BUILDING COMMISSIONING CERTIFICATION BOARD€¦ · Web view2013/06/01 · Certified Commissioning Firm (CCF) APPLICATION Building Commissioning Certification Board (BCCB) 1600 NW

Certified Commissioning Firm (CCF)

APPLICATION

Building Commissioning Certification Board (BCCB)1600 NW Compton Drive, Suite 200

Beaverton, OR 97006

Phone: 1 (877) 666-2292 E-mail: [email protected]

Web Site: www.bcxa.org

APPLICATION INSTRUCTIONS

Download the application, fill it out, and submit it by email to [email protected]. Appendix B shall be emailed or mailed to the Building Commissioning Certification Board (BCCB) by the client reference.

The instructions and requirements on this application should be read in their entirety prior to submittal. Application fees will not be refunded.

This application form must be completed in its entirety including all required supporting documentation to be considered by the BCCB.

mailto:[email protected]

I. APPLICATION STATUS

Date of application submission: Click here to enter a date.

Please check one of the two statements below.

☐ This is the firm’s first application for the Certified Commissioning Firm (CCF) credential.

☐ The firm has previously applied for this credential.

Date of last application (mm/yyyy Click here to enter text.)

Reason you are reapplying:

☐ Firm submitted an incomplete application or did not pay the full application fee.

☐ The BCCB determined the firm was ineligible when it reviewed the application.

Explain briefly why you feel the firm will now be found eligible for certification:Click here to enter text.

☐ The firm previously earned this credential but did not renew the certification.

Explain briefly why the credential was allowed to lapse:Click here to enter text.

Certified Commissioning Firm Application Form Rev. 12/2013 Page 1

II. SELF-DETERMINATION OF ELIGIBILITY

Before completing the rest of this application, please answer the questions in this section, which are designed to assist the firm with determining whether the minimum requirements have been met to be eligible for certification. Please complete Parts A, and B below to find out if you meet the requirements of the Certified Commissioning Firm (CCF) Program.

This section is included for the sole purpose of helping to make a reasonable determination of whether you should proceed with this application. The firm is not guaranteed admission to candidacy solely on the basis of the answers to the questions in this section. The BCCB will evaluate your entire application and make a final determination of your eligibility. The decision of the BCCB will be final.

Part A. General Qualifying Criteria

1. Does the firm employ a minimum of one full-time Certified Commissioning Professional (CCP)?

2. Has the firm been providing commissioning services for a minimum of 24 months with no current bankruptcy filings or commissioning contract terminations for cause?

☐Yes ☐No

☐Yes ☐No

3. Has the firm completed a minimum of 3 qualified commissioning projects? (See below for details on project qualifications.)

☐Yes ☐No

4. Does the firm adhere to the BCA Essential Attributes? (See page 8.) ☐Yes ☐No

Part B. Commissioning Project Experience and References

Has your firm completed—as the lead commissioning firm, involved from project design through end of construction—three or more qualifying commissioning projects for new construction, existing building, or major renovations of buildings with a cumulative total of at least 150,000 square feet and having a construction value of at least $30 million? (See the details about qualifying projects and references below before responding.)

☐Yes ☐No

If you answered “no” to any question above, your firm is not currently eligible for certification. Please do not submit an application at this time.

Qualifying Commissioning Projects:

Select at least three (3) projects for new construction, existing building, or major renovations on which the firm served as the lead commissioning firm from project design through end of construction. The buildings, considered together, must total at least 150,000 square feet in size and have a total construction value of at least $30 million. If necessary, you may add additional projects to meet the square footage and dollar value minimums.

A qualifying commissioning project is defined as a project where the firm has served as commissioning provider firm and performed the Essential Work Scope items for each project. Please note that in order to count as one (1) qualified project all Essential Work Scope items must have been performed. Some projects may not contain all Essential Work Scope items; therefore applicants may choose to combine projects, no more than two, for a single qualifying project. When combined, the lesser of the two square footage and construction


values will be used toward the square footage and construction value minimums. When combined, these two separate projects must include all Essential Work Scope items and a separate client reference is required for each. The minimums listed above for square footage and construction value must be met for each of the Essential Work Scope items cumulatively across the three or more projects. For each qualifying project the Project Experience Form (Appendix A) and Client Reference Form (Appendix B) must be completed and returned to the BCCB.

