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eLibrary >
ASHRAE Standard 202-2018 - Commissioning Process for Buildings and Systems (ANSI Approved; IES Co-sponsored) >
ASHRAE Standard 202-2018 - Commissioning Process for Buildings and Systems (ANSI Approved; IES Co-sponsored), 2018
- ANSI/ASHRAE/IES Standard 202-2018 [Go to Page]
- CONTENTS
- 1. PURPOSE
- 2. SCOPE
- 3. DEFINITIONS
- 4. UTILIZATION [Go to Page]
- 4.1 Introduction. The application of this standard can be for the delivery of all or selected systems and assemblies in a project. The scope will depend on how the project is designed, built, and operated. The scope shall be defined in the Owner’s ...
- 4.2 Requirements
- 4.3 Acceptance. The process for each activity and deliverable shall include an acceptance step as defined in the OPR and reflected in the contract documents and associated Cx Plan. This step shall formalize the acceptance of the Cx deliverable by the...
- 5. INITIATING THE COMMISSIONING PROCESS [Go to Page]
- 5.1 General
- 5.2 Cx Requirements
- 6. OWNER’S PROJECT REQUIREMENTS [Go to Page]
- 6.1 Introduction. The Owner’s Project Requirements (OPR) form the foundation for the design, construction, and occupancy and operation of the facility and is the basis for the Commissioning Process (Cx) Plan and schedule. The OPR document evolves o...
- 6.2 Requirements
- 6.3 Acceptance
- 7. Commissioning process plan [Go to Page]
- 7.1 Introduction. The Commissioning Process (Cx) Plan shall be a written document and provide organization, documentation requirements, and tools to evaluate and document that the design, construction, and operation of the project or facility, system...
- 7.2 Requirements
- 7.3 Acceptance
- 8. BASIS OF DESIGN [Go to Page]
- 8.1 Introduction. The Basis of Design (BoD) is a written document that shall provide detailed information on the Design Team’s approach to meeting the OPR to provide the Owner with a better understanding of design issues and secure the Owner’s ap...
- 8.2 Requirements
- 8.3 Acceptance
- 9. CONTRACTOR, SUPPLIER, AND MANUFACTURER COMMISSIONING REQUIREMENTS [Go to Page]
- 9.1 Introduction. The responsibilities of the contractors, suppliers, and manufacturers, including those contracted directly to the Owner, shall follow the contract documents, including Commissioning Process (Cx) Activities and procedures defined by ...
- 9.2 Requirements
- 9.3 Acceptance
- 10. DESIGN REVIEW [Go to Page]
- 10.1 Introduction. A Commissioning Process (Cx) Design Review review shall be performed to evaluate compliance with the Owner’s Project Requirements (OPR).
- 10.2 Requirements
- 10.3 Acceptance
- 11. COMMISSIONING SUBMITTAL REVIEW [Go to Page]
- 11.1 Introduction. For construction or renovation projects requiring contractor or supplier submittals, a submittal documents review for commissioned systems and assemblies shall be performed to evaluate compliance with the Owner’s Project Requirem...
- 11.2 Requirements
- 11.3 Acceptance
- 12. CONSTRUCTION OBSERVATION and TESTING [Go to Page]
- 12.1 Introduction. The proper installation, coordination, testing, and interaction among commissioned systems and assemblies shall be evaluated.
- 12.2 Requirements
- 12.3 Acceptance
- 13. ISSUES and RESOLUTIONS DOCUMENTATION [Go to Page]
- 13.1 Introduction. Issues identified during Cx shall be documented and any open or continuing items listed in an issue and resolution log and Cx Progress Reports.
- 13.2 Requirements
- 13.3 Acceptance
- 14. SYSTEMS MANUAL [Go to Page]
- 14.1 Introduction. The Systems Manual documentation shall be provided to the Owner for use in building operation and the training of personnel.
- 14.2 Requirements
- 14.3 Acceptance
- 15. TRAINING [Go to Page]
- 15.1 Introduction. The operations and maintenance (O&M) personnel and occupants shall be trained on the systems being commissioned, in accordance with the Owner’s Project Requirements (OPR), to operate and maintain the building systems and assembli...
- 15.2 Requirements
- 15.3 Acceptance
- 16. POSTOCCUPANCY OPERATION [Go to Page]
- 16.1 Introduction. Postoccupancy operation commissioning, including delayed and seasonal testing and warranty issues, shall be provided prior to the time of warranty completion to deliver buildings and construction projects that meet the Owner's need...
- 16.2 Requirements
- 17. Cx REPORT [Go to Page]
- 17.1 Introduction. A Cx Progress Report shall be provided to summarize the Cx and the building operation for delivery to the building Owner and other required recipients.
