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Candidate Bulletin of Information

Certified Commissioning Professional (CCP) Program

Building Commissioning Certification Board
1600 NW Compton Drive, Ste 200
Beaverton, OR 97006

Phone: 1-877-666-BCXA (2292) E-mail: certification@bcxa.org

Website: www.bcxa.org

.............................................................................................................................................................. 3 Certification Program Purpose ................................................3 The Building Commissioning Association ..... 10 Appendix A: Examination Content ................. 5 Qualifying Project Experience Work Scope .......................................................................................................................................... 3 The Building Commissioning Certification Board .........................11 Appendix B: Sample Questions .......................................................................7 Confidentiality .....................4 Certification Cost .................................................................... 8 Examination Preparation ................................................ 5 CCP Eligibility ............................. 9 Active CCP Guidelines ............... 10 Certification Revocation ........................................................................ 8 Examination Scoring ............................................ 7 Application Review and Approval by BCCB................................................................................................................................................................................................................................................................8 Exam Site and Date Selection .......................................................... 8 Study References ......................................................................................................................................................................................................................................................................................................................................................................................................................................................................... 4 Certification Program and Technical Specialty ........................................................................................................................................................................................................................................................................................................................17 ...............10 CCP Credential Use Guidelines ............................................................................... 4 CCP Benefits ..................................... 9 Examination Failure ............................................................... 6 Application Information .......................................................................................... Table of Contents History and Background ......................................................................................... 8 Examination Format ............................................................................................................................................................................ 7 Examination Information .......................................................................................................................................................................................................................................................................................................................................................... 7 Application Information Changes................................................................................................................................... 4 CCP Process and Eligibility ........................................................................................................................................................................................................................... 3 Certification Program Development ............... 10 Certification Renewal ..................................................................................................................................................................................................... 8 Special Testing Arrangements .................................................. 6 Project Waiver......

The BCCB has contracted with Schroeder Measurement Technologies. the examination is scored. (K&AI) of Princeton. The BCA is dedicated to developing a common. The content of the examination is based on this body of knowledge. A survey of expert building commissioning professionals was conducted to define the body of knowledge used in the building commissioning process and the job responsibilities and tasks carried out by building commissioning professionals. K&AI is a consulting firm that assists organizations in developing and maintaining professional credentialing programs. The development of the CCP program was initially funded by the Northwest Energy Efficiency Alliance. After the examination. energy-efficient products and services available in the marketplace. Florida for test administration and related testing services. state governments. including the certification examination. Certification Program Development The eligibility requirements and examination materials for the CCP certification program were developed based on a study of the current state of knowledge and practice in building commissioning.e. The examination question pool for the CCP certification program will be updated on a regular basis to reflect current practice in building commissioning. of Dunedin. . Reliability refers to the accuracy of the examination scores. Inc. a member survey was conducted and a national consensus process was followed in the developing the program. i. the degree to which the examination scores are free from measurement error.History and Background The Building Commissioning Association The Building Commissioning Association (BCA) is an international professional association that promotes building commissioning practices that maintain high professional standards and fulfill building owners’ expectations. while allowing for diverse and creative approaches to building commissioning that benefit our profession and its clients. the questions are analyzed statistically to identify any hidden flaws. The data from the survey were used to determine the body of knowledge and the content areas appropriate for the examination. New Jersey to provide assistance in the initial development of the certification program. a non-profit group of electric utilities. public interest groups and efficiency industry representatives working to make affordable. Successful candidates are awarded a certificate and have the right to use the Certified Commissioning Professional™ (CCP™) designation. Our goal is to achieve high professional standards. The BCA retained Knapp & Associates International.. industry-wide understanding of what constitutes effective building commissioning. The Building Commissioning Certification Board The Building Commissioning Certification Board (BCCB) was formed in 2004 as an administratively independent arm of the BCA for the purpose of recognizing building commissioning professionals who meet the standards of the BCA. A representative panel of building commissioning experts reviewed the results of the survey. Questions that appear to be flawed are discussed by the BCCB Examination Committee to determine if they should be deleted from scoring entirely or if credit should be given for more than one answer. Additionally. After these issues are resolved. Individual questions that have been shown by statistical analysis to be unclear or unfair will be revised or deleted from the pool. The BCCB offers certification to individuals who satisfy high-caliber educational and experience requirements and who also pass a national certification examination. The examination questions are written by practicing building commissioning professionals and are reviewed by a panel of experts prior to being selected for the examination. The BCCB also recertifies certificants who demonstrate evidence of continued professional competence. Inc. Validity refers to the degree to which the content of the examination reflects the knowledge required to competently perform the responsibilities of a building commissioning professional. The CCP examination has been designed to meet testing industry standards for validity and reliability.

