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New construction commissioning

EA2.1 | Possible point

Intent

To verify that the project’s energy-related systems are installed, calibrated and perform according to the owner’s project requirements, basis of design and construction documents.

Benefits of commissioning include reduced energy use, lower operating costs, reduced contractor callbacks, better building documentation, improved occupant productivity and verification that the systems perform in accordance with the owner’s project requirements.

To verify that the project’s energy-related systems are installed and calibrated to perform according to the owner’s project requirements, basis of design, and construction documents.

Benefits of commissioning include reduced energy use, lower operating costs, fewer contractor callbacks, better building documentation, improved occupant productivity, and verification that the systems perform in accordance with the owner’s project requirements.

To verify and ensure that the tenant space is designed, constructed and calibrated to operate as intended.

To begin the commissioning process early in the design process and execute additional activities after systems performance verification is completed.

To begin the commissioning process early in the design process and execute additional activities after systems performance verification is completed.

To verify that the project’s energy-related systems are installed and calibrated to perform according to the owner’s project requirements, basis of design, and construction documents.

Benefits of commissioning include reduced energy use, lower operating costs, fewer contractor callbacks, better building documentation, improved occupant productivity, and verification that the systems perform in accordance with the owner’s project requirements.

Verify that the building’s energy related systems are installed, calibrated and perform according to the owner’s project requirements, basis of design, and construction documents.

Benefits of Commissioning

Benefits of commissioning include reduced energy use, lower operating costs, reduced contractor callbacks, better building documentation, improved occupant productivity, and verification that the systems perform in accordance with the owner’s project requirements.

Begin the commissioning process early during the design process and execute additional activities after systems performance verification is completed.

Verify that the project’s energy-related systems are installed, calibrated and perform as intended.

Verify and ensure that the tenant space is designed, constructed and calibrated to operate as intended.

Verify that the building’s energy related systems are installed, calibrated and perform according to the owner’s project requirements, basis of design, and construction documents.

Benefits of Commissioning

Benefits of commissioning include reduced energy use, lower operating costs, reduced contractor callbacks, better building documentation, improved occupant productivity, and verification that the systems perform in accordance with the owner’s project requirements.

Begin the commissioning process early during the design process and execute additional activities after systems performance verification is completed.

Verify that the building’s energy related systems are installed, calibrated and perform according to the owner’s project requirements, basis of design, and construction documents.

Benefits of Commissioning

Benefits of commissioning include reduced energy use, lower operating costs, reduced contractor callbacks, better building documentation, improved occupant productivity, and verification that the systems perform in accordance with the owner’s project requirements.

Begin the commissioning process early during the design process and execute additional activities after systems performance verification is completed.

Verify and ensure that fundamental building elements and systems are designed, installed and calibrated to operate as intended.

Verify and ensure that the entire building is designed, constructed and calibrated to operate as intended.

Verify and ensure that fundamental building elements and systems are designed, installed and calibrated to operate as intended.

Verify and ensure that the entire building is designed, constructed and calibrated to operate as intended.

To support the design, construction, and eventual operation of a project that meets the owner’s project requirements for energy, water, indoor environmental quality, and durability.

To support the design, construction, and eventual operation of a project that meets the owner’s project requirements for energy, water, indoor environmental quality, and durability.

To further support the design, construction, and eventual operation of a project that meets the owner’s project requirements for energy, water, indoor environmental quality, and durability.

To further support the design, construction, and eventual operation of a project that meets the owner’s project requirements for energy, water, indoor environmental quality, and durability.

To further support the design, construction, and eventual operation of a project that meets the owner’s project requirements for energy, water, indoor environmental quality, and durability.

To support the design, construction, and eventual operation of a project that meets the owner’s project requirements for energy, water, indoor environmental quality, and durability.

To verify that the project’s energy-related systems are installed, and calibrated to perform according to the owner’s project requirements, basis of design and construction documents.

Benefits of commissioning include reduced energy use, lower operating costs, fewer contractor callbacks, better building documentation, improved occupant productivity and verification that the systems perform in accordance with the owner’s project requirements.

To begin the commissioning process early in the design process and execute additional activities after systems performance verification is completed.

To further support the design, construction, and eventual operation of a project that meets the owner’s project requirements for energy, water, indoor environmental quality, and durability.

To verify that the project’s energy-related systems are installed, and calibrated to perform according to the owner’s project requirements, basis of design and construction documents.

Benefits of commissioning include reduced energy use, lower operating costs, fewer contractor callbacks, better building documentation, improved occupant productivity and verification that the systems perform in accordance with the owner’s project requirements.

To further support the design, construction, and eventual operation of a project that meets the owner’s project requirements for energy, water, indoor environmental quality, and durability.

Requirements

The following commissioning process activities must be completed by the project team:

  • Designate an individual as the commissioning authority (CxA) to lead, review and oversee the completion of the commissioning process activities.
    • The CxA must have documented commissioning authority experience in at least 2 building projects.
    • The individual serving as the CxA must be independent of the project’s design and construction management, though the CxA may be an employee of any firms providing those services. The CxA may be a qualified employee or consultant of the owner.
    • The CxA must report results, findings and recommendations directly to the owner.
    • For projects smaller than 50,000 gross square feet (4,500 gross square meters), the CxA may be a qualified person on the design or construction teams who has the required experience.
  • The owner must document the owner’s project requirements. The design team must develop the basis of design. The CxA must review these documents for clarity and completeness. The owner and design team must be responsible for updates to their respective documents.
  • Develop and incorporate commissioning requirements into the construction documents.
  • Develop and implement a commissioning plan.
  • Verify the installation and performance of the systems to be commissioned.
  • Complete a summary commissioning report.
Commissioned Systems

Commissioning process activities must be completed for the following energy-related systems, at a minimum (if they are installed as part of the core and shell project):

  • Heating, ventilating, air conditioning and refrigeration (HVAC&R) systems (mechanical and passive) and associated controls.
  • Lighting and daylighting controls.
  • Domestic hot water systems.
  • Renewable energy systems (e.g. wind, solar).
Credit substitution available

You may use the LEED v4 version of this credit on v2009 projects. For more information check out this article.

