Thursday, May 1, 2025

Preliminary Technical Program

Final program will be released in early January.

Attendees earn AIA LU, USGBC LEED General Education, CxA and EMP continuing education credits for presentations.

Distributed Generation, Energy Storage and Interoperability Vehicle to Grid (V2G) Technology and Electric Vehicle (EV) Charging Systems Cx

Mark Siira, IEEE Standards Committee 21
Wayne Stec, IEEE Standards Committee 21

Electric vehicle fast-charging plazas are complexes integrating a wide variety of digital technologies and hardware/software, as well as grid interfaces requiring significant operational coordination. These plazas need sophisticated energy management systems to make a seamless and safe interconnection to the electric grid. This presentation will delve into technical design development and commissioning process details of this emerging mainstream public technology.

Learning Objectives:
• Understand the concept and value of emerging V2G technology.
• Discover interface details required between charging plaza equipment and the general control guidelines.
• Review guidelines for successful installation and commissioning.
• Understand the concept of bi-directional charging and its impact on the grid.
• Provide general guidance for successful design, installation, operation and maintenance of EV charging plazas.
• Learn what is required to accomplish user-friendly EV charging station operation.

Leveraging Technology for Efficient Data Collection in Energy Audits

Hardik Miyani, P.E., CEM, CPHC, CRE, LEED GA, Baumann Consulting
Jacob Terry, CxAlloy

This session explores how CxAlloy streamlines data collection during energy audits, improving accuracy and efficiency. Attendees will learn how this commissioning and project management tool centralizes data, enhances collaboration, and ensures accurate documentation. Real-world case studies will highlight its impact on audit processes, providing practical strategies for optimizing energy audits.

Learning Objectives:

  • Understand the functionalities of CxAlloy and how it supports data collection during energy audits.
  • Apply best practices for utilizing CxAlloy to improve communication and collaboration among audit teams.
  • Analyze case studies that demonstrate the successful integration of CxAlloy into energy audit processes, resulting in improved project outcomes.
  • Develop strategies to incorporate CxAlloy into their own auditing practices to increase efficiency and accuracy in data management.

The Essential Role of Commissioning in Complex Technology Systems

Noelle Thornton, P.E., CxA, BCxP, CannonDesign
Brett Farbstein, LEED AP, CEM, CBCP, EBCP, CannonDesign

Commissioning technology systems is an important and often overlooked process. It is not mandated in any codes or standards. However, many buildings have complicated systems that can benefit from the commissioning process. In this presentation, we will discuss commissioning of audio / visual Systems, public address systems, and access control systems, as well as when commissioning may be an important service.

Learning Objectives:

  • Understand the value of commissioning technology systems.
  • Understand the process for commissioning various technology systems.
  • Evaluate additional technology options for specific building types.
  • Recognize common problems in technology systems that have not been commissioned.

Sustainable Design + High-Performance Commissioning = Zero at the Meter (Achieving True Net Zero)

Charles Jackson, P.E., CxA, PMP, CEM, LEED AP, CMTA
Brian Atkinson, CxA, Well AP, Sustainable Building Partners

It takes the entire project team to truly achieve net zero for a facility and to meet the widely accepted and brand new Zero Emissions Standard developed by the Department of Energy and ASHRAE. This presentation will highlight successful examples of net zero realization and the challenges encountered along the way.

Learning Objectives

  • Learn the importance of focusing on sustainable design, with an emphasis on energy modeling and targeted EUI
  • Explore the challenges of pursuing Net Zero and how a well-designed building does not always operate as expected
  • Understand high-performance commissioning and what it takes to get to Net Zero/Zero Emissions
  • Assess and refine strategies for post-occupancy performance

Case Study: Mission-Critical Cx – Streamlining Airport Projects with Visual Cx Tools

Thomas Jarloev, CxPlanner

Copenhagen Airports previously managed projects with Excel sheets, leading to issues and delays. A new commissioning process was developed to improve projects and quality. This Cx process now supports over 100 projects per year, valued at over $150M, using digital tools like Gantt charts and Kanban boards. This presentation shows how these tools are used and how they enhance collaboration.