no certification program can guarantee professional competence. If advanced to candidacy. you must pass the certification examination. CCP certification is appropriate for all qualified practitioners. with the assistance and advice of many practitioners in building commissioning. the potential benefits of the certification program for building owners and managers include:  Greater ease in identifying a qualified building commissioning professional or firm  More confidence in the quality of building commissioning services provided  Consistency for comparing service providers CCP Process and Eligibility Certification is a three-step process: 1. despite the diligent effort undertaken to keep the examination up to date. electrical. CCP Benefits Building commissioning practitioners who achieve CCP certification can experience one or more of the following benefits:  Verification of their expertise by an independent organization—a way to prove that they have the knowledge and skills needed for the job  Professional growth and development  Enhanced professional credibility  Greater project and employment opportunities The potential benefits of certification for employers of building commissioning professionals include:  Increased productivity  Less training time needed to bring new employees up to speed  Increased client referrals from satisfied building owners and managers  A competitive advantage in promoting services to clients  An assurance of a level of qualification for new job applicants Finally. 2. However. Certification Program and Technical Specialty Building commissioning professionals who are eligible for the CCP certification program will have achieved technical expertise in one or more types of building systems. etc. . the public and the profession. has attempted to develop a credential that will recognize expertise in the profession with the goal of improving professional standards in building commissioning. building envelope. However. no matter their area of specialization: mechanical/HVAC. Moreover. The BCCB welcomes constructive comments and suggestions from building owners. 3. fire and safety. request the required supporting documents and pay the required application fee. You must submit a completed CCP application. Therefore. given the constant changes in the field of building commissioning.Certification Program Purpose The purposes of the CCP certification program are to:  Establish nationally recognized standards of knowledge and experience for building commissioning practitioners  Assess the level of knowledge and skills demonstrated by building commissioning practitioners in a valid and reliable manner  Encourage professional development in the field of building commissioning  Recognize formally individuals who meet the requirements set by the BCCB  Serve building owners and the public by encouraging high quality building commissioning services The BCCB. the BCCB cannot warrant that the examination materials will at all times reflect the most current state of the art. You will find out more about each of these steps in the next section of this Candidate Bulletin. The BCCB must approve your application and advance you to candidacy in the certification program. the examination focuses on the process of building commissioning and the management of building commissioning projects.

electrical engineering. construction management. money order. or check made payable to the BCCB. from the design building science field1 commissioning phase through the completion of construction 2 provider in lead role within the past 5 years  Buildings commissioned must total a minimum of 150. We do not accept American Express and prefer payment by check.000.00 nonrefundable processing fee.000 square feet.000 sciences field building-related construction cost experience or Completed apprenticeship program in a building sciences field  Minimum of 3  Have served as the lead commissioning provider Two-year undergraduate continuous years as a for three qualifying projects. from the design building sciences field commissioning phase through the completion of the construction provider in lead role phase or within the past 5 years Two-year undergraduate  Buildings commissioned must total a minimum of degree in a building  Minimum of 5 years of 150. if you fail to meet the basic eligibility requirements at the time of application.000. CCP Eligibility Below are the minimum qualifications that must be met for a candidate to be eligible to sit for the CCP examination based on level of education achieved. However. the completion of the University of Wisconsin or Building Commissioning Association commissioning training course reduces the experience requirement by one project. from the design degree in a non building commissioning phase through the completion of the construction sciences field provider in lead role phase or within the past 5 years  Buildings commissioned must total a minimum of High school diploma or  Minimum of 12 years 150. your application will be returned to you and your fee refunded. The application fee is non-refundable and is incurred upon receipt of your application by the BCCB.000 square feet and $30.000 square feet and $30. Failure to submit the full fee in one of the acceptable formats will result in the rejection of your application. architecture.000.000 square feet and $30.) Payment must be made by credit card.000. To be eligible for certification you must demonstrate the following: Education Level Employment History Project Experience Four-year undergraduate  Minimum of 3  Have served as the lead commissioning provider degree or higher in a continuous years as for three qualifying projects. 2 At any educational level. less a $50.000 construction cost Four-year undergraduate  Minimum of 3  Have served as the lead commissioning provider degree or higher in a non continuous years as a for three qualifying projects. construction science.Certification Cost  Application Fee for BCA Members: $600  Application Fee for non-BCA Members: $800  Examination Fee: $150 (Refunded if applicant does not qualify to sit for the exam. See Project Waiver section on next page for additional details. .000 GED of building-related construction cost experience 1 Fields of study in building science include mechanical engineering. banker’s check. and the construction cost to $15. and other majors/fields of study designed to train people for careers in the building industry. NO OTHER FORM OF PAYMENT—INCLUDING CASH—WILL BE ACCEPTED.000. the total commissioned square footage requirement to 100.

