hvac commissioning - nvseedengr.com/documents/hvac_commissioning-collie.pdf · cx origins ocx is an...
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HVAC Commissioning
Peyton CollieProject Manager Technical Resources
SMACNA
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Commissioning (Cx)
What it isPurposeBenefitsHow it is currently accomplishedWhere is appears to be goingRoles and responsibilitiesCosts and resources
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What Is Commissioning ?
Commissioning is a systematic and documented process of assuring that specific building systems performs interactively in accordance with the design intent and the owner’s operational needs.
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Cx Origins
Cx is an outgrowth of the Total Quality Management (TQM) processOriginally Cx focused on HVAC because:– Typically the most energy intensive element in
commercial buildings– HVAC plays a major role in IAQ which has impacts
employee well-being, productivity, and absenteeism
In recent years, it has being positioned as a service for engineering firms
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Purpose Of Cx
Collaborative effort to identify and address design, construction, and operational issues, an “extra pairs of eyes”Develop solutions that meet owners performance and operational needsHave the building operate as intended from day One!
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Overall Benefits Of CxDiscover design problems early when they are less expensive to fixReduce change ordersSmoother transition at project handoverCreates more effective O&M via documentation and facility staff trainingImproved IAQ, fewer occupant complaintsLower energy costs
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Who Benefits From Commissioning?
OWNERS
DESIGNERS
CONTRACTORS
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Benefits To Owners
Systems function as designed and as the owner intendedMaximized efficiency minimizes energy, maintenance and operating costsImproved tenant comfortImproved tenant productivity and retention
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Benefits To Designers
Functional performance verification and acceptance tests of key systems
Improved job specs and drawings which improves coordination among trades
All the above provide direct design feedback – a learning experience
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Benefits To Contractors
Improved construction planning and coordinationFewer deficiencies at substantial completionBetter documentation of system start-up and function = fewer call backs
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Current Use Of CX
Often used for buildings with complex or critical systems to reduce risks– Hospitals– Computer component fabricators
Embraced by environmental proponents– Required for LEED Certification
Required in some states for public buildings– Washington State < 50,000 sq. ft.– States and cities are integrating Cx into codes
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How Does Cx “Get” Into Construction?
Include Cx in the design/development– Identify systems appropriate for Cx– Define roles and responsibilities
Include Cx specifications in the project documentsDevelop Cx operating procedures that covers all possible operational modes and conditions
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Where Do Contractors Fit?
Numerous Cx business models existMost recommend third-party Cx contractors working directly for the ownerHVAC Cx is basically TAB unless functional testing is requiredSMACNA contractors can provide third-party Cx services or TAB-like Cx testing
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Functional Testing
Functional testing – A functional testing program verifies that the building’s systems perform interactively in all modes of operation as intended.– HVAC controls shut down according to
design intent on fire alarm, pressurize stairwells, close dampers, etc.
– Systematic testing in all operational modes
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Commissioning AuthorityGenerally works for the ownerTypically independent of design and construction contractorsWitnesses performance testsVerifies acceptable performanceOften a group of experienced specialists, especially at the “higher” commissioning levels, i.e. hospitals, knowledgeable about all systems and building operations
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Foundation Of Cx
Design Intent--Fixed– Original, underlying assumptions
Owner’s operational needs—Changing– Building may initially be designed according
to these needs but this is something that almost always changes over time.
