Ashrae standards development

1. ASHRAE
STANDARDS
DEVELOPMENT
WITH FOCUS ON
COMMISSIONING AND
CRITICAL FACILITIES
Presented by:
Terry Rodgers, CPE, CPMP
Vice President, Commissioning Services
Bureau Veritas Primary Integration, Inc.
trodgers@primaryintegration.com

2. DISTINGUISHED LECTURER PROGRAM
Please!
• Silence Phones
• Distinguished Lecturer Evaluation Forms are very important. Please complete at
the end of the presentation and return to the CTTC or Program Chair.
More information on the DL program available at:
www.ashrae.org/distinguishedlecturers
This ASHRAE Distinguished Lecturer is brought to you by the ASHRAE Society Chapter Technology
Transfer Committee

3. LEADERSHIP WANTED
www.ashrae.org/volunteer
• Society Technical Committees
• Society Standard Committees
• Young Engineers in ASHRAE
• Chapter Membership Promotion
• Chapter Research Promotion
• Chapter Student Activities
• Chapter Technology Transfer
Find your place in ASHRAE & Volunteer!
Become a future leader in ASHRAE & write the
next chapter in your career.
ASHRAE Members who are active at their
chapter and society become leaders and bring
information and technology back to their job.
We need you for:

4. LEARNING OBJECTIVES
• Describe the relationship between
ANSI and ASHRAE
• List the different types of ASHRAE
committees and which ones are
related to Data Centers/Critical
Facilities
• Describe the ASHRAE standards
development process
• Understand how contributing to
ASHRAE is mutually beneficial to you
and ASHRAE
• Describe the commissioning process
and the various Commissioning team
members

5. AGENDA
• ANSI and ASHRAE
• ASHRAE Committees
• ASHRAE Committees related to Critical Facilities/Data Centers
• ASHRAE Standard Publication Development and Review Process
• ASHRAE Process for Submitting Comments on Proposed Publications
• A Case Study - Development of Standard-90.4
• What Should You Do? Volunteer!!!
• ASHRAE TC9.9 Updates
• The Commissioning Process
• Some International Observations
• ASHRAE Proposed Guideline 1.6 Commissioning Data Centers
• Questions and Answers – Open Forum

6. ASHRAE COMMISSIONING (Cx)
STANDARDS & GUIDELINES
• Std 202-2018 Cx Process for Bldgs and Sys.s
• Gdl 0-2019 The Cx Process
• Gdl 0.2-2015* The Cx Process for Existing
Sys.s and Assemblies
• Gdl 1.1-2007* HVAC&R Tech Requirements
for the Cx Process
• Gdl 1.2-2019 Tech Requirements for the Cx
Process for Existing HVAC&R Sys.s and
Assemblies
• Gdl 1.3-2018 Bldg O&M Training for the
HVAC&R Cx Process
• Gdl 1.4-2019 Preparing Systems Manuals for
Facilities
• Gdl 1.5-2017 The Cx Process for Smoke
Control Systems
• Gdl 1.6P (proposed) Cx of Data Centers
* = guidelines in the process of being
updated

7. • ANSI = American National Standards Institute
• Founded in 1918
• Facilitates development of American National Standards
(ANS) by “Standards Developing Organizations” (SDOs)
• ASHRAE = American Society of Heating, Refrigeration & Air-
Conditioning Engineers
• Founded in 1894
• ASHRAE is an ANSI accredited “Standards Developing
Organization”
• Standards must be developed, managed, maintained,
etc. in accordance with strict ANSI processes
• ASHRAE develops “Standards” & “Guidelines
ANSI & ASHRAE Standards

