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In this course you consider the primary goals of the building commissioning process for new construction, but also exploring the activities & roles of recommissioning for existing buildings that had already been commissioned, retro-commissioning for...

Course Outline
After participating in this course, you will be able to:
€¢ recognize that the commissioning and recommissioning process is becoming an accepted practice for building owners and manufacturing process managers
€¢ implement an effective and successful quality design and construction approach that incorporates the commissioning process
€¢ specify the key steps and tools used in the commissioning and total building commissioning process with a thorough understanding of their similarities and differences
€¢ change from the current design-build-supervise process to the commissioning process
€¢ transform your organization to adopt the total building commissioning process principles



Building commissioning, a tool originally developed for HVAC systems, is being extended to all new building systems: the current concept of total building commissioning. Its use is on the rise. Many major companies and government agencies now require the commissioning process on new construction and renovation projects. Owners of institutional, commercial and industrial buildings and large multi-unit residential buildings must use proven quality management tools and process systems that match their needs, meet their budgets and schedules, and reduce operating problems in new and renovated buildings or plants.

In this course you consider the primary goals of the building commissioning process for new construction, but also exploring the activities and roles of recommissioning for existing buildings that had already been commissioned, retro-commissioning for buildings that had not been commissioning and Continuous Commissioning. These goals are to reduce building and process construction costs as well as increase quality, energy efficiency, comfort and value. You also learn how to achieve these goals by introducing more effective planning and communication techniques that are applied from project conception through at least one year of building occupancy or process operations.

The course enhances your understanding of this important tool, by describing how the commissioning and recommmissioning process clearly establishes the owner's project goals and reduces conflicts, construction change orders, end-of-project conflicts, punch lists, and modifications during the first year of operations. When you implement the commissioning process you ensure as a building owner that you receive high-quality building systems, effective operations and maintenance manuals, and well-trained operating staff.

The course brings to you the specialist€'s knowledge of how total building commissioning and recommissioning is integrated into planning, design, construction and operations; how it is organized, packaged and delivered; and how the lessons learnt can be used for continuous improvement of future building projects.

The total building commissioning and recommissioning process must integrate with other construction delivery methods, project management by the owner, bid and build design projects, agency construction management, and design-build. It enhances the existing skills of design, construction, and operating professionals. This course examines the relationship of commissioning to successful commercial processes and to sustainable and green building design, in addition to its primary focus on total building delivery.  The first edition of the CSA Z320-xx Building Commissioning Standard released in 2010 is also discussed and reviewed (public review in March 2010).


€¢ To discuss what the total building commissioning and recommissioning processes are, why there is a need for them and how they differ
   from current procedures.
€¢ To present how total building commissioning has been applied.

Who Should Attend

Commissioning engineers, engineering and architectural consultants, designers, project managers and coordinators, owners and their representatives, developers and builders, directors of physical plants, technical support, operating and maintenance personnel and other individuals interested in smooth operations of institutional, industrial, commercial and large residential buildings.

Instructor: Juan Orozco P. Eng, CEM, LEED AP

Program Outline

Day I

8:00      Registration and Coffee

8:20      Welcome, Introduction, Workshop Preview, Learning Outcomes and the Assessment Method

8:30      The Total Building Commissioning Process €" New Construction

            €¢ Introduction to building commissioning
            €¢ The fundamental objectives of the commissioning process
            €¢ Definition of commissioning
            €¢ Definitions
            €¢ Benefits of the total building commissioning process
            €¢ Do we need a building commissioning authority?