- 17.2 Requirements
- 17.3 The final Cx Report shall include the following:
- 17.4 Acceptance
- INFORMATIVE APPENDIX A—COMMISSIONING PROCESS DOCUMENTATION MATRIX [Go to Page]
- Table A-1 Cx Documentation Matrix
- INFORMATIVE APPENDIX B—QUALITY BASED SAMPLING PROCESS [Go to Page]
- B1. USE OF SAMPLING
- B2. Cx DESIGN REVIEW
- B3. SUBMITTAL REVIEWS [Go to Page]
- B3.1 Review OPR. The CxP should review the current OPR to ensure understanding of the project success criteria. Specific attention should be given to those criteria that could be adversely impacted by the HVAC&R equipment performance, the system perf...
- B3.2 Review Construction Documents and Basis of Design. There is typically significant OPR information in the project specifications, plans, and the BoD for equipment, assemblies, and systems. Therefore, it is important to review the appropriate spec...
- B3.3 Identify Key Criteria. From the OPR and construction document reviews, the key criteria that will be used in reviewing the submittal should be identified and defined.
- Table B-1 Sample Rate Determination—Submittals
- B3.4 Accomplish Review. With the evaluation criteria established, the submittal review is accomplished. Because the sampling rate directly impacts the level of effort required by the CxP, the sampling rate needs to be determined during scope negotiat...
- B3.5 Construction Review. There are three primary areas relating to systems and assemblies where quality-based sampling is used for the ongoing verification of achieving the OPR.
- B4. SITE VISITS [Go to Page]
- Table B-2 Sample Rate Determination—Construction Verification
- Table B-3 Sample Rate Determination—Final Functional Performance Testing
- B5. Cx TESTING
- INFORMATIVE APPENDIX C—INITIATING THE COMMISSIONING PROCESS [Go to Page]
- C1. CxP PROCESS PROVIDER REQUEST FOR QUALIFICATIONS
- C2. SETTING CONTRACTUAL REQUIREMENTS [Go to Page]
- C2.1 Owner’s Project Requirements. Assist the Owner by developing the Owner’s Project Requirements (OPR) in accordance with ASHRAE/IES Standard 202. The commissioning provider (CxP) shall conduct workshops necessary to determine Owner’s objecti...
- C2.2 The Cx Plan. The CxP should develop a Cx Plan that outlines the project’s organizational structure and defines the team’s roles and responsibilities, deliverables, communication protocol, and schedule of activities.
- C2.3 Basis of Design Documentation. Design professionals shall provide Basis of Design (BoD) documentation as part of their required design submittals defined in Owner/ designer agreements. The BoD documentation shall contain the designer’s narrati...
- C2.4 Cx Specifications. Develop Cx specifications to meet the OPR that clearly define activities during construction and warranty periods for inclusion in the construction documents project manual. Cx specifications shall include contractor scope of ...
- C2.5 Cx Design Review
- C2.6 Construction Submittals Review. The designer shall require by specification that the contractor provide construction submittals to the CxP and designers concurrently. The CxP shall provide review comments to the designer in accordance with the P...
- C2.7 Observation and Testing
- C2.8 Field Report. The CxP shall document issues in field reports for each site visit performed by the CxP Team. Field reports should contain a summary of the issue, photographic documentation if practical, locations where the issue was observed, and...
- C2.9 Issues and Resolution Log. The CxP shall maintain an issues and resolution log that summarizes the issues and the disposition of each issue until resolved. It is recommended that the log contain columns for designer, general contractor/construct...
- C2.10 Systems Manual
- C2.11 Training
- C2.12 Final Cx Report. The CxP shall provide a final Cx Report no later than two months prior to the end of the warranty period.
- C2.13 Cx Report. The CxP shall provide Cx Progress Reports at the end of each month (or at intervals designated by the Owner) during the project, including Design, Construction, and Warranty Phases.
- INFORMATIVE APPENDIX D—OWNER'S PROJECT REQUIREMENTS [Go to Page]
- D1. FORMAT
- D2. OBTAINING THE INFORMATION
- D3. OPR DOCUMENT
- INFORMATIVE APPENDIX E—COMMISSIONING PROCESS PLAN
- INFORMATIVE APPENDIX F—BASIS OF DESIGN [Go to Page]
- F1. SAMPLE BoD REQUIREMENTS TO BE CONTAINED IN OWNER’S PROJECT REQUIREMENTS [Go to Page]
- F1.1 Introduction. The BoD is a written document that details the Design Team’s approach to the Owner’s Project Requirements (OPR). The BoD serves several purposes:
- F1.2 BoD Development Process
- F1.3 BoD Content. The following BoD contents will be edited for each project based on discussions between the Owner, CxP, or other parties. Ideally, the requirements for the BoD, third-party Cx, sustainable rating certifications, measurement and veri...
