Draft Details
- Building commissioning for energy using system...
- DRAFT STANDARD
- Legal Notice for Draft Standards
- Preface
- + 0 Introduction
- 0.1 Intent of standard
- 0.2 Overview of the commissioning process
- 0.3 Key Considerations for Developing the OPR a...
- + 1 Scope
- + 1.1 General
- 1.1.1 Scope and Application of the Standard
- 1.1.2 Commissioning Scope and Requirements
- 1.1.3 Relationship to Other Standards
- + 1.2 Specific systems
- 1.2.1 Covered systems
- 1.2.2 Exclusions
- 1.3 Terminology
- 2 Reference publications
- 3 Definitions
- + 4 Commissioning process
- + 4.1 General
- 4.1.1 Commissioning Process Overview
- 4.1.2 Performance Validation Against Design Tar...
- 4.1.3 Roles and Responsibilities in the Commiss...
- 4.2 Responsibilities of the commissioning team
- + 4.3 Pre-design phase
- + 4.3.1 General
- 4.3.1.1 Pre-Design Phase Activities
- 4.3.1.2 Required Elements of the OPR
- 4.3.1.3 Required elements of the BOD
- 4.3.2 Commissioning provider
- 4.3.3 Commissioning plan
- + 4.4 Design phase
- + 4.4.1 General
- 4.4.1.1 Elements of the design phase
- 4.4.1.2 Narrative Requirements for System Coord...
- 4.4.1.3 Sequence of operations
- 4.4.1.3.1 Organizational Considerations for Con...
- 4.4.1.3.2 Examples of Sequences of Operation fo...
- 4.4.1.3.3 Metering data points
- + 4.4.2 Commissioning team
- 4.4.2.1 Required Members of the Commissioning T...
- 4.4.2.2 Lead
- 4.4.2.3 Independence of the Commissioning Provi...
- 4.4.2.4 Key personnel
- 4.4.2.5 Interdisciplinary interactions
- + 4.4.2.6 BECxP Appointment and Expertise
- 4.4.2.6.1 Building enclosure commissioning team...
- 4.4.2.7 Commissioning Team Responsibilities Dur...
- 4.4.2.8 Commissioning Team Roles and Competenci...
- 4.4.3 Codes and standards
- 4.4.4 Design review
- + 4.5 Pre-construction phase
- 4.5.1 Procurement and project delivery
- 4.5.2 Contract documents and construction admin...
- 4.5.3 Shop drawings
- 4.5.4 Commissioning schedule
- 4.5.5 Pre-construction meeting
- 4.5.6 Pre-construction mock-up testing
- + 4.6 Construction phase
- 4.6.1 General
- + 4.6.2 Commissioning team
- 4.6.2.1 Commissioning team role during construc...
- 4.6.2.2 On-Site Data Collection Requirements
- 4.6.3 Static verification
- 4.6.4 Start-up
- + 4.7 Functional performance testing
- 4.7.1 General
- 4.7.2 Application
- 4.7.3 Implementation
- + 4.7.4 Integration testing
- 4.7.4.1 Functional Performance and Integration ...
- 4.7.4.2 Integration Testing Conditions
- 4.7.4.3 Testing Across All Modes of Operation
- 4.7.4.4 Scope of Integration Testing by System ...
- 4.7.5 Enhanced performance commissioning
- + 4.8 Interim acceptance
- 4.8.1 Interim Acceptance Requirements
- 4.8.2 Commissioning Team Responsibilities for I...
- 4.8.3 Emergency Testing Requirements Prior to T...
- 4.8.4 Verification of Water System Safety Prior...
- + 4.9 Training and education
- 4.9.1 Training and Education Requirements
- 4.9.2 Training Scope and Target Groups
- + 4.10 Facility turnover activities
- 4.10.2 Commissioning process completion require...
- 4.10.3 Commissioning progress report for code c...
- + 4.11 Final documentation
- 4.11.1 General
- 4.11.2 Record drawings
- + 4.11.3 Manuals
- 4.11.3.1 Maintenance and data manuals
- 4.11.3.2 Systems operation manual
- 4.11.3.3 Commissioning manual
- + 4.11.4 Additional commissioning documentation
- 4.11.4.1
- 4.11.4.2 Final commissioning report
- 4.11.4.3 Final measurement and verification pla...
