McMac Cx 38786468 Commissioning – ASHRAE Guided M03-38786468

McMac Cx 38786468 Commissioning – ASHRAE Guided M03-38786468 David MacLean FSA, BCxP, LEED AP BD&C, WELL AP August 15, 2018

Credit(s) earned on completion of this course 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 course 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 of construction or any method or manner of handling, using, distributing, or dealing in any material or product. Questions related to specific materials, methods, and services will be addressed at the conclusion of this presentation.

Course Description As an integral part of the Integrated Design Process, commissioning provides the process, verification and documentation of success. This presentation will examine the effective integration of the commissioning process into the Design, Construction and Operation of projects and the specific requirements needed to comply with the 2015 IECC. Specific emphasis will be given to the new ASHRAE Building Commissioning Professional (BCxP) certification and how the ASHRAE Houston Chapter will facilitate the adoption of mandatory commissioning process within our region to Owners, Architects, Engineers, Contractors and Code Officials.

Learning Objectives At the end of the this course, participants will be able to: 1. Understanding current mandatory and voluntary commissioning requirements. 2. Understand the interaction between the Commissioning Provider, Owner, Architect, Engineer, Contractors, Vendors, AHJ and Facility Operators and Tenants, and how all Stakeholder impact healthy and efficient buildings. 3. Understand specific commissioning deliverables and how those milestones create opportunities to minimize project risks and increase building owner and tenant profits. 4. Understand how the new ASHRAE Building Commissioning Professional certification adds value to the Integrated Design Delivery process.

Mission Statements ASHRAE : To advance the arts and sciences of heating, ventilation, air conditioning and refrigeration to serve humanity and promote a sustainable world. Texas PE: Our mission is to protect the health, safety and welfare of the people of Texas by regulating and advancing the practice of engineering through licensure of qualified individuals, compliance with the laws and rules, and education about professional engineering. Building Officials Association of Texas (B.O.A.T.) To provide an association of professionals that are involved with construction code enforcement and development, with the goal to enhance public health, safety and welfare by establishing and encouraging higher standards of uniformity and efficiency in administering and enforcing the adopted building construction and maintenance codes and related ordinances. To cultivate a more practical knowledge of modern building materials, methods and technology.

Commissioning “A quality-focused process for enhancing the delivery of a project. The process focuses upon verifying and documenting that all of the commissioned systems and assemblies are planned, designed, installed, tested, operated, and maintained to meet the Owner's Project Requirements.” ASHRAE Standard 202-2013

Commissioning The Commissioning Process assumes that owners, programmers, designers, contractors, and operations and maintenance entities are fully accountable for the quality of their work. The Commissioning Process begins at project inception (during the PreDesign Phase) and continues for the life of the facility (through the Occupancy and Operations). ASHRAE Standard 202-2013

Building Commissioning Transparency

References ASHRAE Standard 202-2013 -- Commissioning Process for Buildings and Systems ASHRAE Guideline 0-2013 -- The Commissioning Process ASHRAE Guideline 1.1-2007 -- HVAC&R Technical Requirements for The Commissioning Process ASHRAE Guideline 1.5-2017 -- The Commissioning Process for Smoke Control Systems WBDG - Whole Building Design Guide - NIBS

Organizations ASHRAE BCxA - Building Commissioning Association NIBS -National Institute of Building Sciences AEE - Association of Energy Engineers

Specifications 01 90 00 Commissioning 01 91 13 General Commissioning Requirements 01 91 19.43 Exterior Enclosure Commissioning 01 91 19.73 Roofing Commissioning 07 08 00 Commissioning of Thermal Moisture Protection 08 08 00 Commissioning of Openings 21 08 00 Commissioning of Fire Suppression 22 08 00 Commissioning of Plumbing 23 08 00 Commissioning of HVAC 25 08 00 Commissioning of Integrated Automation 26 08 00 Commissioning of Electrical Systems 27 08 00 Commissioning of Communications 28 08 00 Commissioning of Electronic Safety and Security

Building Codes and Standards Building Codes – Building, Mechanical, Plumbing, Electrical Energy Codes – Energy Code (IECC-2015), ASHRAE Standard 90.1 Green Codes and Programs – International Green Construction Code (IGCC-2015) – ASHRAE 189.1 Standard for Deign of High Performance Green Buildings – LEED, Green Globes, Living Building Challenge, 2030 Challenge, Etc. – Local Green Codes

Commissioning Benefits Identifies Unfinished MEPF Systems Follows Detailed Process for Building Turnover Complex and Powerful Systems Are Tested Confirms Building Performance (Energy, Water, Health & Productivity) Sets Up Sustainable Long Term Performance of the Facility (Systems Manual) Continuously Monitor Performance, IAQ, Productivity, Etc. Accreditation Requirements (i.e. JCAHO, Tier 4 Data Center, LEED EBOM)