8. ASHRAE has many committees and sub-committees:
• TC = Technical Committee
• GPC = Guideline Project Committee
• Guidelines are not standards – they are recommendations
• Guidelines are typically considered “best practices”
• SPC = Standard Project Committee
• Standards are written in “mandatory” and “code-intended”
language suitable for incorporation into state/local code and
enforceable by Authorities Having Jurisdictions (AHJs)
• Standards set minimum acceptable practices
• SSPC = Standing Standard Project Committee
• Standards that are under “continual maintenance”
• Can be modified at anytime by incorporation of addendums
• Are periodically republished in their entirety (typ. every three
years)
ANSI & ASHRAE Standards

9. ASHRAE has Technical Committees (TC) associated with Mission
Critical Facilities and Building Commissioning:
▪ TC-9.9Mission Critical Facilities, Data Centers, Technology
Spaces & Electronic Equipment
▪ TC-7.9 Building Commissioning
▪ Guideline 0-2013 “The Commissioning Process”
▪ Guideline 1.1-2007 “HVAC&R Technical Requirements for
the Commissioning Process”
▪ Proposed guideline (GPC) 1.2 “The Commissioning
Process for Existing HVAC&R Systems”
▪ Proposed guideline(GPC) 1.6 “Commissioning Data
Centers”
ASHRAE Critical Facilities related Technical Committees

10. • ASHRAE also has Project Committees directly affecting Mission
Critical Facilities:
• SSPC-62.1 “Ventilation for Acceptable IAQ”
• SPC-189.1 “Standard for the Design of High Performance
Green Buildings”
• SPC-127 “Method of Testing for RatingAir Conditioning Units
Serving Data Center (DC) & Other Information Technology
Equipment (ITE) Spaces”
• SSPC-90.1 “Energy Standard for Buildings Except Low-Rise
Residential Buildings”
• SPC-90.4 “Energy Standard for Data Centers”
• GPC-1.6P “Commissioning Data Centers”
ASHRAE Critical Facilities related Project Committees

11. Types of Public Reviews
• Advisory Public Review (APR)
• All comments considered supportive
• No responses required
• Must go out for a Publication Public Review (ANSI
Requirement)
• Publication Public Review (PPR)
• Committee must respond to each comment unless decision
is to submit a revised draft for another full PPR
• Responses:
• Accepted (as submitted; w/minor change; in principle)
• Rejected (except as noted; rejected outright)
• Deferred (out-of-scope; late)
ASHRAE Standard Publication Development and Review Process

12. Types of Public Reviews - continued
• Independent Substantive Change (ISC) Public Review
• SPC submits a revised draft identifying the ISCs and
conducts a limited PPR
• Only comments addressing an ISC require a response
• SPC submits a revised draft via “Final Publication Submittal”
form
Final Approval Process
• ASHRAE Standards Committee votes to approve
• ASHRAE Board of Directors votes to approve
• Standard submitted by ASHRAE to ANSI for approval
• Standard submitted to the ICC (International Code Council) for
approval and adoption
ASHRAE Standard Publication Review Process

13. ASHRAE Commenting Process:
• Comment form on-line at: https://osr.ashrae.org/default.aspx
• You can submit new comments and you can comment on
committee responses to past comments
• “Supportive” comments do not require a response (ex.: “keep
up the good work”)
• “Non-supportive” without recommended change do not require
a response (ex.: “this standard is a waste of time”)
ASHRAE Process for Submitting Comments

14. ASHRAE Commenting Process:
• Automatic confirmation emails back from ASHRAE:
• Confirmation that your comment was received
• Notification that your comment was responded to
• Commenter reply to committee responses
• Commenter “checks” the response as:
• Resolved
• Response not accepted, but resolved to not delay
publication
• Unresolved; add supporting info and/or documents
ASHRAE Process for Submitting Comments

15. ASHRAE Commenting Process:
• Comments received are categorized as:
• Substantive Changes
• Alter the meaning of the material
• Affect the usage of the standard
• Updates to Normative References (mandatory &
incorporated by reference)
• Non-substantive Changes
• Updates to Informative References
• Corrected errata
• Punctuation, spelling, grammar, style, typos, etc.
• Add SI or IP values, a forward, informative references, or
informative annexes
ASHRAE Process for Submitting Comments