Learning Objectives:

  • Learn how to use tables, floor plans, Gantt charts, and Kanban boards to make Cx activities more transparent and actionable.
  • Explore how to incorporate design reviews into every phase of a project, improving accuracy and efficiency with modern tools.
  • Understand how Cx activities can be embedded into Gantt charts to document progress and ensure adequate time is allocated for commissioning.
  • Summarize how to secure buy-in from contractors and stakeholders to ensure adoption of the commissioning process.

Collaboration Through the TAB Process

Alvin Beddingfield, Jr., TBE, Engineered Air Balance Co., Inc.

An informational session to focus on the obstacles encountered during the construction and TAB process of a visual performance art center and administration building. We will discuss challenges associated with the TAB process on a non-typical building designed with numerous elevation changes and specialty finishes. I will highlight the strategies we employed to overcome them.

Learning Objectives:

  • Understand the challenges associated with performing TAB services on a visual performance arts center or administration building.
  • Examine the importance of collaborating with the general contractor, owner, design team, and subcontractors in a lesson-learned format for participants on future projects.
  • Understand the importance of site visit observations to determine the readiness of finishes and to identify potential issues that will impact the TAB Process and project schedule.
  • Gain an understanding of the TAB measurement process on a non-typical building and methods used to provide proper data collection.

Unleashing the Power of Resilient Retrofits

Stevan Vinci, CET, LEED Fellow, LFA, BECxP, CxA+BE, Glumac
Jamie McKay, P.E., BECxP, LEED Fellow, Glumac

Dive into the high-performance building revolution with us as we untap the potential of existing buildings. These structures, often overlooked in the new construction race for energy efficiency, hold the key to reducing our carbon footprint. Whether you are pursuing a building certification or planning a deep energy retrofit, our session will equip you with a holistic approach to asset renewal.

Learning Objectives:

  • Understand the importance of existing buildings and gain a deep understanding of the role existing buildings play in our urban landscapes and their potential for reducing our carbon footprint.
  • Get acquainted with the latest industry standards like PHIUS REVIVE, and LEED v5 Operations and Maintenance that are shaping the future of building performance.
  • Learn about the shift from mechanical efficiency to passive strategies, leading to passive survivability and greater resilience.
  • Recognize the impact of building envelope and discover how building envelope improvements can significantly influence a building’s energy efficiency, emissions reduction, and overall performance.

Training 101: The Basics for Establishing a Project's Training Program

John Anthony Hitsos, P.E., CxA, Jacobs Cx Manager

To ensure a new facility’s equipment is properly operated, utilized, and maintained, an organized and well-planned training program is required. Although a primary function of the contractor and vendor, it often falls to the CxA to establish, monitor, and document the training program. Creating a training program begins with design specs and follows through test and documentation completion.

Learning Objectives:

  • Understand the basics involved with setting up a Project Training Program.
  • Understand what training info to include in Project Specifications and the Cx Plan.
  • Define and obtain training agendas that meet project-specific requirements.
  • Determine when to schedule training.
  • Evaluate whether a training program has been delivered successfully.

Who Is My Client and Where Does My Responsibility Land? Ethical Dilemmas For Commissioning Providers

Chris S. Smith, P.E., CxA, EMP, LEED AP, GGP Jacobs
Bill Hardiman, P.E., CxA, Jacobs

The commissioning process can be applied to many types of projects and is often contracted through a variety of methods. Commissioning providers are called upon to navigate multiple, and often complicated, relationships. While navigating projects, the commissioning provider can be faced with difficult situations that call into question the path they should take in executing their duties.

Learning Objectives:

  • Identify the ethical responsibility of the commissioning provider under various contracting relationships.
  • Understand the ethical responsibility of the commissioning provider related to value engineering and resolution of corrective issues.
  • Identify how ethics can impact communications between members of the commissioning team.
  • Understand the difference between owners and end users and the ethical responsibilities and conflicts that can arise with differing interests.

