Commissioning Process

Presented By:
Rodelito “Dodo” J. Ocampo
Commissioning Flow
• Definition of Terms
• Brief History of Commissioning ² ³
• Commissioning Execution Plan¹
• Commissioning Test Plans (T&C Manual Vol. 1&2 2015)
• OIM Manual Checklist
• T&C Monitoring Format

References
 Definition of Terms
1. AABC - Associated Air Balance Council
2. AC – Accreditation Criteria
3. ACB - AABC Commissioning Group
4. ASHE - American Society for Healthcare Engineering
5. ASHRAE - The American Society of Heating, Refrigerating and Air-Conditioning Engineers
6. BCA – Building Commissioning Association
7. BPA – Bonneville Power Administration
8. CA - Commissioning Agent
9. CCC - California Commissioning Collaborative
10. CR - Contractor’s Site Commissioning Representative
11. Cx – Commissioning
12. DPR - Design Professional Representatives
13. ESR - Contractor’s Electrical Systems Representative
14. FM - Facility Manager Representative
15. GSA - General Services Administration
16. HVAC - Heating, Ventilation, and Air Conditioning
 Definition of Terms
17. IAS - International Accreditation Service
18. IeCC - International Energy Conservation Code
19. IgCC - International Green Construction Code
20. LEED - Leadership in Energy and Environmental Design
21. MSR - Contractor’s Mechanical Systems Representative
22. NCBC - National Conference on Building Commissioning
23. NEBB - National Environmental Balancing Bureau
24. O&M – Operations and Maintenance
25. PECI - Portland Energy Conservation Incorporated
26. PM - Contractor’s Site Project Manager
27. POR - Project Owner’s Representative
28. SMUD - Sacramento Municipal Utility District
29. TAB - Testing, Adjusting and Balancing
30. USGBC - US Green Building Council
31. NETA – National Electrical Testing Association
32. IEC - International Electro-technical Commission
 Brief History of Commissioning² ³

• 1977 – Public Works Canada starts to use Cx in its project delivery system
• 1984 – University of Wisconsin, Madison begins to offer Cx courses ASHRAE forms
Commissioning Guideline committee
• 1989 – ASHRAE publishes Guideline 1-1989 on the HVAC Cx process
• 1991 – BPA and PECI convene Cx Roundtables
• 1993 – Pacific Energy Center offers its first course on Cx 1st National Conference on Building
Commissioning (NCBC) hosted by SMUD
• 1994 – Executive Order 12902 requires a Cx program for Federal agencies U.S. Army Corps of
Engineers develops HVAC Commissioning Procedures
• 1996 – ASHRAE publishes Guideline 1-1996: The HVAC Commissioning Process
• 1998 – Building Commissioning Association (BCA) incorporated as a not-for-profit trade
association USGBC LEED® criteria includes Cx
• 2000 – CCC established to promote Cx in California
• 2002 – AABC publishes the AABC Commissioning Guideline and launches Cx certification
program
• 2004 – BCA launches certification program
 Brief History of Commissioning² ³

• 2005 – ASHRAE publishes Guideline 0-2005 AABC Commissioning Group (ACG) publishes the
ACG Commissioning Guideline and holds first Annual meeting
• 2005 – The US General Services Administration (GSA) publishes the Building Commissioning
Guide
• 2007 – North Carolina includes commissioning in a bill to increase energy efficiency in state
buildings
• 2008 – BCA publishes “Best Practices in Existing Building Commissioning”
• 2009 – USGBC LEED v3 - more Owners seek certification
• 2012 – 2012 International Green Construction Code (IgCC) 2012 International Energy
Conservation Code (IeCC) ICC G4-2012: Guideline for Commissioning LEED Version 4
• 2013 – ASHRAE Standard 202-2013 Standard 90.1-2013 – Energy Standard for Buildings Except
Low-Rise Residential Buildings IAS AC476
• 2014 – ASHRAE Standard 189.1 – Standard for the Design of High-Performance Green Buildings
• 2015 – 2015 International Energy Conservation Code (IeCC)
Commissioning Execution Plan¹
GOALS
Project meets Owner’s Project Requirements i.e. based on Design Intent and Code
Compliance
Prevents problems inexpensively through proactive quality techniques
Verifies and Validates installed systems are working correctly and benchmark
correct operation
Lowers Total Cost of Ownership and Life-cycle Cost for the Owner
Provides documentation and records on Design, Construction, and Testing to
facilitate effective Operations and Maintenance of facility for its entire life cycle

