Jim Magee, CxA, EMP, LEED-AP BD+C
Facility Commissioning Group
AIA Continuing Education Course
The Associated Air Balance Council (AABC) is a Registered
Provider with The American Institute of Architects
Continuing Education System (AIA/CES). Credit(s) earned
on completion of this program will be reported to AIA/CES for
AIA members. Certificates of Completion for both AIA
members and non-AIA members are available upon request.
This program is registered with 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 or construction or any
method or manner of handling, using, distributing, or dealing
with any material or product.
Questions related to specific materials, methods, and services
will be addressed at the conclusion of this presentation.
COMMISSIONING HVAC CONTROLS
Friday, October 5, 2012 Sheraton Music City
Course Description
This 1-hour HVAC Commissioning
Seminar Presentation will cover the
commissioning process as described in
the ACG Commissioning Guideline, as
well as valuable practical insight on skills,
strategies, and communication and
documentation protocols essential to
applying the process on “real-world” HVAC
controls projects.
COMMISSIONING HVAC CONTROLS
Friday, October 5, 2012 Sheraton Music City
Learning Objectives
At the end of this program, participants will be able to:
Explain the purpose, methodology, and benefits of the
commissioning process as it relates to HVAC controls.
Identify and distinguish between the five phases of
commissioning – (1) Pre-Design, (2) Design, (3) Construction, (4)
Acceptance, and (5) Post-Acceptance – and the activities carried out
in each of them.
Describe the documentation and deliverables that are essential to
the delivery of quality HVAC controls commissioning services.
Identify the roles and responsibilities of all commissioning team
members within the HVAC controls commissioning process, with
particular emphasis on the role of the commissioning provider.
COMMISSIONING HVAC CONTROLS
Friday, October 5, 2012 Sheraton Music City
Commissioning Process
A process of documentation, adjustment, testing,
verification, and training, performed specifically to
ensure that the finished facility operates in
accordance with the owner’s documented project
requirements and the construction documents.
It begins in pre-design and continues through
design, construction, and the life of the facility.
(BCA draft document, 2004.)
COMMISSIONING HVAC CONTROLS
Friday, October 5, 2012 Sheraton Music City
What is Commissioning?
(validates the “design”!)
Commissioning
“retro” ;
“re”; or
“ongoing”
Cx
Commissioning
validates the design!
That the design works and
meets the “design intent”
Design
Intent
Design
Construction
“Inspections”
validate
construction
O&M
Changing
Needs
That the construction is installed
correctly per the “design”
This is not commissioning!
COMMISSIONING HVAC CONTROLS
Friday, October 5, 2012 Sheraton Music City
Commissioning Process
Design Intent Document
Details functional requirements and Owner’s
expectations of how a building will be used and
operated - OWNER’S PROJECT
REQUIREMENTS
Basis for building commissioning
Basis of Design
The concepts, calculations, decisions, and
product selections used to meet the OWNER’S
PROJECT REQUIREMENTS
COMMISSIONING HVAC CONTROLS
Friday, October 5, 2012 Sheraton Music City
Cx Standards and Guidelines
ACG Commissioning Guideline – 2005
ASHRAE Standard 202P – Public Review Period: The
Commissioning Process for Buildings and Systems
ASHRAE Guideline 1.1 – 2007: HVAC&R Technical
Requirements for the Commissioning Process
ASHRAE Guideline 0-2005: The Commissioning
Process
NECA90-2004: Recommended Practices for
Commissioning Building Electrical Systems
ICC Commissioning Guideline
VA Whole Building Commissioning Process Manual
COMMISSIONING HVAC CONTROLS
Friday, October 5, 2012 Sheraton Music City
Commissioning
Definitions
Commissioning Authority (CxA):
A person (or firm) representing the facility owner
Leader of the Commissioning Team
Authority of Cx Process – not design or means
and methods
CxA not in chain of command – preserves
objectivity
COMMISSIONING HVAC CONTROLS
Friday, October 5, 2012 Sheraton Music City
Commissioning Definitions
Commissioning Provider (CP):
Independent Third-Party Commissioning Firm
A/E Firm
General Contractor
Construction Manager
Owner's Personnel
COMMISSIONING HVAC CONTROLS
Friday, October 5, 2012 Sheraton Music City
Commissioning Definitions
EXISTING BUILDING COMMISSIONING
Retro-Commissioning (RetroCx):
Commissioning an existing building that has never been
commissioned
Re-Commissioning (ReCx):
Commissioning a building that has been previously
commissioned
Continuous Commissioning (CCx):
Owner continues to collect and compare baseline data on
selected building systems to ensure that the building
functions optimally throughout its operating life
COMMISSIONING HVAC CONTROLS
Friday, October 5, 2012 Sheraton Music City
HVAC Controls Cx Team
Owner / Operator
