ASHRAE_Guideline_0-2019_ - Page 006

Extracted Content

CFR Current Facility Requirements

CMMS computer maintenance management system

Cx Commissioning Process

CxP Cx Provider

DDC direct digital controls

OCx Ongoing Cx

O&M operations and maintenance

OPR Owner’s Project Requirements

TAB testing, adjusting, and balancing

TBCxP Total Building Commissioning Process

VAV variable air volume

5. PREDESIGN PHASE

5.1 Introduction 5.1.1 Predesign is a preparatory phase of the project delivery process in which the OPR are developed and defined. Information about the project is gathered, including program requirements, community context, codes and regulations, site and climate, facility context and function, facility technology, sustainability, cost, schedule, and the client’s (including Owner, occupants, operators, and maintenance personnel) needs and capabilities.

5.1.2 This phase is critical to the Cx because the documented OPR forms the foundation for the design, construction, and occupancy and operation of the facility and is the basis for the Cx Plan and schedule. Beginning the Cx during the Predesign Phase facilitates project communication by monitoring the OPR from Predesign through Design Phase, Construction Phase, and Occupancy and Operations Phase and by verifying decisions in these phases with the written OPR and the BoD.

5.1.3 Predesign Phase Cx objectives include the following:

a. Developing the OPR b. Identifying a scope and budget for the Cx c. Developing the initial Cx Plan d. Acceptance of Predesign Phase Cx Activities e. Review and use of lessons-learned information from pre vious projects

5.2 Predesign Phase Cx Activities 5.2.1 Predesign Phase Cx Responsibilities 5.2.1.1 The person with overall responsibility for the Cx is the CxP. During the Predesign Phase, a CxP Team is formed to oversee, implement, and accomplish the Cx Activities detailed in this guideline. Responsibility for leadership of the CxP Team should be defined and assigned at the beginning of the Predesign Phase. The CxP Team members must be available for meetings, have the qualifications to contribute to the development of the OPR, and have the authority to make decisions binding on the firms/constituencies they represent. Lines of authority and lines of communication in determining CxP Team members’ responsibilities shall be documented. The CxP Team composition must be based on the scope of the Cx services established for the project.

5.2.1.2 The Owner must assign (or contract for) appropriate representatives to participate on the CxP Team, both from within and external to their organization. CxP Team responsibilities should be consistent with the agreements between parties involved in the project, and such agreements must clearly address Cx responsibilities.

5.2.1.3 Essential team members during the Predesign Phase include Owner’s representatives, the CxP, predesign and programming professionals, design professionals, and (if known) the construction/program/project managers. The CxP can assist the Owner in identifying and selecting these initial CxP Team members. Owner’s representatives will include the project manager, occupants or users, facility manager, and O&M personnel. Including O&M personnel on the CxP Team will help ensure that important O&M issues are included in the OPR. The Owner will generally need to reconcile conflicting project requirements and provide feedback on decisions to the CxP Team. The Design Team members and CxP can assist the Owner in reconciling conflicting technical requirements.

5.2.1.4 The CxP Team will evolve as a project progresses. During successive phases, the active membership of the CxP Team may shift to meet the unique requirements of each phase. Contractors and vendors, for example, may join the CxP Team after they are under contract or after the start of construction.

5.2.1.5 Predesign Phase Cx Activities described in this section to be performed by the Design Team must be included in the scope of services described in the Owner/Design Professional Service Agreement. These Cx Activities may be more than are normally required in their scope of services. The scope of services in the Owner/Design Professional Service Agreement should also include the requirement to cooperate with the CxP during the Predesign Phase, Design Phase, and Construction Phase of the project. This may include testing soils, surveying, or other requirements during predesign.

5.2.1.6 Responsibilities of the CxP Team during the Predesign Phase include the following:

a. Assist Owner in preparing requests for project services

that outline the roles and responsibilities developed in the Cx Plan. b. Facilitate development and documentation of the OPR. c. Develop scope and format for the project Systems Manual

and select/designate an entity responsible for developing this manual. Add this entity to the CxP Team where appropriate. d. Develop scope and budget for project-specific Cx Activi ties. e. Verify that Cx Activities are clearly stated in all project

scopes of work. f. Integrate the Cx Activities into the project schedule. g. Build and maintain cohesiveness and cooperation among

the Project Team. h. Coordinate Owner’s representative’s participation as

defined in Section 5.2.1.2. i. Conduct and document CxP Team meetings. j. Identify who will accomplish the Cx Activities.

4 ASHRAE Guideline 0-2019