Steven (Rusty) Ross
PE, CxA, LEED AP
SSRCx, LLC
High Performance
Buildings 2007
Differences in
in Commissioning
Commissioning Scope
Scope:
Differences
ACG,ASHRAE
ASHRAE Guideline
Guideline 0,
0, GSA
GSAand
and LEED
LEED
ACG,
Commissioning Standards
 ACG Commissioning Guideline 2005
 GSA Commissioning Guideline 2005
 ASHRAE Guideline 0
 LEED 2.2 (EA Prerequisite #1, EA Credit #3)
Commissioning Process
 Equipment and Systems
 Tasks
Equipment and Systems – ACG and
GSA
ACG
GSA
 HVAC Systems
 Building envelope
 Plumbing systems
 HVAC systems
 ATC systems
 Electrical systems
 Life safety systems
 Security systems
 Other specialty systems
All have multiple sub-components.
Over 110 systems in the GSA matrix.
Systems to be Cx’d dependent on building type.
Equipment and Systems – ASHRAE
and LEED
ASHRAE
LEED
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 HVAC systems and controls
 Lighting and Daylighting
Substructure
Shell
Interiors
Equipment and furnishings
Sitework
Landscaping
Services
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HVAC
Electrical
Fire and Life safety
Security
Communications
Plumbing
Conveying systems
Specialty or technology systems
controls
 Domestic hot water systems
 Renewable energy (wind, solar,
etc.)
Differences – Equipment
 ASHRAE & GSA extensive multi-disciplines
 List of systems to be commissioned defined
by the standard for GSA and LEED
 Renewable energy (LEED)
Tasks Executed in Phases
 Pre-Design
 Design
 Construction
 Acceptance
 Post-Occupancy
Pre-Design Phase
ACG
GSA
Decide to Cx
Identify Cx Team
Select a CxA
Create OPR
Define Cx Scope
Develop preliminary
Cx plan
ASHRAE
Create OPR (29 criteria)
Define Cx scope
 Identify Cx Scope &
budget
 Roles & responsibilities
in pre-design (15 criteria)
CxA reviews DID (Use
and occupancy info from
Owner similar to OPR)
Establish initial Cx
budget
See roles and
responsibility matrix
Develop preliminary Cx
plan
Review lessons learned
from previous projects
LEED
Select CxA
Create OPR
Create BOD
Review OPR and
BOD
Cx Scope is
defined by LEED
standard
Differences – Pre-Design
 Owner Project Requirements (OPR)
 Degree of emphasis
 Who develops it
 Detail/Criteria
 Commissioning Budget
 Cx scope is defined by LEED, others vary
Design Phase
ACG
Review Design
Develop Cx
specifications
GSA
Review design
Develop Cx
specifications
Update Cx plan
Develop Cx plan
Retain CxA
Define equipment
and systems
Establish project
schedule
Incorporate Cx into
all team members
scope of work
Review OPR and
BOD
ASHRAE
Review design
Develop Cx specifications
Update Cx plan
 Define equipment and systems
 Define Cx milestones
 Communication protocols
 Create draft checklists
Develop BOD (14 criteria)
 Verify BOD follows OPR
Define training process (20 criteria items)
Establish criteria for systems manual
(much greater than LEED)
Roles & responsibilities in design
phase (18 criteria items)
Update OPR
Include in CDs - OPR and BOD
LEED
Review design
Develop Cx
specifications
Develop Cx plan
preferably in DDs (multiple
criteria items)
Design Phase Reviews
ACG
One review
GSA
Three reviews (Concept,
DD and CD)
Criteria
Commissionability
Maintainability
Equipment
performance vs DID
Completion of
documents
Criteria
Matrix of review
criteria for multiple
disciplines
ASHRAE
LEED
Can be multiple
reviews
One review and
backcheck
Criteria
Legibility and
completeness
Coordination between
disciplines
OPR/BOD
compliance
Review by sampling 10% to 20% samples
Criteria
Compliance with
OPR/BOD
Differences – Design Phase
 Number of reviews
 Review criteria
 Degree of detail
 Sampling (ASHRAE)
Cx Plan Elements – ACG and
ASHRAE
ACG
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Overview/scope
Identify Cx team
Reference CDs
Define meeting requirements
Define/describe system
readiness requirements
Start-up requirements
Functional testing requirements
Acceptance criteria
Training criteria