The following commissioning process activities must be completed by the project team:

  • Designate an individual as the commissioning authority (CxA) to lead, review, and oversee the completion of the commissioning process activities.
    • The CxA must have documented commissioning authority experience in at least 2 building projects.
    • The individual serving as the CxA must be independent of the project’s design and construction management, though the CxA may be an employee of any firm providing those services. The CxA may be a qualified employee or consultant of the owner.
    • The CxA must report results, findings, and recommendations directly to the owner.
    • For projects smaller than 50,000 gross square feet (4,600 gross square meters), the CxA may be a qualified person on the design or construction team who has the required experience.
  • The owner must document the owner’s project requirements. The design team must develop the basis of design. The CxA must review these documents for clarity and completeness. The owner and design team must be responsible for updates to their respective documents.
  • Develop and incorporate commissioning requirements into the construction documents.
  • Develop and implement a commissioning plan.
  • Verify the installation and performance of the systems to be commissioned.
  • Complete a summary commissioning report.
Commissioned Systems

Commissioning process activities must be completed for the following energy-related systems, at a minimum:

  • Heating, ventilating, air-conditioning, and refrigeration (HVAC&R) systems (mechanical and passive) and associated controls.
  • Lighting and daylighting controls.
  • Domestic hot water systems.
  • Renewable energy systems (e.g., photovoltaic, wind, solar).
Credit substitution available

You may use the LEED v4 version of this credit on v2009 projects. For more information check out this article.

Implement, or have a contract in place to implement, the following additional commissioning process activities in addition to the requirements of EA Prerequisite 1: Fundamental Commissioning of Building Energy Systems:

  • Prior to the start of the construction documents phase, designate an independent commissioning authority (CxA) to lead, review and oversee the completion of all commissioning process activities.
    • The CxA must have documented commissioning authority experience in at least 2 building projects.
    • The individual serving as the CxA:
      • Must be independent of the work of design and construction;
      • Must not be an employee of the design firm, though he or she may be contracted through them;
      • Must not be an employee of, or contracted through, a contractor or construction manager holding construction contracts;
      • May be a qualified employee or consultant of the owner.
    • The CxA must report results, findings and recommendations directly to the owner.
  • The CxA must conduct, at a minimum, 1 commissioning design review of the owner’s project requirements, basis of design and design documents prior to the mid-construction documents phase and must back-check the review comments in the subsequent design submission.
  • The CxA must review contractor submittals applicable to systems being commissioned for compliance with the owner’s project requirements and basis of design. This review must be concurrent with the reviews of the architect or engineer of record and submitted to the design team and the owner.
  • The CxA or other project team members must develop a systems manual that gives future operating staff the information needed to understand and optimally operate the project’s commissioned systems.
  • The CxA or other project team members must verify that the requirements for training operating personnel and building occupants have been completed.
  • The CxA must be involved in reviewing the operation of the tenant space with operations and maintenance (O&M) staff and occupants within 8 to 10 months after substantial completion. A plan for resolving outstanding commissioning-related issues must be included.
Credit substitution available

You may use the LEED v4 version of this credit on v2009 projects. For more information check out this article.

Implement, or have a contract in place to implement, the following additional commissioning process activities in addition to the requirements of EA Prerequisite 1: Fundamental Commissioning of Building Energy Systems and in accordance with the LEED Reference Guide for Green Building Design and Construction, 2009 Edition:

  • Prior to the start of the construction documents phase, designate an independent commissioning authority (CxA) to lead, review, and oversee the completion of all commissioning process activities.
    • The CxA must have documented commissioning authority experience in at least 2 building projects.
    • The individual serving as the CxA:
      • Must be independent of the work of design and construction.
      • Must not be an employee of the design firm, though he or she may be contracted through them.
      • Must not be an employee of, or contracted through, a contractor or construction manager holding construction contracts.
      • May be a qualified employee or consultant of the owner.
    • The CxA must report results, findings and recommendations directly to the owner.
  • The CxA must conduct, at a minimum, 1 commissioning design review of the owner’s project requirements basis of design, and design documents prior to the midconstruction documents phase and back-check the review comments in the subsequent design submission.
  • The CxA must review contractor submittals applicable to systems being commissioned for compliance with the owner’s project requirements and basis of design. This review must be concurrent with the review of the architect or engineer of record and submitted to the design team and the owner.
  • The CxA or other project team members must develop a systems manual that provides future operating staff the information needed to understand and optimally operate the commissioned systems.
  • The CxA or other project team members must verify that the requirements for training operating personnel and building occupants have been completed.
  • The CxA must be involved in reviewing the operation of the building with operations and maintenance (O&M) staff and occupants within 10 months after substantial completion. A plan for resolving outstanding commissioning-related issues must be included.

Implement, or have a contract in place to implement, the following additional commissioning process activities in addition to the requirements of EA Prerequisite 1: Fundamental Commissioning of Building Energy Systems and in accordance with the LEED Green Building Design and Construction Reference Guide, 2009 Edition Healthcare Supplement:

Option 1 (1 point)
  1. Prior to the start of the construction documents phase, designate an independent commissioning authority (CxA) to lead, review and oversee the completion of all commissioning process activities. The CxA shall, at a minimum, perform Tasks 2, 3, and 6. Other team members may perform Tasks 4 and 5.
    1. The CxA must have documented commissioning authority experience in at least two building projects.
    2. The individual serving as the CxA:
      • Must be independent of the work of design and construction.
      • Must not be an employee of the design firm, though he or she may be contracted through them.
      • Must not be an employee of, or contracted through, a contractor or construction manager holding construction contracts.
      • May be a qualified employee or consultant of the owner.
    3. The CxA must report results, findings and recommendations directly to the owner.
    4. This requirement has no deviation for project size.
  2. The CxA must conduct, at a minimum, one commissioning design review of the owner’s project requirements, basis of design, and design documents prior to the mid-construction documents phase and back-check the review comments in the subsequent design submission.
  3. The CxA must review contractor submittals applicable to systems being commissioned for compliance with the owner’s project requirements and basis of design. This review must be concurrent with the review of the architect or engineer of record and submitted to the design team and the owner.
  4. Develop a systems manual that provides future operating staff the information needed to understand and optimally operate the commissioned systems.
  5. Verify that the requirements for training operating personnel and building occupants have been completed.
  6. The CxA must be involved in reviewing the operation of the building with operations and maintenance (O&M) staff and occupants within 10 months after substantial completion. A plan for resolving outstanding commissioning-related issues must be included.
Option 2 (2 points)

Achieve OPTION 1 AND
Commission the building’s thermal envelope systems in accordance with the requirements of Option 1. Commissioning of the building envelope shall be in accordance with ASHRAE Guideline 0-2005, the Commissioning Process, and National Institute of Building Sciences (NIBS) Guideline 3-2006, Exterior Enclosure Technical Requirements for the Commissioning Process.

