NREL is a national laboratory of the U.S. Department of Energy

Office of Energy Efficiency & Renewable Energy

Operated by the Alliance for Sustainable Energy, LLC

This report is available at no cost from the National Renewable Energy

Laboratory (NREL) at www.nrel.gov/publications.

Contract No. DE-AC36-08GO28308

Job Task Analysis

Building Commissioning 

Professional

November 2013 — December 2014

Cynthia Woodley and Christine DePascale

Professional Testing, Inc.

Orlando, Florida

NREL Technical Monitor: Charles Kurnik

Subcontract Report

NREL/SR-7A40-62383

January 2015
NREL is a national laboratory of the U.S. Department of Energy

Office of Energy Efficiency & Renewable Energy

Operated by the Alliance for Sustainable Energy, LLC

This report is available at no cost from the National Renewable Energy

Laboratory (NREL) at www.nrel.gov/publications.

Contract No. DE-AC36-08GO28308

National Renewable Energy Laboratory

15013 Denver West Parkway

Golden, CO 80401

303-275-3000 • www.nrel.gov

Job Task Analysis

Building Commissioning 

Professional

November 2013 — December 2014

Cynthia Woodley and Christine DePascale

Professional Testing, Inc.

Orlando, Florida

NREL Technical Monitor: Charles Kurnik

Prepared under Subcontract No. AXL-4-42107-01

Subcontract Report

NREL/SR-7A40-62383

January 2015
NOTICE

This report was prepared as an account of work sponsored by an agency of the United States government. 

Neither the United States government nor any agency thereof, nor any of their employees, makes any warranty, 

express or implied, or assumes any legal liability or responsibility for the accuracy, completeness, or usefulness of 

any information, apparatus, product, or process disclosed, or represents that its use would not infringe privately 

owned rights. Reference herein to any specific commercial product, process, or service by trade name, 

trademark, manufacturer, or otherwise does not necessarily constitute or imply its endorsement, recommendation, 

or favoring by the United States government or any agency thereof. The views and opinions of authors expressed 

herein do not necessarily state or reflect those of the United States government or any agency thereof.

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Cover Photos: (left to right) photo by Pat Corkery, NREL 16416, photo from SunEdison, NREL 17423, photo by Pat Corkery, NREL 

16560, photo by Dennis Schroeder, NREL 17613, photo by Dean Armstrong, NREL 17436, photo by Pat Corkery, NREL 17721.

NREL prints on paper that contains recycled content.
iii

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Executive Summary

This report describes the process for and results of a comprehensive Job Task Analysis (JTA) of 

Building Commissioning Professionals. This study was performed by Professional Testing on 

behalf of the National Renewable Energy Laboratory. The competency (domains, tasks, and 

associated knowledge) list, which defines the work performed by practitioners, was initially 

developed by a representative panel of practitioners during a meeting held on February 19–21, 

2014, in Orlando, Florida. After the job tasks and associated knowledge and skills were 

identified, a validation survey was conducted of the finding of the JTA and the results of the 

validation study were reviewed by a representative panel of practitioners during a conference call 

held on June 6, 2014. The committee finalized the JTA and examination blueprints for the

Building Commissioning credential scheme based on the survey results.
iv

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Acronyms

AHJ Authority Having Jurisdiction

BAS Building Automation System

BIM Building Information Modeling

BOD Basis of Design

BOP Building Operating Plan

CFR Current Facility Requirements

CMMS Computerized Maintenance Management System

CSI Construction Specification Institute

Cx Commissioning

DACUM Developing a Curriculum

DOE U.S. Department of Energy

EB Existing Building

ECM Energy Conservation Measures

EHS Environmental, health, and safety

FIM Facility Improvement Measures

FPT Functional Performance Testing

HVAC Heating, Ventilation, and Air Conditioning

HVAC&R Heating, Ventilation, Air Conditioning, and Refrigeration

IEQ Indoor Environment Quality

IOM Installation and Operation Manuals

JTA Job Task Analysis

M&V Measurement and Verification

NB New Building
v

This report is available at no cost from the National Renewable Energy Laboratory (NREL) at www.nrel.gov/publications.

NIBS National Institute of Building Sciences

NREL National Renewable Energy Laboratory

O&M Operations and Maintenance

OPR Owner's Project Requirements

PFC Prefunctional Checklists

PPE Personal Protective Equipment

ROI Return On Investment

SD Standard deviation

SEM Standard error of the mean

SME Subject matter expert

TAB Testing Adjusting Balancing

VE Value Engineering
vi

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Table of Contents

1 Introduction........................................................................................................................................... 1

2 Final Building Commissioning Professional DACUM/Job/Task Analysis...................................... 2

2.1 Building Commissioning Professional Job Description .................................................................. 2

2.2 Job/Task Analysis DACUM Chart for Building Commissioning Professional............................... 2

3 Examination Blueprint ....................................................................................................................... 44

4 Job Task Analysis and Survey Validation ....................................................................................... 47

4.1 Survey Development...................................................................................................................... 47

4.2 Survey Dissemination .................................................................................................................... 48

5 Results................................................................................................................................................. 49

5.1 State of Primary Employment........................................................................................................ 49

5.2 Highest Level of Education ........................................................................................................... 50

5.3 Years of Energy Experience .......................................................................................................... 51

5.4 Years of Building Commissioning Experience.............................................................................. 52

5.5 Work Sector................................................................................................................................... 53

6 Post-Survey Conference Call and Webinar ..................................................................................... 55

6.1 Adequacy of Respondent Demographics....................................................................................... 55

6.2 Job Task Ratings............................................................................................................................ 55

6.3 Tasks or Knowledge Missing......................................................................................................... 57

7 Conclusions and Next Steps............................................................................................................. 60

Appendix A: Building Commissioning Professional Validation Study Survey .................................. 61

Appendix B: List of Write-In Comments ................................................................................................. 82
vii

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List of Figures

Figure 1. Highest level of education ....................................................................................................... 51

Figure 2. Years of energy experience ..................................................................................................... 52

Figure 3. Years of experience specifically as a building commissioning professional .................... 53

Figure 4. Sector in which respondent works ......................................................................................... 54

List of Tables

Table 1. Duties and Tasks of Building Commissioning Professional ................................................... 2

Table 2. Areas of Specialized Knowledge Required for Building Commissioning Professional ....... 4

Table 3. Building Systems Required for Building Commissioning Professional................................. 5

Table 4. Areas of General Knowledge Required for Building Commissioning Professional.............. 7

Table 5. Skills and Abilities Required for Building Commissioning Professional............................... 9

Table 6. Attitudes Required for Building Commissioning Professional ............................................. 10

Table 7. Physical Conditions Required for Building Commissioning Professional .......................... 11

Table 8. Tools, Equipment, and Resources Required for Building Commissioning Professional... 13

Table 9. Codes, Standards, Regulations, and Guidelines Required for Building Commissioning 

Professional ........................................................................................................................................ 14

Table 10. Software for Building Commissioning Professional ............................................................ 15

Table 11. Commissioning Tools and Equipment Required for Building Commissioning 

Professional ........................................................................................................................................ 16

Table 12. PPE Required for Building Commissioning Professional.................................................... 17

Table 13. Technology Tools Required for Building Commissioning Professional............................ 18

Table 14. Duties, Tasks, Steps, Specialized Knowledge, Skills, Abilities, Tools, Equipment, and 

Resources Required for Managing Commissioning Projects ....................................................... 19

Table 15. Duties, Tasks, Steps, Specialized Knowledge, Skills, Abilities, Tools, Equipment, and 

Resources Required for Preparing Commissioning Documentation ........................................... 23

Table 16. Duties, Tasks, Steps, Specialized Knowledge, Skills, Abilities, Tools, Equipment, and 

Resources Required for Conducting Commissioning Activities .................................................. 31

Table 17. Duties, Tasks, Steps, Specialized Knowledge, Skills, Abilities, Tools, Equipment, and 

Resources Required for Managing Training Activities .................................................................. 33

Table 18. Duties, Tasks, Steps, Specialized Knowledge, Skills, Abilities, Tools, Equipment, and 

Resources Required for Completing Warranty Phase Activities .................................................. 36

Table 19. Duties, Tasks, Steps, Specialized Knowledge, Skills, Abilities, Tools, Equipment, and 

Resources Required for Conducting Existing Building Commissioning..................................... 38

Table 20. Duties, Tasks, Steps, Specialized Knowledge, Skills, Abilities, Tools, Equipment, and 

Resources Required for Conducting Ongoing Commissioning.................................................... 42

Table 21. Final Proposed Examination Blueprint for Building Commissioning Professional .......... 44

Table 22. Summary of Respondent Holistic Ratings............................................................................. 46

Table 23. List of DACUM JTA Participants............................................................................................. 47

Table 24. State of Employment of Respondents ................................................................................... 49

Table 25. List of "Other" Write-In Comments......................................................................................... 50

Table 26. Highest Level of Education ..................................................................................................... 50

Table 27. Years of Energy Experience.................................................................................................... 51

Table 28. Years of Experience Specifically as a Building Commissioning Professional.................. 53

Table 29. Sector in Which Respondent Works....................................................................................... 53

Table 30. Means, SDs and SEM of Rating Scale Responses................................................................ 56

Table 31. Combined Frequency and Importance Scales ...................................................................... 58
1

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1 Introduction

The National Renewable Energy Laboratory (NREL), in conjunction with the National Institute 

of Building Sciences (NIBS) and the U.S. Department of Energy (DOE), led a study to identify 

the critical duties and tasks required of Building Commissioning Professionals. Professional 

Testing, Inc., used the DACUM (Developing a Curriculum) process to conduct a Job Task 

Analysis (JTA) and identify the competencies.

A panel of subject matter experts (SMEs) was selected by NIBS and convened by Professional 

Testing for a 3-day meeting held February 19–21, 2014, in Orlando, Florida. The competencies 

identified during the meeting were then validated via a survey. This report reflects the 

completion and results of the study, and is organized with Section 2 containing the proposed 

final content outline, and the later sections containing the details of the JTA development 

process, including results of the validation survey.
2

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2 Final Building Commissioning Professional 

DACUM/Job/Task Analysis

2.1 Building Commissioning Professional Job Description

The Building Commissioning Professional is an individual who leads, plans, coordinates and 

manages a commissioning team to implement commissioning processes in new and existing 

buildings.

2.2 Job/Task Analysis DACUM Chart for Building Commissioning 

Professional

A proposed content outline resulting from this Job/Task Analysis follows.

Table 1. Duties and Tasks of Building Commissioning Professional

Duties and Tasks Final 

Weight

Final 

Items

A Managing Commissioning Projects 18% 22

1 Identify the scope of the project ~1% 1 to 2

2 Develop a commissioning team ~1% 1 to 2

3 Manage a commissioning budget ~1% 1 to 2

4 Identify commissioning deliverables ~1% 1 to 2

5 Participate in VE activities ~1% 1 to 2

6 Review project documents ~1% 1 to 2

7 Monitor the construction/project schedule ~1% 1 to 2

8 Participate in project meetings ~1% 1 to 2

9 Conduct commissioning meetings ~1% 1 to 2

10 Track deficiencies (issues log) 2% 2

11 Facilitate risk assessment as it relates to commissioning activities 2% 2

12 Assess pass/fail criteria for functional test results 3% 4

13 Identify tasks for completion of commissioning processes 2% 2

B Preparing Commissioning Documentation 19% 23

1 Assist in developing the OPR/CFR ~1% 1 to 2

2 Create system/equipment list ~1% 1 to 2

3 Create commissioning process tracking metrics ~1% 1 to 2

4 Develop the commissioning plan 2% 2

5 Develop commissioning schedules ~1% 1 to 2

6 Develop communications plans ~1% 1 to 2

7 Create commissioning specifications ~1% 1 to 2

8 Write system verification checklists 2% 2

9 Create FPTs 3% 4

10 Determine site visit protocols (logistics) 0% 0

11 Develop issues logs ~1% 1 to 2

12 Document commissioning meetings ~2% 1 to 2
3

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Duties and Tasks Final 

Weight

Final 

Items

13 Write commissioning reports 2% 2

14 Create systems manuals ~1% 1 to 2

15 Develop end of warranty review process ~1% 1 to 2

C Conducting Commissioning Activities 24% 29

1 Plan commissioning construction activities ~7% 7 to 8

2 Monitor commissioning construction activities ~7% 7 to 8

3 Facilitate the completion of construction checklists 3% 4

4 Facilitate the acceptance phase ~7% 7 to 8

D Managing Training Activities 4% 5

1 Develop training plan 2% 2

2 Facilitate training coordination meeting ~1% 1 to 2

3 Facilitate training activities ~1% 1 to 2

4 Conduct training follow-up activities 0% 0

E Completing Warranty Phase Activities 5% 6

1 Facilitate off-season testing ~1% 1 to 2

2 Troubleshoot facility issues ~1% 1 to 2

3 Measure energy performance 2% 3

4 Facilitate end of warranty meeting ~1% 1 to 2

F Conducting Existing Building Commissioning 23% 28

1 Determine scope of project ~2% 1 to 2

2 Conduct a building performance assessment 3% 4

3 Prepare a CFR ~2% 1 to 2

4 Conduct a systems assessment 3% 4

5 Conduct a site investigation 3% 4

6 Recommend corrections and improvements 3% 4

7 Oversee implementation of corrective measures 3% 4

8 Conduct performance verifications 4% 5

G Conducting On-Going Commissioning 7% 8

1 Measure IEQ performance ~1% 1 to 2

2 Evaluate building systems performance ~1% 1 to 2

3 Review building operating plan ~1% 1 to 2

4 Review maintenance activities ~1% 1 to 2

5 Accommodate space/function changes ~1% 1 to 2

6 Implement corrective actions ~1% 1 to 2

7 Publish measurement and performance results to stakeholders ~1% 1 to 2

Total 100% 120
4

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Table 2. Areas of Specialized Knowledge Required for Building Commissioning Professional

Specialized Knowledge

BAS or monitoring systems Basic construction

BIM Budgeting

Building maintenance Building operations

Building sciences Building systems (see Table 3)

Climate zone variations CMMS

Commissioned systems knowledge Construction contracting

Construction budgets and costs Construction estimating

Construction documents and specifications Construction methods and concepts

Construction management processes Contract knowledge

Construction scheduling Control systems

Controls theory and operations Cx budgeting

Controls graphics Cx processes and procedures

Cx manpower requirements Cx schedules

Cx reporting documentation Cx team member requirements

Cx sequence of events Design documents

Data normalization (weather, days of the month, 

etc.) Divisions used in construction specifications

Developing ROIs Economic analyses

Documentation protocols Energy management fundamentals

Energy calculations Energy performance

Energy modeling Engineering principles

Energy use analysis Evidence collection

Environmental sustainability and efficiency 

goals Facilities management

Expected equipment performance Fault diagnostic knowledge

Failure mode analysis General construction process knowledge

Functional testing procedures, equipment, and 

results IEQ

How system components work together Integration protocols

Incentive programs Life-span cost and quality

Issue resolution process Maintainability, access, and operational 

requirements

M&V methodologies Maintenance issues

Maintenance contracts Maintenance procedures and roles

Maintenance management systems Manufacturers of Cx equipment

Manpower utilization Metering

Needs assessment processes Methodology to inspect systems

Occupancy impacts O&M Procedures

OPR Operations within the facility

Owner's operational configuration and 

personnel Potential EHS hazards and risks

Project documents

Prevailing commissioning pricing structures Project management

Project knowledge Project objectives, goals, and purpose

Project management process Records/document management

Proportional balancing Required construction and installation tests

Regression modeling ROI analysis

Risk assessment and management Sampling protocols and procedures

Safety practices Scheduling

Sequence of construction activities

Scope of work Service contracts
5

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Specialized Knowledge

Sequence of operations Space usage and occupancy schedules

Site safety Spreadsheet development

Special tests (TAB, etc.) Startup requirements

Submetering Successful training outcomes

Substantial completion and final completion System operations

Survey techniques Systems engineering

Systems understanding Systems interactions and integration

Test development TAB

Testing equipment and procedures Testing durations

Testing sequencing Testing procedures

Testing, training, design, and construction 

requirements Testing standards

Training facilitation Training evaluation

Training plans Training methodologies

Trend data Trend analysis

Troubleshooting techniques Troubleshooting methodologies

Unique requirements for facility usage Typical site visit protocols

Utility rate structures and schedules Utility bill structures

Various control technologies (new and legacy) Utility rebate incentives

Warranties Warranty provisions

Table 3. Building Systems Required for Building Commissioning Professional

Building Systems

Air distribution system

Access controls systems

Audiovisual systems

Automated windows and blinds systems

BAS

Building control system

Building envelope

Chilled water system

Combined heat and power system

Communication systems

Condenser water system

Conveying systems

Domestic hot water system

Electrical power quality monitoring system

Electrical power system and emergency power system

Emergency communication systems

Energy metering and monitoring system

Energy recovery system

Fire alarm system

Fire protection (sprinkler) system

Fuel oil system
6

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Building Systems

Gray and black water systems

HVAC control system

HVAC system or HVAC&R system

Irrigation systems

Information technology systems

Laboratory gas system

Life safety system

Lighting control system

Lighting system

Low-temperature refrigeration system

Medical gas systems

Nurse call systems

Plumbing systems

Pneumatic tube systems

Potable cold water system

Public address systems

Pumps and pumping systems

Renewable energy system (combined heat and power, photovoltaics, wind, thermal, etc.)

Security systems

Smoke evacuation systems

Space scheduling systems

Steam and hot water system (heating)

Steam distribution system

Variable speed (frequency) drive system

Vertical transportation systems

Water distribution and control system
7

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Table 4. Areas of General Knowledge Required for Building Commissioning Professional

General Knowledge

Calculations 

Collect information to solve a problem

Perform simple math operations of addition

Perform simple math operations of subtraction

Perform simple math operations of multiplication

Perform simple math operations of division

Transfer number sequences from a source into a column

Compare numbers

Perform math operations using single and multiple digit numbers

Use a calculator

Perform mathematical operations with fractions

Perform mathematical operations with decimals

Make rough estimates

Figure averages

Perform math operations using signed (positive and negative) numbers

Solve ratio problems

Multiply and factor algebraic expressions

Solve problems with graphs

Solve percent problems

Change numbers from percentages into decimals and back

Change numbers from fractions into decimals and back

Solve formula calculations with one unknown

Perform math operations using exponential numbers

Measure angles

Basic Measurement

Record measurements using appropriate unit notations (feet, yards, etc.)