Essential Work Scope items include:1. Construction document level review done

prior to completion of the issuance of construction documents.

2. Commissioning specification development3. Final commissioning plan development4. Functional performance test document

development

5. Equipment installation verification on site and appropriate documentation development

6. Functional performance testing on site7. Final commissioning report development8. Existing building projects add: Post-

installation measurement & verification

Existing building commissioning experience may be submitted as a qualifying project provided it meets the Essential Scope. The intent is that the firm also has some experience in new building commissioning. New building commissioning experience will likely be required in order to meet the square footage and construction value requirements of the submitted projects. Regardless of new or existing building experience, the applicant may submit as many projects as necessary to achieve these requirements.

Projects Submitted by CCP: If the on-staff CCP submitted projects and references while employed at the applying firm, those projects and references may be used to complete this application requirement. A minimum of one project must have been completed within the last 24 months. For example if the CCP was certified more than two year ago two of the projects from that application can be used and one recent project and reference must be submitted. CCP materials need not be resubmitted; project names should be referenced on page 6 of this application.

Definition of Major Renovation: A major renovation may include, but is not limited to, the replacement of the building envelope, lighting system, HVAC system, and other systems that have substantial impact on energy usage. It is a renovation that costs more than 25% of the building’s replacement value.

Client References:

Obtain a client reference for each of the qualifying projects submitted via the Project Experience Form (Appendix A). If the firm worked on more than one qualifying project for the same client, you must obtain a reference from a different person for each project. At least one of the client references must be a direct representative of the facility owner. Each reference must complete a Client Reference Form (Appendix B) and return it to the BCCB. You must attach a copy of Appendix A to Appendix B and send it to your reference who will verify the information provided on Appendix A. References must submit their form to the BCCB directly. Please enter the firm’s name on the top line of the form before giving it to your references. You have the option of entering an application deadline on your reference form. This date is irrelevant to the BCCB but has been included if you believe your reference will be more responsive if given a deadline.

You are responsible for distributing the forms to your references and ensuring that they are received by the BCCB. Please check with your references or with the BCCB to verify that the forms have been submitted.


III. GENERAL APPLICANT INFORMATION

Firm Name: Click here to enter text.

Former Name (if applicable): Click here to enter text.

Principle Business of Company: Click here to enter text.

Year Incorporated: YYYY Year Commissioning Services 1st Offered: YYYY

# of Employees: Enter # # of Employees Providing Cx Services: Enter # # of Branch Offices: Enter #

Does the Company Provide Commissioning Services Internationally? ☐Yes ☐No

Headquarters Mailing Address: Click here to enter text.

Telephone number: Click here to enter text.

Website Address: Click here to enter text.

Is the firm a BCA Corporate Member? ☐Yes ☐No

Preferred name as it should be printed on the CCF certificate: Click here to enter text.

Primary Contact Name*: Click here to enter text.

Primary Contact Position/Title: Click here to enter text.

Primary Contact Email: Click here to enter text.

Primary Contact Phone: Click here to enter text.

*Please note that it is the responsibility of the firm to notify the BCCB of a change in contact information. Notifications regarding the application status will be sent to the contact provided unless otherwise notified. Additionally, future reminders of renewal deadlines will be sent to the contact provided.


IV. CCP ON STAFF

Please provide the name and contact information for the designated CCP on staff and a brief description of their role in evaluating commissioning work completed by the firm. A minimum of one CCP is required to be on staff to earn this designation.

CCP Name: Click here to enter text.

Title: Click here to enter text.

Phone: Click here to enter text. Email: Click here to enter text.

Description of CCP’s duties: Click here to enter text.

Are projects and references from the CCP’s individual application being used as project submissions for this application? ☐Yes ☐No

If “Yes,” please provide the project name(s): Click here to enter text.

These project materials do not need to be resubmitted, the BCCB has them on file with the CCP application.

If the firm has additional CCPs on staff, please provide additional sheets with information in the same format as above.

It is the firm’s responsibility to notify the BCCB if the designated CCP on staff has left and provide details of how another CCP will be found (e.g. hiring a CCP or having an existing staff member earn the CCP). An active CCP must be on staff at time of renewal or the CCF designation will be suspended.