The building thermal envelope entails all exterior wall assemblies separating a building’s conditioned spaces from outdoor ambient conditions, including: roof assemblies, vapor barriers, diffusion retarders, air barrier systems, rain-screen layers, flashings, cladding and siding, windows, curtain-wall assemblies, doors, thermal bridges , and utility penetrations, such as piping, electrical conduit, duct-banks and other entry-points made for routing HVAC system components. For major renovations, substantial performance upgrades must be installed on at least 25% of the exterior envelope surface area.

In support of the process requirements in Option 1, the following sequence of steps shall be taken to ensure an effective building thermal envelope commissioning process:

  • Convene meeting to review with the entire green building project team the goals and objectives of the process and coordinate/assign the related tasks.
  • Conduct building thermal envelope design review.
  • Develop thermal envelope commissioning work plan and schedule.
  • Develop coordinated documentation plan.
  • Ascertain functional performance test and inspection procedures (i.e. determine reference standards).
  • Review thermal envelope components and assemblies mock-ups where relevant.
  • Conduct scheduled field quality assurance inspections per work plan; document inspections.
  • Inspect corrections of defects encountered during inspections.
  • Prepare final report.

Note: These are typical steps, but not the only options available.

The following commissioning process activities must be completed by the project team:

  • Designate an individual as the commissioning authority (CxA) to lead, review and oversee the completion of the commissioning process activities.
    • The CxA must have documented commissioning authority experience in at least 2 building projects.
    • The individual serving as the CxA must be independent of the project’s design and construction management, though the CxA may be an employee of any firms providing those services. The CxA may be a qualified employee or consultant of the owner.
    • The CxA must report results, findings and recommendations directly to the owner.
    • For projects smaller than 50,000 gross square feet (4,500 gross square meters), the CxA may be a qualified person on the design or construction teams who has the required experience.
  • The owner must document the owner’s project requirements. The design team must develop the basis of design. The CxA must review these documents for clarity and completeness. The owner and design team must be responsible for updates to their respective documents.
  • Develop and incorporate commissioning requirements into the construction documents.
  • Develop and implement a commissioning plan.
  • Verify the installation and performance of the systems to be commissioned.
  • Complete a summary commissioning report.
Commissioned Systems

Commissioning process activities must be completed for the following energy-related systems, at a minimum (if they are installed as part of the core and shell project):

  • Heating, ventilating, air conditioning and refrigeration (HVAC&R) systems (mechanical and passive) and associated controls.
  • Lighting and daylighting controls.
  • Domestic hot water systems.
  • Renewable energy systems (e.g. wind, solar).

The following commissioning process activities shall be completed by the commissioning team, in accordance with the LEED for New Construction 2.2 Reference Guide.

  1. Designate an individual as the Commissioning Authority (CxA) to lead, review and oversee the completion of the commissioning process activities.
    1. The CxA shall have documented commissioning authority experience in at least two building projects.
    2. The individual serving as the CxA shall be independent of the project’s design and construction management, though they may be employees of the firms providing those services. The CxA may be a qualified employee or consultant of the Owner.
    3. The CxA shall report results, findings and recommendations directly to the Owner.
    4. For projects smaller than 50,000 gross square feet, the CxA may include qualified persons on the design or construction teams who have the required experience.
  2. The Owner shall document the Owner’s Project Requirements (OPR). The design team shall develop the Basis of Design (BOD). The CxA shall review these documents for clarity and completeness. The Owner and design team shall be responsible for updates to their respective documents.
  3. Develop and incorporate commissioning requirements into the construction documents.
  4. Develop and implement a commissioning plan.
  5. Verify the installation and performance of the systems to be commissioned.
  6. Complete a summary commissioning report.
Commissioned systems

Commissioning process activities shall be completed for the following energy-related systems, at a minimum:

  • Heating, ventilating, air conditioning, and refrigeration (HVAC&R) systems (mechanical and passive) and associated controls
  • Lighting and daylighting controls
  • Domestic hot water systems
  • Renewable energy systems (wind, solar etc.)

Implement, or have a contract in place to implement, the following additional commissioning process activities in addition to the requirements of EA Prerequisite 1 and in accordance with the LEED for New Construction 2.2 Reference Guide:

  1. Prior to the start of the construction documents phase, designate an independent Commissioning Authority (CxA) to lead, review, and oversee the completion of all commissioning process activities. The CxA shall, at a minimum, perform Tasks 2, 3 and 6. Other team members may perform Tasks 4 and 5.

    1. The CxA shall have documented commissioning authority experience in at least two building projects.
    2. The individual serving as the CxA shall be—
      1. independent of the work of design and construction;
      2. not an employee of the design firm, though they may be contracted through them;
      3. not an employee of, or contracted through, a contractor or construction manager holding construction contracts; and
      4. (can be) a qualified employee or consultant of the Owner.
    3. The CxA shall report results, findings and recommendations directly to the Owner.
    4. This requirement has no deviation for project size.
  2. The CxA shall conduct, at a minimum, one commissioning design review of the Owner’s Project Requirements (OPR), Basis of Design (BOD), and design documents prior to mid-construction documents phase and back-check the review comments in the subsequent design submission.
  3. The CxA shall review contractor submittals applicable to systems being commissioned for compliance with the OPR and BOD. This review shall be concurrent with A/E reviews and submitted to the design team and the Owner.
  4. Develop a systems manual that provides future operating staff the information needed to understand and optimally operate the commissioned systems.
  5. Verify that the requirements for training operating personnel and building occupants are completed.
  6. Assure the involvement by the CxA in reviewing building operation within 10 months after substantial completion with O&M staff and occupants. Include a plan for resolution of outstanding commissioningrelated issues.

The following commissioning process activities shall be completed by the commissioning team:

  • Designate an individual as the Commissioning Authority to lead the commissioning process activities. This individual should not be directly responsible for project design or construction management.
  • Clearly document the owner’s project requirements and the basis of design for the building’s energy-related systems. Updates to these documents shall be made during design and construction by the design team.
  • Develop and incorporate commissioning requirements into the construction documents.
  • Develop and utilize a commissioning plan.
  • Verify that the installation and performance of energy consuming systems meet the owner’s project requirements and basis of design.
  • Complete a commissioning report.
Commissioned Systems:

The energy-related systems to be included in the commissioning process activities include as a minimum:

  • Heating, ventilating, air conditioning, and refrigeration (HVAC&R) systems (mechanical and passive) and associated controls
  • Lighting and daylighting controls
  • Domestic hot water systems
  • Renewable energy systems (wind, solar etc.)

