The Commissioning Process

Explanation of the Commissioning Process and Associated Standards (ASHRAE/NIBS)

1. COMMISSIONINGPROCESS
ASHRAE Guideline 0-2005
ASHRAE Guideline 1.1-2007
NIBS Guideline 3-2006
by David J. MacKay LEED AP, CPMP
Applied Energy Solutions
Building Science Consultations
APPLIEDENERGYSOLUTIONS

2. •Commissioning Framework
–ASHRAE 0- 2005
–ASHRAE 1.1- 2007
–ASHRAE/NIBS Guideline 3
•
Commissioning Defined
•Commissioning Process
–Pre-Design Phase
–Design Phase
–Construction Phase
–Occupancy & Operations
•Ongoing Commissioning
•Commissioning Keys to Success

3. COMMISSIONINGFRAMEWORK

4. Total Building Commissioning Process
ASHRAE Guideline 0-2005: The
Commissioning Process (Used
as a foundation for ASHRAE
Guideline 1, NIBS Guideline 3,
and other Total Building
Commissioning Process
technical guidelines
ASHRAE Guideline 1-2007:
HVAC&R Technical
Requirements for the
Commissioning Process
NIBS Guideline 3-2006:
Exterior Enclosure Technical
Requirements for the
Commissioning Process
Guidelines 2-200X & 4-200X
through 14-200X: Technical
commissioning guidelines
dealing with structure,
electrical, lighting, interiors,
plumbing, etc.

5. •ASHRAE Guideline 0-2005
–Defines the process
–Generic: any system or discipline
•ASHRAE Guideline 1.1-2007
–How to apply the process to HVAC&R
–Several annexes/examples
•ASHRAE/NIBS Guideline 3
–How to apply the process to enclosure elements
–Walls, floors, roofs, fenestration
–Several annexes/examples

6. •Total building Commissioning (Cx) guidelines are in the works:
–Guideline X Plumbing (ASPE)
–Guideline Y Lighting (IESNA)
–Guideline 1.2 Existing HVAC&R (ASHRAE)
–Guideline 1.3 Operator Training (ASHRAE)
•This presentation will focus on ASHRAE Guideline 0-2005 and
the overall Cx Process

7. COMMISSIONINGDEFINED

8. •An ongoing & structured quality assurance process (ideally spanning from pre-
design into occupancy) that ensures continual:
–Communication
–Documentation
–
Verification
•In simplest terms, commissioning is intended to ensure a building meets the
owner’s requirements upon turnover
•It is NOT:
–An event
–A short term task
–
Punch list clearance
•It is a Team sport—for successful commissioning, everyone must buy in to and
participate in the process

9. A quality- focused process for enhancing the delivery of
a project. The process focuses upon verifying and
documenting that the facility and all of its systems and
assemblies are planned, designed, installed, tested,
operated, and maintained to meet the Owner’s Project
Requirements (OPR).
* ASHRAE Guideline 0-2005: 4. Definitions

10. •The OPR document explicitly calls out the minimum characteristics
that will define a successful project from the owner’s perspective
•Must address quality as well as quantity
•Must include verifiable benchmarks (criteria)
•OPR is completed during pre-design
•This document becomes the basis for all commissioning verification efforts—and is thus critical to a successful commissioning outcome

11. •The Commissioning Process is a quality-oriented process for
achieving, verifying, and documenting that the performance of
facilities, systems, and assemblies meets defined objectives and
criteria.
•The Commissioning Team uses methods and tools to verify that the
project is achieving the Owner’s Project Requirements throughout
the delivery of the project.
•The Commissioning Process assumes that owners, programmers, designers, contractors, commissioning team members, and operations and maintenance entities are fully accountable for the
quality of their work.

