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July 1, 1993
mike@standardsmichigan.com
“Education is the process of drawing and leading children  toward what is right according to law…
and the most effective way is when a child plays in the midst of fine things.”

Plato (Laws 360- B.C.)

Western Michigan University | Kalamazoo County

Trending § IEEE § Campus Clocks § Carillons § Retrodiction

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  • Data Centers & NFPA Catalog
    11:00 -12:00
    2026.01.13

    “Composition in red, yellow, blue and black” (1921) / Piet Mondrian

    Status check on open source consensus products — and practical applications —  evolving around distributed ledger technologies for financing, planning, design, operation & maintenance of the #WiseCampus.

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  • Cx
    11:00 -12:00
    2026.01.15

    Below is a concise glossary of terms of art commonly used in the new-building commissioning (Cx), inspection, and certification process. These are drawn from standards such as ASHRAE Guideline 0, ASHRAE Standard 202, LEED v4/BD+C, IECC, IBC, and industry bodies (USGBC, ACG, BCA, NIBS, etc.).


    A. Commissioning Phases & Processes

    Term
    Definition
    Commissioning (Cx)
    A quality-oriented process for verifying that building systems are planned, designed, installed, tested, operated, and maintained to meet the Owner’s Project Requirements (OPR).
    Owner’s Project Requirements (OPR)
    Document defining the owner’s functional, performance, and sustainability goals for the project.
    Basis of Design (BOD)
    Designer’s narrative explaining how the OPR will be met through selected systems and strategies.
    Pre-Functional Testing (PFT)
    Checklist-based verification that equipment is installed correctly and ready for functional testing (e.g., duct leakage, insulation continuity).
    Functional Performance Testing (FPT)
    Scripted testing of systems under load to confirm they meet OPR/BOD (e.g., chiller at 100% capacity, VAV reheat modulation).
    Integrated Systems Testing (IST)
    End-to-end testing of multiple interacting systems (e.g., fire alarm + HVAC shutdown + emergency power).
    Retro-Commissioning (RCx)
    Cx applied to existing buildings (not new construction).
    Re-Commissioning
    Periodic Cx of previously commissioned systems.

    B. Commissioning Roles

    Term
    Definition
    Commissioning Authority (CxA)
    Independent third-party (or in-house) responsible for managing the Cx process.
    Commissioning Provider (CxP)
    Synonym for CxA; often used in LEED.
    Commissioning Team
    Includes CxA, owner, designers, contractors, TAB firm, controls contractor, etc.

    C. Inspection & Acceptance Terms

    Term
    Definition
    Substantial Completion
    Stage when the building is sufficiently complete for occupancy (per AIA A201). Cx FPT usually occurs after this.
    Certificate of Occupancy (CO or C of O)
    Issued by the Authority Having Jurisdiction (AHJ) after life-safety and code inspections pass.
    Punch List
    List of minor defects to be corrected before final acceptance.
    Beneficial Occupancy
    Owner begins using the building before full completion (triggers warranty clock).
    Final Acceptance
    Formal sign-off after all punch list items, FPT, and training are complete.

    D. Certification & Verification Programs

    Term
    Definition
    LEED Certification
    USGBC third-party verification of sustainability performance; includes Enhanced Commissioning (Option 1 or 2).
    Enhanced Commissioning (EAc2)
    LEED credit requiring CxA review of OPR/BOD, systems manual, and 10-month post-occupancy review.
    WELL Certification
    Focuses on occupant health; includes Fundamental Commissioning of air/water systems.
    Energy Star Portfolio Manager
    EPA benchmarking; often requires TAB report and Cx verification.
    IECC Compliance Path
    International Energy Conservation Code; allows Performance Path with Cx or Prescriptive Path with inspections.
    Title 24 (California)
    Requires Acceptance Testing by certified ATT (Acceptance Test Technician) for lighting, HVAC, envelope.

    E. Testing, Adjusting, Balancing (TAB)

    Term
    Definition
    Testing, Adjusting, and Balancing (TAB)
    Process to ensure HVAC airflow, water flow, and temperatures match design (AABC, NEBB, TABB standards).
    TAB Report
    Certified document required for Cx, LEED, and code compliance.
    Certified TAB Technician
    Credential from AABC, NEBB, or TABB.

    F. Documentation Deliverables

    Term
    Definition
    Commissioning Plan
    Roadmap of Cx scope, schedule, and responsibilities.
    Commissioning Report
    Final summary of all tests, issues, and resolutions.
    Systems Manual
    O&M manuals + BOD + as-built sequences + recommissioning plan (required by LEED, ASHRAE 202).
    Training Plan & Record
    Documentation that owner staff were trained on systems operation.

    G. Code & Authority Terms

    Term
    Definition
    Authority Having Jurisdiction (AHJ)
    Local building official, fire marshal, health department, etc.
    Special Inspections
    Third-party inspections required by IBC Chapter 17 (e.g., structural steel, fireproofing).
    Statement of Special Inspections
    IBC-required plan listing all special inspections.
    Third-Party Verification
    Independent review (e.g., LEED, ENERGY STAR, HERS rating).

    Quick Reference Flow (New Construction)

    1. OPR → BOD → Cx Plan
    2. Design Review (CxA)
    3. Submittals & PFT
    4. TAB → FPT → IST
    5. Training & Systems Manual
    6. Final Cx Report → Substantial Completion → CO
    7. 10-Month Warranty Review (LEED Enhanced Cx)

    Let me know if you need templates, checklist examples, or jurisdiction-specific terms (e.g., NYC LL87, California Title 24).

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Quadrivium: Autumn

We’re “organized” but not too organized; like the bookseller who knows where every book can be found.

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