Commissioning. National Training for Commissioning, Presented By Paul Sra and Mike Cavan
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1 Commissioning National Training for Commissioning, 2006 Presented By Paul Sra and Mike Cavan 1
2 Scope of Presentation Commissioning overview Commissioning requirements for LEED Standard Roles and responsibilities of key persons for projects in regard to commissioning Commissioning process and its deliverables Case studies 2
3 What is Commissioning? ASHRAE defines the commissioning process as a quality oriented process for achieving, verifying and documenting that the perforamnce of facilities, systems and assemblies meet the defined objectives and criteria Commissioning is a quality assurance process where verification against design criteria is carried out, and ensures that adequate documention and O & M training has been provided. 3
4 What is Commissioning? A planned program of activities that advances the built works from the earliest stages of the Planning Phase to a condition of full operation, meeting all objectives of commissioning as defined by the client s functional program and the design intent. Commissioning is documenting for future operations. 4
5 Commissioning Requirements for LEED Standards For any LEED project, there are 6 fundamental Cx items that must be followed to attain LEED Certification; Engage a Cx Manager/Commissioning Authority Review Design Intent & other Design documentation. Include Cx requirements in Construction Specifications Develop & utilize a Cx Plan Verify installation, functional performance, training & Cx documentation Provide a final Cx report at the end of the project 5
6 Securing the Additional Commissioning Credit in The LEED System In addition to fundamental building Commissioning, an additional commissioning related point could be achieved: Commissioning Authority independent of the design team shall conduct a peer review of the design development, construction documents and contractor s submittals such as shop drawings. Provide a single manual containing all information required for re-commissioning the bldg. system Conduct a near end of warranty and plan to address occupant concerns 6
7 Why do we Commission? We Commission in order to provide a smooth transition from construction of the built works to an operational state. 7
8 Level /Extent of Commissioning In order to manage the cost and result of the commissioning process, owners must consider the following three basic questions: What systems should be commissioned What tasks should be completed in order to commission each system Who should be responsible for each task. Other factors: Type of project- new construction, fit-up, general purpose office, laboratory, Heritage Facility 8
9 Level/Extent of Commissioning (cont.) Complexity of project: Is it a Floor fit-up or Level 3 Lab - HVAC Containment / Fumehoods / Biological Safety Cabinets Profile of project LEED Certification 9
10 Commissioning of Total Building Systems Vertical Transportation Building Envelope Building Automation System (BAS) Integrated Mechanical & Electrical Electrical Distribution Facility Architectural Roof system, curtain wall system Integrated Security Life Safety Systems Indoor Environment Emergency Power Generation Heating & Cooling Plant 10
11 Benefits of Commissioning 1) Comprehensive understanding of Client s needs (such as functional and operational requirements) 2) Reduce tenant complaints and reduce O&M costs (by providing appropriate systems & equipment considering maintainability) 3)Indoor air quality parameters verified 4) Protection of health & safety of occupants (e.g. verification of Fire protection, life safety systems, security & operation of facility) 11
12 Objectives of Commissioning (Cont d) 5) Meet established energy budgets 6) Facilitates quality of construction and installation 7) Comprehensive training and documentation 8) Reduce risk of system failure/shutdown 12
13 When does Commissioning start? Commissioning starts at the planning phase and continues throughout all phases of the project. Commissioning supports total quality assurance in the design and development of facilities to meet client s needs. 13
14 Commissioning Activities in the PDS: Who is Involved Commissioning involves an integrated team comprising of: The Owner/Client The Project Manager The Commissioning Manager / Authority The Designer (Consultant) The Contractor Property Manager 14
15 Owner / Client Responsibilities Provides program requirements (technical & functional) Defines performance objectives & standards (technical data sheets) Sets Budgets & Schedules (milestones) Participates in selective Performance Tests Attends Training Participates to Interim acceptance process 15
16 Project Manager Responsibilities Overall responsibility for delivery of the project (of which Commissioning is part) Manages: - Contracts (consultants, contractors, client). - Relationship (Professional and Technical Services, Owner, Consultants, Commissioning Manager, Contractors, Property Manager. - All funding. 16
