State of Utah Division of Facilities Construction and Management

1. Cx FROM THE OWNER’S PERSPECTIVE State of UtahDivision of Facilities Construction and Management Cx FROM THE OWNER’S PERSPECTIVE DFCM -- Our Mission To provide professional services to assist State entities in meeting their facility needs for the benefit of the public. The Division of Facilities Construction and Management (DFCM) is the building manager for all State owned facilities and is responsible for: All Aspects of Construction and Maintenance of State Buildings Assisting the Utah State Building Board in Developing its Recommendations for Capital Development Projects and Allocating Capital Improvement Funds Overseeing all Non-Higher Education and Non-Judicial Branch Leases Controlling the Allocation of State Owned Space

2. Cx FROM THE OWNER’S PERSPECTIVE New Building Key Components • OWNER – DFCM • AGENCY OR INSTITUTION– • Higher Education includes all State Universities and Colleges • Correctional facilities • State Parks • Office Space • Courts • Hospitals • Museums • FACILITY MAINTENANCE GROUPS • HVAC Shop • Electrical Shop • Carpenter Shop • DESIGN PROFESSIONALS (A/E’s) • Architects • Engineers • Consultants • GENERAL CONTRACTOR • Sub-contractors • Suppliers • manufacturers

3. Cx FROM THE OWNER’S PERSPECTIVE Reasons/Goals for Building Commissioning Cx FROM THE OWNER’S PERSPECTIVE • Energy Efficiency to minimize utility costs • Ensure building components performance • Documented demonstration of system performance • Improve equipment life cycle costs • Improved construction schedule management • Improve building start-up and turn over • Warranty claims are reduced • Improve building occupant thermal comfort levels • Improve indoor air quality (IAQ) • Requirement for LEEDS • Documentation for applying for Utility Rebates

4. Cx FROM THE OWNER’S PERSPECTIVE Utilizing a Cx Agent to meet the Goals • Identify a scope of work • Timing for a Cx Agent’s involvement • Selection • Costs

5. Cx FROM THE OWNER’S PERSPECTIVE SCOPE OF WORK Cx FROM THE OWNER’S PERSPECTIVE • Owner must identify the expectations for the project • What basic systems are included – HVAC, Electrical, Fire Alarm, Emergency Power • Expanded Cx Required – Elevators, UPS, Envelope • Who Contracts the Cx Agent – Owner, Agency, General Contractor

6. Cx FROM THE OWNER’S PERSPECTIVE Timing Cx FROM THE OWNER’S PERSPECTIVE • Pre-design Phase (programming, Owner/Agency Project Requirements) • Design Phase • Construction Phase • Occupancy and Operations Phase

7. Cx FROM THE OWNER’S PERSPECTIVE Cx FROM THE OWNER’S PERSPECTIVE Selection Process Selection Committee (DFCM, Facility Maintenance, Architect, Contractor) Qualification Based Selection Cx Team Member Qualifications Cx Documentation Process Communication/interactions Past Experience and References

8. Cx FROM THE OWNER’S PERSPECTIVE Cx Costs Cx FROM THE OWNER’S PERSPECTIVE • National report 2009 Median Cost $1.16/sf • DFCM Costs: • Classroom, tunnel, Central Plant - $2.08/sf • Housing Unit - $1.14/sf • Housing Unit - $1.68/sf • Housing Unit - $1.85/sf • Science Bldg. - $3.75/sf • Library/classroom/Admin. - $1.49/sf

9. Cx FROM THE OWNER’S PERSPECTIVE Cx Agent’s Areas of Impact Cx FROM THE OWNER’S PERSPECTIVE Cx FROM THE OWNER’S PERSPECTIVE Cx Agent’s Impact to Project Owner’s Goals Energy Efficiency Ensure building performance Documented performance equipment life cycle costs Improved schedule management Improve building start-up and turn over Reduced Warranty claims Improve thermal comfort levels Improve indoor air quality (IAQ) Requirement for LEEDS Applying for Utility Rebates • Quality • Schedule • Value • Communications

10. Cx FROM THE OWNER’S PERSPECTIVE Quality Cx FROM THE OWNER’S PERSPECTIVE • Meets Requirements of Construction Documents • Good tracking and reporting process • Training is done timely and completely for Facility Staff • Facility Understands system better • Input during programing and design will improve project

11. Cx FROM THE OWNER’S PERSPECTIVE Schedule Cx FROM THE OWNER’S PERSPECTIVE • Work to project schedule • Input to GC’s Schedule for commissioning • Identify problem areas in schedule • Improve system start-up • Ready for occupancy to end user with a fully functional bldg. • Problems identified early before they impact project schedule

12. Cx FROM THE OWNER’S PERSPECTIVE Communications Cx FROM THE OWNER’S PERSPECTIVE • Timely notification of problems • Be a part of the system flow • Attend project meetings and coordination meetings • Anticipate and inform • Follow-up proceedures

13. Cx FROM THE OWNER’S PERSPECTIVE Value Cx FROM THE OWNER’S PERSPECTIVE • Energy efficiency is improved (8% - 20%) • Optimizes value received for each construction dollar spent • Early involvement in project has greatest impact • Properly operating equipment improves life cycle cost and decreases maintenance costs • Good/Bad for suppliers and contractors – level field • Simplifies utility rebate process

14. Cx FROM THE OWNER’S PERSPECTIVE Cx FROM THE OWNER’S PERSPECTIVE INVOLVING A COMMISSIONING AGENT DURING THE EARLY PHASES OF A PROJECT’S DEVELOPMENT MAXIMIZES THE BENEFITS THAT COMMISSIONING AFFORDS AT THE HIGHEST POSSIBLE VALUE.