Read and use the scale of a drawing

Use tools to measure quantities and solve problems involving measurements

Measure temperature to within 1°F

Find the dimensions of an object from a scale drawing

Read measurements taken with common measuring tools

Read, interpret, and use size-scale relationships

Measure area (square inches, square centimeters, etc.)

Measure volume (cubic inches, liters, etc.)

Make simple scale drawings

Estimate and approximate measurements

Measure linear distances (length, width, etc.)

Find distances and directions on land maps

Calculate the perimeter and areas of common figures
8

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General Knowledge

Basic Measurement (continued)

Read and apply coefficient measurements indicated in a table or chart

Measure weights using devices calibrated in pounds

Measure length to 1/4 of an inch

Measure length to 1/8 of an inch

Measure board feet

Convert measurements from one unit to another (English to metric, etc.)

Measure weights using devices calibrated in ounces

Measure length to 1/16 of an inch

Communications

Write reports

Ask questions

Communicate using the vocabulary/terminology of a related trade

Communicate with coworkers and/or business people verbally (face-to-face)

Communicate with coworkers and/or business people verbally (telephone, radio)

Listen

Communicate with coworkers and/or business people in writing (letters, memos)

Read and follow directions found in equipment manuals and code books

Read and interpret directions found on labels, packages, or instruction sheets

Read drawings and specifications sheets

Summarize information

Explain procedures

Follow verbal job instructions

Participate in brainstorming

Present to others

Read flowcharts

Research information

Write words and numbers legibly

Evaluate solutions

Find information in references (machinery handbook, tap/drill charts, etc.)

Read codes (building codes, electrical codes, standards, etc.)

Read information from tables and graphs (bar, circle, etc.)

Speak to large groups

Evaluate options/alternatives

Find information in catalogs

Read and follow a map, chart, plan, etc.

Apply assertiveness

Read statistical data

Compare names
9

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Table 5. Skills and Abilities Required for Building Commissioning Professional

Ability to assess building performance Ability to assess timeframes for construction and 

commissioning

Ability to communicate technical information to 

others Ability to conduct a needs assessment

Ability to conduct a root cause analysis Ability to create a matrix

Ability to create checklists Scheduling skills

Ability to deal with difficult people Ability to determine appropriate sampling 

procedures

Ability to determine manpower requirements from 

scope of work Ability to prioritize

Ability to distinguish between systems, equipment, 

and components Ability to identify specialty workers needed

Ability to read and interpret construction 

documents Ability to interpret scope of work

Ability to interpret the TAB report Ability to interpret trends

Ability to read and interpret utility bills, rate 

structures, and utility contracts Ability to perform document discovery

Ability to photograph evidence Ability to review controls graphics

Ability to serve as a mediator between owners, 

contractors, and others Ability to train others

Ability to use collaborative meeting tools (e.g., web 

conferencing, teleconferences) Ability to work with difficult people

Ability to write meeting minutes Analytical skills

Basic math skills Basic accounting skills

Commissioning plan development skills Computer skills

Construction skills Cost estimating skills

Documentation skills Facilitation skills

Financial skills (ROI, etc.) Follow-up techniques

Forensic skills Interpersonal skills

Interviewing skills Investigation skills

Leadership skills Listening skills

Management skills Meeting management skills

Multimedia skills Negotiation skills

Organizational skills Patience

Persistence Physical attributes

Physical mobility Plan reading skills

Presentation skills Project management skills

Reading ability Report writing skills

Research skills Scheduling skills

Team building skills Time management skills

Troubleshooting skills Verbal communication skills

Written communication skills
10

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Table 6. Attitudes Required for Building Commissioning Professional

Critical thinker Good time manager

Honest Manage stress/pressure

Quality focused Adaptable/flexible

Trustworthy Free of substance abuse

Customer oriented Initiative

Detail oriented/attention to detail Lack of prejudice (bias)

Ethical Leader

Integrity Positive attitude

Organized Respectful/empathetic

Common sense Tactful

Analytic Work efficiently (resources)

Professional Work efficiently (time)

Responsible/accountable Conscientious

Work in teams Eager to learn new things/curiosity

Accurate/precise Industrious

Persistent Meticulous

Team player Multitasker

Dependable Self-motivated

Focused Enthusiasm

Punctual Goal oriented

Confident Open to change

Pride in job Tolerant

Safety conscious Helpful

Self-control Patience

Self-discipline Social skills

Cooperative Independent

Good listener
11

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Table 7. Physical Conditions Required for Building Commissioning Professional

Physical Conditions

Position—How important is it that one can . . .

Stand part of the time

Work in a squatting position for more than 5 minutes per hour

Bend forward frequently

Stoop kneel or crouch

Stand all of the time

Mobility—How important is it that one can . . .

Walk

Climb ladders, stairs, poles, etc. using legs and arms

Crawl or creep

Lifting—How important is it that one can . . .

Carry objects of up to 25 pounds

Lift objects from ground to waist level

Arm/Hand Use—How important is it that one can . . .

Reach with arms and hands in any direction

Feel size, shape, and temperature or texture of objects with the hands

Hold or move objects using the fingers

Work with hands and arms over head level

Hold or move objects using the hands but not the fingers

Pull objects with arms or hands

Push objects with arms or hands

Senses—How important is it that one can . . .

Talk

Hear speech

Detect abnormal noises

See clearly at 20 inches or closer (with/without optical assistance)

See and discriminate colors

Judge depth (the position and distance of objects) with the eyes

See clearly at 20 feet or further (with/without optical assistance)

Working Conditions—How important is it that one can . . .

Work outside

Work inside

Work while standing on portable ladders

Work while standing on scaffolding

Work at heights of 1 to 25 feet above ground or floor level

Work while wearing protective equipment (respirators, hoods, etc.)

Work in changing temperatures (in and out of buildings repeatedly)

Work in noisy places (85 decibels or higher with ear protection)

Work in confined spaces
12

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Physical Conditions

Work around or near high-voltage power sources or equipment

Work around or near magnetic equipment or materials

Work at heights of 26 to 75 feet above ground or floor level

Work in high temperatures (85°–130°F)

Work in damp places (high humidity, some standing water)

Work in dry places (lacking any natural moisture or humidity)

Work in dust, oils, fumes, or smells

Work on slippery surfaces

Work in one place (no change of work location)

Work in low temperatures (0°–45°F)

Work while sitting or standing on high roofs, overhangs, or I-beams

Handle hot or cold objects

Work at heights of 76 feet or higher above ground or floor level

Work in stale air (with some oxygen depletion)

Work in subzero temperatures (0°F and lower)
13

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Table 8. Tools, Equipment, and Resources Required for Building Commissioning Professional

Attendance sheets BAS

BOD BOPs

Building operators Building records and documents

CMMS Codes, regulations, standards and guidelines (see 

Table 9)

Cx documentation and systems manuals Cx guidelines and standards

Cx process scope Cx progress reports

Cx team members Computer and software (see Table 10)

Computerized control systems Construction checklists

Construction drawings and documents Construction management systems

CSI Cx tools and equipment (see Table 11)

Energy coordinator or manager Equipment lists

Evaluation form Facility guides

Flipcharts and markers Industrial hygienist

Instruction space (classrooms, etc.) Integrated issues log

Internet Issues resolution logs

Maintenance contracts Maintenance staff

Manufacturers’ data Manufacturers’ documentation

Manufacturers’ guidelines and materials O&M manuals

OPR PPE (see Table 12)

Preventative maintenance schedule Previous training programs

Project completion matrix Project schedules

Project specifications Record drawings

Safety plans Scheduling software

Sign-in sheets Site safety requirements

Specification development software (MasterSpec, 

etc.) Staffing plans

Teaching equipment (projectors, etc.) Teaching materials

Technology tools (see Table 13) Training agendas

Training evaluation data (comments, surveys, etc.) Training facilities

Training materials Training records

Trend data Utility bills

Utility meters Utility rate data

Warranty documents Writing instruments 
14

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Table 9. Codes, Standards, Regulations, and Guidelines Required for

Building Commissioning Professional

Commissioning Standards and Guidelines

ASHRAE Guidelines

Guideline 0 The Cx Process

Guideline 1.1 HVAC&R Technical Requirements for the Cx Process

Guideline 1.5 The Cx Process for Smoke Control Systems

Guideline 0.2 The Existing Building Cx Process

ASHRAE Standards

Standard 202 Cx Process for Buildings and Systems

Illuminating Engineering Society

IES DG-29-11 The Cx process applied to lighting and control systems

NFPA - 3 Recommended Practice on Cx and Integrated Testing of Fire 

Protection and Life Safety Systems

ASHE Guidelines Health Facility Cx Guidelines

NIBS Guideline 3 -- Exterior enclosures

Sources of information AABC Commissioning Group (ACG)

Association of Energy Engineers (AEE)

American Institute of Architects (AIA)

American National Standards Institute (ANSI)

Association of Physical Plant Administrators (APPA)

Army Corp of Engineers

Association of Healthcare Engineering (ASHE)

American Society of Heating Refrigeration and Air Conditioning 

Engineers (ASHRAE)

American Society of Plumbing Engineers (ASPE)

American Society of Testing and Materials (ASTM)

Building Commissioning Association (BCA)

California Commissioning Collaborative (CCC)

California Energy Commission (CEC)

Cost estimating guides

Department of Energy (DOE)

Energy Independence and Security Act (EISA 2007)

Environmental Protection Agency (EPA)

International Performance Measurement and Verification Protocol 

(EVO-IPMVP)

Federal Energy Management Program (FEMA)

Green Globes

General Services Administration Commissioning Guide

International Code Council (ICC)

Institute of Electrical and Electronics Engineers (IEEE)

Illuminating Engineering Society
15

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Commissioning Standards and Guidelines

International Organization for Standardization/International 

Electrotechnical Commission (ISO/IEC)

National Environmental Balance Bureau (NEBB)

National Electrical Code (NEC)

National Electrical Contractors Association (NECA)

National Electrical Testing Association (NETA)

National Fire Protection Association (NFPA)

National Institute of Building Sciences (NIBS)

National Institute of Standards and Technology (NIST)

Occupational Safety and Health Administration (OSHA)

Portland Energy Conservation Inc. (PECI)

Pacific Northwest National Laboratory (PNNL)

Sustainable Airport Manual

Testing and Balancing Bureau (TABB)

Table 10. Software for Building Commissioning Professional

Computer-aided drafting software

BIM and related software

BAS

Building energy modeling software

Computer-aided facility management

CMMS

Construction management software

Data analysis software

Energy management system

ENERGY STAR Portfolio Manager

Integrated work management system

Project management software

Scheduling management software

Spreadsheets/word processing/presentation (Microsoft)
16

This report is available at no cost from the National Renewable Energy Laboratory (NREL) at www.nrel.gov/publications.

Table 11. Commissioning Tools and Equipment Required for

Building Commissioning Professional

General Tools Specialized Tools

Adjustable pliers Anemometer

Adjustable wrench Balometer

Allen wrenches Blower door test equipment

Channel locks Boroscope

Combination wrenches Calibration equipment

Extension magnet Circuit tracer

Flashlight Computer test equipment

Inspection mirror Combustion analyzing instruments

Labeling machine Digital thermometer (surface and air)

Ladders Dosimeter

Laser levels Electrical meters

Locking pliers Flow meters

Lock-out/tag-out equipment Gas analyzers

Markers Hydrometer

Measuring devices Hygrometer

Multimeter Infrared thermometer

Nut drivers Light meters

Pipe wrenches Manometer

Pliers Megohmmeter

Pocket knife Moisture meter

Pocket level Power analyzer

Rain gear Psychrometers

Ratchets Refractometer

Rubber mallet Refrigerant gauges

Screw drivers Refrigeration test equipment

Small power tools (hand electric drill) Smoke stick

Socket sets Sound meters

Square Stroboscope

Stop watch Tachometers

Tape measure Temperature measuring device

Torque wrench Thermal imaging camera

Wire Brush Velometer

Wire cutters Vibration analysis instrument

Wire nuts
17

This report is available at no cost from the National Renewable Energy Laboratory (NREL) at www.nrel.gov/publications.

Electrical Tools Testing and Balancing Tools (TAB)

Amp probe Air data meter

Electrical gloves Differential pressure gauges

Electrical multimeter Flow hoods

Electrical tape Flow measuring device

Electrically insulated tools Flow tree

Fake smoke Hydro data meter

Ground fault circuit interrupter-equipped extension 

cords Magnehelic gauges

Plumbing Tools Pitot tubes

Backflow preventer test equipment Thermometers

Peppermint test equipment

Pressure test plugs

Table 12. PPE Required for Building Commissioning Professional

Arc flash protection (NFPA 70e)

Back protection

Dust masks

Eye protection/safety glasses

Face shield

Fall protection

Gloves

Hardhat

Hearing protection (plugs and muffs)

Respirator

Rubber boots

Safety harnesses

Vests

Work shoes (toe and shank protection)
18

This report is available at no cost from the National Renewable Energy Laboratory (NREL) at www.nrel.gov/publications.

Table 13. Technology Tools Required for Building Commissioning Professional

Technology Tools

Computer with

Spreadsheet applications

Internet access

Word processing applications

Data storage

Graphics software

External data storage/backup

Data gathering

Data loggers with sensors (t/h/kw/on-off)

Thermal imaging

Vibration analysis

Direct digital controls

Smart phone with

Camera

Internet access

Two-way communications

Video recording/transmitting

Wifi access

Tablet computer
19

This report is available at no cost from the National Renewable Energy Laboratory (NREL) at www.nrel.gov/publications.

Table 14. Duties, Tasks, Steps, Specialized Knowledge, Skills, Abilities,

Tools, Equipment, and Resources Required for Managing Commissioning Projects

Duties, Tasks, and Steps NB EB Specialized Knowledge Skills and Abilities Tools, Equipment, and 

Resources

Identify the Scope of the Project

Acquire scope of work documents X X • Building systems (see Table 3)

• Construction scheduling

• Cx manpower requirements 

• Cx processes and procedures

• Cx schedules

• Cx sequence of events 

• Cx team member requirements 

• Records/document 

management

• Scope of work

• Management skills

• Ability to read and interpret 

construction documents

• Attention to detail

• Computer skills

• Plan reading skills

• Project management skills

• Verbal communication skills

• Written communication 

skills

• Codes, regulations, 

standards, and 

guidelines (see Table 9)

• Computer and software

(see Table 10)

• Safety plans

Develop list of tasks X X

Review systems to be commissioned X X

Identify type of building to be 

commissioned or recommissioned

X X

Identify deliverables X X

Determine data/record management X X

Develop a Cx Team

Determine in-house team capabilities X X • Construction contracting • Ability to deal with difficult 

people

• Ability to determine 

manpower requirements 

from scope of work

• Ability to identify specialty 

workers needed

• Interpersonal skills

• Organizational skills

• Team building skills

• Verbal communication skills

• Written communication 

skills

• Commissioning team 

Determine required roles and members

responsibilities 

X X

Identify stakeholders X X

Identify contact information for project 

team members

X X

Identify needs for outside consultants X X

Select commissioning team X X

Identify service maintenance providers X X

Determine information technology

requirements for project

X X

Manage a Commissioning Budget

Review fees X X • Prevailing commissioning 

pricing structures

• Scheduling skills

• Management skills

• Attention to detail

• Basic accounting skills

• Computer skills

• Documentation skills

• Project management skills

• Computer and software

(see Table 10)

• Safety plans

Review tasks X X

Evaluate overall project budget X X

Develop Cx project execution plan and 

timelines

X X

Recalibrate project plan X X

Evaluate invoices from consultants X X

Analyze costs against budget X X
20

This report is available at no cost from the National Renewable Energy Laboratory (NREL) at www.nrel.gov/publications.

Duties, Tasks, and Steps NB EB Specialized Knowledge Skills and Abilities Tools, Equipment, and 

Resources

Account for project costs that might 

affect budget

X X • Verbal communication skills

• Written communication 

Assist contractors in developing their skills

commissioning budgets

X X

Identify Cx Deliverables

Identify building systems X X • Building systems (see Table 3)

• Cx processes and procedures

• Ability to create a matrix

• Scheduling skills 

• Computer skills

• Time management skills

• Written communication 

skills

Identify components and equipment 

associated with building systems

X X

Identify tasks associated with each 

component (what tests you will perform, 

etc.)

X X

Document deliverables X X

Identify deliverable timeline and 

schedule

X X

Participate in VE Activities

Conduct ROI analysis X • Construction budgets and costs

• Economic analyses

• OPR

• ROI analysis

• Scheduling

• Cost estimating skills

• Independence

• Interpersonal skills

• Negotiation skills

• Presentation skills

Evaluate recommendations and 

alternatives

X

Associate budgets with 

recommendations and alternatives

X

Interpret value of impact on OPR X

Review Project Documents

Review OPR/CFR X X • BAS or monitoring systems

• BIM

• Building systems (see Table 3)

• Construction documents and 

specifications

• Construction scheduling

• Contract knowledge

• Design documents

• Project documents

• Sampling protocols and 

procedures

• Sequence of operations

Reading ability Codes, regulations, 

standards, and guidelines 

(see Table 9)

Review BOD X X

Review division of responsibilities X X

Review other team member 

responsibilities

X X

Review legal contract documents X X

Review design documents X X

Design suggestions for modifications X X

Verify project is to code X X

Review BIM models X

Review submittals X X

Review factory witness tests X

Review schedules X X

Review sequence of operations X X

Review training materials X X
21

This report is available at no cost from the National Renewable Energy Laboratory (NREL) at www.nrel.gov/publications.

Duties, Tasks, and Steps NB EB Specialized Knowledge Skills and Abilities Tools, Equipment, and 

Resources

Review installation documents X X

Review contractor startup reports X X

Review mechanical acceptance testing 

forms

X X

Validate BAS software X X

Review TAB report X X

Review operation manuals X X

Review record documents (as-builts) X X

Review previous Cx reports X

Review utility bills X

Review maintenance records X

Review trend logs X X

Review existing contracts (with utilities, 

chilled water, steam, etc.)

