ASHRAE_Guideline_0-2019_ - Page 034
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 H ACCEPTANCE 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.
Developing and documenting the acceptance procedures in an acceptance plan is an important task for the successful implementation of the Cx. The acceptance plan details the key Cx Activities that must be accomplished at the end of each phase in a project in order to move on to the next phase.
The following provides a description of the details that should be included in the acceptance plan and demonstrates a format that could be used.
H1. PREDESIGN PHASE
The OPR and the Cx Plan are formally accepted by the Owner during the Predesign Phase, after review and comment by the CxP. The general process for accepting these documents is as follows:
a. The CxP develops a draft of each document and provides
it to the CxP Team. b. The CxP Team provides comments on the draft docu ments. c. The CxP works with the CxP Team to resolve any issues. d. The CxP recommends acceptance of the documents to the
Owner and provides copies for review. e. The Owner reviews the modified documents and accepts.
H2. DESIGN PHASE
The updated OPR, updated Cx Plan, BoD, and contract documents are formally accepted by the Owner during the Design Phase. The OPR and the Cx Plan follow the same process as detailed in the Predesign Phase.
The general process for accepting the BoD is as follows:
a. The CxP provides a list of information required and the
format for the BoD to the design professionals prior to the start of design. b. The design professionals gather and organize the informa tion during the creation of the design. c. The design professionals submit the BoD to the Owner
and CxP for review and comment with each design submittal. d. Upon correction and resubmittal, the Owner accepts the
BoD based on the recommendation of the CxP.
The general process for accepting the contract documents is as follows:
a. The design professionals submit the final package to the
Owner and CxP for review. b. The CxP evaluates the contract documents using random
sampling to determine their ability to achieve the OPR.
c. The CxP meets with the design professionals to discuss
and resolve comments. d. Upon resolution of comments, the CxP recommends to
the Owner acceptance of the documents. e. Owner reviews the comments, their resolution, and accepts
the contract documents.
H3. CONSTRUCTION PHASE
The updated OPR, updated Cx Plan, updated BoD, Systems Manual, training program, and a preliminary and a final Construction Phase Cx Report are formally accepted by the Owner during the Construction Phase. The OPR, Cx Plan, and BoD follow the same process as previously detailed.
The general process for accepting the Systems Manual is as follows:
a. The CxP tracks the contractor submittals for the required
documentation. b. Within XX days of submittal acceptance for a system or
assembly, the contractor submits a draft Systems Manual to the Owner, CxP, and design professionals. c. The CxP consolidates the reviews and meets with the
design professionals to discuss and resolve. d. The contractor submits to the CxP changes to the accepted
submittals throughout construction. e. XX days prior to the first training session, the contractor
submits the final Systems Manual to the Owner, CxP, and design professionals. f. The Owner accepts the final Systems Manual based on the recommendation of the CxP.
The general process for accepting the training program is as follows:
a. The CxP provides the training agendas to the contractor. b. The contractor develops the training program, including
identifying the trainer, the schedule of sessions, and the material to be developed. This information is submitted to the Owner, CxP, and design professionals for review and comment. c. Based on the recommendation of the CxP, the Owner
accepts the training program. d. The contractor then develops the training material and
submits it to the Owner, CxP, and design professionals for review and comment XX days before the first training session. e. Based on the recommendation of the CxP, the Owner
accepts the training materials. f. The contractor implements the training program. g. The CxP randomly quizzes the trainees two weeks after
the completion of a session. h. The contractor submits copies of all training materials and
edited videotapes of the sessions. i. The CxP recommends acceptance of the completed training program to the Owner.
The general process for accepting the facility is as follows:
a. Throughout construction, the CxP randomly samples the
completion of the construction checklists for meeting the OPR.
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