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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 G CX PLAN

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.

The following is an example outline for a Cx Plan. The basic structure of this example is such that each phase of the plan has its own section detailing what activities will be accomplished and guidance on who accomplishes them and how they are completed. The results from each activity are then included in an appendix. The intent of this format is for the Cx Plan to become the final Cx Report at the end of the project by filling in the results as the project progresses.

Depending on the size and scope of the Cx Activities, it may be beneficial to have three Cx Plans: one for the Predesign Phase, one for the Design Phase, and one for the Construction Phase. If separate Cx Plans are used, then care must be taken to inform those that are involved in only a portion of the process of the previous material.

G1. SAMPLE TABLE OF CONTENTS

CX PLAN OVERVIEW CX DESCRIPTION PREDESIGN PHASE

Develop Owner’s Project Requirements Develop Initial Cx Plan Cx Issues

Step 1—Identify and Record Issues Step 2—Calculate Avoided Costs Step 3—Evaluate Range of Avoided Costs DESIGN PHASE

Review and Modify Project Specifications Verify Basis of Design Update Cx Plan

Accomplish Design Reviews Develop Cx Contract Document Requirements Prebid Meeting CONSTRUCTION PHASE

Conduct Preconstruction Meeting Contractor Submittal Review Construction Checklists

Delivery Book Preinstallation Checks Installation and Start-Up Checks Training Testing OCCUPANCY AND OPERATIONS PHASE

Final Cx Report Seasonal Testing Ongoing Training Warranty Review Lessons-Learned Meeting CONTACT INFORMATION SCHEDULE REQUIREMENTS APPENDIX A—OWNER’S PROJECT REQUIREMENTS APPENDIX B—BASIS OF DESIGN APPENDIX C—PROJECT SPECIFICATIONS APPENDIX D—COMMUNICATION STRUCTURES APPENDIX E—ROLES AND RESPONSIBILITIES APPENDIX F—COMMISSIONED SYSTEMS

[listing of systems and assemblies] APPENDIX G—COMMISSIONING PROCESS SCHEDULE APPENDIX H—PREBID MEETING APPENDIX I—PRECONSTRUCTION MEETING APPENDIX J—SUBMITTAL REVIEW APPENDIX K—COMMISSIONING PROCESS ISSUES APPENDIX L—CONSTRUCTION CHECKLISTS APPENDIX M—TESTS APPENDIX N—TRAINING APPENDIX O—SYSTEMS MANUAL APPENDIX P—MEETING MINUTES APPENDIX Q—CORRESPONDENCE APPENDIX R—WARRANTY REVIEW APPENDIX S—LESSONS LEARNED

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