- + 4.11.4.4 Ongoing monitoring and maintenance pla...
- 4.11.4.4.1 General
- 4.11.4.4.2 Monitoring-based commissioning (MBCx...
- + 4.12 Occupancy and operations phase (optional)
- 4.12.1 General
- 4.12.2 Objective
- 4.12.3 Modifications
- 4.12.4 Documentation of modifications
- 4.12.5 Ongoing monitoring and maintenance
- + 5 Specific systems
- + 5.1 Building enclosure systems
- + 5.1.1 General
- 5.1.1.1 Scope
- 5.1.1.2 Intent
- 5.1.1.3 Application
- 5.1.1.4 Field review and compliance testing
- 5.1.1.5 Functional performance testing
- 5.1.2 System scope
- 5.1.3 Schematic design review
- + 5.1.4 Design development review
- 5.1.4.1 Technical Review of Design Development ...
- 5.1.4.2 Recommendations for Compliance
- 5.1.4.3 Review of Numerical Thermal Analysis
- 5.1.4.4 Review of DD specifications
- 5.1.4.5 Review of final DD plans and specificat...
- 5.1.4.6 Review of thermal reports
- 5.1.5 Construction documents
- 5.1.6 Procurement and project delivery
- 5.1.7 Contract documents and construction admin...
- 5.1.8 Pre-construction meeting
- 5.1.9 Pre-construction mock-up testing
- 5.1.10 Field review and performance testing
- + 5.2 Vertical/horizontal transportation systems
- 5.2.1 General
- 5.2.2 Measurement and verification
- + 5.3 Electrical systems
- 5.3.1 General
- 5.3.2 Static verification
- 5.3.3 Start-up
- 5.3.4 Functional performance testing
- 5.3.5 Electrical main distribution systems
- 5.3.6 Electrical branch distribution systems
- + 5.3.7 Lighting
- 5.3.7.1 Lighting controls
- 5.3.7.2 General
- 5.3.7.3 System scope
- 5.3.7.4 Static verification
- 5.3.7.5 Start-up
- + 5.3.7.6 Functional performance testing
- 5.3.7.6.1 General
- 5.3.7.6.2 Occupant sensor controls
- 5.3.7.6.3 Time switch controls
- 5.3.7.6.4 Daylight-responsive controls
- 5.3.7.6.5 Deferred testing
- 5.3.7.6.6 Retesting
- 5.3.7.6.7 System interface verification
- 5.3.7.6.8 Corrective measures
- + 5.4 Mechanical and plumbing systems
- 5.4.1 General
- 5.4.2 Scope and documentation
- 5.4.3 Intent
- 5.4.4 Static verification
- 5.4.5 Start-up
- 5.4.6 Functional performance testing
- + 5.4.7 HVAC systems
- 5.4.7.1 System scope
- 5.4.7.2 Static verification
- 5.4.7.3 Start-up
- + 5.4.7.4 Functional performance testing
- 5.4.7.4.1
- 5.4.7.4.2
- + 5.4.8 Refrigeration
- 5.4.8.1 System scope
- 5.4.8.2 Static verification
- 5.4.8.3 Start-up
- 5.4.8.4 Functional performance testing
- + 5.4.9 Plumbing and water systems
- 5.4.9.1 System scope
- 5.4.9.2 Static verification
- 5.4.9.3 Start-up
- 5.4.9.4 Functional performance testing
- + 5.4.10 Heat pumps
- 5.4.10.1 System scope
- 5.4.10.2 Static verification
- 5.4.10.3 Prerequisites for functional performan...
- 5.4.10.4 Functional performance testing
- 5.4.10.5 System integration testing
- 5.4.10.6 Occupancy phase considerations
- + 5.4.11 Hybrid heating systems
- 5.4.11.1 System scope
- 5.4.11.2 Static verification
- 5.4.11.3 Prerequisites for functional performan...