X

Review O&M contracts X X

Review BAS contracts X X

Monitor the Construction/Project Schedule

Obtain master construction schedule X • Scheduling

• Sequence of construction 

activities

• Testing sequencing

• Ability to assess timeframes 

for construction and 

commissioning

• Interpersonal skills

• Negotiation skills

• Scheduling software

Create project schedule X

Maintain project schedule X

Insert commissioning milestones and 

durations into master construction 

schedule

X

Obtain updated schedules X

Attend construction/project meetings X X

Communicate need for adjustments to 

schedules

X X

Participate in Project Meetings

Attend prebid meetings X • General construction process 

knowledge

• Interpersonal skills

• Patience

• Verbal communication skills

• Written communication 

skills

Attend postbid meetings X

Attend construction progress meetings X

Attend training meetings X

Attend near-end-of-warranty meetings X

Review meeting minutes X
22

This report is available at no cost from the National Renewable Energy Laboratory (NREL) at www.nrel.gov/publications.

Duties, Tasks, and Steps NB EB Specialized Knowledge Skills and Abilities Tools, Equipment, and 

Resources

Conduct Cx Meetings

Schedule meeting X X • Cx processes and procedures

• General construction process 

knowledge

• Ability to use collaborative 

meeting tools (e.g., Web 

conferencing, 

teleconferences)

• Ability to use collaborative 

meeting tools (e.g., Web 

conferencing, 

teleconferences)

• Ability to write meeting 

minutes

• Leadership skills

• Organizational skills

• Presentation skills

• Written communication 

skills

• Computer and software

(see Table 10)

• Cx tools and equipment

(see Table 11)

• Internet

Prepare agenda for meeting X X

Facilitate design Cx kickoff meeting X

Facilitate construction Cx kickoff 

meeting

X

Facilitate Cx meetings X X

Facilitate sequence of operation review 

meetings

X X

Write meeting minutes X X

Distribute meeting minutes X X

Track Deficiencies (Issues Log)

Identify issues X X • Building sciences

• Building systems (see Table 3)

• Construction documents and 

specifications

• Engineering principles

• General construction process 

knowledge

• OPR

• Ability to read and interpret 

construction documents

• Ability to work with difficult 

people

• Attention to detail

• Computer skills

• Forensic skills

• Interpersonal skills

• Troubleshooting skills

• Codes, regulations, 

standards, and 

guidelines (see Table 9)

• Computer and software

(see Table 10)

• Construction 

management systems

• Integrated issues log

• PPE (see Table 12)

• Site safety requirements

Characterize identified issue X X

Participate in resolution process for 

identified issue

X X

Track identified issue X X

Verify resolution of issues X X

Resolve document issues X X

Facilitate Risk Assessment As It Relates to Cx Activities

Review Cx plan, testing approaches, 

and protocols

X X • Commissioned systems 

knowledge

• Cx processes and procedures

• Potential EHS hazards and 

risks

• Project management process

• Risk assessment and 

management

• Basic accounting skills

• Facilitation skills

• Team building skills

• Codes, regulations, 

standards, and 

guidelines (see Table 9)

• Manufacturers’

documentation

Facilitate safety review X X

Conduct integrative testing X X

Monitor Cx schedules X X

Monitor construction schedules X

Review communication protocols (e.g., 

two-way radios)

X X

Participate in risk mitigation X X
23

This report is available at no cost from the National Renewable Energy Laboratory (NREL) at www.nrel.gov/publications.

Duties, Tasks, and Steps NB EB Specialized Knowledge Skills and Abilities Tools, Equipment, and 

Resources

Review budgets as related to Cx 

activities

X X • Safety practices

• Testing equipment and 

procedures

• Testing standards

Review project management for risk 

mitigation as related to Cx activities

X X

Assess Pass/Fail Criteria for Functional Test Results

Document Cx team participants X X • Functional testing procedures, 

equipment, and results

• Sequence of operations

• Systems interactions and 

integration

• Trend analysis

• Ability to read and interpret 

construction documents

• Ability to interpret trends

• BAS

• Codes, regulations, 

standards, and 

guidelines (see Table 9)

• Cx tools and equipment

(see Table 11)

• Technology tools (see 

Table 13)

Complete functional tests X X

Review functional tests results X X

Review issues log X X

Recommend whether findings are 

compliant with OPR/CFR

X

Send results to design authority

Identify Tasks for Completion of the Cx Process

Verify completion of resolution of issue 

log

X X • General construction process 

knowledge

• Report writing skills

• Ability to interpret scope of 

work

• Project completion 

matrix

Complete commissioning report X X • CMMS

Review owner’s turnover criteria for 

commissioning project X X

Schedule off-season mode testing X

Schedule end-of-warranty meeting X

Schedule off-season training X

Table 15. Duties, Tasks, Steps, Specialized Knowledge, Skills, Abilities,

Tools, Equipment, and Resources Required for Preparing Commissioning Documentation

Duties, Tasks, and Steps NB EB Specialized Knowledge Skills and Abilities Tools, Equipment, and 

Resources

Assist in Developing the OPR/CFR

Conduct interview with owner staff and 

commissioning team

X X • Building systems (see Table 3)

• Climate zone variations

• Environmental sustainability 

and efficiency goals

• IEQ

• Life-span cost and quality 

• Maintainability, access, and 

operational requirements

• Ability to determine 

appropriate sampling 

procedures

• Facilitation skills

• Verbal communication skills

• Written communication 

skills

• Construction drawings 

and documents

• BOD

• Codes, regulations, 

standards, and 

guidelines (see Table 9)

• Cx documentation and 

systems manuals

Develop OPR/CFR criteria matrix for 

commissioned systems

X X

Assist in drafting OPR/CFR X X

Review draft OPR/CFR X X

Update OPR/CFR draft X X
24

This report is available at no cost from the National Renewable Energy Laboratory (NREL) at www.nrel.gov/publications.

Duties, Tasks, and Steps NB EB Specialized Knowledge Skills and Abilities Tools, Equipment, and 

Resources

• Project objectives, goals, and 

purpose

• Space usage and occupancy 

schedules

• Unique requirements for facility 

usage

• Cx process scope

• Cx progress reports

• Project schedules

Create a System/Equipment List

Review Cx scope of work X X • Ability to distinguish 

between systems, 

equipment, and 

components

• Ability to read and interpret 

construction documents

• Ability to perform document 

discovery

• Computer skills

• Organizational skills

• Computer and software

(see Table 10)

• CMMS

Review schedule of commissioned 

equipment

X X

Review drawings, specifications, and 

addenda 

X X

Review existing building record 

documents

X

Compare drawings, specifications, and 

BOD for compliance with OPR/CFR

X X

Identify systems and equipment X X

Document selected systems and 

equipment

X X

Create a Cx Process Tracking Matrix

Identify systems to be commissioned X X • Cx processes and procedures

• Scope of work

• Systems engineering

• Ability to read and interpret 

construction documents

• Ability to use collaborative 

meeting tools (e.g., Web 

conferencing, 

teleconferences)

• Computer skills

• Verbal communication skills

• Written communication 

skills

• Codes, regulations, 

standards, and 

guidelines (see Table 9)

• Computer and software

(see Table 10)

• Construction drawings 

and documents

• Cx tools and equipment

(see Table 11)

• Equipment lists

• Project schedules

• Project specifications

Identify tasks to be completed on each 

system

X X
25

This report is available at no cost from the National Renewable Energy Laboratory (NREL) at www.nrel.gov/publications.

Duties, Tasks, and Steps NB EB Specialized Knowledge Skills and Abilities Tools, Equipment, and 

Resources

Develop the Cx Plan

Determine roles and responsibilities of 

Cx team members 

X X • Cx processes and procedures • Analytical skills

• Commissioning plan 

development skills

• Project management skills

• Verbal communication skills

• Written communication 

skills

• Codes, regulations, 

standards, and 

Provide contact list for Cx team guidelines (see Table 9)

members 

X X

Establish communication protocol X X

Establish document distribution 

protocols

X X

Provide detailed description of Cx 

process activities

X X

Develop schedule of Cx process 

activities

X X

Determine appropriate sampling procedures and methodology in collaboration 

with commissioning team

X X

Provide examples of documentation X X

Document design documentation 

evaluation procedures

X X

Describe Cx process activities X X

Describe system verification procedures X X

Describe testing procedures performed 

by Cx team

X X

Describe systems integration testing 

procedures

X X

Develop training plan for systems being 

created

X X

Describe system manual requirements X X

Describe site observation procedures 

and documentation

X X

Issue resolution log formats X X

Describe Cx progress reports X X

Provide list of systems to be 

commissioned

X X

Describe procedures to mitigate issues 

that are not compliant with OPR/CFR

X X

Issue draft Cx plan for review and 

comments

X X
26

This report is available at no cost from the National Renewable Energy Laboratory (NREL) at www.nrel.gov/publications.

Duties, Tasks, and Steps NB EB Specialized Knowledge Skills and Abilities Tools, Equipment, and 

Resources

Review Cx plan X X

Update Cx plan X X

Develop Cx Schedules

Acquire scope of work X X • Construction scheduling

• Construction methods and 

concepts

• Cx processes and procedures

• Manpower utilization

• Testing durations

• Interpersonal skills

• Negotiation skills

• Cx tools and equipment

(see Table 11)

• Computer and software

(see Table 10)

Acquire project schedule X X

Develop Cx duration schedules X X

Assign sequence of activities X X

Determine team assignments for 

activities

X X

Identify milestones X X

Identify deliverables X X

Identify critical path X X

Create Cx schedule X X

Work with contractor to integrate Cx 

schedule into construction/project 

schedule

X

Identify resources that will be required X X

Develop Communications Plans

Determine meeting frequencies X X • Verbal communication skills

• Written communication 

skills

• Cx tools and equipment

(see Table 11)

• Computer and software

(see Table 10)

Review the scope of work X X

Obtain contact list X X

Determine communication methods 

(phones, etc.)

X X

Establish distribution list X X

Create Commissioning Specifications

Review scope of work X • Cx processes and procedures

• Divisions used in construction 

specifications

• Sampling protocols and 

procedures

• Interpersonal skills

• Verbal communication skills

• Written communication 

skills

• CSI

• Specification 

development software 

(MasterSpec, etc.)

Prepare project-specific commissioning 

specifications

X

Review OPR X

Incorporate Cx specifications into the 

bid document

X

Establish protocols for retesting and 

associated costs

X

Establish sampling protocols X

Create sample Cx documents to include 

in specifications

X
27

This report is available at no cost from the National Renewable Energy Laboratory (NREL) at www.nrel.gov/publications.

Duties, Tasks, and Steps NB EB Specialized Knowledge Skills and Abilities Tools, Equipment, and 

Resources

Write System Verification Checklists

Identify systems to be commissioned X • Building systems (see Table 3)

• Construction methods and 

concepts

• Methodology to inspect 

systems

• Scope of work

• Testing, training, design, and 

construction requirements

• Ability to create checklists

• Ability to read and interpret 

construction documents

• Computer and software

Review drawings, specifications, (see Table 10)

submittals, requests for information, and 

addenda

X

Obtain IOMs X

Review IOMs X

Review details in drawings (schematics, 

one-line diagrams, etc.)

X

Review sequence of operations X

Prepare draft checklists X

List materials, components, and 

installation techniques required by 

construction documents

X

Conduct control point-to-point and 

positional checks and calibration

X

Create FPTs

Review sequence/modes of operations X X • BAS or monitoring systems

• Building systems (see Table 3)

• Controls graphics

• Controls theory and operations

• How system components work 

together

• Integration protocols

• Trend analysis

• Ability to interpret trends

• Ability to review controls 

graphics

• BAS

• Computer and software

(see Table 10)

• Cx tools and equipment

(see Table 11)

Review project documents X X

Review BAS documents X X

Review steps involved in performing 

FPTs

X X

Develop FPT steps X X

Determine equipment and systems 

integration

X X

Develop acceptance criteria X X

Conduct risk assessment X X

Determine various scenarios for FPTs X X

Determine load simulation equipment 

needed

X X

Determine equipment/tool/instrument 

requirements

X X

Determine Cx team members and their 

responsibilities

X X

Determine interface and integration 

requirements

X X

Determine timing and schedule for X X
28

This report is available at no cost from the National Renewable Energy Laboratory (NREL) at www.nrel.gov/publications.

Duties, Tasks, and Steps NB EB Specialized Knowledge Skills and Abilities Tools, Equipment, and 

Resources

execution of FPTs

Determine precursors for testing 

(scheduling)

X X

Include safety tests and verify hardware 

or software driven per specifications

X X

Include alarms, notifications, and 

reports

X X

Determine trending criteria X X

Determine Site Visit Protocols (Logistics)

Review safety protocols and procedures X X • Documentation protocols

• Evidence collection

• Typical site visit protocols

• Ability to photograph 

evidence

• Attention to detail

• Curiosity

• Interpersonal skills

• Verbal communication skills

• Written communication 

skills

• Cx tools and equipment

(see Table 11)

• PPE (see Table 12)

Review site access and security X X

Review communication protocols X X

Develop site visit schedules, durations,

and intervals

X X

Collect evidence (digital photos, etc.) X X

Determine documentation protocols X X

Coordinate with contractor/site 

personnel

X X

Conduct previsit reviews of drawings, 

trends, etc.

X X

Determine site visit agenda (formal or 

informal)

X X

Distribute site visit agenda X X

Identify goals of the site visit X X

Create site visit (field) reports X X

Determine distribution protocols for 

reports

X X

Determine deficiencies to be placed on 

issues logs

X X

Develop Issues Logs

Determine if there is a separate design 

team log versus a construction log

X • Spreadsheet development • Computer skills

• Verbal communication skills

• Written communication 

skills

• Computer and software

(see Table 10)

Determine issues log format X X

Determine conformity with design team 

punch lists

X

Determine distribution list and protocols X X

Determine feedback procedures X X
29

This report is available at no cost from the National Renewable Energy Laboratory (NREL) at www.nrel.gov/publications.

Duties, Tasks, and Steps NB EB Specialized Knowledge Skills and Abilities Tools, Equipment, and 

Resources

Identify responsible parties for issues X X

Document Cx Meetings

Develop meeting agendas X X • Construction management 

processes

• Project knowledge

• Computer skills

• Facilitation skills

• Meeting management skills

• Presentation skills

• Verbal communication skills

• Written communication 

skills

• Cx tools and equipment

(see Table 11)

• Computer and software

(see Table 10)

Develop list of meeting attendees X X

Create sign-in sheets X X

Determine meeting locations and 

logistics

X X

Prepare meeting minutes X X

Set up conference call numbers X X

Distribute meeting minutes X X

Send out meeting invitations X X

Write Cx Reports

Compile all Cx documentation X X • Building systems (see Table 3)

• Cx processes and procedures

• Cx reporting documentation

• Required construction and 

installation tests

• Special tests (TAB, etc.)

• Startup requirements

• Ability to interpret the TAB 

report

• Computer skills

• Interpersonal skills

• Organizational skills

• Presentation skills

• Report writing skills

• Verbal communication skills

• Written communication 

skills

• CMMS

• Computer and software

(see Table 10)

Determine deliverables X X

Determine the distribution list X X

Obtain documents from others (startup 

reports, TAB reports, special tests, etc.)

X X

Develop executive summary, including 

details of test results

X X

Create table of contents X X

Determine report delivery method (pdf, 

paper, CMMS, etc.)

X X

Determine format for report (report 

body)

X X

Include in report location of OPR/CFR 

and BOD documents

X X

Include list of required deferred testing 

and off-season mode testing

X X

Include list of required deferred training X

Distribute draft Cx report for review X X

Finalize Cx report X X

Create Systems Manuals

Collect O&Ms X X • Building systems (see Table 3)

• Manufacturers of Cx 

equipment

• Owner's operational 

• Ability to assess building 

performance

• Organizational skills

• Verbal communication skills

• Computer and software

(see Table 10)

• Construction drawings 

and documents

Review sequence of operations X X

Create facility guide/BOP (schedule, set 

points, etc.)

X X

Collect training materials X X
30

This report is available at no cost from the National Renewable Energy Laboratory (NREL) at www.nrel.gov/publications.

Duties, Tasks, and Steps NB EB Specialized Knowledge Skills and Abilities Tools, Equipment, and 

Resources

Include original FPTs X X configuration and personnel

• Sequence of operations

• Systems interactions and 

integration

• Written communication 

skills

• Facility guides

• Issues resolution logs

• Manufacturers’ data

• Preventative 

maintenance schedule

• Training materials

• Training records

• Utility bills

• Warranty documents

Include blank FPTs for future use X X

Include OPR/CFR X X

Include BOD X X

Include building and equipment 

specifications

X X

Include copies of warranties X

Include list of contractors and 

consultants

X X

Include training records X X

Include copy of final Cx process plan X X

Include copy of Cx design and submittal 

review reports

X

Include copy of testing and startup 

reports

X

Include copy of evaluation checklists X X

Include copy of testing checklists for 

commissioned systems and assemblies

X X

Include copies of issues and resolutions 

logs

X X

Include copies of item resolution plan for 

any open items

X X

Obtain owner approval (sign-off) X X

Include recommendations for ongoing 

Cx

X

Identify spare parts list X

Develop End-of-Warranty Review Processes

Identify Cx team members to participate X • Substantial completion and 

final completion

• Warranty provisions

• Written communication 

skills

• Computer and software

(see Table 10)

• Internet

• Warranty documents

Identify equipment/systems warranties X

Establish acceptance dates X

Identify modifications to facility systems X

Verify punch lists and issues log items 

are resolved

X

Identify extended/voided warranties X

Verify owner and occupant satisfaction 

with building conditions

X

Create end-of-warranty review report X
31

This report is available at no cost from the National Renewable Energy Laboratory (NREL) at www.nrel.gov/publications.

Duties, Tasks, and Steps NB EB Specialized Knowledge Skills and Abilities Tools, Equipment, and 

Resources

format

Document warranty expiration dates X

Table 16. Duties, Tasks, Steps, Specialized Knowledge, Skills, Abilities,

Tools, Equipment, and Resources Required for Conducting Commissioning Activities

Duties, Tasks, and Steps NB EB Specialized Knowledge Skills and Abilities Tools, Equipment, and 

Resources

Plan Cx Construction Activities

Assist in updating OPR X • Basic construction

• Building systems (see Table 3)

• Project knowledge

• Safety practices

• Scope of work

• Scheduling skills

• Leadership skills

• Organizational skills

• Verbal communication skills

• Written communication 

skills

• Codes, regulations, 

standards, and 

guidelines (see Table 9)

• Cx tools and equipment

(see Table 11)

Review BOD/request for information/SK 

addenda

X

Review commissioning plan and 

schedule

X

Update Cx plan X

Coordinate Cx activities with 

construction

X

Review control sequencing X

Plan controls integration meeting (fire 

alarm, life safety, etc.)

