Implementing Commissioning and the CxP for DOE Super ESPC Projects Draft Guideline Review Chuck Dorgan, P.E., Ph.D., CxAP Roger Johnson

Implementing Commissioning and the CxP for DOE Super ESPC Projects

Draft Guideline Review

Chuck Dorgan, P.E., Ph.D., CxAP

Roger Johnson

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Tasks Yet to be Completed

Interviews and meetings with ESCOs Develop the working draft guideline on how

CxP can effectively be integrated with Super ESPC program

Develop sample tools/templates with the Cx Working Group members for use in Super ESPC projects– This should be an ongoing ‘sharing of formats’

that are proven from all projects

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What is Our Goal?

Take the best of commissioning process practice and incorporate into the DOE Super ESPC process and Projects

Some tasks:– Develop a Draft Guide (our emphasis today)– Develop implementation tools– Develop the final draft guideline– Complete a pilot project– Develop case study and supporting documents

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Our Goal in the Next 30 Minutes

Discuss the Basic Draft Guideline Review Products Developed for the

Guideline Review the California “School” Guideline

– What is in this guideline that needs to be modified for the DOE Super ESPC Guideline

Timetable for completion Who is available for a one on one review?

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From Working Session in New Orleans

Key Words: documentation, timely, consistency, standardized, expectations, performance criteria, agreement, longevity, assurance, understanding complexity, training, realization of benefits, turnover, knowledge, satisfaction

This was in reaction to: What is not achieved on previous DOE Super ESPC projects? (Including – What do you want from Commissioning (CxP) to solve some of these needs?)

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Second topic at New Orleans

Key Words:

guidelines, flow chart, metrics, education, training, definitions, commitment, checklists, deliverables, cost/benefits, roles and responsibilities, format

This was in reaction to: What Cx Tools do we need for the DOE Super ESPC projects?

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What we provided as current working material and references

Volume 1: Current draft Overview of DOE Super ESPC Commissioning Process Guideline

Form 1: A working draft of a form to be completed to insure everyone understands the role of CxP and can relate to the Agency and Project Facilitator their understanding and experience with the CxP. To be completed at Phase 1, 2, or 3.

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Volume 1

Overview Document: The document that is required to make sure everyone has the required background information, not only the day we initiate the CxP into Super ESPC projects, but for the long term, to insure we continue to always stay focused on the Why, What, Expectations, and Benefits of CxP

This is the document that is missing in many Cx programs

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Working Draft DOE Super ESPC CxProcess – Volume 1

Phase 2: At the Initial Proposal Kickoff meeting facilitated by DOE

Discuss the role of CxP

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Working Draft Super ESPC CxProcess – Volume 1

After the Initial Proposal Kickoff meeting:Phase 3 (or at some point possibly as early as Phase 2)

Designate the CxProcess leader or CxA (ESCO except for pilot) Form CxP Team (Agency/ESCO/PF) Convene a APR Workshop

(APR = Agency’s Project Requirements) Draft APR Document Use APR Document to guide development of the final proposal

and to increase certainty of acceptance

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Working Draft Super ESPC CxProcess – Volume 1 (Phase 3)

Develop the initial Cx Plan Develop the issues/benefit log and report Develop checklist for Planning Phase and

Initial Project Development Phase, and as many as possible for all other phases (will be easier as we develop a library and experience with CxP in projects)

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Working Draft Super ESPC CxProcess – Volume 1 (Phase 3)

Implement checklists for completion by ESCO and sampling verification by the CxA against APR document and CxPlan

(recommended?) ESCO and DOE facilitators both provide interim summary report on benefits, recommendations, and checklists at the end of each Phase, or shortly into the next Phase

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Cx Team meetings are scheduled and

held per CxPlanCx Team includes those listed in the

draft guide

Note: Sometimes the CxTeam may only be 2-3 people, such as ESCO designated Commissioning Process leader (CxA) and Agency Project Manager, CxTeam meetings should only involve those with a need related to CxP activities and issues

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Continuously refine the CxPlan and APR Document

based upon, and to match the actual proposal scope Basis of Design for Agency to review-Does it meet

the APR Implement the Cx Plan activities, revise Cx Plan as

required to match the actual project

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Implement checklists for completion by ESCO and

sampling verification by the CxA against APR document and CxPlan

Through the Benefits/Issue log support document, define energy and maintenance benefits, and expected indirect benefits (productivity, satisfaction, and others that will be standard for benchmarking, these will have been developed in the CxPlan or APR Document and will continuously be developed as we go)

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Phase 4 - After Award Implement design and construction checklists

for completion by ESCO, with sampling verification by the CxA against APR document and CxPlan

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Phase 4: Implementing the DO – Performing Modifications or Installations

Maintain the issues/benefits log and report Review training and verify training

– Provide Checklists

Assist in developing the Systems Manual– Provide Checklists

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Phase 4: Implementing the DO – Performing Modifications or Installations

Agency and CxA Participate in and formally verify performance and

other required tests or evaluations, this will include M&V

Agency/PF Reviews ESCO’s Cx Report and other material as

deemed appropriate Reviews the Continuous Commissioning Plan (Big

key to the Agency’s O&M)

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Phase 4: Operations and Occupancy

ESCO’s CxA assists Agency O&M staff in addressing any

operational, training, or performance issues Verifies effectiveness for any first year

additional training that is required Witnesses and verifies the report on any

Seasonal Testing (includes Agency’s participation)

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• Perform the first year scheduled continuous

commissioning requirements and/or assist the Agency in performing the requirements in the first year

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Phase 4: Operations and Occupancy UseCxA• Participate in a mid-year agency project and

warranty review • Develop the final CxP Report on the project• Execute a Lessons Learned workshop at the 8-10

month period to develop information for the Continuous Improvement Report

• Recommended Cx improvements

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Deliverables by ESCO at End of One Year

Checklists for the DOE Super ESPC CxP Library

Summary of Lessons Learned Documented and Ad Hoc Benefits of the

CxProcess for the specific project

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Volume 2-A:

Sample Guideline that can serve as an initial format example (to be modified to match the DOE Super ESPC CxP

program requirements)

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Volume 2-A Example Guide

Example for a rehab of a University building– What is useful?– What needs to be added for a typical ESPC

project example?

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Volume 2-B:

Format for developing CxP checklists for all phases. This includes examples for planning phase and construction phase

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Volume 2-B Checklist Format

Planning Checklists Design Checklists Installation Checklists (includes pre-tests,

testing, controls, TAB, functional tests (in addition to test procedures)

Occupancy and Operations Checklists

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Volume 3:

Sample Guideline that was developed for the California School construction and retro-commissioning(This has been provided for discussion of what may

be included in the ESPC Commissioning Guideline)

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Volume 3 – California Schools

This will not be the Volume 3 for the ESPC CxP guide

From this example: – Is this sufficient coverage? Too much?– Do we want to cover electronic tools that are used

by CxAuthorities?

Will the guide be delivered in electronic format only, or print with CD?

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Question/AnswersFeedback and Discussion

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Timetable for Completion

Initial Draft by December 8 Interviews on interim draft in mid-December Draft for distribution by January 16, 2004

Who is available for one-on-one or two-on-two review of the draft in December 8-19 or January 4-9?

Documents

Implementing Commissioning and the CxP for DOE Super ESPC Projects Draft Guideline Review Chuck Dorgan, P.E., Ph.D., CxAP Roger Johnson