Existing Building Commissioning Guidelines

(ASHRAE Guidelines 0.2 & 1.2)

Mark F. Miller, PE, CCP
Principal - Strategic Building Solutions, LLC

Overview
ASHRAEGuidelinesforEBCXBestPractices

Generaldescriptionandcontext
EBCXProcessandSpecificTasks
ComparisontoNewCommissioning
Terminology
KeysConcepts
CharacteristicsofaCXProviderforEBCX

ASHRAE Guideline 0.2

Title, Purpose & Scope :
The Commissioning Process for Existing Building Systems
and Assemblies

Purpose: The purpose of this guideline is to describe

the procedures, methods, documentation requirements
and physical activities of the commissioning process
using the principles developed in ASHRAE Guideline 0,
The Commissioning Process.
Scope: This guideline applies to existing building
systems and assemblies.

PROCESS GUIDELINE

ASHRAE Guideline 1.2

Title, Purpose & Scope :
HVAC&R Technical Requirements of the Commissioning
Process for Existing Building Systems and Assemblies

Purpose: The purpose of this guideline is to describe

the technical requirements of the commissioning
process for existing HVAC&R systems and assemblies,
based on the processes described in ASHRAE
Guideline 0.2P-200X, The Commissioning Process for
Existing Systems and Assemblies.
Scope: The guideline applies to existing HVAC&R
systems and assemblies.

HVAC&R TECHNICAL REQUIREMENTS GUIDELINE

Building Commissioning Guidelines

ASHRAE
Gdl. 0-2005

ASHRAE
Gdl. 0.2P
ASHRAE
Gdl. 1.2P

Others

ASHRAE
Gdl. 1.1-2007

NIBS
Gdl. 3-2006

Others

= Existing Building

= New Building

= Process Guideline

= Technical Guideline

Terminology
Whatisthedifferencebetween:
Retrocommissioning
and
Recommissioning?
GuidelineisforExistingBuildingCommissioning EBCX
o Coversallexistingbuildings
o AcknowledgesifCXpreviously:

somestepsmaynotbeneeded
samelevelofeffortnotrequired

Overall Process: Flow Chart/Major Tasks

MultipleFacilityPlanning
FLOW IS NOT LINEAR

Assessment
Investigation

Process is typically
ITERATIVE

Implementation
Handoff
OnGoingCommissioning

(loops between tasks)

Multiple Facility Planning

Multiple
Facilities

No

ToAssessmentPhase

Yes

AssembleEBCxP PlanningTeam
DefineEBCxP ProgramGoals&Objectives
AssembleandRankFacilities
DevelopEBCxPProgramPlan
No

DecisionTo
Proceed

Yes
ToAssessmentPhase

Assessment
Define Owners EBCxP Objectives
Conduct EBCxP Planning Meeting
Document EBCxP Goals and Objectives
Select Initial EBCx Team
Develop Current Facility Requirements (CFR)
Perform Facility Assessment
Develop Initial EBCxP Plan
Develop EBCxP Assessment Report
Resolution of
Issues

No

DecisionTo
Proceed

Yes

ToInvestigationPhase

Investigation
Assemble EBCxP Investigation Team
Conduct Investigation Planning Meeting
Review Existing System Records
Update EBCxP Plan
Perform Site Investigation and Testing
Perform Issue and Opportunity Analysis
Yes

Additional
Investigation

Create Investigation Report

Resolution
ofIssues

No

Yes
Decision To Proceed

ToImplementation
Phase

Implementation
SelectRecommendations
No
Capital Project

SelectEBCxP ImplementationTeam

Yes

IncorporateInformalTraining

ImplementCapitalProjects

UpdatetheEBCxP Plan

CommissioningofCapitalProject

ImplementRecommendations

CreateCommissioningReport

VerifyCompletedRecommendations
UpdateEBCxP ReportforImplementationReport

ToInvestigation

Yes

New Discovery

No
ToHandoffPhase

Hand Off
Develop On Going Commissioning Plan
Update and Complete Systems Manual
ProvideProjectDocumentstoOwner
TrainFacilityPersonnel
Verify Training Effectiveness
ConductLessonsLearnedWorkshop
Update Systems Manual & EBCxP Plan Report
Resolutionof
Issues

No

Owner
Acceptance

Yes

Ongoing
Commissioning

Ongoing Commissioning
AssembleOCx Team
UpdateOCxPlan
Verify Achievement of Current Facility Requirements
Investigate Unacceptable Performance or Outcome
Implement Corrective Actions
Update Systems Manual
Update Facility Personnel Training
Write/Deliver OCx Report
Resolutionof
Issues

No

Owner
Acceptance

Yes

Comparison: Overall Process

Existing Building Gdl 0.2

New Construction Gdl 0

MultipleFacilityPlanning
PreDesign
Assessment

Investigation

Design

Implementation

Construction

HandOff

Occupancy&Operation

OnGoingCommissioning

OnGoingCommissioning

Terminology
ExistingBuildings
CFR
MACFR
EBCXPlan
IssuesLog
ListofFindings&
Reccommendations
EBCXReport
SystemsManual:
FacilityGuide
OnGoingCXPlan
Implementation/Plan

NewBuildings
OPR
BOD
CXPlan
IssuesLog

CXReport
SystemsManual
FacilityGuide
OnGoingCXPlan
Construction/Design

Key Concepts
Success:
Recommendationsimprovefacilities
Dontstopatinvestigation
Ongoingprocess
Nottoocostprohibitive
Documentandverifybenefits
Fittheoperationtocurrentneed

Key Concepts
CurrentFacilityRequirements(CFR)
Establishbeforeyoubegin
InvolveKeystakeholders
Whatwillmakethefacilityasuccess?
NotgoingbacktoOriginalDesign
Updatethroughlifeofbuilding

Key Concepts
MaintainingBenefits(Persistence)
Training
SystemsManual
OnGoingCommissioning
Buildinfeaturestoassist
Documentmeansto
achieveCFR(MACFR)

Setpoint
should be
32.8 psi

STOP SAVING THE SAME

KWH OVER & OVER

Key Concepts
Investigation/Testing
QuickFixes
Targeted
Testing Everything?
80/20Rule

Key Concepts
Training
SystemsManual
FacilityGuide
Involvestaffthroughoutprocess
Informal&Formal
EvaluateTraining
UpdateinOngoingCX

Key Concepts
Measurement&Verification
Quantifybenefits
Verificationofimprovements
ApproachAppropriate
o Matchrequirements
o Agreewithowner
o Fitssizeandscope

Repeatable

Mark F. Miller, PE, CCP

Strategic Building Solutions, LLC
mmiller@go-sbs.com
860-395-0055