Building Decarbonization: Key Issues and Solutions for Occupancy, Wellness and Sustainability

Al LaPera, CxA, EMP, LEED AP, Kimley Horn Associates

As the climate change impacts of building construction and operation become clearer and clearer, building designers, architects, and engineers need to take immediate action. Sustainable buildings are crucial to our future. The understanding of the carbon content of what makes up buildings, both embodied and operational, is essential. There are numerous decisions that must be made in the process of visioning and designing a building to reduce carbon content, especially the embodied carbon. This course covers the key issues of decarbonizing the building, as well as specific steps to be taken to reduce the greenhouse gas emissions from the building industry. The discussion will include recent research on buildings and embodied carbon, focusing on increasing sustainability. Presenters will demonstrate how engineers, architects, and owners can leverage their roles and the available tools to reduce the EC content of their buildings. Includes options for embodied carbon reduction and contributions of Architecture 2030 and the SE 2050 challenge.

Learning Objectives:

  • Define what “decarbonizing” a building project means, including explaining key terms such as “embodied carbon” and “net zero carbon”.
  • Use key approaches in building design, material selection and specification to reduce the embodied carbon in the building envelope and structure. Also explain the available embodied carbon tools.
  • Employ beneficial electrification to reduce buildings’ operational carbon dioxide emissions.
  • Design to meet building performance standards as more local jurisdictions adopt these practices to meet community greenhouse gas emission reduction goals.

DOE’s Existing Building Commissioning Catalyzer: Lessons Learned from the Front Lines of Building Performance Standards (BPS) Policies

Joshua Kace, Lawrence Berkeley National Laboratory

The DOE’s EBCx Catalyzer has been working with jurisdictions, building owners, utilities, and commissioning providers to position EBCx as the first line of defense towards Building Performance Standards (BPS) compliance and success. This session will talk through efforts across the U.S. where the EBCx Catalyzer looks to drive increased commissioning activities in support of ongoing building energy.

Learning Objectives:

  • Understand the basics of BPS policies and variations that exist across the country.
  • Understand how to take advantage of EBCx market opportunities created by BPS implementation.
  • Show how commissioning can adapt to the specifics of BPS policies to maximize success for owners and providers.
  • Learn how to talk to building owners about what commissioning can and can’t do with regards to managing BPS compliance.

Building Owner Commissioning Process (BOCx)

James Magee, CxA, EMP, MACx Consulting

No singular solution meets the needs of every or even any building owner. Our quest to demystify the vagaries of building systems Cx begins with organizing and consolidating references to meet the specific high-speed daily schedules if our clients. Building Owner Cx presents a plan to provide lasting owner and owner vendor roles and responsibilities understanding.

Learning Objectives:

  • Understand the resources available through the ACG Building Systems Commissioning Guideline and its source references from ASHRAE.
  • Learn about the ASHRAE commissioning process appendix and other online resources.
  • Develop owner perspective tools to support roles and responsibilities training.
  • Apply ACG-ASHRAE resources to continuing education of clients and their vendors to avoid redundancy and enhance the value of single project and portfolio customer Cx interactions.

Creative BECx Protocols, Mock-up Testing, and Examples of Some Lessons Learned

Stephen Seller, P.Eng., EIT, BECxP+BE, Massachusetts Institute of Technology
Jeffrey Ng, AIA, LEED AP, Intertek

This course will present BECx lessons learned from projects, as well as a discussion of mock-up testing. It will cover an interesting unconventional test method for one of a kind components and samples of unique test strategies developed to confirm BECx components when field conflicts occur. Mock-up testing is an invaluable tool that we use to allow onsite pre-testing before components are installed on the main buildings.

Learning Objectives:

  • Discover examples of how both large and sometimes simple issues can save a huge amount of hardship.
  • Identify how BECx can be adapted to confirm the performance of unique systems or situations.
  • Understand how BE mockups are critical to the final building.
  • Learn how to work with BECxPs to understand objectives, test protocols and finally developing proper testing requirements for one of a kind projects.

