ASHRAE_Guideline_0-2019_ - Page 011

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differentiate it from the contractor’s contractual obligations. In addition, as much BoD information should be included in the contract documents as possible. This information is included in the contract documents to aid the contractors in understanding the design, material requirements, sustainability and energy goals, and the desired use and intent of the facility. Such information aids in the successful implementation of the Cx but does not relate directly to the contract requirements.

6.2.4.3 Specific Cx requirements are included in the contract specifications. For this guideline, specification division numbers and section titles consistent with the Construction Specifications Institute MasterFormat [®] are used. This is done to simplify a lengthy list of specification requirements. Cx Activities that address systems and assemblies need to be included in Division 1 sections and those that address equipment and components should be included in Divisions 2 through 16, as described further in the following:

a. The obligations to perform Cx Activities must be docu mented in the contract between the Owner and contractor. b. Detailed scope and responsibilities of the contractor shall

be included in the “Summary of Work” section in Division 1. c. The Cx requirements for documentation, training, and

testing facility systems and assemblies are integrated into commissioning sections in Division 1. d. Specific equipment and component performance docu mentation requirements and use of construction checklists should be integrated into specification sections in Divisions 2 through 16, with appropriate cross references.

6.2.4.4 The Cx Activities to be integrated include the following:

a. Performance, installation, and operations information

requirements as part of shop drawing submittals in Divisions 2 through 16 sections b. Completion of construction checklists in Division 1, and

references to Division 1 in Divisions 2 through 16 sections c. Contractor involvement in the CxP Team in Division 1 d. Test requirements in Division 1 e. Training program development and implementation

requirements in Division 1 f. Systems Manual requirements in Division 1

6.2.4.5 A guide specification section template for general Cx requirements in Division 1 is included in Informative Appendix L.

6.2.5 Construction Checklists 6.2.5.1 Construction checklists aid the installers by providing specific information on the OPR for equipment and assemblies for long-term operation. Checklists typically include the following:

a. Equipment/assembly verification b. Preinstallation checks c. Installation checks d. Any negative responses

6.2.5.2 The first section of the checklist is equipment/ assembly verification. This section should include vital information on the equipment or materials being supplied (specific listings of vital information are included in the technical guidelines developed for various facility systems). This section contains information on what equipment/material was specified/submitted and space to document/verify what was actually delivered to the site.

6.2.5.3 The preinstallation section of the checklist is used to verify the condition of the equipment/material at the site immediately prior to its installation.

6.2.5.4 The installation section of the checklist is used to verify proper installation. This section focuses on the ability of the installation to meet the construction documents and the OPR. For equipment, this section focuses on the physical installation and its start-up when applicable. For assemblies, the focus is typically on installation and performance.

6.2.5.5 The negative-responses section is a space provided to document the reason for any negative responses and whether any action has been taken to correct the problem or problems that led to the negative responses.

6.2.5.6 When a test data form is required for a specific system or assembly, there should be an item in the associated construction checklist for the test data form to be submitted to the CxP.

6.2.5.7 Construction checklists should be kept as short as possible, and the questions should be worded clearly, so that the correct answer is typically “yes.”

6.2.5.8 Construction checklists are used by the CxP Team to verify that the installation meets the OPR. They can also be used by the contractors to track progress of construction against the schedule of values.

6.2.5.9 Informative Appendix M contains sample formats for construction checklists.

6.2.6 Systems Manual 6.2.6.1 The Systems Manual should provide the information needed to understand, operate, and maintain the systems and assemblies and to inform those not involved in the design and construction process about the systems and assemblies. The Systems Manual should be the repository of information on updates and corrections to systems and assemblies, as they occur during the Occupancy and Operations Phase.

6.2.6.2 The Systems Manual expands the scope of the traditional O&M documentation to include the additional information gathered during the Cx and to provide a systemsbased organization of information.

6.2.6.3 Contractor documentation requirements for the Systems Manual shall be clearly stated in the construction documents.

6.2.6.4 The following should be included in the Systems Manual (see Informative Appendix O for an example format):

a. Index of Systems Manual with notation as to content stor age location if not in actual manual b. Executive summary c. OPR d. BoD documents

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