# Presentation: 360656

## Implementing Commissioning and the CxP for DOE Super ESPC Projects  Draft Guideline Review

**Implementing Commissioning and the CxP for DOE Super ESPC Projects  ****Draft Guideline Review**

- Chuck Dorgan, P.E., Ph.D., CxAP
- Roger Johnson

## 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

- 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**

## 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

- 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

## 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?

- 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?

## 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?)

- 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?)

## 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?

- 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?

## 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.

- 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.

## 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

- 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

## Phase 2: At the Initial Proposal Kickoff meeting facilitated by DOE 
Discuss the role of CxP

- Phase 2: At the _Initial Proposal Kickoff meeting facilitated_ by DOE
- Discuss the role of CxP

## 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

- 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

## 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)

- 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)

## 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

- 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

##    
Cx Team meetings are scheduled and held per CxPlan
Cx 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

- Cx Team meetings are scheduled and held per CxPlan
- Cx 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

##  
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

- 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

##  
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)

- 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)

## Phase 4 - After Award
Implement design and construction checklists for completion by ESCO, with sampling verification by the CxA against APR document and CxPlan

- Phase 4 - After Award
- Implement design and construction checklists for completion by ESCO, with sampling verification by the CxA against APR document and CxPlan

## 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

- 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

## 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)

- 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)

## 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)

- 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)

##  
Perform the first year scheduled continuous commissioning requirements and/or assist the Agency in performing the requirements in the first year

- Perform the first year scheduled continuous commissioning requirements and/or assist the Agency in performing the requirements in the first year

## Phase 4: Operations and Occupancy Use
CxA
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

- Phase 4: Operations and Occupancy Use
- CxA
- 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

## 
Checklists for the DOE Super ESPC CxP Library
Summary of Lessons Learned
Documented and Ad Hoc Benefits of the CxProcess for the specific project

- Checklists for the DOE Super ESPC CxP Library
- Summary of Lessons Learned
- Documented and Ad Hoc Benefits of the CxProcess for the specific project

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

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

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

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

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

## Planning Checklists
Design Checklists
Installation Checklists (includes pre-tests, testing, controls, TAB, functional tests (in addition to test procedures)
Occupancy and Operations Checklists

- Planning Checklists
- Design Checklists
- Installation Checklists (includes pre-tests, testing, controls, TAB, functional tests (in addition to test procedures)
- Occupancy and Operations Checklists

## 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)

- 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)

## 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?

- 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?

## Question/AnswersFeedback and Discussion

## 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?

- 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?