BENEFITS
Ensures Code Compliance
Provides efficient, safe and healthy facility
Optimizes energy use and reduces operating costs
Ensures building systems operate with little to no downtime
Results in efficient and cost-effective maintenance with greater reliability
Projects that are properly commissioned typically tend to be more
energy efficient, and have lower operation and maintenance cost.
 Commissioning Execution Plan¹

Commissioning Scope of Work – Construction Phase

1. Construction Observation

2. Spot Testing

3. Verification

4. Pre-Functional Checklist

5. Pre-Functional Test

6. Functional Performance Test

7. Providing Performance and Operating Information to the Responsible Parties

 Commissioning Execution Plan

Specific Objectives:

a) Ensures that applicable equipment and systems are installed in accordance

with design specifications, complies with the Code, and receives adequate
operational checkout by installing contractors.

b) Verifies and documents proper performance of equipment and systems.

c) Requires O&M documentation is complete.

d) Requires Owner’s operating personnel are adequately trained.

Commissioning Global Practice

USA / EU Philippines

Mandatory for Building & Only Prescribed in Philippine Electrical

Infrastructure (Life Safety Systems) Code (PEC) thru NFPA 70 (NEC)

3rd Party Commissioning Agent Design/ Consultancy Vendors

Certification Required No Certification Required

Codal Prescription on Testing & Commissioning

Commissioning Execution Plan¹
Commissioning Team Roles and Responsibilities

USA “The Building Commissioning Guide¹ ” Philippines “Proposed Set Up”

Commissioning Agent (CA) Commissioning Team

Owner’s Representative or
Project Owner’s Representative (POR)
Construction Management Team
Contractor’s Site Commissioning Contractor’s Site Commissioning
Representative (CR) Representative (CR)

Contractor’s Site Project Manager (PM) Contractor’s Site Project Manager (PM)

Contractor’s Mechanical Systems Contractor’s Mechanical Systems

Representative (MSR) Representative (MSR)
Contractor’s Electrical Systems Contractor’s Electrical Systems
Representative (ESR) Representative (ESR)
Design Professional Representatives
Design Consultant
(DPR)

Testing Contractors Testing Contractors

Faciility Manager Representative (FM) Property Management Representative

See Annex A for Cx Roles & Responsibilites Matrix

Commissioning Execution Plan¹

Adopted by local commissioning teams

Commissioning Execution Plan

Design Phase

Design Phase

Review OPR & Incorporate Cx. Develop Conts.

Design Reviews
BOD Req. In CD’s Phase Cx Plan

Acceptance

Construction Phase
 Commissioning Execution Plan
Construction Phase
Construction Phase

Review
Submittals

Pre-Functional
Testing
Issue Final Cx Report

Update Issues Resolve

Acceptance
Log Issue

Functional
Performance
Testing

Update Issues Resolve

Acceptance
Log Issue
 Commissioning Test Plan

SAMPLE T&C Procedure:

1. Plumbing & Sanitary
System
2. Busduct Considerations
3. Smoke Extraction Video
(Mall)
4. Smoke Extraction Video
(Hotel)

T&C Procedures
Test Forms
Commissioning Test Plan

Pre-Functional Checklist (PFC)

1. A pre-functional checklist will be developed for each component, equipment item or system
to be commissioned.

2. This list identifies what to look for in the way of installation and pre-startup checks of the
equipment. It also identifies which party is responsible for each checklist item.

3. Pre-functional checklists is to be completed by the contractor, subcontractor, vendor, and a

certified testing agency or authorized representative of the vendor.

