1. Jim Magee, Facility Commissioning Group ASHRAE Evansville Chapter #44 Lunch Presentation; May 13, 2014

4. At the end of this session, participants will be able to: 1. Summarize highlights of ASHRAE Standard 202- 2013 and differentiate roles & responsibilities 2. Recognize International Code Council (ICC) and International Accreditation Services (IAS) participation in IgCC and other codes pertaining to Cx. 3. Reference ACR476 accreditation criteria for commissioning service providers Learning Objectives May 13, 2014

5. Purpose ASHRAE Standard 202-2013 purpose is to identify the minimum acceptable Commissioning Process for buildings and systems for adoption into prevailing building codes and use as Authority Having Jurisdiction (AHJ) enforcement and implementation requirements. May 13, 2014

6. Minimum Requirements for: a. Cx Process b. Description of steps c. Documentation d. Acceptance SCOPE May 13, 2014

10. ASHRAE Standard 202-2013 – 13 Steps May 13, 2014 4.2.2 Cx process Activities and Deliverables

11. May 13, 2014 Pre-Design

12. May 13, 2014

13. Owner Allocates Commissioning Budget May 13, 2014

39. SYSTEMS MANUAL May 13, 2014

40. SYSTEMS MANUAL May 13, 2014

41. SYSTEMS MANUAL May 13, 2014

42. SYSTEMS MANUAL May 13, 2014

43. SYSTEMS MANUAL May 13, 2014

44. SYSTEMS MANUAL May 13, 2014

52. 3 rd Annual Technical Summit INTERNATIONAL ACCREDITATION SERVICE, INC. 5360 Workman Mill Road ⋅ Whittier, CA 90601 USA 562-364-8201 local ⋅ 866-427-4422 toll free ⋅ 562-699- 8031 fax www.iasonline.org web site ⋅ April 5, 2013 TO: TRAINING AGENCIES, PERSONNEL CERTIFICATION BODIES, BUILDING DEPARTMENTS AND OTHER INTERESTED PARTIES SUBJECT: Presentation on Development of Accreditation Criteria for Organizations Training and/or Certifying Individuals Involved in Commissioning, Subject MISC3-0613- 0613-R1 (PB/CPR)

53. Member focused association Develop model codes and standards Minimum safeguards to protect people Safe, resilient, affordable structures One set of codes without regional limitations May 13, 2014

54. ICC I-CODES International Codes: I-Codes 50 State including the DC have adopted at state or jurisdictional level Fed agencies: Architect of the Capitol, GSA, NPS, Dept. of State, USFS, VA, DoD, Amtrak Puerto Rico and Virgin Islands May 13, 2014

55. ICC CREATION ICC founded in 1994 Building Officials Code Administrators International (BOCA) International Conference of Building Officials (ICBO) Southern Building Code Congress International (SBCCI) Merger to a single set of codes May 13, 2014

56. ICC – CODE DEVELOPMENT Any group or individual can submit a code change proposal Open debate/participation before a committee Representatives from across the construction industry, including code regulators Ensures a consensus process of construction community in decision-making May 13, 2014

57. IgCC–INTERNATIONAL GREEN CONSTRUCTION CODE 1st model code to include sustainability measures Design – Construction – C.O. – Post-Occupancy More efficient, reduce waste, positive impact Collaborated with American Institute of Architects (AIA) ASTM International ASHRAE USGBC Illuminating Engineering Society (IES) May 13, 2014

58. IgCC Model-Code Approach - communities tailor to meet local needs Note: 189.1 is jurisdictional compliance option, however Cx is mandatory regardless of compliance route chosen 611.1.1- Registered design professional OR approved agency Approved Agency – An established and recognized agency regularly engaged in conducting tests or furnishing inspection services or commissioning services, where such agency has been approved (approved = acceptable to code official) May 13, 2014

59. IgCC 902.1.1 Commissioning professional is required to be “competent and independent” from contractor performing the work Code states that IAS Accreditation ensures code official of the commissioning professional’s competence and independence May 13, 2014

60. IgCC 611.1.4 Preliminary Cx report shall be certified (signed and sealed) and final inspection not allowed until building owner has received Preliminary Cx report and confirmed as such to the code official. Otherwise building will not get a Certificate of Occupancy Table 903.1 – Checklist of Cx requirements from Erosion Control to Air Balancing, and reads that all 60+ items in Cx Report May 13, 2014

61. IgCC Per April 5, 2013 IAS Letter, “IgCC establishes requirements for certain buildings to be commissioned.” May 13, 2014

62. IgCC “As adoption of the IgCC and other green codes advances, the responsibility for enforcing commissioning shifts to the authority having jurisdiction.” “Regulators, therefore, need a process to ensure that commissioning agents/agencies comply as Approved Agencies as defined in Section 902.1 of the IgCC.” May 13, 2014

63. ICC G4-2012: GUIDELINE FOR COMMISSIONING Purpose Guidance for Code Officials or Regulators Purpose Competently enforce Cx in-house or 3 rd party Scope Does not specify aspects of Cx Process Scope Deals only with Implementation & Enforcement Intent Not code/ AHJ adoptable in whole or part May 13, 2014

64. ICC G4-2012: GUIDELINE FOR COMMISSIONING History IgCC – International Green Construction Code Vision Written to support other codes & standards License IAS – International Accreditation Services License Accreditation Committee Qualified IAS establishing Cx qualification criteria May 13, 2014