Checks & Balances Wild West No Zoning, No Inspections, High Risk to Life Guides / Standards Recommendations of best available practices ASHRAE UL Codes (AHJ / CA / Cx) Standards Codified (Seatbelts, Step Height, Fire. Life & Safety Mandatory Disclosure& Transparency (Nutrition Labels, Materials) Specifications (Checked by CA / Cx) Firms internalize Codes and Standards Firms believe in the right Standard of Care Produce a better Value than Completion and Minimum Base Code Certifications (All Use Some Form of Verification) Above Minimum Base Code Voluntary? Innovators and Leaders

ASHRAE Houston - Commissioning Committee Mission: The mission of the ASHRAE Houston Commissioning (Cx) Committee is to accelerate the implementation of the Commissioning Process seamlessly into the Design, Construction and Operation of the Texas built environment. Goals ( 120 days) 1) Educate Owners, Designers, Contractors and Code Officials (AHJ) on newly adopted 2015 International Energy Conservation Code (IECC) mandatory Commissioning requirements. a. Reach out to all Texas Cx Providers, Cx Certification Organizations, USGBC, SPEER, and other interested professional organizations to solicit participation (In Progress), b. Create a standardized slideshow presentation on 2015 IECC mandatory Cx requirements for participating Cx Providers to use in educating stakeholders (Done), c. Create a video recording of slideshow presentation on 2015 IECC mandatory Cx requirements for participating Cx Providers to distribute (In Progress), d. Create standardized forms for Owners, Designers, Contractors and AHJ to use in tracking project Cx milestones (Done). e. Organize mass education campaign to launch ASAP (In Progress), f. Create Sample Cx Pre-Functional Checklists, Functional Performance Tests, Cx Issues Log, Responsibility Matrix, Process Flow Charts and Final Reports for inclusion on ASHRAE Houston Website, under “Quick Links - Cx Resources” Tab.

LEED v3 LEED v4 Present Day

LEED vs. 2015 IECC LEED LEEDv4 v4BD C: BD C: ASHRAE ASHRAE90.1 90.1 (2010) (2010) 2015 2015IECC: IECC:ASHRAE ASHRAE90.1 90.1(2013) (2013) 2018

Looking to the Future – codes moving to Zero Net Energy 15% better would be 25 kBtu/sf-yr From: Energy and Ener gy Cost Savings Analysi s of the 2015 IECC for C ommercial Buildings pr epared for the U.S. Dep artment of Energy Aug ust 2015 Estimated site EUI for a one or two story building in our area to achieve ZNE is 21 kBtu/sf-yr.

New Building Commissioning Process Design Phase Discovery Process Pre-Construction Meeting Develop Draft Cx Plan Cx Coordination Kickoff Meeting Kickoff Meeting with Team OPR and BOD Review Research Preventive Maintenance System Eqpt Data Reqmts Training Plan Development with O&M Staff Equipment Training Plans Review Design Reviews TAB Execution Plan Review Update OPR/ BOD to Reflect Design Evolution Develop Sample Test Procedures & Checklists for inclusion in Final Cx Specification Section Controls Coordination Meeting Populate Preventive Maintenance Program with Eqpt Data & Work Orders Develop and Finalize Test Procedures & Checklists based on Approved Submittals & O&M Manuals Pre-Bid Meeting Schedule Equipment Training Sessions & Functional Testing Warranty Phase Conduct Deferred Functional Performance Tests Submit Field Reports Prepare Systems Manual Cx Scheduling Meeting Submittal Review Draft Cx Specification Equipment Training Coordinate Systems Training O&M Manual Review Periodic Cx Coordination Mtgs Acceptance Phase Construction Phase Generate Commissioning Issues Log N Pass? Review Controls and TAB Reports Periodic Cx Coordination Meetings Issues Tracking and Resolution N Pass? Periodic Construction Team Meetings Contractor Corrects Deficiencies Contractor Corrects Deficiencies Y Construction and Key Contractor Test Observation/ Field Reports Pre-functional Checklists Complete Warranty Phase Operational Support Periodic Field Record Dwg Review Construction Phase Documentation Review Update OPR/ BOD to Reflect Construction Phase Changes Conduct Functional Performance Tests Generate a Commissioning Issues Log (CIL) Documenting each Deficiency CIL Tracking and Resolution Submit Field Reports N Pass? 10 Month Warranty Review Amend Final Cx Report/ Systems Manual Y Final Commissioning Report Post Warranty Phase Post-Warranty Phase Operational Support Contractor Corrects Deficiencies As-Built Review Y

Cx Process and IPD

Commissioning Agent’s Role Owner & Architects: Independent Trusted Advisor Leading the Commissioning Team & Process Bring Expertise and Technical Resources Facilitate Collaboration and Partnership Involve the Owner’s Facilities Operations Staff Provide Continuous Building Improvement Provide Continuous Third-Party Verification of Performance, Health & Productivity Goals

What Systems are Commissioned? Emergency Power Lighting Building Automation Fire Alarm Security Building Envelope Air Distribution Renewable Energy Chilled Water Heating Hot Water Steam Ventilation Plumbing Fire Protection Electrical Distribution

LEED vs. 2015 IECC LEED v3 Energy Model based on ASHRAE 90.1-2007 (Appendix G) LEED v4 Energy Model based on ASHRAE 90.1-2010 (Appendix G) Texas base code is IECC 2015 / ASHRAE 90.1-2013 Note: Section C102.1.1 allows the code official to deem a project using an “above code” program (including mandatory requirements) to be in compliance with the code. Neither LEED v3 nor LEED v4 would be considered “above code” compared to IECC 2015.

