ASHRAE_Guideline_0-2019_ - Page 028

Extracted Content

(This appendix is not part of this guideline. It is merely informative and does not contain requirements necessary for conformance to the guideline.)

INFORMATIVE APPENDIX E COMMISSIONING PROCESS REQUEST FOR QUALIFICATIONS

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.

E1. BACKGROUND

___________________________________ (Owner) is seeking the services of a qualified CxP for _______________________. The project is a ____________ gross ft [2], ___ story, Class ___ [ type ] ___________ building in

[ city, state ] ____________, ___, with a project budget of $ million. The facility is expected to be composed of ____% [ space type ], ____% [ space type ], and _____%

[ space type ].

The project is currently in the early Predesign Phase. The expected schedule is to start design by ___________________, start construction by ___________________, and occupy by ___________________.

The management structure is traditional design/bid/build with full design documents and specifications being developed by an architectural/engineering firm. The construction documents will be let out to bid, and a general contractor will be hired to complete the construction. The Owner’s primary construction representative on site will be provided by the separately contracted services of a construction manager. The CxP will be hired by and report directly to the Owner.

E2. SCOPE OF WORK

The Owner has adopted the Cx as his/her quality process to plan, design, construct, and operate this facility. As with any quality process, the Cx provides tools to enable everyone involved in the construction of the facility to verify that the final facility meets the OPR.

The following is a summary of the Cx that the Owner intends to implement on this project. The proposer is free to suggest changes and improvements to this process. However, for this proposal the following process will be assumed.

E2.1 Cx During the Predesign Phase. The Cx Activities completed by the CxP during the Predesign Phase include the following:

a. Developing and documenting the OPR b. Identifying a scope and budget for the Cx c. Developing the initial Cx Plan d. Acceptance of Predesign Phase Cx Activities

E2.2 Cx During the Design Phase. The Cx Activities completed by the CxP during the Design Phase include the following:

a. Working with the CxP Team to document the OPR for the

facility b. Working with the design professionals in documenting the

BoD c. Verifying the BoD with regard to the OPR d. Developing a Cx Plan encompassing the Design Phase,

Construction Phase, and Occupancy and Operations Phase e. Determining the commissioning requirements and activi ties to include in the construction documents, with review by the Design Team, for integration into the project’s construction specifications f. Reviewing the in-depth design documentation developed by the design professionals g. Performing statistically based quality design review at

35%, 50%, 95%, and 100% completion of the drawings and specifications

E2.3 Cx During the Construction Phase. The Cx Activities accomplished by the CxP during the Construction Phase include the following:

a. Organizing the Cx components and conducting a prebid

and preconstruction meeting where the Cx requirements are reviewed with the CxP Team b. Organizing and conducting periodic CxP Team meetings

necessary to plan, develop the scope of, coordinate, and schedule activities and resolve problems c. Reviewing submittals concurrent with the design profes sional’s review d. Working with contractors in completing construction

checklists and tracking of checklist completion e. Statistically sampling completion of construction check lists on a periodic basis to verify that the contractor’s quality process is achieving the OPR f. Developing specific test procedures (the contractors review the procedures) g. Directing the execution of the tests by the contractors h. Documenting the results of the tests i. Documenting the correction and retesting of noncompliance items by the contractor j. Reviewing the Systems Manual for achieving the OPR k. Reviewing, preapproving, and verifying the training pro vided by the contractors l. Verifying delivery of the Systems Manual

E2.4 Cx During the Occupancy and Operations Phase. The Cx Activities accomplished by the CxP during the Occupancy and Operations Phase include the following:

• Scheduling and verifying deferred and seasonal testing by the contractor

• Verifying continuing training

• Reviewing warranties with the O&M staff two months prior to expiration of warranty

• Scheduling, organizing, and attending a lessons-learned workshop (The workshop is facilitated by an independent member of the CxP’s firm.)

• Completing the final Cx Report

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