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AABC Commissioning Group AIA Provider Number 50111116 A"er Hours Cx – Lessons Learned from K-12 Schools Course Number: CXENERGY1705 Jim Magee, CxA, EMP Facility Commissioning Group Bob Knoedler, P.E., CxA, EMP Hanson Professional Services Inc. April 26, 2017
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May 15, 2018

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Page 1: Aer Hours Cx – Lessons Learned from K-12 Schools · Aer Hours Cx – Lessons Learned from K-12 Schools ... agency & required for ... • Conduct “Controls Integraon and Interoperability”

AABCCommissioningGroupAIAProviderNumber50111116

A"erHoursCx–LessonsLearnedfromK-12SchoolsCourseNumber:CXENERGY1705

JimMagee,CxA,EMPFacilityCommissioningGroup

BobKnoedler,P.E.,CxA,EMPHansonProfessionalServicesInc.

April26,2017

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Credit(s)earnedoncompleHonofthiscoursewillbereportedtoAIACESforAIAmembers.CerHficatesofCompleHonforbothAIAmembersandnon-AIAmembersareavailableuponrequest.

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 ofhandling,using,distribuHng,ordealinginanymaterialorproduct._______________________________________ QuesHonsrelatedtospecificmaterials,methods,andserviceswillbeaddressedattheconclusionofthispresentaHon.

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ThispresentaHonisprotectedbyUSandInternaHonalCopyrightlaws.ReproducHon,distribuHon,displayanduseofthepresentaHonwithoutwriUen

permissionofthespeakersisprohibited.

CopyrightMaterials

Engineering | Planning | Allied Services

CopyrightMaterials©2017

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CourseDescripHon

ThispresentaHonexamineslessonslearnedfromcommissioningK-12schoolsaswellassomeofthechallengespresentedtoOwners,Architects,Engineers,ContractorsandCommissioningProviders.

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LearningObjecHves

1.Learnhowthe2015InternaHonalEnergyConservaHonCodeadopHonimpactsbuildingcommissioningintheK-12educaHonsector.2.Understandtheimportanceofdesignreviewsin‘prototype’schoolswhentheyhaveundergonesiteadaptaHonchanges.3.LearnmethodsofverificaHonofcontrolsintegraHonandcoordinaHngitwithintheschoolandwiththeschooldistrict’sfrontend.4.Learnthepropermethodofoverseeingstart-upandverifyingproperdocumentaHonandTABverificaHoninK-12projects.

Attheendofthethiscourse,parHcipantswillbeableto:

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Overview

PlanningandDesign,BidandAwardConstrucHonManagementAcceptanceandOccupancyCaseStudiesHallofShame

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PlanningandDesign,BidandAward

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PlanningandDesign,BidandAward

PLANNING–BOARDOFEDUCATION

•  Firmplansbasedonfixedschoolschedule

•  LongRangeScheduleschool/aferschool/non-schooluse•  Planforfailuretomeetdeadlines(alternate

accommodaHons,mealservices,aferschoolacHviHes,etc.,etc.,etc.)

•  ContainscopetoreasonablephasesofconstrucHon•  LifeSafetyandSecurityfocus•  CurrentFacilityRequirements/BudgetOperaHons•  EnergyManagement

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PlanningandDesign,BidandAward

PLANNING–BOARDOFEDUCATION

•  Pre-purchasesandtaxexempHon

•  ServiceMaintenanceContracts•  DefineownerconstrucHonadministraHonprocess•  ChangeOrders/ApprovalsHedtoBoEmeeHngs•  PlanforConstrucHonTeamfailureconHngencies•  IncludeO&M/FaciliHesstaffinplanning•  Includeprovisionsforservicemaintenancetraining•  Determinediscreteequipment/sofwarenomenclature•  ImplementrobustITstaffconstrucHonengagement

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PlanningandDesign,BidandAward

RENOVATIONSANDADDITIONSDESIGN

•  ImpactonexisHngschooloperaHons•  Occupantwayfinding•  SegregateconstrucHonarea•  ControlnoiseandinterrupHons

•  ScheduleforconstrucHon:aferhours/holidays•  CoordinaHonwithexisHngsystemsandcontrols•  IntegraHonofnewwithexisHngequipmentanduHliHes•  Outdatedversionsofequipmentorsofware

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PlanningandDesign,BidandAward

DESIGNCONSIDERATIONS

•  Oversized/overaggressivescope

•  O&MStaffConsideraHons•  ServiceMaintenanceContracts•  UndefinedcontrolssequencesofoperaHon

