©2005 National Center for Energy Management Building Technology 1

National Center for National Center for Energy Management and Energy Management and Building TechnologiesBuilding Technologies

November 6, 2008

California California

CommissioningCommissioning

CollaborativeCollaborative

SMACNA/SMWIA SMACNA/SMWIA Commissioning Commissioning

forfor

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HVAC Systems CommissioningHVAC Systems CommissioningHVAC Systems CommissioningHVAC Systems Commissioning

▪ HVAC Systems consume HVAC Systems consume HVAC Systems consume HVAC Systems consume considerable energyconsiderable energyconsiderable energyconsiderable energy

▪ HVAC Systems are critical to HVAC Systems are critical to HVAC Systems are critical to HVAC Systems are critical to occupant comfort.occupant comfort.occupant comfort.occupant comfort.

▪ HVAC Systems are among the most HVAC Systems are among the most HVAC Systems are among the most HVAC Systems are among the most complex and interconnected of all complex and interconnected of all complex and interconnected of all complex and interconnected of all building service systems.building service systems.building service systems.building service systems.

©2005 National Center for Energy Management Building Technology 2

National Center for National Center for Energy Management and Energy Management and Building TechnologiesBuilding Technologies

© 2004-2008 NCEMBT

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SMACNA / SMWIASMACNA / SMWIASMACNA / SMWIASMACNA / SMWIA

▪ Both are recognized as experts in HVAC Both are recognized as experts in HVAC Both are recognized as experts in HVAC Both are recognized as experts in HVAC field.field.field.field.

▪ SMACNA provides clearest possible SMACNA provides clearest possible SMACNA provides clearest possible SMACNA provides clearest possible guidance to contractors from preguidance to contractors from preguidance to contractors from preguidance to contractors from pre----construction through final testing and construction through final testing and construction through final testing and construction through final testing and balancing & commissioningbalancing & commissioningbalancing & commissioningbalancing & commissioning

▪ SMWIA provides highly skilled labor SMWIA provides highly skilled labor SMWIA provides highly skilled labor SMWIA provides highly skilled labor needed throughout the fabrication, needed throughout the fabrication, needed throughout the fabrication, needed throughout the fabrication, construction and testing phases of an construction and testing phases of an construction and testing phases of an construction and testing phases of an HVAC Project.HVAC Project.HVAC Project.HVAC Project.

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SMACNA / SMWIASMACNA / SMWIASMACNA / SMWIASMACNA / SMWIA

▪ The SMACNA / SMWIA partnership provides the The SMACNA / SMWIA partnership provides the The SMACNA / SMWIA partnership provides the The SMACNA / SMWIA partnership provides the team of qualified experts necessary for reliable team of qualified experts necessary for reliable team of qualified experts necessary for reliable team of qualified experts necessary for reliable HVAC System Commissioning. HVAC System Commissioning. HVAC System Commissioning. HVAC System Commissioning.

▪ SMACNA standards, manuals and procedural SMACNA standards, manuals and procedural SMACNA standards, manuals and procedural SMACNA standards, manuals and procedural guides are specified in HVAC specifications. guides are specified in HVAC specifications. guides are specified in HVAC specifications. guides are specified in HVAC specifications.

▪ SMACNA Publications cover all aspects of HVACSMACNA Publications cover all aspects of HVACSMACNA Publications cover all aspects of HVACSMACNA Publications cover all aspects of HVAC

• Design, Design, Design, Design,

• Fabrication, Fabrication, Fabrication, Fabrication,

• InstallationInstallationInstallationInstallation

• Testing, Adjusting & Balancing Testing, Adjusting & Balancing Testing, Adjusting & Balancing Testing, Adjusting & Balancing

• Commissioning.Commissioning.Commissioning.Commissioning.

©2005 National Center for Energy Management Building Technology 3

National Center for National Center for Energy Management and Energy Management and Building TechnologiesBuilding Technologies

© 2004-2008 NCEMBT

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SMACNA CommissioningSMACNA CommissioningSMACNA CommissioningSMACNA Commissioning

▪ “HVAC SYSTEMS COMMISSIONING MANUAL” published by SMACNAprovides the contractor with a comprehensive yet flexible approach to commissioning that can be applied to any commissioning project.