X

Plan BAS and TAB meetings X

Review TAB plan X

Align commissioning schedule with 

occupied schedule

X

Schedule kickoff meeting X

Plan onsite access X

Plan responses to emergencies X

Monitor Cx Construction Activities

Monitor TAB X • Building systems (see Table 3)

• Construction documents and 

specifications

• Construction methods and 

concepts

• Proportional balancing

• Ability to photograph 

evidence

• Attention to detail

• Documentation skills

• Interpersonal skills

• Physical attributes

• Codes, regulations, 

standards, and 

guidelines (see Table 9)

• Cx tools and equipment

(see Table 11)

• PPE (see Table 12)

Monitor construction installations X

Conduct controls integration meeting 

(fire alarm, life safety, etc.)

X

Coordinate BAS and TAB meetings X

Monitor site housekeeping conditions X

Monitor equipment storage conditions X
32

This report is available at no cost from the National Renewable Energy Laboratory (NREL) at www.nrel.gov/publications.

Duties, Tasks, and Steps NB EB Specialized Knowledge Skills and Abilities Tools, Equipment, and 

Resources

Conduct site visits X • Site safety • Verbal communication skills

• Written communication 

skills

Monitor compliance with manufacturers’

installation requirements

X

Witness special tests X

Attend progress and coordination 

meetings

X

Check construction for damage, leaks, 

etc.

X

Check maintenance access to building 

system components

X

Check for maintainability of building 

system components

X

Determine owner’s requirements 

regarding coordination with AHJ

X

Witness startup activities X

Facilitate the Completion of Construction Checklists

Review mechanical testing forms (CA 

Title 24)

X • Building systems (see Table 3)

• Construction methods and 

concepts

• Issue resolution process

• Scope of work

• Training methodologies

• Computer skills

• Construction skills

• Interpersonal skills

• Organizational skills

• Persistence

• Verbal communication skills

• Written communication 

skills

• Codes, regulations, 

standards, and 

guidelines (see Table 9)

• Construction checklists

• Writing instruments 

Review other building system 

component testing forms

X

Prepare construction checklists X

Train Cx team on construction 

checklists

X

Conduct site observations back-check X

Review completion of construction 

checklists

X

Identify issues needing resolution X

Facilitate issues resolution X

Track overall progress of construction 

checklists

X

Facilitate the Acceptance Phase

Witness/execute point-to-point checks X • Building systems (see Table 3)

• Control systems

• Failure mode analysis

• Operations within the facility

• Risk assessment and 

• Computer skills

• Construction skills

• Interpersonal skills

• Organizational skills

• Persistence

• Cx tools and equipment

(see Table 11)

• Manufacturers’

guidelines and

materials

Perform TAB verification to design 

tolerance requirements X

Conduct functional performance tests 

according to manufacturers’ guidelines X

Set up/review trending X
33

This report is available at no cost from the National Renewable Energy Laboratory (NREL) at www.nrel.gov/publications.

Duties, Tasks, and Steps NB EB Specialized Knowledge Skills and Abilities Tools, Equipment, and 

Resources

Perform integrated system testing X management

• Safety practices

• TAB

• Trend analysis

• Physical mobility

• Verbal communication skills

• Written communication 

skills

Table 17. Duties, Tasks, Steps, Specialized Knowledge, Skills, Abilities,

Tools, Equipment, and Resources Required for Managing Training Activities

Duties, Tasks, and Steps NB EB Specialized Knowledge Skills and Abilities Tools, Equipment, 

and Resources

Develop a Training Plan

Review scope of work X X • Building operations

• Building systems (see Table 3)

• Records/document 

management

• Safety practices

• Training methodologies

• Ability to communicate 

technical information to 

others

• Ability to serve as a 

mediator between owners, 

contractors, and others

• Ability to train others

• Empathy

• Verbal communication skills

• Written communication 

skills

• BAS

• Computerized 

control systems

• Manufacturers’

guidelines and 

materials

• O&M manuals

• PPE (see Table 12)

• Previous training

programs

• Training agendas

• Training facilities

• Training materials

Review or request contractor's 

curriculum

X X

Discuss training expectations with 

owner

X X

Conduct gap analysis of capabilities of 

staff to identify needed training 

X X

Identify stakeholders and roles and 

responsibilities

X X

Review project/construction documents X

Develop training schedule X X

Identify needed training for specific 

individuals

X X

Identify resource and space 

requirements for training

X X

Identify other training logistics X X

Identify manufacturers’ training X X

Prepare handouts and other training 

materials

X X

Identify training prerequisite materials 

such as O&M manuals and record 

drawings

X X

Identify training recording requirements 

(video, etc.) per specifications

X X
34

This report is available at no cost from the National Renewable Energy Laboratory (NREL) at www.nrel.gov/publications.

Duties, Tasks, and Steps NB EB Specialized Knowledge Skills and Abilities Tools, Equipment, 

and Resources

Verify instructor qualifications X X

Coordinate training schedule (training 

and O&M startup are not on same day, 

etc.)

X X

Engage stakeholders in planning 

training activities

X X

Create training matrix of required 

training (logs, etc.)

X X

Look for opportunities to advance 

training

X X

Identify acceptance criteria X X

Review O&M staff participation in FPTs X X

Verify safety instruction is included 

where appropriate

X X

Identify off-season mode training 

requirements

X X

Facilitate the Training Coordination Meeting

Review curriculum X X • Building operations

• Building systems (see Table 3)

• Facilities management

• Records/document 

management

• Training methodologies

• Facilitation skills

• Interpersonal skills

• Presentation skills

• Verbal communication skills

• Written communication 

skills

• Flipcharts and 

markers

• Instruction space 

(classrooms, etc.)

• Teaching 

equipment 

(projectors, etc.)

Introduce training plan X X

Review agenda X X

Inform participants about training X X

Discuss roles and responsibilities for 

training

X X

Obtain syllabi for training X X

Review training specifications X X

Coordinate the owner’s participation X X

Finalize schedule X X

Discuss acceptance criteria X X

Plan for persistence

Facilitate Training Activities

Document training attendance X X • Building systems (see Table 3)

• Successful training outcomes

• Training facilitation

• Facilitation skills

• Presentation skills

• Team building skills

• Verbal communication skills

• Written communication 

skills

• Cx tools and 

equipment (see 

Table 9)

• Evaluation form

• Instruction space 

(classrooms, etc.)

Implement the training plan X X

Document owner training X X

Verify the training is effective X X

Interject whole-building and system 

knowledge pertaining to system to 

facilitate learning

X X
35

This report is available at no cost from the National Renewable Energy Laboratory (NREL) at www.nrel.gov/publications.

Duties, Tasks, and Steps NB EB Specialized Knowledge Skills and Abilities Tools, Equipment, 

and Resources

Coordinate integration of all parties 

involved in training

X X • Sign-in sheets

• Teaching materials

Obtain copy of all training materials/

videos to be placed into systems 

manual

X X

Determine requirements for 

supplemental materials

X X

Conduct off-season mode training X X

Identify lessons learned related to 

training

X X

Conduct Training Follow-Up Activities

Verify owner training has been 

completed

X X • Building systems (see Table 3)

• Training evaluation

• Training plans

• Follow-up techniques

• Interviewing skills

• Organizational skills

• Verbal communication skills

• Written communication 

skills

• Attendance sheets

• Building operators

• Staffing plans

• Training evaluation 

data (comments, 

surveys, etc.)

Evaluate effectiveness of training X X

Verify training acceptance criteria were

met X X

Interview staff X X

Distribute supplemental materials X X

Ensure new personnel have completed 

training X X

Verify accessibility of training materials X X

Identify follow-up training requirements X X

Submit archive training materials to 

owner

X X

Identify lessons learned related to 

training X X
36

This report is available at no cost from the National Renewable Energy Laboratory (NREL) at www.nrel.gov/publications.

Table 18. Duties, Tasks, Steps, Specialized Knowledge, Skills, Abilities,

Tools, Equipment, and Resources Required for Completing Warranty Phase Activities

Duties, Tasks, and Steps NB EB Specialized Knowledge Skills and Abilities Tools, Equipment, and 

Resources

Facilitate Off-Season Testing

Facilitate incomplete or deferred tests X • Building systems (see Table 3)

• Control systems

• Failure mode analysis

• Functional testing procedures, 

equipment, and results

• Operations within the facility

• Risk assessment and 

management

• Safety practices

• TAB

• Trend analysis

• Attention to detail

• Computer skills

• Construction skills

• Interpersonal skills

• Interviewing skills

• Organizational skills

• Persistence

• Physical mobility

• Verbal communication skills

• Written communication 

skills

• Cx tools and equipment

(see Table 11)

• Manufacturers’ guidelines 

and materials

Schedule tests when conditions are 

appropriate

X

Identify participants X

Interview occupants X

Identify testing logistics (occupant 

convenience, etc.)

X

Collect startup reports X

Review system manufacturer and 

verification checklists

X

Update issues logs X

Document testing results X

Set up trends X

Analyze test data X

Troubleshoot Facility Issues

Collect tenant complaint information X • Building systems (see Table 3)

• Fault diagnostic knowledge

• OPR

• Systems understanding

• Trend data

• Troubleshooting techniques

• Documentation skills

• Forensic skills

• Interviewing skills

• Research skills

• Troubleshooting skills

• Verbal communication skills

• Written communication 

skills

• Cx tools and equipment

Query CMMS/work orders X (see Table 11)

Review trend data and alarms X

Interview maintenance staff X

Interview building owners X

Review equipment for proper operation X

Document issues and resolutions X

Investigate and analyze issues X

Resolve issues or make 

recommendations for solutions

X

Verify warranty issue resolution X

Verify completion of punch lists/issue 

logs
37

This report is available at no cost from the National Renewable Energy Laboratory (NREL) at www.nrel.gov/publications.

Duties, Tasks, and Steps NB EB Specialized Knowledge Skills and Abilities Tools, Equipment, and 

Resources

Measure Energy Performance

Assist with calibrating energy model X • Energy management 

fundamentals

• Energy modeling

• Expected equipment 

performance

• OPR

• Submetering

• Utility rate structures and 

schedules

• Ability to read and interpret 

utility bills, rate structures, 

and utility contracts

• Computer skills

• Basic math skills

• Computer and software

(see Table 10)

• Cx tools and equipment

(see Table 11)

• Energy coordinator or 

manager

• Utility bills

• Utility meters

Review utility data X

Establish actual building energy 

performance baseline

X

Evaluate submeter trends X

Evaluate M&V X

Review energy performance tracking 

program

X

Analyze power factor performance X

Make system improvement 

recommendations

X

Optimize building performance

Facilitate the End-of-Warranty Meeting

Interview owner, occupants, and 

operators

X • Building operations

• Building systems (see Table 3)

• CMMS

• IEQ

• O&M procedures

• Warranties

• Interviewing skills

• Listening skills

• Verbal communication skills

• Written communication 

skills

• Building records and 

documents

• Computer and software

(see Table 10)

• Cx tools and equipment

(see Table 11)

• Maintenance staff

• OPR

• Warranty documents

Review systems manuals and systems 

operations

X

Review the warranty matrix X

Participate in lessons learned X

Review CMMS systems X

Create attendance list X

Review service contracts X

Prepare meeting minutes X

Distribute documentation, including 

minutes

X

Create agendas X

Distribute agendas X

Assess occupant comfort X

Conduct IEQ assessment X

Schedule meeting and invite attendees X

Review BOPs, schedules, and set 

points

X

Update the Cx report (addenda or 

supplemental report)

X

Update systems manuals X
38

This report is available at no cost from the National Renewable Energy Laboratory (NREL) at www.nrel.gov/publications.

Table 19. Duties, Tasks, Steps, Specialized Knowledge, Skills, Abilities,

Tools, Equipment, and Resources Required for Conducting Existing Building Commissioning

Duties, Tasks, and Steps NB EB Specialized Knowledge Skills and Abilities Tools, Equipment, and 

Resources

Determine the Scope of the Project

Determine project goals and objectives X • M&V methodologies

• Building systems (see Table 3)

• Cx budgeting

• Cx processes and procedures

• Energy performance

• Incentive programs

• Needs assessment processes

• Ability to conduct a needs 

assessment

• Analytical skills

• Interviewing skills

• Organizational skills

• Verbal communication skills

• Cx tools and equipment

Interview owner X (see Table 11)

Determine scope of work X

Analyze building, systems, and 

equipment

X

Prioritize goals and objectives X

Determine if incentive funding is available X

Determine M&V requirements X

Determine metering requirements X

Develop existing Cx team X

Conduct a Building Performance Assessment

Review available building documentation X • Budgeting

• Building operations

• Building systems (see Table 3)

• Energy use analysis

• Maintenance procedures and 

roles

• Utility bill structures

• Computer skills

• Interpersonal skills

• Interviewing skills

• Basic math skills

• Research skills

• Verbal communication skills

• Written communication 

skills

• BAS

• Cx tools and equipment

(see Table 11)

• O&M manuals

Request and review CFR X

Obtain utility bills X

Identify missing system documentation X

Begin outlining CFR if one does not exist X

Research systems where documentation 

does not exist

X

Obtain BOP X

Review other specialized facility-specific 

documents and reports (asbestos, 

containment plans, infection control 

plans, etc.)

X

Conduct ENERGY STAR performance 

analysis

X

Obtain and review previous Cx reports X

Establish existing building performance 

baselines

X

Inspect equipment X

Determine building automation 

capabilities

X

Evaluate single point-of-failure analysis X

Establish Cx team X
39

This report is available at no cost from the National Renewable Energy Laboratory (NREL) at www.nrel.gov/publications.

Duties, Tasks, and Steps NB EB Specialized Knowledge Skills and Abilities Tools, Equipment, and 

Resources

Estimate improvement potentials X

Interview occupants and O&M staff X

Review recent modifications and 

upgrades

Prepare a CFR

Identify specific building systems and 

equipment 

X • Building systems (see Table 3)

• Engineering principles

• Maintenance contracts

• Safety practices

• Service contracts

• System operations

• Analytical skills

• Written communication 

skills

• BOPs

• Codes, regulations, 

standards, and guidelines 

(see Table 9)

Determine operations strategies, 

parameters, set points, and schedules

X

Determine space allocation and usage X

Determine emergency and safety modes 

of operation

X

Determine performance goals X

Determine training requirements X

Determine operations team schedule X

Determine occupancy levels and 

schedules

Conduct a Systems Assessment

Review building systems X • Building operations

• Building systems (see Table 3)

• CMMS

• Maintenance contracts

• Maintenance issues

• Interviewing skills • Codes, regulations, 

standards, and guidelines 

(see Table 9)

Identify deferred maintenance issues X

View operating procedures X

Review previously identified or known 

operating failures

X

Identify FIMs/ECMs X

Create master log of deficiencies X

Identify new and recently upgraded 

equipment/systems

X

Conduct field check of control sensor 

calibration

X

Review alarm logs X

Review reports associated with fire life 

safety

X

Review systems to verify compliance with 

applicable life safety codes

X

Review maintenance contracts X

Review troubleshooting logs X

Review controls contracts X
40

This report is available at no cost from the National Renewable Energy Laboratory (NREL) at www.nrel.gov/publications.

Duties, Tasks, and Steps NB EB Specialized Knowledge Skills and Abilities Tools, Equipment, and 

Resources

Deploy data loggers X

Determine locations for data loggers X

Review CMMS X

Finalize list of equipment to be tested X

Walk facility with O&M and facility 

management staff

X

Conduct a Site Investigation

Review functional performance testing 

procedures with building operations team

X • Building systems (see Table 3)

• Risk assessment and 

management

• Safety practices

• Sequence of operations

• Test development

• Testing procedures

• Trend analysis

• Troubleshooting methodologies

• Ability to conduct a root 

cause analysis

• Ability to train others

• Analytical skills

• Attention to detail

• Interpersonal skills

• Investigation skills

• Negotiation skills

• Research skills

• Cx tools and equipment

(see Table 11)

Conduct functional performance testing X

Download data loggers X

Analyze data logger data X

Identify equipment and system issues X

Develop testing strategies for building 

and systems

X

Conduct root cause analysis X

Analyze results from FPTs and determine 

if additional tests are required

X

Implement quick fixes if approved X

Update master list of deficiencies X

Update development of FIMs and ECMs X

Recommend Corrections and Improvements

Develop FIMs and ECMs X • Building systems (see Table 3)

• Construction estimating

• Construction scheduling

• Developing ROIs

• Energy calculations

• Occupancy impacts

• Risk assessment and 

management

• Utility rebate incentives

• Ability to prioritize

• Computer skills

• Financial skills (ROI, etc.)

• Interpersonal skills

• Management skills

• Basic math skills

• Presentation skills

• Report writing skills

• Time management skills

• Computer and software

(see Table 10)

• Cx tools and equipment

(see Table 11)

Calculate benefits of implementing 

measures

X

Determine ROI X

Determine execution schedule and 

personnel

X

Determine budgets and potential for 

incentives

X

Develop scope for recommendations, 

FIMs, and ECMs

X

Present recommendations to owner and 

O&M staff

X

Determine responsibilities of stakeholders 

for maintenance/repairs/ improvements

X

Prioritize corrections and improvements X
41

This report is available at no cost from the National Renewable Energy Laboratory (NREL) at www.nrel.gov/publications.

Duties, Tasks, and Steps NB EB Specialized Knowledge Skills and Abilities Tools, Equipment, and 

Resources

Determine action plan with owner X

Determine training requirements X

Update M&V requirements X

Oversee the Implementation of Corrective Measures

Manage implementation of FIM or ECM 

projects

X • BAS or monitoring systems

• Building systems (see Table 3)

• Construction scheduling

• Cx processes and procedures

• Scheduling skills

• Analytical skills

• Interpersonal skills

• Physical attributes

• Research skills

• Verbal communication skills

• Written communication 

skills

• BOPs

• Codes, regulations, 

standards and guidelines 

(see Table 9)

• Cx tools and equipment

(see Table 11)

Commission corrections X

Implement low-cost/no-cost items X

Develop schedules X

Update CFR X

Update BOP X

Conduct training of operators, owners,

and occupants

X

Optimize controls operating parameters 

or set points

X

Conduct Performance Verifications

Review trending/data loggers X • Building systems (see Table 3)

• M&V methodologies

• Metering

• Scope of work

• Utility rate structures and 

schedules

• Various control technologies 

(new and legacy)

• Analytical skills

• Report writing skills

• BOPs

• Codes, regulations,

standards and guidelines 

(see Table 9)

• Cx tools and equipment

(see Table 11)

Redeploy data loggers X

Obtain new measurements X

Compile improvement matrix X

Review utility data and submeters X

Compare current data to original 

preproject baseline X

Interview occupants X

Calculate actual and projected savings X

Summarize lessons learned X

Update CFR X

Update BOP X

Review and conduct additional training X

Prepare draft report for comments X

Prepare final report X

Assist in obtaining incentives X

Make recommendations for ongoing Cx X
42

This report is available at no cost from the National Renewable Energy Laboratory (NREL) at www.nrel.gov/publications.