The following commissioning process activities shall be completed by the commissioning team, in accordance with this LEED for Schools Reference Guide.

  1. Designate an individual as the Commissioning Authority (CxA) to lead, review and oversee the completion of the commissioning process activities.
    1. The CxA shall have documented commissioning authority experience in at least two building projects.
    2. The individual serving as the CxA shall be independent of the project’s design and construction management, though they may be employees of the firms providing those services. The CxA may be a qualified employee or consultant of the Owner.
    3. The CxA shall report results, findings and recommendations directly to the Owner.
    4. For projects smaller than 50,000 gross square feet, the CxA may include qualified persons on the design or construction teams who have the required experience.
  2. The Owner shall document the Owner’s Project Requirements (OPR). The design team shall develop the Basis of Design (BOD). The CxA shall review these documents for clarity and completeness. The Owner and design team shall be responsible for updates to their respective documents.
  3. Develop and incorporate commissioning requirements into the construction documents.
  4. Develop and implement a commissioning plan.
  5. Verify the installation and performance of the systems to be commissioned.
  6. Complete a summary commissioning report.
Commissioned systems

Commissioning process activities shall be completed for the following energy-related systems, at a minimum:

  • Heating, ventilating, air conditioning, and refrigeration (HVAC&R) systems (mechanical and passive) and associated controls
  • Lighting and daylighting controls
  • Domestic hot water systems
  • Renewable energy systems (wind, solar etc.)

Implement, or have a contract in place to implement, the following additional commissioning process activities in addition to the requirements of EA Prerequisite 1 and in accordance with the LEED for Schools Reference Guide:

  1. Prior to the start of the construction documents phase, designate an independent Commissioning Authority (CxA) to lead, review, and oversee the completion of all commissioning process activities. The CxA shall, at a minimum, perform Tasks 2, 3 and 6. Other team members may perform Tasks 4 and 5.

    1. The CxA shall have documented commissioning authority experience in at least two building projects.
    2. The individual serving as the CxA shall be—
      1. independent of the work of design and construction;
      2. not an employee of the design firm, though they may be contracted through them;
      3. not an employee of, or contracted through, a contractor or construction manager holding construction contracts; and
      4. (can be) a qualified employee or consultant of the Owner.
    3. The CxA shall report results, findings and recommendations directly to the Owner.
    4. This requirement has no deviation for project size.
  2. The CxA shall conduct, at a minimum, one commissioning design review of the Owner’s Project Requirements (OPR), Basis of Design (BOD), and design documents prior to mid-construction documents phase and back-check the review comments in the subsequent design submission.
  3. The CxA shall review contractor submittals applicable to systems being commissioned for compliance with the OPR and BOD. This review shall be concurrent with A/E reviews and submitted to the design team and the Owner.
  4. Develop a systems manual that provides future operating staff the information needed to understand and optimally operate the commissioned systems.
  5. Verify that the requirements for training operating personnel and building occupants are completed.
  6. Assure the involvement by the CxA in reviewing building operation within 10 months after substantial completion with O&M staff and occupants. Include a plan for resolution of outstanding commissioningrelated issues.

The following commissioning process activities shall be completed by the commissioning team, in accordance with the LEED for Core & Shell Reference Guide.

  1. Designate an individual as the Commissioning Authority (CxA) to lead, review and oversee the completion of the commissioning process activities.
    1. The CxA shall have documented commissioning authority experience in at least two building projects.
    2. The individual serving as the CxA shall be independent of the project’s design and construction management, though they may be employees of the firms providing those services. The CxA may be a qualified employee or consultant of the Owner.
    3. The CxA shall report results, findings and recommendations directly to the Owner.
    4. For projects smaller than 50,000 gross square feet, the CxA may include qualified persons on the design or construction teams who have the required experience.
  2. The Owner shall document the Owner’s Project Requirements (OPR). The design team shall develop the Basis of Design (BOD). The CxA shall review these documents for clarity and completeness. The Owner and design team shall be responsible for updates to their respective documents.
  3. Develop and incorporate commissioning requirements into the construction documents.
  4. Develop and implement a commissioning plan.
  5. Verify the installation and performance of the systems to be commissioned.
  6. Complete a summary commissioning report.
Commissioned Systems

Commissioning process activities shall be completed, at a minimum, for the following energy-related systems, if they are installed as part of the core and shell project:

  • Heating, ventilating, air conditioning, and refrigeration (HVAC&R) systems (mechanical and passive) and associated controls
  • Lighting and daylighting controls
  • Domestic hot water systems
  • Renewable energy systems (wind, solar etc.)

Implement, or have a contract in place to implement, the following additional commissioning process activities in addition to the requirements of EA Prerequisite 1 and in accordance with the LEED for Core & Shell Reference Guide:

  1. Prior to the start of the construction documents phase, designate an independent Commissioning Authority (CxA) to lead, review, and oversee the completion of all commissioning process activities. The CxA shall, at a minimum, perform Tasks 2, 3 and 6. Other team members may perform Tasks 4 and 5.

    1. The CxA shall have documented commissioning authority experience in at least two building projects.
    2. The individual serving as the CxA shall be—
      1. independent of the work of design and construction;
      2. not an employee of the design firm, though they may be contracted through them;
      3. not an employee of, or contracted through, a contractor or construction manager holding construction contracts; and
      4. (can be) a qualified employee or consultant of the Owner.
    3. The CxA shall report results, findings and recommendations directly to the Owner.
    4. This requirement has no deviation for project size.
  2. The CxA shall conduct, at a minimum, one commissioning design review of the Owner’s Project Requirements (OPR), Basis of Design (BOD), and design documents prior to mid-construction documents phase and back-check the review comments in the subsequent design submission.
  3. The CxA shall review contractor submittals applicable to systems being commissioned for compliance with the OPR and BOD. This review shall be concurrent with A/E reviews and submitted to the design team and the Owner.
  4. Develop a systems manual that provides future operating staff the information needed to understand and optimally operate the commissioned systems.
  5. Verify that the requirements for training operating personnel and building occupants are completed.
  6. Assure the involvement by the CxA in reviewing building operation within 10 months after substantial completion with O&M staff and occupants. Include a plan for resolution of outstanding commissioningrelated issues.

