ANSIASHRAEIES Standard 202 2013 Commissioning Process for Buildings

ANSI/ASHRAE/IES Standard 202 -2013 Commissioning Process for Buildings and Systems & Code Compliance Cx Jim Magee, Facility Commissioning Group ASHRAE Evansville Chapter #44 Lunch Presentation; May 13, 2014

ASHRAE Evansville Chapter #44 Lunch Presentation; May 13, 2014

LEARNING OBJECTIVES At the end of this session, participants will be able to: 1. Summarize highlights of ASHRAE Standard 202 - 2013 and differentiate roles & responsibilities 2. Recognize International Code Council (ICC) and International Accreditation Services (IAS) participation in Ig. CC and other codes pertaining to Cx. 3. Reference ACR 476 accreditation criteria for commissioning service providers May 13, 2014

PURPOSE ASHRAE Standard 202 -2013 purpose is to identify the minimum acceptable Commissioning Process for buildings and systems for adoption into prevailing building codes and use as Authority Having Jurisdiction (AHJ) enforcement and implementation requirements. May 13, 2014

SCOPE Minimum Requirements for: a. Cx Process b. Description of steps c. Documentation d. Acceptance May 13, 2014

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ASHRAE STANDARD 202 -2013 – 13 STEPS 4. 2. 2 Cx process Activities and Deliverables May 13, 2014

Pre-Design May 13, 2014

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OWNER ALLOCATES COMMISSIONING BUDGET May 13, 2014

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SYSTEMS MANUAL May 13, 2014

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INTERNATIONAL ACCREDITATION SERVICE, INC. 5360 WORKMAN MILL ROAD ⋅ WHITTIER, CA 90601 USA 562 -364 -8201 LOCAL ⋅ 866 -427 -4422 TOLL FREE ⋅ 562 -699 -8031 FAX WWW. IASONLINE. ORG WEB SITE ⋅ APRIL 5, 2013 TO: TRAINING AGENCIES, PERSONNEL CERTIFICATION BODIES, BUILDING DEPARTMENTS AND OTHER INTERESTED PARTIES SUBJECT: PRESENTATION ON DEVELOPMENT OF ACCREDITATION CRITERIA FOR ORGANIZATIONS TRAINING AND/OR CERTIFYING INDIVIDUALS INVOLVED IN COMMISSIONING, SUBJECT MISC 3 -0613 -R 1 (PB/CPR) 3 rd Annual Technical Summit

• Member focused association • Develop model codes and standards • Minimum safeguards to protect people • Safe, resilient, affordable structures • One set of codes without regional limitations May 13, 2014

ICC I-CODES • International Codes: I-Codes • 50 State including the DC have adopted at state or jurisdictional level • Fed agencies: Architect of the Capitol, GSA, NPS, Dept. of State, USFS, VA, Do. D, Amtrak • Puerto Rico and Virgin Islands May 13, 2014

ICC CREATION • ICC founded in 1994 • Building Officials Code Administrators International (BOCA) • International Conference of Building Officials (ICBO) • Southern Building Code Congress International (SBCCI) • Merger to a single set of codes May 13, 2014

ICC – CODE DEVELOPMENT • Any group or individual can submit a code change proposal • Open debate/participation before a committee • Representatives from across the construction industry, including code regulators • Ensures a consensus process of construction community in decision-making May 13, 2014

IGCC–INTERNATIONAL GREEN CONSTRUCTION CODE • • 1 st model code to include sustainability measures Design – Construction – C. O. – Post-Occupancy More efficient, reduce waste, positive impact Collaborated with • American Institute of Architects (AIA) • ASTM International • ASHRAE • USGBC • Illuminating Engineering Society (IES) May 13, 2014

IGCC • Model-Code Approach - communities tailor to meet local needs • Note: 189. 1 is jurisdictional compliance option, however Cx is mandatory regardless of compliance route chosen • 611. 1. 1 - Registered design professional OR approved agency • Approved Agency – An established and recognized agency regularly engaged in conducting tests or furnishing inspection services or commissioning services, where such agency has been approved (approved = acceptable to code official) May 13, 2014

IGCC • 902. 1. 1 Commissioning professional is required to be “competent and independent” from contractor performing the work • Code states that IAS Accreditation ensures code official of the commissioning professional’s competence and independence May 13, 2014

IGCC • 611. 1. 4 Preliminary Cx report shall be certified (signed and sealed) and final inspection not allowed until building owner has received Preliminary Cx report and confirmed as such to the code official. Otherwise building will not get a Certificate of Occupancy • Table 903. 1 – Checklist of Cx requirements from Erosion Control to Air Balancing, and reads that all 60+ items in Cx Report May 13, 2014

IGCC • Per April 5, 2013 IAS Letter, “Ig. CC establishes requirements for certain buildings to be commissioned. ” May 13, 2014

IGCC • “As adoption of the Ig. CC and other green codes advances, the responsibility for enforcing commissioning shifts to the authority having jurisdiction. ” • “Regulators, therefore, need a process to ensure that commissioning agents/agencies comply as Approved Agencies as defined in Section 902. 1 of the Ig. CC. ” May 13, 2014

ICC G 4 -2012: GUIDELINE FOR COMMISSIONING Purpose • Guidance for Code Officials or Regulators Purpose • Competently enforce Cx in-house or 3 rd party Scope Intent • Does not specify aspects of Cx Process • Deals only with Implementation & Enforcement • Not code/ AHJ adoptable in whole or part May 13, 2014