17 Coordinates Commissioning activities with the project team Commissioning Manager / Authority Responsibilities Carries out Quality Assurance on behalf of the Owner / Investor, Project Manager & Property Manager Reviews Commissioning Plan to ensure that plan is tailored to facility requirements Manages Commissioning process. 17
18 Commissioning Manager / Authority Responsibilities (Cont d) Reviews: and accepts Designer developed Cx specifications which include check sheets and functional performance tests. Design Intent & Concept drawing Design progress drawings (33%,66%,99%,100% & tender drawings) O&M Manuals Witnessing of equipment, system & Integrated & system performance tests 18
19 Design Consultant Responsibilities Liable and accountable Develops the Commissioning Plan Produces the Commissioning manual and Design Intent Develops the Commissioning Specifications Develops the Training Plan Develops the Commissioning forms (PI/PV & checklists) Develops and certifies the functional performance tests 19
20 Design Consultant Responsibilities (Cont d) Administers and reports on the commissioning process with the Contractor Provides approvals on verifications and testing Witnesses testing (as required) Assists in documentation turnover 20
21 General Contractor Responsibilities Accountable contractually Executes the commissioning deliverables as defined in the contract documents Develops the Commissioning schedule Refines the Commissioning Plan Executes & documents the functional performance (tests) Prepares & submits the O&M manual, training, asbuilts, warranties 21
22 Property Manager Responsibilities Receives the facility once project is complete Receives all documents required for operation Manages the facility Implements the Management Plan (BMP, MMS, Service contracts) Operates the facility through out its useful life 22
23 The Commissioning Process-1 * The Commissioning Process is based on the National Project Management System (NPMS) Project Inception -Definition phase Project Identification Initiation phase Feasibility phase Analysis phase Identification Close -out phase 23
24 The Commissioning Process-2 * The Commissioning Process is based on the National Project Management System (NPMS) Project Delivery stage Planning phase Design phase Implementation phase Delivery Close-out phase 24
25 Commissioning Activities in the NPMS Project inception/project identification stage Owner identifies the project s operational and functional requirements as well as sets budgets and milestones Establishes Commissioning needs Project Inception Project Identification Project Delivery Definition Initiation Feasibility Analysis Identification Close-out Planning Design Implementation Close-out Project Management Commissioning Process 25
26 Commissioning Activities in the NPMS Project Delivery - Planning phase A list of Commissioning deliverables is identified and is included in the consultant brief (RFP, scope of work) This includes definition of building O&M and user requirements A Commissioning Manager (for the project) is appointed Project Inception Project Identification Project Delivery Definition Initiation Feasibility Analysis Identification Close-out Planning Design Implementation Close-out Project Management Commissioning Process 26
27 Commissioning Activities in the NPMS Project Delivery stage Design phase Develop design intent Preliminary O&M and energy budget Prepare Preliminary Commissioning Plan to meet facility requirements & users needs within the facility Project Inception Project Identification Project Delivery Definition Initiation Feasibility Analysis Identification Close-out Planning Design Implementation Close-out Project Management Commissioning Process 27
28 Commissioning Activities in the NPMS Project Delivery stage Implementation phase Develop Building Management Manual Review design to ensure facility needs have been addressed Project Inception Project Identification Project Delivery Definition Initiation Feasibility Analysis Identification Close-out Planning Design ImplementationClose-out Project Management Commissioning Process 28
29 Commissioning Activities in the NPMS Project Delivery stage Implementation phase Finalize commissioning plan Develop specification and performance verification forms to permit effective Commissioning of the facility. Project Inception Project Identification Project Delivery Definition Initiation Feasibility Analysis Identification Close-out Planning Design ImplementationClose-out Project Management Commissioning Process 29
30 Commissioning Activities in the NPMS Project Delivery -Implementation phase Develop a Training Plan to meet the requirements of the facility operators. Provide input to requirements for the construction phase and establishes an O&M budget Project Inception Project Identification Project Delivery Definition Initiation Feasibility Analysis Identification Close-out Planning Design ImplementationClose-out Project Management Commissioning Process 30
31 Commissioning Activities in the NPMS Project Delivery -implementation phase Provide input to requirements for the construction phase and establishes an O&M budget Project Inception Project Identification Project Delivery Definition Initiation Feasibility Analysis Identification Close-out Planning Design ImplementationClose-out Project Management Commissioning Process 31
