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1 Commissioning Commissioning National Training for Commissioning , 2006 Presented By Paul Sra and Mike Cavan

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1

CommissioningCommissioning

National Training for Commissioning , 2006

Presented By Paul Sra and Mike Cavan

2

Scope of PresentationScope 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

3

What is Commissioning?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.

4

What is Commissioning?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.

5

Commissioning Requirements forLEED 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

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

7

Why do we Commission?Why do we Commission?

• We Commission in order to provide a smooth transition from construction of the built works to an operational state.

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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 systemWho should be responsible for each task. Other factors: Type of project- new construction, fit-up, general purpose office, laboratory, Heritage Facility

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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

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IntegratedSecurity

IndoorEnvironment

Heating &

CoolingPlant

Life SafetySystems

ElectricalDistribution

ArchitecturalRoof system, curtain wall system

IntegratedMechanical

&Electrical

BuildingEnvelope

BuildingAutomation

System(BAS)

VerticalTransportation

Facility

Commissioning of Total Building Systems

EmergencyPower

Generation

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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)

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Objectives ofCommissioning (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

13

When does Commissioning start?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.

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

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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

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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.

Project Manager Responsibilities

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• Coordinates Commissioning activities with the project team

• 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.

Commissioning Manager / AuthorityResponsibilities

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Commissioning Manager / AuthorityResponsibilities (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

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Design ConsultantResponsibilitiesDesign ConsultantResponsibilities

• 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

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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

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• 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, as-builts,

warranties

General Contractor Responsibilities

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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

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The Commissioning Process-1 *The Commissioning Process-1 *

The Commissioning Process is based on the National Project Management System (NPMS)• Project Inception Stage-Definition phase

• Project Identification Stage

Initiation phase

Feasibility phase

Analysis phase

Identification Close -out phase

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The Commissioning Process-2 *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

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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 needsProject Inception

StageProject Identification

StageProject Delivery

Stage

Definition Initiation Feasibility Analysis IdentificationClose-out

Planning Design Implementation Close-out

Project Management

Commissioning Process

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Commissioning Activities in the NPMS

Project Delivery Stage- 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 appointedProject Inception

StageProject Identification

StageProject Delivery

Stage

Definition Initiation Feasibility Analysis IdentificationClose-out

Planning Design Implementation Close-out

Project Management

Commissioning Process

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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 InceptionStage

Project IdentificationStage

Project DeliveryStage

Definition Initiation Feasibility Analysis IdentificationClose-out

Planning Design Implementation Close-out

Project Management

Commissioning Process

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 InceptionStage

Project IdentificationStage

Project DeliveryStage

Definition Initiation Feasibility Analysis IdentificationClose-out

Planning Design ImplementationClose-out

Project Management

Commissioning Process

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 InceptionStage

Project IdentificationStage

Project DeliveryStage

Definition Initiation Feasibility Analysis IdentificationClose-out

Planning Design ImplementationClose-out

Project Management

Commissioning Process

30

Commissioning Activities in the NPMS

Project Delivery Stage-Implementation phase • Develop a “Training Plan” to meet the requirements of the facility operators.•Provide input to requirements for the construction phase andestablishes an O&M budget

Project InceptionStage

Project IdentificationStage

Project DeliveryStage

Definition Initiation Feasibility Analysis IdentificationClose-out

Planning Design ImplementationClose-out

Project Management

Commissioning Process

31

Commissioning Activities in the NPMS

Project Delivery Stage-implementation phase•Provide input to requirements for the construction phase andestablishes an O&M budget

Project InceptionStage

Project IdentificationStage

Project DeliveryStage

Definition Initiation Feasibility Analysis IdentificationClose-out

Planning Design ImplementationClose-out

Project Management

Commissioning Process

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 InceptionStage

Project IdentificationStage

Project DeliveryStage

Definition Initiation Feasibility Analysis IdentificationClose-out

Planning Design ImplementationClose-out

Project Management

Commissioning Process

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 InceptionStage

Project IdentificationStage

Project DeliveryStage

Definition Initiation Feasibility Analysis IdentificationClose-out

Planning Design ImplementationClose-out

Project Management

Commissioning Process

34

Commissioning Activities in the NPMS

Project Delivery stage –implementation phase

• Complete the installation checklist• O&M Manuals• As-Built drawings• Warranties

Project InceptionStage

Project IdentificationStage

Project DeliveryStage

Definition Initiation Feasibility Analysis IdentificationClose-out

Planning Design ImplementationClose-out

Project Management

Commissioning Process

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 InceptionStage

Project IdentificationStage

Project DeliveryStage

Definition Initiation Feasibility Analysis IdentificationClose-out

Planning Design ImplementationClose-out

Project Management

Commissioning Process

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 InceptionStage

Project IdentificationStage

Project DeliveryStage

Definition Initiation Feasibility Analysis IdentificationClose-out

Planning Design Implementation Close-out

Project Management

Commissioning Process

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 InceptionStage

Project IdentificationStage

Project DeliveryStage

Definition Initiation Feasibility Analysis IdentificationClose-out

Planning Design Implementation Close-out

Project Management

Commissioning Process

38

Summary - Commissioning Deliverables

Summary - Commissioning Deliverables

• Commissioning Plan

• Design reviews for O&M impacts

• Design Intent / System Operating Manual

• Commissioning Specifications

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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)

40

Commissioning: Return on Investment

Commissioning: Return on Investment

•Can reduce operational & maintenance costs(through effective recommendation in the selection ofequipment)

•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

41

Cx Case Study – Not Commissioned

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Cx Case Study – Not Commissioned

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Retro Commissioning

• EMCS & Lighting Systems• Objectives;

– Identify energy deficiencies– Optimization of systems– Identify HVAC IAQ

issues

44

Retro Commissioning

•Constructed early 70’s

•Existing mechanical systems

•EMCS approx. 10 years old

•Lighting system approx. 6 years old

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Retro Commissioning

• Involved Operations Staff• Involved the EMCS / Lighting

Service providers• Involved the field device

maintainer• Will involve an Energy Engineer

46

Retro Commissioning

Verifications performed on EMCS;• Field sensors and devices• Sequence of operations under normal /

Emer. procedures.• Trending of systems

47

Retro Commissioning

Key EMCS Issues Identified;• Damper performance / calibrations• VSD’s @ 100% most of the time• Induction units – 27% failure rate.• Pneumatic devices / transducer

compatibility – 34% failure rate • Operator Training

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

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

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