65. ICC COMMISSIONING GUIDELINE Compliance language Enforcement at discretion of local code official Evaluation criteria for Cx of each system type located in Section 5.0 Guideline specifically for overview of skillsets and process for code implementation/enforcement Can adopted in whole or in part by AHJ Similar implications as outlined for IgCC (IeCC) May 13, 2014

66. Per April 5, 2013 IAS Letter: “To aid code officials in enforcing commissioning, the International Code Council (ICC) has published a Commissioning Guideline (ICC G4-2012). However, this guideline does not specify what is required when approving and accepting a commissioning agent/agency.” May 13, 2014 ICC COMMISSIONING GUIDELINE

67. IAS – INTERNATIONAL ACCREDITATION SERVICES May 13, 2014 IAS is a nonprofit, public-benefit corporation that has been providing accreditation services since 1975. It is a subsidiary of the International Code Council (ICC). IAS accredits a wide range of companies and organizations including governmental entities, commercial businesses, and professional associations.

68. ACCREDITATION/CERTIFICATION ICC tasks IAS with creating an accreditation for Cx certification companies. May 13, 2014

69. IAS CREATES AC 476 AC 476 - Establish criteria for obtaining and maintaining accreditation for commissioning training and certification organizations. Organizations must provide training in the following: Cx process Codes, standards, guidelines Systems, equipment, components and verification of their performance May 134, 2014

70. IAS AND AC476 Personnel certification shall certify that: Individual has thorough knowledge of Cx process Knowledge of codes, standards, guidelines Ability to verify system performance Met their minimum requirements for education, work skills and experience And comply with ISO 17024 May 13, 2014

71. IAS AND AC476 Commissioning professional defined in two ways: Commissioning Provider of Record – Approved by AHJ to be responsible for building commissioning process Commissioning Specialist (twelve categories from HVAC to Irrigation) – Certified party working under the Cx Provider of Record for specific technical area CxPOR CxS (HVAC) CxS (Lighting) CxS (Water) CxS (Enclosure) CxS (Site) CxS etc May 13, 2014

72. IAS AND AC476 AC476 defines options for educations requirements, work experience and examination (currently in Section 5.2 of the version available for public comment) Two tables to distinguish between certification criteria for Cx Provider of Record and Cx Specialists ISO 17024 – objective is achieving and promoting accepted benchmark for organizations operating certifications of persons Could be applied to organizations for anything from commissioning to IT and more May 13, 2014

73. IAS AND AC476 Could be applied to organizations for anything from commissioning to IT and more By AC476, certification bodies will be required to be ISO 17024 certified which involves an initial certification and then annual audit and renewal ISO 17024 certification requires: Fairness among potential candidates Policies for granting, maintaining, renewing and expending the certification Organization must be INDEPENDENT and IMPARTIAL in relation to applicants May 13, 2014

74. AGENT VERSUS AUTHORITY Important to know and understand the legal differences Authority – Individual cited as or appealed to as an expert (Webster’s) Agent – One who is authorized for or in place of another (Webster’s) What this means is that an agent does not work for the client but actually becomes the client. So the CxA would actually become the Owner in this instance contractually. This is not how commissioning contracts are typically written. May 13, 2014

75. AGENT VERSUS AUTHORITY Essentially all of the Cx bodies providing certification of commissioning professionals have recognized the title of Authority or interchanges between Authority and other titles (i.e. Provider), but most do not call the professional a Commissioning Agent Finally, IgCC identifies Approved Agency in lieu of Authority or Agent Thanks to Jerry Kettler for his report on commissioning professional terms which was used to create this slide May 13, 2014

76. ICC Code Creator IgCC Code ICC Cx Guide Process IAS AC476 TAC Cx Provider Approval REGULATORY STEPS TO THE PRESENT SITUATION: May 13, 2014

77. INTERNATIONAL ORGANIZATION FOR STANDARDIZATION (ISO) World’s largest developer of voluntary International Standards [that] give state of the art specifications for products, services and good practice, helping to make industry more efficient and effective. Developed through global consensus, they help to break down barriers to international trade. ISO develops International Standards. We were founded in 1947, and since then have published more than 19,500 International Standards covering almost all aspects of technology and business. From food safety to computers, and agriculture to healthcare, ISO International Standards impact all our lives. May 13, 2014

78. ISO 17024 17024 Define competencies (what is being examined) 17024 Determine qualifying knowledge, skill and personal attributes 17024 Establish certification independence 17024 Validate certification process and examination 17024 Competency is typically described as “the demonstrated ability to apply knowledge, skills and attributes” 3 rd Annual Technical Summit

79. ASHRAE BUILDING PERFORMANCE ALLIANCE (BPA) BPA Industry consensus BPA Road map for understanding commissioning service BPA Lay ground work for future collaborative efforts BPA Determine path for future guidelines/standards BPA Existing Building Commissioning May 13, 2014

81. IAS APRIL 5, 2013 Commissioning, as defined by the IgCC: “Commissioning verifies that building staff are prepared and able to operate and maintain the building’s systems.” May 13, 2014

82. DOE-NIBS BETTER BUILDINGS WORKFORCE JOB TASK ANALYSIS May 13, 2014

83. THANK YOU Jim Magee SERBCA/7x24 Exchange Carolinas Chapter 3 rd Annual Technical Summit