32 Commissioning Activities in the NPMS Project Delivery stage implementation Review the Building System Shop Drawings for O&M Develop the Commissioning Schedule Finalize the Commissioning Plan Project Inception Project Identification Project Delivery Definition Initiation Feasibility Analysis Identification Close-out Planning Design ImplementationClose-out Project Management Commissioning Process 32
33 Commissioning Activities in the NPMS Project Delivery stage implementation phase Completion of Product Information/ Performance Verification(PI/PV) forms Site Co-ordination Meetings Project Inception Project Identification Project Delivery Definition Initiation Feasibility Analysis Identification Close-out Planning Design ImplementationClose-out Project Management Commissioning Process 33
34 Commissioning Activities in the NPMS Project Delivery stage implementation phase Complete the installation checklist O&M Manuals As-Built drawings Warranties Project Inception Project Identification Project Delivery Definition Initiation Feasibility Analysis Identification Close-out Planning Design ImplementationClose-out Project Management Commissioning Process 34
35 Commissioning Activities in the NPMS Equipment, systems and integrated systems commissioning tests are performed and witnessed Operational and Maintenance Manual(s) are completed Finalize Building Management Manual Ensure Commissioning deliverables are provided Interim acceptance is recommended to the Project Manager Ensure training of O&M staff is completed Project Inception Project Identification Project Delivery Definition Initiation Feasibility Analysis Identification Close-out Planning Design ImplementationClose-out Project Management Commissioning Process 35
36 Commissioning Activities in the NPMS Project Delivery stage closeout phase -1 Complete all deferred commissioning tests & activities Assist in the fine tuning of systems Complete all outstanding design and construction (contractual) deficiencies relating to O & M issues Recommend final acceptance to the project manager Project Inception Project Identification Project Delivery Definition Initiation Feasibility Analysis Identification Close-out Planning Design Implementation Close-out Project Management Commissioning Process 36
37 Commissioning Activities in the NPMS Project Delivery stage closeout phase-2 Project Team evaluation of lessons learned Assist the project manager in preparation of the final evaluation report Project Inception Project Identification Project Delivery Definition Initiation Feasibility Analysis Identification Close-out Planning Design Implementation Close-out Project Management Commissioning Process 37
38 Summary - Commissioning Deliverables Commissioning Plan Design reviews for O&M impacts Design Intent / System Operating Manual Commissioning Specifications 38
39 Summary - Commissioning Deliverables (Cont d) Commissioning Performance testing (PI/PV & checklists) Commissioning schedule Training Operation and Maintenance manuals(o&m) As-Built drawings Warranty (Documentation) 39
40 Commissioning: Return on Investment Can reduce operational & maintenance costs (through effective recommendation in the selection of equipment) Results in a product delivery with fewer deficiencies Reduces tenant complaints Reduces operational surprises Operational savings offset commissioning costs in one to two years Extended lifecycle on equipment Reduces changes during and after construction 40
41 Cx Case Study Not Commissioned 41
42 Cx Case Study Not Commissioned 42
43 Retro Commissioning EMCS & Lighting Systems Objectives; Identify energy deficiencies Optimization of systems Identify HVAC IAQ issues 43
44 Retro Commissioning Constructed early 70 s Existing mechanical systems EMCS approx. 10 years old Lighting system approx. 6 years old 44
45 Retro Commissioning Involved Operations Staff Involved the EMCS / Lighting Service providers Involved the field device maintainer Will involve an Energy Engineer 45
46 Retro Commissioning Verifications performed on EMCS; Field sensors and devices Sequence of operations under normal / Emer. procedures. Trending of systems 46
47 Retro Commissioning Key EMCS Issues Identified; Damper performance / calibrations VSD 100% most of the time Induction units 27% failure rate. Pneumatic devices / transducer compatibility 34% failure rate Operator Training 47
48 Retro Commissioning Major Building Issues; Stack effect Age of existing equipment Change in occupancy (space optimization) Minor fit-ups in building over the years 48
49 Retro Commissioning Lighting System; Areas of Interest Review current system operation and documentation Identify Maintenance Issues Identify energy saving potentials Cx of lighting system controls and devices 49
50 Retro Commissioning Key Lighting system Issues Clock was not recognizing weekends and holidays. DOS based Operator interface Failed relays Additional Feature lights not on system Daylight Harvesting Change-out of tubes Operator Training 50
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