12. COMMISSIONINGPROCESS
PRE-DESIGNPHASE

13. •Develop the Owner’s Project Requirements (OPR)
•Review lessons from previous projects
•Identify Cx scope and budget
•Develop initial Cx Plan
•Owner acceptance of pre-design Cx activities
* ASHRAE Guideline 0-2005: 6.1.2… Objectives

14. •To get the process off on the right foot
•Ensure development of a thorough OPR document

15. •The Commissioning Authority (CxA)
•The Cx Team
•Pre-Design Cx Documents

16. •The Commissioning Authority (CxA)
•The Cx Team
•Pre-Design Cx Documents

17. •“Authority” (or “Provider”) versus “Agent”
–An authority acts for the owner
–An agent can act as the owner (NOT intended)
•Professional services contract must spell out roles and responsibilities for
this crucial party— including scope of work to be conducted (which can
vary greatly)
•CxAmay be:
–An independent entity
–Owner’s in-house staff
•THECXAWILLNOTSINGLE -HANDEDLYCOMMISSIONAPROJECT

18. •Should have actual and perceived independence of action (an
unbiased party)
•Should have a background and experience to match project expectations
•Will act in the best interests of the owner
•Will interact with owner’s representatives, the design team, the contractor and subcontractors
•Will lead the Cx Team and team meetings
•Should have outstanding people skills

19. •The Commissioning Authority (CxA)
•The Commissioning Team
•Pre-Design Cx Documents

20. •Includes many members:
–CxA
–Programming Consultants
–Owner’s representatives
•Users
•Maintenance Staff
–Design Team representatives
–
Contractor representatives (if possible)
•Members (numbers and bodies) will change from
phase to phase

21. •The team is led by the CxA
•The team will complete a variety of tasks
•Specific pre-design roles and responsibilities will vary
from project to project
•Responsibility for team members must be clearly
allocated and contractually assigned

22. •The Commissioning Authority (CxA)
•The Commissioning Team
•Pre-Design Cx Documents

23. •OPR
•Cx/design service contract integration
•CxPlan
•Issues Log
•Systems Manual

24. Project Inception
Pre-Design Phase
Form Building Development
Team
Project
Review
Meeting
Develop
Design/Constructio
n Mgmt. Plans
Other Pre-design
Services
Owner Acceptance of
Pre-Design Products
To Design Phase
Develop Overall
Building Budget
Develop Building
Program
Form Commissioning
(Cx) Team-S5.2,1
Participate in Project
Review Meeting-S5.2
Develop
Owner’s
Project
Requirements-
S5.2.2
Determine
Commissioning
Scope & Budget-
S5.2.2[c]
Develop Initial
Commissioning
Plan-5.2.4
Owner Acceptance
of Cx Products
To Design Phase
Building Development
Process
Commissioning
Process

25. COMMISSIONINGPROCESS
DESIGNPHASE

26. •Update the Commissioning Plan
•Verify the Basis of Design
•Develop commissioning process requirements for the
Construction Documents
•Develop draft Construction Checklists
•Develop draft Test Procedures
•Define training requirements
•Perform OPR-based design preview
•Update OPR
* ASHRAE Guideline 0-2005: 6.1.2… Objectives

27. •Prepare for construction phase Cxactivities
•Verify design decisions and documentation match OPR

28. •The Cx Team
•Design Phase Cx Documents
•Ensuring the Contractor is on Board
•Design Phase Verifications

29. •The Cx Team
•Design Phase Cx Documents
•Ensuring the Contractor is on Board
•Design Phase Verifications

30. •CxA
•Owner’s representatives
–Project Manager
–O&M Staff
•Design team representatives (including specialty consultants)
•Contractor representatives (if possible-input on Construction
Checklists and testing can be exceptionally valuable)
•Major equipment/assembly manufacturer representatives

31. •The Cx Team
•Design Phase Cx Documents
•Ensuring the Contractor is on Board
•Design Phase Verifications

