The document outlines a reliability-centered commissioning program maturity matrix detailing various levels of practice ranging from 'not engaged' to 'best practice'. It covers elements such as commissioning policies, management strategies, responsibility assignments, and ongoing evaluations for building and systems performance. The document emphasizes the importance of systematic approaches, training, and documentation for optimizing energy efficiency and verifying system reliability.

1. Ways to Measure Your
Reliability Centered Commissioning Program
Maturity Matrix
Elements LEVEL1
LEVEL 1 LEVEL2
LEVEL 2 LEVEL 3 LEVEL4
LEVEL 4 LEVEL5
LEVEL 5
NOT ENGAGED
NOT ENGAGED EXPERIMENTING
EXPERIMENTING ENLIGHTENED GOOD PRACTICE
GOOD PRACTICE BEST PRACTICE
BEST PRACTICE
Commissioning An unwritten or uncoordinated set of Enhanced commissioning with retro-
No explicit commissioning policy. Fundamental commissioning Policy. Enhanced commissioning Policy.
Management Policy guidelines. commissioning Policy.
Enhanced commissioning is
Fundamental commissioning Enhanced commissioning
Some of the building components performed on all building systems,
Commissioning
Commissioning Management Program Elements
Building and systems are not is performed on all building is performed on all building
and systems are commissioned but adhere to ASHRAE commissioning
Program commissioned. systems and adhere to ASHRAE systems and adhere to ASHRAE
no formal format is followed. guidelines and utilize reliability
commissioning guidelines. commissioning guidelines.
technologies.
Retro-commissioning as warranted
Retro-commissioning building and
Retro-Commissioning Building and systems are not retro- Retro-commissioning buildings and Retro-commissioning building and through evaluation of the reliability
systems every 1,3, or 5 years as
Program commissioned. systems only as problems occur. systems every 10 years. technologies or measurement and
scheduled by management.
verification warrant.
Reliability Centered
Commissioning No integration. Spot check or troubleshooting. Single technology quality checks. Multiple technology quality check. Design for reliability.
Technologies
Cost reporting based on invoice M&V reports for individual premises Comprehensive systems set targets,
M&V reports based on supply
Measurement and No information system. No details. Engineer compiles reports are based on sub metering. monitor consumption, identify
meter data. Energy unit has ad hoc
Verification Program accounting for energy consumption. for internal use within technical Achieved performance against defects, quantify savings, and
involvement in budget setting.
department. targets reported effectively to users. provide budget tracking.
Commissioning/ Few buildings and systems have Some buildings and systems have Most buildings and systems All buildings and systems have
No criticality matrix prepared for a criticality matrix to assist with a criticality matrix to assist with have a criticality matrix to assist a criticality matrix to assist with
Retro-Commissioning buildings and systems. commissioning/retro-commissioning commissioning/retro-commissioning with Commissioning/Retro- commissioning/retro-commissioning
Criticality Program Capex projects. Capex projects. Commissioning Capex projects. Capex projects.
Investment using longer-term Investment using long-term
Investment using short-term payback criteria (5-10 years). payback criteria (10-20 years).
Investment No investment strategy. Only low-cost measures considered. payback criteria (0-5 years). Simple Complete Life Cycle Cost analysis Energy Efficency, Sustainibility and
payback calculations utilized. using Equest or equal energy Carbon Footprint considered during
modeling software. evaluation.
Commissioning Departments have written
No evidence of assignment of Unwritten set of commissioning/ Departments have some written Departments have comprehensive
commissioning/retro-commissioning
Management commissioning/retro-commissioning retro-commissioning responsibility commissioning/retro-commissioning written commissioning/retro-
responsibilities and have designated
Responsibilities tasks and duties. assignments. responsibilities. commissioning responsibilities.
staff assigned for these task.