- 5.4.11.4 Functional performance testing
- 5.4.11.5 System integration testing
- 5.4.11.6 Occupancy phase considerations
- + 5.5 Control systems
- 5.5.1 General and intent
- + 5.5.2 System scope
- 5.5.2.1 Micro Control system elements
- 5.5.2.2 Macro Control system elements
- 5.5.3 Start-up
- + 5.5.4 Static verification
- 5.5.4.1 General
- 5.5.4.2 Sensor calibration
- + 5.5.5 Functional performance testing
- 5.5.5.1 General
- 5.5.5.2 Prerequisites for functional performanc...
- 5.5.6 Data storage
- + 5.5.7 Approved sequences of operation
- 5.5.7.1 Preparation and approval
- + 5.5.7.2 Minimum requirements for sequences of o...
- 5.5.7.2.1 General
- 5.5.7.2.2 Subsystems
- 5.5.7.2.3 Performance monitoring
- + 5.6 Metering system commissioning
- 5.6.1 General
- 5.6.2 Static verification
- + 5.6.3 Functional performance testing
- 5.6.3.1
- 5.6.3.2 Meter commissioning and calibration
- + 5.6.4 Additional considerations
- 5.6.4.1 Whole building metering
- 5.6.4.2 Primary heating/cooling/renewables
- 5.6.4.3 Virtual metering
- 5.6.4.4 Energy display
- + 5.7 System integration
- 5.7.1 General
- 5.7.2 Intent
- 5.7.3 System scope
- 5.7.4 Static verification and start-up
- 5.7.5 Integrated functional performance testing...
- 5.7.6 Retesting
- 5.7.7 Unsatisfactory results
- Table 1
- Table 2
- + Annex A (informative)
- A.1 Intent
- A.2 Static verification process guidelines for ...
- A.3 Contractor’s start-up process guidelines fo...
- A.4 Functional performance testing process guid...
- + A.5 Training
- A.5.1 Prerequisites for Owner Training
- A.5.2 Training Content Requirements
- + Annex B (informative)
- B.1 Building enclosure systems commissioning
- + B.2 Developing the building enclosures commissi...
- B.2.1 Envelope Commissioning Plan Requirements
- B.2.2 Additional procedures for envelope commis...
- B.3 Field review, compliance, and functional pe...
- + Annex C (informative)
- C.1 Vertical and horizontal transportation syst...
- C.2 Functional performance testing of vertical ...
- C.3 Procedures for functional performance testi...
- C.4 Energy efficiency commissioning
- + Annex D (informative)
- D.1 Static verification process guidelines for ...
- D.2 Lighting equipment verification checklists
- D.3 Contractor’s start-up process guidelines fo...
- D.4 Functional performance testing process guid...
- D.5 Training
- + Annex E (informative)
- E.1 Intent
- + E.2 Static verification process guidelines for ...
- E.2.1 General
- E.2.2 Central plant hydronic system commissioni...
- E.2.3 BAS, lighting, and other control system s...
- + E.3 Contractor’s start-up process guidelines fo...
- E.3.1 General
- E.3.2 Central plant hydronic system start-up
- E.3.3 Air handling systems with fresh air intak...
- E.4 Functional performance testing process guid...
- + Annex F (informative)
- + F.1 General
- F.1.1
- F.1.2
- F.1.3
- F.2 Static verification process guidelines for ...
- F.3 Contractor’s start-up process guidelines fo...
- F.4 Functional performance testing process guid...
- F.5 Verification of systems sequences of operat...
- F.6 Training
- + Annex G (informative)
- G.1 General
- G. 2 Evaluating Metering Value and Impact
- G.3 Levels of Metering Effort and Expertise
- G.4 Considerations for Metering in the OPR
- G.5 Starting the MBCx Process After Occupancy
- G.6 Levels of metering
- Table G.1
- Table G.2
- G.7 Using Interval Data to Understand Energy Us...
- Figure G.1
- Figure G.2
- + Annex H (informative)
- H.1 Owners building performance report forms
- H.2 Determining which energy-using systems are ...
- H.3 Reporting requirements for energy-using sys...