•  Pre-purchasedandOwnerprocuredprovisions•  3rdPartyvendors,suchasownerprocuredTAB•  Owner’sProjectRequirements(OPR)•  O&Mstaffappropriatesystems

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PlanningandDesign,BidandAward

DESIGNCONSIDERATIONS

•  Delivery–CMAR,GC,D-B,D-S-B,DirectPrimes•  Closeoutprovisions•  BoEcoordinaHonandcooperaHon

•  2012IeCC/2015IeCCandprevailingcodes/regulaHons•  LocalAHJs•  Sustainabilitygoalsvs.pracHcalapplicaHons•  CanwepleaseKISSalready?•  ConstrucHonAdministraHon

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CxDESIGNREVIEW

•  “Prototype”construcHondocumentsarenotveUed-requiredesignreviewforeachproject

•  ReviewconstrucHondocumentsfortradecoordinaHonoverlapsandgaps

•  Canitbe….designed?constructed?balanced?controlled?operated?adjusted?tested?maintained?...perOPR?

PlanningandDesign,BidandAward

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•  CxPlanshallbedevelopedbyregistereddesignprofessionalorapprovedagency&requiredforpermiqng

•  Systemsrequiredtobecommissionedinclude:•  MechanicalHVACsystemsandassociatedcontrols

•  ElectricallighHngsystemsandassociatedcontrols

•  ServicewaterheaHngsystems

•  Renewableenergysystems

•  CodeincludesrequirementsforHVACsystembalancing,funcHonaltesHng,anddocumentaHon,includingO&Mmanuals

•  BuildingnotconsideredforfinalinspecHon,unHlAHJreceivesleUerfromOwnerthathehasreceivedthePreliminaryCommissioningReport

•  Cximpactsbuildingoccupancy

2015INTERNATIONALENERGYCONSERVATIONCODE

PlanningandDesign,BidandAward

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PlanningandDesign,BidandAward

BIDANDAWARD

•  CxAparHcipaHonatPre-BidMeeHng(s)•  CxAparHcipaHonatPreconstrucHonMeeHng

•  CxPlan•  RolesandresponsibiliHesforallteammembers•  IncorporateCxacHviHesinscheduletocomplete

priortoschoolopening•  ConstraintsregardingtesHngaferschoolopens•  ProvisionsforAHJCxrequirements•  CommunicaHonprotocols•  CommissioningTeam

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ConstrucHonManagement

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ConstrucHonManagement

RENOVATIONSANDADDITIONSPRE-CONSTRUCTION

•  AccurateCostEsHmaHng•  ConstructabilityAnalysis•  ValueEngineering•  ProjectCoordinaHon•  SiteLogisHcs&Planning•  EquipmentOrdering•  BidPackageDevelopment

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ConstrucHonManagement

RENOVATIONSANDADDITIONSCONSTRUCTION•  On-SiteProjectStaff•  ManageTradeContractors•  ConductProgressMeeHngs•  MonitorCostControl•  MaintainTime&Materials•  ImplementQualityControl•  Safety

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ConstrucHonManagement

RENOVATIONSANDADDITIONSPOST-CONSTRUCTION •  Start-Up/Commissioning•  Punch-listandInspecHons•  FireMarshallInspecHons•  As-BuiltDrawings•  O&MManuals•  SpecialDocumentaHon•  NearEndofWarrantyReview

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ConstrucHonManagement

SUBMITTALREVIEWPROCESS•  Pre-purchasedequipment/materials

•  Ownerprocuredequipment/materials

•  DesignTeamandCxAengagement

•  CoordinaHon/compaHbility

•  ContractorresponsibiliHes•  Warrantyrequirements

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ConstrucHonManagement

COMMUNICATION

•  OACandCxprogressmeeHngs•  SiteObservaHonVisits/IssuesLog

•  ConstrucHonScheduleUpdates•  FieldTesHng–Hydronic/DuctLeakage

•  Pre-InstallaHonMeeHngs•  PayrollRequests

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ConstrucHonManagement

QualityControl

•  Pre-InstallaHonMeeHngs•  InstallaHonTests(duct/pipeleakage)•  Mock-UpWall(envelope)•  SystemVerificaHonChecklists•  Start-UpReports•  FuncHonalPerformanceTests•  O&MManualsandTraining

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ConstrucHonManagement

QualityControl–HydronicFlushingandTreatment

•  Specifications include step-by-step start-up & testing procedure details

•  Conduct a meeting prior to the contractor starting his flushing, review procedures and witness a portion of the process

•  Bypass all coils, control valves and appurtenances, etc. & back-flush fouled

components and clean/replace strainers

•  After treatment, request water analysis to ensure all parameters (pH, TDS, Chlorides, etc.) are within manufacturer’s tolerances.