32. •Basis of Design (BOD)
–This is considered a formal Cx process document that captures—in a
usable format—key design influencing assumptions, methods, selections,
and decisions
–The purpose of the BOD is to give other parties easy access to the rationale behind design decisions
–Construction Documents show WHATwas selected but not WHY
–The WHYcan be very valuable when considering a contractor-proposed
substitution or making a decision on building operations
–This document is valuable when design proposals are compared against OPR

33. •BOD document typically includes:
–Codes, standards, guidelines used
–Basis for system/assembly selection
–System and assembly options considered
–Calculation/analysis methods used
–Key inputs to calculations/analysis
•Data (U-factors, climate, etc.)
•Assumptions (energy costs, maintenance capabilities, etc.)
–Narrative descriptions of system/assembly operations
–Narrative descriptions of system/assembly control sequences
–Equipment/products used as a basis of design

34. •Cx Plan
–This is a continually developing roadmap for upcoming activities and
record of completed activities
–During the design phase, the plan will be updated to provide details
regarding construction phase commissioning activities- an outline of
occupancy and operations phase activities will be included
–A detailed Training Plan will be developed as a section of the Cx Plan
–Ensure that the Cx Plan adequately addresses Cx process activities, responsibilities, and schedule

35. •Construction Checklists
–These are pre- prepared forms used to structure and facilitate
verifications conducted as part of the Cx process
–Ideally, they would be part of the Construction Documents (or
provided as “for information” documents)
–Typically will be completed in stages as construction progresses
–Properly used they can help in catching deviations before they become problems
–When completed, they become part of the Systems Manual and can assist with ongoing building operations

36. •Test Procedures
–Test Procedures are an extension of verification procedures beyond the
level of complexity that can reasonably be handled by Construction
Checklists
–An example: a protocol to verify that upon smoke detection in an atrium, the HVAC, electrical and alarm systems do what they should to meet OPR
–Another example: a protocol to verify that the HVAC system functions as it
should to meet the OPR under a range of anticipated loading and weather
conditions
–Test Procedures must be scripted and ideally will allow for easy recording and archiving of results for inclusion in the Systems Manual

37. •Systems Manual
–A critical document for the owner
–Requires input from:
•Design team-need for input called out during pre-design and product verified
during design phase
•Contractor-responsibilities must be included in the contract documents during
design phase
•CxA
–This document really needs a champion (a responsible and capable
party)
–Without a good Systems Manual, many of the ongoing benefits of Cx will be lost during occupancy and operations

38. •Issues Log
–The Issues Log is essentially the collective memory of the Cx
Team regarding problems that arise throughout the Cx process
–It should be easy to access and use
–It should be helpful (not litigious)
–It should show all (or most) issues resolved upon occupancy
–Resolution may take many routes (a change in OPR, a change in design, change in component, and adjustment, etc.)

39. •Training Plan
–Constitutes a defined section of the Cx Plan
–Lays out training needs and expectations
–Lists training requirements
•Intended audience
•Expected outcomes
•Suggests venue/approach
•Estimates time allocations
–Outlines training verification
–Must be detailed enough to permit a reasonable bidding and scheduling by contractor
–Will likely require involvement of design team members

40. Document Responsibility
Basis of Design Design Team
Cx Requirements for Construction
Documents
Design Team &CxA/Cx Team
Construction Checklists Design Team & CxA/CxTeam
Test Procedures CxA/Cx Team
Training Plan CxA/Cx Team
Systems Manual-Content and
Contract Document Requirements
Design team
Issues Log CxA/CxTeam
Cx Plan CxA

41. •The Cx Team
•Design Phase Cx Documents
•Ensuring the Contractor is on Board
•Design Phase Verifications

42. •Communicating commissioning process requirements to the contractor
–Specifications
•General Conditions requirements
–Participation in activities
–Ramifications for non-compliance
•Section specific requirements
–Construction Checklists
–Test Procedures
–Training
–Provide a clear picture of responsibilities
–Allow for a reasonable bid to be prepared
–Permit impacts on schedule to be reasonably estimated