The certificate of completion from the training program must be submitted with the application. “EBCx Commissioning Training” The required total commissioning square footage is also reduced to 100. they must meet all scope items to be counted and will then count as 1 of the 3 required qualifying projects.Qualifying Project Experience Work Scope A qualifying project is defined as a commissioning project where the applicant has actively and substantially participated in the following phases of the commissioning project:  Construction document level review  Commissioning specification development  Final commissioning plan development  Functional performance test document development  Equipment installation verification on site and appropriate documentation development  Functional performance testing on site  Final commissioning report development In order to adequately demonstrate participation in each of these phases the commissioning provider must be involved with the project in the design phase.000. However. Project Waiver One (1) of the three (3) required qualifying projects may be waived if the candidate has successfully completed one of the following commissioning training courses: 1. offered by the Building Commissioning Association.000. . Applicants have the option to pair 2 projects of smaller scope to meet all of the scope of work requirements. “Leading the Commissioning Process: Step-by-Step Strategies for New Construction Projects (BCA)” 2.000 square feet and the construction cost to $15. offered by the University of Wisconsin–Madison.

your application is deemed complete and is passed to 2 members of the BCCB for review. If the BCCB denies the application the candidate will be given details about the reason for denial and have the opportunity to submit additional information within 24 months without resubmitting an application in its entirety. some of which may be published. The BCCB members will perform a detailed review the project experience. which may result in your not being able to sit for the examination. mailing address. and client references to determine if the applicant is eligible to sit for the examination. OR 97006 The BCCB must also receive your supporting documentation (project experience forms. Confidentiality Your application data and examination score will be held in strictest confidence and will not be released to anyone without your express written consent. e-mail address. www. At this time the BCCB may contact the candidate directly to ask for clarification or additional information. and not later than six (6) days after such change of information. documentation.org (preferred method) Building Commissioning Certification Board Mail 1600 NW Compton Drive. Completed applications can be emailed or mailed as noted below: Email Certification@bcxa. However. If the BCCB approves the application the candidate will be notified and sent information on how to register for the examination. Please note that the name on the identification documents you present at the test site must match the name on file at the BCCB. the BCCB reserves the right to use certain data from your application to prepare summary statistical analyses. Please read the application instructions carefully to be sure that you have complied with all application requirements. and academic transcript) for the application to be considered complete. Suite 200 Beaverton.bcxa. if you want your new name to appear on your certificate.org. your data will be consolidated with data from other applicants. you must notify the BCCB in writing. Also. Application Information Changes If the name. client references. and/or telephone number that you entered on your application changes while your application is pending. If you neglect to report the changes to the BCCB. Application Review and Approval by BCCB When all materials have been received and the minimum qualifications have been met. you must notify the BCCB in writing immediately. Your individual data will never be made public.Application Information The CCP application can be downloaded from the BCA website. . you may miss important notices. In these cases.