Architect
Design Consultants
Commissioning Agent
Construction Manager (or General Contractor)
Mechanical Contractor
Electrical Contractor
Temperature Controls Contractor
Test and Balance Contractor
COMMISSIONING HVAC CONTROLS
Friday, October 5, 2012 Sheraton Music City
HVAC Controls Cx Team
Equipment Vendors
Specialty Trades
Specialty Consultants
Program Manager
Service Contract Providers
BAS Specialists
IT Support Groups
COMMISSIONING HVAC CONTROLS
Friday, October 5, 2012 Sheraton Music City
Cx Process Deliverables
Design Intent Documents (DID or OPR)
Design Reviews
Submittal Reviews
Site Observations and Site Meetings
Resolution Tracking Forms (RTF’s)
System Verification Checklists (SVC’s)
Organized Systems Start-Ups
Functional Performance Tests (FPT's)
Operation and Maintenance (O&M) training
O&M Documentation
Commissioning Report
Warranty Review of Building Operation
COMMISSIONING HVAC CONTROLS
Friday, October 5, 2012 Sheraton Music City
Approaches to Commissioning
Comprehensive Commissioning
Construction Phase Commissioning
COMMISSIONING HVAC CONTROLS
Friday, October 5, 2012 Sheraton Music City
Phases of Commissioning
Pre-Design Phase
Design Phase
Construction Phase
Acceptance Phase
Post-Acceptance Phase
COMMISSIONING HVAC CONTROLS
Friday, October 5, 2012 Sheraton Music City
Independent
rd
3
Party Cx
Avoid conflicts of interest
Report directly to owner
Peer level with design consultants
Unbiased objectivity
Not influenced by contractor/vendor prerogatives
Not influenced by design team prerogatives
COMMISSIONING HVAC CONTROLS
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HVAC Controls Definition
The starting and stopping or modulation of
HVAC systems, equipment and component
assemblies to regulate the condition being
changed by the process.
COMMISSIONING HVAC CONTROLS
Friday, October 5, 2012 Sheraton Music City
Pre-Design Phase Review
Owner’s Project Requirements (OPR)
Design Narrative Controls Descriptions
Scope of Controls Systems
Providers of Controls Products
Installers of Controls Products
Quality Control Provisions of Controls
Commissioning Provisions for Controls
User Interface Requirements
Procurement Criteria
COMMISSIONING HVAC CONTROLS
Friday, October 5, 2012 Sheraton Music City
Design Phase Review
OPR and BOD Progress Reviews
Controls Specifications Progress reviews
Provisions for Testing and Commissioning
Operation and Maintenance Considerations
Incorporate Controls into Commissioning Plan
Establish Controls Elements on Project Schedule
Conformity to Owner’s Design Standards
Access for Controls Equipment and Components
COMMISSIONING HVAC CONTROLS
Friday, October 5, 2012 Sheraton Music City
Design Phase Review
Design Sequence of Operation with Narratives
Points List with Types of Points
Define Integration Strategy: BACNET, LON, Gateways
Define User Interactions: local, work station, campus
Level of User Interfaces: HVAC, Lighting Controls, DHW,
Life Safety, Fire Alarm & Suppression, Security Systems
Individual Space Control vs. Limited or Central Control
Code Compliance
Local AHJ Requirements
COMMISSIONING HVAC CONTROLS
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HVAC Controls Design
HVAC Systems
Basic Control
Supervisory Control
Optimizing Control
Sources of Supply
COMMISSIONING HVAC CONTROLS
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HVAC Systems
Unitary Package Equipment – stand-alone,
monitored or controlled externally
Original Equipment Manufacturer Furnished
Controls
Central Systems
Special Purpose Systems: free cooling, rejected
heat, thermal storage, cogeneration, renewable
COMMISSIONING HVAC CONTROLS
Friday, October 5, 2012 Sheraton Music City
Basic Control
Regulates heating & cooling to maintain
conditioned spaces (meet the load)
Discharge temperature controllers control the
rate of primary conversion (chillers or boilers)
Pressure controls determine the delivery rate of
flows from pumps or fans for distribution
COMMISSIONING HVAC CONTROLS
Friday, October 5, 2012 Sheraton Music City
Supervisory Control
Scheduling and Interaction of Sub-Systems
Meet building needs with operator input
Building Automation Systems (BAS)
Energy Monitoring and Control System (EMCS)
Facility Management System (FMS)
Energy Management System (EMS)
Direct Digital Control (DDC)
COMMISSIONING HVAC CONTROLS
Friday, October 5, 2012 Sheraton Music City
DDC
Everything done by a computer or
microprocessor (overly broad definition)
Closed loop control of local loops by a digital
computer or microprocessor
Energy management application programs are
different from DDC controls and more
specialized
COMMISSIONING HVAC CONTROLS
Friday, October 5, 2012 Sheraton Music City
Optimizing Controls
Control parameters in a manner that minimizes
energy and operation costs
Improve efficiency of primary supply equipment
Reduce loss of energy in end use systems
Load reset, dynamic load control, warm-up/cooldown, occupied/unoccupied detection, etc.