Implement or have a contract in place to implement the following fundamental best practice commissioning procedures.

  • Engage a commissioning team that does not include individuals directly responsible for project design or construction management.
  • Review the design intent and the basis of design documentation.
  • Incorporate commissioning requirements into the construction documents.
  • Develop and utilize a commissioning plan.
  • Verify installation, functional performance, training and operation and maintenance documentation.
  • Complete a commissioning report.

In addition to the Fundamental Building Commissioning prerequisite, implement or have a contract in place to implement the following additional commissioning tasks:

  1. A commissioning authority independent of the design team shall conduct a review of the design prior to the construction documents phase.
  2. An independent commissioning authority shall conduct a review of the construction documents near completion of the construction document development and prior to issuing the contract documents for construction.
  3. An independent commissioning authority shall review the contractor submittals relative to systems being commissioned.
  4. Provide the owner with a single manual that contains the information required for re-commissioning building systems.
  5. Have a contract in place to review building operation with O&M staff, including a plan for resolution of outstanding commissioning-related issues within one year after construction completion date.

Implement the following fundamental best practice commissioning procedures:

  • Engage a commissioning authority
  • Review design intent and basis of design documentation
  • Include commissioning requirements in the construction documents
  • Develop and utilize a commissioning plan
  • Verify installation, functional performance, training and documentation
  • Complete a commissioning report.

In addition to the Fundamental Building Commissioning prerequisite, implement the following additional commissioning tasks:

  1. Conduct a focused review of the design prior to the construction documents phase.
  2. Conduct a focused review of the Construction Documents when close to completion.
  3. Conduct a selective review of contractor submittals of commissioned equipment. (The above three reviews must be performed by a firm other than the designer.)
  4. Develop a recommissioning management manual.
  5. Have a contract in place for a near-warranty end or post occupancy review.
Commissioning Process Scope

Complete the following commissioning (Cx) process activities for mechanical, electrical, plumbing, and renewable energy systems and assemblies, in accordance with ASHRAE Guideline 0-2005 and ASHRAE Guideline 1.1–2007 for HVAC&R Systems, as they relate to energy, water, indoor environmental quality, and durability.

Requirements for exterior enclosures are limited to inclusion in the owner’s project requirements (OPR) and basis of design (BOD), as well as the review of the OPR, BOD and project design. NIBS Guideline 3-2012 for Exterior Enclosures provides additional guidance.

  • Develop the OPR.
  • Develop a BOD

The commissioning authority (CxA) must do the following:

  • Review the OPR, BOD, and project design.
  • Develop and implement a Cx plan.
  • Confirm incorporation of Cx requirements into the construction documents.
  • Develop construction checklists.
  • Develop a system test procedure.
  • Verify system test execution.
  • Maintain an issues and benefits log throughout the Cx process.
  • Prepare a final Cx process report.
  • Document all findings and recommendations and report directly to the owner throughout the process.

The review of the exterior enclosure design may be performed by a qualified member of the design or construction team (or an employee of that firm) who is not directly responsible for design of the building envelope.

Commissioning Authority

By the end of the design development phase, engage a commissioning authority with the following qualifications.

  • The CxA must have documented commissioning process experience on at least two building projects with a similar scope of work. The experience must extend from early design phase through at least 10 months of occupancy;
  • The CxA may be a qualified employee of the owner, an independent consultant, or an employee of the design or construction firm who is not part of the project’s design or construction team, or a disinterested subcontractor of the design or construction team.
    • For projects smaller than 20,000 square feet (1 860 square meters), the CxA may be a qualified member of the design or construction team In all cases, the CxA must report his or her findings directly to the owner.

Project teams that intend to pursue EA Credit Enhanced Commissioning should note a difference in the CxA qualifications: for the credit, the CxA may not be an employee of the design or construction firm nor a subcontractor to the construction firm.

Current Facilities Requirements and Operations and Maintenance Plan

Prepare and maintain a current facilities requirements and operations and maintenance plan that contains the information necessary to operate the building efficiently. The plan must include the following:

  • a sequence of operations for the building;
  • the building occupancy schedule;
  • equipment run-time schedules;
  • setpoints for all HVAC equipment;
  • set lighting levels throughout the building;
  • minimum outside air requirements;
  • any changes in schedules or setpoints for different seasons, days of the week, and times of day;
  • a systems narrative describing the mechanical and electrical systems and equipment;
  • a preventive maintenance plan for building equipment described in the systems narrative; and
  • a commissioning program that includes periodic commissioning requirements, ongoing commissioning tasks, and continuous tasks for critical facilities.
Commissioning Process Scope

Complete the following commissioning (Cx) process activities for mechanical, electrical, plumbing, and renewable energy systems and assemblies, in accordance with ASHRAE Guideline 0-2005 and ASHRAE Guideline 1.1–2007 for HVAC&R Systems, as they relate to energy, water, indoor environmental quality, and durability.

Requirements for exterior enclosures are limited to inclusion in the owner’s project requirements (OPR) and basis of design (BOD), as well as the review of the OPR, BOD and project design. NIBS Guideline 3-2012 for Exterior Enclosures provides additional guidance.

  • Develop the OPR.
  • Develop a BOD

The commissioning authority (CxA) must do the following:

  • Review the OPR, BOD, and project design.
  • Develop and implement a Cx plan.
  • Confirm incorporation of Cx requirements into the construction documents.
  • Develop construction checklists.
  • Develop a system test procedure.
  • Verify system test execution.
  • Maintain an issues and benefits log throughout the Cx process.
  • Prepare a final Cx process report.
  • Document all findings and recommendations and report directly to the owner throughout the process.

The review of the exterior enclosure design may be performed by a qualified member of the design or construction team (or an employee of that firm) who is not directly responsible for design of the building envelope.

Commissioning Authority

By the end of the design development phase, engage a commissioning authority with the following qualifications.

  • The CxA must have documented commissioning process experience on at least two building projects with a similar scope of work. The experience must extend from early design phase through at least 10 months of occupancy;
  • The CxA may be a qualified employee of the owner, an independent consultant, or an employee of the design or construction firm who is not part of the project’s design or construction team, or a disinterested subcontractor of the design or construction team.
    • For projects smaller than 20,000 square feet (1 860 square meters), the CxA may be a qualified member of the design or construction team In all cases, the CxA must report his or her findings directly to the owner.

Project teams that intend to pursue EA Credit Enhanced Commissioning should note a difference in the CxA qualifications: for the credit, the CxA may not be an employee of the design or construction firm nor a subcontractor to the construction firm.