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ConstrucHonManagement

QUALITYCONTROL–HYDRONICFLUSHINGANDTREATMENT

•  Chainofcustodyforwatertreatmentresponsibilitytransferfromcontractortoowneratendofwarranty

•  Clearlyestablishwarrantydates•  Considerextendedwarrantyandservicemaintenance

provisions

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ConstrucHonManagement

QUALITYCONTROL–SYSTEMVERIFICATION

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ConstrucHonManagement

DESIGN/CONSTRUCTION–INTEGRATIONOFBASANDOEM•  Conduct“ControlsIntegraHonandInteroperability”meeHngsduringdesignand

construcHon

•  IncludeContractorResponsibilityMatrix

•  Ensurecontrolsarecompleteandappropriatefortheproject

•  Integrated,factorymounted,pre-programmed(OEM)controlsmayoperateunderaproprietaryprotocol

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OccupancyandAcceptance

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OPERATIONSANDMAINTENANCE(O&M)STAFFTRAINING

•  ReviewOperaHonsandMaintenanceManuals

•  WriUencurriculaandsequencefortraining

•  Usefactorytrainedteachers

•  ½day(Hme)inclassroomseqng

•  ½day(Hme)infieldwithequipment/system

•  Video/Audiorecordtraining(VHS/DVD)•  ConsiderShifWorkers

•  Sign-InSheets

OccupancyandAcceptance

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OccupancyandAcceptance

•  DescripHonofSystems

•  Start-upProcedures

•  OperaHonalProcedures•  Shut-downProcedures

•  EmergencyProcedures

•  MaintenanceProcedures

•  SparePartsandTools

O&M STAFF TRAINING AND HANDS-ON OPERATION

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OccupancyandAcceptance

WARRANTY•  Close-Out•  FinalPayment•  Off-SeasonAcHviHes•  PreventaHveMaintenance•  EnergyUseBaseline•  EnergyModelCalibraHon•  CEBCSData•  NearEndWarrantyReview

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OccupancyandAcceptance

OFF-SEASONMODETESTINGANDVERIFICATION/TRENDING

•  OppositeseasonFPTs•  CUPPlantIntegraHon•  WinterizaHon•  SeasonalModeChanges•  PMQuesHons•  ChronicIssuesLog•  ExtendedWarranHes•  OperaHonsEvaluaHon

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OccupancyandAcceptance

OFF-SEASONMODETESTINGANDVERIFICATION/TRENDING

•  Review/CreateTrendsforPerformanceEvaluaHon•  ExteriorLighHng–Scheduling•  ExteriorEnclosures–InfraredImaging•  Chillers/CoolingTowers/CondenserWater•  Boilers/HeatExchangers/Steam•  Geothermal/Water-to-WaterHeatPumps•  VRV/VRFSystems–WinterOperaHon•  FreezeProtecHon

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OccupancyandAcceptance

OFF-SEASONMODETRAINING

•  ControlsDDC/BAS/BMS•  ReviewTrendsandEvaluatePerformance•  ReviewBAS(Scheduling/Alarms)•  SeasonalPreventaHveMaintenance•  DVDVideo/AudioofTrainingSessions•  Sign-InSheets•  WinterizaHon/SeasonalChanges•  OpHmizaHon

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OccupancyandAcceptance

NEARENDOFWARRANTYREVIEW/PROJECTCLOSEOUT

•  ReviewTrendsandEvaluatePerformance•  ReviewBAS(Scheduling/Alarms)•  ChronicIssues/Failures•  OperaHonsIssues•  MaintenanceIssues/ReviewLogs•  UHlityBills–EnergyConsumpHon•  EnergyManagement(ProsandCons)•  ThoroughWalk-Throughw/ProjectTeam

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OccupancyandAcceptance

ON-GOINGCxENERGYINFORMATION•  For School Districts with an ‘Energy Manager’,

energy performance may be at odds with comfort.