COMMISSIONING HVAC CONTROLS
Friday, October 5, 2012 Sheraton Music City
Sources of Supply
Full-Line Control Companies
Control Distributors
Full-Line HVAC Equipment Companies
Specialized Control Companies
COMMISSIONING HVAC CONTROLS
Friday, October 5, 2012 Sheraton Music City
Construction Phase
Submittal Review of Controls
Compliant with Specifications
Compliant with Owner’s Design/Construction Standards
Verify Design Sequence of Operation
Verify Means & Methods and Narratives
Verify Points Lists
Verify equipment and components
COMMISSIONING HVAC CONTROLS
Friday, October 5, 2012 Sheraton Music City
Construction Phase
Submittal Review of Controls
Verify Appropriate Option Selections
Confirm Basis of Design Alternate Submittals
Verify Compatibility of Controls with Equipment
Verify Controls Integration Capabilities
Verify Controls Interface Capabilities
COMMISSIONING HVAC CONTROLS
Friday, October 5, 2012 Sheraton Music City
SOO Cx Considerations
SOO is typically inadequately specified
Design SOO is typically not installed
SOO Priorities and Hierarchy
Simultaneous Opposing SOO Routines
Life Safety Priorities
COMMISSIONING HVAC CONTROLS
Friday, October 5, 2012 Sheraton Music City
Survey of SOO Schemes
Temperature Control
Humidity Control
Ventilation Rate Control
Pollutant and/or Life Safety Control
Overrides and Emergency Stop/Start
COMMISSIONING HVAC CONTROLS
Friday, October 5, 2012 Sheraton Music City
Sustainable HVAC Controls
Utility Metering & Sub-Metering
MBH Metering
Minimum/Optimized Energy Performance (ASHRAE 90.1)
Measurement & Verification
Minimum IAQ (ASHRAE 62.1)
Environmental Pollutants Control
Carbon Dioxide Control
Thermal Comfort Control (ASHRAE 55)
Mixed Mode Ventilation
COMMISSIONING HVAC CONTROLS
Friday, October 5, 2012 Sheraton Music City
Exotic HVAC Controls SOO’s
Hybrid Geothermal Heat Pump Systems
VRV Systems
Water-to-Water Heat Pump Systems
Chilled Beams
COMMISSIONING HVAC CONTROLS
Friday, October 5, 2012 Sheraton Music City
System Verification Checklists
Site Observation
Progress/Coordination Meetings
Commissioning/Pre-Start-Up Meetings
SVC Implementation
Manufacturer Installation Checklists
COMMISSIONING HVAC CONTROLS
Friday, October 5, 2012 Sheraton Music City
System Verification Checklists
Equipment
Components
Systems
Graphics
Interfaces/Integrations
COMMISSIONING HVAC CONTROLS
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COMMISSIONING HVAC CONTROLS
Friday, October 5, 2012 Sheraton Music City
COMMISSIONING HVAC CONTROLS
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Controls Systems Start-Up
Start-Up = Installer Responsibility
CxA Monitor Controls Start-Up
Power/Communications
Programming
Point-to-Point Verification & Documentation
Safties Testing
SOO Verification and Testing
COMMISSIONING HVAC CONTROLS
Friday, October 5, 2012 Sheraton Music City
Controls System Start-Up
Devices Calibration
TAB Coordination and Support Services
Controllers Range and Accuracy/Tolerance
Locations of Transmitters, Sensors, Pick-Ups
Scheduling
Local & Remote Communication Signals Strength
Wiring Conditions
Graphics and Integration
COMMISSIONING HVAC CONTROLS
Friday, October 5, 2012 Sheraton Music City
COMMISSIONING HVAC CONTROLS
Friday, October 5, 2012 Sheraton Music City
COMMISSIONING HVAC CONTROLS
Friday, October 5, 2012 Sheraton Music City
COMMISSIONING HVAC CONTROLS
Friday, October 5, 2012 Sheraton Music City
COMMISSIONING HVAC CONTROLS
Friday, October 5, 2012 Sheraton Music City
COMMISSIONING HVAC CONTROLS