9:30      Refreshments and Networking

9:50     Building Commissioning Phases
            Pre-Design Phase Commissioning process

            €¢ Objectives
            €¢ Pre-design commissioning process
            €¢ Pre-design commissioning team
            €¢ Developing owner's project requirement (OPR)
            €¢ Developing the commissioning plan
            €¢ Exercise: preliminary review of commissioning plan sample
            €¢ Pre-design phase activities
            €¢ Issues log procedures report
            €¢ Commissioning process progress reports
            €¢ Pre-design phase acceptance requirements
            Design Phase
            €¢ Objectives
            €¢ Design phase commissioning process activities & responsibilities
            €¢ Basis of design
            €¢ Update commissioning plan
            €¢ Commissioning specifications
            €¢ Exercise: preliminary review of commissioning specification sample
            €¢ Design phase documentation
            €¢ Construction checklists - samples
            €¢ Systems manual
            €¢ Training requirements
            €¢ Review of design professional submittals
            €¢ Design phase acceptance requirements

12:00    Lunch

1:00      Construction  Phase
            €¢ Objectives
            €¢ Construction phase responsibilities and activities
            €¢ Construction phase commissioning process
            €¢ Update owner€'s project requirements
            €¢ Update the commissioning plan
            €¢ Commissioning responsibilities matrix (CRM): sample
            €¢ Pre-construction commissioning process meetings
            €¢ Review submittals
            €¢ Schedule commissioning process activities
            €¢ Sample of commissioning schedule for motors and VFDs
            €¢ Sample of M&E building commissioning schedule
            €¢ Developing test procedures
            €¢ Developing test data records
            €¢ Commissioning team meetings
            €¢ Site observations inspections
            €¢  Pre-functional test(PFT)
            €¢ Issues log and deficiency resolution
            €¢ Construction phase documentation
            €¢ Construction phase commissioning process report
            €¢ Commissioning progress report
            Acceptance Phase
            €¢ Objectives
            €¢ Acceptance phase responsibilities and activities
            €¢ Functional performance verification test (FPVT)
            €¢ Deferred testing
            €¢ Issue log and deficiency resolution
            €¢ Verification phase-test execution and functional performance verification
            €¢ Functional performance test forms-sample of standard procedure for variable frequency drives
            €¢Training direction and verification
            €¢ Commissioning corrective action report
            €¢ Record documents and operation & maintenance information
            €¢ Systems manual review and verification
            €¢Updating the commissioning plan, the OPR and BOD
            €¢ Final commissioning report
            €¢ Acceptance phase documentation

             Occupancy Operations & Warranty Phase
            €¢ Objectives
            €¢ Occupancy and operations phase commissioning process activities and responsibilities
            €¢ Occupancy and operation phase acceptance
            €¢ Warranty activities and documentation
            Commissioning Process Flow Chart 

2:30      Refreshments and Networking

2:45      Building Commissioning Contracting Options

            €¢ Who should perform commissioning?
            €¢ What is the third party testing company?
            €¢ Pros and cons associated to potential commissioning providers
            €¢ Contractor€'s representative as the commissioning authority
            €¢ Owner€'s representative as the commissioning authority
            €¢ Engineer's representative as the commissioning authority
            €¢ Equipment vendor's representative as the commissioning authority
            €¢ Third party as the commissioning authority 

            Building Commissioning-Roles and Responsibilities
            €¢ Building commissioning process activities performed by the commissioning Authority: 
               general activities, during the pre-design phase, during the design phase, during the construction phase, during the 
               occupancy and operations phase
            €¢ Activities executed by the owner
            €¢ Activities executed by the M&E consultant/engineer
            €¢ Activities executed by the construction manager
            €¢ Activities executed by the M&E contractor 
            €¢ Activities executed by manufacturers  

            Commissioning Services Request for Qualifications
            €¢ Background
            €¢ Scope of work
            €¢ Limit of responsibilities
            €¢ Focus of the commissioning process
            €¢ Desired qualifications
            €¢ Instruction to proponents
            €¢ Selection criteria

4:30      Adjournment

Day II

8:30      Developing the Owner€'s Project Requirements in New Construction
            €¢ The OPRs in the commissioning process
            €¢ Key elements of the OPRs
            €¢ OPRs€' common elements to most of commissioning process
            €¢ Obtaining the information
            €¢ Owner's project requirement workshop

9:00      Exercise: ASHRAE Headquarters- Owner Project Requirements  

9:45      Refreshments and Networking

10:00    Training for Building Commissioning

            €¢ The training manual-training sessions
            €¢ Electrical systems-mechanical systems
            €¢ BAS and EMCS
            €¢ Training agenda-training evaluation

