ASHRAE_Guideline_0-2019_ - Page 010
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i. Track and document issues and deviations relating to the OPR and document resolutions in the issues and resolution log. j. Verify documentation and updating of the BoD. k. Develop construction checklists. l. Develop Construction Phase and Occupancy and Operations Phase test requirements. m. Develop training program requirements. n. Document Cx requirements and integrate them into the
contract documents. o. Update the Cx Plan. p. Review Design Phase documents for compliance with the
OPR. q. Update the OPR. r. Write and review Cx Progress Reports.
6.2.2 Basis of Design Documentation 6.2.2.1 The BoD, developed and updated throughout the Design Phase, is required with each design submission and should include the following:
a. System and assembly options b. System and assembly selection reasoning c. Facility, system, and assembly performance assumptions
- Assumptions for calculations/sizing
- Analytical procedures and tools
- Environmental conditions
- Limiting conditions
- Reference make and model
- Operational assumptions d. Narrative system and assembly descriptions e. Codes, standards, guidelines, regulations, and other refer ences f. Owner guidelines and directives g. Specific descriptions of systems and assemblies h. Consultant, engineering, and architectural guidelines for
design developed by the Design Team or others
6.2.2.2 The BoD documents how each criterion in the OPR is implemented in the design. For any criterion that could not be met, documentation detailing what was done, its impact on the OPR, and how the OPR was modified shall be included.
6.2.3 Update Cx Plan 6.2.3.1 The Cx Plan must be updated to reflect changes in the OPR and include additional information developed during the Design Phase.
6.2.3.2 During the Design Phase, the following is added to or updated in the Cx Plan:
a. Systems and assemblies to be verified and tested b. Schedule of Construction Phase and Occupancy and
Operations Phase Cx Activities c. Roles and responsibilities of new CxP Team members d. Construction Phase and Occupancy and Operations Phase
documentation and reporting requirements, including procedures and formats e. Construction Phase and Occupancy and Operations Phase
communication protocols
f. Construction Phase and Occupancy and Operations Phase Cx procedures
6.2.3.3 The milestones to be incorporated in the schedule should include the prebid meeting, preconstruction meeting, CxP Team meetings, training sessions, shop drawing submittals, Systems Manual submittal, special tests or code official inspection and acceptance, tests, test periods, substantial completion, occupancy, seasonal testing, initial Cx Report submittal, warranty review two months prior to end of warranty period, lessons-learned meeting, and final Cx Report.
6.2.3.4 The Construction Phase and Occupancy and Operations Phase roles and responsibilities of the individual members of the CxP Team, including any new members, should be clearly defined based on the unique experience and knowledge of the team members. Professional and services agreements must be modified to reflect the scope of work.
6.2.3.5 The Cx Plan must define the documentation that will be required as part of the Cx during the Construction Phase and Occupancy and Operations Phase. This includes the specific formats to be used (electronic/paper, software program and version), the information to be included, the frequency of submittal, and the distribution.
6.2.3.6 The communication protocols to be used during the Construction Phase and Occupancy and Operations Phase shall be clearly defined in the Cx Plan. This includes how the flow of information among the team members will be coordinated and distributed.
6.2.3.7 The Cx procedures to be implemented during the Construction Phase and Occupancy and Operations Phase must be clearly documented in the Cx Plan. These include the following:
a. Review of submittals b. Scheduling and holding of meetings c. Site visit procedures d. Issues identification, documentation, tracking, and resolu tion e. Construction Phase test preparation, implementation, and
follow-up f. The responsibilities of each member of the CxP Team g. Who is responsible for costs related to verification and
testing, including retesting or verification activities h. Systems Manual development and review i. Training program j. Occupancy and Operations Phase test preparation, implementation, and follow-up
6.2.3.8 The test procedure requirements developed during the Design Phase are general in nature, structure, and complexity but must clearly convey the level and amount of testing (see Section 7.2.9) required by manufacturers and contractors.
6.2.4 Cx Requirements in the Construction Documents 6.2.4.1 The Cx requires that certain quality-assurance and quality-control procedures, envisioned in the Cx Plan, be performed as part of the construction contract.
6.2.4.2 The OPR should be included in the contract documents and labeled as for “Informational Purposes Only” to
8 ASHRAE Guideline 0-2019