Table 20. Duties, Tasks, Steps, Specialized Knowledge, Skills, Abilities,

Tools, Equipment, and Resources Required for Conducting Ongoing Commissioning

Duties, Tasks, and Steps NB EB Specialized Knowledge Skills and Abilities Tools, Equipment, and 

Resources

Measure IEQ Performance

Conduct occupant survey X X • BAS or monitoring system

• Control systems

• IEQ

• Interviewing skills • Cx tools and equipment

(see Table 11)

• Industrial hygienist

Obtain IEQ measurements X X

Review BAS trend logs X X

Review complaints X X

Prepare IEQ draft report X X

Evaluate Building Systems Performance

Obtain and review utility bills X X • Building systems (see Table 3)

• Control systems

• Data normalization (weather, 

days of the month, etc.)

• Energy management 

fundamentals

• Maintenance management 

systems

• Regression modeling

• Ability to manage 

resources

• Basic math skills

• Presentation skills

• Written communication 

skills

• CMMS

• Codes, regulations, 

standards, and 

guidelines (see Table 9)

• Computer and software

(see Table 10)

• Cx tools and equipment

(see Table 11)

• Trend data

• Utility bills

• Utility rate data

Review BAS trend logs X X

Review submetering data X X

Compare current baseline to past and 

industry baselines

X X

Review maintenance logs X X

Review CMMS work orders X X

Perform normalized data analysis X X

Identify major changes X X

Report degradation of savings X X

Review the Building Operating Plan

Conduct analysis of current BOP to 

original BOP

X X • Building operations

• Building maintenance

• Interpersonal skills

• Verbal communication skills

• BOPs

Identify changes X X

Update BOP X X

Review training activities X X

Review Maintenance Activities

Review CMMS X X • CMMS

• Maintenance contracts

• Maintenance procedures and 

roles

• Survey techniques

• Interviewing skills

• Verbal communication skills

• Written communication 

skills

• CMMS

• Maintenance contracts

• O&M manuals

Review O&M contract X X

Review maintenance plans X X

Survey occupants/tenants X X

Interview maintenance personnel X X

Conduct field investigation to determine 

deferred maintenance items

X X
43

This report is available at no cost from the National Renewable Energy Laboratory (NREL) at www.nrel.gov/publications.

Duties, Tasks, and Steps NB EB Specialized Knowledge Skills and Abilities Tools, Equipment, and 

Resources

Accommodate Space/Function Changes

Identify space/function changes X X • BAS or monitoring systems

• Building systems (see Table 3)

• Facilities management

• Ability to read and interpret 

construction documents

• BAS

• Codes, regulations, 

standards, and 

guidelines (see Table 9)

• Computer and software

(see Table 10)

• OPR

• Record drawings

Update OPR/CFR X X

Review as-built drawings X X

Review BAS for updates X X

Recommend system modifications X X

Implement Corrective Actions

Identify corrective actions X X • BAS operations

• Building systems (see Table 3)

• Facilities management

• Project management

• Attention to detail • BAS

• Codes, regulations, 

standards, and 

guidelines (see Table 9)

• Computer and software

(see Table 10)

• Cx tools and equipment

(see Table 11)

• OPR

Conduct follow-up training X X

Change BAS parameters X X

Repair equipment deficiencies X X

Update the BOP X X

Commission major system modifications X X

Publish Measurement and Performance Results to Stakeholders

Prepare progress reports X X • Multimedia skills

• Presentation skills

• Report writing skills

• Computer and software

(see Table 10)

• Internet

Distribute reports to stakeholders X X

Meet with stakeholders X X

Present results X X
44

This report is available at no cost from the National Renewable Energy Laboratory (NREL) at www.nrel.gov/publications.

3 Examination Blueprint

The Final Proposed Examination Blueprint for Building Commissioning Professional is shown 

below in Table 21. The exam blueprint identifies subject matter areas covered on a certification 

exam. Table 21 column headings are defined as follows:

Duties and Tasks: Description of the work

Analytical Weights: The weights calculated by taking the average of the tabulated individual 

ratings on frequency and importance (2 times importance plus frequency). See Section 6.2.

Holistic Weights: These are the weights calculated by taking the average the individual 

responses regarding the overall percentage that should be in each of the Duties and Tasks. See 

Section 6.2. 

Final Weight: These are the weights agreed upon by the JTA committee during the postvalidation study webinar. See Section 6. 

Final Items: These are the quantity of items (i.e., test questions) that should be on each 

examination in each of the categories as agreed to by the JTA committee during the postvalidation study webinar.

Table 21. Final Proposed Examination Blueprint for Building Commissioning Professional

Duties and Tasks Analytical 

Weights

Holistic 

Weights

Final 

Weight

Final 

Items

Managing Commissioning Projects 25% 14% 18% 22

Identify the scope of the project 2% 1% 1 to 2

Develop a commissioning team 2% 1% 1 to 2

Manage a commissioning budget 2% 1% 1 to 2

Identify commissioning deliverables 2% 1% 1 to 2

Participate in VE activities 1% 1% 1 to 2

Review project documents 2% 1% 1 to 2

Monitor the construction/project schedule 2% 1% 1 to 2

Participate in project meetings 2% 1% 1 to 2

Conduct commissioning meetings 2% 1% 1 to 2

Track deficiencies (issues log) 2% 2% 2

Facilitate risk assessment as it relates to 

commissioning activities 1% 2% 2

Assess pass/fail criteria for functional test results 2% 3% 4

Identify tasks for completion of commissioning 

processes

2% 2% 2

Preparing Commissioning Documentation 28% 17% 19% 23

Assist in developing the OPR/CFR 2% 1% 1 to 2

Create system/equipment list 2% 1% 1 to 2

Create commissioning process tracking matrices 2% 1% 1 to 2

Develop the commissioning plan 2% 2% 2
45

This report is available at no cost from the National Renewable Energy Laboratory (NREL) at www.nrel.gov/publications.

Duties and Tasks Analytical 

Weights

Holistic 

Weights

Final 

Weight

Final 

Items

Develop commissioning schedules 2% 1% 1 to 2

Develop communications plans 2% 1% 1 to 2

Create commissioning specifications 2% 1% 1 to 2

Write system verification checklists 2% 2% 2

Create FPTs 2% 3% 4

Determine site visit protocols (logistics) 2% 0% 0

Develop issues logs 2% 1% 1 to 2

Document commissioning meetings 2% 1% 1 to 2

Write commissioning reports 2% 2% 2

Create systems manuals 1% 1% 1 to 2

Develop end of warranty review processes 1% 1% 1 to 2

Conducting Commissioning Activities 8% 28% 24% 29

Plan commissioning construction activities 2% 7% 7 to 8

Monitor commissioning construction activities 2% 7% 7 to 8

Facilitate the completion of construction checklists 2% 3% 4

Facilitate the acceptance phase 2% 7% 7 to 8

Managing Training Activities 5% 7% 4% 5

Develop training plan 1% 2% 2

Facilitate training coordination meeting 1% 1% 1 to 2

Facilitate training activities 1% 1% 1 to 2

Conduct training follow-up activities 1% 0% 0

Completing Warranty Phase Activities 6% 7% 5% 6

Facilitate off-season testing 2% 1% 1 to2

Troubleshoot facility issues 2% 1% 1 to 2

Measure energy performance 1% 2% 3

Facilitate end of warranty meeting 1% 1% 1 to 2

Conducting Existing Building Commissioning 16% 18% 23% 28

Determine Scope of Project 2% 2% 1 to 2

Conduct a building performance assessment 2% 3% 4

Prepare a CFR 2% 2% 1 to 2

Conduct a systems assessment 2% 3% 4

Conduct a site investigation 2% 3% 4

Recommend corrections and improvements 2% 3% 4

Oversee implementation of corrective measures 2% 3% 4

Conduct performance verifications 2% 4% 5

Conducting On-going Commissioning 12% 11% 7% 8

Measure IEQ performance 1% 1% 1 to 2

Evaluate building systems performance 2% 1% 1 to 2

Review building operating plan 2% 1% 1 to 2

Review maintenance activities 2% 1% 1 to 2
46

This report is available at no cost from the National Renewable Energy Laboratory (NREL) at www.nrel.gov/publications.

Duties and Tasks Analytical 

Weights

Holistic 

Weights

Final 

Weight

Final 

Items

Accommodate space/function changes 1% 1% 1 to 2

Implement corrective actions 2% 1% 1 to 2

Publish measurement and performance results to 

stakeholders 2% 1% 1 to 2

100% 100% 120

To arrive at this final blueprint, the JTA committee was asked to consider the tabulated 

frequency and importance scales together with the holistic weights.

Respondents were asked to provide a holistic weighting to the domain areas. Based on the 

responses, an examination blueprint was calculated for each domain. This information appears in 

Table 22.

Table 22. Summary of Respondent Holistic Ratings

Domain %

Managing Commissioning Projects 13.84%

Preparing Commissioning Documentation 17.23%

Conducting Commissioning Activities 27.59%

Managing Training Activities 6.86%

Completing Warranty Phase Activities 6.73%

Conducting Existing Building Commissioning 17.50%

Conducting On-going Commissioning 10.50%

The remainder of this document describes the process for conducting the job task analysis and 

administering the validation survey.
47

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4 Job Task Analysis and Survey Validation

NIBS and NREL organized a group of panelists consisting of 14 SMEs representing Building 

Commissioning Professionals to conduct a JTA using the DACUM methodology. The 14 experts 

are listed in Table 23.

Table 23. List of DACUM JTA Participants

Rick Belanger Dianous LLC

Indianapolis, IN

James Bochat Commissioning Concepts

Phoenix, AZ

Michael Chelednik, AIA URS Corp 

New York, NY

Song Deng, PE, CBCP, CMVP, REP

Building Energy Efficiency, LLC (Bee)/

Association of Energy Engineers (AEE)

Austin, TX

Michael C. English, PE, CCP Horizon Engineering Associates, LLP

New York, NY

Rick Farrington HDR/NEBB

Orting, WA

Patrick Fee GSA/PBS

Washington, DC

Mark L. Froehlich, CPMP Efficient Automation & Controls (EAAC)

Round Rock, TX

Saverio Grosso ENERActive Solutions

New York, NY

John R. Hamilton Testing Adjusting and Balancing Bureau (TABB)

Fairfax, VA

James I. Magee AABC Commissioning Group

Washington, DC

Mathew Park, RA New York City Department of Design & Construction

Long Island City, NY

John D. Villani Grumman/Butkus Associates

Evanston, IL

Stephen R. Wiggins Newcomb & Boyd

Atlanta, GA

The DACUM JTA meeting was facilitated by Dr. Cynthia Woodley, psychometrician, and Ms. 

Tracey Paschal, project manager with Professional Testing, Inc. The 3-day meeting developed a 

list of seven domains or duties and 55 tasks through group discussions.

4.1 Survey Development

The task list was used to build a survey that was delivered using an online mechanism. The 

survey consisted of two major sections: Demographic Information and Building Commissioning 

Professional Tasks. The draft survey was shared with NREL/NIBS/DOE staff for initial review

and then NIBS volunteered to send the survey to appropriate respondents. Appendix A includes a

copy of the survey.
48

This report is available at no cost from the National Renewable Energy Laboratory (NREL) at www.nrel.gov/publications.

4.2 Survey Dissemination

NIBS sent out the survey to several Building Commissioning Professionals. The survey was 

open for approximately 30 days in the spring of 2014 for data collection, during which time 

email reminders were sent. The final dataset included 376 respondents, some of whom did not 

complete the survey.
49

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5 Results

All data were included in the analyses, since people who skipped a question or task rating may 

have done so either accidentally or because they felt that the item was not applicable to their 

position. The sample size is large enough (376) to allow reasonable confidence in the results. 

Results from the demographics questions will be presented first.

5.1 State of Primary Employment

The largest number of respondents reported working in multiple states or “other” for which they 

wrote in responses. The states with the largest numbers of respondents were Virginia (7.6%, n =

24), California (6.3%, n = 20), Washington State (6.3%, n = 20), and Texas (5.7%, n = 18).

Table 24 provides the summary.

Table 24. State of Employment of Respondents

State % # State % #

Other (please specify) 17.3% 52 Massachusetts 0.9% 3

Multiple States 9.8% 31 Mississippi 0.9% 3

Virginia 7.6% 24 Missouri 0.9% 3

California 6.3% 20 Montana 0.9% 3

Washington 6.3% 20 Oklahoma 0.9% 3

Texas 5.7% 18 Alabama 0.6% 2

Florida 5.1% 16 Kentucky 0.6% 2

Pennsylvania 4.4% 14 New Jersey 0.6% 2

New York 4.1% 13 New Mexico 0.6% 2

Illinois 3.8% 12 North Dakota 0.6% 2

Colorado 3.5% 11 South Dakota 0.6% 2

Georgia 3.5% 11 Utah 0.6% 2

North Carolina 3.5% 11 Delaware 0.3% 1

Oregon 3.5% 11 Hawaii 0.3% 1

Maryland 3.2% 10 Louisiana 0.3% 1

Michigan 2.8% 9 Nebraska 0.3% 1

Ohio 2.8% 9 South Carolina 0.3% 1

Minnesota 2.2% 7 Iowa 0.0% 0

Arkansas 1.9% 6 Kansas 0.0% 0

Connecticut 1.9% 6 Maine 0.0% 0

Tennessee 1.6% 5 Nevada 0.0% 0

Idaho 1.3% 4 New Hampshire 0.0% 0

Indiana 1.3% 4 Rhode Island 0.0% 0

Wisconsin 1.3% 4 Vermont 0.0% 0

Alaska 0.9% 3 West Virginia 0.0% 0

Arizona 0.9% 3 Wyoming 0.0% 0

Answered question 316
50

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Table 25 contains a list of the write-in comments associated with “other.” Several of the write-in 

comments were states for which the respondents could have checked participant states. However, 

Table 25 highlights international locations where respondents work (yellow highlight).

Table 25. List of "Other" Write-In Comments

“Other” Write-in Comments

Alabama All 50

MD, NC Maryland

Puerto Rico Canada

IA, GA, AL, SC, SD & Texas

Greece Saudi Arabia

Ontario Riyadh - Saudi Arabia

Global Ga, Ala, NC SC, TN

National Service Maryland

AR, OK work nationally

New Mexico Victoria Australia

Singapore New Jersey

New York Australia

California, New Mexico and PA Illinois

Washington, DC Idaho, Montana, Oregon

India NY, CT, PA, IL, IN, MI,RI, MA

Hong Kong Capitol Hill DC

Kentucky Maryland, Virginia, Washington, DC

Ontario The Netherlands

Egypt & Middle East DC

International Italy

Washington Egypt

Minnesota DC

Georgia Israel

VA, DC Mexico

5.2 Highest Level of Education

Respondents were asked about the highest level of education reached. The majority indicated 

completing a Bachelor’s degree (48.5%, n = 180) followed by a two years of college or technical 

school (20.5%, n = 76). Table 26 and Figure 1 depict this information.

Table 26. Highest Level of Education

What is your highest level of education?

Answer Options Response 

Percent

Response 

Count

Less than High School 0.0% 0

High School or Equivalent 3.2% 12

Some College 10.2% 38

Two Years of College/Technical School/Community College 20.5% 76

Bachelor's Degree 48.5% 180

Graduate Degree 17.5% 65

Answered question 371
51

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Figure 1. Highest level of education

5.3 Years of Energy Experience 

Respondents were asked to identify the number of years of experience they had in an energyrelated industry (all jobs combined), not necessarily specifically as a Building Commissioning 

Professional. The majority of respondents (57.3%, n = 211) had more than 21 years of 

experience. Table 27 and Figure 2 depict this information.

Table 27. Years of Energy Experience

How many years of experience do you have in an energy related industry

(all jobs combined)?

Answer Options Response 

Percent

Response 

Count

5 years or less 7.1% 26

6–10 years 12.0% 44

11–15 years 10.6% 39

16–20 years 13.0% 48

21 or more years 57.3% 211

Answered question 368
52

This report is available at no cost from the National Renewable Energy Laboratory (NREL) at www.nrel.gov/publications.

–

Figure 2. Years of energy experience

5.4 Years of Building Commissioning Experience

Respondents were asked how many years of experience they had specifically as Building 

Commissioning Professionals. Even though the majority had more than 21 years of experience in 

an energy-related field, the majority (31.2%, n = 115) had fewer than 10 years of experience as 

Building Commissioning Professionals. And 25.5% (n = 94) had fewer than 5 years of 

experience. Together this represents more than 55% (56.7%, n = 209) of the respondents having 

fewer than 10 years of experience as Building Commissioning Professionals. The SMEs who 

reviewed the results of the validation study was asked if this represented a shortcoming in the 

type of individuals who responded to the survey and if additional respondents with more 

experience should be targeted. The SMEs felt this was not necessary and believed the responses 

to be reflective of the industry. They felt that Building Commissioning as an occupation is a 

relatively new field, and although a majority had more than 21 years of experience in an energyrelated field, the majority having fewer than 10 years of experience as Building Commissioning 

Professionals reflected the fact that this is a fairly new profession. Table 28 and Figure 3 reflect 

this information.

5 years or less, 7.1%

6-10 years, 12.0%

11-15 years, 10.6%

16-20 years, 13.0%

21 or more years, 

57.3%

How many years of experience do you have in an energy related 

industry (all jobs combined)?
53

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Table 28. Years of Experience Specifically as a Building Commissioning Professional

How many years of experience do you have specifically as a Building 

Commissioning Professional?

Answer Options Response 

Percent

Response 

Count

none 1.4% 5

5 years or less 25.5% 94

6–10 years 31.2% 115

11–15 years 18.7% 69

16–20 years 12.5% 46

21 or more years 10.8% 40

Answered question 369

Figure 3. Years of experience specifically as a building commissioning professional

5.5 Work Sector

Respondents were asked whether they worked in a private or public (government) work sector. A 

majority (74.1%, n = 274) indicated they worked in a private sector. Table 29 and Figure 4 

reflect this information.