ISO-Quality Testing. This list is intended for use as a study aid only. nor are the examination questions necessarily taken from these sources.isoqualitytesting. Suggested Reading:  Building Commissioning Handbook.aspx. The application approval notification will include a username and password to be used on the ISO-Quality Testing website to register for a testing date. The examination consists of 125 multiple-choice questions. . If you believe that you will require special testing arrangements. Examination Format You will take the computer-based examination in a single. The examination will include some commissioning scenarios on which a set of two or more questions is based. This will be handled on a case-by-case basis. 2. Review the test content outline in Appendix A and. (Again: The reference list is provided for possible use as a study aid only. Decide which resources will best help you to prepare for the examination.) 3. for each content area. 2nd Edition  BCA Best Practices and Essential Attributes. Test location information is available at the ISO-Quality Testing website. only one of which is the correct or best answer. The BCCB does not intend the list to imply endorsement of these specific references. consider your understanding of that area. http://www.com/locations. your regular practice of that skill. you should inform the BCCB of your specific needs in writing. You will be asked to select the correct or best answer from these options. The BCCB does not intend the list to imply endorsement of specific documents. Sample questions can be found in Appendix A. two-hour session. Candidates have a six month window to take the exam after approval. Organizations:  BCA  ASHRAE  US Green Building Council  Portland Energy Conservation Inc. available from the BCA website  ASHRAE Guideline 0  US Green Building Council Manual –LEED. Version 3. and the percentage of questions that will be devoted to that area. The references listed above may be helpful when you are reviewing the content areas included in the examination. Answer the sample questions in Appendix B to familiarize yourself with the type and format of questions in the examination. Special Testing Arrangements The BCCB will make a reasonable effort to accommodate candidates who provide evidence of a need for special arrangements as long as the accommodations do not fundamentally alter the measurement of the knowledge and skills that the examination is intended to test. Study References The following is a list of references that may be helpful in reviewing for the examination. Scale your study efforts accordingly to ensure that those areas you use or know less and have a major representation on the test are given in-depth attention. at over 200 testing sites in the United States and abroad.Examination Information Exam Site and Date Selection The CCP examination is offered electronically through our testing partner.0 Examination Preparation The BCCB offers the following suggestions in preparing for the examination: 1. Each question contains four options or choices.

and/or fairness of a test and its questions may submit a complaint in writing to BCCB no later than fourteen (14) days after taking the examination. There is no penalty for a wrong answer. all required references. each time you take the test an exam fee of $150 will apply. you will be notified of your performance in each major content area. medical condition. religion. This means that if everyone who takes the examination meets the standard. Any such appeal shall be limited to written briefs. . All challenges and complaints shall receive BCCB’s full attention. race. If you are reapplying for an examination date that is beyond the 24- month period. Any complaints and challenges should be addressed to the BCA Executive Director. A candidate with questions about the reliability. However.00 made payable to the BCCB. This information is provided to assist you in deciding whether to retake the examination and how to plan your study efforts for future examinations. Appeal: A candidate may appeal a decision to the BCA Board of Directors. Therefore. physical or learning disability. BCCB will investigate each challenge or complaint and acknowledge it in writing to the complaining candidate. All questions on the examination carry the same weight toward your final score. Appeals and Complaints There shall be no right to appeal a failing examination score. you must submit a new complete application. Requests for hand scoring must be submitted in writing and accompanied by a payment of $50. If you do not pass the CCP examination. so it is to your advantage to answer every question. however. All comments will be kept in BCCB’s records. even if you have to guess. and the application fee. you may request that your examination be rescored by hand. national origin. gender. These experts reviewed each examination question. ethnicity. everyone will pass. The examination is designed only to distinguish those who have the minimum requisite knowledge and skills from those who do not. You will NOT be measured against the performance of the other individuals taking the examination. and made a judgment as to how a professional having the defined standard of competence would perform on the question. sexual orientation. including project documentation. however. validity. You may retake the exam as often as you like within this period. you will be informed only that you have successfully completed the certification process.Examination Scoring Your performance on the examination will be measured against a predetermined standard of knowledge and skills. the Board of directors will only reconsider the decision if the candidate provides a rationale for why the original disposition was arbitrary or capricious. The BCCB does not discriminate against any person on the basis of age. This standard is the level of knowledge and skills that can reasonably be expected of building commissioning professionals serving in a lead project role. if you pass the examination. you are eligible to re-take the examination within two (2) years of your original application date. or challenges or complaints not submitted in writing. The passing score for the CCP examination is set by a national panel of experts representative of the field of building commissioning. Requests for hand scoring can be honored only up to six months from your testing date. Nondiscrimination Policy Your score will be based solely on your performance on the certification examination. These judgments were analyzed statistically to determine the passing score. Notification of a pass or fail will be indicated by the testing system upon completion of the exam. You will NOT be notified of your actual numeric score. There is no evidence that someone who receives a very high score on the examination will be a noticeably better practitioner than someone whose score falls exactly at the passing point. The decision of the BCA Board of Directors shall be final. BCCB will NOT consider late challenges or complaints. evaluated the difficulty of the question. or marital status. Examination Failure If you fail the examination.