V. CONTINUING EDUCATION

Please describe the company’s policy toward providing employees in the commissioning sector with continuing education opportunities. You may provide high level sample materials.

Click here to enter text.

VI. ADHERENCE TO BCA ESSENTIAL ATTRIBUTES

Please describe the company’s strategy for distributing and implementing the BCA Essential Attributes (see page 8), specifically among staff at remote offices (if applicable). You may submit applicable supporting documentation such as a quality control policy, staff checklist or sample proposal.



VII. PROFESSIONAL CREDENTIALS

List all professional credentials employees hold that are relevant to the firm’s work in building commissioning. Include licenses, certifications, accreditations, and other programs for which you were awarded a credential.

Designation Awarding Jurisdiction, Agency, Association, or Organization

Earliest Year

Awarded

# of Employees Holding this Designation

Designation Name Year #












VIII. PROFESSIONAL MEMBERSHIPS

List professional associations, trade associations, and other organizations in which the firm or employees currently hold membership and which are relevant to the firm’s work in building commissioning. Do not include organizations with which you are no longer affiliated.

Organization Member since

Click here to enter text. YYYY












IX. BUILDING COMMISSIONING AND RELATED EXPERIENCE

Tell us about the firm’s commissioning-related professional experience.

A. Approximate number of buildings commissioned per year

☐1-5☐6-15☐16-30

☐31-50☐51-100☐101-200

☐201 or more

B. Within the past 24 months, what approximate percentage of the firm’s commissioning work can be attributed to the following category (should equal 100%)?

Enter %. % Public sectorEnter %. % Private sector

Enter %. % Other Specify

C. Within the past 24 months, what approximate percentage of the firm’s commissioning work can be attributed to the following category (should equal 100%)?

Enter %. % Small buildings (0-50,000 square feet)Enter %. % Medium buildings (50,000-100,000 square feet)

Enter %. % Large buildings (100,000+ square feet)

D. Within the past 24 months, what approximate percentage of the firm’s commissioning work can be attributed to the following category (should equal 100%)?

Enter %. % New building commissioningEnter %. % Major building renovationEnter %. % Existing building commissioning

Enter %. % Other Specify

E. Technical specialty area(s) (Check all that apply.)

☐ Design ☐ Building envelope☐ Mechanical systems ☐ Information systems☐ Electrical ☐ Fire and life safety☐ HVAC ☐ Security systems☐ Energy conservation ☐ A/V systems

☐ Data Center

☐ Other Specify


X. BCA Essential Attributes of Building Commissioning

The BCA and BCCB consider the BCA Essential Attributes fundamental to effective building commissioning. Please read these carefully prior to moving on to the Affirmations of the Applicant section.

1. The commissioning authority (CxA) is in charge of the commissioning process and makes the final recommendations to the owner regarding functional performance of the commissioned building systems.

2. The CxA is an objective, independent advocate of the owner. If the CxA's firm has other project responsibilities, or is not under direct contract to the owner, a conflict of interest exists. Wherever this occurs, the CxA discloses, in writing, the nature of the conflict and the means by which the conflict shall be managed.

3. In addition to having good written and verbal communication skills, the CxA has current engineering knowledge, and extensive and recent hands-on field experience regarding:

a. Building systems commissioningb. The physical principles of building systems performance and interactionc. Building systems start-up, balancing, testing and troubleshootingd. Operation and maintenance procedurese. The building design and construction process

4. For each project, the commissioning purpose and scope are clearly defined in the CxA contract.5. The CxA recommends the commissioning roles and scope for all members of the design and construction teams be

clearly defined in: a. Each design consultant's contractb. The construction manager's contractc. General Conditions of the Specificationsd. Each division of the specifications covering work to be commissionede. The specifications for each system and component for which the suppliers' support is required

6. Each project is commissioned in accordance with a written commissioning plan that is updated as the project progresses. The commissioning plan:

a. Identifies the systems to be commissionedb. Defines the scope of the commissioning processc. Defines commissioning roles and lines of communications for each member of the project teamd. Estimates the commissioning schedule

7. On new building commissioning projects, the CxA reviews systems installation for commissioning-related issues throughout the construction period.

8. All commissioning activities and findings are documented as they occur. These reports are distributed as they are generated, and included in the final report.

