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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 F ROLES AND RESPONSIBILITIES
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.
Understanding and defining the role of each participant is vital to the success of the Cx. This appendix provides an example of the responsibilities of each participant in a comprehensive Cx. These responsibilities shall be documented in the contracts between the Owner and the contractor(s) and the Owner and the design professionals. The responsibilities of each participant should be included in the contract documents.
The responsibilities of the Owner, CxP, design professionals, construction manager, contractors, and manufacturers are detailed below.
F1. OWNER
a. Include a statement regarding design professional com missioning responsibilities and scope in the request for design services. b. Develop and commit to the OPR for the facility and its use. c. Assign O&M personnel and schedule them to participate
in the various meetings, training sessions, and observations/inspections as follows:
- Design Phase coordination meetings
- Construction Phase coordination meetings
- Initial Owner training session at initial placement of major equipment
- Maintenance orientation and inspection
- System testing verification meetings
- Procedures meeting for testing systems
- Owner’s training session
- Verification demonstrations
- Systems and assemblies tests
- Final review at acceptance meeting d. Review and approve any changes made to the OPR. e. Review and approve the construction documents. f. Provide qualified personnel for videotaping and editing of training sessions. g. Videotape construction progress. h. Review and comment on the CxP’s Cx Progress Reports. i. Review and comment on the CxP’s verification reports. j. Review and accept the CxP’s Cx Report.
F2. CX PROVIDER
a. Organize and lead the CxP Team. b. Facilitate and document the OPR.
c. Verify that the Cx Activities are clearly stated in all scopes
of work. d. Integrate the Cx Activities into the project schedule. e. Prepare a Cx Plan that describes the extent of the Cx to
meet the OPR. Update the Cx Plan during each phase of the project to incorporate changes and additional information. f. Review and comment on the ability of the design documents to achieve the OPR for the commissioned systems and assemblies. g. Prepare the Cx Activities to be included as part of the
project specification. Include a list of all individual trade contractor responsibilities for all the Cx Activities (list contractors by name, firm, and trade specialty if known). h. Execute the Cx through the writing and review of Cx
Reports, organization of all CxP Team meetings, tests, demonstrations, and training events described in the contract documents and approved Cx Plan. Organizational responsibilities include preparation of agendas, attendance lists, arrangements for facilities, and timely notification to participants for each Cx Activity. The CxP shall act as chair at all commissioning events and ensure execution of all agenda items. The CxP shall prepare minutes of every Cx Activity and send copies to all CxP Team members and attendees within five workdays of the event. i. Review the plans and specifications (during the Predesign and Design Phases) with respect to their completeness in all areas relating to the Cx. This includes verifying that the OPR has been met and that there are adequate devices included in the design to properly test the systems and assemblies and to document the performance of each piece of equipment, system, or assembly. j. Schedule all document review coordination meetings. k. Attend the project’s prebid meeting to detail the design
professional or contractor Cx requirements. l. Schedule the predesign and preconstruction Cx meeting within 60 days of the award of the contract at some convenient location and at a time suitable to the attendees. This meeting will be for the purpose of reviewing the complete Cx and establishing tentative schedules for the Design Phase and Construction Phase Cx Activities. m. Develop the initial format to be used for issues and resolu tion logs throughout and for each phase of the Cx. n. Schedule the initial Owner training session so that it will
be held immediately before the contractor training. This session will be attended by the Owner’s O&M personnel, the design professionals, the contractor, and the CxP. The CxP will review the OPR and the design professional(s) will review the BoD. o. Review proposed contractor-provided training program to
verify that the OPR is met. p. Attend a portion of the contractor-provided training ses sions to verify that the OPR is met. q. Receive and review the Systems Manual as submitted by
the contractor. Verify that it meets the OPR. Insert systems descriptions as provided by the design professional(s) in the Systems Manual. r. Witness system and assembly testing. Verify the results and include a summary of deficiencies.
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