ASHRAE_Guideline_0-2019_ - Page 009

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d. Name of the CxP Team member assigned responsibility

for resolution e. Expected date of correction

5.2.7 Prepare Cx Progress Reports 5.2.7.1 Cx Progress Reports are periodic reports of the status of Cx Activities throughout the project; they become part of the Cx Report. Cx Progress Reports should cover the following information:

a. Cx Activities completed since the last report, including

the current status of predesign project activities. b. Description of changes to the Cx schedule (e.g., early

completion of or delays in work and early or late delivery of items that impact the Cx Activities), Cx Plan, and design, along with their effect on the OPR and BoD. c. Include new and outstanding issues, and list those that

have been resolved since the last Cx Progress Report, including a brief description of actions taken to resolve the issues. Also include planned activities to resolve outstanding issues expeditiously. d. Cx Activities anticipated during the period before the next

Progress Report.

5.2.7.2 The frequency of Cx Progress Reports depends on the amount of work being accomplished and could vary from every two weeks to every six months. A general guide to follow is one progress report for every four CxP Team meetings.

5.3 Predesign Phase Acceptance Requirements 5.3.1 During the Predesign Phase, the Cx should include the formal acceptance by the Owner of the OPR and the Cx Plan.

5.4 Predesign Phase Documentation 5.4.1 The Cx scope and budget, OPR, Cx Plan, issues and resolution log and reports, and Cx Progress Reports are the primary documentation requirements for the Predesign Phase Cx.

5.4.2 The information in the OPR and the Cx Plan is used throughout subsequent project phases (including occupancy and operations).

5.5 Predesign Phase Training Identification Require- ments

5.5.1 Training requirements for facility, system, and assembly O&M are addressed in the OPR.

6. DESIGN PHASE

6.1 Introduction 6.1.1 During the Design Phase of the project delivery process, the OPR is applied to the construction documents. A document called the Basis of Design (BoD) is created that clearly conveys the assumptions made in developing a design solution that fulfills the intent and criteria in the OPR document. Narrative descriptions of facility systems and assemblies are developed and included in the BoD, and the Cx Plan is expanded to include the details of the Construction Phase and Occupancy and Operations Phase activities.

6.1.2 Design Phase Cx objectives include the following:

a. Verifying the BoD document with the OPR document

b. Updating the Cx Plan to include Construction Phase and

Occupancy and Operations Phase Cx Activities c. Developing Cx requirements for inclusion in the construc tion documents d. Developing draft construction checklists e. Updating the scope and format of the project Systems

Manual f. Defining training requirements g. Performing commissioning-focused design review h. Acceptance of Design Phase Cx Activities

6.1.3 Design Phase Cx Activities described in this section that are to be performed by the Design Team and special consultants 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, evaluating or checking existing conditions, surveying, or other requirements during the Design Phase.

6.1.4 Use quality-based sampling for verification of each activity or task determined to be related to the OPR in the Design Phase.

6.1.5 If the Cx on a particular project starts at the Design Phase, then the Cx Activities described for the Predesign Phase must be completed before the following Design Phase activities begin.

6.2 Design Phase Cx Activities 6.2.1 Design Phase Cx Responsibilities 6.2.1.1 During the Design Phase, the CxP Team works to verify that the construction documents meet and properly convey the OPR.

6.2.1.2 Essential team members during the Design Phase include the Owner’s representatives, the CxP, design professionals, and construction/program/project managers (if known).

6.2.1.3 Responsibilities of the CxP Team during the Design Phase include the following:

a. Build and maintain cohesiveness and cooperation among

the Project Team. b. Assist Owner in preparing requests for project services

that outline the Cx roles and responsibilities developed in the Cx Plan. c. Verify that Cx Activities are clearly stated in all project

scopes of work. d. Develop the scope and budget for project-specific Cx

Activities. e. Identify specialists who will be responsible for accom plishing the Cx Activities for specific systems and assemblies. f. Conduct and document CxP Team meetings. g. Inform all CxP Team members of decisions that result in

modifications to the OPR. h. Integrate the Cx Activities into the project schedule.

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