▪ Level 1, Basic Commissioning

▪ Level 2, Comprehensive Commissioning

▪ Level 3, Critical Systems Commissioning

▪ Re-Commissioning (existing buildings)

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HVAC SYSTEMS COMMISSIONING MANUALHVAC SYSTEMS COMMISSIONING MANUALHVAC SYSTEMS COMMISSIONING MANUALHVAC SYSTEMS COMMISSIONING MANUAL

▪ Level 1, Basic Commissioning Level 1, Basic Commissioning Level 1, Basic Commissioning Level 1, Basic Commissioning

•PreparationsPreparationsPreparationsPreparations

•Commissioning PlanCommissioning PlanCommissioning PlanCommissioning Plan

•PrePrePrePre----Start ChecksStart ChecksStart ChecksStart Checks

•Functional Performance TestsFunctional Performance TestsFunctional Performance TestsFunctional Performance Tests

•Operations Instructions and Operations Instructions and Operations Instructions and Operations Instructions and DemonstrationDemonstrationDemonstrationDemonstration

©2005 National Center for Energy Management Building Technology 4

National Center for National Center for Energy Management and Energy Management and Building TechnologiesBuilding Technologies

© 2004-2008 NCEMBT

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HVAC SYSTEMS COMMISSIONING MANUALHVAC SYSTEMS COMMISSIONING MANUALHVAC SYSTEMS COMMISSIONING MANUALHVAC SYSTEMS COMMISSIONING MANUAL

▪ Level 2, Comprehensive Commissioning Level 2, Comprehensive Commissioning Level 2, Comprehensive Commissioning Level 2, Comprehensive Commissioning

•Program, or PreProgram, or PreProgram, or PreProgram, or Pre----Design PhaseDesign PhaseDesign PhaseDesign Phase

•Design PhaseDesign PhaseDesign PhaseDesign Phase

•Construction PhaseConstruction PhaseConstruction PhaseConstruction Phase

•Acceptance PhaseAcceptance PhaseAcceptance PhaseAcceptance Phase

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HVAC SYSTEMS COMMISSIONING MANUALHVAC SYSTEMS COMMISSIONING MANUALHVAC SYSTEMS COMMISSIONING MANUALHVAC SYSTEMS COMMISSIONING MANUAL

▪ Level 3, Critical Systems CommissioningLevel 3, Critical Systems CommissioningLevel 3, Critical Systems CommissioningLevel 3, Critical Systems Commissioning

•Critical ApplicationsCritical ApplicationsCritical ApplicationsCritical Applications

•Commissioning OrganizationCommissioning OrganizationCommissioning OrganizationCommissioning Organization

•Level 3 specific proceduresLevel 3 specific proceduresLevel 3 specific proceduresLevel 3 specific procedures

©2005 National Center for Energy Management Building Technology 5

National Center for National Center for Energy Management and Energy Management and Building TechnologiesBuilding Technologies

© 2004-2008 NCEMBT

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HVAC SYSTEMS COMMISSIONING MANUALHVAC SYSTEMS COMMISSIONING MANUALHVAC SYSTEMS COMMISSIONING MANUALHVAC SYSTEMS COMMISSIONING MANUAL

▪ ReReReRe----Commissioning (existing buildings)Commissioning (existing buildings)Commissioning (existing buildings)Commissioning (existing buildings)• Preliminary InvestigationPreliminary InvestigationPreliminary InvestigationPreliminary Investigation

• Survey and Documentation PhaseSurvey and Documentation PhaseSurvey and Documentation PhaseSurvey and Documentation Phase

• Surveys to Confirm Existing DocumentationSurveys to Confirm Existing DocumentationSurveys to Confirm Existing DocumentationSurveys to Confirm Existing Documentation

• Surveys to Produce New or Revised Surveys to Produce New or Revised Surveys to Produce New or Revised Surveys to Produce New or Revised DocumentationDocumentationDocumentationDocumentation

• AnalysisAnalysisAnalysisAnalysis

• ModificationsModificationsModificationsModifications

• ReReReRe----Commissioning TestsCommissioning TestsCommissioning TestsCommissioning Tests

• Documentation and TrainingDocumentation and TrainingDocumentation and TrainingDocumentation and Training

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SMACNA / SMWIASMACNA / SMWIASMACNA / SMWIASMACNA / SMWIA

▪ SMWIA Members receive extensive SMWIA Members receive extensive SMWIA Members receive extensive SMWIA Members receive extensive training available at over 165 joint training available at over 165 joint training available at over 165 joint training available at over 165 joint labor/management sponsored regional labor/management sponsored regional labor/management sponsored regional labor/management sponsored regional training centers.training centers.training centers.training centers.

