The Commissioning Process for Delivering Quality Constructed Projects

Learn how to use the ASHRAE Guideline 0 Commissioning Process (CxP), a cost-effective and successful quality method for buildings and constructed projects. Created for building owners, facility managers, commissioning authorities, and all members of the design and construction team, this course presents hands-on opportunities to learn the fundamentals of this effective process for whole building design, green buildings, and rehab or additions. Gain tools and techniques to incorporate full-quality project management from pre-design through the life of the facility.

Learning Outcomes:

Implement the ASHRAE Guideline 0 Commissioning Process (CxP)across all project phases.
Evaluate the costs, benefits, and quality improvements associated with CxP over your current procedures.
Facilitate collaboration among owners, designers, contractors, and operators to ensure project success.

Who Should Attend:

Project managers, planners, and construction managers overseeing building delivery.
Commissioning authorities, engineers, and architects involved in quality assurance.
Building owners, developers, and facility staff seeking to improve performance and reduce lifecycle costs.

Select from 4 upcoming dates:

Course Details: RA00257-D981

Course Outline

Online course agenda:

Download the full online agenda in pdf format here

Classroom (in person) course agenda:

Download the full in-person agenda in pdf format here

Topics

Introduction and Course Orientation

Overview of the Commissioning Process (CxP)

What is the ASHRAE Guideline 0 commissioning process?
Current best practice
What is a quality delivery process?
Benefits of the commissioning process
What occurs in each phase of project delivery?

Pre-Design Phase Commissioning Tasks (Part 1)

Developing the owner’s project requirements (OPR)

Owner’s workshop: preparation and participants, nominal group technique, procedures and results

The Owner’s Project Requirements Workshop

Executing an OPR workshop
Determining which questions to ask – project success criteria
Class activity: OPR workshop in action

Pre-Design Phase Commissioning Tasks (Part 2)

Planning the CxP effort
Commissioning plan fundamentals, key milestones, structure
Evaluating the benefits of pre-design phase involvement
The CxP as a strategic quality plan

Class Workshop: Defining CxP Needs

Developing the OPR Document

Review of key OPR concepts
Typical information required to develop needs
Steps in document creation
Group Activity: discussion of example document

CxP Activities in the Design Phase

Pre-design meetings
Design checklists
Basis of design development
CxP design review process
CxPlan update

Design Review Workshop

Group workshop using the four steps of a CxP design review procedure

Commissioning Specifications

Format options
Types of requirements: contractor participation; maintainability; checklist implementation; shop drawings, training, and systems manual; testing and verification
Group specifications activity

Commissioning Process Checklists

Purpose, goals
Use in all project phases
Construction checklists: development, tracking methods, verification, statistical sampling
Checklist work session

Systems Manual and Training

Systems manual (role in all phases)
Training (role in all phases)

Construction Phase CxP Tasks

Pre-construction activities (pre-bid, workshops, partnering)
Cx meetings and coordination, role of the CxA
Tracking commissioning activities
Cx schedule
Testing
Commissioning reports
Benefits/issues log

Commissioning Process Tests

Developing test protocols
Confirmation of readiness
Implementation steps
Documentation
Group workshop

Integrating CxP with Contractor Efforts

Quality processes
Overlaps and gaps

Acceptance Phase, First Year of Operation, and Beyond

Training
Systems manual
Project CxP report(s)
Warranty review and seasonal testing
On-going commissioning

Electronic and Web-Based Commissioning Tools

Computer tools for site tracking
Electronic systems manuals

Analyzing the Benefits of Commissioning: Case Studies

Scope of commissioning
Detailed cost analysis
Benefits and lessons learned

Special Topics in the CxP

Review of LEED Cx process
Review of existing building Cx process

Course Schedule

Location and Lodging

Course Location

Pyle Center

702 Langdon Street
Madison, WI 53706

Map

866-301-1753

608-262-1122

Lodging

Madison Concourse Hotel and Governor's Club

One West Dayton Street
Madison, WI 53703

DoubleTree by Hilton Madison Downtown

525 West Johnson Street
Madison, WI 53703

Fluno Center

601 University Avenue
Madison, WI 53706

Map

Accommodations include: Your stay includes hot breakfast buffet, fitness center, business center, convenient on-site parking. Guest rooms are complete with Keurig coffee maker, refrigerator, complimentary high-speed Internet, and 40-inch, flat screen, high-def TVs.