9. The functional testing program objectively verifies that the building systems perform interactively in accordance with the project documents. Written, repeatable test procedures, prepared specifically for each project, are used to functionally test components and systems in all modes of operating conditions specified for testing. These tests are documented to clearly describe the individual systematic test procedures, the expected systems response or acceptance criteria for each procedure, the actual response or findings, and any pertinent discussion.

10.The CxA provides constructive input for the resolution of system deficiencies.11.Every commissioning project is documented with a commissioning report that includes:

a. An evaluation of the operating condition of the systems at the time of functional test completionb. Deficiencies that were discovered and the measures taken to correct themc. Uncorrected operational deficiencies that were accepted by the ownerd. Functional test procedures and resultse. Reports that document all commissioning field activities as they progressf. A description and estimated schedule of required deferred testing


XI. AFFIRMATIONS OF FIRM

Read each of the following statements carefully and have a firm principal or another individual with authority sign and date. By signing and dating below, you are affirming, on behalf of your firm, that each statement is true. If you cannot truthfully attest to all of the statements, your firm is not eligible to be certified. Please note that, should the BCCB determine that you have falsified any attestation, your application may be rejected or your certification may be revoked.

A. I certify that the information provided in this application is true, accurate, and verifiable to the best of my knowledge. Further, I agree to notify BCCB of any material change in the information provided in this application.

B. I affirm the firm has provided building commissioning professional services for a minimum period of twenty-four (24) months with no bankruptcy filings or commissioning contract terminations for cause.

C. I affirm that the firm currently employs, full-time, a minimum of one Certified Commissioning Professional (CCP) and understand that a CCP must be held on staff to maintain this certification. If the CCP leaves the organization, I understand it is the firm’s responsibility to notify the BCCB and provide information about how the firm will obtain a new CCP. The firm will not be eligible to renew the certification if a CCP is not on staff at time of renewal and if a CCP is not identified within one (1) year of the renewal date the certification will be revoked.

D. I certify that the firm has not been convicted by any court, licensing board, or registration board of violating the law in conjunction with the performance of the firm’s professional work.

E. I understand that, once the BCCB processes this application, the fee for this certification program is non-refundable.

F. I understand that I have twenty four (24) months from the date the BCCB receives this application to fulfill all application requirements, after that time a new application and fee will have to be submitted.

G. I understand that BCCB certification is valid for a period of one (1) year. Should the firm be granted certification, I understand that if the firm seeks recertification, it is the firm’s responsibility to demonstrate evidence of continued competence in the field of building commissioning.

H. I understand that BCCB reserves the right to verify any or all information on this application and that any incorrect or misleading information may constitute grounds for rejection of the firm’s application, revocation of the firm’s CCF certification, or other disciplinary action. I authorize BCCB and their officers, directors, employees, agents, and assigned examiners to review this application to determine whether the firm has met BCCB’s standards for certification.

I. The firm indemnifies and holds harmless BCA, BCCB and their officers, directors, employees, agents, and assigned examiners from the decision made on my application as long as such decision was made in good faith and does not constitute gross negligence by BCA, BCCB or their officers, directors, employees, agents and/or assigned examiners.

J. I affirm that the firm adheres to the Essential Attributes of Building Commissioning (as detailed in section X) whenever providing commissioning services.

K. I acknowledge that I have read this application and BCCB’s certification standards, and I understand that it will be the firm’s responsibility to remain in compliance with all of BCCB’s certification standards.

Signature: _______________________________________________Date: Click here to enter a date.

Printed Name: Click here to enter text. Title: Click here to enter text.


XII. AFFIRMATIONS OF CCP

Read each of the following statements carefully and have the CCP on staff sign and date. If the firm employs multiple CCPs please select one. By signing and dating below, you are affirming, on behalf of your firm, that each statement is true. If you cannot truthfully attest to all of the statements, your firm is not eligible to be certified. Please note that, should the BCCB determine that you have falsified any attestation, your application may be rejected or your certification may be revoked.

A. I acknowledge that I am the designated CCP as required for firm certification for the certification period, provided I remain employed at this firm. It is the firm’s responsibility to notify the BCCB if my employment with the firm ends prior to the end of the certification period.

