VALUE BENEFITS - RETRO-COMMISSIONING EXISTING BUILDINGS

1. VALUE BENEFITS - RETRO-COMMISSIONING EXISTING BUILDINGS VALUE BENEFITS RETRO-COMMISSIONING EXISTING BUILDINGSTIM CORBETT Chair, ASHRAE Special Guideline Program Committee 0 The Commissioning Process

2. VALUE BENEFITS - RETRO-COMMISSIONING - EXISTING BUILDINGS • UNDERSTANDING RETRO-COMMISSIONING (RETRO-Cx) BEGINS WITH UNDERSTANDING COMMISSIONING (Cx) • THERE ARE TWO BASIC TYPES OF Cx: TOTAL PROJECT Cx AND SYSTEMS AND EQUIPMENT Cx • (Definition: Construction Specification Institute) • TOTAL PROJECT Cx (BEGINS AT PROJECT CONCEPTION) • SYSTEMS AND EQUIPMENT (START-UP Cx)

3. VALUE BENEFITS - RETRO-COMMISSIONING EXISTING BUILDINGS • TOTAL PROJECT (FACILITY) COMMISSIONING (Cx) • TOTAL PROJECT (FACILITY) COMMISSIONING, ALSO REFERRED TO AS TOTAL FACILITY COMMISSIONING, BEGINS DURING PROJECT CONCEPTION AND CONTINUES THROUGH FACILITY MANAGEMENT AND USE. • TOTAL PROJECT COMMISSIONING DOCUMENTS THE OWNER’S FACILITY CRITERIA AND VERIFIES THAT THE CRITERIA ARE ACHIEVED AND THAT THE FACILITY IS PLACED INTO PROPER OPERATION.

4. VALUE BENEFITS - RETRO-COMMISSIONING EXISTING BUILDINGS • SYSTEM AND EQUIPMENT COMMISSIONING IS: • A DETAILED OPERATIONAL TESTING, ADJUSTING, AND TRAINING OF SPECIFIC SYSTEMS OR EQUIPMENT TO ENSURE THEIR READINESS FOR USE IN THE COMPLETED FACILITY. • NOT IMPLEMENTED AT PROJECT CONCEPTION • A METHOD OF DETERMINING FINAL ACCEPTANCE • ONLY DOCUMENTS CONDITIONS AT OCCUPANCY

5. VALUE BENEFITS - RETRO-COMMISSIONING EXISTING BUILDINGS • ASHRAE DEFINITION OF THE Cx PROCESS • A METHOD TO IMPROVE THE DELIVERY OF A PROJECT, FOCUSING ON QUALITY, THE METHOD INCLUDES MAKING SURE THAT ALL COMPONENTS OF THE BUILDING ARE PLANNED, INSTALLED, AND MAINTAINED ACCORDING TO THE OWNER’S REQUIREMENTS. • THE TOTAL PROJECT COMMISSIONING AND TOTAL BUILDING COMMISSIONING GO BEYOND NORMAL VERIFICATION OF ALL FACILITY SYSTEMS FOR PERFORMANCE AND INCLUDE THE ENTIRE PROJECT OR BUILDING

6. VALUE BENEFITS - RETRO-COMMISSIONING EXISTING BUILDINGS • APPLYING RETRO-COMMISSIONING (RETRO-Cx) TO EXISTING FACILITIES • NOT A RE-Cx OF CONDITIONS AT FACILITY FINAL ACCEPTANCE • NOT A FACILITY TUNE-UP OR EVALUATION • NOT LIMITED TO BUILDING MECHANICAL/ELECTRICAL SYSTEMS • NOT LIMITED TO OPTIMIZATION OF EXISTING PROCEEDURES OR SYSTEMS • BUT MORE

7. VALUE BENEFITS - RETRO-COMMISSIONING EXISTING BUILDINGS • APPLYING RETRO-Cx TO EXISTING FACILITIES • GATHER AND ORGANIZE ALL EXISTING DOCUMENTATION (PLANNING) • IDENTIFY CHANGES IN USE AND CURRENT FACILITY REQUIREMENTS (DISCOVERY OF ROOT CAUSE) • BUDGET AND PUT BEST OPTIONS INTO IMPLEMENTATION PLAN (PROJECT DELIVERY) • MEET AND ACCEPT ESTABLISHED GOALS FOCUS A METHODS TO OPTIMIZE VALUE (PERSISTENCE)

8. VALUE BENEFITS - RETRO-COMMISSIONING EXISTING BUILDINGS COMPARING Cx METHODS IN NEW/EXISTING FACILITIES NEW – OWNER PROJECT REQUIREMTENTS PRE-DESIGN DESIGN CONSTRUCTION POST-OCCUPANCY • EXISTING – CURRENT FACILITY REQUIREMENTS • PLANNING • INVESTIGATION • IMPLEMENTATION • HAND-OFF • PERSISTANCE