For small projects with computer room peak cooling loads less than 2,000,000 Btu/h (600 kW) or a total computer room peak cooling load less than 600,000 Btu/h (175 kW), the CxA may be a qualified employee of the design or construction team .

Current Facilities Requirements and Operations and Maintenance Plan

Prepare and maintain a current facilities requirements and operations and maintenance plan that contains the information necessary to operate the building efficiently. The plan must include the following:

  • a sequence of operations for the building;
  • the building occupancy schedule;
  • equipment run-time schedules;
  • setpoints for all HVAC equipment;
  • set lighting levels throughout the building;
  • minimum outside air requirements;
  • any changes in schedules or setpoints for different seasons, days of the week, and times of day;
  • a systems narrative describing the mechanical and electrical systems and equipment;
  • a preventive maintenance plan for building equipment described in the systems narrative; and
  • a commissioning program that includes periodic commissioning requirements, ongoing commissioning tasks, and continuous tasks for critical facilities.

Implement, or have in place a contract to implement, the following commissioning process activities in addition to those required under EA Prerequisite Fundamental Commissioning and Verification.

Commissioning authority

  • The CxA must have documented commissioning process experience on at least two building projects with a similar scope of work. The experience must extend from early design phase through at least 10 months of occupancy;
  • The CxA may be a qualified employee of the owner, an independent consultant, or a disinterested subcontractor of the design team.
Option 1. Enhanced systems commissioning (3-4 points)
Path 1: Enhanced commissioning (3 points)

Complete the following commissioning process (CxP) activities for mechanical, electrical, plumbing, and renewable energy systems and assemblies in accordance with ASHRAE Guideline 0–2005 and ASHRAE Guideline 1.1–2007 for HVAC&R systems, as they relate to energy, water, indoor environmental quality, and durability.

The commissioning authority must do the following:

  • Review contractor submittals.
  • Verify inclusion of systems manual requirements in construction documents.
  • Verify inclusion of operator and occupant training requirements in construction documents.
  • Verify systems manual updates and delivery.
  • Verify operator and occupant training delivery and effectiveness.
  • Verify seasonal testing.
  • Review building operations 10 months after substantial completion.
  • Develop an on-going commissioning plan.

Include all enhanced commissioning tasks in the OPR and BOD.

OR

Path 2: Enhanced and monitoring-based commissioning (4 points)

Achieve Path 1.

AND

Develop monitoring-based procedures and identify points to be measured and evaluated to assess performance of energy- and water-consuming systems.

Include the procedures and measurement points in the commissioning plan. Address the following:

  • roles and responsibilities;
  • measurement requirements (meters, points, metering systems, data access);
  • the points to be tracked, with frequency and duration for trend monitoring;
  • the limits of acceptable values for tracked points and metered values (where appropriate, predictive algorithms may be used to compare ideal values with actual values);
  • the elements used to evaluate performance, including conflict between systems, out-of-sequence operation of systems components, and energy and water usage profiles;
  • an action plan for identifying and correcting operational errors and deficiencies;
  • training to prevent errors;
  • planning for repairs needed to maintain performance; and
  • the frequency of analyses in the first year of occupancy (at least quarterly).

Update the systems manual with any modifications or new settings, and give the reason for any modifications from the original design.

AND/OR

Option 2. Envelope commissioning (2 points)

Fulfill the requirements in EA Prerequisite Fundamental Commissioning and Verification as they apply to the building’s thermal envelope in addition to mechanical and electrical systems and assemblies.

Complete the following commissioning process (CxP) activities for the building’s thermal envelope in accordance with ASHRAE Guideline 0–2005 and the National Institute of Building Sciences (NIBS) Guideline 3–2012, Exterior Enclosure Technical Requirements for the Commissioning Process, as they relate to energy, water, indoor environmental quality, and durability.

Commissioning authority must complete the following:

  • Review contractor submittals.
  • Verify inclusion of systems manual requirements in construction documents.
  • Verify inclusion of operator and occupant training requirements in construction documents.
  • Verify systems manual updates and delivery.
  • Verify operator and occupant training delivery and effectiveness.
  • Verify seasonal testing.
  • Review building operations 10 months after substantial completion.
  • Develop an on-going commissioning plan.

Implement, or have in place a contract to implement, the following commissioning process activities in addition to those required under EA Prerequisite Fundamental Commissioning and Verification.

Commissioning authority

  • The CxA must have documented commissioning process experience on at least two building projects with a similar scope of work. The experience must extend from early design phase through at least 10 months of occupancy;
  • The CxA may be a qualified employee of the owner, an independent consultant, or a disinterested subcontractor of the design team.
Option 1. Enhanced systems commissioning (3-4 points)
Path 1: Enhanced commissioning (3 points)

Complete the following commissioning process (CxP) activities for mechanical, electrical, plumbing, and renewable energy systems and assemblies in accordance with ASHRAE Guideline 0–2005 and ASHRAE Guideline 1.1–2007 for HVAC&R systems, as they relate to energy, water, indoor environmental quality, and durability.

The commissioning authority must do the following:

  • Review contractor submittals.
  • Verify inclusion of systems manual requirements in construction documents.
  • Verify inclusion of operator and occupant training requirements in construction documents.
  • Verify systems manual updates and delivery.
  • Verify operator and occupant training delivery and effectiveness.
  • Verify seasonal testing.
  • Review building operations 10 months after substantial completion.
  • Develop an on-going commissioning plan.

Include all enhanced commissioning tasks in the OPR and BOD.

OR

Path 2: Enhanced and monitoring-based commissioning (4 points)

Achieve Path 1.

AND

Develop monitoring-based procedures and identify points to be measured and evaluated to assess performance of energy- and water-consuming systems.

Include the procedures and measurement points in the commissioning plan. Address the following:

  • roles and responsibilities;
  • measurement requirements (meters, points, metering systems, data access);
  • the points to be tracked, with frequency and duration for trend monitoring;
  • the limits of acceptable values for tracked points and metered values (where appropriate, predictive algorithms may be used to compare ideal values with actual values);
  • the elements used to evaluate performance, including conflict between systems, out-of-sequence operation of systems components, and energy and water usage profiles;
  • an action plan for identifying and correcting operational errors and deficiencies;
  • training to prevent errors;
  • planning for repairs needed to maintain performance; and
  • the frequency of analyses in the first year of occupancy (at least quarterly).