– Change-of-use building evolution presents re-commissioning opportunities
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Cx Impact On HVAC
Identify design elements that prevent functional testing– Duct design that causes turbulence could not be
accurately tested under Cx protocols
Can increase contractor cost if installations are not done according to Cx documents– Experts verifying duct installations
Has the potential to greatly reduce mechanical system interferences and changer orders
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Logical Cx Phases
Pre-design*Design*ConstructionAcceptanceWarrantyContinuous Cx
*Often combined as Design
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Design Cx Activities
Design intent is created in response to owners expressed requirementsResolve confusing informationEvaluate constructabilityLook for commissionabililty of systems– Identify designs that prevent or impede
functional testingIdentify value engineering opportunities
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Cx Design Phase Benefits
Clarifies construction documentsReduces E&O claimsMinimizes change ordersLessens likelihood of delaysGets everyone on the same “page”
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Design Intent
The building’s design benchmarkSometimes referred to as Owner’s Project Requirements A written document that details:– Functional requirements of the facility– Expectations of use and operation
Precursor to the Program Document
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Program DocumentContains the Cx criteria as set by the owner– Scope – What will be commissioned– Roles and responsibilities – Matrix and sequence– Timing – When activities take place– Team – Generic identification of participants– Procedures – Acceptance/verification
benchmarks, test protocols or code that applies– Operator training – Involvement/familiarization– Documentation – Plan content, checks and tests,
training and final report format
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Design Phase
Alternate design solutions for CxCx Specifications– Cx agent qualifications list– Define roles and responsibilities– Generic list of Cx team members– List of systems subject to Cx– Acceptance and verification procedures– Coordination requirements and schedule
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Construction Phase
System readiness and start upOperation and functional performance checkoutFunctional performance verification by Cx AuthorityDemonstration and use and service instructions for handover to owner
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Acceptance Phase
Subset of Construction Phase– Completion of project as fully-operational facility
with verification by Cx Authority– Functional test—individual systems– Functional test—between systems
Instruction and handover to operators– Operation of each system– Startup and shut down procedures– Operational monitoring and maintenance
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SMACNA-Defined Levels Of Cx
Level 1 – BasicLevel 2 – ComprehensiveLevel 3 – Critical SystemsRe-commissioning
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Level 1 Basic Cx
Only during construction and acceptance– Schedule developed– Equipment and system pre-start and start-up– Functional performance tests– Operations, instruction and demonstration
Embedded approach for competent contractors committed to qualityThe benefits of Cx typically offset the additional costs
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Level 2 Comprehensive Cx
Takes place during all phases of the projectPre-design phase– Owner and Cx team assures that the owner’s
operating goals can be met by the designDesign intent/specificationsConstruction commissioning plan phaseEquipment and system pre-start and start-upFunctional performance tests and acceptanceInstruction of and demonstrations to operating personnel
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Level 3 Critical Systems CxSimilar to Level 2 Cx with additional detailsMore detailed functional performance testing with step-by-step proceduresUsually includes meeting very specific operational or environmental conditions– Labs, Fume Hood, Surgical Suites, etc
Facilities staff may operate the systems during testing to verify performance of critical factorsUsually applied to systems involving life safety, health risks, high-value processing or research
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Re-commissioning
Can apply to periodic Cx of a previously commissioned facility ~ every five years?A structured method to address O&M issues in an older building.Cx existing systems requires same steps except that design problems or shortcomings must be worked aroundCan accompany a building renovation
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Roles & Responsibilities
Owner
Commissioning Authority Architect
Engineer
HVAC Contractor
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Owner
Define requirements
Assigns commissioning responsibilities
Assign a point of contact to the owner
– Typically Cx Authority/Agent
Develop contractual provisions
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Commissioning Authority
Review design plans and specifications
Schedule commissioning
– Training Sessions
– Walk-Through Inspections
– Review of Operations Manuals and final demonstration of systems
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Architect
Ensures shop drawing reviews are coordinated with the Commissioning Authority
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Engineer
Document design intent
Coordinate O&M Manual Requirements
HVAC O&M training sessions
Shop drawing and submittal reviews
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HVAC Contractor
Coordinates testing with subcontractors and vendors
Conduct walk-through inspections
Demonstrate functional performance of equipment
As-built mark-up drawings
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HVAC/Electrical Cx Costs
HVAC and controls2 – 3% of total mechanical costs
Electrical systems1 – 2% of total electrical costs
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Commissioning Resources
www.smacna.org
www.ashrae.org
www.nibs.org
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Questions
Comments
Suggestions