provided that such materials are reviewed and approved in advance by BCCB If you have any questions regarding the proper use of the “CCP” and “Certified Commissioning Professional” marks. however. the BCCB has the right to revoke your certification if it is substantiated that you:  Falsified information on your application  Misappropriated examination questions or materials  Cheated on the certification examination or assisted another candidate with cheating  Misused or misrepresented the CCP credential  Were found guilty of violating the law with respect to your professional responsibilities by a court. or if you fail to maintain valid certification with BCCB. non- exclusive license to all individuals holding certification from BCCB to use the marks in the following manner:  Displaying the certificate issued by BCCB granting CCP status  Stating that the individual is a “Certified Commissioning Professional” or a “CCP”  Using the marks on business cards and/or stationery  Using the marks in a directory or advertisements for services as a building commissioning professional  Using the marks on other promotional materials. it is very unlikely that your certification will be revoked. submit a sample of the proposed use to BCCB for review. BCA and BCCB also grant your employer an non-exclusive. policies. BCCB reserves the right to control the quality of all promotional materials on which these marks are used. if you continue to work as a professional in good standing within the field of building commissioning. provided you maintain continued certification with BCCB and that such advertisements are truthful and not misleading. BCA and BCCB reserve the right to take legal action against you and/or your employer for any use of the “CCP” or “Certified Commissioning Professional” marks that are in violation with the terms of this license. The “CCP” and “Certified Commissioning Professional” marks are owned by BCA. To be recertified. However. grant a worldwide. Otherwise. licensing agency. and procedures. or registration agency  Engaged in any other behavior that is in violation of the BCCB disciplinary policy . Certification Revocation Certification will be revoked if you fail to renew your certification. These marks may not be used in any manner that implies that you have any relationship with BCCB or BCA other than as a certificant or in any other manner that is in conflict with BCCB philosophy or principles. the BCCB will send you a reminder of the need to renew. If you fail to comply with the permitted use of BCCB’s marks.Active CCP Guidelines CCP Credential Use Guidelines Candidates who pass the examination will receive a certificate suitable for framing and will have the right to refer to themselves as a Certified Commissioning Professional (CCP) as long as they maintain valid certification with BCCB. Certification Renewal Your initial certification will be valid for a period of three (3) years from the date printed on your certificate. and BCA and BCCB have the sole rights to control the use of these designations. business cards. you will have to show evidence of continued competence. as demonstrated by your additional work experience and other related professional activities. You must recertify every three (3) years. BCA and BCCB. Renewal of your certification involves completing a recertification application and being approved for recertification by the BCCB. you will no longer have the right to use these marks in any manner and may not distribute any materials containing the marks. Toward the end of your initial certification period. BCCB shall be the final judge as to whether any use of its marks is consistent with BCCB’s standards. or other promotional materials to ensure compliance. worldwide license to use the “CCP” and “Certified Commissioning Professional” marks to advertise your services as a Certified Commissioning Professional. The BCCB may ask you to provide a sample of stationery.