Reliability in Design
Commissioning/retro-commissioning Commissioning/retro-commissioning Commissioning/retro-commissioning
Commissioning No staff have explicit responsibilities Commissioning/retro-commissioning
task are presented to staff on an task are presented to staff on a tasks are presented to staff on a
Awareness or duties. measures are rarely promoted.
annual basis. bi-annual basis. continuous basis.
Reporting is done but there is no Reporting is done utilizing standard Reporting is done utilizing standard Reporting is done utilizing standard
standard report procedures and report procedures but historical data report procedures and historical ASHRAE report procedures and
Reporting Procedures No reporting.
historical data is not collected for is not collected for establishing a data is collected for establishing a historical data is collected for
establishing a baseline. baseline. baseline. establishing a baseline.
O&M startup training documents
O&M startup training documents and onsite training is preformed.
O&M startup training documents O&M startup training documents are
No O&M startup training is and onsite training is preformed. The onsite training is video taped for
O&M Startup Training performed.
are provided in written form with no provided in written form and onsite
The onsite training is video taped for future training. Follow up training is
onsite training provided. training provided.
future training. provided on a bi-annual basis to all
maintenance staff.
Owner/Designer only involved in the Commissioning agent involved in Commissioning agent involved in all Multi discipline Commissioning Team
Design Development No design development process.
development of the design. final stages of design. stages of design. involved in all stages of design.
Technical ElementsProcess
Commissioning agent involved in all Multi discipline Commissioning
Commissioning agent involved in
Design Review No design review process. Owner/Designer review.
final stages of design review.
stages of design review including Team involved in all stages of design
design for reliability. review including design for reliability.
Reliability in
Multi discipline Commissioning Team
Commissioning agent reviews only Commissioning agent reviews all
Submittal Review No submittal review process. Owner/Designer review submittals.
major component submittals. submittals.
reviews all submittals including
design for reliability.
Pre-functional check list are
Pre-Functional Check No pre-functional or manufacturer Manufacturers check list are Pre-functional check list are Pre-functional check list are
provided on all systems and building
List check list are provided. followed only. provided on major system only. provided on all systems.
components.
Functional check list are provided
No functional or manufacturer check Manufacturers check list are Functional check list are provided on Functional check list are provided on
Functional Testing list are provided. followed only. major system only. all systems.
on all systems and building
components.
O&M strategy on major systems O&M strategy on major systems
Reliability O&M No O&M strategy or reliability O&M O&M strategy on all systems with no O&M strategy on all systems with
only with no reliability O&M Strategy only with reliability O&M strategy
Strategy strategy implemented. reliability O&M strategy integration. reliability O&M strategy integration.
integration. integration.
Original building and all system All building and system design,
Original building and major system Original building and all system design and commissioning commissioning and retro-
Documentation & No documentation or record
design documents are recorded and design documents are recorded and documents are recorded and stored commissioning documents are
Record Keeping keeping.
stored for future reference. stored for future reference. for future reference with only major kept and continually updated as
systems being updated. necessary.
RESULTS / SCORECARDS
Results/Scorecards
O&M with reliability O&M strategies
O&M procedures No O&M procedures are O&M strategies for most systems O&M strategies for all systems are O&M with reliability O&M strategies
for all systems are documented and
documentation documented. are documented. documented. for all systems are documented.
on-going training is provided.
All systems are zoned and metered
All systems are zoned and metered
Measurement and No measurement and verification is Major systems are zoned and All systems are zoned and metered separately. Utility usage is constantly
separately. Utility usage is constantly
Verification preformed. metered separately only. separately. monitored and compared to the
monitored.
baseline.
Energy analysis and life-cycle cost
Energy analysis is preformed on Energy analysis and life-cycle cost Energy analysis and life-cycle cost analysis are preformed on all Capex
Energy analysis/ No energy analysis or baseline
facility but Capex projects life cycle analysis are preformed only on analysis are preformed on all Capex projects. These analysis utilize
Baseline analysis analysis is utilized.
cost analysis are not utilized. major Capex projects. projects. baseline analysis for evaluation of
results.
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