures


Section 903 – Commissioning

•The Registered Design Professional in

Responsible Charge or Approved Agency Shall Perform Commissioning during Construction and After Occupancy per 903.1

•Approved Agency:

◦Qualified and Demonstrated Competence

◦Independence from Contractor

◦Adequate, Calibrated Equipment

◦Experienced, Educated Personnel


• Pre-Occupancy Report “Prior to the issuance of a certificate of occupancy, a final Commissioning Report shall be submitted to and accepted by the code official”

• Post-Occupancy Commissioning Report shall be provided to the owner within 30 days after Certificate of Occupancy


• 903.1 Construction or System Requiring Verification

◦ Chapter 4

-Natural Resources

-Landscape Irrigation

-Topsoil and Vegetation

-Imported Soils

-Soil Restoration and Reuse

-Soil Percolation Test

-Stormwater Management

-Erosion and Sedimentation

-Hardscape and Shading

-Vegetative Roofs

-Site Lighting

◦ Chapter 5

-Sub-soil Drainage

-Foundation Damp proofing

-Flashings

-Exterior Wall Coverings


◦ Chapter 6 – Energy All Buildings

-Energy Consumption-Monitoring, Calibration

-Mechanical Systems All Buildings – Air, Water and Duct Systems, Systems Manuals

◦ Chapter 6 – Energy All Buildings over 5,000 Sq.Ft.

-Required by Plans and Specs

-Commissioning Plan

-Balance Air and Water

-Functional Performance

-Commissioning Report

-Acceptance of HVAC Systems

-Verification Report

-Systems Manual

◦ Chapter 6 – Lighting

-Auto Demand Reduction

-Plug Load Controls

-Connection of Appliances

-Specified Transformers

-Lamp Verification

-Ballast Verification

-Lighting Controls


◦ Chapter 7 – Water

-Rainwater System

-Gray water Systems

◦ Chapter 8 IEQ

-Access to AHUs

-Air Handler Filters

-Space Temperatures and Humidity

-Air Quality and Pollutant Control

-Fireplaces and Combustion Appliances

-Radon Mitigation

-Sound Transmission

-HVAC Background Sound

-Mechanical and Emergency Generator Equipment Located Outside

Cal Green / Title 24

1. Administration

2. Definitions

3. Green Building

4. Residential Mandatory Measures

5. Nonresidential Mandatory Measures

6. Referenced Organizations and Standards

7. Installer and Special Inspector

Qualifications

8. Compliance Forms and Worksheets

Appendixes – Voluntary Measures


Building Commissioning - A systematic

quality assurance process that spans the entire design and construction process,

including verifying and documenting that building systems and components are planned, designed, installed, tested, operated and maintained to meet the Owner’s Project Requirements.


• 5.410.2 Commissioning required for buildings over 10,000 Sq.Ft. by trained and experienced personnel.

• Requirements include:

◦ Owner’s Project Requirements

◦ Basis of Design

◦ Cx Requirements in Construction Documents

◦ Commissioning Plan

◦ Functional Performance Testing

◦ Documentation and Training

◦ Commissioning Report

Green Globes

•Green Building Initiative Program

•Successor to BREEAM in UK.

•All voluntary points program. Number of points determine number of Globes earned.

•Commissioning not required but points are awarded for a Commissioning Plan.

•Construction Commissioning is mentioned as part of the verification process.

CHPS – California High Performance Schools

•Similar Point System to LEED for Schools with Easier Certification

•Requires Fundamental “Building Systems Testing and Training”

•CxA in CHPS is called “Independent Verification Service Provider”

•“Qualified District Official” can do Cx

•Training and Documentation must be provided

CHPS – California High Performance Schools

•IPVSP or QDO must satisfy BCA Essential Attributes and have Relevant Experience

•Systems include HVAC, Controls, Lighting and Domestic Water

•Enhanced Process (Points) includes: Commissioning Plan, DID, BOD, Specs, Verification, Functional Performance, Training, Documentation and Commissioning Report

Building Codes

•International Building Code - 2009 has no Commissioning requirements but includes Special Inspector Requirements for Smoke Control Systems in Section 909. Special Inspector Qualifications include Mechanical Engineering, Fire Protection Engineering, and Test and Balance Certification.

