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STRATEGIES FOR A MEANINGFUL       DESIGN REVIEW      THOMAS ANDERSON, CCP          Burlington, Vermont           cx-associ...
I. Learning Objectives for this Session • Understand the methodology and process of   meaningful design reviews • Learn pr...
Design Review Presentation Overview  I. Learning Objectives  II. Benefits  III. Process  IV. Presentation Strategies  V. C...
Presentation Acronyms•   DR: Design Review•   Cx: Commissioning•   CxA: Commissioning Authority•   OPR: Owners Project Req...
II. Design Review BenefitsOwner asks:    • “Why Design Review?”    • “I hire the best architects & engineers.”            ...
Design Review Benefits• CxA Provider Offers:  – Independent set of eyes  – Perspective from installations and    operation...
Financial Benefits of Design Review  • Can reduce construction costs    – Examples:       • Avoidance of system oversizing...
Financial Benefits• Real world example:     Burlington International Airport (BTV)         Central Cooling Plant (240 ton)...
III. Design Review Process      When should DR occur?IDEALLY:  Schematic Design  Design Development  95% CD (With controls...
III. Design Review Process   DR Verifies Compliance with• Owners Project Requirements (OPR)      • Basis of Design (BoD)  ...
DR Process• DR must be in Cx scope  – Required for LEED Enhanced Cx• Will not accept project without DR  – (Our company po...
DR Process Schedule• CxA DR: 2 weeks• Designer Response: 1 week• CxA reviews response & closes items  with no further acti...
DR Meeting• Face to Face meeting best• Owner presence is critical• Discuss solutions and next steps                       ...
Sample DR Table                  14
Back-check• Have items been implemented?• Check at each new DR phase• Designer follow-through is a frequent  problem      ...
Back-check• Required for LEED Enhanced Cx• Document Back-check Results• Back-check: include in CxA fee                    ...
IV. Presentation Strategies• DR Comment Fundamentals:  – Maintain a respectful/positive tone  – Avoid authoritarian tone  ...
“In Our Experience”• CxA experience is viable basis• Relate Cx problems from other projects• CxA experience will be accept...
“In Our Experience Example”A Question Format is                 • Highly Effective                • Non Threatening “Paddl...
Reference Local CodesExample:  “The control spec calls for mercury type  piping thermometers. Recent State of  Vermont leg...
Design ConflictsExample:  “Reheat coil detail conflicts with the control  schematic diagram.”   “…reconcile conflicts duri...
Energy Cost Opportunities• Identify Opportunity Clearly• Estimate Annual Savings• Estimate cost impacts• Include spreadshe...
Energy Cost ReductionExample:• “Applying a VFD to the constant speed 10  HP HW pump will save 31,000 kWh and  4.5 kW and s...
Energy Cost Reduction               CxA’s Need To:• Have a clear understanding of efficiency  opportunities• Develop tools...
“Evolving Practice”Be careful using “Good Practice” in comment:• Can appear subjective• Reference “newly available informa...
Evolving Practice Example• “VAV main supply duct calls for extractors and  splitters. The recently published “Advanced  VA...
Code/Standard Compliance Reference a Code or Standard:     • A powerful method    HVAC: ASHRAE, SMACNA, etc.       Plumbin...
Code/Standard ComplianceExample:• “Heating HW Control Diagram: VFD pump  DP sensor shown very close to pump sets.”• “ASHRA...
Design Review Mindset         A Frustratingly Poor Design• Avoid commenting when frustrated• Imagine designer is close fri...
Design Review Mindset                 Recognize:• Team working to meet Owners‘ interests• Designers face time & financial ...
Could I Be Wrong?   • Always listen to Designer Response  • Always Possible You Could be Wrong• Every New Project:        ...
Technical Resources• California Commissioning Collaborative            • Cx Assistant™               • cacx.org           ...
Technical Resources  California Commissioning Collaborative:            Design Review Tool Module             Master Refer...
DR Conclusion   • DR is Most Valuable part of Cx Process         • It’s Really HOW You Say It • Never Ever Make the Design...
Design Review Conclusion Thomas Anderson, CCPtom@cx-associates.com                           35
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Strategies For A Meaningful Design Review by Tom Anderson

