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Not Your Father’s Commissioning Commissioning Changes & Requirements for LEED v4 Presenters: TIM McELROY, COMMISSIONING AUTHORITY Certified Energy Manager,

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Presentation on theme: "Not Your Father’s Commissioning Commissioning Changes & Requirements for LEED v4 Presenters: TIM McELROY, COMMISSIONING AUTHORITY Certified Energy Manager,"— Presentation transcript:

1 Not Your Father’s Commissioning Commissioning Changes & Requirements for LEED v4 Presenters: TIM McELROY, COMMISSIONING AUTHORITY Certified Energy Manager, Qualified Commissioning Provider, LEED_AP KEITH G. PEHL, PRESIDENT of OPTIMA ENGINEERING Professional Engineer, LEED AP CHRISTINE M. QUIGLEY, PRINCIPAL Professional Engineer, Registered Roof Consultant, LEED AP

2 Everything Changes… All the Time

3 Prerequisite Fundamental Commissioning and Verification Credit title renamed from “Fundamental Commissioning of Building Energy Systems”. Modified intent to ensure project meets the owner’s projects requirements related to energy, water, indoor environmental quality and durability. Added requirement for preparing an Operations and Maintenance Plan. Added requirement to engage a Commissioning Authority by the end of the design development phase. Clarified language for who can be the commissioning authority. Included requirements for a design review of the enclosure. Credit Enhanced Commissioning Added options for monitoring based commissioning and envelope commissioning. Added requirements to prepare the building operators for the intended operation of building systems Clarified language for who can be the commissioning authority.

4 Requirement for preparing an Operating and Maintenance Plan Requirement to engage Cx Agent by the end of the Design Development phase Requirement for design review of enclosure

5 LEED 2009 LEED v4 Fundamental Commissioning Enhanced Commissioning Fundamental Cx & Verification Option 1 Option 2 Enhanced Commissioning Path 1 Enhanced Commissioning (3 points) Path 2 Enhanced and Monitoring Based Cx (1 point) Envelope Cx (2 points)

6 Predesign, SD, DD LEED 2009 EAp1 Fund CxEAc3 Enhanced Cx Owner documents Owner’s Project Requirements (OPR) same as EAp1 Design Team develops Basis of Design (BOD) document same as EAp1 LEED v4 EAp1 Fund Cx & Verification EAc1 Enhanced Cx OPR with envelope requirementsSame as EAp1 BOD document including envelopeSame as EAp1 Prior to start of CDs Owner designates CxA Same as EAp1 Commissioning Authority provides Cx Plan Option 1 (Choose either Path 1 or both Paths) Option 2 Path 1: Same as EAp1 Path 2: AND ADD development of monitoring-based procedures and identify points to be measured and evaluated to assess performance of energy- and water- consuming systems Same as EAp1 AND include envelope

7 Construction Documents LEED 2009 EAp1 Fund Cx EAc3 Enhanced CxEAp1 Fund Cx & VerificationEAc1 Enhanced Cx Option 1 Option 2 Path 1Path 2 N/APrior to 50% CDs Owner designates CxA----- N/APrior to 50% CDs CxA provides Cx Plan---- N/A Prior to 50% CDs CxA conducts Cx drawing design review Prior to 50% CDs CxA conducts Cx drawing design review (includes envelope) Same as EAp1 Same as Path1 Same as EAp1 N/APrior to 50% CDs CxA reviews OPR Same as EAp1 Same as Path1 Same as EAp1 N/APrior to 50% CDs CxA reviews BOD Same as EAp1 Same as Path1 Same as EAp1 Project team incorporates Cx reqirements into CDs Same as EAp1 Project team incorporates Cx reqirements into CDs Same as EAp1 PLUS incorporates systems manual requirements and operator and occupant training requirements Same as Path1 Same as EAc1 Path 1 PLUS Envelope and training requireme nts N/ACxA performs back-check of all reviewed documents Same as EAp1 Same as Path1 Same as EAp1 LEED v4

8 Bidding LEED 2009LEED v4 EAp1 Fund CxEAc3 Enhanced CxEAp1 Fund Cx & Verification EAc1 Enhanced Cx Option 1 Option 2 Path 1Path 2 Owner designates CxA prior to installation. CxA presents Cx Plan CxA reviews contractor submittals for applicable systems N/A CxA reviews contractor submittals for applicable systems Same as Path 1 Same as EAc1 Path 1 PLUS envelope component submittals