ICC G 4 -2012: GUIDELINE FOR COMMISSIONING History • Ig. CC – International Green Construction Code Vision • Written to support other codes & standards License • IAS – International Accreditation Services License • Accreditation Committee Qualified • IAS establishing Cx qualification criteria May 13, 2014

ICC COMMISSIONING GUIDELINE • Compliance language • Enforcement at discretion of local code official • Evaluation criteria for Cx of each system type located in Section 5. 0 • Guideline specifically for overview of skillsets and process for code implementation/enforcement • Can adopted in whole or in part by AHJ • Similar implications as outlined for Ig. CC (Ie. CC) May 13, 2014

ICC COMMISSIONING GUIDELINE Per April 5, 2013 IAS Letter: “To aid code officials in enforcing commissioning, the International Code Council (ICC) has published a Commissioning Guideline (ICC G 4 -2012). However, this guideline does not specify what is required when approving and accepting a commissioning agent/agency. ” May 13, 2014

IAS – INTERNATIONAL ACCREDITATION SERVICES • IAS is a nonprofit, public-benefit corporation that has been providing accreditation services since 1975. It is a subsidiary of the International Code Council (ICC). • IAS accredits a wide range of companies and organizations including governmental entities, commercial businesses, and professional associations. May 13, 2014

ACCREDITATION/CERTIFICATION ICC tasks IAS with creating an accreditation for Cx certification companies. May 13, 2014

IAS CREATES AC 476 • AC 476 - Establish criteria for obtaining and maintaining accreditation for commissioning training and certification organizations. • Organizations must provide training in the following: • Cx process • Codes, standards, guidelines • Systems, equipment, components and verification of their performance May 134, 2014

IAS AND AC 476 • Personnel certification shall certify that: • Individual has thorough knowledge of Cx process • Knowledge of codes, standards, guidelines • Ability to verify system performance • Met their minimum requirements for education, work skills and experience • And comply with ISO 17024 May 13, 2014

IAS AND AC 476 • Commissioning professional defined in two ways: • Commissioning Provider of Record – Approved by AHJ to be responsible for building commissioning process • Commissioning Specialist (twelve categories from HVAC to Irrigation) – Certified party working under the Cx Provider of Record for specific technical area Cx. POR Cx. S (HVAC) Cx. S (Lighting) Cx. S (Water) Cx. S (Enclosure) (Site) etc May 13, 2014

IAS AND AC 476 • AC 476 defines options for educations requirements, work experience and examination (currently in Section 5. 2 of the version available for public comment) • Two tables to distinguish between certification criteria for Cx Provider of Record and Cx Specialists • ISO 17024 – objective is achieving and promoting accepted benchmark for organizations operating certifications of persons • Could be applied to organizations for anything from commissioning to IT and more May 13, 2014

IAS AND AC 476 • Could be applied to organizations for anything from commissioning to IT and more • By AC 476, certification bodies will be required to be ISO 17024 certified which involves an initial certification and then annual audit and renewal • ISO 17024 certification requires: • Fairness among potential candidates • Policies for granting, maintaining, renewing and expending the certification • Organization must be INDEPENDENT and IMPARTIAL in relation to applicants May 13, 2014

AGENT VERSUS AUTHORITY • Important to know and understand the legal differences • Authority – Individual cited as or appealed to as an expert (Webster’s) • Agent – One who is authorized for or in place of another (Webster’s) • What this means is that an agent does not work for the client but actually becomes the client. So the Cx. A would actually become the Owner in this instance contractually. This is not how commissioning contracts are typically written. May 13, 2014

AGENT VERSUS AUTHORITY • Essentially all of the Cx bodies providing certification of commissioning professionals have recognized the title of Authority or interchanges between Authority and other titles (i. e. Provider), but most do not call the professional a Commissioning Agent • Finally, Ig. CC identifies Approved Agency in lieu of Authority or Agent • Thanks to Jerry Kettler for his report on commissioning professional terms which was used to create this slide May 13, 2014

REGULATORY STEPS TO THE PRESENT SITUATION: ICC • Code Creator Ig. CC • Code ICC Cx Guide • Process IAS • Cx Provider Approval AC 476 TAC May 13, 2014

INTERNATIONAL ORGANIZATION FOR STANDARDIZATION (ISO) • World’s largest developer of voluntary International Standards [that] give state of the art specifications for products, services and good practice, helping to make industry more efficient and effective. Developed through global consensus, they help to break down barriers to international trade. • ISO develops International Standards. We were founded in 1947, and since then have published more than 19, 500 International Standards covering almost all aspects of technology and business. From food safety to computers, and agriculture to healthcare, ISO International Standards impact all our lives. May 13, 2014

ISO 17024 • Define competencies (what is being examined) 17024 • Determine qualifying knowledge, skill and personal attributes 17024 • Establish certification independence • Validate certification process and examination • Competency is typically described as “the demonstrated ability to apply knowledge, skills and attributes” 3 rd Annual Technical Summit

• ASHRAE BUILDING PERFORMANCE ALLIANCE (BPA) BPA • Industry consensus • Road map for understanding commissioning service • Lay ground work for future collaborative efforts BPA BPA • Determine path for future guidelines/standards • Existing Building Commissioning May 13, 2014

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IAS APRIL 5, 2013 • Commissioning, as defined by the Ig. CC: “Commissioning verifies that building staff are prepared and able to operate and maintain the building’s systems. ” May 13, 2014

DOE-NIBS BETTER BUILDINGS WORKFORCE JOB TASK ANALYSIS May 13, 2014

THANK YOU Jim Magee SERBCA/7 x 24 Exchange Carolinas Chapter 3 rd Annual Technical Summit