Table 29. Sector in Which Respondent Works

In which sector do you currently work?

Answer Options Response 

Percent

Response 

Count

Public (government at any level) 25.9% 96

Private 74.1% 274

Answered question 370

None, 1.4%

5 years or less, 

25.5%

6-10 years, 31.2%

11-15 years, 

18.7%

16-20 years, 

12.5%

21 or more years, 

10.8%

How many years of experience do you have specifically as a 

Building Commissioning Professional?
54

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Figure 4. Sector in which respondent works

Public (government 

at any level), 25.9%

Private, 74.1%

In which sector do you currently work?
55

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6 Post-Survey Conference Call and Webinar

Based on this information, Professional Testing, Inc., facilitated a conference call on June 6, 

2014, to review and discuss the survey results. The meeting began with a review of the 

demographic question results to confirm that the sample appeared to be representative of the 

industry. The attending Building Commissioning SMEs agreed that the group of respondents was 

representative of the industry. They then reviewed the tasks that were flagged for potential 

elimination. The resolution of this conference call was to remove none of the competency 

statements.

6.1 Adequacy of Respondent Demographics

Based on the results of the demographic data, the JTA Committee felt that the respondents were 

demographically representative and in fact the correct target population was reached.

6.2 Job Task Ratings

Fifty-five tasks were included in the final version of the validation survey. These tasks were 

grouped based on the seven content domains to be covered by the Building Commissioning 

examination scheme. The survey used a four-point rating scale for importance of task 

performance, using the following scale:

1 Not important

2 Somewhat important

3 Important

4 Very important

In addition to the rating scale for task importance, the survey used a six-point rating scale for the 

frequency of the task, using the following scale:

1 Never

2 1% to 25% of the time

3 26% to 50% of the time

4 51% to 75% of the time

5 76% to 99% of the time

6 100% of the time

Responses were tabulated, and means, standard deviations (SDs), and standard errors of the 

mean (SEMs) were calculated for the frequency and the importance scales. This information 

appears in Table 30.

In Table 30, tasks in red represent tasks with less than 2.0 on frequency AND importance. The 

SMEs considered these tasks during the follow up webinar to determine whether they should be 

dropped. The SMEs determined all tasks were needed.
56

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Table 30. Means, SDs and SEM of Rating Scale Responses

Duties and Tasks Frequency Importance

Means SD SEM Means SD SEM

Managing Commissioning Projects

Identify the scope of the project 3.68 1.68 0.08 2.61 0.71 0.05

Develop a commissioning team 3.65 1.52 0.08 2.47 0.70 0.05

Manage a commissioning budget 3.66 1.58 0.08 2.27 0.78 0.06

Identify commissioning deliverables 4.11 1.27 0.07 2.62 0.56 0.05

Participate in VE activities 1.89 1.32 0.07 1.66 0.92 0.06

Review project documents 4.05 1.25 0.07 2.70 0.50 0.04

Monitor the construction/project schedule 3.55 1.42 0.07 2.16 0.78 0.06

Participate in project meetings 3.13 1.34 0.07 1.95 0.78 0.06

Conduct commissioning meetings 4.10 1.27 0.07 2.59 0.60 0.05

Track deficiencies (issues log) 4.54 1.05 0.06 2.76 0.49 0.04

Facilitate risk assessment as it relates to 

commissioning activities 2.31 1.60 0.08 1.62 0.94 0.06

Assess pass/fail criteria for functional test results 4.25 1.24 0.07 2.66 0.62 0.05

Identify tasks for completion of commissioning 

processes

4.31 1.18 0.07 2.64 0.54 0.05

Preparing Commissioning Documentation

Assist in developing the OPR/CFR 2.43 1.40 0.07 2.16 0.85 0.06

Create system/equipment list 3.67 1.61 0.08 2.28 0.86 0.06

Create commissioning process tracking matrices 3.16 1.61 0.08 1.94 0.90 0.06

Develop the commissioning plan 4.39 1.16 0.07 2.61 0.66 0.05

Develop commissioning schedules 3.60 1.37 0.07 2.14 0.82 0.06

Develop communications plans 3.12 1.60 0.08 1.93 0.87 0.06

Create commissioning specifications 2.85 1.51 0.08 2.23 0.84 0.06

Write system verification checklists 3.98 1.29 0.07 2.42 0.74 0.05

Create FPTs 4.30 1.22 0.07 2.72 0.55 0.05

Determine site visit protocols (logistics) 3.19 1.54 0.08 1.79 0.89 0.06

Develop issues logs 4.46 1.12 0.07 2.73 0.50 0.04

Document commissioning meetings 3.94 1.35 0.07 2.29 0.74 0.05

Write commissioning reports 4.45 1.15 0.07 2.60 0.62 0.05

Create systems manuals 2.59 1.39 0.07 1.88 0.85 0.06

Develop end of warranty review processes 2.58 1.48 0.08 1.85 0.83 0.06

Conducting Commissioning Activities

Plan commissioning construction activities 3.68 1.40 0.07 2.27 0.79 0.06

Monitor commissioning construction activities 3.83 1.30 0.07 2.29 0.69 0.05

Facilitate the completion of construction 

checklists 3.39 1.49 0.08 2.11 0.87 0.06

Facilitate the acceptance phase 4.00 1.34 0.07 2.56 0.67 0.05

Managing Training Activities

Develop training plan 2.38 1.47 0.08 1.90 0.86 0.06

Facilitate training coordination meeting 2.36 1.41 0.07 1.74 0.85 0.06

Facilitate training activities 2.48 1.41 0.07 1.88 0.82 0.06

Conduct training follow-up activities 1.89 1.48 0.08 1.58 0.87 0.06

Completing Warranty Phase Activities

Facilitate off-season testing 2.78 1.52 0.08 2.10 0.83 0.06

Troubleshoot facility issues 3.19 1.47 0.08 2.37 0.73 0.05

Measure energy performance 1.89 1.41 0.08 1.87 0.89 0.06

Facilitate end of warranty meeting 2.21 1.64 0.08 1.77 0.89 0.06

Conducting Existing Building Commissioning

Determine Scope of Project 3.99 1.43 0.08 2.71 0.57 0.05
57

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Duties and Tasks Frequency Importance

Means SD SEM Means SD SEM

Conduct a building performance assessment 3.79 1.43 0.08 2.53 0.64 0.05

Prepare a CFR 3.24 1.59 0.08 2.23 0.78 0.06

Conduct a systems assessment 3.91 1.36 0.07 2.55 0.60 0.05

Conduct a site investigation 4.17 1.31 0.07 2.70 0.52 0.05

Recommend corrections and improvements 4.27 1.20 0.07 2.71 0.49 0.04

Oversee implementation of corrective measures 2.99 1.44 0.08 2.25 0.79 0.06

Conduct performance verifications 3.57 1.45 0.08 2.59 0.58 0.05

Conducting Ongoing Commissioning

Measure IEQ performance 2.43 1.62 0.08 1.99 0.79 0.06

Evaluate building systems performance 3.52 1.54 0.08 2.49 0.66 0.05

Review building operating plan 3.08 1.65 0.08 2.27 0.73 0.06

Review maintenance activities 2.91 1.60 0.08 2.11 0.79 0.06

Accommodate space/function changes 2.32 1.63 0.08 1.83 0.86 0.06

Implement corrective actions 2.92 1.63 0.08 2.30 0.78 0.06

Publish measurement and performance results to 

stakeholders 2.95 1.84 0.09 2.23 0.90 0.06

Responses to frequency and importance rankings were combined by doubling the importance and 

adding the frequency to arrive at a single scale. Table 31 shows the tabulated results. 

6.3 Tasks or Knowledge Missing

Survey respondents were asked if they felt any tasks or knowledge was missing from the JTA. 

Appendix B lists all the write-in responses. The JTA Committee reviewed all the comments and 

determined that no additional content below should be added to the JTA.
58

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Table 31. Combined Frequency and Importance Scales

Duties and Tasks Frequency Importance Combined 

Ratings

Overall 

Means SD SEM Means SD SEM Weights

Managing Commissioning Projects

Identify the scope of the project 3.68 1.68 0.08 2.61 0.71 0.05 8.90 2.06%

Develop a commissioning team 3.65 1.52 0.08 2.47 0.70 0.05 8.59 1.99%

Manage a commissioning budget 3.66 1.58 0.08 2.27 0.78 0.06 8.20 1.90%

Identify commissioning deliverables 4.11 1.27 0.07 2.62 0.56 0.05 9.35 2.16%

Participate in VE activities 1.89 1.32 0.07 1.66 0.92 0.06 5.22 1.21%

Review project documents 4.05 1.25 0.07 2.70 0.50 0.04 9.46 2.19%

Monitor the construction/project schedule 3.55 1.42 0.07 2.16 0.78 0.06 7.88 1.82%

Participate in project meetings 3.13 1.34 0.07 1.95 0.78 0.06 7.03 1.62%

Conduct commissioning meetings 4.10 1.27 0.07 2.59 0.60 0.05 9.28 2.15%

Track deficiencies (issues log) 4.54 1.05 0.06 2.76 0.49 0.04 10.06 2.33%

Facilitate risk assessment as it relates to commissioning 

activities 2.31 1.60 0.08 1.62 0.94 0.06 5.55 1.28%

Assess pass/fail criteria for functional test results 4.25 1.24 0.07 2.66 0.62 0.05 9.57 2.21%

Identify tasks for completion of commissioning processes 4.31 1.18 0.07 2.64 0.54 0.05 9.58 2.22%

Preparing Commissioning Documentation

Assist in developing the OPR/CFR 2.43 1.40 0.07 2.16 0.85 0.06 6.76 1.56%

Create system/equipment list 3.67 1.61 0.08 2.28 0.86 0.06 8.24 1.90%

Create commissioning process tracking matrices 3.16 1.61 0.08 1.94 0.90 0.06 7.03 1.63%

Develop the commissioning plan 4.39 1.16 0.07 2.61 0.66 0.05 9.60 2.22%

Develop commissioning schedules 3.60 1.37 0.07 2.14 0.82 0.06 7.89 1.82%

Develop communications plans 3.12 1.60 0.08 1.93 0.87 0.06 6.98 1.61%

Create commissioning specifications 2.85 1.51 0.08 2.23 0.84 0.06 7.32 1.69%

Write system verification checklists 3.98 1.29 0.07 2.42 0.74 0.05 8.82 2.04%

Create FPTs 4.30 1.22 0.07 2.72 0.55 0.05 9.75 2.25%

Determine site visit protocols (logistics) 3.19 1.54 0.08 1.79 0.89 0.06 6.77 1.57%

Develop issues logs 4.46 1.12 0.07 2.73 0.50 0.04 9.93 2.29%

Document commissioning meetings 3.94 1.35 0.07 2.29 0.74 0.05 8.52 1.97%

Write commissioning reports 4.45 1.15 0.07 2.60 0.62 0.05 9.65 2.23%

Create systems manuals 2.59 1.39 0.07 1.88 0.85 0.06 6.35 1.47%

Develop end of warranty review processes 2.58 1.48 0.08 1.85 0.83 0.06 6.29 1.45%

Conducting Commissioning Activities

Plan commissioning construction activities 3.68 1.40 0.07 2.27 0.79 0.06 8.22 1.90%

Monitor commissioning construction activities 3.83 1.30 0.07 2.29 0.69 0.05 8.40 1.94%

Facilitate the completion of construction checklists 3.39 1.49 0.08 2.11 0.87 0.06 7.61 1.76%
59

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Duties and Tasks Frequency Importance Combined 

Ratings

Overall 

Means SD SEM Means SD SEM Weights

Facilitate the acceptance phase 4.00 1.34 0.07 2.56 0.67 0.05 9.12 2.11%

Managing Training Activities

Develop training plan 2.38 1.47 0.08 1.90 0.86 0.06 6.19 1.43%

Facilitate training coordination meeting 2.36 1.41 0.07 1.74 0.85 0.06 5.83 1.35%

Facilitate training activities 2.48 1.41 0.07 1.88 0.82 0.06 6.23 1.44%

Conduct training follow-up activities 1.89 1.48 0.08 1.58 0.87 0.06 5.05 1.17%

Completing Warranty Phase Activities

Facilitate off-season testing 2.78 1.52 0.08 2.10 0.83 0.06 6.98 1.61%

Troubleshoot facility issues 3.19 1.47 0.08 2.37 0.73 0.05 7.92 1.83%

Measure energy performance 1.89 1.41 0.08 1.87 0.89 0.06 5.63 1.30%

Facilitate end of warranty meeting 2.21 1.64 0.08 1.77 0.89 0.06 5.75 1.33%

Conducting Existing Building Commissioning

Determine Scope of Project 3.99 1.43 0.08 2.71 0.57 0.05 9.41 2.18%

Conduct a building performance assessment 3.79 1.43 0.08 2.53 0.64 0.05 8.85 2.05%

Prepare a CFR 3.24 1.59 0.08 2.23 0.78 0.06 7.70 1.78%

Conduct a systems assessment 3.91 1.36 0.07 2.55 0.60 0.05 9.02 2.09%

Conduct a site investigation 4.17 1.31 0.07 2.70 0.52 0.05 9.58 2.22%

Recommend corrections and improvements 4.27 1.20 0.07 2.71 0.49 0.04 9.69 2.24%

Oversee implementation of corrective measures 2.99 1.44 0.08 2.25 0.79 0.06 7.48 1.73%

Conduct performance verifications 3.57 1.45 0.08 2.59 0.58 0.05 8.75 2.02%

Conducting On-going Commissioning

Measure IEQ performance 2.43 1.62 0.08 1.99 0.79 0.06 6.40 1.48%

Evaluate building systems performance 3.52 1.54 0.08 2.49 0.66 0.05 8.50 1.97%

Review building operating plan 3.08 1.65 0.08 2.27 0.73 0.06 7.63 1.76%

Review maintenance activities 2.91 1.60 0.08 2.11 0.79 0.06 7.12 1.65%

Accommodate space/function changes 2.32 1.63 0.08 1.83 0.86 0.06 5.98 1.38%

Implement corrective actions 2.92 1.63 0.08 2.30 0.78 0.06 7.52 1.74%

Publish measurement and performance results to 

stakeholders 2.95 1.84 0.09 2.23 0.90 0.06 7.41 1.71%

432.51 100.00%
60

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7 Conclusions and Next Steps

The JTA is the first step in the test development process; it is the primary source of evidence for 

the examination’s validity. The final DACUM JTA is now validated and may be used by training 

organizations to develop training programs and by a certification body or scheme committee to 

develop a certification scheme. The final DACUM JTA for Building Commissioning 

Professionals appears in Table 23.
61

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Appendix A: Building Commissioning Professional 

Validation Study Survey
Commercial Workforce Credentialing Council Job Task Analysis Validation

Welcome!

The National Institute of Building Sciences Commercial Workforce Credentialing Council and industry stakeholders have 

a project to improve the quality and consistency of commercial buildings workforce training and certification programs for 

four key energy­related jobs.

In support of this project, the National Institute of Building Sciences (NIBS), and Professional Testing, Inc. are seeking 

members of the commercial buildings industry to participate in a nationwide research study validating job task analyses 

(JTAs) of four key energy­related jobs in the commercial buildings sector. The JTA is a procedure for analyzing the tasks 

performed by individuals in a specific job, as well as the knowledge, skills, and abilities necessary to perform those 

tasks. JTAs are critical elements of quality training programs and professional certifications.

Current industry practitioners whose work falls into one or more of the following job categories may complete a validation 

study by April 25, 2014. Each energy­related job area survey is nine pages. For each survey you will rate the frequency 

and importance of the work activities associated with each area of responsibility. Participation should take approximately 

30–45 minutes and individuals may complete more than one validation study, if applicable. When determining 

applicability, practitioners should focus on the details of the job descriptions rather than on the job title, as job titles 

frequently vary from one employer to another.

You do not have to respond to all surveys however we ask you to please finish any survey you start.

If you do not have time to complete the survey in one sitting, you can stop and complete the survey later (provided you 

use the same computer and have cookies enabled on that computer). The survey will resume where you stopped. If you 

do not have cookies enabled, the survey will start over from the beginning again.

Your responses will be kept confidential, and we appreciate your assistance. If you have any difficulty responding to this 

survey, please contact NIBS at dsmith@nibs.org.

On the next page you will be given the opportunity to select the energy­related job survey you are interested in 

responding to.
Commercial Workforce Credentialing Council Job Task Analysis Validation

Following is a description of the remaining surveys you may respond to. Please review 

the job descriptions and select the survey for which you feel most qualified. Please select 

the survey for which you wish to respond:

*

Energy Manager ­ Responsible for managing and continually improving energy performance in commercial buildings by establishing and 

maintaining an energy program management system that supports the mission and goals of the organization.

nmlkj

Building Energy Auditor ­ Energy solutions professional who assesses building systems and site conditions; analyzes and evaluates 

equipment and energy usage; and recommends strategies to optimize building resource utilization.

nmlkj

Building Commissioning Professional ­ Leads, plans, coordinates and manages a commissioning team to implement commissioning 

processes in new and existing buildings.

nmlkj
Commercial Workforce Credentialing Council Job Task Analysis Validation

Please answer the following background questions. Your responses will be kept confidential and this information will only 

be used for statistical purposes.

In which state do you primarily work?

What is your highest level of education?

How many years of experience do you have in an energy related industry (all jobs 

combined)?

How many years of experience do you have specifically as a Building Commissioning 

Professional?

6

Other (please specify)

nmlkj Less than High School

nmlkj High School or Equivalent

nmlkj Some College

nmlkj Two Years of College/Technical School/Community College

nmlkj Bachelor's Degree

nmlkj Graduate Degree

nmlkj 5 years or less

nmlkj 6­10 years

nmlkj 11­15 years

nmlkj 16­20 years

nmlkj 21 or more years

nmlkj none

nmlkj 5 years or less

nmlkj 6­10 years

nmlkj 11­15 years

nmlkj 16­20 years

nmlkj 21 or more years
Commercial Workforce Credentialing Council Job Task Analysis Validation

In which sector do you currently work?

nmlkj Public (government at any level)

nmlkj Private
Commercial Workforce Credentialing Council Job Task Analysis Validation

Instruction Page

In the following pages, you will be asked to think about tasks that a Building Commissioning Professional does and to indicate the frequency with 

which a Building Commissioning Professional performs each task on a job. Then, considering the same task statement, you will be asked to 

indicate how important it is that a Building Commissioning Professional knows how to do each of these tasks. To respond click the drop down menu 

and select your response. 
Commercial Workforce Credentialing Council Job Task Analysis Validation

When a Building Commissioning Professional is Managing Commissioning Projects, 

please indicate how frequently this task is performed on the job and how important this 

task is to a Building Commissioning Professional.