9 Construction LEED 2009 EAp1 Fund CxEAc3 Enhanced CxEAp1 Fund Cx & VerificationEAc1 Enhanced Cx Option 1 Option 2 Path 1Path 2 CxA verifies installation and performance of Cx'd sytems Same as EAp1 CxA verifies installation and performance of Cx'd sytems (envelope excluded) Same as EAp1 Same as Path 1 Same as EAp1 AND include envelope CxA performs systems functional performance testing Same as EAp1 CxA performs systems functional performance testing (envelope excluded) Same as EAp1 Same as Path 1 Same as EAp1 AND include envelope N/A O&M and Systems Manual for the Cx'd systems developed and verified Systems Manual for the Cx'd systems developed and verified Same as EAp1 Same as Path 1 Same as EAp1 AND include envelope Facilities Requirements and O&M plan for the HVAC and lighting systems developed and verified Same as EAp1 Same as Path 1 Same as EAp1 AND include envelope LEED v4 EAp1 requirements: a sequence of operations for the building; the building occupancy schedule; equipment run-time schedules; setpoints for all HVAC equipment; set lighting levels throughout the building; minimum outside air requirements; any changes in schedules or setpoints for different seasons, days of the week, and times of day; a systems narrative describing the mechanical and electrical systems and equipment; a preventive maintenance plan for building equipment described in the systems narrative; and a commissioning program that includes periodic commissioning requirements, ongoing commissioning tasks, and continuous tasks for critical facilities.

10 Post Construction LEED 2009 EAp1 Fund Cx EAc3 Enhanced CxEAp1 Fund Cx & Verification EAc1 Enhanced Cx Option 1 Option 2 Path 1Path 2 N/A CxA verifies that operator and occupant training are complete N/A CxA verifies that operator and occupant training are complete AND effective Same as Path 1 Same as EAc1 Path 1 PLUS envelope components CxA develops a Cx Report Same as EAp1CxA develops a Cx Report Same as EAp1 PLUS develop an on-going commissioning plan Same as Path 1 Same as EAc1 Path 1 PLUS envelope components N/A Verify delivery of updated Facilities requirements, O&M plan and Systems Manual Same as Path 1 AND include needed changes in settings found during monitoring with reason for changes Same as EAc1 Path 1 PLUS envelope components LEED v4

11 Occupancy LEED 2009 EAp1 Fund Cx EAc3 Enhanced CxEAp1 Fund Cx & Verification EAc1 Enhanced Cx Option 1 Option 2 Path 1Path 2 N/A CxA reviews building operation within 10 months after substantial completion N/A CxA reviews building operation within 10 months after substantial completion Same as Path 1 Same as EAc1 Path 1 PLUS envelope components N/A Verify seasonal testing Same as Path 1 Same as EAc1 Path 1 PLUS envelope components LEED v4

12 CxA Restrictions LEED 2009 EAp1 Fund CxEAc3 Enhanced CxEAp1 Fund Cx & Verification EAc1 Enhanced Cx Option 1 Option 2 Path 1Path 2 <50,000 gsf: CxA can be from design or construction team in addition to below Any gsf: CxA is a 3rd party contracted by owner, architect or engineer. Also owner's rep or employee <20,000 gsf: CxA can be from design or construction team in addition to below Any gsf: CxA is a 3rd party contracted by owner, architect or engineer. Also owner's rep or employee Applies to ALL paths & options >50,000 gsf: CxA can be 3rd party, Owner's Rep or employee. Can be from design firm or construction company but only responsibility is Cx >20,000 gsf: CxA can be 3rd party, Owner's Rep or employee. Can be from design firm or construction company but only responsibility is Cx Any gsf: Reviewer of envelope design can be performed by a member of design or construction team LEED v4

13 CxA Qualifications LEED 2009 EAp1 Fund CxEAc3 Enhanced CxEAp1 Fund Cx & Verification EAc1 Enhanced Cx Option 1 Option 2 Path 1Path 2 (2) buildings similar in type and scope (2) buildings similar in type and scope; early design through 10 month occupancy LEED v4

14 Systems Required to be in Scope of CxA LEED 2009 EAp1 Fund CxEAc3 Enhanced Cx EAp1 Fund Cx & VerificationEAc1 Enhanced Cx Option 1 Option 2 Path 1Path 2 HVACSame as EAp1HVAC and controlsSame as EAp1 Same as EAp1 PLUS monitoring equipment Same as EAp1 Domestic Hot WaterSame as EAp1Domestic hot water including pumps and controlsSame as EAp1 Lighting & Daylighting Controls Same as EAp1 Service and distribution, lighting system, lighting and daylighting controls Same as EAp1 Same as EAp1 PLUS monitoring equipment Same as EAp1 Renewable EnergySame as EAp1Renewable Energy Building Envelope (design phase only)Same as EAp1 Same as EAp1 PLUS construction phase and occupancy LEED v4