Develop a preliminary commissioning plan 2. operation and maintenance staff. operation and maintenance staff.b. constructability.f. Identify the systems that will be commissioned and the acceptance criteria for systems and equipment. Interview the owner. Develop commissioning specifications 5. Identify the testing and verification methodology. with an indication of the approximate number and percentage of examination questions devoted to each of the five major content areas. and maintainability issues and provide comments to the owner and/or design team. 5. Review the designer's specifications and drawings to ensure that the design development documents follow the owner's wishes and good design practices and provide comments to the owner and/or design team. including the design team. Define the lines of communication. 1. Develop commissioning-related specifications sections and narrative. Clearly define the roles and responsibilities of the commissioning team. 4. Participate in drafting the Design Intent Document (DID). commissionability. .b. 5.a.a.Appendix A: Examination Content Test Content Outline The following pages include a detailed outline of the major content areas and commissioning tasks and skills evaluated in the examination.b. Define the commissioning process and contractor's roles and responsibilities. in formal written format. Identify the team members and the roles and responsibilities of team members and contractor as they relate to the commissioning effort. 2.d. Identify the scope and expected outcomes of the commissioning process. 5. The questions will NOT be presented in content area order on the examination. 2. 2. Review design development documents 4.c. Facilitate group exercise with the owner. owner.d. 1. Review the Design Intent Document to verify content and provide comments to design team.d. 1. 5. 5. desired options. and concerns related to building use. including the sampling method. and commissioning provider.  Acquire the review and approval of the commissioning plan from the design team and owner's representative. 5. based on the preliminary commissioning plan and the project documents. and concerns related to building use. Collate the design narrative and basis of design.a. design team.a.c. desired options. Define the requisite conditions for the project completion/acceptance. design team. and end users to gather information from each group about the requirements.c. 2. and end users to gather information from each group about the requirements.e. Participate in the development of the Design Intent Document 1. 1. Please note that questions from the various content areas will be mixed throughout the examination.  Review program documents 3.a. Review the program documents for quality and the capability to meet the Design Intent Document.

rating. Integrate these lists into the final commissioning plan. 8. and readiness for functional testing.d. cfm.e . answer any questions regarding the process. 5. acquire and review the submittals on all commissioned systems for consistency with owner requirements.. Review the final project documents to verify that all commissioning-related issues have been included and meet the design intent. and owner's representative. etc. 10. Create a master list of equipment by part number.a .e. operate.b . 6. 10. design team. resistance for data cables. Create a construction checklist to verify equipment delivery. Verify that information needed for the installation and start-up is included. List equipment parameters and associated equipment (i. Verify the testing/acceptance criteria. Include spaces to document verification of accessibility and maintainability of equipment.g. Prepare a document review letter to the design team and owner's representative. capacity. fire/life safety. Create a master list of commissioned equipment and systems that were defined in the statement of work 10. etc.). electrical. and troubleshoot equipment and systems. 10. and explain the unique contribution of the commissioning process.d.b. 10. etc. Include spaces to document verification that associated ducting. addendum. location. Attend the pre-bid meeting to present information on the commissioning process. 8. Identify and quantify issues or conflicts discovered in a written report to the contractor.c. etc. 9. 8.a.b. 8. Include training requirements that are sufficient to prepare the staff to maintain.) based on the final design. Include equipment information from design documents (including unit number. 8.e . and location. gpm. Review submittals 9.c .d . 10. and piping has been included and tested.a. start-up. volts for AHU. and submittal information. storage. 9. Identify all modes of operation and any integrated system relationships. attenuation. bring them to the attention of the design team for resolution. List all systems to be commissioned (i. 7.i. 5. Include spaces to document verification that the installation is per project documents and manufacturer's requirements. Once the project is bid and the successful contractors have been identified.e. Meet with the maintenance staff to determine the level of training needed by the staff. if discrepancies are noted. 9. Review final construction documents 6.) and.f . wiring. NEXT. Submit commissioning specifications to the design team for review.) 8..f .5.c . 10. equipment and systems installation. lumens. amps.e.c. Include spaces to document verification of completion of the construction checklists by the contractor. 6. volts.b. sequence of operations information. HVAC. 6. Review control dependencies (i.a. watts for light system. Conduct the final review to verify that the document is clear and the commissioning specifications are referenced correctly. lighting controls..a. Develop contractor checklist 8. . 6. Pre-bid meeting 7.h.

