Recommended Updates to the CCC Website “Selecting a Cx Provider”

1. Recommended Updates to the CCC Website “Selecting a Cx Provider”

2. Committee Proposal CCC will add 3 sections to its web site: Section 1: How to select a Cx provider Section 2: Provider profiles Section 3: Sample Cx Documents

3. Section 1: How to Select a Cx Provider • What to consider when selecting a Cx provider • Recommended provider qualifications by project size/complexity: • New Building: Abbreviated, Standard, Complex • Existing Building • Information on available certifications

4. Recommended Provider Quals: New Building Cx

5. Recommended Provider Quals: Existing Building Cx

6. Cx Provider Certification Programs • Information about each of the certification programs • Contact info/website link for each program • Programs to be included: • AABC Certified Cx Agent • AEE Certified Building Cx Professional • BCA Certified Cx Professional • NEBB Systems Cx Administrator • UWM Accredited Qualified Cx Provider

7. AABC: Certified Cx Agent • Two candidate tracks: professional and field. • The firm is certified

8. AEE: Certified Building Cx Professional • No experience necessary if a Certified Energy Manager (CEM) • Building-related education and experience definitions are broad • No membership requirement

9. BCA: Certified CX Professional • Joining BCA not required • Requires client and project references

10. NEBB: Systems Cx Administrator • Only TAB-related experience required • Two modules: HVAC and Plumbing • Adding fire protection module in 2005

11. UWM: Accredited Qualified Cx Process Provider et al. • Entry-level accreditation (QCP) is available for those without experience. • As one passes from CxTS through CxAP, requirements increase • Conditional certifications until experience level is met

12. UWM: Accredited Qualified Cx Process Provider et al. • QCPs need only take course and exam to qualify • CxTS and CxTM similar to CxP, but less exhaustive • Candidates passing exam but not meeting all reqs are given conditional status

13. Design Intent Document Issues Log Systems Manual Section 2: Provider Profiles • Providers submit: • Form with basic information • Will be used to help users compare firms and easily seek further information • Link to Cx Provider website • The following six documents (some will be optional): • Scope of work • Cx Plan • Cx Final Report

14. 2. Form for providers • In addition to contact info and a URL, the form requests: • A. Firm description • # of employees • # years offering Cx services • Average # of Cx projects/year • B. Commissioning activities • Cx and/or RCx • Systems or technologies • Building types

15. Section 3: Sample Documents • CCC will also post to its web site: • A. Samples of each of six requested documents • B. Sample Cx and RCx RfQ and RfP

16. Sample Cx Documents • PECI has compiled an initial list of sample documents. • Sources include EDR, DSA, PECI • A committee is needed to evaluate sample documents and make final decisions

17. Sample Cx Documents

18. Sample RCx Documents