•  More districts monitor and track energy consumption and system performance daily, often relying on Energy Information Systems

•  Potential market for CxAs and EMPs for M&V and to support the collection and analysis of this energy data

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CasesStudies

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Case Study – Design Cx

ActualNoteonMechanicalDrawingsre:MinimumFlowBalanceforVAVs:

•  MinimumFlowscheduledondrawingsrepresentsminimumOAduringOccupiedMode

•  However,thismaybelessthantherequiredminimumflowrequiredbytheterminalboxmanufacturer

•  TheTABcontractorandControlscontractorshalldeterminethedifferencebetweentheminimumOAandtheminimumterminalunitairflowrequirementandaddtheaddiHonalairnecessaryperboxtoensureproperoperaHon

•  Whoisthefinaldesigner?………

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CaseStudy–ControlsCx

DifferencebetweenChillerwithseparatePumpsandChillerwithintegralPumps

•  Lowambient“sof”freezeprotecHonthroughBASvs.pre-programmedlowtemperatureprotecHonsequencewithinchillercontrols

•  Differentcontrolsensors–outdoorambientairvs.mixedairtemperatureupstreamofcoil

•  AswriUen,controlsequencewouldnotwork,BASdoesnotcontrolpumps.

•  Needtocoordinatesequencestoworkinconcertwithoneanother.

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Case Study – Controls Cx

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Case Study – Controls Cx

VAVdiffusers(Therma-Fusers)connectedtoVAVTerminalUnits

•  ‘Intent’wastoprovideimprovedoccupantcontrolinindividualrooms.

•  InlieuofstaHcpressurecontrolforVAVterminalunit,areturnairtemperaturesensorwasuHlized

•  WithoutstaHcpressurecontrol,toomuch(ortooliUle)airmaybedeliveredthroughtheTherma-Fusers

•  MostVAVterminalunitsareequippedwithon-boardcontrollersthatrespondtospacetemperature.TheseneedtobecustomizedforstaHcpressurecontrol

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CaseStudy–Bi-polarIonizaHonandOutdoorAir

Bi-polarionizaHonusedforIAQ(aircleaning)

•  Desiretoreducevolumeofoutdoorairrequiredandassociatedequipmentsizes

•  Beliefitdecouplestheability(need)touHlizeCO2asanindicatorforvenHlaHonrequired.

•  OfenlowlevelozonegeneraHon,needstobeproperlyinstalledandcalibrated.

•  Anumberofschoolswherethesehavebeeninstalled,cite“sleepykids”.CO2levelsweremeasuredbetween1500and1600ppm

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CaseStudy–ControlsCxMiscellaneous

•  FixedoperaHngschedulesestablishedbyremoteEnergyManager–donotaccommodatespecialschoolprograms

•  SequencesincompaHblewithequipment-DehumidificaHonsequenceonunitwithoutreheatcoil

•  LocaHonofAHUstaHcpressuresensor–notcoordinated

Common Control Issues (Challenges)

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Case Study – Controls Cx

•  LocaHonofdifferenHalpressuresensoronchillers,especiallyforchillerswithintegralpumps(locaHonmayaffectlead/lagsequenceandcontrollability)

•  Globaloutdoorairtemperatureandhumiditysensors–locaHoniscriHcal(haveseendifferencesof7to8degreesbetweenchilleryardandroof)

•  Fancutoutsafetyswitches(issueswithinclusionand/orlocaHon)

Common Control Issues (Challenges)

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CaseStudy–TesHngandBalancing

•  OngoingissueswithinexperiencedmechanicalcontractorsperformingductleakagetesHng.

•  AnumberofschoolsfailTABverificaHon(severalmulHpleHmes!).

•  LiUleaUenHonispaidtothereturnairsystem,evenwhenit’sducted.

•  SomeTABcontractorsuseanarHficiallyhighsetpointtobalancethesystem.Whenthesetpointisresettothetypicallevel,properairflowscannotbeachieved.

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HallofShame

DamperSmallerThantheDuct

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WallofShame

PoorLocaHonforTemperatureSensor(especiallywithothersodamachinetobeinstalled)

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HallofShame

PackingMaterialLefinUnit

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HallofShame

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HallofShame

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HallofShame

Open gaps to the Exterior

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HallofShame

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HallofShame

Excessively dirty grilles

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HallofShame

Left in Coil Section of AHU

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HallofShame

When ‘digital is not available, return to analog

(note broken needle on humidity scale)

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HallofShame

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HallofShame

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HallofShame

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HallofShame

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HallofShame

Labeling/Tagging

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HallofShame

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HallofShame

CondensateLineRouHng

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HallofShame

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QuizoftheDay–Whatisthis?

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ThisconcludesTheAmericanInsHtuteofArchitectsConHnuingEducaHonSystemsCourse

Thank You!

Jim Magee, CxA, EMP President

[email protected]

Bob Knoedler, P.E., EMP, CxA Principal – Energy / Cx Services [email protected]

Engineering | Planning | Allied Services