Update the systems manual with any modifications or new settings, and give the reason for any modifications from the original design.

Projects that select Option 1 must complete the following commissioning process.

For small projects with peak cooling loads less than 2,000,000 Btu/h (600 kW), or a total computer room peak cooling load less than 600,000 Btu/h (175 kW), the CxA must perform the following activities:

  • conduct at least one commissioning verification review of the owner’s project requirements, basis of design, and design documents before mid-construction documents development;
  • back-check the review comments in all subsequent design submissions; and
  • conduct an additional full verification review at 95% completion of the design documents and basis of design.

For projects with peak cooling loads 2,000,000 Btu/h (600 kW) or more, or a total computer room peak cooling load 600,000 Btu/h (175 kW) or more, the CxA must conduct at least three verification reviews of the basis of design:

  • one verification review of design documents before the start of design development;
  • one verification review of design documents before midconstruction documents; and
  • one final verification review of 100% complete design documents, verifying achievement of the owner’s project requirements and adjudication of previous review comments.

AND/OR

Option 2. Envelope commissioning (2 points)

Fulfill the requirements in EA Prerequisite Fundamental Commissioning and Verification as they apply to the building’s thermal envelope in addition to mechanical and electrical systems and assemblies.

Complete the following commissioning process (CxP) activities for the building’s thermal envelope in accordance with ASHRAE Guideline 0–2005 and the National Institute of Building Sciences (NIBS) Guideline 3–2012, Exterior Enclosure Technical Requirements for the Commissioning Process, as they relate to energy, water, indoor environmental quality, and durability.

Commissioning authority must complete the following:

  • Review contractor submittals.
  • Verify inclusion of systems manual requirements in construction documents.
  • Verify inclusion of operator and occupant training requirements in construction documents.
  • Verify systems manual updates and delivery.
  • Verify operator and occupant training delivery and effectiveness.
  • Verify seasonal testing.
  • Review building operations 10 months after substantial completion.
  • Develop an on-going commissioning plan.
Option 1. Enhanced commissioning (4 points)

Projects must complete the following commissioning process (CxP) activities for mechanical, electrical, domestic hot water, and renewable energy systems and assemblies in accordance with ASHRAE Guideline 0–2005 and ASHRAE Guideline 1.1–2007 for HVAC&R systems, as they relate to energy, water, indoor environmental quality, and durability.

  • Review contractor submittals.
  • Include systems manual requirements in construction documents.
  • Include operator and occupant training requirements in construction documents.
  • Verify systems manual updates and delivery.
  • Verify operator and occupant training delivery and effectiveness.
  • Verify seasonal testing.
  • Review building operations 10 months after substantial completion.
  • Develop an on-going commissioning plan.

OR

Option 2. Monitoring-based commissioning (5 points)

Achieve Option 1.

Develop monitoring-based procedures and identify points to be measured and evaluated to assess performance of energy- and water-consuming systems.

Include the procedures and measurement points in the commissioning plan. Address the following:

  • roles and responsibilities;
  • measurement requirements (meters, points, metering systems, data access);
  • the points to be tracked, with frequency and duration for trend monitoring;
  • the limits of acceptable values for tracked points and metered values (where appropriate, predictive algorithms may be used to compare ideal values with actual values);
  • the elements used to evaluate performance, including conflict between systems, out-of-sequence operation of systems components, and energy and water usage profiles;
  • an action plan for identifying and correcting operational errors and deficiencies;
  • training to prevent errors;
  • planning for repairs needed to maintain performance;
  • the frequency of analyses in the first year of occupancy (at least quarterly);

Update the systems manual with any modifications or new settings, and give the reason for any modifications from the original design.

Commissioning Process Scope

Complete the following commissioning (Cx) process activities for mechanical, electrical, plumbing, and renewable energy systems and assemblies, in accordance with ASHRAE Guideline 0-2005 and ASHRAE Guideline 1.1–2007 for HVAC&R Systems, as they relate to energy, water, indoor environmental quality, and durability.

Requirements for exterior enclosures are limited to inclusion in the owner’s project requirements (OPR) and basis of design (BOD), as well as the review of the OPR, BOD and project design. NIBS Guideline 3-2012 for Exterior Enclosures provides additional guidance.

  • Develop the OPR.
  • Develop a BOD

The commissioning authority (CxA) must do the following:

  • Review the OPR, BOD, and project design.
  • Develop and implement a Cx plan.
  • Confirm incorporation of Cx requirements into the construction documents.
  • Develop construction checklists.
  • Develop a system test procedure.
  • Verify system test execution.
  • Maintain an issues and benefits log throughout the Cx process.
  • Prepare a final Cx process report.
  • Document all findings and recommendations and report directly to the owner throughout the process.

The review of the exterior enclosure design may be performed by a qualified member of the design or construction team (or an employee of that firm) who is not directly responsible for design of the building envelope.

Commissioning Authority

By the end of the design development phase, engage a commissioning authority with the following qualifications.

  • The CxA must have documented commissioning process experience on at least two building projects with a similar scope of work. The experience must extend from early design phase through at least 10 months of occupancy;
  • The CxA may be a qualified employee of the owner, an independent consultant, or an employee of the design or construction firm who is not part of the project’s design or construction team, or a disinterested subcontractor of the design or construction team.
    • For projects smaller than 20,000 square feet (1 860 square meters), the CxA may be a qualified member of the design or construction team In all cases, the CxA must report his or her findings directly to the owner.

Project teams that intend to pursue EA Credit Enhanced Commissioning should note a difference in the CxA qualifications: for the credit, the CxA may not be an employee of the design or construction firm nor a subcontractor to the construction firm.

Current Facilities Requirements and Operations and Maintenance Plan

Prepare and maintain a current facilities requirements and operations and maintenance plan that contains the information necessary to operate the building efficiently. The plan must include the following:

  • a sequence of operations for the building;
  • the building occupancy schedule;
  • equipment run-time schedules;
  • setpoints for all HVAC equipment;
  • set lighting levels throughout the building;
  • minimum outside air requirements;
  • any changes in schedules or setpoints for different seasons, days of the week, and times of day;
  • a systems narrative describing the mechanical and electrical systems and equipment;
  • a preventive maintenance plan for building equipment described in the systems narrative; and
  • a commissioning program that includes periodic commissioning requirements, ongoing commissioning tasks, and continuous tasks for critical facilities.