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Tom Anderson's presentation at the ASHRAE Winter 2012 Conference in Chicago, IL. Discover how the Design Review (DR) process can provide the building owner with significant value. Done well, a commissioning DR can help the team control construction costs while ensuring that building systems and equipment are optimized to meet the owner's needs. This presentation teaches viewers how to conduct meaningful design reviews to help the design team meet the Owner's Project Requirements. The presentation also addresses the financial benefits of DR, scheduling design review for maximum benefit, the mechanisms of the DR process, and presentation and communication strategies that enable the design team and owner to fully consider alternative approaches proposed in the DR process.

This presentation was given by Tom Anderson, CCP, Principal of Cx Associates, LLC, on January 23, 2012 at the ASHRAE Winter 2012 Conference.

Published in: Design, Technology, Business
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Strategies For A Meaningful Design Review by Tom Anderson

  1. 1. STRATEGIES FOR A MEANINGFUL DESIGN REVIEW THOMAS ANDERSON, CCP Burlington, Vermont cx-associates.com tom@cx-associates.com
  2. 2. I. Learning Objectives for this Session • Understand the methodology and process of meaningful design reviews • Learn presentation strategies to enable the designer and owner to seriously consider suggestions • Know how to support optimized system performance through design reviewASHRAE is a Registered Provider with The American Institute of Architects Continuing Education Systems. Credit earned oncompletion of this program will be reported to ASHRAE Records for AIA members. Certificates of Completion for non-AIAmembers are available on request.This program is registered with the AIA/ASHRAE for continuing professional education. As such, it does not include content thatmay be deemed or construed to be an approval or endorsement by the AIA of any material of construction or any method ormanner of handling, using, distributing, or dealing in any material or product. Questions related to specific materials, methods,and services will be addressed at the conclusion of this presentation. 2
  3. 3. Design Review Presentation Overview I. Learning Objectives II. Benefits III. Process IV. Presentation Strategies V. Conclusion 3
  4. 4. Presentation Acronyms• DR: Design Review• Cx: Commissioning• CxA: Commissioning Authority• OPR: Owners Project Requirements• BoD: Basis of Design 4
  5. 5. II. Design Review BenefitsOwner asks: • “Why Design Review?” • “I hire the best architects & engineers.” 5
  6. 6. Design Review Benefits• CxA Provider Offers: – Independent set of eyes – Perspective from installations and operations – Known areas of concern• We all have individual, unique blind spots 6
  7. 7. Financial Benefits of Design Review • Can reduce construction costs – Examples: • Avoidance of system oversizing • Chilled Water Design Delta T: • Initial 10°F Delta T • DR: Use 15°F Delta T or greater • Reduced initial cost • Permanent reduced operating cost 7
  8. 8. Financial Benefits• Real world example: Burlington International Airport (BTV) Central Cooling Plant (240 ton) An Energy Efficiency Upgrade Project • DR alone increased savings by: • 150 MWh/yr 75 kW Peak ($7,500./yr) • DR Cost: $8,000. 8
  9. 9. III. Design Review Process When should DR occur?IDEALLY: Schematic Design Design Development 95% CD (With controls 100% complete) 9
  10. 10. III. Design Review Process DR Verifies Compliance with• Owners Project Requirements (OPR) • Basis of Design (BoD) 10
  11. 11. DR Process• DR must be in Cx scope – Required for LEED Enhanced Cx• Will not accept project without DR – (Our company policy) 11
  12. 12. DR Process Schedule• CxA DR: 2 weeks• Designer Response: 1 week• CxA reviews response & closes items with no further action required• DR Meeting: ASAP• CxA Updates: 2 days 12
  13. 13. DR Meeting• Face to Face meeting best• Owner presence is critical• Discuss solutions and next steps 13
  14. 14. Sample DR Table 14
