Risk Management. What do I want on my SATs? Wayne A. Dunn PE

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1 Risk Management What do I want on my SATs?

2 Why are there SAT s? College Board 1901-purpose eliminate bias 1926: Became Scholastic Aptitude Test 1930: arithmetic added then subtracted in : math back in 1990: name-scholastic Assessment Test 1994: name change to SAT 2005: writing section added 2007: some want to abolish

3 What do they guarantee? Stanford, MIT, UofA? Football? Julliard? readin, ritin, rithmatic

4 Why is there Commissioning? Hard Facts about Soft Costs Construction Productivity Improved Technology Advanced Significantly Fees Based on Outdated Metrics (% or $/S.F) Reduced # Professional Hours on Project Commissioning Program Drivers Unhappy Owners Demand Side Management Leadership Energy & Environmental Design

5 Why is Commissioning in LEED? Greenwash (Wikipedia) 99% of 1,018 Products Sinned (TerraChoice( TerraChoice) Six Sins of Greenwash Hidden Tradeoff (efficient mercury) No Proof (26% trust me ) Vagueness (never mind the arsenic) Irrelevance (no PCB s so so what) Lesser of Two Evils Fibbing

6 Where is Commissioning in LEED? Sustainable Sites (8 credits/14 points) Water Efficiency (3 credits/5 points) Energy & Atmosphere (6 credits/17 points) Materials and Resources (7 credits/13 points) Indoor Environment Quality (8 credits/15 points) Innovation and Design (2 credits/5 points) Total Available (34 credits/69 points)

7 How does LEED Commission? Credit Prerequisite 1: Fundamental Cx of Energy Systems Prerequisite 2: Minimum Energy Performance Prerequisite 3: Fundamental Refrigerant Mgt. Points Required Required Required Credit 1: Optimize Energy Performance Credit 2: On-Site Renewable Energy 1-3 Credit 3: Enhanced Commissioning 1 Credit 4: Enhanced Refrigerant Management 1 Credit 5: Measurement and Verification 1 Credit 6: Green Power 1 Total Points Available 17

8 LEED Enhanced Commissioning Process Qualified Authority OPR BOD Design Review Commissioning Spec.s Commissioning Plan Submittal Review Systems Manual Process (cont d) Verify Training Commissioning Report Warranty Review Systems HVAC & R Lighting & Daylighting Domestic Hot Water Renewable Energy Systems

9 Process & System Risks Process Risk Greenwash Lying Fibbing Greenhorn Knowledge Leadership Issues Underbid Timid Discipline Scope System Risk What s s in Scope How Deep is Scope What s s in LEED What s s not in LEED Unproven Technology

10 CONTRACTOR QUALITY CONTROL Source Inspection i.e. Factory Visits/Tests Pre-Work Meeting Confirm Procedures Initial Inspection Follow-Up Inspection After Install Complete Resolve Issues Initial Testing & Start-up Applied Process & Paperwork Discipline COMPONENT VERIFICATION Component Verification Sheets Cx produces/ Eng. Reviews ("White" copy) Shop Drawing Data Contractor Completes ("White" copy) Cx Incorporates Shop drawing Data ("Blue" copy) Contractor Completes Field Data ("Blue" copy) Cx audits Blue sheets Yes Approved sheets printed as final sign off. ("Green"copy) "Green" sheets incorporated into Cx manual. No No SYSTEM VERIFICATION No Review and accept? System Verification Tests Cx produces/ Eng. Reviews ("White" copy) Cx produces "Blue" test. ("Blue" copy) Contractor conducts preliminary tests. ("Blue" copy) Preliminary test data forwarded to Cx Test results accepted by Cx Yes No Test results accepted by Owner Yes Yes Green sign off test is produced by Cx "Green" tests incorporated into Cx manual. No No INTEGRATED SYSTEM VERIFICATION No Review and accept? Integrated System Tests Cx produces/ Eng. Reviews ("White" copy) Cx produces "Blue" test. ("Blue" copy) Contractor conducts preliminary tests. ("Blue copy) Preliminary test data forwarded to Cx Test results accepted by Cx Yes No Test results accepted by Owner No Yes Green sign off test is produced by Cx "Green" tests incorporated into Cx manual. Cx manuals are turned over to the Owner. FIGURE #3 - COMMISSIONING DATA MANAGEMENT FLOW CHART

11 Managing Problems (Issues) Issue Identification Issue Types: Level 1 Test can not proceed until resolved Level 2 Portions of test can not be checked Level 3 Does not prevent testing (Punch list) Track & Manage on web-based based data system Don t t make more problems than you solve. Things may not be a big as you think.

12 Prepare for the Unexpected Procedure to update test Test Version control is crucial Changes must occur well in advance of test Procedure to handle deviations during test Scope modifications Add unexpected tests Audit contractor quality control Oversee third party testing Document control items not commissioned

13 Outside Air Supply Air Handling Unit Cooling Coil Fan Variable Air Volume Box Bob's Area 1 Cooling Tower 3 Chilled Water Valve VFD 2 7 VFD Primary Chilled Water Pump Chiller 5 6 Cooling Tower Bypass Valve Systems 4 Manual VFD

14 Sustained not Validated In LEED Application Probably in OPR & Basis of Design Not in Commissioning Scope Sustainable Site Envelope Integrity Water Efficiency Consumption Re-use

15 Sustainable Site: Brownfield

16 Green Roof & Stormwater

17 Water Efficiency

18 Water Efficiency: Applied

19 Envelope

20 Envelope Revealed

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23 LEED r LESS Powerless Power Ground Data/Telecomm/Security Burnout Fire Alarm Fire Protection Cheap Toys Elevator Docks, Lifts Fume Hoods

24 Power Distribution Buss Duct Overheat Check Connections Damage

25 Power Distribution Circuit Overheat Check Connections Inspect Breaker

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28 Fire Alarm Example (Bryan Welsh, Keithly Welsh Associates, Inc.) 290K Sq. Ft. Facility 162 Smoke & Fire/Smoke Dampers 103 of them had problems Fire sprinkler system also had problems System accepted by Fire Marshall

29 Atrium Smoke Control Guideline (RA 2001) -- Commissioning Smoke Management Systems

30 Elevator: Tower of Americas Elevator Failures (partial) 10 published failures 3 in last few years Jan. 11, people trapped 45 minute period No reason given for failure Restaurant at Top Apparently food is good

31 Decisions, Decisions, Decisions M in. Risk / M ax. $ Risk Management M oderate Risk/ $ M ax. Risk / M in. $ All Mech., Elec. & Envelope Mech. & Elec. HVAC & Power HVAC TAB & Controls Increasing Scope TAB Code Compliant Design Construction Start-up & Acceptance Turnover No Commissioning

32 Evaluate Risk and Risk Tolerance System Driven Risk Factor Availability Downtime Single point LEED Driven Key element Energy rating M & V

33 Decide Scope Early: No Surprises Phase 1 Expression Of Interest Phase 2 Concept Design Phase 3 Design Development Phase 4 Construction Phases 5&6 Occupancy & Monitoring Diminishing degree of control Actual Project Cost Expenditure Capital Profile Expenditure (approx..) Professional Fees Commissioning Involvement Time

34 Mission: Risk Managed Value Invest in Understanding & Evaluating Risk What do you expect from SAT s? Detail Scope and Scope Depth What subjects do you want on your SAT s? What grade will you be happy with? Establish & Use Contingency Discover you got trouble with Composition!