Online Reservations

608-441-7117

877-773-5866

More Madison Lodging Options

Course Notes

Instructors and Program Director

Instructors
Joy Altwies
Program Director/Instructor
Joy Altwies, Ph.D., P.E., LEED AP+, is a program director for the University of Wisconsin-Madison Office of Interdisciplinary Professional Programs. Since 2004, Dr. Altwies has developed and taught continuing education courses emphasizing high-performance building design and construction, mechanical system design and operation, energy efficiency, and commissioning. She is also the program director of the Master of Sustainable Systems Engineering (SSE) degree program and an instructor of two graduate courses in the program.
Ian McIntosh
Program Director
Dr. Ian McIntosh is a Program Director for the University of Wisconsin-Madison, Office of Interdisciplinary Professional Programs (InterPro). He joined the InterPro Facilities and Building Systems team in December 2020 after being a frequent lecturer and course developer for the previous 20 years. His responsibilities include teaching, directing and business development for commissioning certification courses related to project management, existing buildings, and building enclosures. He is also the owner and founder of ianTEACH LLC, which provides innovative and strategic performance-based training and coaching to engineers, architects, construction, and facilities management professionals in various sectors of the national building industry.
Chad Dorgan
Executive Director
Dr. Dorgan currently serves as Senior Vice President, Enterprise Quality at Clayco, a full-service, turnkey real estate development, master planning, architecture, engineering, and construction firm that safely and sustainably delivers the highest quality solutions to clients across North America. He is also the Executive Director of the Design and Construction Excellence Exchange (DCX), a collaboration of design and construction companies, with owners, consultants, and insurance, technology and manufacturing companies to drive excellence across the industry.
Dr. Dorgan is a LEED Fellow of the United States Green Building Council and a Fellow member with the American Society of Heating, Refrigerating and Air Conditioning Engineers (ASHRAE). He has also been recognized with several industry awards, including the ASHRAE Distinguished Service Award and the 2004 Benner Award from the Building Commissioning Association for making commissioning business as usual.
Blair Richardson
Capital Projects - Commissioning Manager
Blair Richardson is currently a Service Line Manager at MBP (McDonough, Bouylard, and Peck). He provides senior leadership for complex projects, managing diverse teams, focused on strategic growth and business development.

His core focus has always been on energy efficiency and sustainability. With a foundational belief that sustainability must be economically viable, he has consistently demonstrated to clients how environmental responsibility can improve their bottom line. This approach of managing costs and maximizing incentives to create opportunities for energy conservation aligns seamlessly with institutional goals. Blair’s strategic oversight ensures that commissioning and retro-commissioning processes support evolving sustainability commitments.

Blair possesses a unique, 360-degree perspective on project management. As a general and mechanical contractor, Blair gained hands-on experience managing cost, quality, and schedule for critical infrastructure and executing complex design-build projects.

This direct accountability to installation teams provided invaluable practical knowledge. At an integrated A/E firm, He honed his skills as a design professional, working closely with architects and engineers. This deepened his understanding of each trade's priorities, enabling him to successfully lead large-scale, multi-disciplinary design projects.

This comprehensive background, combined with technical expertise, proven leadership, and strong communication skills, underpins a relentless drive for success and a clear vision for a sustainable future.
Program Director
Joy Altwies

Additional Information

Total Credits:

CEU 2.4,

PDH 24,

LU/HSW 24,

Applies to this Certificate:

Qualified Commissioning Process Provider (QCxP) Option 1,

Course Administration

Fee Information

Fee covers live online course instruction and electronic materials.

Discounts

Companion Course Discount: $2295 when student registers for this course (D981) and The Commissioning Process for Existing Buildings (D982).

Payment Options

If you are planning to attend an Interdisciplinary Professional Programs course, payment is required at the time of registration. Below are the payment options:

Pay by Credit Card

Enroll online and pay by credit card.

Search for the course on the website and then click on the Enroll Now button from the course webpage.
Enter all necessary course attendee information and payment information on the course enrollment page.
You will receive an email to confirm successful enrollment and payment.

Enroll over the phone and pay by credit card.

Call CERC Registrations at 608-262-2451.
Provide the registrations representative with:
- the course name, dates, and/or course number.
- the necessary course attendee information and payment information.
You will receive either a mailed document or an email to confirm successful enrollment payment.

Pay by Check

Mail in a completed registration form and check payable to UW Madison.

Fill out a registration form (found either in the back of the course brochure you received in the mail or here).
Prepare a check, made payable to UW Madison.
Mail the registration form and check to: CERC Registrations 21 N Park St, Ste 7101 Madison, WI 53715
You will receive either a mailed document or an email to confirm successful enrollment and payment.