B. I affirm that the firm has a program in place to ensure that all commissioning services executed by the firm, including services executed by remote offices of the firm, adhere to the Essential Attributes of Building Commissioning (as detailed in section X).

C. I have reviewed this application and affirm that, to the best of my knowledge, the information provided is true and accurate.

D. I recognize that my CCP designation, including my CCP renewal process, is independent of my firm’s CCF certification.

Signature: _______________________________________________Date: Click here to enter a date.

Printed Name: Click here to enter text.


XIII. APPLICATION FEE

The following application fees are in effect:

☐ Current corporate members of the Building Commissioning Association $1,000.00or

☐ Not corporate members of the Building Commissioning Association $1,250.00(Nonrefundable)

The BCCB must receive the fee in full before your application is processed. We accept money orders, cashier’s checks, checks drawn on a company account, personal checks, and credit card payments. We do not accept cash. Payment by check is preferred.

If you are paying by check or money order, please enclose it with this application. If you wish to pay by credit card, please enter the information below.

Payment Method: ☐Visa ☐MasterCard ☐Check Number Check #

Name as it appears on card: Click here to enter text.

Card Number: Click here to enter text. Expires (mm/yyyy): Click here to enter text.

Billing Address: Click here to enter text.

Signature of Cardholder: _______________________________ Date: Click here to enter a date.Your signature authorizes the BCCB to charge the application fee to your credit card.

XIV. SUBMISSION CHECKLIST

Use this checklist before sending your application to verify that you have completed the required steps and are submitting all required documentation.

☐ Completed all sections of the application form.

☐ Included a project experience form for each qualifying projects.

☐ Requested a client reference for each qualifying projects including a copy of Appendix A.

☐ Signed the applicant affirmations.

☐ Included payment or filled out the information for payment by credit card.


APPENDIX A: PROJECT EXPERIENCE FORM

Applicant: Attach a completed copy of this appendix and any supporting project related documentation to the associated Client Reference Form (Appendix B) prior to sending to client reference.

If this project is to be combined with another project to meet the Essential Work Scope items, provide the name of that project: Click here to enter text.

Firm Name: Click here to enter text.

Project/building Name: Click here to enter text.

City: Click here to enter text. State/Country: Click here to enter text.

Project Type: ☐New Construction ☐Existing Building ☐Major Renovations

This project was undertaken in the: ☐Private ☐Public ☐Government Sector

Client: Click here to enter text.

Client Reference Status: ☐Owner ☐Architect ☐Design Engineer

☐Construction Manager ☐Contractor ☐Other Specify

Size of building (square feet): Click here to enter text. Construction value: $ Click here to enter text.

Was the firm involved from project design through construction? ☐Yes ☐No

Project duration:

Phase Start Date End Date Total MonthsDesign From To # MonthsConstruction From To # MonthsCxA’s Involvement From To # Months

Was the firm the lead commissioning provider on this project? ☐Yes ☐No

Did the CCP at your firm review all project deliverables? ☐Yes ☐No

What type of facility was commissioned? (Check all that apply.)

☐Office ☐K-12 Education ☐Correctional/Prison☐Health Care/Hospital ☐College/University ☐Industrial/Plant☐Laboratory ☐Residential ☐Clean Room☐Conference/Exhibition ☐Theater/Studio ☐Retail☐Stadium ☐Restaurant ☐State☐Military ☐Federal☐“Other” Facility Description: Specify


What systems were included in the commissioning scope for this project? (Check all that apply.)

☐Building Envelope ☐Fire Suppression ☐Security systems☐Roofing ☐Clean Room ☐A/V systems☐Windows ☐All Electrical Systems ☐Day Lighting☐Interior Architectural ☐Power Distribution ☐Lighting & Control☐All Mechanical Systems ☐Emergency Power ☐Information systems

☐HVAC & Controls ☐Fire and Life Safety ☐Plumbing☐ “Other” System Description: Specify

With which of the following did the firm interact on this project? (Check all that apply.)☐Owner ☐General contractor ☐Building/plant manager

☐Design architect/team ☐Subcontractors ☐Operation/maintenance staff

☐Construction manager ☐Suppliers/manufacturers ☐Other Specify

With which of the following was completed by the firm during this project? (Check all that apply.)Essential Work Scope* Additional Work Scope

☐Performed a document level review, which was completed prior to the issuance of construction documents