IECC 2015 Mandatory Provisions C402.5 Building Envelope – Air Leakage C403.2 Mechanical Systems Heating and cooling loads, Equipment sizing, HVAC equipment performance requirements C404 Service water heating equipment performance requirements C405.2 Lighting controls C405.3 Exit signs C405.4 Interior lighting power requirements C405.5 Exterior lighting power requirements C405.6 Electrical energy consumption [relating to metering for individual dwelling units] C405.7 Electrical transformers C405.8 Electrical motors

COMMISSIONING ENFORCEMENT The AHJ needs assurance that the required commissioning activities are completed before a permit is issued. The AHJ can request a copy of all the documents for review or rely on the approval and summary documents by the Commissioning Provider and Owner or owner’s representative. Project Requirements before permit – Designation of and approved Commissioning Provider – Commissioning requirements in the project documents – A copy of an acceptable commissioning plan

IECC 2015 Mandatory Provisions

AHJ Commissioning Requirements

Commissioning Close-Out Activities Final Commissioning Report (Transitioning from Contractor to Owner Facility Operation) Transfer of Knowledge / Ensuring Accurate CMMS / BIM Data Implementation Documented Baseline / Benchmark Operations Meaningful Systems Documentation O&M Data / Manuals TAB Final Report Systems Manual Training Program

IECC 2015 Mandatory Provisions

Health, Wellbeing & Productivity

Health Impact

Health, Wellbeing & Productivity

Building Envelope Commissioning Building Envelope is approximately 20% to 25% of construction cost Over 50% of Construction Litigation Related to envelope deficiencies Most prevalent causes: Incomplete implementation documents Failed joints between dissimilar systems Unfamiliar materials and methods – lack of training

ASHRAE Building Commissioning Professional (BCxP) The ASHRAE Building Commissioning Professional (BCxP) certification, is an ANSI-Accredited Personnel Certification Program under ISO/IEC 17024 (#1139), validates competency to lead, plan, coordinate and manage a commissioning team to implement commissioning processes in new and existing buildings. The BCxP certification has been recognized by the U.S. Department of Energy (DOE) as meeting the Better Buildings Workforce Guidelines (BBWG).

ASHRAE Houston - Commissioning Committee Mission: The mission of the ASHRAE Houston Commissioning (Cx) Committee is to accelerate the implementation of the Commissioning Process seamlessly into the Design, Construction and Operation of the Texas built environment. Goals ( 120 days) 1) Educate Owners, Designers, Contractors and Code Officials (AHJ) on newly adopted 2015 International Energy Conservation Code (IECC) mandatory Commissioning requirements. a. Reach out to all Texas Cx Providers, Cx Certification Organizations, USGBC, SPEER, and other interested professional organizations to solicit participation (In Progress), b. Create a standardized slideshow presentation on 2015 IECC mandatory Cx requirements for participating Cx Providers to use in educating stakeholders (Done), c. Create a video recording of slideshow presentation on 2015 IECC mandatory Cx requirements for participating Cx Providers to distribute (In Progress), d. Create standardized forms for Owners, Designers, Contractors and AHJ to use in tracking project Cx milestones (Done). e. Organize mass education campaign to launch ASAP (In Progress), f. Create Sample Cx Pre-Functional Checklists, Functional Performance Tests, Cx Issues Log, Responsibility Matrix, Process Flow Charts and Final Reports for inclusion on ASHRAE Houston Website, under “Quick Links - Cx Resources” Tab.

Cx Roles & Responsibilities

Cx Roles & Responsibilities

Other Drivers Impacting Transparency Focus on Health & Productivity Global Benchmarking Arc Performance Platform Lender Property Condition Assessments (Green ATSM) SEC “Sustainability” Filings Technology Disruptors: Accurate Real-Time Third-Party Audited IAQ Monitoring Accurate Submetering Third-Party Energy Optimization (Cloud Analytics) 59

Recap / Questions? / Thank You 1. Understanding current mandatory and voluntary commissioning requirements. 2. Understand the interaction between the Commissioning Provider, Owner, Architect, Engineer, Contractors, Vendors, AHJ and Facility Operators and Tenants, and how all Stakeholder impact healthy and efficient buildings. 3. Understand specific commissioning deliverables and how those milestones create opportunities to minimize project risks and increase building owner and tenant profits. 4. Understand how the new ASHRAE Building Commissioning Professional certification adds value to the Integrated Design Delivery process.

This concludes The American Institute of Architects Continuing Education Systems Course David MacLean FSA, BCxP, LEED AP BD&C, WELL AP President - McMac Cx [email protected] 713-857-6499