Pay by Purchase Order

Request Purchase Order information from registration@cerc.wisc.edu
- If a fee quote is needed, contact custserv@interpro.wisc.edu first
You will receive an invoice from UW–Madison Business Services for payment, usually within 3–5 business days

Military

If using SF-182 form, please call our registration number at 608-262-2451 or email registration@cerc.wisc.edu for details and instructions.

Event Cancellation

We reserve the right to cancel a course due to insufficient enrollment or unforeseen events. If we cancel a course, participants will be notified via email or phone and will be given the option for a full refund or to transfer their registration and any fees paid to another course. We are not responsible for non-refundable plane tickets, hotel reservations, and other travel related expenses. For enrollee Course Cancellation, refer to notes on course page.

Cancellation Policy

Once you have accessed the online course, exam and/or materials, no cancellations or refunds are permitted.

Course Details: RA00257-E206

Course Outline

Online course agenda:

Download the full online agenda in pdf format here

Classroom (in person) course agenda:

Download the full in-person agenda in pdf format here

Topics

Introduction and Course Orientation

Overview of the Commissioning Process (CxP)

What is the ASHRAE Guideline 0 commissioning process?
Current best practice
What is a quality delivery process?
Benefits of the commissioning process
What occurs in each phase of project delivery?

Pre-Design Phase Commissioning Tasks (Part 1)

Developing the owner’s project requirements (OPR)

Owner’s workshop: preparation and participants, nominal group technique, procedures and results

The Owner’s Project Requirements Workshop

Executing an OPR workshop
Determining which questions to ask – project success criteria
Class activity: OPR workshop in action

Pre-Design Phase Commissioning Tasks (Part 2)

Planning the CxP effort
Commissioning plan fundamentals, key milestones, structure
Evaluating the benefits of pre-design phase involvement
The CxP as a strategic quality plan

Class Workshop: Defining CxP Needs

Developing the OPR Document

Review of key OPR concepts
Typical information required to develop needs
Steps in document creation
Group Activity: discussion of example document

CxP Activities in the Design Phase

Pre-design meetings
Design checklists
Basis of design development
CxP design review process
CxPlan update

Design Review Workshop

Group workshop using the four steps of a CxP design review procedure

Commissioning Specifications

Format options
Types of requirements: contractor participation; maintainability; checklist implementation; shop drawings, training, and systems manual; testing and verification
Group specifications activity

Commissioning Process Checklists

Purpose, goals
Use in all project phases
Construction checklists: development, tracking methods, verification, statistical sampling
Checklist work session

Systems Manual and Training

Systems manual (role in all phases)
Training (role in all phases)

Construction Phase CxP Tasks

Pre-construction activities (pre-bid, workshops, partnering)
Cx meetings and coordination, role of the CxA
Tracking commissioning activities
Cx schedule
Testing
Commissioning reports
Benefits/issues log

Commissioning Process Tests

Developing test protocols
Confirmation of readiness
Implementation steps
Documentation
Group workshop

Integrating CxP with Contractor Efforts

Quality processes
Overlaps and gaps

Acceptance Phase, First Year of Operation, and Beyond

Training
Systems manual
Project CxP report(s)
Warranty review and seasonal testing
On-going commissioning

Electronic and Web-Based Commissioning Tools

Computer tools for site tracking
Electronic systems manuals

Analyzing the Benefits of Commissioning: Case Studies

Scope of commissioning
Detailed cost analysis
Benefits and lessons learned

Special Topics in the CxP

Review of LEED Cx process
Review of existing building Cx process

Course Schedule

Course Notes

Instructors and Program Director

Instructors
Joy Altwies
Program Director/Instructor
Joy Altwies, Ph.D., P.E., LEED AP+, is a program director for the University of Wisconsin-Madison Office of Interdisciplinary Professional Programs. Since 2004, Dr. Altwies has developed and taught continuing education courses emphasizing high-performance building design and construction, mechanical system design and operation, energy efficiency, and commissioning. She is also the program director of the Master of Sustainable Systems Engineering (SSE) degree program and an instructor of two graduate courses in the program.
Chad Dorgan
Executive Director
Dr. Dorgan currently serves as Senior Vice President, Enterprise Quality at Clayco, a full-service, turnkey real estate development, master planning, architecture, engineering, and construction firm that safely and sustainably delivers the highest quality solutions to clients across North America. He is also the Executive Director of the Design and Construction Excellence Exchange (DCX), a collaboration of design and construction companies, with owners, consultants, and insurance, technology and manufacturing companies to drive excellence across the industry.
Dr. Dorgan is a LEED Fellow of the United States Green Building Council and a Fellow member with the American Society of Heating, Refrigerating and Air Conditioning Engineers (ASHRAE). He has also been recognized with several industry awards, including the ASHRAE Distinguished Service Award and the 2004 Benner Award from the Building Commissioning Association for making commissioning business as usual.
Ian McIntosh
Program Director
Dr. Ian McIntosh is a Program Director for the University of Wisconsin-Madison, Office of Interdisciplinary Professional Programs (InterPro). He joined the InterPro Facilities and Building Systems team in December 2020 after being a frequent lecturer and course developer for the previous 20 years. His responsibilities include teaching, directing and business development for commissioning certification courses related to project management, existing buildings, and building enclosures. He is also the owner and founder of ianTEACH LLC, which provides innovative and strategic performance-based training and coaching to engineers, architects, construction, and facilities management professionals in various sectors of the national building industry.
Blair Richardson
Capital Projects - Commissioning Manager
Blair Richardson is currently a Service Line Manager at MBP (McDonough, Bouylard, and Peck). He provides senior leadership for complex projects, managing diverse teams, focused on strategic growth and business development.