▪ Apprenticeship programs along with Apprenticeship programs along with Apprenticeship programs along with Apprenticeship programs along with Journeyman upgrade classes produce Journeyman upgrade classes produce Journeyman upgrade classes produce Journeyman upgrade classes produce the skilled technicians required by the the skilled technicians required by the the skilled technicians required by the the skilled technicians required by the complexity of modern HVAC systems.complexity of modern HVAC systems.complexity of modern HVAC systems.complexity of modern HVAC systems.

©2005 National Center for Energy Management Building Technology 6

National Center for National Center for Energy Management and Energy Management and Building TechnologiesBuilding Technologies

© 2004-2008 NCEMBT

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Sheetmetal California StatisticsSheetmetal California StatisticsSheetmetal California StatisticsSheetmetal California Statistics

▪ 625625625625----SMACNA Contractors SMACNA Contractors SMACNA Contractors SMACNA Contractors

▪ 16,000 SMWIA Members16,000 SMWIA Members16,000 SMWIA Members16,000 SMWIA Members

▪ 15 Joint Apprenticeship Centers 15 Joint Apprenticeship Centers 15 Joint Apprenticeship Centers 15 Joint Apprenticeship Centers TrainingTrainingTrainingTraining

▪ With the capacity to train 250With the capacity to train 250With the capacity to train 250With the capacity to train 250----500 technicians a year500 technicians a year500 technicians a year500 technicians a year

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ITI / NEMI / ICBITI / NEMI / ICBITI / NEMI / ICBITI / NEMI / ICB

▪ The National Energy Management Institute The National Energy Management Institute The National Energy Management Institute The National Energy Management Institute explores potential markets for the Sheetmetal explores potential markets for the Sheetmetal explores potential markets for the Sheetmetal explores potential markets for the Sheetmetal IndustryIndustryIndustryIndustry

▪ The International Training Institute (ITI) for the The International Training Institute (ITI) for the The International Training Institute (ITI) for the The International Training Institute (ITI) for the Sheet Metal Industry is responsible for Sheet Metal Industry is responsible for Sheet Metal Industry is responsible for Sheet Metal Industry is responsible for training technicians.training technicians.training technicians.training technicians.

▪ The International Certification Board (ICB) The International Certification Board (ICB) The International Certification Board (ICB) The International Certification Board (ICB) oversees the specialized certification oversees the specialized certification oversees the specialized certification oversees the specialized certification programs for contractors, supervisors, and programs for contractors, supervisors, and programs for contractors, supervisors, and programs for contractors, supervisors, and technicians. technicians. technicians. technicians.

©2005 National Center for Energy Management Building Technology 7

National Center for National Center for Energy Management and Energy Management and Building TechnologiesBuilding Technologies

© 2004-2008 NCEMBT

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The Commissioning SupervisorThe Commissioning SupervisorThe Commissioning SupervisorThe Commissioning Supervisor

▪ Starts out as an ITI trained sheet metal Starts out as an ITI trained sheet metal Starts out as an ITI trained sheet metal Starts out as an ITI trained sheet metal worker, certified as a Testing, Adjusting and worker, certified as a Testing, Adjusting and worker, certified as a Testing, Adjusting and worker, certified as a Testing, Adjusting and Balancing (TAB) Technician. Balancing (TAB) Technician. Balancing (TAB) Technician. Balancing (TAB) Technician.

▪ Specializes in HVAC Service or TABSpecializes in HVAC Service or TABSpecializes in HVAC Service or TABSpecializes in HVAC Service or TAB

▪ Participates in NEMIParticipates in NEMIParticipates in NEMIParticipates in NEMI’’’’s s s s ““““TABB CertifiedTABB CertifiedTABB CertifiedTABB Certified””””programs in commissioning and life safety programs in commissioning and life safety programs in commissioning and life safety programs in commissioning and life safety systems and passes comprehensive testing at systems and passes comprehensive testing at systems and passes comprehensive testing at systems and passes comprehensive testing at the supervisor level.the supervisor level.the supervisor level.the supervisor level.