  15. 15. Back-check• Have items been implemented?• Check at each new DR phase• Designer follow-through is a frequent problem 15
  16. 16. Back-check• Required for LEED Enhanced Cx• Document Back-check Results• Back-check: include in CxA fee 16
  17. 17. IV. Presentation Strategies• DR Comment Fundamentals: – Maintain a respectful/positive tone – Avoid authoritarian tone – Never ever make Designer look bad• State the Issue• State the Solution/Opportunity 17
  18. 18. “In Our Experience”• CxA experience is viable basis• Relate Cx problems from other projects• CxA experience will be accepted – most designers have minimal startup experience• “Experience” is objective 18
  19. 19. “In Our Experience Example”A Question Format is • Highly Effective • Non Threatening “Paddle type piping flow switches always pose a startup problem in our experience because they require field trimming based on specific flow.” “Previous project experience has shown DP type flow switches are far less problematic. Could DP switches be specified?” 19
  20. 20. Reference Local CodesExample: “The control spec calls for mercury type piping thermometers. Recent State of Vermont legislation prohibits mercury.” “Can alcohol type thermometers be used?”Designer will appreciate being informed 20
  21. 21. Design ConflictsExample: “Reheat coil detail conflicts with the control schematic diagram.” “…reconcile conflicts during final checking.” “… as the design progresses.” “… as the design is finalized.” • Non-threatening• No one expects error free progress design 21
  22. 22. Energy Cost Opportunities• Identify Opportunity Clearly• Estimate Annual Savings• Estimate cost impacts• Include spreadsheet (.pdf) 22
  23. 23. Energy Cost ReductionExample:• “Applying a VFD to the constant speed 10 HP HW pump will save 31,000 kWh and 4.5 kW and save $3,800./ Yr.”• “Installation cost about $1,300.” 23
  24. 24. Energy Cost Reduction CxA’s Need To:• Have a clear understanding of efficiency opportunities• Develop tools to quickly analyze opportunities 24
  25. 25. “Evolving Practice”Be careful using “Good Practice” in comment:• Can appear subjective• Reference “newly available information”• New approaches have been proven effective 25
  26. 26. Evolving Practice Example• “VAV main supply duct calls for extractors and splitters. The recently published “Advanced VAV System Design Guide, California Energy Commission” suggests avoiding these. Reference: Advanced VAV System Design Guide, California Energy Commission 26
  27. 27. Code/Standard Compliance Reference a Code or Standard: • A powerful method HVAC: ASHRAE, SMACNA, etc. Plumbing: ASPE, etc. Lighting: IESNA 27
  28. 28. Code/Standard ComplianceExample:• “Heating HW Control Diagram: VFD pump DP sensor shown very close to pump sets.”• “ASHRAE Standard 90.1 – 2007, 6.5.4.1 states, ‘Differential pressure shall be measured at or near the most remote heat exchanger or the heat exchanger requiring the greatest differential pressure.’” 28
  29. 29. Design Review Mindset A Frustratingly Poor Design• Avoid commenting when frustrated• Imagine designer is close friend• Be tactful while working towards Owner’s best interests 29
  30. 30. Design Review Mindset Recognize:• Team working to meet Owners‘ interests• Designers face time & financial pressures• Share knowledge & experience while being respectful (They have knowledge too!) 30
  31. 31. Could I Be Wrong? • Always listen to Designer Response • Always Possible You Could be Wrong• Every New Project: – We Always Learn New Things 31
  32. 32. Technical Resources• California Commissioning Collaborative • Cx Assistant™ • cacx.org 32
  33. 33. Technical Resources California Commissioning Collaborative: Design Review Tool Module Master Reference Guidehttp://resources.cacx.org/library/holdings/DesignReview Tool Master Reference Document.pdf 33
  34. 34. DR Conclusion • DR is Most Valuable part of Cx Process • It’s Really HOW You Say It • Never Ever Make the Designer Look Bad, but:• Be Diligent Looking Out for Owners Interests 34
  35. 35. Design Review Conclusion Thomas Anderson, CCPtom@cx-associates.com 35

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