43. •The Cx Team
•Design Phase Cx Documents
•Ensuring the Contractor is on Board
•Design Phase Verifications

44. •Intent is not to second guess (or become) the design
team
•Intent is to verify that design will reasonably deliver the owner’s project requirements
•Sampling of design documents is highly recommended as a procedure
•The owner possesses ultimate acceptance authority

45. From Pre-Design
Phase-S5
Design Phase:
Schematic Design
S6
Project Objectives Meeting
Select
Systems
Prepare Schematic
Design Documents
Project Objectives
Meeting
Owner Acceptance of
Schematic Design
Products
To Design
Development Phase
Identify Macro
System Options
Participate in Project
Objectives Meeting
S6.2.9.1
Prepare BOD Document
S6.1.1& S6.2.2.1
Update CxPlan
S6.2.3.1(a)
Final Objectives Review for
Phase S6.2.9.2
Owner Acceptance of CxProducts S6.3
To Design
Development Phase
Update OPR
S6.2.8.1
Reviews of Design
Documents S6.2.8
Determine Systems Manual
Structure S6.2.6
Determine Training
Requirements S6.2.7
Update CxTeam S6.2.1
Evaluate Options
Building Development
Process
Commissioning
Process

46. From Design Phase:
Schematic Design S6
Design Phase:
Design
Development S6
Project Objectives Meeting
Prepare
Design
Development
Documents
Project Objectives
Meeting
Owner Acceptance of Design
Development Products
To Design Phase:
Construction Documents
S6
Identify &
Evaluate Micro
System Options
Participate in Project
Objectives Meeting
S6.2.9.1
Design Reviews
S6.2.8
Update CxPlan
S6.2.3.1(b)
Participate in Project
Objectives Meeting S6.2.9.2
Owner Acceptance of CxProducts S6.3
To Design Phase: Construction
Documents S6
Update Training
Requirements
S6.2.7
Update Systems
Manual S6.2.6
Update BOD S6.2.2.2Update OPR S6.2.2.2
Update CxTeam S6.2.1
Refine Design of
Systems
Building Development
Process
Commissioning
Process

47. From Design Phase: Design
Development S6
Design Phase:
Construction
Documents
Project Objectives Meeting
Prepare
Construction
Documents
Project Objectives
Meeting
Owner Acceptance of
Construction
Documents
To Construction Phase
Identify
Outstanding
Enclosure Issues
Participate in Project
Objectives Meeting S6.2.9.1
CxReviews of Design
Docs. S6.2.8
Construction
Checklists S6.2.5
Update Systems Manual S6.2.6
Acceptance Requirements S6.3
Final Objectives Meeting for
Phase S6.2.9.2
Owner Acceptance of Cx
Products S6.3
To Construction Phase
Training Requirements S6.2.7 &
S6.5
Develop CxProcess Req. for
Const. Documents S6.2.4
Update CxPlan
S6.2.3.1(b)
Review @ 20% of systems re
BOD S6.2.8.4
Develop CxReq. for Constr.
Documents S6.4
Update OPR S6.2.2.2 Update BOD S6.2.2.2
Building Development
Process
Commissioning
Process

48. COMMISSIONINGPROCESS
CONSTRUCTIONPHASE

49. •Verify that submittals meet the OPR
•Finalize Construction Checklists and Test Procedures
•Verify that systems and assemblies meet the OPR
•Verify training of owner’s personnel
•Verify the Systems Manual
•Update the OPR and Cx Plan
* ASHRAE Guideline 0-2005: 7.1.2… Objectives

50. •To verify construction activities
•To prepare project (and O&M staff) for handover to
owner

51. •Meetings and Communications
•Updating Cx Documents
•Submittal Reviews
•Construction Checklists and Test Procedures
•Training

52. •Meetings and Communications
•Updating Cx Documents
•Submittal Reviews
•Construction Checklists and Test Procedures
•Training