His core focus has always been on energy efficiency and sustainability. With a foundational belief that sustainability must be economically viable, he has consistently demonstrated to clients how environmental responsibility can improve their bottom line. This approach of managing costs and maximizing incentives to create opportunities for energy conservation aligns seamlessly with institutional goals. Blair’s strategic oversight ensures that commissioning and retro-commissioning processes support evolving sustainability commitments.

Blair possesses a unique, 360-degree perspective on project management. As a general and mechanical contractor, Blair gained hands-on experience managing cost, quality, and schedule for critical infrastructure and executing complex design-build projects.

This direct accountability to installation teams provided invaluable practical knowledge. At an integrated A/E firm, He honed his skills as a design professional, working closely with architects and engineers. This deepened his understanding of each trade's priorities, enabling him to successfully lead large-scale, multi-disciplinary design projects.

This comprehensive background, combined with technical expertise, proven leadership, and strong communication skills, underpins a relentless drive for success and a clear vision for a sustainable future.
Program Director
Joy Altwies

Additional Information

Total Credits:

CEU 2.4,

PDH 24,

LU/HSW 24,

Applies to this Certificate:

Qualified Commissioning Process Provider (QCxP) Option 1,

Course Administration

Fee Information

Fee covers live online course instruction and electronic materials.

Discounts

Companion Course Discount: $2295 when student registers for this course E206 and Project Management for the Commissioning Process RA01570 .

Payment Options

If you are planning to attend an Interdisciplinary Professional Programs course, payment is required at the time of registration. Below are the payment options:

Pay by Credit Card

Enroll online and pay by credit card.

Search for the course on the website and then click on the Enroll Now button from the course webpage.
Enter all necessary course attendee information and payment information on the course enrollment page.
You will receive an email to confirm successful enrollment and payment.

Enroll over the phone and pay by credit card.

Call CERC Registrations at 608-262-2451.
Provide the registrations representative with:
- the course name, dates, and/or course number.
- the necessary course attendee information and payment information.
You will receive either a mailed document or an email to confirm successful enrollment payment.

Pay by Check

Mail in a completed registration form and check payable to UW Madison.

Fill out a registration form (found either in the back of the course brochure you received in the mail or here).
Prepare a check, made payable to UW Madison.
Mail the registration form and check to: CERC Registrations 21 N Park St, Ste 7101 Madison, WI 53715
You will receive either a mailed document or an email to confirm successful enrollment and payment.

Pay by Purchase Order

Request Purchase Order information from registration@cerc.wisc.edu
- If a fee quote is needed, contact custserv@interpro.wisc.edu first
You will receive an invoice from UW–Madison Business Services for payment, usually within 3–5 business days

Military

If using SF-182 form, please call our registration number at 608-262-2451 or email registration@cerc.wisc.edu for details and instructions.

Event Cancellation

Cancellation Policy

If you cannot attend, please notify us by no later than one week before your course begins, and we will refund your fee. Because this course has limited enrollment, cancellation received after this date and no-shows are subject to the full course fee. You may enroll a substitute at any time before the course starts. Once you have accessed the online course, exam and/or materials, no cancellations or refunds are permitted.

Course Details: RA00257-E209

Course Outline

Online course agenda:

Download the full online agenda in pdf format here

Classroom (in person) course agenda:

Download the full in-person agenda in pdf format here

Topics

Introduction and Course Orientation

Overview of the Commissioning Process (CxP)

What is the ASHRAE Guideline 0 commissioning process?
Current best practice
What is a quality delivery process?
Benefits of the commissioning process
What occurs in each phase of project delivery?