Cracking the Code: Tackling the Toughest Challenges in HVAC Flow Measurement

Al LaPera, CxA, EMP, LEED AP, Kimley Horn Associates
Eugene Sollog, ONICON

Flow measurement is crucial for optimizing HVAC systems, but industry experts often encounter challenges that can impede efficiency and performance. This panel discussion aims to take a deep dive into the most common problems faced by professionals in the field, share valuable insights into overcoming these obstacles, and provide practical solutions and strategies for improving flow measurement practices in HVAC systems. Drawing on real-world experiences and case studies, our panel of seasoned experts will tackle key issues such as:

Learning Objectives:

• Identifying the right flow meter and technology for the application and explaining issues that can arise from poor selection.
• Common integration difficulties and solutions including straight run limitations, retrofitting, and identifying ideal placement for flow measurement devices.
• Accuracy and calibration – common pitfalls in achieving precise measurements and the impact of calibration errors on system performance.
• Lessons learned based on real-world applications and conditions will be discussed.

Commissioning Charlotte's First All-Electric Firehouse: Charlotte Firehouse No. 30

Wally Ray, P.E., LEED AP, TLC Engineering Solutions
Will Page, TLC Engineering Solutions
Heather Bolick, City of Charlotte
Andrew Shuster, BPL Enclosure

TLC Engineering Solutions and BPL Enclosures are providing design review and commissioning of a new two-story firehouse. Scheduled for April 2025 completion, this firehouse will be a LEED-certified space and is among the first all-electric, zero carbon facilities for the City of Charlotte.

Learning Objectives:

  • Understand the goals behind Charlotte’s first all-electric fire station and how those goals relate to the city’s electrification and decarbonization goals.
  • Plan for the challenges and opportunities related to commissioning an all-electric building.
  • Understand how building envelope commissioning ties into overall building performance and the overall commissioning process.
  • Understand the impact of LEED certification in the design and commissioning approach.

Leveraging “Golden Opportunities” – UGA Energy Utility Master Planning Case Study

Jason Perry, CEM, University of Georgia
Ben Dombrowski, Jacobs

This presentation will explore a unique opportunity at the University of Georgia and the “golden opportunities” at the alignment of campus goals. We will look at conditions that drove scenario creation, how nexus points were identified, and the creation of an actionable roadmap to modernize the campus thermal utility infrastructure.

Learning Objectives:

  • Understand the importance of thorough stakeholder engagement.
  • Think differently about untapped resources.
  • Appreciate the scale and complexity of such an undertaking.
  • Understand the broad range of factors required to evaluate viability of future scenarios.

A Proactive Approach to Functional Testing: The Power of PVTs

Alex Kozinets, Facility Grid
Stephen Seller, P.Eng., EIT, BECxP+BE, Massachusetts Institute of Technology

Discover the power of pre-verification tests (PVTs) in preventing common pitfalls and ensuring project success. PVTs align teams, buy scope, and reduce finger-pointing by verifying system readiness before functional testing. Hear real-world stories from MIT on how PVTs catch issues early, preventing costly rework and failed tests. Join us to discuss how PVTs are transforming construction.

Learning Objectives:

  • Understand the role of pre-verification tests (PVTs) and how they differ from functional tests.
  • Learn how PVTs can help prevent common issues that lead to failed tests and costly rework.
  • Discover how PVTs help align teams, clarify scope, and eliminate finger-pointing on construction projects.
  • Hear real-world insights on the impact of PVTs from a client’s perspective.

Charlotte Airport Expansion Commissioning: Cx Between Flights

Wade Conlan, P.E., CxA, LEED AP, Hanson Professional Services
Christa Barsanti, EI, Hanson Professional Services

Commissioning expansion projects can be difficult to work around the operations of an existing facility, which only gets heightened when the facility is an active airport and the project is a 190,000 square foot expansion of an existing terminal. This session will discuss the scheduling issues for testing certain systems, such as emergency power, baggage handling, and air handling units.

Learning Objectives:

  • Understand the impact of the active airport security on testing schedule and process.
  • Understand the process for testing baggage handling systems.
  • Understand the impact of the Cx tasks scheduling for an active airport.
  • Understand functional performance testing of unique systems for airports.