16. SPC-90.4 held the first committee
meeting on Jan 4th, 2013
• Chair of SPC-90.4 committee
was a previous president of
ASHRAE (Ron Jarnagin)
• SPC-90.4 committee includes
members of TC9.9, SPC-127,
SSPC 90.1 Mechanical
Subcommittee, and recognized
data center industry experts
(A&Es, GCs, vendors, etc.)
• ASHRAE staff “liaison” to ensure
ANSI process is followed
A Case Study - Development of Standard-90.4

17. • SPC-90.4 held dozens of meetings beginning in January 2013
• Initial draft released for first “publication public review”
(PPR) in Feb. 2015
• Over 660 comments received
• Revised draft submitted to ASHRAE for approval to
release for 2nd public review in Sept. 2015
• Over 170 comments received
• Revised draft submitted to ASHRAE for approval to
release for 3rd public review in Feb. 2016
• Over 110 comments received
• Revised draft submitted to ASHRAE for approval to
release for 4th public review in March. 2016
• 11 comments received
A Case Study - Development of Standard-90.4

18. • SPC-90.4 meeting on June 7th (9 days after the comment
window closed) addressed and responded to the 11
commenters from the 4th PPR.
• SPC-90.4 voted to approved the latest draft of Std-90.4 at the
face-to-face mtgs in St Louis on June 25th with several
“unresolved” comments.
• ASHRAE Board of Directors approved Std-90.4 for
publication on June 30th, 2016 (3-1/2 year process).
• The final “appeals window” closed on July 26th without any
appeals being submitted.
• Appeals can only be based on “process” and not on
“technical” objections.
A Case Study - Development of Standard-90.4

19. • Get familiar with what standards and guidelines exist
• Get familiar with which ASHRAE committees are
responsible for standards and guidelines of interest
• Apply for membership in committees that you want to
contribute to
• Committees try to get members from diverse
backgrounds and perspectives (engineering firms,
manufacturers, construction, etc.)
• Members can be “voting” or “non-voting” members
• No single entity can have more than 1 voting
member (ANSI requirement)
• Non-voting members who actively participate and
contribute work generally become likely
candidates for future voting member status
What Should You Do? Join a Committee!

20. • Sign-up for ASHRAE electronic notification of any formal
actions including PPRs for ASHRAE standards via “Linkserve”
on the ASHRAE website (https://www.ashrae.org/resources--
publications/free-resources/listserves)
• Submit comments to these standards when notified of proposed
changes via ASHRAE’s “Online Comment Database” (OCD).
• Submit proposed changes via ASHRAE’s website by
downloading, completing, and submitting the “Form for
Submittal of Proposed Change to ASHRAE Standards”
• These forms as well as instructions on how to submit can
be found at: https://www.ashrae.org/standards-research--
technology/standards--guidelines/continuous-maintenance
What Should You Do? Comment during Public Reviews!

21. What Should You Do? Sign Up to be Notified!
Anyone can comment.
Anyone interested in becoming
a member can apply online via
the ASHRAE website or email:

22. TC9.9 Datacom Book Series
• 2016 – IT Equipment Design Impact on Data Center Solutions
• 2015 – Thermal Guidelines for Data Processing Environments, 4th Ed.
• 2015 – Server Efficiency—Metrics for Computer Servers & Storage
• 2014 – Data Center Design & Operation, 4th Ed.
• 2013 – Particulate & Gaseous Contamination in Data Environments, 2nd Ed.
• 2013 – Liquid Cooling Guidelines for Datacom Equipment Centers, 2nd Ed.
• 2013 – PUE: A Comprehensive Examination of the Metric
• 2012 – Datacom Equipment Power Trends & Cooling Applications, 2nd Ed.
• 2010 – Green Tips for Data Centers
• 2009 – Best Practices for Datacom Facility Energy Efficiency, 2nd Ed.
• 2009 – Structural & Vibration Guidelines for Datacom Equipment Centers
• 2008 – High Density Data Centers – Case Studies & Best Practices
ASHRAE TC9.9 Updates

