Specifying Commissioning

1. Understanding the Commissioning Process October 14, 2008 Specifying Commissioning Derek De Jesús, CxA Commissioning Manager Chinook Systems, Inc.

2. Topics • Commissioning Specifications • Commissioning Specification Coordination • Related Sections

3. Commissioning Specifications • What is a Commissioning Specification? • Relays the expectations and requirements of Commissioning to the contracting team • Outlines the Process from a contractual perspective • Includes documents in Division 1, 15, and 16 • Could also include 13, 17, etc… • Define Roles and Responsibilities • Division 1 is the General Contractor as well as sample documentation • Other sections are the respective sub-contractors all related back to Division 1

4. Commissioning Specification • So what really goes into each section? • Anything to accurately relay the intent and requirements of the contractor for this project • Defines what a “deficiency” and “retesting” are • Defines the exact requirements for Warranty and Training • Does not repeat information from those particular sections – FILLS IN THE GAP!!! • Anything that could cost the contractor money or time needs to be identified

5. Commissioning Specifications • So what is the difference between a Plan and the Spec? • The spec typically does not change • Plan is a living document • Allows for wiggle room in the process of getting from A-Z • As it relates to process, the spec speaks in generalities and references the Plan • Plan is specific and detailed • Contractor bids the specification • Plan is used a reference tool to be used in conjunction with the specification

6. Specification Coordination • What is the purpose? • Incorporates Commissioning into ALL related sections • Requires coordination and interaction between the CxA and the A/E specification builder • Performed as part of the CxA design review • Back checked before bid documents • Fills in the gaps between disciplines and even between sections within the same division

7. Specification Coordination • Approach • “What would I need in this document to….?” • Test, maintain, operate, and commission • Looking to ensure that the requirements to properly operate, maintain, and commission the equipment and system are defined • Not looking from the design team perspective but from the O&M, testing agency perspective

8. Specification Coordination • Division 1 • Incorporates all related sections to the Commissioning section(s) • Review the requirements of: • Demonstration and Training • Closeout Submittals • Operations and Maintenance • Warranty

9. Specification Coordination • Division 15 • XXX • XXX

10. Specification Coordination • Division 16 • Coordinate the requirements of other disciplines • Building Automation System (Div 15) • Fire Alarm (Div 13) • Telecom and Security (Div 17) • Miscellaneous systems • Spare parts are defined

11. Specification Coordination • Division 16 • Ask the design team specific questions about any contradictions between plans and spec • Use their knowledge of the intent to define what is listed • Use the OPR and/or BOD to drive questions NOT, “I would do this…” or “I would prefer this…” • Code interpretation based on Lessons Learned

12. Related Sections • What effort is there for the CxA in… • Demonstration and Training specification • Define the level of expectation directly with the owner and O&M staff • Classroom, site, slide presentation • Develop topics and who will present • System overview = Design team • Equipment = Qualified manufacturer representatives • Final repeatable format • DVD, interactive, web-based

13. Related Sections • What effort is there for the CxA in… • Operations and Maintenance specification • Define what type of information is provided based on equipment and systems • Requirement for generators and chillers may not apply to plumbing fixtures and BAS • Are emergency operation manuals required? System level manuals required? • Define what the review process shall be • 1 hardcopy with threaded conversation for comments • 1 Final hardcopy with electronic submission on CD

14. Related Sections • What effort is there for the CxA in… • Warranty specification • Assists in defining the lengths of coverage for specific equipment and components • Typically based on O&M experience • Extracted from owner and O&M staff • Special warranty periods are identified beyond standard manufacturer provided • Closeout submittal specification • Define how as-built documentation is delivered

15. Related Sections • Just like the Commissioning Specifications… …leave the Division 1 sections to define the requirements …coordinate with the Division 15 and 16 Cx sections • Allows the general contractor to be responsible for the delivery and overall requirements • Defines the individual sections for the particular sub-contractor

16. Recap • Commissioning authority’s role in developing specific specifications is quite intensive • Define the cost and time associated with performing commissioning to the contractor • Give them something to bid on • Allow the Commissioning authority to assist in properly coordinating the specification

17. Wrap-up • Questions and Answer Session Derek De Jesús, CxA Chinook Systems, Inc. 2001 Jefferson Davis Hwy, Suite 905 Arlington, VA 2202 703-232-6537 ddjesus@chinooksystems.com