15 Building Enclosure Commissioning (BECx) is a quality-focused process involving evaluation, verification, and documentation that a building’s envelope design, construction and operation meet defined performance expectations established during project initiation in the Owner’s Project Requirements (OPR). Building Enclosure Commissioning

16 Building Enclosure Systems Foundations Below Grade Walls Plaza Decks and Planters Exterior Cladding Curtain walls and Storefronts Windows and Doors Sealant, Expansion Joints and Flashings Air Barriers Roofs Skylights

17 Why BECx? BE Function & Performance Expectations Thermal Performance Air/Moisture/Light Control Fire Resistance Acoustical Performance Indoor Comfort Structural Integrity Security Aesthetics Maintainability/Sustainability Economically Viable

18 Why BECx? LEED 2009 EA Prerequisite 1:  “The building envelope is an important component of a facility that impacts energy consumption, occupant comfort and indoor air quality. While this prerequisite does not require building envelope commissioning, an owner can achieve significant financial savings and reduce risk of poor indoor air quality by including it in the commissioning process.”

19 Energy Savings 2005 NIST Study concluded that “…continuous air barrier systems can reduce air leakage by up to 83%...” ASHRAE Journal, March 2005: “Uncontrolled air leakage in buildings increases the heating and cooling energy consumption by up to 40%.” Why BECx?

20 Building and MEP System Performance Dependent upon Building Enclosures Well-recognized MEP Cx Benefits MEP systems rely on properly designed and installed Building Enclosure Systems Without air/moisture/thermal control, HVAC systems utilized to achieve thermal comfort and quality of indoor air will be unnecessarily expensive to install, operate and maintain Why BECx?

21 Underperforming Buildings March 2008 New Buildings Institute Study: 25% of LEED buildings are extremely less energy efficient than forecasted LEED Gold Project Twin Lakes Green Building Complex (Sarasota County, FL): Evacuated for mold LEED Platinum Project (Wake Forest, NC): Costly water intrusion investigation and flashing repair project Why BECx?

22 Small Percentage But Big Consequences “Transitions between building envelope components or assemblies generally total less than 1% of the building envelope area but can account for 90% of envelope failures and leakage.” - (NIBS Annex U, 2006) “Errors and omissions in design and construction process are primary (and most frequently overlooked) source of uncontrolled rainwater penetration through the Building Envelope and represent 80% of all construction-related claims in the US.” – (Real Estate Issues. 33.3, 2008) Why BECx?

23 Small Percentage But Big Consequences BE Design Flaws/Construction Defects result in: Uncontrolled air/water intrusion Premature failures/deterioration Biological growth Increased energy costs Costly investigations/repairs Decreased occupant productivity/tenant retention Why BECx?

24 BECx Approach Follow Industry Standards: ASHRAE Guideline 0-2005 NIBS Guideline 3-2012 ASTM E2813-12

25 BECx Approach

26 BECx Process Pre-Design Phase Design Phase Construction Phase Occupancy and Operations Phase

27 Pre-Design Phase Services Attend project kick-off meeting Establish communication plan Review project requirements Discuss influencing factors Develop/document preliminary BE Owner’s Project Requirements (OPR) Identify Scope and Budget for BECx Develop preliminary BECx Plan

28 Owner’s Project Requirements OPR Example: Exterior Enclosure Curtain Wall Thermal Performance Criteria: Minimum R or U values Structural Performance Criteria: Minimum live, snow, wind loads, maximum deflection and drift Fire Resistance Criteria: Fire rating Air Leakage Criteria: Maximum CFM/s.f. at specified pressure (psf) measured by specified standard Water Leakage Criteria: No uncontrolled leaks at a static for specified pressure (psf) measured by specified standard Condensation Control: Minimum Condensation Resistance Factor Others: Acoustical Performance, Glare Control

29 BECx Plan BECx Plan Outlines: BECx process Roles and responsibilities of BECxA and other project team members Methodology to verify and document compliance of as-built construction with contract documents and OPR Clear, unambiguous definitions of failure and quantifiable threshold of performance to validate OPR and BOD