Building Codes

•International Mechanical Code – 2009

Section 513.3 refers to Commissioning of Smoke Control Systems

Building Codes

•International Energy Conservation Code –2009

• 5.3.2.9 HVAC System Completion- Prior to Certificate of Occupancy, design professional shall provide evidence of system completion

• 503.2.9.1 Each supply air outlet and zone terminal shall be equipped with means for air balancing per IMC

• 503.2.9.2 Individual hydronic coils shall be equipped with means for balancing

• 503.2.9.3 Construction documents shall require O&M manuals

Building Codes

•International Energy Conservation Code – 2012 • C408 System Commissioning- Prior to Final

Inspection, registered design professional shall provide evidence of system (HVAC and Lighting) Commissioning and completion including:

• Commissioning Plan by RDP or Approved Agency

• Air Systems Balancing Report

• Hydronic Systems Balancing Report

• Functional Performance Testing

• Documentation – O&M

• Preliminary Commissioning Report with written Owner Acceptance

• Final Commissioning Report whithin 90 days

ASHRAE Standards

•ASHRAE 55-2010, Thermal Environmental

Conditions for Human Occupancy

Chapter 6, Compliance and Chapter 7 Evaluation includes: Measurement,

Documentation and Validation Requirements but does not address Commissioning

ASHRAE Standards

•ASHRAE 62-2010, Ventilation for Acceptable Indoor Air Quality

Chapter 7 requires Air Balancing per ASHRAE Standard 111 or equal, testing of

drain pans and OA dampers, and Systems Manual information

Chapter 8, O&M requires and O&M manual,

operation per design, and maintenance of ventilation system components

ASHRAE Standards

•ASHRAE 90.1- 2010

Paragraph 6.7.2.3 requires System Balancing to accepted engineering standards with written report

Paragraph 6.7.2.4 requires HVAC control systems be tested. For buildings > 50K SF HVAC Commissioning is required by ASHRAE Guideline 1-1996

AIA Quality Assurance

Portland Energy Conservation, Inc is a registered provider with The

American Institute of Architects Continuing Education Systems. Credit

earned on completion of this program will be reported to CES Records

for AIA members. Certificates of Completion for non-AIA members are

available on request.

This program is registered with the AIA/CES for continuing

professional education. As such, it does not include content that may

be deemed or construed to be an approval or endorsement by the AIA

of any material of construction or any method or manner of handling,

using, distributing, or dealing in any material or product. Questions

related to specific materials, methods, and services will be addressed

at the conclusion of this presentation.

Questions – Comments – Other Opinions

[email protected]

• BREAK TIME

Present Commissioning Guidelines and Standards

•ASHRAE Guideline 0-2005,

The Commissioning Process

•ASHRAE Guideline 1.1-2007,

The HVAC Commissioning Process

•NIBS/ASHRAE Guideline 3, The Total Building Commissioning Process

ASHRAE Guidelines and Standards

– Under Development

•ASHRAE Standard 202, The Commissioning Process for Facilities and Systems

•ASHRAE Guideline 0.2, and 1.2, The Commissioning Process for Existing Buildings

•ASHRAE Guideline 1.3, Training of Building Operators during the Commissioning Process

•ASHRAE Guideline 1.4, Systems Manuals for the Commissioning Process

•ASHRAE Guideline 1.5, Commissioning Smoke Control Systems

Organizations with or developing

Commissioning Guides or StandardsBuilding Commissioning Association

AABC Commissioning Group (ACG Commissioning Guideline)

National Environmental Balance Bureau (Procedural

Standards, Design Phase Handbook)National Fire Protection Association (Standard 3, Fire

Systems Commissioning)

SMANCA (Commissioning Standard for Mech. Cont.)

ASTM (Commissioning Std for Building Shell–NIBS#3)

International Code Council (Commissioning Standard and Certifications)

Illuminating Engineering Society (Lighting Commissioning)

Panel Discussion

Problems, Opportunities and Where Do We Go from Here