15. Cx FROM THE OWNER’S PERSPECTIVE • PROGRAMMING • DOS • Speak English • Establish a quality process • Develop the OPR within the framework of the AE’s program • Develop the scope of commissioning • Assist in the development of your commissioning team: the AE, user’s project construction manager, the user’s operating and maintenance personnel, vendors of complex and/or specialty equipment, etc. • DON’TS • If you’re lucky enough to be hired at this stage, don’t stand idly by and let the opportunity slip away.

16. Cx FROM THE OWNER’S PERSPECTIVE Cx FROM THE OWNER’S PERSPECTIVE • DESIGN • DO • Speak English • Update the OPR • Review the basis of design documents • Prepare detailed commissioning specifications • Participate in design reviews at the SD, DD, and CD phases • Develop the commissioning plan and define the contractor’s related responsibilities • Be involved with the interstitial space planning and the AE clash detection process • Assist the designers to include elements in the design/construction documents that meet both good engineering principles and are maintenance/operations friendly • Be certain you’re working on the most current set of documents and specifications

17. Cx FROM THE OWNER’S PERSPECTIVE Cx FROM THE OWNER’S PERSPECTIVE Cx FROM THE OWNER’S PERSPECTIVE • Provide a detailed description of the responsibilities of all parties • Specify that the training will be filmed and by a professional filming firm • Some tests are very expensive, be specific as to what the tests are and their procedures • Review equipment specifications and control sequence requirements before documents are put out for bid to assure compatibility of requirements between pieces of equipment – often what’s requested is not possible to achieve with the equipment , this is especially true in remodel or addition projects where some systems already exist DESIGN DOS cont

18. Cx FROM THE OWNER’S PERSPECTIVE Cx FROM THE OWNER’S PERSPECTIVE DESIGNDON’TS • Don’t think of yourself as the design engineer • Do not develop an adversarial relationship with the engineers‘ of record • You do not approve the design or design criteria • You are not responsible for code compliance • Don’t forget to keep the user’s maintenance and operations staff involved as well as all of the members of your commissioning team

19. Cx FROM THE OWNER’S PERSPECTIVE CONSTRUCTIONDOS • Speak Eng. . . . . you get the picture, it’ needs to be communication that’s clear, concise, understandable • Begin your work shortly after the ductwork, mechanical lines, etc. are being installed • Stay involved with the review of the contractor’s BIM coordination drawings and make certain that the contractor included all work scopes in the BIM review. • Visit the site frequently (especially if you’re from out-of-state): • Bring up issues early on so they don’t become major issues at the end of the project – the sooner the contractor knows the problem, the sooner it can be resolved • Be a problem solver, not just a problem reporter • Develop a relationship with all project shareholders rather than just furnishing a report • Encourage the contractor to walk the site with you • Your shop drawing reviews must be timely and should be coordinated with the engineers’ of record

20. Cx FROM THE OWNER’S PERSPECTIVE Cx FROM THE OWNER’S PERSPECTIVE CONSTRUCTIONDOS CONT • Insist on coordination meetings with the subs, engineers, architect, etc. – attend as many MEP meetings as possible • We like consistency and seeing the same face – we need a go-to-guy even though you may have specialists • When it’s your responsibility to wear the black hat, then do it and don’t try to pass it off to the owner unless the contractor refuses to respond to you • Keep the user’s maintenance and operations staff informed and involved

21. Cx FROM THE OWNER’S PERSPECTIVE Cx FROM THE OWNER’S PERSPECTIVE CONSTRUCTIONDON’TS • Don’t start late on the project and then play catch up • DO NOT BLOW PAST DIFFICULT ISSUES because they are controversial – tough problems need time to be resolved • The owner/architect/contractor meeting is not the time to surprise the contractor with an issue – it should be brought to the contractor’s attention so they have time to respond before it comes to the attention of the owner/architect. • Do not wait for multiple incorrect practices or installations before raising a concern • When the engineer and commissioning agent have not agreed on an approach to an issue, there’s trouble and it’s difficult to know who controls

22. Cx FROM THE OWNER’S PERSPECTIVE Cx FROM THE OWNER’S PERSPECTIVE POST CONSTRUCTIONDOS • Complete your final commissioning report • Stick with the problem until it’s correctly resolved • Complete the deferred and seasonal testing when applicable • Assure that the performance of the facility is maintained especially before the warranty period expires • Prepare with the owner/user, AE, and contractor a lessons learned list for future use • Provide the owner with any recommendations for changes to our design standards • Be there for the one-year warranty walk through

23. Cx FROM THE OWNER’S PERSPECTIVE Cx FROM THE OWNER’S PERSPECTIVE POST CONSTRUCTIONDON’TS • We don’t want to be the ones to remind you that it’s time for your seasonal testing/commissioning • Don’t write a final report and disappear • Don’t forget to review the O&M’s for completeness • And finally, If you really want us to be satisfied with your performance . . .

24. Cx FROM THE OWNER’S PERSPECTIVE Cx FROM THE OWNER’S PERSPECTIVE DON’T ASK US TO SPEAK AT A COMMISSIONING CONFERENCE/WEBINAR!