ASHRAE_Guideline_0-2019_ - Page 026
Extracted Content
(This appendix is not part of this guideline. It is merely informative and does not contain requirements necessary for con- formance to the guideline.)
INFORMATIVE APPENDIX D COMMISSIONING PROCESS DOCUMENTATION MATRIX
This appendix provides an example of how to implement part of Guideline 0. It is not intended to be a comprehensive representation or a best-practice example. Practitioners applying the Cx should carefully follow Guideline 0 and applicable commissioning technical guidelines tailored to their specific projects. Table D-1 summarizes the documents that are produced during the implementation of the Cx on a project.
Table D-1 Documentation Matrix
| Phase | Document | Input By | Provided By | Reviewed/ Approved By | Used By | Notes |
|---|---|---|---|---|---|---|
| Predesign | OPR | O&M, users, capital projects, Design Team (?) | CxP or designer | Owner | CxP, Design Team | Design Team may not be hired yet. |
| Predesign | Cx Plan | Owner, Design Team (?), CxP | CxP | Owner | CxP, Owner, Design Team | Design Team may not be hired yet. |
| Predesign | Systems Manual outline | O&M, CxP | Owner or CxP | Owner | Design Team | May be included in OPR. |
| Predesign | Training Requirements outline | O&M, users, CxP, Design Team | Owner or CxP | Owner | Design Team | May be included in OPR. |
| Predesign | issues and resolution log | CxP | CxP | N/A | CxP, Design Team | May be only format at this phase. |
| Predesign | Issues report | CxP | CxP | Owner | Design Team, Owner | |
| Predesign | Predesign Phase Cx Report | CxP | CxP | Owner | Owner | Close of phase report |
| Design | OPR update | O&M, users, capital projects, Design Team | CxP or designer | Owner | CxP, Design Team | |
| Design | BoD | Design Team | Design Team | Owner, CxP | Design Team, CxP | |
| Design | Construction specifications for Cx | Design Team, CxP, Owner | Design Team or CxP | Owner | Contractors, CxP, Design Team | May also be provided by project manager or Owner’s rep. |
| Design | Systems Manual outline (expanded) | Design Team, CxP, O&M, contractor (?) | Design Team or CxP | Owner, CxP | Design Team, contractor | Contractor may not be hired yet. |
| Design | Training requirements in specifications | O&M, users, CxP, Design Team | Owner or CxP | Owner | Design Team | Contractor may not be hired yet. |
| Design | Design review comments | CxP | CxP | Owner | Design Team | |
| Design | Issues and resolution log | CxP | CxP | N/A | CxP, Design Team | |
| Design | Issues report | CxP | CxP | Owner | Design Team, Owner | |
| Design | Design Phase Cx Report | CxP | CxP | Owner | Owner | Close of phase report |
| Construction | OPR update | O&M, users, capital projects, Design Team | CxP or designer | Owner | CxP, Design Team, contractors | |
| Construction | BoD update | Design Team | Design Team | CxP, Owner | Design Team, CxP |
Notes: a. The term “contractor” is understood to refer to any of several entities that provide construction services. Depending on the project, this could include, among others, the Owner’s repre sentative, construction manager, contractors, and subcontractors. b. Abbreviations: BoD = Basis of Design; Cx = Commissioning Process; CxP = Cx Provider; O&M = operations and maintenance; OPR = Owner’s Project Requirements.
24 ASHRAE Guideline 0-2019