Frequency ­ How often is this task 

performed on the job?

Importance ­ How important is this task to 

the overall successful performance of a 

Building Commissioning Professional?

Identify the scope of the project 6 6

Develop a commissioning team 6 6

Manage a commissioning budget 6 6

Identify commissioning deliverables 6 6

Participate in VE activities 6 6

Review project documents 6 6

Monitor the construction/project schedule 6 6

Participate in project meetings 6 6

Conduct commissioning meetings 6 6

Track deficiencies (issues log) 6 6

Facilitate risk assessment as it relates to commissioning 

activities

6 6

Assess pass/fail criteria for functional test results 6 6

Identify tasks for completion of commissioning processes 6 6
Commercial Workforce Credentialing Council Job Task Analysis Validation

When a Building Commissioning Professional is Preparing Commissioning 

Documentation, please indicate how frequently this task is performed on the job and how 

important this task is to a Building Commissioning Professional.

When a Building Commissioning Professional is Conducting Commissioning Activities, 

please indicate how frequently this task is performed on the job and how important this 

task is to a Building Commissioning Professional.

Frequency ­ How often is this task 

performed on the job?

Importance ­ How important is this task to 

the overall successful performance of a 

Building Commissioning Professional?

Assist in developing the OPR/CFR 6 6

Create system/equipment list 6 6

Create commissioning process tracking matrices 6 6

Develop the commissioning plan 6 6

Develop commissioning schedules 6 6

Develop communications plans 6 6

Create commissioning specifications 6 6

Write system verification checklists 6 6

Create FPTs 6 6

Determine site visit protocols (logistics) 6 6

Develop issues logs 6 6

Document commissioning meetings 6 6

Write commissioning reports 6 6

Create systems manuals 6 6

Develop end of warranty review processes 6 6

Frequency ­ How often is this task 

performed on the job?

Importance ­ How important is this task to 

the overall successful performance of a 

Building Commissioning Professional?

Plan commissioning construction activities 6 6

Monitor commissioning construction activities 6 6

Facilitate the completion of construction checklists 6 6

Facilitate the acceptance phase 6 6
Commercial Workforce Credentialing Council Job Task Analysis Validation

When a Building Commissioning Professional is Managing Training Activities, please 

indicate how frequently this task is performed on the job and how important this task is to 

a Building Commissioning Professional.

When a Building Commissioning Professional is Completing Warranty Phase Activities, 

please indicate how frequently this task is performed on the job and how important this 

task is to a Building Commissioning Professional.

When a Building Commissioning Professional is Conducting Existing Building 

Commissioning, please indicate how frequently this task is performed on the job and how 

important this task is to a Building Commissioning Professional.

Frequency ­ How often is this task 

performed on the job?

Importance ­ How important is this task to 

the overall successful performance of a 

Building Commissioning Professional?

Develop training plan 6 6

Facilitate training coordination meeting 6 6

Facilitate training activities 6 6

Conduct training follow­up activities 6 6

Frequency ­ How often is this task 

performed on the job?

Importance ­ How important is this task to 

the overall successful performance of a 

Building Commissioning Professional?

Facilitate off­season testing 6 6

Troubleshoot facility issues 6 6

Measure energy performance 6 6

Facilitate end of warranty meeting 6 6

Frequency ­ How often is this task 

performed on the job?

Importance ­ How important is this task to 

the overall successful performance of a 

Building Commissioning Professional?

Determine Scope of Project 6 6

Conduct a building performance assessment 6 6

Prepare a CFR 6 6

Conduct a systems assessment 6 6

Conduct a site investigation 6 6

Recommend corrections and improvements 6 6

Oversee implementation of corrective measures 6 6

Conduct performance verifications 6 6
Commercial Workforce Credentialing Council Job Task Analysis Validation

When a Building Commissioning Professional is Conducting On­going Commissioning, 

please indicate how frequently this task is performed on the job and how important this 

task is to a Building Commissioning Professional.

Frequency ­ How often is this task 

performed on the job?

Importance ­ How important is this task to 

the overall successful performance of a 

Building Commissioning Professional?

Measure IEQ performance 6 6

Evaluate building systems performance 6 6

Review building operating plan 6 6

Review maintenance activities 6 6

Accommodate space/function changes 6 6

Implement corrective actions 6 6

Publish measurement and performance results to 

stakeholders

6 6
Commercial Workforce Credentialing Council Job Task Analysis Validation

Review the specialized knowledge below and indicate the depth of knowledge that is 

required of a Building Commissioning Professional.

No knowledge needed Some knowledge needed Moderate knowledge neededExtensive knowledge needed

BAS operations nmlkj nmlkj nmlkj nmlkj

Basic accounting 

knowledge

nmlkj nmlkj nmlkj nmlkj

Basic construction nmlkj nmlkj nmlkj nmlkj

BIM nmlkj nmlkj nmlkj nmlkj

Budgeting nmlkj nmlkj nmlkj nmlkj

Building maintenance nmlkj nmlkj nmlkj nmlkj

Building operations nmlkj nmlkj nmlkj nmlkj

Building science nmlkj nmlkj nmlkj nmlkj

Building systems nmlkj nmlkj nmlkj nmlkj

Business operations models nmlkj nmlkj nmlkj nmlkj

Climate zone variations nmlkj nmlkj nmlkj nmlkj

CMMS nmlkj nmlkj nmlkj nmlkj

Commissioned systems 

knowledge

nmlkj nmlkj nmlkj nmlkj

Commissioning process nmlkj nmlkj nmlkj nmlkj

Construction budgets and 

costs

nmlkj nmlkj nmlkj nmlkj

Construction contracting nmlkj nmlkj nmlkj nmlkj

Construction documents 

and specifications

nmlkj nmlkj nmlkj nmlkj

Construction estimating nmlkj nmlkj nmlkj nmlkj

Construction management 

processes

nmlkj nmlkj nmlkj nmlkj

Construction methods and 

concepts

nmlkj nmlkj nmlkj nmlkj

Construction scheduling nmlkj nmlkj nmlkj nmlkj

Contract knowledge nmlkj nmlkj nmlkj nmlkj

Contractual labor issues 

and structures

nmlkj nmlkj nmlkj nmlkj

Control systems nmlkj nmlkj nmlkj nmlkj

Controls graphics nmlkj nmlkj nmlkj nmlkj

Controls theory and 

operations

nmlkj nmlkj nmlkj nmlkj

Commissioning budgeting nmlkj nmlkj nmlkj nmlkj

Commissioning manpower 

requirements

nmlkj nmlkj nmlkj nmlkj
Commercial Workforce Credentialing Council Job Task Analysis Validation

Commissioning processes 

and procedures

nmlkj nmlkj nmlkj nmlkj

Commissioning reporting 

documentation

nmlkj nmlkj nmlkj nmlkj

Commissioning schedules nmlkj nmlkj nmlkj nmlkj

Commissioning sequence 

of events

nmlkj nmlkj nmlkj nmlkj

Commissioning team 

member requirements

nmlkj nmlkj nmlkj nmlkj

Data normalization 

(weather, days of the 

month, etc.)

nmlkj nmlkj nmlkj nmlkj

Design documents nmlkj nmlkj nmlkj nmlkj

Developing ROIs nmlkj nmlkj nmlkj nmlkj

Divisions used in 

construction specifications

nmlkj nmlkj nmlkj nmlkj

Documentation protocols nmlkj nmlkj nmlkj nmlkj

Economic analyses nmlkj nmlkj nmlkj nmlkj

Energy calculations nmlkj nmlkj nmlkj nmlkj

Energy management 

fundamentals

nmlkj nmlkj nmlkj nmlkj

Energy modeling nmlkj nmlkj nmlkj nmlkj

Energy performance nmlkj nmlkj nmlkj nmlkj

Energy use analysis nmlkj nmlkj nmlkj nmlkj

Engineering principles nmlkj nmlkj nmlkj nmlkj

Environmental 

sustainability and efficiency 

goals

nmlkj nmlkj nmlkj nmlkj

Evidence collection nmlkj nmlkj nmlkj nmlkj

Expected equipment 

performance

nmlkj nmlkj nmlkj nmlkj

Facilities management nmlkj nmlkj nmlkj nmlkj

Failure mode analysis nmlkj nmlkj nmlkj nmlkj

Fault diagnostic knowledge nmlkj nmlkj nmlkj nmlkj

Functional testing 

procedures, equipment, 

and results

nmlkj nmlkj nmlkj nmlkj

General construction 

process knowledge

nmlkj nmlkj nmlkj nmlkj

How system components 

work together

nmlkj nmlkj nmlkj nmlkj

IEQ nmlkj nmlkj nmlkj nmlkj

Incentive programs nmlkj nmlkj nmlkj nmlkj
Commercial Workforce Credentialing Council Job Task Analysis Validation

Integration protocols nmlkj nmlkj nmlkj nmlkj

Issue resolution process nmlkj nmlkj nmlkj nmlkj

Life­span cost and quality nmlkj nmlkj nmlkj nmlkj

M&V nmlkj nmlkj nmlkj nmlkj

Maintainability, access, 

and operational 

requirements

nmlkj nmlkj nmlkj nmlkj

Maintenance contracts nmlkj nmlkj nmlkj nmlkj

Maintenance issues nmlkj nmlkj nmlkj nmlkj

Maintenance management 

systems

nmlkj nmlkj nmlkj nmlkj

Maintenance procedures nmlkj nmlkj nmlkj nmlkj

Manpower utilization nmlkj nmlkj nmlkj nmlkj

Manufacturers of 

commissioning equipment

nmlkj nmlkj nmlkj nmlkj

Metering nmlkj nmlkj nmlkj nmlkj
Commercial Workforce Credentialing Council Job Task Analysis Validation

Review the specialized knowledge below and indicate the depth of knowledge that is 

required of a Building Commissioning Professional.

No knowledge needed Some knowledge needed Moderate knowledge neededExtensive knowledge needed

Methodology to inspect 

systems

nmlkj nmlkj nmlkj nmlkj

Needs assessment 

processes

nmlkj nmlkj nmlkj nmlkj

O&M Procedures nmlkj nmlkj nmlkj nmlkj

Occupancy impacts nmlkj nmlkj nmlkj nmlkj

Operating techniques nmlkj nmlkj nmlkj nmlkj

OPR nmlkj nmlkj nmlkj nmlkj

Owner's operational 

configuration and 

personnel

nmlkj nmlkj nmlkj nmlkj

Potential environmental, 

health, and safety (EHS) 

hazards and risks

nmlkj nmlkj nmlkj nmlkj

Prevailing commissioning 

pricing structures

nmlkj nmlkj nmlkj nmlkj

Project documents nmlkj nmlkj nmlkj nmlkj

Project knowledge nmlkj nmlkj nmlkj nmlkj

Project management nmlkj nmlkj nmlkj nmlkj

Project management 

process

nmlkj nmlkj nmlkj nmlkj

Project objectives, goals, 

and purpose

nmlkj nmlkj nmlkj nmlkj

Proportional balancing nmlkj nmlkj nmlkj nmlkj

Records/document 

management

nmlkj nmlkj nmlkj nmlkj

Regression modeling nmlkj nmlkj nmlkj nmlkj

Required construction and 

installation tests

nmlkj nmlkj nmlkj nmlkj

Risk assessment and 

management

nmlkj nmlkj nmlkj nmlkj

ROI analysis nmlkj nmlkj nmlkj nmlkj

Safety issues and 

requirements

nmlkj nmlkj nmlkj nmlkj

Sampling protocols and 

procedures

nmlkj nmlkj nmlkj nmlkj

Sampling techniques nmlkj nmlkj nmlkj nmlkj

Scheduling nmlkj nmlkj nmlkj nmlkj

Scope of work nmlkj nmlkj nmlkj nmlkj

Sequence of construction  nmlkj nmlkj nmlkj nmlkj
Commercial Workforce Credentialing Council Job Task Analysis Validation

activities

Sequence of operations nmlkj nmlkj nmlkj nmlkj

Service contracts nmlkj nmlkj nmlkj nmlkj

Site safety nmlkj nmlkj nmlkj nmlkj

Space usage and 

occupancy schedules

nmlkj nmlkj nmlkj nmlkj

Special tests (TAB, etc.) nmlkj nmlkj nmlkj nmlkj

Spreadsheet development nmlkj nmlkj nmlkj nmlkj

Start up requirements nmlkj nmlkj nmlkj nmlkj

Statistical modeling nmlkj nmlkj nmlkj nmlkj

Structure of contracts nmlkj nmlkj nmlkj nmlkj

Submetering nmlkj nmlkj nmlkj nmlkj

Substantial completion and 

final completion

nmlkj nmlkj nmlkj nmlkj

Successful training 

outcomes

nmlkj nmlkj nmlkj nmlkj

Survey techniques nmlkj nmlkj nmlkj nmlkj

System operations nmlkj nmlkj nmlkj nmlkj

Systems engineering nmlkj nmlkj nmlkj nmlkj

Systems integration nmlkj nmlkj nmlkj nmlkj

Systems interactions and 

integration

nmlkj nmlkj nmlkj nmlkj

Systems understanding nmlkj nmlkj nmlkj nmlkj

TAB nmlkj nmlkj nmlkj nmlkj

Test development nmlkj nmlkj nmlkj nmlkj

Testing durations nmlkj nmlkj nmlkj nmlkj

Testing equipment and 

procedures

nmlkj nmlkj nmlkj nmlkj

Testing procedures nmlkj nmlkj nmlkj nmlkj

Testing sequencing nmlkj nmlkj nmlkj nmlkj

Testing standards nmlkj nmlkj nmlkj nmlkj

Testing, training, design 

and construction 

requirements

nmlkj nmlkj nmlkj nmlkj

Training evaluation nmlkj nmlkj nmlkj nmlkj

Training facilitation nmlkj nmlkj nmlkj nmlkj

Training methodologies nmlkj nmlkj nmlkj nmlkj

Training plans nmlkj nmlkj nmlkj nmlkj

Trend analysis nmlkj nmlkj nmlkj nmlkj

Trend data nmlkj nmlkj nmlkj nmlkj
Commercial Workforce Credentialing Council Job Task Analysis Validation

Troubleshooting 

methodologies

nmlkj nmlkj nmlkj nmlkj

Troubleshooting 

techniques

nmlkj nmlkj nmlkj nmlkj

Typical site visit protocols nmlkj nmlkj nmlkj nmlkj

Unique requirements for 

facility usage

nmlkj nmlkj nmlkj nmlkj

Utility bill structures nmlkj nmlkj nmlkj nmlkj

Utility rate structures nmlkj nmlkj nmlkj nmlkj

Utility rebate incentives nmlkj nmlkj nmlkj nmlkj

Various control 

technologies (new and 

legacy)

nmlkj nmlkj nmlkj nmlkj

Warranties nmlkj nmlkj nmlkj nmlkj

Warranty provisions nmlkj nmlkj nmlkj nmlkj
Commercial Workforce Credentialing Council Job Task Analysis Validation

Are there any job related tasks that are missing from this survey?

Is there any knowledge that we did not include in this survey that should have been 

included?

nmlkj No

nmlkj Yes

If yes, what?

5

6

nmlkj No

nmlkj Yes

If yes, what?

5

6
Commercial Workforce Credentialing Council Job Task Analysis Validation

If a certification examination were to be developed based on this information, please enter 

the percentage of the exam that should be devoted to each of the content areas listed 

below.

(Note: Your responses should add up to 100.)

Managing Commissioning Projects

Preparing Commissioning Documentation

Conducting Commissioning Activities

Managing Training Activities

Completing Warranty Phase Activities

Conducting Existing Building Commissioning

Conducting On­going Commissioning
Commercial Workforce Credentialing Council Job Task Analysis Validation

* Do you wish to respond to another survey?

nmlkj Yes

nmlkj No
Commercial Workforce Credentialing Council Job Task Analysis Validation

Following is a description of the remaining surveys you may respond to. Please review 

the job descriptions and select the survey for which you feel most qualified. Please select 

the survey for which you wish to respond:

*

Energy Manager ­ Responsible for managing and continually improving energy performance in commercial buildings by establishing and 

maintaining an energy program management system that supports the mission and goals of the organization.

nmlkj

Building Energy Auditor ­ Energy solutions professional who assesses building systems and site conditions; analyzes and evaluates 

equipment and energy usage; and recommends strategies to optimize building resource utilization.

nmlkj

Building Operations Professional ­ Manages the maintenance and operation of building systems and installed equipment, and performs 

general maintenance to maintain the building's operability, optimize building performance, and ensure the comfort, productivity and safety of 

the building occupants.

nmlkj
Commercial Workforce Credentialing Council Job Task Analysis Validation

Thank you! We appreciate your input!

You have completed the survey, and we really appreciate the time you have taken to share your job with us! NIBS and 

Professional Testing would like to thank you for taking the time to help.
82

This report is available at no cost from the National Renewable Energy Laboratory (NREL) at www.nrel.gov/publications.

Appendix B: List of Write-In Comments 

• 1) Coordination of Cx site visit scheduling with construction trades scheduling. Scheduling at 

appropriate times to gauge project progress prior to pivotal changes which may pose challenges; 

e.g., ceiling grid installation, accoutrements, invasive structures which may cause access issues. 

Planning, prioritizing events in hierarchical order as needed per given project issues - unforseen 

developments, force majeure, etc.- which vary substantially from project to project. 2) 

Performance / Verification / Witness of Duct Leakage testing by qualified independent verifier or 

Cx team member. 3) Building Envelope / Enclosure / Compartment testing.

• 1. Performance Bench-marking.

• Ability to built teams and trust among stakeholders

• Building envelope testing strategies Data trending and analysis

• Commissioning specification writing.

• Communication Skills

• Communication skills

• Communication skills - it is paramount that a commissioning provider be able to communicate 

with a wide variety of stakeholders, from architects / engineers to various skilled trades, etc.

• Conflict Management

• Coordination with the various contractors that are involved, particularly the controls contractor.

• Design and submittal review processes.