53. •The Cx team is the avenue for effective communications
–Via regular meetings and
–Skillful use of the Issues Log
•Cx Team Members:
–CxA
–Owner’s representatives
•PM
•O&M staff
–Design team representatives (including specialty consultants)
–Contractor representatives
•Subs
•TAB
•Controls
–Major equipment/assembly manufacturer representatives

54. •Meetings and Communications
•Updating Cx Documents
•Submittal Reviews
•Construction Checklists and Test Procedures
•Training

55. Document Action Responsibility
BOD update Update as required by owner change
orders and contractor substitutions
Design team
OPR update Update as required by owner change
orders and contractor substitutions
Cx Team (w/ownerexplicit
agreement)
Construction
Checklists
Finalize and implement Used by contractor, verified by Cx
Team
Test
Procedures
Finalize and implement Used by contractor,verified by Cx
Team
Systems
Manual
Complete and verify Completed by assigned party,
verified by Cx Team
Training PlanFinalize and implement Implemented by Contractor,design
team, and CxA
Issues Log Use Used by Cx Team
Cx Plan Update and expand CxA

56. •Meetings and Communications
•Updating Cx Documents
•Submittal Reviews
•Construction Checklists and Test Procedures
•Training

57. •Principles:
–The purpose of verifications is NOT to provide the contractor with free quality control
services; it is to provide the owner with assurance that the OPR are being delivered
–ASHRAE Guideline 0 strongly recommends that a sampling strategy be used for all
verifications
–The sampling frequency will be established by the CxA, 5%-10% is generally
recommended
•Sampling is a controversial issue—and each CxAwill have his/her own take on how
to approach this.
•Spell out sampling % in RFP
–If deviations are found during sampling, a pre-established response is implemented—
this may involve additional sampling or rejection of the activity
–Financial responsibility for re-verification activities must be spelled out in construction
contracts and service contracts

58. •Quandaries:
–ASHRAE Guideline 0-2005 sets the OPR as the benchmark against which verifications are
to be conducted
–The contractor is not contractually bound (generally) to meet the OPR, but rather the
Contract Documents
–If deviations are found relative to Contract Documents, corrective action is reasonably easy to justify
–If deviations are found relative to OPR, but not the Contract Documents, then things can get tricky
–Contingencies for addressing the above scenario should be spelled out for all interested parties
–In theory, verification of design documents should head off OPR / Construction Document conflicts

59. •Implementations:
–Construction Checklist elements and Test Procedures that involve
activating a device, system, or assembly should generally be done by the
contractor under the observation of the CxAand other interested parties
(the owner’s operating personnel, etc.)
–Verification of such activities would be based upon witnessing of tests and review of testing documentation
–Verifications of documents (such as the Systems Manual) would normally be accomplished by CxA/Cx Team review
–Verification of training might be accomplished by witnessing, testing, and/or interviews

60. •Meetings and Communications
•Updating Cx Documents
•Submittal Verification Reviews
•Construction Checklists and Test Procedures
•Training

61. •The CxAconducts some checking, witnesses other checking, and
verifies that a sample of the Construction Checklists meets quality
expectations and demonstrates quality that conforms with the OPR
and Construction Documents
•The verification process is seeking systemic problems
•Minor deviations would be addressed via the Issues Log
•Major deviations might require concerted action from the Cx Team
•The owner retains ultimate acceptance responsibility for any deviations that negatively impact the OPR

62. Example
Construction
Checklist

63. •The CxAwitnesses selected tests and verifies that the results of the
Test Procedures meet quality expectations and conform with the OPR
and Contract Documents
•The verification process is seeking systemic problems
•Minor deviations would be addressed via the Issues Log
•Major deviations might require concerted action from the Cx Team
•The owner retains ultimate acceptance responsibility for any deviations that negatively impact the OPR