North Carolina's Implementation of Carbon Reduction Goals at the NC Utilities Commission

Ethan Blumenthal, North Carolina Sustainable Energy Association
Hannah Elliott, Renu Energy Solutions

This presentation will discuss the ongoing implementation of House Bill 951 and its carbon reduction mandates for the electricity sector, along with various customer programs currently offered by Duke Energy.

Learning Objectives:

  • Learn the key decarbonization updates happening before the NCUC.
  • Learn about DSM/EE program updates and new programs being developed
  • Understand the role the NCUC plays in building decarbonization efforts.
  • Learn more about existing obstacles to decarbonization in the long run

Importance of AI in the Utility and Facility Management Industries

Robert Knoedler, P.E., CxA, EMP, Hanson Professional Services

The world’s appetite for energy continues to grow with estimates of a 60% increase above current demands by 2050. Driven by governments’ push toward electrification, the transition to renewable energy must accelerate to have any hope in reducing greenhouse gas emissions (GGE) in line with global decarbonization goals. This transition will require an evolution in the electrical utility industry, requiring management of many more distributed energy assets (DER), involving variable generation and storage. Concurrently, with buildings and facilities accounting for approximately 40% of energy consumption, concerted efforts will be required to reduce demand and increase efficiency. Enter artificial intelligence (AI) and its ability to collect, collate, and analyze massive amounts of data. The panel will discuss the various ways AI is being employed to assist utilities and facility managers to improve grid performance and ensure optimum performance of facility systems.

Learning Objectives:

  • How AI is being employed in the utility industry to help manage DER assets and increase resiliency and security
  • The various ways AI can assist facility managers in monitoring and analyzing the multitude of data available from IoT devices and various sensors through ongoing / monitoring-based Cx, incorporating fault detection and diagnostics (FDD).
  • Available offerings of AI systems and their associated application and features
  • Recommendations for implementation of AI and the associated requirements regarding upskilling (training and management by FM staff).

Case Study: Implementing automated BAS Cx in Schools and Campuses

Saheel Chandrani, PingCx

A school district facing aging infrastructure and expansion plans implemented a district-wide
Building Management System using Niagara and PingCx Autonomous Commissioning software. The solution enabled real-time testing & validation, standardized commissioning processes, and automated documentation across multiple buildings. Results showed 50% faster completion time, reduced labor costs, and comprehensive system verification, providing a smooth handover for new school construction projects.

Learning Objectives:

  • Define the autonomous commissioning process designed primarily for BAS and HVAC systems to overcome current time and labor-related constraints.
  • Implement and deliver Lifecycle CommissioningTM
  • Create recurring revenue for CxP firms.
  • Understand from case studies the successful use of these technologies in real-world applications that have improved the outcomes for the Building Owner.

Specifying Duct Leakage - Percent Leakage vs Leakage Class

Gaylon Richardson, TBE, CxA, Engineered Air Balance Council
Mike Kelly, TBE, CxA, American Testing, Inc.

Energy efficiency is a main concern for HVAC systems relating to Duct system leakage. The concerning question is how the engineer specifies duct leakage in specifications.

Learning Objectives:

  • Know and understand the different standards : AABC Leakage Standards / SMACNA Seal Class A / ASHRAE 90.1 / California Uniform Mechanical Code
  • Be familiar with how to decipher the allowed leakage rate when using SMACNA leakage class
  • Able to do a comparison of AABC %leakage standards to System Test CFM vs Duct Section CFM (Cumulative leakage rate) utilizing actual rates.
  • Be able to explain the considerations for Energy Loses & Cost.

Test, Adjust & Balance; Lessons Learned for Engineers, Cx & Energy Providers

Brian Venn, TBE, CxA, Mechanical Testing

Testing, Adjusting and Balancing (TAB) is a process utilized for heating, ventilating, and air-conditioning (HVAC) and related systems to optimize system performance and prove that design intent has been met. Equipment selection, improper and proper use of TAB instrumentation, system layout for testing and maintenance access, document review strategies, defining meaningful and useful TAB data, incorporating new industry product technologies, and project scheduling issues are all common challenges that a TAB provider encounters. This article offers solutions and ideas to help overcome these challenges, for the benefit of the design professional, construction team, commissioning provider and ultimately the building owner.