• Design Review Oversees development of BOD Witness TAB activities

• Design Review Envelope inspections Site Visit Reporting

• Design review at the following stages: 25% design 50% design 75% design 100% construction

• Design review capability System analysis review during design

• Design review of project documents.

• Device/sensor calibration, control logic

• Diagnostic Testing

• didn't see anything in there about knowing about LEED, IAQ, MEP design, ASHRAE standards 

such as minimum ventilation requirements

• Document Review (O&M manuals, submittal reviews, etc.) Technical Writing (Systems Manuals, 

etc.)

• Document review procedures.

• Electrical testing

• Engineering Design Experience.

• Interviews with owner, operator, and building occupants. This is extremely critical in developing 

a CFR for a retro-commissioning project.

• Is that the applicant is currently commissioning or TAB certified by one of the three body's TAB 

firm Certified by one of the following: ( AABC, NEBB, & TABB ) Cx firm Certified by one of the 

following: ( ACG, NEBB, & TABB ) As a supervisor, test and balance engineer or commissioning 

authority and have documented experience in trade performing TAB and/or Cx activities.

• It asked for Create System Manuals, Usually a Cx professional reviews system manuals and 

makes recommendations. The manufacturers and installers create the system manuals. 

Therefore review of System Manuals should be included.

• Managing internal strife (within Cx organization)

• maybe

• More on issue resolution and report documentation
83

This report is available at no cost from the National Renewable Energy Laboratory (NREL) at www.nrel.gov/publications.

• Most Cx issues are the result of poor design by the MEP, refusal to take responsibility, and 

incompletely communicating the design to the contractor. The CxA must specify required design 

submittals and the scheduling of those submittals. It's not enough to review plans and specs; the 

CxA must review the calculations that go into the design. If the CxA is responsible for verifying 

the design meets the OPR energy goals, he must review the energy model as well. A well 

specified control system is key, but rre. The MEP must provide controls diagrams, sequences, 

and a points database indicating point source (sensor or BACnet), set points, alarm points, alarm 

results (shutdown or alarm, manual or auto reset), and points to be trended and points on the 

GUI.

• People skills. Important to know how to communicate with the other Cx team members to keep 

a cooperative spirit

• Performance of peer review of the M/E/P design drawings and specifications. interaction with 

contractors and designers

• Performing Quick fixes during Retro Commissioning

• Proficiency with construction scheduling software such as Primavera. Knowledge of 

programming fundamentals (i.e. C++ & Basic). Extensive low, medium and high voltage electrical 

fundamentals and safety regulations in accordance to NEC and OSHA (NIOSH).

• Quick fixes methodologies; conducting no cost/low cost measures protocols.

• Relationship building, communication skills, multi-tasking, writing skills

• sampling should not be allowed

• Site visit frequency Importance of witnessing startups

• Stand Alone Specification Sections for Mock ups Specification for Building Enclosure 

Commissioning submittal review shop drawing review mock up shop drawing review first work 

by site crews Site Specific Performance Verification Plan Self Audits

• Submittal Reviews TAB Verification

• TAB was mentioned but not specifically the task of TAB Verification. We perform this on every 

Cx project.

• Technical commissioning of building systems. Meaning, actual measurement and testing rather 

than checklists.

• Technical knowledge of systems, such as Test & Balance DETAILED knowledge of how to test & 

balance a system. There is more to a TAB review than looking at a final report. A CxA needs to 

know if the procedures being implemented are correct. The CxA needs field experience to be 

able to look at an installation in progress and identify potential problems. The need to have the 

ability to proactively identify future issues BEFORE equipment is running. A CxA brings zero 

value to a project if they merely identify something isn't working on an issues log and send it out 

to the project team. For problems uncovered during testing, the CxA needs to have the technical 

background help facilitate solutions....."this item failed because of X, and needs to be corrected 

in X manner."

• Terrence Rollins, MBA, CEM, CDSM, CSDP RHC Global Energy Solutions trollins@earthlink.net

AEE Regional Energy Professional of the Year 2013 I recently witnessed a group that did not 

have experience to monitor a commissioning agent on a confidential government contract. I was 

not involved in the project, knew the building was not ready for turnover, and wrote a lean six 

sigma regarding the project, which was used and stooped the premature move in by the 

customer. A question could read: Have you as a energy manager commissioned a facility, or 

energy project over the past 5, 10, 15 or 20 years? If not, Why?

• The interaction between the TAB, DDC, Mechanical/Electrical contractors and the Cx authority. 

this is very important. Also, the lack of owners involvement in the most of the Cx jobs I've done.
84

This report is available at no cost from the National Renewable Energy Laboratory (NREL) at www.nrel.gov/publications.

• The Survey does not address continuous updating the original commissioning plan during the 

life of the project.

• The understanding of how the systems are designed as this is a large tool for CxA

• This may be covered by default in the other categories,,,,, but it seems like every project 

requires a “Variance Evaluation” from the CxA. Where something (sequence, system, piece of 

equipment, etc.) is never going to provide 100% match of expectations. The CxA is a critical 

component in determining if final results are acceptable and if/how the results effect other 

areas.

• Verify calibration and TAB test procedures

• You guys are hung-up on Energy, so is the untied states. Energy is important but what if the 

Owners Project Requirement (OPR) is not concerned with energy conservation? Your survey and 

professional organizations (NEBB) are hung up on "selling" training courses during the recession.

All the professional certification that have been created in the last 10 years LEED_AP, Certified 

Commissioning Professional, Certified Energy Manager (plus all the other courses by AEE) do not

strengthen the industry. I was working with two LEEP_AP and CEM yesterday that could not find 

their way through a 410a refrigeration cycle to conduct the seasonal start-up on air handlers 

they both have decision making roles with a public agency in New York City. The survey should 

focus on what the individual skill set and experience needed to effectively restore a Building 

Management System (BMS) to it original operational status at the time of new. Once the BMS 

status has been restored the data that is logged to indicate energy efficiency maybe be recorded 

and acted upon. I would challenge anyone national that once this has been achieved this is the 

largest single energy optimization project that will be gained in the building.

• You named a lot, I think you have them covered

• 1) Knowledge of what clearly constitutes a "layman" versus what type of qualified profesional is 

needed to perform Cx tasks as a member of a Cx team where a specific skill set is deemed 

necessary. 2) Knowledge of building power consumption as it relates to Power Factor as well as 

Efficiency; overall Mechanical Efficiency of a building and its components which would cause 

Power Factors to be deemed lacking or insufficient. 3) Knowledge of Heat Flow Fundamentals 

and how these pertain to "Effectiveness" in heat exchange systems, and not only "Efficiency" of 

HVAC and related systems. 4) Knowledge of acknowledged failures in current technologies, 

obsolete testing and control methods, and other shortcomings which could adversely affect 

building performance for predictable outcomes as firmly established on record or in general 

Engineering principles through research, or as may otherwise be readily noted on historical 

record and case studies. 5) Some electrical knowledge as related to High and Low Voltage 

transformers, line gauge, assessing line losses, and appropriate sizing of these components for 

what will ultimately determine the given Building's final power draw after Cx has been 

completed. 6) Basic knowledge of legal procedures and protocols which must be followed from 

initial steps to preservation of any such evidence or "sampling" of data, such as in collecting 

evidence from a crime scene and what constitutes a breach of that procedure or process if not 

followed accordingly and in proper order. Where so called "forensic engineering" is concerned, 

that testing and gathering of crucial data may be compromised by not following such a 

procedure. Similarly, the wild card of "tampering" with evidence or possible "sabogtage" of 

systems may enter the equation and thus cause tainted test results bringing false conclusions. 

This may also allow a subject to skip over steps in the process and thus compromise the test 

results or circumvent the issues. 7) Knowledge of what true "Third Party Independent 

Verification" means when related to the Cx process and other related processes, such as Testing 

and Balancing, Leakage Testing, and other technically intensive testing as it pertains to a given 
85

This report is available at no cost from the National Renewable Energy Laboratory (NREL) at www.nrel.gov/publications.

project. This means specific tests conducted by an Independent Verifier, an apropriate entity 

who has no vested interest in the outcome of the project and who has proper qualifications in 

the specialized areas of testing as required. Unqualified individuals making proffered 

suggestions and executive decisions on Cx projects is a prominent issue that detracts from the 

Cx process and ultimate achievement of goals.

• 1. There is a difference between Functional Testing & Performance Testing. 2. Measurement 

and Verification are more important to a Cx effort than modeling which is more of a design 

activity expressed in the Basis of Design review Cx activity. 3. The Cx Process is the gateway to 

Sustainable Occupancy. Focus only on Project outcomes, e.g. budgets, compromises the 

effectiveness of operations. Projects are focused on Design and Construction but Sustainable 

Occupancy depends on input from and participation of the Operations and Maintenance 

interests. 4. Knowledge of Compliance issues e.g. building codes, other regulatory requirements, 

corporate and internal policy, and voluntary goals need to be considered when reviewing 

acceptance criteria, elements of training, and planning ongoing or retro commissioning 

activities.

• Ability to review the drawings. I am finding as a CxA that the drawings are the best place to ward 

off many of the errors that end up on the projects. We have just recently worked on a project 

that we didn't do the design review and it is truly a nightmare. Because of this, our company will 

no longer take on a project that we haven't been allowed to review the drawings.

• Building Enclosure Condition Assessment Building Enclosure Coordination Process

• Building systems and mechanical, electrical and plumbing design experience.

• Certification training, or just certifications by: 1) State (PE or other) 2) NIBS, NEBB, ASHRAE or 

other

• CFR - Current Facilities Report

• Communication/leadership skills to run meetings and facilitate getting the team members to 

cooperate and produce results.

• Communication Skills

• Communication Skills

• Communication skills. Small group and individual communications skills are necessary.

• Communications skills

• Conflict Management Contract Claims

• Construction specifications

• Contractor team typically determines and keeps the schedule

• Contractual issues related to Cx. The Owners Project Requirements (OPR) apply only to the 

design team; the contractors are not required to meet the OPR and typically don't even see the 

OPR. The owner needs to understand that for most CxAs and ASHRAE Guideline Zero and Std 

202, that energy modeling does not exist and that few CxAs take responsibility for meeting the 

OPR energy goals. Owners need to understand that the USGBC or most utility DSM EDA 

programs have no QA reviews of energy models, which are typically performed by the design 

team, who are more concerned with LEED points than good design. 3rd party verification of 

energy modeling (maybe by the CxA) is key to buildings meeting their energy goals.

• Control logic versus sequence of operations

• Cx and knowledge of Renewable energy systems Cx of Life safety systems Knowledge of various 

MEP systems Knowledge of codes: IBC, IgCC, IMC, IPC, NFPA, IECC, ASHRAE 90.1, 62.1, 55, etc.

• Data Visualization. This goes along with reporting, but is a unique knowledge set unto itself.

• Electrical Safety Procedures, General Safety, Lock out procedures
86

This report is available at no cost from the National Renewable Energy Laboratory (NREL) at www.nrel.gov/publications.

• Engineering Design Cx meets the definition engineering in all state laws and statutes and 

therefore a Cx authority in charge of a Cx project should be a licensed, experienced engineer.

• General knowledge of the use of tools and how to properly use, store and maintain them.

• HVAC Engineering experience HVAC Design experience Electrical systems design and testing 

experience

• HVAC theory and design techniques

• I believe all CxAs should have to pass a technical exam, similar to the NEBB requirements. NEBB 

requires the same written exam as a NEBB TAB Certified Professional. There are too many CxAs 

administering a process without understanding the technical aspects behind the process.

• I think you needed more detailed breakdown of "construction document review"; to many 

people this is incorrectly thought of as a peer review. It should be described as a commissioning 

review and the questions should have broken out the items in that review: conformance to OPR, 

best practices, "commissionability", maintenance requirements, etc.

• Identification of when sampling activities are acceptable/not acceptable; potential adverse 

results that can be experienced by the owner when sampling activities are integrated into new 

building, existing building and on-going commissioning programs.

• Interview techniques Basic people skills

• Is that the applicant is currently commissioning or TAB certified by one of the three body's TAB 

firm Certified by one of the following: ( AABC, NEBB, & TABB ) Cx firm Certified by one of the 

following: ( ACG, NEBB, & TABB ) As a supervisor, test and balance engineer or commissioning 

authority and have documented experience in trade performing TAB and/or Cx activities.

• Knowledge about renewable energy technologies and systems such as photovoltaic, eolic, 

geothermal and fuel cells. Each with specific commissioning procedures along with performance 

verification in accordance to design documents and manufacturer procedures. In addition, 

knowledge about building envelope air barrier testing and ductwork air pressurization testing 

general procedural standards.

• Load calculation and equipment sizing understanding. Understanding design sizing criteria (duct 

sizing, pipe sizing). Regarding the above 2, it's very common that a duct or pipe section is not 

sized correctly in the first place (in design drawings). Ultimately, if not caught during design, it 

often creates performance issues which the CxA would be expected to find and subsequently be 

involved in troubleshooting. The CxA needs to understand load calculation fundamentals then 

and be able to identify appropriate system (duct, pipe, equipment) sizes needed to produce and 

convey the energy flows associated with the loads.

• maybe

• Methods and/or techniques for motivating contractors to perform pre-start checkouts

• More on team building and communication.

• New Construction a Commissioning Agent works directly for the owner, to measure and verify to 

the owner, the owner has received a building that meets the minimum requirement of the 

Owners Project Requirement (OPR)... What does that mean? The survey had numerous 

questions that are overlapping with the responsibility of the AOR and EOR which is dangerous.

The commissioning professional can and should be influential during the basis of design but 

once the design has been delivered by the EOR to the AOR/owner and the project has been 

awarded to a General Contractor the Commissioning Agent become an "inspector" for the 

owner. Their are several tasks that this may take we perform system fabrication and installation 

inspections on biweekly intervals to report when a site condition will negatively impact the OPR.

The CM is then to take the corrective action necessary to resolve the reported issue. When the 

General Contractor has issued Substantial Completion the Commissioning Agent will conduct the 
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This report is available at no cost from the National Renewable Energy Laboratory (NREL) at www.nrel.gov/publications.

Functional Performance Test (FPT) to determine if the OPR has been achieved. We are ALWAYS 

involved with system/component troubleshooting to correct for the minor system deficiency 

that are inherent with all construction projects, no fault of the GC team, to achieve the OPR.

Remember the owner also holds contract with the following: Architect of Record (AOR) is 

contracted to write the OPR, typically the AOR will subcontract an Engineer of Record (EOR) to 

create the Construction Documents (Specification and drawings set) to identify the work needed 

to be completed to deliver the minimum requirement of the OPR. The AOR may also hire a 

Commissioning Agent to conduct the Current Facility Requirements as part of the preparation of 

the OPR. This is done because the AOR holds the design contract with the owner and to protect 

the AOR they need to be responsible for the existing building conditions that will effect the basis 

of design. General Contractor is hired to subcontract the construction trades (Mechanical, 

Electrical, Plumbing (MEP) as specified in Bid Documents created by AOR/EOR. Construction 

Manager (CM) may be hired by the owner to manage the General Contractor and the logistics of 

the project, normally based on the size of the project the larger the project the need for a CM 

otherwise the responsibility for the logistics is carried by the General Contractor

• One of the most important things we do is to test the building control system. Some of the 

survey questions ask about the required knowledge of building controls however I did not see 

any questions related to the required knowledge of electrical control systems and control 

system hardware installation review and point testing.

• Other building systems i.e. Fire Alarm, Fire Protection, Electrical, Building Envelope, Critical vs 

non-critical commissioning...the questions seemed to all be directed towards mechanical system 

commissioning, but commissioning involves much more than just mechanical systems.

• Owner expectation management and communication Experience with current industry best 

practices Working within an owners budget/maximizing return on commissioning project costs

Engaging the contractors/other involved parties in the process

• People skills

• people skills, diplomacy, persuasion communication skills - oral and written troubleshooting 

skills - you may have touched on that, can't remember

• Possibly the knowledge of how to generate an OPR through facilitation of a group event / 

workshop. This is core to the success of a project and potential value that the commissioning 

process brings to a project (unfortunately it is rarely accomplished as it is intended).

• Presentation skills/knowledge Interpersonal skills/knowledge Knowledge in LEED and other 

building quality/environmental impact programs

• Regulatory knowledge

• Should at minimum have a Test and Balance Certification from either AABC or NEBB in addition 

to BSC

• Should have asked in what depth of commissioning is being requested on most projects. A lot of 

projects are just requesting pre-functional and functional testing of HVAC systems. The 

customer doesn't want to pay for anything else

• Skill level required for tasks stated.

• Software Programs used in the commission's activities. Auto desk applications. Specific progs.

• Specific knowledge relative to the individual MEP systems and Building Enclosure assemblies

• Technical, HANDS ON experience. As identified above, too many people claiming to be CxA's 

don't have the field experience to provide value to overseeing TAB or Cx tests. For example, how

can a CxA accept a TAB report, if they themselves do not know the proper TAB procedures? As 

far as commissioning goes, the testing criteria NEEDs to contain actual questions regarding 

HVAC, controls, lighting, domestic water, TAB systems and processes that they are allegedly 
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This report is available at no cost from the National Renewable Energy Laboratory (NREL) at www.nrel.gov/publications.

experts in. Too many of the current "Commissioning Certifications" only test on the Cx process. 

Knowing what an OPR is doesn't necessarily provide the owner value over the technical 

commissioning person who can identify that an airflow measuring station is installed incorrectly, 

leading to inaccurate readings, and a control loop that is subsequently hunting.

• Terrence Rollins, MBA, CEM, CDSM, CSDP RHC Global Energy Solutions trollins@earthlink.net

AEE Regional Energy Professional of the Year 2013 Another question: Have you commissioned 

any projects as a owner of the facilities, not using a 3rd party professional, and have you 

developed and implemented annual or retro-commissioning programs?

• The retro-commissioning process is very different from the commissioning process and I feel this 

survey did not adequately address the differences.

• Thermography

• This survey seems much more focused on New Building Commissioning. Although Existing 

Building Commissioning is included and addressed to some extent, the process is notably 

different. It should be more clear to the market as well as Providers that New Construction 

Commissioning Services and Existing Building Commissioning services should not be discussed as 

one and the same. Existing Building Commissioning most notably has a different meeting 

structure, timeline and is frequently constrained (in full form) by budget and 

document/drawing, or controls limitations.

• Use of documentation software, i.e. ftp sites, autocad, revit, and adobe.

• Use of software tools, email, report writing skills

• Whether or not a commissioner should be certified, licensed, etc.