Pre-Design Phase Commissioning Tasks (Part 1)

Developing the owner’s project requirements (OPR)

Owner’s workshop: preparation and participants, nominal group technique, procedures and results

The Owner’s Project Requirements Workshop

Executing an OPR workshop
Determining which questions to ask – project success criteria
Class activity: OPR workshop in action

Pre-Design Phase Commissioning Tasks (Part 2)

Planning the CxP effort
Commissioning plan fundamentals, key milestones, structure
Evaluating the benefits of pre-design phase involvement
The CxP as a strategic quality plan

Class Workshop: Defining CxP Needs

Developing the OPR Document

Review of key OPR concepts
Typical information required to develop needs
Steps in document creation
Group Activity: discussion of example document

CxP Activities in the Design Phase

Pre-design meetings
Design checklists
Basis of design development
CxP design review process
CxPlan update

Design Review Workshop

Group workshop using the four steps of a CxP design review procedure

Commissioning Specifications

Format options
Types of requirements: contractor participation; maintainability; checklist implementation; shop drawings, training, and systems manual; testing and verification
Group specifications activity

Commissioning Process Checklists

Purpose, goals
Use in all project phases
Construction checklists: development, tracking methods, verification, statistical sampling
Checklist work session

Systems Manual and Training

Systems manual (role in all phases)
Training (role in all phases)

Construction Phase CxP Tasks

Pre-construction activities (pre-bid, workshops, partnering)
Cx meetings and coordination, role of the CxA
Tracking commissioning activities
Cx schedule
Testing
Commissioning reports
Benefits/issues log

Commissioning Process Tests

Developing test protocols
Confirmation of readiness
Implementation steps
Documentation
Group workshop

Integrating CxP with Contractor Efforts

Quality processes
Overlaps and gaps

Acceptance Phase, First Year of Operation, and Beyond

Training
Systems manual
Project CxP report(s)
Warranty review and seasonal testing
On-going commissioning

Electronic and Web-Based Commissioning Tools

Computer tools for site tracking
Electronic systems manuals

Analyzing the Benefits of Commissioning: Case Studies

Scope of commissioning
Detailed cost analysis
Benefits and lessons learned

Special Topics in the CxP

Review of LEED Cx process
Review of existing building Cx process

Course Schedule

Course Notes

Instructors and Program Director

Instructors
Sarah Maston
Director, Commissioning & Energy Services
Sarah Maston, P.E., BCxP, LEED AP BD+C, Director for Colliers Project Leaders, Commissioning and Energy Services Division, is a mechanical engineer with over 20 years of experience in mechanical/ HVAC systems evaluation, troubleshooting, design, startup, and commissioning for a variety of project types.
Serving as lead commissioning authority for new construction projects as well as existing building commissioning projects, her responsibilities include facilitating Owner's Project Requirement (OPR) workshops, project management, performing building system assessments, developing commissioning plans, design reviews, specifications, system readiness, system evaluations and facilitating functional performance tests. She also follows up with occupants to evaluate comfort and review 10-month warranty meetings.
She serves on ASHRAE’s Board of Directors as a Vice-President. She is also the Vice-Chair of Technology Council and a member of the Advanced Energy Design Guide Steering Committee as well as the Epidemic Task Force.
Joy Altwies
Program Director/Instructor
Joy Altwies, Ph.D., P.E., LEED AP+, is a program director for the University of Wisconsin-Madison Office of Interdisciplinary Professional Programs. Since 2004, Dr. Altwies has developed and taught continuing education courses emphasizing high-performance building design and construction, mechanical system design and operation, energy efficiency, and commissioning. She is also the program director of the Master of Sustainable Systems Engineering (SSE) degree program and an instructor of two graduate courses in the program.
Chad Dorgan
Executive Director
Dr. Dorgan currently serves as Senior Vice President, Enterprise Quality at Clayco, a full-service, turnkey real estate development, master planning, architecture, engineering, and construction firm that safely and sustainably delivers the highest quality solutions to clients across North America. He is also the Executive Director of the Design and Construction Excellence Exchange (DCX), a collaboration of design and construction companies, with owners, consultants, and insurance, technology and manufacturing companies to drive excellence across the industry.
Dr. Dorgan is a LEED Fellow of the United States Green Building Council and a Fellow member with the American Society of Heating, Refrigerating and Air Conditioning Engineers (ASHRAE). He has also been recognized with several industry awards, including the ASHRAE Distinguished Service Award and the 2004 Benner Award from the Building Commissioning Association for making commissioning business as usual.
Ian McIntosh
Program Director
Dr. Ian McIntosh is a Program Director for the University of Wisconsin-Madison, Office of Interdisciplinary Professional Programs (InterPro). He joined the InterPro Facilities and Building Systems team in December 2020 after being a frequent lecturer and course developer for the previous 20 years. His responsibilities include teaching, directing and business development for commissioning certification courses related to project management, existing buildings, and building enclosures. He is also the owner and founder of ianTEACH LLC, which provides innovative and strategic performance-based training and coaching to engineers, architects, construction, and facilities management professionals in various sectors of the national building industry.
Blair Richardson
Capital Projects - Commissioning Manager
Blair Richardson is currently a Service Line Manager at MBP (McDonough, Bouylard, and Peck). He provides senior leadership for complex projects, managing diverse teams, focused on strategic growth and business development.