23. 2015 – Thermal Guidelines for Data Processing Environments, 4th Ed.
ASHRAE TC9.9 Updates

24. Thermal Management:
• 2016 Data Center Power Equipment Thermal Guidelines & Best Practices
• 2013 Networking Thermal Guidelines
• 2012 IT Equipment Thermal Management and Controls
• 2008 Environmental Guidelines for Datacom Equipment – Extended
Environmental Envelope
• Clarification to ASHRAE Thermal Guidelines
Gaseous and Particulate Contamination:
• 2011 Gaseous & Particulate Contamination Guidelines for Data Centers
• 2009 Contamination Guidelines for Data Centers
Data Center Storage Equipment:
• Data Center Storage Equipment Whitepaper
ASHRAE TC9.9 Updates - Whitepapers

25. Proposed Whitepapers:
• ITE Subcommittee is working on a whitepaper on Storage
Devices
• Including means to optimize terabytes/$$$
• Discusses effect of acoustics (fan noise) on hard drive
performance
• IT Equipment WaterCooling Design Guidelines & Best
Practices (Liquid Cooling) whitepaper
• Table of Contents and outline completed
• The related work will lead to the update of Datacom Book
4 – Liquid Cooling Guidelines for Datacom Equipment
Centers
ASHRAE TC9.9 Updates - Whitepapers

26. ASHRAE TC9.9 Sponsored Research
• Research Proj 1499 – The Effect of Humidity on Static Electricity
Induced Reliability Issues of ICT Equipment in Data Centers
• University of Missouri, Completed and Published
• Research Proj 1675 – Guidance for CFD Modeling of Data Centers
• Research Proj 1755 – Impact of Gaseous Contamination & High
Humidity on the Reliable Operation of IT Equipment in Data Centers
• Syracuse University, Scheduled for completion June 2018
• Research is progressing well, literature review phase completed
• Higher rates of corrosion being seen than anticipated
ASHRAE TC9.9 Updates - Research

27. FULL PROJECT LIFE CYCLE
COMMISSIONING
• Programming Phase
• OPR (owner’s Project Requirements)
• Design Phase
• Basis-of-Design (BOD)
• Construction Documents (CDs)
• Sequences-of-Operations (SOOs)
• Construction Phase
• Submittals
• Factory Tests (L1)
• Receiving, Storage and Installation
inspections (L2)
• Startup & Pre-Functional Tests (L3)

28. FULL PROJECT LIFE CYCLE
COMMISSIONING
• Acceptance Testing Phase
• Functional Performance Testing (L4)
• Integrated Systems Testing (L5)
• Operations & MaintenanceStaff Training
• Academics during construction
• Hands-On during Functional Testing
• Close-Out Documentation
• Record documents
• Standard Operating Procedures (SOPs)
• Sys Operations & Maintenance Manuals
(SOMMs)
• Final Cx Report
• Deferred Testing (Seasonal & Warranty)

29. THE COMMISSIONING TEAM
• The Owner
• The Architectural & Engineering (A&E) Firm
• The Commissioning Provider (CxP)
• The General Contractor (GC)
• Subcontractors (esp. MEP, FP&LS, and
BMS)
• Suppliers / Vendors
• Select Manufacturers
• Facilities Management Firm
• May be in-house or out-sourced
Note: ASHRAE recommends using the term Cx
Provider (CxP) vs Cx Agent (CxA) and has
revised their associated guidelines and standard
accordingly.