30 Design Phase Services 3 rd Party Independent design review during Schematic Design, Design Development and Construction Document Phases Attend design review meetings Deliver BECx Specification Section 019115 Develop and maintain Basis of Design (BOD) Update OPR and BECx Plan

31 Design Reviews BE Drawings/Details Address: Drainage Plane/Flashing Details Air/Vapor Barrier System Details Thermal Barrier Details BE Reviews Verify: Continuous/Constructible Control Layers Material Compatibility and Product Appropriateness Compliance with OPR, Building Code and Manufacturer’s Requirements Drawing Continuity: Identification of Missing or Conflicting Details

32 Pre-Construction Phase Services Attend Pre-Bid Conference Review BE Information in Bids Review BE Submittals and Shop Drawings Coordinate BECx activities with Contractor Update and Document OPR, BOD, BECx Plan

33 Construction Phase Services Attend pre-construction, mock-ups installations and construction progress meetings Perform on-site inspections and report observations Assist with QA/QC reviews Develop and maintain BE-related punch list reports of outstanding or defective items Develop/distribute BECx close-out documents Maintain/Update OPR, BOD and BECx Plan Observe or Conduct Performance Verification Testing

34 Inspection Services

35 Performance Verification Testing Air Leakage Static and Dynamic Pressure Water Penetration Adhesion Strength Testing Anchor strength Sound

36 Performance Verification Testing Infrared Imaging IR/Nuclear Roof Surveys Flood testing Dynamic Pressure Water Penetration Wind Uplift Testing

37 Occupancy and Operations Phase Services Attend Occupancy and Operations planning meeting Provide Final BECx Report Summary of BE systems tested and results Tabulation of BE system warranties Maintenance Manual Perform limited survey and testing (nondestructive) of BE systems at milestone intervals Assist with LEED Certification University of Florida: Innovation in Design credit for BECx LEED V4: BECx still not part of prerequisite Cx but BE Design Review required

38 Systems optional in scope of CxA (must pursue EAc3 / EAp1 to apply for ID credit) LEED 2009 EAp1 Fund CxEAc3 Enhanced CxEAp1 Fund Cx & Verification EAc1 Enhanced Cx N/AEnvelopeN/AEnvelope Cx during & after construction N/AFire & Life SafetyN/AFire & Life Safety N/AWater Collection systemsN/AWater Collection systems N/AStormwater ManagementN/AStormwater Management N/AWater TreatmentN/AWater Treatment N/AIT SystemsN/AIT Systems N/AIrrigationN/AIrrigation LEED v4

39 Referenced Standards LEED 2009 EAp1 Fund CxEAc3 Enhanced CxEAp1 Fund Cx & Verification EAc1 Enhanced Cx Option 1 Option 2 Path 1Path 2 NONE ASHRAE Guidelines 0-2005 and 1.1-2007; NIBS Guideline 3- 2012 LEED v4 ASHRAE Guidelines 0-2005 - GENERAL ASHRAE 1.1-2007 – HVAC Systems NIBS Guideline 3-2012 – BUILDING ENVELOPE

40 Envelope Requirements LEED 2009 EAp1 Fund CxEAc3 Enhanced CxEAp1 Fund Cx & Verification EAc1 Enhanced Cx Option 1 Option 2 Path 1Path 2 NONE Include in OPR, BOD and review of OPR, BOD and design documents NONE same as EAp1 PLUS envelope inspection and performance testing LEED v4

41 Documents required to be uploaded to LEED Online LEED 2009 EAp1 Fund Cx EAc3 Enhanced CxEAp1 Fund Cx & Verification EAc1 Enhanced Cx Option 1 Option 2 Path1Path 2 Summary of the Cx Report Cx Plan TOC Training Plan Measurements Points Evidence of envelope performance testing (1) completed FT Ongoing Commission ing Plan Current Facilities Requirements (CFR) and O&M plan and TOC Summary of the Cx Report LEED v4

42 Bottomline Changes to v4 from v2009 Fundamental Cx & Verification Includes envelope design review 50k sf lowered to 20k sf CxA designated prior to CDs Added review and back-check of OPR, BOD and design documents Added systems manual and facilities requirements documentation Additional documentation uploaded to LEED Online Enhanced Cx: Option 1/Path 1 Added ongoing Cx plan Added systems manual requirements and operator and occupant training requirements to CDs Verifying delivery of Facilities requirements, O&M plan and Systems Manual Verify seasonal testing occurred Option 1/Path 2 M&V Option 2 Envelope inspection and performance testing

43 QUESTIONS?

44 THANK YOU


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