ASHRAE_Guideline_0-2019_ - Page 018
Extracted Content
their associated documentation are verified against the updated OPR.
8.1.2 The active involvement of the CxP and CxP Team during the initial portion of the Occupancy and Operations Phase of a project is an integral aspect of the Cx.
8.1.3 Occupancy and Operations Phase Cx objectives include the following:
a. Using the CxP’s project knowledge and experience to
minimize contractor callbacks b. Providing ongoing guidance on O&M to achieve the OPR c. Completing seasonal testing of facility systems and
assemblies d. Documenting lessons learned from applying the Cx for
application to the next project e. Acceptance of Occupancy and Operations Phase Cx
Activities
8.1.4 Occupancy and Operations Phase Cx Activities described in this section that are to be performed by the Design Team and special consultants that 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 training, seasonal tests, problem resolution, design evaluation, site visits, updating drawings and specifications, or other requirements performed during the occupancy and initial operations period defined for the project.
8.1.5 If the Owner adopts the Cx on a project at the Occupancy and Operations Phase, then this process is termed ret- rocommissioning, and, while it accomplishes some Cx Activities described herein, it is sufficiently different from the Cx that it is not within the scope of this guideline.
8.1.6 It is often desirable for the Owner to maintain the benefits of the Cx well into the life of the facility.
8.2 Occupancy and Operations Phase Cx Activities 8.2.1 Occupancy and Operations Phase Cx Responsibil- ities
8.2.1.1 During the Occupancy and Operations Phase, the CxP Team works to verify the ongoing compliance with the OPR.
8.2.1.2 Essential team members during the Occupancy and Operations Phase include Owner’s representatives, the CxP, design professionals, contractors, and construction/program/project managers.
8.2.1.3 Responsibilities of the CxP Team during the Occupancy and Operations Phase include the following:
a. Coordinate contractor callbacks. b. Verify seasonal testing of facility systems and assemblies. c. Verify continuing O&M personnel training. d. Verify that system and assembly operations meet updated
OPR. e. Verify continual updating of the Systems Manual.
f. Conduct and verify periodic performance evaluations of facility systems and assemblies. g. Convene lessons-learned workshop. h. Complete the final Cx Report for the project.
8.2.2 The CxP should aid in the coordination of the callback of contractors during the Occupancy and Operations Phase. Because the CxP has been involved since the Predesign Phase, he/she has the ability to identify which contractors should be contacted to resolve an issue.
8.2.3 Verification of the performance of all systems and assemblies being commissioned should be completed during the Construction Phase. However, certain weather conditions, load conditions, or occupant interactions are required to complete some verification activities. Such deferred performance verification shall be conducted at an appropriate time, and under appropriate conditions, as early as possible after occupancy.
8.2.4 Training of the Owner’s O&M personnel on the fundamentals of facility and system/assembly operations, and of the occupants on facility use, will ideally occur primarily during the Construction Phase of a project. Some training, however, is likely to be best deferred until the Owner has assumed responsibility for the facility. Such training will be defined in the Cx Plan and contract documents.
8.2.4.1 Ongoing training is an integral part of OCx. The Owner’s O&M personnel and the occupants will be critical members of the CxP Team responsible for these periodic efforts.
8.2.5 The final project Cx Report will be completed during this phase. The requirements for a successful Cx Report are described in Section 7. Content not available or incomplete at the end of the Construction Phase will be added during this phase.
8.2.5.1 Should the Owner choose to implement the OCx for his/her facility, periodic Cx Reports will be created throughout the Occupancy and Operations Phase to reflect the Cx Activities undertaken.
8.2.6 The final project Systems Manual will be completed during this phase. The requirements for a successful Systems Manual are described in Section 7. Content not available or incomplete at the end of the Construction Phase will be added during this phase.
8.2.6.1 The Systems Manual should be updated as changes are made to the facility throughout the entire Occupancy and Operations Phase. This includes updating the OPR to reflect current conditions and needs and updating the BoD to reflect changes to systems and assemblies.
8.2.7 Dynamic systems and equipment, as well as static systems, assemblies, and components, tend to migrate from their as-installed conditions over time. In addition, the needs and demands of facility users and processes typically change as a facility is used. To attain optimal performance of facility systems, periodic verification of system, assembly, and component condition and operation is essential. The Systems Manual provides the tools and documented benchmarks for evaluation of ongoing performance. Such periodic verification is often best done in the context of OCx.
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