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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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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
Open gaps to the Exterior
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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
Labeling/Tagging
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HallofShame
CondensateLineRouHng
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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