9. VALUE BENEFITS - RETRO-COMMISSIONING EXISTING BUILDINGS FACILITY OWNER’S RESPONSIBILITIES: 1. DEVELOP GOALS AND PROJECT OBJECTIVES 2. DEVELOP A SCOPE OF WORK (CURRENT FACILITIES REQUIREMENTS) 3. HIRE OR ASSIGN THE Cx AUTHORITY 4. SUPPORT THE RETRO-Cx TEAM FINDINGS 5. CLEARLY ARTICULATE THE FACILITY’S INTENDED USE 6. PROVIDE INFORMATION AND FUNDING RESOURCES NEEDED

10. VALUE BENEFITS - RETRO-COMMISSIONING EXISTING BUILDINGS RETRO-Cx AUTHORITY RESPONSIBILITIES THE RETRO-Cx PLAN THE RETRO-Cx PLAN IS THE DOCUMENT DEFINING THE PROJECT’S GOALS, SCOPE, SCHEDULE, DOCUMENTATION REQUIREMENTS, ROLES. AND TASKS OF THE RETRO-Cx TEAM MEMBERS

11. VALUE BENEFITS - RETRO-COMMISSIONING EXISTING BUILDINGS • AT A MINIMUM, THE RETRO-Cx PLAN SHOULD INCLUDE: • • GENERAL BUILDING INFORMATION AND CONTACT INFORMATION • • GOALS AND SCOPE OF THE PROJECT • BRIEF BUILDING AND SYSTEM DESCRIPTIONS, LISTING SYSTEMS INVESTIGATED, CONCLUSIONS, AND APPLICATIONS OF FACILITY OWNER REQUIREMENTS • LIST OF TEAM MEMBERS, RESPONSIBILITIES, AND DELIVERABLES • • METHODS OF COMMUNICATION, REPORTING, AND PROTOCOLS

12. VALUE BENEFITS - RETRO-COMMISSIONING EXISTING BUILDINGS AT A MINIMUM, THE RETRO- Cx PLAN SHOULD INCLUDE: (CONT) • SCHEDULE OF PROJECT MILESTONES • • DOCUMENTATION REQUIREMENTS AND RESOURCES • • INVESTIGATION SCOPE, METHODS, AND CORRECTIVE ACTIONS • • IMPLEMENTATION OF SEASONAL VERIFICATION • • PROJECT HAND-OFF ACTIVITIES

13. VALUE BENEFITS - RETRO-COMMISSIONING EXISTING BUILDINGS RETRO-Cx AUTHORITY RESPONSIBILITIES FINAL REPORT THE FINAL REPORT IS A SUMMARY OF THE PROJECT AND PROVIDES A RECORD OF THE RETRO-Cx ACTIVITIES AND RECOMMENDATIONS FOR MONITORING AND MAINTAINING THE IMPLEMENTED MEASURES.

14. VALUE BENEFITS - RETRO-COMMISSIONING EXISTING BUILDINGS AT A MINIMUM, THE RETRO- Cx FINAL REPORT SHOULD INCLUDE: • EXECUTIVE SUMMARY • PROJECT BACKGROUND • A LISTING, WITH A DESCRIPTION OF FACILITY IMPROVEMENTS AND OPERATING PROCEDURES IMPLEMENTED • ESTIMATES OF LIFECYCLE SAVINGS AND THE ACTUAL COSTS FOR EACH IMPROVEMENT IMPLEMENTED (SIMPLE PAYBACK)

15. VALUE BENEFITS - RETRO-COMMISSIONING EXISTING BUILDINGS THE RETRO- Cx FINAL REPORT SHOULD INCLUDE: (CONT) • TRENDING AND DIAGNOSTIC/MONITORING PLAN, DOCUMENTING RESULTS • ALL TESTING RESULTS • RECOMMENDED RE-COMMISSIONING PLAN REFERENCING LIFECYCLE TESTING INFORMATION FROM RETRO- Cx ACTIVITIES • COMPLETE DOCUMENTATION OF REVISED OR NEW STRATEGIES IMPLEMENTED • A LIST OF CAPITAL IMPROVEMENTS RECOMMENDED FOR FUTURE ACTION

16. VALUE BENEFITS - RETRO-COMMISSIONING EXISTING BUILDINGS • AT THE CONCLUSION OF THE RETRO-CX PROGRAM • THE FACILITY OWNER ADDS VALUE TO THE OPERATION OF THE FACILITY BY: • IMPLEMENTION A PROGRAM OF M&V TO CONTINUE TO TRACK THE BENEFITS OF THE RETRO-Cx PROGRAM • HAVE IN PLACE A FUTURE RE-COMMISSIONING PLAN FOR MAINTAINING BENEFITS • AQUIRE THE TOOLS FOR MAINTAINING AND TRACKING EFFICIENT FACILITY OPERATION • REDUCE OPERATING COSTS AND THE FACILITY CARBON FOOTPRINT

17. VALUE BENEFITS - RETRO-COMMISSIONING EXISTING BUILDINGS QUESTIONS

18. VALUE BENEFITS - RETRO-COMMISSIONING EXISTING BUILDINGS

19. VALUE BENEFITS - RETRO-COMMISSIONING EXISTING BUILDINGS