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R e t a i n e d   E x e c u t i v e   S e a r c h 
                                                                                Construction
                                                                           Facilities Management
                                                                                  Real Estate
                                                                                 Engineering 
       Pi8sburgh                               www.helblingsearch.com                                  724.935.7500


                     Commissioning & Retro-Commissioning:
                       Gaining Popularity Among Owners                                                      by Sami L. Barry


Building commissioning (Cx) is a                                                 Retro-Commissioning (RCx) is the
proactive, systematic and quality-                On average, the             application of the commissioning
assurance oriented process that                                               process to existing buildings. It is a
                                                operating costs of a
ensures that building systems are                                             method of researching, analyzing and
designed, installed and tested                commissioned building           optimizing the performance of
thoroughly so that they operate and             range from 8 - 20%            existing building systems. RCx
perform as intended and to the                                                identifies low-cost operational and
owner’s expectations and                        below that of a non-          maintenance improvements so that
requirements. It is a multi-disciplined       commissioned building.          owners can achieve the building’s
effort that spans from pre-design                                             original design and performance
planning to post-construction                                                 intentions.
operations and it involves owners, designers,
construction managers and commissioning providers.          But not every existing building is an ideal candidate for
                                                            RCx. General characteristics of a building that can
This project management practice is being embraced by       benefit from RCx are:
both public and private organizations because of its            ‣ Energy management system
improvements to project delivery such as:
                                                                ‣ No major renovations planned
    ‣ Reduced change orders
                                                                ‣ History of efficiency investments
    ‣ Reduced warranty issues
                                                                ‣ Available / updated building documentation
    ‣ Reduced contractor callbacks
                                                                ‣ Operational and environmental comfort issues
    ‣ Formal review and integration of all project
                                                                ‣ Mechanical equipment is less than 12 years old
        expectations during planning, design,
                                                                   and is in good condition
        construction and occupancy phases by
        inspection and performance testing.                     ‣ Energy intensive or higher than expected energy
                                                                   use
Beyond project delivery, Cx offers numerous other
benefits:
   ‣   Higher energy efficiency
   ‣   Enhancement of building quality
   ‣   Extended life of existing equipment
   ‣   Reduced operating and maintenance (O&M)
       costs
   ‣   Delivery of preventive and predictive
       maintenance plans
   ‣   Documented confirmation that building systems
       are planned, designed, installed, tested,
       operated and maintained in compliance with the
       owner’s project requirements.
The benefits of RCx can be just as numerous as those          Ray explains that RCx poses a different set of issues
for Cx and among them are:                                   than Cx. First, it is important to understand the baseline
                                                             operating performance of your current systems. Most of
   ‣   Increased asset value
                                                             the University’s facilities have building automation
   ‣   Reduced operational costs
                                                             systems and the RCx team analyzes the information to
   ‣   Advanced building performance                         determine what changes can be made to optimize
   ‣   Average energy savings of 16% / year                  performance. Once that information is gathered, there
   ‣   Comprehensive building documentation                  are challenges that come from the end-users side.
                                                             Understandably, end-users are accustomed to systems
   ‣   Improved indoor environmental quality (IEQ)
                                                             operating in a certain way. When the systems are going
   ‣   Expanded O&M staff capabilities and expertise         to be changed or updated, end-users need to be
   ‣   Enhanced systems operations beyond preventive         informed why it is being done and the advantages of
       maintenance                                           doing so which will assist in ensuring them that they will
   ‣   Improved equipment performance and extended           not be adversely affected. The goal is to optimize the
       life of such equipment                                energy use while maintaining user comfort.