His core focus has always been on energy efficiency and sustainability. With a foundational belief that sustainability must be economically viable, he has consistently demonstrated to clients how environmental responsibility can improve their bottom line. This approach of managing costs and maximizing incentives to create opportunities for energy conservation aligns seamlessly with institutional goals. Blair’s strategic oversight ensures that commissioning and retro-commissioning processes support evolving sustainability commitments.

Blair possesses a unique, 360-degree perspective on project management. As a general and mechanical contractor, Blair gained hands-on experience managing cost, quality, and schedule for critical infrastructure and executing complex design-build projects.

This direct accountability to installation teams provided invaluable practical knowledge. At an integrated A/E firm, He honed his skills as a design professional, working closely with architects and engineers. This deepened his understanding of each trade's priorities, enabling him to successfully lead large-scale, multi-disciplinary design projects.

This comprehensive background, combined with technical expertise, proven leadership, and strong communication skills, underpins a relentless drive for success and a clear vision for a sustainable future.
Program Director
Joy Altwies

Additional Information

Total Credits:

CEU 2.4,

PDH 24,

LU/HSW 24,

Applies to this Certificate:

Qualified Commissioning Process Provider (QCxP) Option 1,

Course Administration

Fee Information

Fee covers live online course instruction and electronic materials.

Discounts

Companion Course Discount: $2295 when student registers for this course E209 and Project Management for the Commissioning Process RA01570 .

Payment Options

If you are planning to attend an Interdisciplinary Professional Programs course, payment is required at the time of registration. Below are the payment options:

Pay by Credit Card

Enroll online and pay by credit card.

Search for the course on the website and then click on the Enroll Now button from the course webpage.
Enter all necessary course attendee information and payment information on the course enrollment page.
You will receive an email to confirm successful enrollment and payment.

Enroll over the phone and pay by credit card.

Call CERC Registrations at 608-262-2451.
Provide the registrations representative with:
- the course name, dates, and/or course number.
- the necessary course attendee information and payment information.
You will receive either a mailed document or an email to confirm successful enrollment payment.

Pay by Check

Mail in a completed registration form and check payable to UW Madison.

Fill out a registration form (found either in the back of the course brochure you received in the mail or here).
Prepare a check, made payable to UW Madison.
Mail the registration form and check to: CERC Registrations 21 N Park St, Ste 7101 Madison, WI 53715
You will receive either a mailed document or an email to confirm successful enrollment and payment.

Pay by Purchase Order

Request Purchase Order information from registration@cerc.wisc.edu
- If a fee quote is needed, contact custserv@interpro.wisc.edu first
You will receive an invoice from UW–Madison Business Services for payment, usually within 3–5 business days

Military

If using SF-182 form, please call our registration number at 608-262-2451 or email registration@cerc.wisc.edu for details and instructions.

Event Cancellation

Cancellation Policy

Course Details: RA00257-E173

Course Outline

Online course agenda:

Download the full online agenda in pdf format here

Classroom (in person) course agenda:

Download the full in-person agenda in pdf format here

Topics

Introduction and Course Orientation

Overview of the Commissioning Process (CxP)

What is the ASHRAE Guideline 0 commissioning process?
Current best practice
What is a quality delivery process?
Benefits of the commissioning process
What occurs in each phase of project delivery?