▪ Meets all criteria defined by the ICB and is Meets all criteria defined by the ICB and is Meets all criteria defined by the ICB and is Meets all criteria defined by the ICB and is certified as a certified as a certified as a certified as a ““““Commissioning SupervisorCommissioning SupervisorCommissioning SupervisorCommissioning Supervisor””””....

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SummarySummarySummarySummary

▪ SMACNASMACNASMACNASMACNA’’’’s comprehensive commissioning s comprehensive commissioning s comprehensive commissioning s comprehensive commissioning approach can be adapted as needed, as approach can be adapted as needed, as approach can be adapted as needed, as approach can be adapted as needed, as specified, or as project costs dictate. specified, or as project costs dictate. specified, or as project costs dictate. specified, or as project costs dictate.

▪ The SMACNA HVAC Contractor is qualified to The SMACNA HVAC Contractor is qualified to The SMACNA HVAC Contractor is qualified to The SMACNA HVAC Contractor is qualified to commission projects at all levels.commission projects at all levels.commission projects at all levels.commission projects at all levels.

▪ Having the largest and most complex building Having the largest and most complex building Having the largest and most complex building Having the largest and most complex building systems makes the HVAC Contractor the most systems makes the HVAC Contractor the most systems makes the HVAC Contractor the most systems makes the HVAC Contractor the most likely choice for commissioning agent. likely choice for commissioning agent. likely choice for commissioning agent. likely choice for commissioning agent.

▪ The SMWIA field technicians are the best The SMWIA field technicians are the best The SMWIA field technicians are the best The SMWIA field technicians are the best trained, best qualified and have the most trained, best qualified and have the most trained, best qualified and have the most trained, best qualified and have the most ““““hands onhands onhands onhands on”””” experience with the most complex experience with the most complex experience with the most complex experience with the most complex building systems.building systems.building systems.building systems.

©2005 National Center for Energy Management Building Technology 8

National Center for National Center for Energy Management and Energy Management and Building TechnologiesBuilding Technologies

© 2004-2008 NCEMBT

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John WimerJohn WimerJohn WimerJohn WimerNNNNational ational ational ational CCCCenter for enter for enter for enter for EEEEnergy nergy nergy nergy MMMManagement and anagement and anagement and anagement and BBBBuilding uilding uilding uilding TTTTechnologiesechnologiesechnologiesechnologies

601 N Fairfax St., Suite 250, Alexandria VA 22314601 N Fairfax St., Suite 250, Alexandria VA 22314601 N Fairfax St., Suite 250, Alexandria VA 22314601 N Fairfax St., Suite 250, Alexandria VA 22314703703703703----499499499499----3352, 3352, 3352, 3352, jwimer@ncembt.orgjwimer@ncembt.orgjwimer@ncembt.orgjwimer@ncembt.org, www.ncembt.org, www.ncembt.org, www.ncembt.org, www.ncembt.org

Questions?Questions?Thank you!Thank you!

Jim PageJim PageJim PageJim PageJim PageJim PageJim PageJim Page

IIIIIIIInternational nternational nternational nternational nternational nternational nternational nternational TTTTTTTTraining raining raining raining raining raining raining raining IIIIIIIInstitutenstitutenstitutenstitutenstitutenstitutenstitutenstitute

601 N. Fairfax St., Suite 240, Alexandria, VA 22314601 N. Fairfax St., Suite 240, Alexandria, VA 22314601 N. Fairfax St., Suite 240, Alexandria, VA 22314601 N. Fairfax St., Suite 240, Alexandria, VA 22314601 N. Fairfax St., Suite 240, Alexandria, VA 22314601 N. Fairfax St., Suite 240, Alexandria, VA 22314601 N. Fairfax St., Suite 240, Alexandria, VA 22314601 N. Fairfax St., Suite 240, Alexandria, VA 22314(562) 429(562) 429--7361, 7361, jpage@sheetmetaljpage@sheetmetal--iti.orgiti.org , www.sheetmetal, www.sheetmetal--iti.orgiti.org

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