Pre-Functional Test (PFT)

1. Leak Test
2. Hydrostatic Test
3. Megger Test
4. Continuity Test

Note: All test methodology should be approved by the Designer/Consultant and attached in test documents. The test
documents should be properly signed by the personnel who witnessed the test.
 Commissioning Test Plan

Functional Performance Test (FPT)

1. Functional performance testing is to be carried out on all equipment to be commissioned. Each

functional performance test plan includes startup procedures, commissioning test procedures,
and acceptance criteria necessary to validate the installed systems meet the design performance
requirements.

2. Functional Performance Test Plans include system verification.

3. Functional performance testing is to be performed by the contractor, subcontractor, vendor, and a

certified testing agency or authorized representative of the vendor in front of the Project Owner’s
representative and contractor’s CR or their designated agents.

4. Performance Test Data Sheets — Performance test data sheets will be completed for each
system commissioned. The test data sheets will document all pertinent information relative to the
conclusion of system commissioning as indicated in the respective project specification section
and will be used to demonstrate system compliance with acceptance criteria.
Commissioning Test Plan

Functional Performance Test (FPT)

1. Start-up Test

2. Performance Evaluation of the System/Equipment

3. Testing, Adjusting, and Balancing (HVAC) – Airside and Waterside

Note: Before the system/equipment undergo FPT, it should be accomplished the PFC and PFT that are already properly
documented. The FPT should be witnessed by Owner or Owner’s Representative for the acceptance of the
system/equipment.
OIM Manual Checklist

Operation Instruction Maintenance Manual (OIM Manual)

Contents of OIM Manual
1. Cover Page
2. Table of Contents
3. Short Description of the System
4. Operating Procedure / Sequence of Operation
5. Trouble Shooting Operation
6. Preventive Maintenance
7. Comprehensive List of Consumables Items/ Spare Parts / Tools / Equipment for Preventive
Maintenance Activity
8. Replacement Program
9. Equipment Brochures/Catalogues
10. As-built Plans
11. Schematic Diagram of the System
12. Master List of Equipment
13. Equipment Factory Test, Document/ Certificates/ Data
14. List of Contact Persons/Suppliers
15. Warranty Certificate
16. Test Results (Separate Binder)
OIM Manual Checklist

Training Program and Materials

Composition of Trainings

1. Training Schedule – it should be coordinated and approved by the Owner or Owner’s

Representative. The attendees should be the personnel that will undertake the
system/equipment upon turnover of the contractor.

2. Classroom Discussion – the subcontractor/supplier have classroom presentation and

discussion about the system/equipment. They should give brochures/leaflets to the
attendees that will helpful to them. It also give the attendees to ask questions regarding on
the system/equipment and have interaction with the subcontractor/supplier.

3. Hands-On Training – application of classroom discussion especially on trouble shooting

and preventive maintenance.

Note: All trainings should be recorded by video cam that will turnover also to the Owner or Owner’s Representative that is
useful later by new hired personnel (Engineers/Technicians).
T&C Monitoring Format

Project Monitoring/Reporting Format

OPR – Operational Readiness

T&C Monitoring Format

Project Handover Documents Monitoring

Project A

COA – Certificate of Acceptance

 References
1. Moravec, F. J. (April 2005). The Building Commissioning Guide.
GSA Public Buildings Service, Office of the Chief Architect, Washington, DC 20405

2. Knoedler, R., Magee. J (April 2016). Evolution of Commissioning: Yesterday, Today and Tomorrow.
• ASHRAE Standard 202 - 2013: Commissioning Process for Buildings and Systems
• ASHRAE Guideline 1 - 1996: The HVAC Commissioning Process
• ASHRAE Guideline 1.1 - 2007: HVAC&R Technical Requirements for the Commissioning Process
• ASHRAE Guideline 0 - 2013: The Commissioning Process
• ACG Commissioning Guideline – 2005: For Building Owners, Design Professionals and Commissioning Service
Providers
• NEBB - 2009: Procedural Standards for Retro-Commissioning of Existing Buildings
• ASHE - 2010: Health Facility Commissioning Guidelines

3. Fischer, L., Hawkins, C.A. 20th National Conference on Building Commissioning.

4. ASEAN Engineering Inspectorate

By Electrical Engineering Technical Division, The Institution of Engineers Malaysia

5. National Electrical Testing Association (NETA) and International Electro-technical Commission (IEC)