            Commissioning Communications
            €¢ Communication as basis of all commissioning activities
            €¢ Methods of communication-the commissioning plan
            €¢ Verbal communication
            €¢ The commissioning issue log
            €¢ E-mail commissioning correspondence
            €¢ Commissioning report-specifications
            €¢ Contractor commissioning scope description for pricing
            €¢ Kick-off meeting: commissioning meetings
            €¢ Commissioning field inspections comments  

            Cost of Building Commissioning and Return on Investment
            €¢ Benefits of building commissioning
            €¢ What is including in the building commissioning cost?
            €¢ How much cost will building commissioning add to the project cost?
            €¢ Estimated cost of LEED commissioning 

            Commissioning for Energy Management
            €¢ Continuous commissioning (CC) and team members
            €¢ Continuous commissioning process
            €¢ Uses of commissioning in the energy management process
            €¢ Commissioning measures
            €¢ Operational efficiency measures for AHU systems
            €¢ Ensuring optimum building performance
            €¢ Commissioning new buildings for energy management

12:00    Lunch

1:00      LEED Building Commissioning
            €¢ Sustainability principle and LEED
            €¢ Advantages of LEED certification
            €¢ The role of commissioning in LEED certification
            €¢ Fundamental building commissioning
            €¢ Commissioning report components
            €¢ Standards and guidelines
            €¢ Best Practice commissioning
            €¢ Measurement and verification
            €¢ International performance measurement and verification
            €¢ Protocol (IPMVP)

2:00      Refreshments and Networking

2:15      Commissioning of HVAC Systems
             €¢ Pre-design activities- design phase activities
             €¢ Construction phase activities-acceptance phase

            Commissioning of Building Envelope Systems
            €¢ Pre-design activities-design phase activities
            €¢ Construction phase activities-acceptance phase

            Commissioning of Electrical Systems
            €¢ Pre-design activities-design phase activities
            €¢ Construction phase activities-acceptance phase

            Commissioning of Special Electrical Systems
            €¢ Pre-design activities-design phase activities
            €¢ Construction phase activities-acceptance phase

3:15      Refreshments and Networking

3:30      Commissioning of Plumbing Systems

             €¢ Pre-design activities- design phase activities
             €¢ Construction phase activities-acceptance phase

             Commissioning of Fire Protection Systems
              €¢ Pre-design activities-design phase activities
              €¢ Construction phase activities-acceptance phase

             The Commissioning Process Matrix
              Case Study(discussion)

3:45     Discussion and Review of the First Edition of the CSA Z320-xx Building Commissioning Standard

4:30      Adjournment


8:30      Building Recommissioning

            €¢ Recommissioning guide
            €¢ Commissioning, recommissioning, retrocommissioning and continuous commissioning
            €¢ How recommissioning helps
            €¢ Recommissioning benefits
            €¢ O&M assessment, Rcx and energy audits
            €¢ Cost of recommissioning
            €¢ Recommissioning process

            Recommissioning Process Breakdown
            €¢ Phase 1: Planning: recomissioning team, what makes a good candidate for recomissioning?
            €¢ Phase 2: Investigation: pre-site investigation phase, typical HVAC information, problems that drive energy cost up
            €¢ Phase 3: Implementation
            €¢ Phase 4: Hand-Off and persistence strategies
            €¢ Key strategies for success

9:30      Retro-commissioning
            €¢ Definitions
            €¢ Owner responsibilities
            €¢ Retro-commissioning authority responsibilities
            €¢ Certified TAB firm responsibilities
            €¢ Design professional responsibilities
            €¢ Contractor or vendor responsibilities
            €¢ Minimum instrumentation
            €¢ Retro-commissioning report
            €¢ Current building requirements (CBR)