Create the final commissioning plan that outlines the entire commissioning process including the roles and responsibilities as outlined in the specifications.b. 12. Conduct initial on-site commissioning coordination meeting 12.c. Compare the contractor's data and observations to the manufacturers startup and installation information and to the acceptance criteria and knowledge of proper equipment and system operation. Witness contractor startup procedures. Review the commissioning plan and process. and other commissioning process activities. 12. Perform site walks to verify all equipment installations.a. Analyze data with respect to associated equipment. Conduct regularly scheduled on-site commissioning meetings once construction begins. Conduct ongoing commissioning coordination meetings 15. Present the schedule and deliverables. 15. 14. Identify the modes of communication and reporting structure to be used in the commissioning process. Keep meeting minutes and distribute them to the participants.d.a. Conduct more frequent meetings as the project approaches completion.f. 12. Coordinate the commissioning process across all systems.a.g. 15.a. 15. 14. Conduct installation verification 16.a. 12.e . Develop functional performance documents 13.f. Add blanks or check boxes to enter actual measured /witnessed information.e. "Sell" commissioning and work for buy-in by all involved. testing. Monitor contractor start-up and test 14. Compare information to the design and submittal data and to the design team's acceptance criteria. 12.f.c. 12. Create final commissioning plan 11.b. 12. 11. 13. Identify the commissioning team members and their roles and responsibilities. Review contractor-conducted start-up test results to confirm that the contractor has completed all pre- test activities.h. 13. Schedule and coordinate start-ups.d Develop functional test criteria that take the systems through all operational modes and failure modes. 14. Prepare and submit a binder of all functional test procedures for review and comment to the owner. 13. 13. 14. 15. 14. observations. Conduct the commissioning coordination meeting. Review the start-up documentation to determine the level of system readiness for continuation of the commissioning process.b. 15.f.a . Clarify the issues raised by contractor.c.b. 15. 13.d.11.e. . 14. 16. Develop preliminary documents and agenda.c.i. Review specifications and manufacturer's documentation: and submittal information.b . 12. Update and adjust the commissioning plan to support the DID.d. 12. Prepare meeting agenda and invite participants. Prepare and submit report to owner. Introduce the commissioning process to those who are unfamiliar.

19. 21. Verify that equipment. 19. controls.b. Using the construction checklist.d. if any. and assemblies are properly installed and ready for functional testing where applicable. Test or witness testing of a sample of TAB readings and compare data with the balancing report. 21. 21. 17. .c.d. Review the balancing data and evaluate for completion. and emergency procedures). Verify that measured data are within design tolerances. 19. 19. 19.a. Test or witness tests of interrelationships between equipment and systems. 17.c. Review record drawings. 17.d. 19. Verify that issues have been resolved through visual observations. actions taken by whom. 19. Conduct functional performance tests 19.c.a. etc. 20. Prepare and submit a report to the owner.b. 20.c. 21.b.16. Verify that previous issues. Periodically prepare and submit a commissioning issues report to the owner. Conduct some tests using observation and random verification. start-up. Review that documentation is complete and adequate for use by the staff charged with the operation and maintenance of the facility (including parts. Conduct performance-based tests for passive systems and assemblies such as roofs. Re-testing and issue resolution 20. Prepare and submit a revised commissioning issues list to the owner.a. systems. Conduct or witness the functional tests performed in accordance with approved test procedures. Review contractor record documents and operation and maintenance manuals 21. Propose solutions to the owner when issues have not been resolved. verify the information recorded and the contractor's progress. Review balancing report 17. 20.f. 18. and installation verification forms prior to functional testing.f. 18. Verify that functional testing failures have been resolved. Address lessons learned with the contractors at next commissioning coordination meeting.c. Conduct tests to simulate as many potential modes of operation as will fit within the commissioning scope of work for active systems such as HVAC. Record issues on the commissioning issues list. 16. and dates resolved.g. either through retesting or witnessing a successful repeat of the functional test. physical measurements. 16. Review documents in parallel with the design team. 20.e.b. Verify balancing report 18.b. generators. acoustical ceilings. Record commissioning issues on a commissioning issues list and their resolution status. were resolved. or certificates of completion from the contractor. walls. Conduct ongoing reviews of documentation as documents become available.c. 18. 20. Work with the members of the design team to develop and implement appropriate design changes where needed.e. 20. showing issues resolved. such as "comfort in space" testing that includes more that one system.a.b. Review the TAB report to include conformance to project document requirements and standard practices.d. Complete a review of all construction checklists. etc. routine maintenance.a. service.

