Application — Submit an application for preapproval and upon receipt, PSE will provide the Cx check lists and requirements to the customer, design team, and commissioning provider prior to the kickoff meeting.

Kickoff — PSE will meet with customer/design team to answer any questions regarding the project, program, and incentive.

Implement — The Cx provider will complete the process and send PSE necessary checklists and Cx Plans for review, including trend data for energy efficiency measures and building optimization, SOO, schedules, etc.

Payment — PSE will conduct a site visit to verify implemented measures and will complete a final review of documentation for the submitted project including invoices provided prior to payment.

Post-occupancy commissioning

For post-occupancy commissioning, your program must be developed and tracked using the following forms:

• Post-occupancy commissioning plan
• Operations and maintenance (O&M) staff training time tracker
• Energy efficiency improvement measure summary
• Facility guide table of contents (for Cx agent use)
• Training plan table of contents (for Cx agent use)

For post-occupancy commissioning, system and energy details may be submitted using the following forms:

• Air handler unit (AHU), remote terminal unit (RTU), air conditioning (A/C), fan coil unit (FCU) and/or high-performance HVAC
• Boiler plant
• Chiller plant
• Domestic hot water (DHW) plant
• Energy data
• Envelope
• Exhaust fan
• Heat exchanger
• Lighting
• Radiant heating/cooling
• Variable air volume (VAV) boxes
• Template for different/additional system(s)

All of PSE's commissioning programs require a minimum level of experience in addition to a high-level understanding of building energy using systems. Successful providers also have strong interpersonal skills, as well as the ability to investigate, implement, and verify energy efficiency opportunities. In addition to these qualifications, there are different tiers of experience required as the complexity increases for each program. The different tiers are outlined below:

PSE approves individuals rather than companies as providers at each tier. To qualify, individuals need to meet the minimum requirements listed below and therefore have the majority of the necessary skills and experiences. Eligible providers must lead the projects, but other company resources may be used to support the qualified individual.

Tier 4

Experience Requirements

• Minimum of three (3) years of commissioning experience
• One (1) or more certification(s) listed below
• Worked on at least three (3) projects of similar size, scope, and complexity
• Developed and performed Function Performance (FPT) tests and procedures to ensure persistence of recommendations
• Conducted inspection of equipment and controls, including sequences
• Estimated and calculated energy savings for recommendations
• Developed and delivered the following:
  • Commissioning Plan
  • Final commissioning report
  • Facility operator training
  • Facility guide/system manual
  • On-going commissioning plans
  • Current facility or owner's project requirements
  • Energy analysis both pre and post-commissioning

To get approval for an individual you wish to implement the post-occupancy commissioning program, contact PSE at commissioning@pse.com.

We advise PSE customers to select the provider for their project based on qualifications, especially as they relate to your particular needs, building and systems. Please feel free to contact PSE for any questions about the program at 1-800-562-1482.