11:00    Refreshments and Networking

11:15    Retro-commissioning
            €¢ Retro-commissioning plan
            €¢ Data logs and interview records
            €¢ Testing check sheets
            €¢ Utility usage evaluation
            €¢ Fine tuning, low cost, not cost and quick fix report
            €¢ Corrective actions recommendations report
            €¢ Commissioning report of corrective actions
            €¢ TAB report
            €¢ Commissioning communications

12:00    Lunch

1:00      Retro-commissioning Process
            €¢ Pre-site investigation phase
            €¢ Site investigation phase
            €¢ Site investigation phase documentation
            €¢ Analysis phase
            €¢ Corrective action phase
            €¢ Follow-up phase

2:00      Refreshments and Networking

2:15      Retro-commissioning Procedures

              Investigation Phase

             Site Investigation Activities

            €¢ Team members and responsibilities
            €¢ HVAC Activities: owner staff training-initiate site investigation, site datalogger utilization-building load study, HVAC system
              investigation and test, control systems investigation and tests, cooling tower and boiler gas (water usage investigation and tests),
              perform HVAC quick fixes, test and balance
            €¢ Building envelop activities ( investigation and tests)
            €¢ Electrical systems activities
            €¢ Site investigation-building lighting load and quality study
            €¢ Building  lighting control study-building electrical study
            €¢ Building power quality and grounding inspection
            €¢ Electrical system M&V-building electrical investigation and tests: plumbing system activities, site investigation-assessment- water
              usage study, systems investigation and tests, landscape water investigation and tests, rain water harvesting investigation and tests,
              grey water system investigation and tests, Perform plumbing quick fixes, water usage system M & V, gas usage system M&V
            €¢ Sustainable activities (investigation and tests)
            Site Investigation Phase Documentation 
            Analysis Phase

            €¢ Responsibilities-analyze issues
            €¢ Building energy analysis
            €¢ HVAC systems analysis
            €¢ Building envelop system analysis
            €¢ Electrical system analysis-plumbing system analysis
            €¢ Problem solutions
            €¢ Retro-commissioning corrective action report development
            €¢ Analysis phase documentation
            Retro-commissioning Process Matrix

3:15      Refreshments and Networking

3:30      Case Study(discussion)

            €¢ Potential business opportunities
            €¢ Benefits of service

4:00      Questions and Answers and Feedback to Participants on Achievement of Learning Outcomes

4:30      Final Remarks and Concluding Adjournment

Juan Orozco
Juan Orozco (P.Eng., CEM, LEED® AP) is an electrical engineer registered with Professional Engineers Ontario (PEO) who has over twenty years of varied commercial and industrial experience. A certified energy manager from the Association of Energy Engineers and a LEED accredited professional, Mr. Orozco currently works as an energy manager developing and implementing energy management plans to reduce energy and improve operational efficiency in buildings in the commercial and institutional sectors. He specializes in building commissioning, recommissiong, energy audits, and power quality.

Prior to becoming an energy engineer, Mr. Orozco worked as a building commissioning engineer in commercial, institutional, health care, and mission critical facilities. He has also been an energy and reliability engineer for a hydro company, as well as a university professor. He has been involved in several LEED projects as part of a commissioning team, amassing many years of technical training experience. This experience includes working with large-scale power distribution systems in Canada, the United States, and South America.

Prerequisites & Certificates

Certificates offered

2.1 CEUs / 21 PDHs

Cancellation Policy
To withdraw from a course, you must send a request, in writing, with the official receipt to our office. Fifteen or more business days in advance: full refund less $50.00 administration charge. Five to fifteen business days in advance: non-refundable credit of equal value for any future EPIC seminar within one year. Credits are transferable within your organization. In case of an unexpected event occurring after this time, you may send someone else to take your place without any additional cost.
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The course was very well presented and the course instructor was absolutely amazing.
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Our instructor, Stephen Lamming, was outstanding and a true expert in his field. He was able to complement the technical air monitoring information with practical real life examples which was highly beneficial. He is an excellent communicator and was highly interactive with the course attendees. This course was recommended to me because Stephen Lamming does an outstanding job. I was very impressed with this course and have subsequently recommended it to my colleagues.
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