Pre-Design Phase Commissioning Tasks (Part 1)

Developing the owner’s project requirements (OPR)

Owner’s workshop: preparation and participants, nominal group technique, procedures and results

The Owner’s Project Requirements Workshop

Executing an OPR workshop
Determining which questions to ask – project success criteria
Class activity: OPR workshop in action

Pre-Design Phase Commissioning Tasks (Part 2)

Planning the CxP effort
Commissioning plan fundamentals, key milestones, structure
Evaluating the benefits of pre-design phase involvement
The CxP as a strategic quality plan

Class Workshop: Defining CxP Needs

Developing the OPR Document

Review of key OPR concepts
Typical information required to develop needs
Steps in document creation
Group Activity: discussion of example document

CxP Activities in the Design Phase

Pre-design meetings
Design checklists
Basis of design development
CxP design review process
CxPlan update

Design Review Workshop

Group workshop using the four steps of a CxP design review procedure

Commissioning Specifications

Format options
Types of requirements: contractor participation; maintainability; checklist implementation; shop drawings, training, and systems manual; testing and verification
Group specifications activity

Commissioning Process Checklists

Purpose, goals
Use in all project phases
Construction checklists: development, tracking methods, verification, statistical sampling
Checklist work session

Systems Manual and Training

Systems manual (role in all phases)
Training (role in all phases)

Construction Phase CxP Tasks

Pre-construction activities (pre-bid, workshops, partnering)
Cx meetings and coordination, role of the CxA
Tracking commissioning activities
Cx schedule
Testing
Commissioning reports
Benefits/issues log

Commissioning Process Tests

Developing test protocols
Confirmation of readiness
Implementation steps
Documentation
Group workshop

Integrating CxP with Contractor Efforts

Quality processes
Overlaps and gaps

Acceptance Phase, First Year of Operation, and Beyond

Training
Systems manual
Project CxP report(s)
Warranty review and seasonal testing
On-going commissioning

Electronic and Web-Based Commissioning Tools

Computer tools for site tracking
Electronic systems manuals

Analyzing the Benefits of Commissioning: Case Studies

Scope of commissioning
Detailed cost analysis
Benefits and lessons learned

Special Topics in the CxP

Review of LEED Cx process
Review of existing building Cx process

Course Schedule

Location and Lodging

Course Location

Pyle Center

702 Langdon Street
Madison, WI 53706

Map

866-301-1753

608-262-1122

Lodging

Madison Concourse Hotel and Governor's Club

One West Dayton Street
Madison, WI 53703

Map

Room: rates start at $160

Accommodations include: Underground parking, a complimentary airport shuttle, free wireless internet, pool, state-of-the-art 24-hour fitness center, restaurant, bar and Starbucks.

DoubleTree by Hilton Madison Downtown

525 West Johnson Street
Madison, WI 53703

Map

Accommodations include: Complimentary WiFi and Local/Airport Shuttle. Parking available $15/night.

Online Reservations

800-222-8733

608-251-5511

Fluno Center

601 University Avenue
Madison, WI 53706

More Madison Lodging Options

Course Notes

Instructors and Program Director

Instructors
Joy Altwies
Program Director/Instructor
Joy Altwies, Ph.D., P.E., LEED AP+, is a program director for the University of Wisconsin-Madison Office of Interdisciplinary Professional Programs. Since 2004, Dr. Altwies has developed and taught continuing education courses emphasizing high-performance building design and construction, mechanical system design and operation, energy efficiency, and commissioning. She is also the program director of the Master of Sustainable Systems Engineering (SSE) degree program and an instructor of two graduate courses in the program.
Sarah Maston
Director, Commissioning & Energy Services
Sarah Maston, P.E., BCxP, LEED AP BD+C, Director for Colliers Project Leaders, Commissioning and Energy Services Division, is a mechanical engineer with over 20 years of experience in mechanical/ HVAC systems evaluation, troubleshooting, design, startup, and commissioning for a variety of project types.
Serving as lead commissioning authority for new construction projects as well as existing building commissioning projects, her responsibilities include facilitating Owner's Project Requirement (OPR) workshops, project management, performing building system assessments, developing commissioning plans, design reviews, specifications, system readiness, system evaluations and facilitating functional performance tests. She also follows up with occupants to evaluate comfort and review 10-month warranty meetings.
She serves on ASHRAE’s Board of Directors as a Vice-President. She is also the Vice-Chair of Technology Council and a member of the Advanced Energy Design Guide Steering Committee as well as the Epidemic Task Force.
Ian McIntosh
Program Director
Dr. Ian McIntosh is a Program Director for the University of Wisconsin-Madison, Office of Interdisciplinary Professional Programs (InterPro). He joined the InterPro Facilities and Building Systems team in December 2020 after being a frequent lecturer and course developer for the previous 20 years. His responsibilities include teaching, directing and business development for commissioning certification courses related to project management, existing buildings, and building enclosures. He is also the owner and founder of ianTEACH LLC, which provides innovative and strategic performance-based training and coaching to engineers, architects, construction, and facilities management professionals in various sectors of the national building industry.
Chad Dorgan
Executive Director
Dr. Dorgan currently serves as Senior Vice President, Enterprise Quality at Clayco, a full-service, turnkey real estate development, master planning, architecture, engineering, and construction firm that safely and sustainably delivers the highest quality solutions to clients across North America. He is also the Executive Director of the Design and Construction Excellence Exchange (DCX), a collaboration of design and construction companies, with owners, consultants, and insurance, technology and manufacturing companies to drive excellence across the industry.
Dr. Dorgan is a LEED Fellow of the United States Green Building Council and a Fellow member with the American Society of Heating, Refrigerating and Air Conditioning Engineers (ASHRAE). He has also been recognized with several industry awards, including the ASHRAE Distinguished Service Award and the 2004 Benner Award from the Building Commissioning Association for making commissioning business as usual.
Program Director
Joy Altwies

