The Commissioning Process for Delivering Quality Constructed Projects
Upcoming dates (1)
Fee
- $1,495
Discounts
Enroll in both this course (C605) and Project Management for the Commissioning Process (C606) and pay only $2195.
ID
RA00257-C605
Credits
- CEU: 2.4
- GBCI: 24
- PDH: 24
Schedule
Logon at access course site: 10:30 AM Central Time
Course Notes
A pdf (digital) copy of ASHRAE Guidelines 0 and 1.1 are included with this course. You will receive a link to download your copies from the ASHRAE bookstore at the beginning of the course.
Instructors
Joy Altwies, Rick Casault, Chad Dorgan, Chad Grindle, Ian McIntosh
Location
This is an online course.
Cancellation Policy
Once you have accessed the online course and materials, no cancellations or refunds are permitted.
Course Overview
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.
What you will learn
This course is designed to help you:
- Implement whole building design and delivery using the ASHRAE Guideline 0 Commissioning Process (CxP)
- Recognize the characteristics of an effective quality process
- Differentiate between the CxP and your current procedures
- Explain the value of the NIBS and ASHRAE guidelines
- Explore the key steps and tools used in the CxP
- Transform your organization from its current process to the CxP
- Establish expectations for project costs and savings/benefits related to the CxP
- Explain the role of commissioning process teams and how that role changes from pre-design to occupancy
Who Should Attend?
- Project managers and planners
- Commissioning authorities and agents
- Building owners
- Developers
- Architects
- Engineers
- Construction managers
- Building operating staff
Additional Information
This course has been approved for 24 LU/HSW AIA CEUs.
Course Outline
Online course agenda
Download the full online agenda in pdf format here.
Classroom (in person) course agenda
Download the full 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
Instructors
Rick Casault
Rick Casault, P.E., CDT, CCP, president of Casault Engineering, Seattle, Washington, specializes in developing commissioning process master plans and process services. He has more than 23 years of experience in the commissioning, operation, design, and management of laboratory, medical, public transportation, institutional, industrial, and commercial facilities. Casault is developing new MasterSpec specification sections related to the commissioning process and was founding president of the Building Commissioning Association.
Chad Dorgan
Chad Dorgan is Global Senior Director, Sustainability Solutions at SGS, the world’s leading testing, inspection and certification company, where he develops, deploys and scales existing and new sustainability solutions around the world. Throughout Chad’s 30-plus year career in the engineering consulting and construction industries, he has played a significant role in the evolution of sustainability in the built environment. For 15 years, Chad was Corporate Sustainability and Vice President Quality for McCarthy Building Companies, Inc., a 100% employee-owned national construction company specializing in complex, high technology facilities. Prior to McCarthy, for 12 years, Chad was an executive leader of Dorgan Associates/Farnsworth Group, a consulting firm focused on the transfer of technology from research to application, and the development and implementation of the commissioning process. He started his career as a mechanical engineer in the US Air Force, and he is a LEED Fellow and a Fellow member of ASHRAE. He graduated from the University of Wisconsin-Madison, with a B.S. Mechanical Engineering and Ph.D. Indoor Air Quality.
Chad Grindle
Chad S. Grindle is Senior Manager of Technical Services for Cellular Dynamics International. He is a licensed professional engineer with over 16 years of experience as a consultant developing, managing and implementing the commissioning process for a diverse, national client base. Today Mr. Grindle applies his knowledge and experience with the commissioning industry in the management of facility design, maintenance and operations for Cellular Dynamics International (CDI), an industry leader in autologous stem cell research, development, and manufacturing. Currently, Mr. Grindle's efforts includes adaptation of the commissioning process to facilitate validation efforts for CDI's new cGMP facility and headquarters in the Madison area, as well as several expansion and adaptation projects with CDI's current facilities.
Joy Altwies
Joy Altwies, PhD, PE, 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 program director of the Master of Sustainable Systems Engineering (SSE) degree program and an instructor of two graduate courses in the program.
Sarah Maston
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
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.
The Commissioning Process for Delivering Quality Constructed Projects
Location: Online
Course #: RA00257-C605
Fee: $1,495
Fee
- $1,495
Discounts
Enroll in both this course (C605) and Project Management for the Commissioning Process (C606) and pay only $2195.
Credits
- CEU: 2.4
- GBCI: 24
- PDH: 24
Schedule
Logon at access course site: 10:30 AM Central Time
Course Notes
A pdf (digital) copy of ASHRAE Guidelines 0 and 1.1 are included with this course. You will receive a link to download your copies from the ASHRAE bookstore at the beginning of the course.
Instructors
Joy Altwies, Rick Casault, Chad Dorgan, Chad Grindle, Ian McIntosh
Location
This is an online course.
Cancellation Policy
Once you have accessed the online course and materials, no cancellations or refunds are permitted.
The Commissioning Process for Delivering Quality Constructed Projects
Course #: RA00257The Commissioning Process for Delivering Quality Constructed Projects
Date: Mon. May 16, 2022 – Wed. May 18, 2022ID: RA00257-C459
Fee:
- $1,495
- Fee covers morning and afternoon breaks, scheduled lunches, course materials.
- CEU: 2.4
- GBCI: 24
- PDH: 24
- LU/HSW: 24
The Commissioning Process for Delivering Quality Constructed Projects
Date: Mon. January 10, 2022 – Fri. January 14, 2022ID: RA00257-C468
Fee:
- $1,495
-
Fee covers live online course instruction and electronic materials.
- CEU: 2.4
- GBCI: 24
- PDH: 24
- LU/HSW: 24
The Commissioning Process for Delivering Quality Constructed Projects
Date: Mon. March 15, 2021 – Fri. March 19, 2021ID: RA00257-C185
Fee:
- $1,345
- CEU: 2.4
- GBCI: 24
- PDH: 24
- LU/HSW: 24
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