   ‣   Identification and solutions to building systems
                                                             To accomplish its own RCx objectives, the University
       operations, control and maintenance problems
                                                             performed a benchmark study on all campus buildings to
                                                             identify which facilities are high-energy intensive from
Cx and RCx initiatives will continue gaining popularity      an end-user standpoint. They then ranked the facilities
among owners in the years to come as more                    from high to low and applied the 80/20 rule,
organizations begin to realize the value that each offers    determining that changing or updating 20% of a
their asset portfolios as well as their bottom lines.        building will result in 80% of the savings. Now, from a
                                                             RCx standpoint, they brainstorm on how they can
                    Case Study:                              optimize each building’s systems to reduce its energy
                University of Chicago                        use and to make it a high-performance asset. The team
                                                             then sits down with the end-users and they discuss
The University of Chicago recently launched a
                                                             their ideas and gather feedback. Ray explains, “If we
Commissioning (Cx) and Retro-Commissioning (RCx)
                                                             start with 10 ideas, we may end up with 5 or 6 that we
program and Mr. Sumit Ray (PE, CEM, LEED), Director of
                                                             agree to try and implement those plans accordingly”. In
Engineering and Utilities, is playing an instrumental role
                                                             this effort, the University is teamed up with ComEd
in these efforts. The initiatives are part of the
                                                             (local utility company) and its Demand Side
University’s overall energy reduction plan entitled
                                                             Management (DSM) program.
15 x 15, which has the ultimate goal of reducing
campus-wide energy usage 15% by 2015.                        To mitigate challenges with initiating Cx and RCx
                                                             programs, Ray recommends that universities educate
In speaking with Mr. Ray, one of the common challenges       appropriate team members on the benefits of Cx and
of Cx is involving a Cx manager during the early stages      RCx because not all professionals are aware of the
of capital projects. Because commissioning is best           advantages of such plans, which is understandable. He
performed and most effective when it begins during a         explains, “We cannot expect everyone to be well-versed
project’s planning phase, the University has plans to        in commissioning and to understand its benefits. People
secure an individual for an internal Cx position who will    have different types of knowledge and expertise and
focus exclusively on the University’s Cx and RCx             they see things differently. But it makes a huge
initiatives and reduce the University’s dependence upon      difference when they are educated on the topics and
outside Cx firms. Having input during these initial           they can see a building that has had commissioning
planning stages, the capital project team will improve its   done and the impact it has made. By educating them on
ability to establish equipment requirements and system       the Cx and RCx process, you help them to understand it,
performance standards as well as to ensure that              which encourages their participation and engagement in
construction documents represent design intent and           the process”.
building systems are integrated properly. It will also
                                                             To subscribe to Helbling’s quarterly e‐Newsle7er and Assignment Alerts, 
eliminate the gap that sometimes develops from the
                                                                        visit our home page at www.helblingsearch.com.
time equipment and systems are installed and when                                          Social Media:
they are handed over to the O&M staff at the                                      Blog:  blog.helblingsearch.com
conclusion of the project.                                                           Twi7er:  @helblingsearch

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Building Commissioning and Retro-Commissioning

  • 1. R e t a i n e d   E x e c u t i v e   S e a r c h  Construction Facilities Management Real Estate Engineering  Pi8sburgh www.helblingsearch.com 724.935.7500 Commissioning & Retro-Commissioning: Gaining Popularity Among Owners  by Sami L. Barry Building commissioning (Cx) is a Retro-Commissioning (RCx) is the proactive, systematic and quality- On average, the application of the commissioning assurance oriented process that process to existing buildings. It is a operating costs of a ensures that building systems are method of researching, analyzing and designed, installed and tested commissioned building optimizing the performance of thoroughly so that they operate and range from 8 - 20% existing building systems. RCx perform as intended and to the identifies low-cost operational and owner’s expectations and below that of a non- maintenance improvements so that requirements. It is a multi-disciplined commissioned building. owners can achieve the building’s effort that spans from pre-design original design and performance planning to post-construction intentions. operations and it involves owners, designers, construction managers and commissioning providers. But not every existing building is an ideal candidate for RCx. General characteristics of a building that can This project management practice is being embraced by benefit from RCx are: both public and private organizations because of its ‣ Energy management system improvements to project delivery such as: ‣ No major renovations planned ‣ Reduced change orders ‣ History of efficiency investments ‣ Reduced warranty issues ‣ Available / updated building documentation ‣ Reduced contractor callbacks ‣ Operational and environmental comfort issues ‣ Formal review and integration of all project ‣ Mechanical equipment is less than 12 years old expectations during planning, design, and is in good condition construction and occupancy phases by inspection and performance testing. ‣ Energy intensive or higher than expected energy use Beyond project delivery, Cx offers numerous other benefits: ‣ Higher energy efficiency ‣ Enhancement of building quality ‣ Extended life of existing equipment ‣ Reduced operating and maintenance (O&M) costs ‣ Delivery of preventive and predictive maintenance plans ‣ Documented confirmation that building systems are planned, designed, installed, tested, operated and maintained in compliance with the owner’s project requirements.