☐Developed or reviewed Owner Project Requirements document

☐Prepared the commissioning specifications prior to project bidding

☐Reviewed the design development documents

☐Prepared the final commissioning plan ☐Prepared a preliminary commissioning plan

☐Prepared functional performance test documents ☐Verified contractor start-up test results

☐Verified equipment installation and prepared the appropriate documentation

☐Reviewed TAB report and/or verified balancing data

☐Witnessed and/or performed functional performance tests

☐Reviewed as-built documents

☐Reviewed the maintenance/operation manuals

☐Prepared the final Commissioning Report ☐Verified the training of operation/maintenance staff☐Performed short term monitoring or measurement &

verification after installation**☐Performed end-of-warranty testing

* The firm must have participated in the Essential Work Scope items listed. If the applicant did not participate in all items for this project, they may submit an additional qualifying project that includes the missing items.**This is a required scope item for existing building projects.

☐Assisted building staff with issues/problems

☐Led team meetings during the project

☐Led a lessons learned meeting


Use the space below to describe in detail the project and the firm’s role. Note that the description must include a discussion of the firm’s role on each of the seven required work scope items listed on the previous page (2 pages max). Do not submit materials beyond the narrative description of your role.



APPENDIX B: CLIENT REFERENCE FORM

Applicant: Please fill out this top section before giving this form to your client reference. Attach a copy of the completed Project Experience Form (Appendix A) for the reference to review. The due date is for your reference only, you may choose to use it.

Name of Applying Firm: Click here to enter text. Date due at the BCCB: Click here to enter a date.

Project/Building Name: Click here to enter text.

Reference: The firm named above is applying to be credentialed as a Certified Commissioning Firm. Certification is a rigorous process involving review of the applicant’s education, experience, and recommendations from clients. The information you provide on this reference form will help the BCCB to evaluate this firm’s eligibility for certification. It will be kept strictly confidential. Please mail or email the form directly to the BCCB. Do not return it to the firm.

Your name: Click here to enter text.

Your title: Click here to enter text. Telephone Number: Click here to enter text.

Company/Organization: Click here to enter text.

Your role on the commissioning project: Click here to enter text.

Dates of the commissioning project: from mm/yyyy to mm/yyyy

What were the firm’s responsibilities? Click here to enter text.

The firm’s overall performance was: ☐Excellent ☐Good ☐Adequate ☐Inadequate

What strengths and skills stood out in the firm’s work?Click here to enter text.

What problems or deficiencies did you find in the firm’s work?Click here to enter text.


Please indicate which of the Work Scope items listed below the firm performed for this project AND provide an assessment of the firm’s performance on that item.

Work ScopePerformed? My expectations were…

Yes No Exceeded Met Not Met

Firm performed a document level review, which was completed prior to the issuance of construction documents

☐ ☐ ☐ ☐ ☐

Firm prepared the commissioning specifications prior to project bidding ☐ ☐ ☐ ☐ ☐

Firm prepared the final commissioning plan ☐ ☐ ☐ ☐ ☐Firm prepared functional performance test documents ☐ ☐ ☐ ☐ ☐

Firm verified equipment installation and prepared the appropriate documentation ☐ ☐ ☐ ☐ ☐

Firm developed and/or performed functional performance tests ☐ ☐ ☐ ☐ ☐

Firm prepared the final commissioning report ☐ ☐ ☐ ☐ ☐

Applicant performed short term monitoring or measurement & verification after installation

☐ ☐ ☐ ☐ ☐

I have reviewed the Appendix A – Project Reference Form provided by the firm and confirm that the information is correct. ☐Yes ☐No

Do you recommend the firm for certification by the BCCB? ☐Yes ☐No

If no, why not? Click here to enter text.

Signature of reference: ______________________________ Date: Click here to enter a date.

Thank you for your assistance. Please send Appendix B forms to:

Building Commissioning Certification Board1600 NW Compton Drive, Suite 200

Beaverton, OR 97006You may also email a scan of the form to [email protected].


mailto:[email protected]

Documents

BUILDING COMMISSIONING CERTIFICATION BOARD€¦ · Web view2013/06/01 · Certified Commissioning Firm (CCF) APPLICATION Building Commissioning Certification Board (BCCB) 1600 NW