all official correspondence. 22. 22.e.a. Prepare summary of near warranty-end issues for addition to the final report. operation. Conduct testing near warranty end (typically 10 months past the start of the warranty period).b. 23. Approve the plan and syllabus or recommend improvements. and be used by the operation and maintenance staff. Develop maintenance. Gather training evaluations and recommend to the owner if further training is required. operation and/or energy management manuals (technical systems manuals) to assist the owner.c. in operating and maintaining the facility in an effective. functional testing reports). Conduct a subset of the original test plan to identify potential issues prior to the expiration of the warranty period. nameplate information. 23. Develop an occupant system use manual.d . List supplier's name. 27. 27.e. 25. but not limited to.f .e. 27. and warranty dates. Re-commissioning management manual 24. 27. safe.a. Seasonal testing 26. 23.d. 25. 22. 26. List the manufacturer's recommended maintenance procedures and frequency and the manufacturer's recommended replacement frequency. address. and index. Perform functional testing or witness testing to prove functionality during alternate seasonal peak load conditions to verify that the system will both heat and cool sufficiently. and efficient manner into the future.b.b.d. Final report 25. 26.c. 22. List equipment information (i. Verify the level of training needed by staff and make sure that training requirements are sufficient to prepare staff to maintain. Near warranty-end testing 27. Verify that equipment is still functioning properly several months after installation. filter and belt sizes). 27. Prepare a summary of seasonal testing for addition to the final report. .a.b. Using the operation and maintenance manuals as guides. 23. Store the final report electronically on CD for ease of reference and duplication.c. operate.f. Organize and coordinate training of the operation staff 22. Attend training sessions to verify that training is given in sufficient detail and clarity to be understood and remembered by staff. Develop a document that outlines the process and procedures that will be used to re-commission the facility in the future. Provide training for operation and maintenance staff. 23. Develop and include an executive summary describing the systems as built and installed.a.b.22. Identify any issues that should be resolved prior to warranty end and report to the owner for submittal as a warranty item to the contractor.a. Prepare a final report at the close of the project based on the commissioning plan that includes (1) all previously generated commissioning documentation (including. Develop maintenance. site visit reports.. 25.c. Interview maintenance staff and occupants to get input regarding any issues or quirks. 24. a menu /table of contents. and/or energy management manuals 23.e . and troubleshoot equipment and systems. evaluate the training plan and syllabus. 22. 27.a. and (2) a project summary that identifies any unresolved issues and makes further recommendations.

d. shop drawings.28.b. BCA Essential Attributes 31. 28. submission. etc. BCA Essential Attributes 30. Work with maintenance staff to resolve issues and develop solutions. RFI. ASHRAE Guidelines . Prepare summary of "lessons learned" for addition to the final report. Conduct an occupant survey or interview. Review the facility operation in light of actual facility use. 29.a. 28. 28. 30. including a "lessons-learned" session. USGBC LEED Certification As it relates to Fundamental and Additional Commissioning only. Post-occupancy review 28.c.) 32. Construction document process (protocol.

2-C. What document is most helpful for identifying the acceptance criteria needed when writing functional test procedures? A. One of the commissioning authority's first actions should be to A. Manufacturer’s listing of inspections and testing used on factory testing and acceptance C. project specifications. Design intent 2. ask the supplier to make changes C. B. they discover a technical error. What action should the CA take to address this omission? A. 1. Test inter-relationships between systems and subsystems. ask the mechanical contractor to correct error B. Submit the final commissioning report. Return the report to the contractor with a request to complete the domestic hot water recirculation balance. C. D. A test and balance report has been submitted without documentation of domestic hot water recirculation readings. Request that the mechanical contractor submit a test report for the domestic hot water recirculation system. Owner’s design intent. Test procedures used on the previous project for similar equipment D. 3-A. Commissioning plan D. Architect's program B. Answer Key: 1-D. Review the specification to determine if domestic water systems are included in the test and balance scope. Basis of design C. The commissioning plan on the last project completed for this client 4. reject the submittal with comments on errors 3. B. What documents should be used to develop functional performance tests? A. Reject the report for being incomplete. document the error and inform the commissioning team D. Functional performance testing of the specified components has been successfully completed. industry guidelines. D. 5-C . While reviewing submittals. and approved submittals B. The commissioning authority has been given a complete set of project drawings and specifications. 4-B. Perform owner training. Recommend beneficial occupancy. C. 5. What is the next step in the commissioning process? A.Appendix B: Sample Questions Please note that the difficulty of these sample questions may not be representative of the overall difficulty of the examination.