  • 2. The benefits of RCx can be just as numerous as those Ray explains that RCx poses a different set of issues for Cx and among them are: than Cx. First, it is important to understand the baseline operating performance of your current systems. Most of ‣ Increased asset value the University’s facilities have building automation ‣ Reduced operational costs systems and the RCx team analyzes the information to ‣ Advanced building performance determine what changes can be made to optimize ‣ Average energy savings of 16% / year performance. Once that information is gathered, there ‣ Comprehensive building documentation are challenges that come from the end-users side. Understandably, end-users are accustomed to systems ‣ Improved indoor environmental quality (IEQ) operating in a certain way. When the systems are going ‣ Expanded O&M staff capabilities and expertise to be changed or updated, end-users need to be ‣ Enhanced systems operations beyond preventive informed why it is being done and the advantages of maintenance doing so which will assist in ensuring them that they will ‣ Improved equipment performance and extended not be adversely affected. The goal is to optimize the life of such equipment energy use while maintaining user comfort. ‣ Identification and solutions to building systems To accomplish its own RCx objectives, the University operations, control and maintenance problems performed a benchmark study on all campus buildings to identify which facilities are high-energy intensive from Cx and RCx initiatives will continue gaining popularity an end-user standpoint. They then ranked the facilities among owners in the years to come as more from high to low and applied the 80/20 rule, organizations begin to realize the value that each offers determining that changing or updating 20% of a their asset portfolios as well as their bottom lines. building will result in 80% of the savings. Now, from a   RCx standpoint, they brainstorm on how they can Case Study: optimize each building’s systems to reduce its energy University of Chicago use and to make it a high-performance asset. The team then sits down with the end-users and they discuss The University of Chicago recently launched a their ideas and gather feedback. Ray explains, “If we Commissioning (Cx) and Retro-Commissioning (RCx) start with 10 ideas, we may end up with 5 or 6 that we program and Mr. Sumit Ray (PE, CEM, LEED), Director of agree to try and implement those plans accordingly”. In Engineering and Utilities, is playing an instrumental role this effort, the University is teamed up with ComEd in these efforts. The initiatives are part of the (local utility company) and its Demand Side University’s overall energy reduction plan entitled Management (DSM) program. 15 x 15, which has the ultimate goal of reducing campus-wide energy usage 15% by 2015. To mitigate challenges with initiating Cx and RCx programs, Ray recommends that universities educate In speaking with Mr. Ray, one of the common challenges appropriate team members on the benefits of Cx and of Cx is involving a Cx manager during the early stages RCx because not all professionals are aware of the of capital projects. Because commissioning is best advantages of such plans, which is understandable. He performed and most effective when it begins during a explains, “We cannot expect everyone to be well-versed project’s planning phase, the University has plans to in commissioning and to understand its benefits. People secure an individual for an internal Cx position who will have different types of knowledge and expertise and focus exclusively on the University’s Cx and RCx they see things differently. But it makes a huge initiatives and reduce the University’s dependence upon difference when they are educated on the topics and outside Cx firms. Having input during these initial they can see a building that has had commissioning planning stages, the capital project team will improve its done and the impact it has made. By educating them on ability to establish equipment requirements and system the Cx and RCx process, you help them to understand it, performance standards as well as to ensure that which encourages their participation and engagement in construction documents represent design intent and the process”. building systems are integrated properly. It will also To subscribe to Helbling’s quarterly e‐Newsle7er and Assignment Alerts,  eliminate the gap that sometimes develops from the visit our home page at www.helblingsearch.com. time equipment and systems are installed and when Social Media: they are handed over to the O&M staff at the Blog:  blog.helblingsearch.com conclusion of the project. Twi7er:  @helblingsearch