List deliverables to be included
in final report
Define sequence of Cx activities
ASHRAE
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Overview
Roles and responsibilities
Communication protocol
Description of Cx process
 Milestones
 Procedures
Procedures for handling OPR
variations
Define sampling procedures
List systems and equipment to
be Cx’d
Schedule of Cx
Test procedures
Cx Plan Elements - GSA
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Overview
General project data
Define Cx scope
List team contacts
Describe communication protocol
Describe Cx process by phase
List all required documents
Define schedule/sequence
Include:
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OPR/BOD
Cx specs
Design reviews
Submittal issues log
Construction checklists
Functional Performance Tests
Required test data reports
Requirements for O&M reviews, Training, Warranty activities
Cx Plan Elements - LEED
 Program overview
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Goals and objectives
General project information
Include OPR and BoD
 Describe Cx activities, including
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Shop drawing review process
Training review process
Systems manual process
End of Warranty review process
Systems to be Cx’D
 Identify Cx team
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Define roles and responsibilities
Communication protocol
Installation documentation forms and Functional test procedures
Standard deficiency/action item list forms
Acceptance criteria for systems
Construction Phase
ACG
GSA
ASHRAE
Review shop drawings
Review shop drawings
Review shop drawings
Update Cx plan
Develop and execute
installation checklists
Comply with OPR
Coord Cx process
 Integrate into construction
process
 Installed properly
 Conform to specs
Update Cx plan
Develop and execute*
and document
functional testing
Verify installation
Update Cx plan/checklists per OPR
Verify installation
Use PFCs or start-up
documents
Occurs at start-up
Silent on author of PFCs
Owner training*
Develop/update test procedures
Compile systems manual
Provide Cx record*
Deliver systems manual*
Meetings
Meetings – 15 criteria
 Ready for S/U
Site visits to monitor SVCs
Verify training*
S/U complete and documented
T&B complete with report
Point-to-point complete and
documented
Review shop drawings
(comply with OPR)
Schedule integration/coordination
Verify installation (who?)
Create SVCs
LEED
Execute FPTs to criteria – random
sampling*
Final report*
Differences – Construction Phase
 Installation verification
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Who authors checklists
When executed
 Reviews not consistently required
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O&Ms (ACG, LEED)
 Sampling (ASHRAE)
 Systems Manual (ASHRAE, LEED)
Acceptance Phase
ACG
Execute FPTs
GSA
Owner training
Document performance
Execute FPTs
Verify T&B Report
Coordinate and
schedule training
Provide Cx
record
ASHRAE
Deliver systems
manual
Verify training
Execute FPTs
LEED
Execute FPTs
Document performance
Deliver systems
manual
 Document
10 criteria
Verify training process
 Random sampling
Videotape training
Verify training
Final report
Update systems
manual
Complete/issue final
report
Differences – Acceptance Phase
 Training – Videotaping (ACG)
 Verify T&B Report
 Sampling (ASHRAE)
 Systems Manual (ASHRAE, LEED)
Post-Occupancy Phase
ACG
GSA
ASHRAE
Opposed Season
FPTs
Opposed Season
FPTs
Opposed season
FPTs
Final Cx Report
End of warranty
review of system
operation/LL
Use CxA to minimize
callbacks
Ongoing guidance
Final Cx Report
Document lessons
learned
Revised/updated
final Cx report and
systems manual
LEED
End of warranty
review of system
operation/LL
Final Cx Report
Differences – Post-Occupancy
 Opposed season (LEED)
 End of warranty review
 ASHRAE scope (difficult to quantify)
Questions and Answers
Thank You!