Friday, October 5, 2012 Sheraton Music City
COMMISSIONING HVAC CONTROLS
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COMMISSIONING HVAC CONTROLS
Friday, October 5, 2012 Sheraton Music City
- Raytheon DDC FEMC Guidelines
COMMISSIONING HVAC CONTROLS
Friday, October 5, 2012 Sheraton Music City
Writing FPT’s
for HVAC Controls
FPT typically for equipment or system with
controls imbedded and/or separate blocks
Confirm Prerequisites
Organize in Sections
Begin with Tests to Confirm Readiness
Test Safeties First
COMMISSIONING HVAC CONTROLS
Friday, October 5, 2012 Sheraton Music City
Writing FPT’s
for HVAC Controls
Do Positional Checks Early
Start with Basic Controls
Proceed Logically
Conclude with Supervisory Controls
Confirm Graphic Interfaces
Confirm Integration
COMMISSIONING HVAC CONTROLS
Friday, October 5, 2012 Sheraton Music City
COMMISSIONING HVAC CONTROLS
Friday, October 5, 2012 Sheraton Music City
COMMISSIONING HVAC CONTROLS
Friday, October 5, 2012 Sheraton Music City
COMMISSIONING HVAC CONTROLS
Friday, October 5, 2012 Sheraton Music City
COMMISSIONING HVAC CONTROLS
Friday, October 5, 2012 Sheraton Music City
COMMISSIONING HVAC CONTROLS
Friday, October 5, 2012 Sheraton Music City
COMMISSIONING HVAC CONTROLS
Friday, October 5, 2012 Sheraton Music City
COMMISSIONING HVAC CONTROLS
Friday, October 5, 2012 Sheraton Music City
COMMISSIONING HVAC CONTROLS
Friday, October 5, 2012 Sheraton Music City
COMMISSIONING HVAC CONTROLS
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COMMISSIONING HVAC CONTROLS
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Off-Season Mode and Deferred Testing Documented and Scheduled
COMMISSIONING HVAC CONTROLS
Friday, October 5, 2012 Sheraton Music City
HVAC Controls O&M
Provisions
Set Up Trends After FPT’s (while completing)
Acquire VPN/Web/Modem Access to BAS
Monitor BAS Regularly (transient conditions)
Review O&M Manuals, As-Built SOO Documents
and HVAC Controls Existing Conditions
Drawings
COMMISSIONING HVAC CONTROLS
Friday, October 5, 2012 Sheraton Music City
O&M Training
CxA Facilitates Installer-Provided Training
DVD Record Visual and Audio
Sign-In Sheets
Advance Notice to Owner Personnel
Divide Training into Appropriate Intervals
COMMISSIONING HVAC CONTROLS
Friday, October 5, 2012 Sheraton Music City
O&M Training
Advocate for Owner Interests During Training
Collect and Review Handouts
Agendas Required In Advance
DID Review by Designer
Manufacturer Rep per Specifications
COMMISSIONING HVAC CONTROLS
Friday, October 5, 2012 Sheraton Music City
Warranty Period Reviews
Maintain Remote Access for Periodic Review
Specify Periodic Controls Vendor Visits
Near End Warranty Review
RTF/Punchlist Resolutions
Communicate with Owner, Designers and
Contractor
COMMISSIONING HVAC CONTROLS
Friday, October 5, 2012 Sheraton Music City
Warranty Period Reviews
Analyze Energy Usage
Review Equipment/Components Condition
Owner/Operator Conference
Occupant Comfort Verification
Systems Manual
COMMISSIONING HVAC CONTROLS
Friday, October 5, 2012 Sheraton Music City
Q&A
This concludes The American Institute of
Architects Continuing Education Systems Course.
COMMISSIONING HVAC CONTROLS
Friday, October 5, 2012 Sheraton Music City
Copyright Materials
This presentation is protected by U.S. and
International Copyright laws. Reproduction,
distribution, display and use of the presentation
without permission of AABC
is prohibited.
© AABC 2012
COMMISSIONING HVAC CONTROLS
Friday, October 5, 2012 Sheraton Music City