Commercial interiors projects are responsible for completing the above tasks for all systems and equipment included in their scope, including items furnished by the base building, but modified or relocated as part of tenant fit-out. Information such as sequences of operations, schedules, equipment setpoints, and outside air requirements for tenant equipment and spaces must be coordinated with base building requirements.

The following commissioning process activities must be completed by the project team:

  • Designate an individual as the commissioning authority (CxA) to lead, review and oversee the completion of the commissioning process activities.

    • The CxA must have documented commissioning authority experience in at least 2 building projects.
    • The individual serving as the CxA must be independent of the project design and construction management, though the CxA may be an employee of any firm providing those services. The CxA may be a qualified employee or consultant of the owner.
    • The CxA must report results, findings and recommendations directly to the owner.
    • For projects smaller than 50,000 gross square feet (5,000 gross square meters), the CxA may be a qualified person on the design or construction team who has the required experience.
  • The owner must document the owner’s project requirements. The design team must develop the basis of design. The CxA must review these documents for clarity and completeness. The owner and design team must be responsible for updates to their respective documents.
  • Develop and incorporate commissioning requirements into the construction documents.
  • Develop and implement a commissioning plan.
  • Verify the installation and performance of the systems to be commissioned.
  • Complete a summary commissioning report.
Commissioned Systems

Commissioning process activities must be completed for the following energy-related systems, at a minimum:

  • Heating, ventilating, air conditioning and refrigeration (HVAC&R) systems (mechanical and passive) and associated controls
  • Lighting and daylighting controls
  • Domestic hot water systems
  • Renewable energy systems (e.g., wind, solar)

Implement, or have a contract in place to implement the following additional commissioning process activities in addition to the requirements of EA Prerequisite 1: Fundamental Commissioning of Building Energy Systems and in accordance with the LEED 2011 complete Reference Guide for India:

  • Prior to the start of the construction documents phase, designate an independent commissioning authority (CxA) to lead, review, and oversee the completion of all commissioning process activities.
    • The CxA must have documented commissioning authority experience in at least 2 building projects.
    • The individual serving as the CxA:
      • Must be independent of the work of design and construction.
      • Must not be an employee of the design firm, though he or she may be contracted through them.
      • Must not be an employee of, or contracted through, a contractor or construction manager holding construction contracts.
      • May be a qualified employee or consultant of the owner.
    • The CxA must report results, findings and recommendations directly to the owner.
  • The CxA must conduct, at a minimum, 1 commissioning design review of the owner’s project requirements basis of design, and design documents prior to the midconstruction documents phase and back-check the review comments in the subsequent design submission.
  • The CxA must review contractor submittals applicable to systems being commissioned for compliance with the owner’s project requirements and basis of design. This review must be concurrent with the review of the architect or engineer of record and submitted to the design team and the owner.
  • The CxA or other project team members must develop a systems manual that provides future operating staff the information needed to understand and optimally operate the commissioned systems.
  • The CxA or other project team members must verify that the requirements for training operating personnel and building occupants have been completed.
  • The CxA must be involved in reviewing the operation of the building with operations and maintenance (O&M) staff and occupants within 10 months after substantial completion. A plan for resolving outstanding commissioning-related issues must be included.

Projects must meet the 4 points requirements of Option 1: Path 2.

Path 2: Enhanced and monitoring-based commissioning (4 points)

Achieve Path 1.

AND

Develop monitoring-based procedures and identify points to be measured and evaluated to assess performance of energy- and water-consuming systems.

Include the procedures and measurement points in the commissioning plan. Address the following:

  • roles and responsibilities;
  • measurement requirements (meters, points, metering systems, data access);
  • the points to be tracked, with frequency and duration for trend monitoring;
  • the limits of acceptable values for tracked points and metered values (where appropriate, predictive algorithms may be used to compare ideal values with actual values);
  • the elements used to evaluate performance, including conflict between systems, out-of-sequence operation of systems components, and energy and water usage profiles;
  • an action plan for identifying and correcting operational errors and deficiencies;
  • training to prevent errors;
  • planning for repairs needed to maintain performance; and
  • the frequency of analyses in the first year of occupancy (at least quarterly).

Update the systems manual with any modifications or new settings, and give the reason for any modifications from the original design.

The following commissioning process activities must be completed by the project team:

  • Designate an individual as the commissioning authority (CxA) to lead, review and oversee the completion of the commissioning process activities.

    • The CxA must have documented commissioning authority experience in at least 2 building projects.
    • The individual serving as the CxA must be independent of the project design and construction management, though the CxA may be an employee of any firm providing those services. The CxA may be a qualified employee or consultant of the owner.
    • The CxA must report results, findings and recommendations directly to the owner.
    • For projects smaller than 50,000 gross square feet (5,000 gross square meters), the CxA may be a qualified person on the design or construction team who has the required experience.
    • The owner must document the owner’s project requirements. The design team must develop the basis of design. The CxA must review these documents for clarity and completeness. The owner and design team must be responsible for updates to their respective documents.
    • Develop and incorporate commissioning requirements into the construction documents.
    • Develop and implement a commissioning plan.
    • Verify the installation and performance of the systems to be commissioned.
    • Complete a summary commissioning report.
Commissioned systems

Commissioning process activities must be completed for the following energy-related systems, at a minimum (if they are installed as part of the core and shell project):

  • Heating, ventilating, air conditioning and refrigeration (HVAC&R) systems (mechanical and passive) and associated controls
  • Lighting and daylighting controls
  • Domestic hot water systems
  • Renewable energy systems (e.g., wind, solar)

Projects must meet the 4 points requirements of Option 1: Path 2.

Path 2: Enhanced and monitoring-based commissioning (4 points)

Achieve Path 1.

AND

Develop monitoring-based procedures and identify points to be measured and evaluated to assess performance of energy- and water-consuming systems.

Include the procedures and measurement points in the commissioning plan. Address the following:

  • roles and responsibilities;
  • measurement requirements (meters, points, metering systems, data access);
  • the points to be tracked, with frequency and duration for trend monitoring;
  • the limits of acceptable values for tracked points and metered values (where appropriate, predictive algorithms may be used to compare ideal values with actual values);
  • the elements used to evaluate performance, including conflict between systems, out-of-sequence operation of systems components, and energy and water usage profiles;
  • an action plan for identifying and correcting operational errors and deficiencies;
  • training to prevent errors;
  • planning for repairs needed to maintain performance; and
  • the frequency of analyses in the first year of occupancy (at least quarterly).

Update the systems manual with any modifications or new settings, and give the reason for any modifications from the original design.

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