64. Example
Test
Procedure
ASHRAE Guideline 1.1-2007

65. Example
Test
Procedure
ASHRAE Guideline 1.1-2007

66. Example
Test
Procedure
ASHRAE
Guideline
1.1-2007

67. •Meetings and Communications
•Updating Cx Documents
•Submittal Verification Reviews
•Construction Checklists and Test Procedures
•Training

68. •The CxAverifies that the results of the training activities meets quality
expectations and conforms with the OPR and Contract Documents
•The verification process is seeking systemic problems
•Minor deviations would be addressed via the Issues Log
•Major deviations might require concerted action from the Cx Team
•The owner retains ultimate acceptance responsibility for any
deviations that negatively impact the OPR

69. •The CxAverifies that the Systems Manual is complete (to the extent
possible) and that a sample of the manual meets quality expectations
and conforms with the OPR and Contract Documents
•The verification process is seeking systemic problems
•Minor deviations would be addressed via the Issues Log
•Major deviations might require concerted action from the Cx Team
•The owner retains ultimate acceptance responsibility for any deviations that negatively impact the OPR

70. From Design Phase:
Construction Documents
Construction
Phase S7
Pre-Bid Conference
Receive
Submittals
Laboratory Testing
Field Mockups
Sample Testing
Participate in Pre-Bid
Conference S7.2.2
Verify & Coordinate
Submittals S7.2.7
QA/QC Plan & Site Specific
Testing Plan
Pre-Installation Meeting for
Mock- Ups
Verify Lab Performance
Update OPR & BOD S7.2.4
Verify Sample
Verify Mockup
Performance
Update Issues Log
Verify Systems Manual and
Const. Checklist S7.2.16
Update CxTeam
S7.2.1.2
Building Development
Process
Commissioning
Process

71. From Construction
Phase Part 1
Construction
Phase Part 2 S7
Pre-Construction
Meetings
Install/Construct Exterior
Enclosure Components &
Systems
Owner Accepts
Substantial Completion
of Exterior Enclosure
To Occupancy and
Operations Phase S8
Pre-Construction Cx
Process Meetings S7.2.6
Verify Construction Checklist
Completeness S7.2.15(c)
Direct & Verify Tests S7.2.13
Update CxPlan S7.2.5
Owner Acceptance of Cx
Products S7.3
To Occupancy and
Operations Phase
Provide Training &
Update Requirements
S7.5
Update Issues
Log S7.2.16(i)
Resolve
Issue
Update OPR & BOD
S7.2.16.1(f) & S7.2.16.1(g)
Update Issues
Log S7.2.16.1(i)
Resolve
Issue
Building Development
Process
Commissioning
Process

72. From Construction Phase
Occupancy and
Operations Phase S8
Substantial Completion
Meeting
Owner Begins
Beneficial Use
Ongoing Operation, Maintenance,
and Modification of the Building
Systems, Assemblies and
Components, and their Associated
Documentation
Owner Final
Acceptance of
Constructed Building
End of Typical Building
Development Contract
Contractual
Warranty/Correction
Period Begins
Participate in Substantial
Completion Meeting S8.1
Update Owner’s Project
Requirements S8.1.1
Direct & Verify Seasonal Tests
S8.2.1.3(b)
Update Systems Manual
S8.2.6
Resolve Issue
Docum. Req. S8.4
Owner Acceptance of Cx
Products
Acceptance Req. S8.35
Training ReqS8.5
Coordinate Contractor
Callback S8.2.2
Performance Verification
S8.2.3
Building Development
Process
Commissioning
Process

73. COMMISSIONINGPROCESS
OCCUPANCY& OPERATIONSPHASE

74. •Complete seasonal or deferred testing
•Minimize contractor callbacks
•Document lessons learned
•Assist with any warranty issues
•Provide assistance with ongoing facility operations to meet
the OPR
•Close out the process via formal owner acceptance
* ASHRAE Guideline 0-2005: 8.1.3… Objectives