30. COMMISSIONING INSPECTION &
TESTING STRATEGY
ID and resolve issues as early as possible when
least impactful (schedule, cost and quality)
• Identify faulty components prior to shipping
(L1)
• Identify damaged deliveries prior to install (L2)
• Identify installation errors prior to startup (L3)
• Identify system level issues prior to integrated
systems testing(L4)
• Identify facility performance & reliability issues
prior to beginning facility occupancy &
operations (L5)

31. THE TEAM APPROACH
Slide / 31
• Commissioning requires the combined insight and expertise of
all project participants
• Design Engineers for design intent
• Manufacturers for failure modes & responses of equipment
• Installing Contractors for system interfaces
• Owner/O&M staff for long-term considerations
• CxP to lead, manage and implement the Cx Process

32. • In many regions “independent, 3rd-party commissioning”is still not
the norm
• Many such regions still rely on the engineer-of-record (EOR) and
general contractor (GC) to perform acceptance testing and other
Cx activities
• Some still have a “catch-me-if-you-can” approach where if the
CxP doesn’t catch the contractors cutting corners, then it’s the
CxP’s fault
• The trend is moving toward the formal commissioning process
• Many USA-based clients are requiring their international
locations to use the same processes that they use in the US
• Often these localities begin to embrace formal commissioning as
they see the benefits, and it spreads as “Cx Firms” start getting
formed.
• Formal commissioning becomes a “differentiator” from their
competition
Some International Observations

33. • Proposed Guideline GPC-1.6PCommissioning of Data Centers
• Sponsored/championed by ASHRAE TC 7.9 Building
Commissioning
• ASHRAE approved establishing new committee GPC-1.6
• Current roster includes representatives from:
ASHRAE GPC-1.6P Commissioning of Data Centers
• Engineered Air Balance Co.
• Newcomb & Boyd
• Hanson Professional Services
• Commtech
• CDML
• Critical CxE
• TiePoint-bkm Engineering
• Bureau Veritas Primary Integration
• Command Commissioning
• Commissioning Agents Inc
• DLB Associates
• Environmental Systems Design (ESD)
• DLR Group
• Burns & McDonnell

34. Proposed Guideline GPC-1.6PCommissioning of Data Centers
• ASHRAE BOD approved Title, Purpose and Scope:
• Purpose: This guideline provides technical support for the
application of the commissioning process to data centers.
• Scope: This guideline:
• Provides assistance in the application of Guideline 0
and/orASHRAE Standard 202 to data centers;
• Addresses Cx process issues that are particular to data
centers;
• Provides technical support for the Cx of data centers;
• Is intended for use with new construction and ongoing
commissioning efforts;
• Applies to data center support infrastructure– not to data
equipment and networks.
ASHRAE GPC-1.6P Commissioning of Data Centers

35. Proposed Guideline GPC-1.6PCommissioning of Data Centers
• Path forward
• Next scheduled committee meeting is scheduled for June
2020 at ASHRAE National Conference in Austin, Texas
• Additional candidates have been submitted for possible
inclusion on the committee
• Intent is for the guideline to be used in conjunction with other
Cx Guidelines and Standard 202
• A formal liaison established to coordinate with SSPC-90.4
Energy Standard for Data Centers
• A formal liaison established to coordinate with TC 9.9 Mission
Critical Facilities, Data Centers, Technology Spaces, and
Electronic Equip.
ASHRAE GPC-1.6P Cx of Data Centers

36. • There is a lot of information available from BCA at
www.bcxa.org
• The ASHRAE standards and guidelines can be found
at www.ashrae.org
• The info is available to anyone, but ASHRAE
members get reduced rates
More Info and Credits

37. DON’T FORGET
TO COMPLETE &
RETURN THE
EVALUATION
FORM
QUESTIONS & ANSWERS OPEN FORUM
Terry Rodgers,CPE, CPMP
ASHRAE DistinguishedLecturer
Vice President,Commissioning Services
Bureau Veritas Primary Integration,Inc.
trodgers@primaryintegration.com
704-765-4407