- H.4 Terminology information
- H.5 Total energy use intensity (TEUI)
- H.6 Thermal energy demand intensity
- H.7 Greenhouse gas intensity
- Table H.1
- Table H.2
- Table H.3
- Table H.4
- Table H.5
- Table H.6
- Table H.7
- Table H.8
- Table H.9
- Table H.10
- Table H.11
- Table H.12
- + Annex I (informative)
- I.1 Intent
- + Annex J (informative)
- J.1 Intent
- J.2 Project overview and background
- + J.3 Pre-design phase
- J.3.1 Investigation
- J.3.2 BOD document
- J.3.3 Commissioning provider
- J.3.4 Commissioning plan
- + J.4 Design phase
- J.4.1 General
- J.4.2 Equipment sizing considerations
- J.4.3 BAS considerations
- J.5 Pre-construction phase
- + J.6 Construction phase
- J.6.1 Static verification
- J.6.2 Start-up
- + J.7 Functional performance testing phase
- + J.7.1 General
- J.7.1.1 Operational Considerations for Confirma...
- J.7.2 System integration testing
- J.8 Training, handover, and final documentation...
- J.9 Post-occupancy phase
- + J.10 Key commissioning takeaways
- J.10.1 Hybrid system considerations
- J.10.2 Functional performance testing considera...
- J.10.3 System integration testing
- + Annex K (informative)
- K.1 General
- K.2 Performance verification checklist creation...
- Annex L (informative)
1.1 General
1.1.1 Scope and Application of the Standard
This Standard provides guidelines for the commissioning of buildings and all energy and domestic water-related building systems. It applies to new construction of Part 3 Buildings and new systems installed in existing Part 3 Buildings, as specified in the National Building Code of Canada (NBC). It does not apply to the commissioning or recommissioning of existing systems, which is covered by CSA Z5001.
Note: Annex I describes when to consider the application of the CSA Z5000 and CSA Z5001 standards.
1.1.2 Commissioning Scope and Requirements
This Standard is intended to assist the commissioning team in the preparation and implementation of a commissioning plan. This scope of work specifies commissioning requirements for building systems that affect GHG emissions, energy and domestic water usage, and includes, but is not limited to, descriptions of the following:
a) the commissioning process;
b) the resources required to complete commissioning;
c) the responsibilities of the commissioning team;
d) the sequence and integration of commissioning activities;
e) the functional testing and enhanced performance commissioning of energy- and water-related building systems;
f) planning for post-occupancy, including ongoing monitoring and maintenance, and measurement and verification activities; and
g) analyzing and providing data to assist in determining compliance with local energy efficiency regulations.
1.1.3 Relationship to Other Standards
This Standard is intended to be complementary to CSA Z320, with additions as appropriate to address the special requirements for verifying energy and GHG emission performance during the commissioning of buildings and their systems.
Note: Annex I describes when to consider the application of the CSA Z5000 and CSA Z5001 standards.
1.2 Specific systems
1.2.1 Covered systems
The systems covered in this Standard are classified as
a) architectural and building enclosures;
b) vertical and horizontal transportation;
c) electrical and lighting;
d) mechanical and plumbing;
e) controls and building automation; and
f) energy monitoring and metering.
1.2.2 Exclusions
This Standard does not apply to
a) fire pumps;
b) smoke pressurization fans;
c) fire alarm and detection systems;
d) other life safety systems that operate only during testing or emergencies; and
e) equipment or systems exempt from the National Energy Code of Canada for Buildings (NECB).
1.3 Terminology
In this Standard, “shall” is used to express a requirement, i.e., a provision that the user is obliged to satisfy in order to comply with the Standard; “should” is used to express a recommendation or that which is advised but not required; and “may” is used to express an option or that which is permissible within the limits of the Standard.
Notes accompanying clauses do not include requirements or alternative requirements; the purpose of a note accompanying a clause is to separate from the text explanatory or informative material.
Notes to tables and figures are considered part of the table or figure and may be written as requirements.
Annexes are designated normative (mandatory) or informative (non-mandatory) to define their application.
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