ASHRAE_Guideline_0-2019_ - Page 008

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a. Substructure, including basement and foundations b. Shell, including superstructure, roof, walls, fenestration,

and exterior doors c. Interiors, including interior construction, wall, floor, and

ceiling finishes, partitions, interior doors, stairways, hardware, and fitting specialties d. Services, including controls, HVAC&R systems, electrical

systems, fire and life safety systems and assemblies, security systems, communication systems, plumbing systems, conveying systems, and specialty or technology systems e. Equipment and furnishings f. Sitework g. Landscaping

5.2.4 Develop the Cx Plan 5.2.4.1 The Cx Plan identifies processes and procedures necessary for a successful Cx. The Cx Plan addresses the OPR and reflects the defined scope and budget for the Cx.

5.2.4.2 The Cx Plan includes a schedule of Cx Activities, individual responsibilities, documentation requirements, communication and reporting protocols, and evaluation procedures. Evaluation procedures include the review and verification to the OPR of the design documents, contract documents, construction and test procedures.

5.2.4.3 The Cx Plan is continually updated during the life of a project to reflect changes in planning, design, construction, and occupancy and operations. During the Predesign Phase, the Cx Plan focuses on the scope of the Cx during the Design Phase. The Construction Phase and Occupancy and Operations Phase are included, but details are usually added during the Design Phase for the Construction Phase and Occupancy and Operations Phase (see Sections 6.2.3 and 7.2.5).

5.2.4.4 The Cx Plan contains the following information:

a. Overview of the Cx developed specifically for the project. b. Roles and responsibilities for the CxP Team throughout

the project and specifically during the Predesign Phase and Design Phase. The roles shall differentiate the areas with which each of the members is involved, and the responsibilities shall detail the specific tasks that are to be completed by the individual members. c. Documentation of general communication channels to be

used throughout the project. Design Phase procedures should be clearly documented during the Predesign Phase. d. Detailed description of Cx Activities and a schedule of

activities during the Predesign and Design Phases. The milestones should include the CxP Team meetings, OPR development, design review periods, and the completion of the BoD and the commissioning specifications. e. General description of Cx Activities that will occur during

the Construction Phase and Occupancy and Operations Phase. f. Guidelines and format that will be used to develop the Cx documentation that facilitates communication among the CxP Team and all other parties involved in the project. g. Cx forms that will be used during the Predesign Phase and

Design Phase to communicate and track critical Cx information. h. Project design document verification procedures.

i. The framework for procedures to follow whenever Cx verification does not comply with the OPR. j. Quality-based sampling procedures for verification of compliance with the OPR during all project phases.

5.2.4.5 If properly developed, the Cx Plan forms the core of the final Cx Report.

5.2.5 Establish Issues and Resolution Log Procedures 5.2.5.1 An issues and resolution log contains detailed descriptions of design, installation, or performance issues that are at variance with the OPR. Issues are identified and tracked as they are encountered during the design, construction, and operation of a facility. It is recommended that an issues and resolution log be maintained with the status of all current and resolved issues. The information outlined in Sections 5.2.5.2 and 5.2.5.3 should be documented in the log as a minimum.

5.2.5.2 Information to be documented at the time an issue is identified includes the following:

a. Unique numeric or alphanumeric identifier by which the

issue may be tracked b. Short, descriptive title of the issue c. Date and time of the identification of the issue d. Test number of the test being performed at the time of the

observation, if applicable, for cross reference e. Identification of system, equipment, or assembly to which

the issue applies f. Location of the issue g. Description of the observed design, installation, or perfor mance issue, including any information that may be helpful in diagnosing or evaluating the issue h. Recommended corrective action, if apparent i. Identification of the CxP Team member responsible for resolution of the issue, if apparent j. Expected date of correction k. Name of the person documenting the issue

5.2.5.3 Information to be documented when an issue is resolved includes the following:

a. Date of completion of resolution. b. Description of corrective action taken. Include description

of diagnostic steps taken to determine the root cause of the issue and the value of resolving the Cx issue for the Owner, Design Team, contractor, or occupant. c. Identification of changes to the OPR or BoD that require

action (if any). d. Statement that the correction was completed and the sys tem or assembly is ready for retest, if applicable. e. Name of the person who resolved the issue. f. Name of person documenting the issue resolution.

5.2.6 Prepare Issues Report 5.2.6.1 On a periodic basis, at least for each CxP Team meeting, a report shall be generated for review of outstanding issues. The following information should be included:

a. Issue number b. Short, descriptive title of the issue c. Date of the identification of the issue

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