Additional Information

Total Credits:

CEU 2.4,

PDH 24,

LU/HSW 24,

Applies to this Certificate:

Qualified Commissioning Process Provider (QCxP) Option 1,

Course Administration

Fee Information

Fee covers morning and afternoon breaks, scheduled lunches, course materials.

Discounts

Companion Course Discount: $2295 when student registers for this course E173 and The Commissioning Process for Existing Buildings E174 .

Payment Options

If you are planning to attend an Interdisciplinary Professional Programs course, payment is required at the time of registration. Below are the payment options:

Pay by Credit Card

Enroll online and pay by credit card.

Search for the course on the website and then click on the Enroll Now button from the course webpage.
Enter all necessary course attendee information and payment information on the course enrollment page.
You will receive an email to confirm successful enrollment and payment.

Enroll over the phone and pay by credit card.

Call CERC Registrations at 608-262-2451.
Provide the registrations representative with:
- the course name, dates, and/or course number.
- the necessary course attendee information and payment information.
You will receive either a mailed document or an email to confirm successful enrollment payment.

Pay by Check

Mail in a completed registration form and check payable to UW Madison.

Fill out a registration form (found either in the back of the course brochure you received in the mail or here).
Prepare a check, made payable to UW Madison.
Mail the registration form and check to: CERC Registrations 21 N Park St, Ste 7101 Madison, WI 53715
You will receive either a mailed document or an email to confirm successful enrollment and payment.

Pay by Purchase Order

Request Purchase Order information from registration@cerc.wisc.edu
- If a fee quote is needed, contact custserv@interpro.wisc.edu first
You will receive an invoice from UW–Madison Business Services for payment, usually within 3–5 business days

Military

If using SF-182 form, please call our registration number at 608-262-2451 or email registration@cerc.wisc.edu for details and instructions.

Event Cancellation

Cancellation Policy

Create a custom learning experience

We can deliver this course as an on-site learning experience tailored to your organization’s specific training needs.

The Commissioning Process for Delivering Quality Constructed Projects

Learning Outcomes:

Who Should Attend:

Select from 4 upcoming dates:

2027 and later

Stay Connected

Course Details: RA00257-D981

Course Outline

Course Schedule

Location and Lodging

Course Notes

Instructors and Program Director

Additional Information

Course Administration

Fee Information

Discounts

Payment Options

Pay by Credit Card

Enroll online and pay by credit card.

Enroll over the phone and pay by credit card.

Pay by Check

Mail in a completed registration form and check payable to UW Madison.

Pay by Purchase Order

Military

Event Cancellation

Cancellation Policy

Stay Connected

Course Details: RA00257-E206

Course Outline

Course Schedule

Course Notes

Instructors and Program Director

Additional Information

Course Administration

Fee Information

Discounts

Payment Options

Pay by Credit Card

Enroll online and pay by credit card.

Enroll over the phone and pay by credit card.

Pay by Check

Mail in a completed registration form and check payable to UW Madison.

Pay by Purchase Order

Military

Event Cancellation

Cancellation Policy

Stay Connected

Course Details: RA00257-E209

Course Outline

Course Schedule

Course Notes

Instructors and Program Director

Additional Information

Course Administration

Fee Information

Discounts

Payment Options

Pay by Credit Card

Enroll online and pay by credit card.

Enroll over the phone and pay by credit card.

Pay by Check

Mail in a completed registration form and check payable to UW Madison.

Pay by Purchase Order

Military

Event Cancellation

Cancellation Policy

Stay Connected

Course Details: RA00257-E173

Course Outline

Course Schedule

Location and Lodging

Course Notes

Instructors and Program Director

Additional Information

Course Administration

Fee Information

Discounts

Payment Options

Pay by Credit Card

Enroll online and pay by credit card.