ASHRAE_Guideline_0-2019_ - Page 017

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7.2.14 Verify Training 7.2.14.1 Within a reasonable period (such as three weeks) of each training program, between 5% and 10% of the trainees shall be randomly selected and tested or informally evaluated on the material covered in the specific program. The intent of this testing is to verify that the trainees were provided with the pertinent information to operate and maintain the facility according to the OPR.

7.2.14.2 It is not typically expected that the trainees will have memorized everything from the training session but that they know where the information is, can find it, and understand sufficiently to walk through the key steps to troubleshoot a problem and resolve it.

7.2.14.3 Attendee sign-in sheets should be used to verify that training was delivered to the intended people.

7.2.15 Construction Phase Cx Report 7.2.15.1 The Construction Phase Cx Report is the documentation of the commissioning work and results accomplished during the Construction Phase. The Construction Phase Cx Report contains the following:

a. Identification of any systems or assemblies that do not

perform in accordance with the OPR. For various reasons, the Owner may choose to accept performance that is at variance with the OPR, either permanently or until schedule and budget constraints allow for correction. The Owner’s acceptance of these conditions should be documented along with the environmental, health, safety, comfort, energy, and O&M cost impacts. The OPR must be updated to match the revised expectations. b. Evaluations of the operating condition of the systems at

the time of test completion. c. Construction checklist completion and verification sum mary. d. Results from the issues and resolution log, including the

descriptions of issues and the measures taken to correct them. The description should assess the importance of the issues and estimate the value of their correction in terms of environmental impact, improved health, safety, comfort, energy consumption, O&M costs, and the ability of the facility to support its mission. e. Test procedures and data. This section should incorporate

the original test procedures and signed data forms, including additional data such as photos, computerized documentation, and other records of the tests. Data should include the final accepted test as well as earlier tests that failed to meet the specified criteria. This section should also include a set of blank data forms for future use in the Ongoing Cx and Recommissioning. f. Cx Progress Reports. Copies of progress reports generated throughout the Cx. g. Deferred tests. Execution of some tests may be deferred

until appropriate natural loads, such as occupancy or design weather conditions, are available. For these deferred tests, the prerequisite conditions and an estimated schedule for their completion should be included. h. Lessons learned. Evaluation of the Cx used and changes

that will improve the delivered project and form the basis for the final Cx Report developed during the Occupancy

and Operations Phase. This is essential to ensure that issues, benefits, and recommendations are captured in a written document while all team members are available and information is fresh.

7.2.15.2 A draft Construction Phase Cx Report should be submitted for Owner review. Submittal of the draft Cx Report to other CxP Team members may also be appropriate.

7.2.15.3 The final Construction Phase Cx Report should incorporate review comments from the Owner and, optionally, from other CxP Team members.

7.2.16 Verify Systems Manual Update 7.2.16.1 Verify that the Systems Manual is updated to incorporate materials generated during the Construction Phase. Materials that should be added are as follows:

a. Test procedures and test data records b. Training plans c. Training records d. Record drawings e. Submittal review reports f. Updated OPR g. Updated BoD h. Updated Cx Plan i. Updated issues and resolution log j. Cx Progress Reports

7.2.17 Verify Update of the BoD 7.2.17.1 Verify that the BoD is updated to reflect any changes to the design during the Construction Phase. Verify that design changes comply with the OPR. If necessary, update the OPR.

7.3 Construction Phase Acceptance Requirements 7.3.1 The Cx should include the formal acceptance by the Owner of the Systems Manual, verified test reports, and training reports, consistent with the recommendations of the CxP and appropriate other CxP Team members.

7.4 Construction Phase Documentation Requirements 7.4.1 The primary Cx requirements for documentation during the Construction Phase include the Construction Phase Cx Report and commissioning elements of the Systems Manual.

7.4.2 The information in these deliverables is used throughout the Occupancy and Operations Phase.

7.5 Construction Phase Training Requirements 7.5.1 The Cx training requirements for the Construction Phase are discussed in Section 7.2.14.

8. OCCUPANCY AND OPERATIONS PHASE

8.1 Introduction 8.1.1 The Occupancy and Operations Phase of the Cx begins at substantial completion. As a minimum, the Cx Activities begun at this point should continue through the end of the contractual warranty/correction period and ideally continue throughout the life of the facility. During the Occupancy and Operations Phase, the ongoing operation, maintenance, and modification of the facility systems and assemblies and

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