Learning Objectives:

  • Understand the proper use, application, and limitations of the TAB instrumentation.
  • Understand what is accurate, useful and meaningful data that is obtained in the field vs. laboratory data for use on their project.
  • Gain an understanding of HVAC systems and the TAB/measurement process; how can systems be set up to allow for proper data collection.
  • Promote a project team approach to address schedule challenges, design alternatives as it relates to balancing device types/locations, equipment usage and HVAC system operation.

With Great Power Comes Great Redundancy: Lessons Learned from Commissioning New Stuff in Existing Data Centers

Mark Gelfo, PE, CxA, EMP, LEED Fellow, TLC Engineering Solutions
Jay Martin, P.E., CxA, CEM, LEED AP BD+C, TLC Engineering Solutions
Michael Umscheid, DPR

99.99% reliability is not enough for data centers facing ever increasing demands for additional capacity, reliability, and efficiency while replacing older electrical systems with newer more reliable equipment. We will present commissioning case studies of recent data centers that replaced & added key components of their electrical infrastructure while maintaining 100% uptime.

Learning Objectives:

  • Understand the industry standard processes and terminology associated with data center commissioning, which are not always the same as those outlined by ASHRAE Guideline 0
  • Understand and implement effective UPS testing strategies that can lead to improved reliability, reduced downtime, and optimized operational efficiency in data center environments.
  • Gain insights into effective project management strategies, the importance of collaboration among stakeholders, and the future trends shaping data center power systems.
  • Apply lessons learned from the case studies presented to their next commissioning project

Case Study: Commissioning a Chip Manufacturing Plant

Derek De Jesus, CxA, Derek De Jesus, LLC
Earl Laflamme, CxA, Catalyst Commissioning
Mike Lewis, P.E., WolfSpeed

Hear from the owner and contractor Cx teams as they discuss the commissioning process for a chip manufacturing plant outside of Charlotte, NC. This project was a fast-tracked, multi-phase, DOE-funded green field site that used the IPD approach and owner-furnished/contractor-installed equipment. Presenters will discuss project challenges such as communication between owner and GC Cx teams, action-item tracking, balancing construction schedule with meeting production needs, and more, as well as lessons learned in the process.

Learning Objectives:

  • Understand how to effectively source and engage Quality and Cx teams in integrated project delivery.
  • Understand the Quality and Cx goals in an OFE (OFCI) delivery model.
  • Understand the challenges of integrated project delivery.
  • Apply lessons learned in future integrated projects.

Thursday, May 2, 2025

Thursday, May 1, 2025

Leveraging Technology for Efficient Data Collection in Energy Audits

Hardik Miyani, P.E., CEM, CPHC, CRE, LEED GA, Baumann Consulting
Jacob Terry, CxAlloy

This session explores how CxAlloy streamlines data collection during energy audits, improving accuracy and efficiency. Attendees will learn how this commissioning and project management tool centralizes data, enhances collaboration, and ensures accurate documentation. Real-world case studies will highlight its impact on audit processes, providing practical strategies for optimizing energy audits.

Learning Objectives:

  • Understand the functionalities of CxAlloy and how it supports data collection during energy audits.
  • Apply best practices for utilizing CxAlloy to improve communication and collaboration among audit teams.
  • Analyze case studies that demonstrate the successful integration of CxAlloy into energy audit processes, resulting in improved project outcomes.
  • Develop strategies to incorporate CxAlloy into their own auditing practices to increase efficiency and accuracy in data management.

The Essential Role of Commissioning in Complex Technology Systems

Noelle Thornton, P.E., CxA, BCxP, CannonDesign
Brett Farbstein, LEED AP, CEM, CBCP, EBCP, CannonDesign

Commissioning technology systems is an important and often overlooked process. It is not mandated in any codes or standards. However, many buildings have complicated systems that can benefit from the commissioning process. In this presentation, we will discuss commissioning of audio / visual Systems, public address systems, and access control systems, as well as when commissioning may be an important service.