75. •Close out the (initial) commissioning process
•Prepare the owner for long-term beneficial use of
the facility

76. •The Cx Team
•Updating Cx Documents
•Lessons-Learned Workshop
•Final Cx Report

77. •The Cx Team
•Updating Cx Documents
•Lessons-Learned Workshop
•Final Cx Report

78. •CxA
•Owner’s representatives
–Project Manager
–O&M Staff
•Design team representatives (as required)
•Contractor representatives (including subs)
•Major equipment/assembly manufacturer representatives
(as required)

79. •The Cx Team
•Updating Cx Documents
•Lessons-Learned Workshop
•Final Cx Report

80. Document Action Responsibility
BOD update Update as required by owner change
orders and contractor substitutions
Design team
OPR update Update as required by owner change
orders and contractor substitutions
Cx Team (w/ownerexplicit
agreement)
Systems
Manual
Verify and employ Completed by assigned party,
verified by Cx Team
Training PlanFinalize and implement Implemented by Contractor,design
team, and CxA
Issues Log Close out Cx Team
Cx Plan Develop and deliver CxA

81. •The Cx Team
•Updating Cx Documents
•Lessons- Learned Workshop
•Final Cx Report

82. •Although most involved parties are ready to move on at this stage, all can
benefit from reflecting on the Cx process
•The owner can benefit form information gleaned by the various parties that relates completed product performance to the original owner’s
project requirements
•The design team can benefit from issues that relate design process to
implementation of design intent and criteria (objectives and benchmarks)
•The contractor can benefit from issues that relate construction and quality control processes to design intent and Construction Documents
•The CxAcan benefit from feedback on all aspects of the process

83. •The Cx Team
•Updating Cx Documents
•Lessons-Learned Workshop
•Final Cx Report

84. •Identify any systems or assemblies that do not perform in accordance with
the OPR and note likely ramifications of such deviations
•Evaluate operating condition of systems/assemblies upon completion of testing
•Summarize the contents of the Issues Log—extent of concerns, costs,
operational impacts
•System performance benchmarks
•Lessons Learned
•Ideally, provide a sense of worth of the Cx process on the project

85. COMMISSIONINGPROCESS
ONGOINGCOMMISSIONING

86. •Ongoing Cx extends the process beyond the termination
of the original commissioning services agreement
(typically about a year into building occupancy, upon
major equipment warranty expiration)
•The intent is to continue to assist the owner in maximizing beneficial use of the facility for the long term
•It appears likely that ASHRAE Guideline 0 will in the future include more information on the ongoing Cx process

87. From End of Typical Building Development
Contract
Ongoing Operation, Maintenance, and
Modification of the Building Systems,
Assemblies, Components, and their
Associated Documentation
Continue
Update Owner’s
Project Requirements
S8.6.1
Direct & Verify
Periodic Tests and
Benchmarks S8.6.1
Maintain Systems
Manual S8.6.1
Whole Building
Performance
Verification S8.6.2
Resolve Issues
Continue
Ongoing Building
Operations
Commissioning
Process

88. COMMISSIONINGPROCESS
KEYSTOSUCCESS

89. •Good Benchmarking and archiving of documents
–Owner’s Project Requirements (OPR)
–Basis of Design (BOD)
–Commissioning (Cx) Plan
–Construction Checklists
–Test Protocols
–Training Plan
–Systems Manual
–Cx Process Reports
•Explicit expectations and responsibilities
–Clear RFQ/RFP for CxA
–Professional service contracts that address commissioning
–Construction specifications that address commissioning and provide clear statements of
“who” and “if-then”
•Enforcement of Cxrelated contract provisions

90. •Ongoing Communications
–Cx Meetings
–Cx Reports
–Issues Log
•Well reasoned clarity of purpose
•Verification by Cx Team of all key elements against OPR
•Serious owner buy-in and support
•Owner Acceptance of all Deliverables/Products

91. QUESTIONS?