Learning Objectives:

  • Understand the value of commissioning technology systems.
  • Understand the process for commissioning various technology systems.
  • Evaluate additional technology options for specific building types.
  • Recognize common problems in technology systems that have not been commissioned.

Sustainable Design + High-Performance Commissioning = Zero at the Meter (Achieving True Net Zero)

Charles Jackson, P.E., CxA, PMP, CEM, LEED AP, CMTA
Brian Atkinson, CxA, Well AP, Sustainable Building Partners

It takes the entire project team to truly achieve net zero for a facility and to meet the widely accepted and brand new Zero Emissions Standard developed by the Department of Energy and ASHRAE. This presentation will highlight successful examples of net zero realization and the challenges encountered along the way.

Learning Objectives

  • Learn the importance of focusing on sustainable design, with an emphasis on energy modeling and targeted EUI
  • Explore the challenges of pursuing Net Zero and how a well-designed building does not always operate as expected
  • Understand high-performance commissioning and what it takes to get to Net Zero/Zero Emissions
  • Assess and refine strategies for post-occupancy performance

Case Study: Mission-Critical Cx – Streamlining Airport Projects with Visual Cx Tools

Thomas Jarloev, CxPlanner

Copenhagen Airports previously managed projects with Excel sheets, leading to issues and delays. A new commissioning process was developed to improve projects and quality. This Cx process now supports over 100 projects per year, valued at over $150M, using digital tools like Gantt charts and Kanban boards. This presentation shows how these tools are used and how they enhance collaboration.

Learning Objectives:

  • Learn how to use tables, floor plans, Gantt charts, and Kanban boards to make Cx activities more transparent and actionable.
  • Explore how to incorporate design reviews into every phase of a project, improving accuracy and efficiency with modern tools.
  • Understand how Cx activities can be embedded into Gantt charts to document progress and ensure adequate time is allocated for commissioning.
  • Summarize how to secure buy-in from contractors and stakeholders to ensure adoption of the commissioning process.

Unleashing the Power of Resilient Retrofits

Stevan Vinci, CET, LEED Fellow, LFA, BECxP, CxA+BE, Glumac
Jamie McKay, P.E., BECxP, LEED Fellow, Glumac

Dive into the high-performance building revolution with us as we untap the potential of existing buildings. These structures, often overlooked in the new construction race for energy efficiency, hold the key to reducing our carbon footprint. Whether you are pursuing a building certification or planning a deep energy retrofit, our session will equip you with a holistic approach to asset renewal.

Learning Objectives:

  • Understand the importance of existing buildings and gain a deep understanding of the role existing buildings play in our urban landscapes and their potential for reducing our carbon footprint.
  • Get acquainted with the latest industry standards like PHIUS REVIVE, and LEED v5 Operations and Maintenance that are shaping the future of building performance.
  • Learn about the shift from mechanical efficiency to passive strategies, leading to passive survivability and greater resilience.
  • Recognize the impact of building envelope and discover how building envelope improvements can significantly influence a building’s energy efficiency, emissions reduction, and overall performance.

Who Is My Client and Where Does My Responsibility Land? Ethical Dilemmas For Commissioning Providers

Chris S. Smith, P.E., CxA, EMP, LEED AP, GGP Jacobs
Bill Hardiman, P.E., CxA, Jacobs

The commissioning process can be applied to many types of projects and is often contracted through a variety of methods. Commissioning providers are called upon to navigate multiple, and often complicated, relationships. While navigating projects, the commissioning provider can be faced with difficult situations that call into question the path they should take in executing their duties.

Learning Objectives:

  • Identify the ethical responsibility of the commissioning provider under various contracting relationships.
  • Understand the ethical responsibility of the commissioning provider related to value engineering and resolution of corrective issues.
  • Identify how ethics can impact communications between members of the commissioning team.
  • Understand the difference between owners and end users and the ethical responsibilities and conflicts that can arise with differing interests.