- INFORMATIVE APPENDIX G—COMMISSIONING PROCESS SPECIFICATIONS [Go to Page]
- G1. SPECIFICATIONS FOR THE COMMISSIONING PROCESS [Go to Page]
- G1.1 This appendix provides guidance on writing specifications for Cx Activities to be performed by construction contractors. The construction contractor’s obligation is to construct the building and its systems and assemblies according to the requ...
- G1.2 Example General Cx Specification Content [Go to Page]
- PART 1—GENERAL [Go to Page]
- Table G-1 Common Abbreviations Used in the CxP Specifications and in the Commissioning Plan
- Figure G-1 Organization chart.
- PART 2—PRODUCTS
- G1.3 ASHRAE/IES Standard 202 provides guidance on content and basic format. While the OPR includes Owner-developed criteria, few Owners have the resources to develop the OPR. Owners without these resources depend on the CxP Team to assist them in dev...
- G1.4 The OPR and BoD must be included or referenced in the construction contract documents for informational purposes only.
- G2. THE Cx PROVIDER [Go to Page]
- G2.1 The primary role of the CxP is to verify achievement of the OPR throughout the project, from the Predesign Phase through the Occupancy and Operations Phase. The Owner could perform the CxP role.
- G2.2 When the Owner’s organization cannot perform the CxP duties with qualified personnel, then the CxP should have a separate professional services agreement with the Owner, as this avoids conflicts of interest and provides independence from the o...
- G2.3 The CxP is a group of personnel with expertise and experience in the design, construction, and operations of the various systems and assemblies included in the project. These personnel are led by an individual who has expertise and experience in...
- G2.4 If the CxP is an employee, associate, or partner of the same organization as the designer of record or construction management firm, there is a conflict of interest. While not a recommended approach, in these instances, the CxP must have a separ...
- G2.5 The CxP’s level of engagement during the testing process can vary. In one instance, the CxP may provide direction to the contractor and document the process. However, at another point, the CxP may perform limited testing. The CxP plans, schedu...
- G3. ORGANIZATIONAL STRATEGY FOR INCLUSION OF COMMISSIONING ACTIVITIES IN THE SPECIFICATIONS [Go to Page]
- G3.1 Specifications (as a part of the construction contract documents) should include only the Cx Activities the contractors perform during the life of the construction contract, including the work required during the correction period and for warran...
- G3.2 Supplementary conditions modify the general conditions of the contract for construction in a document titled “Supplementary Conditions.” Among other provisions, define the CxP and include the CxP’s duties, rights, responsibilities, and lim...
- G3.3 General commissioning requirements that define the Cx for the project, each team member’s roles and responsibilities in the Cx, systems being commissioned, etc. (see Section G1.2 of this appendix for more detail) should be in the general requi...
- G3.4 During design, the CxP Team verifies that contractor activities, such as installation and start-up, testing, demonstration and training of the Owner’s O&M personnel, and Systems Manual, achieve the OPR and that these activities are included in...
- G3.5 During the Construction Phase, the Cx Provider Team participates in preinstallation meetings facilitated by the general contractor along with relevant Design Team members, the Owner, and relevant trade contractors to review contract document req...
- INFORMATIVE APPENDIX H—DESIGN REVIEW AND REPORT [Go to Page]
- H1. DESIGN SUBMISSIONS
- H2. GENERAL REVIEW
- H3. Cx DESIGN REVIEW [Go to Page]
- H3.1 Based on the focus of the Cx Design Review, as defined in the OPR and approved by the Owner, develop a report by design discipline included in the Cx scope. The Cx Design Review report should include areas of concern identified during the Cx Des...
- H3.2 Areas of concern should
- H3.3 Determine the review sampling procedure as defined in the project OPR and Cx Plan. See Informative Appendix B, “Quality Based Sampling Process,” for guidance on how to establish sampling criteria.
- H3.4 Conduct Review
- H3.5 Document Concerns. During the review of the drawings, keep detailed notes of problems found or concerns with certain items. Also, at the end of the review, a general summary of the quality of the drawings should be developed. A letter detailing ...
- H3.6 Review the Drawing Review Procedure. After the drawing review is completed, this document should be reviewed and modified to improve the process for the next time.
- H4. SPECIFICATION REVIEW
- H5. DESIGN PROFESSIONAL ACTIONS
- H6. DESIGN REVIEW REPORT
- INFORMATIVE APPENDIX I—SUBMITTAL REVIEW AND REPORT
- INFORMATIVE APPENDIX J—CONSTRUCTION OBSERVATION AND TESTING CHECKLISTS AND REPORTS [Go to Page]
- J1. OVERVIEW
- J2. PERFORMANCE
- J3. LEVELS OF COMPLEXITY
- J4. ACTIVE vs. PASSIVE TESTING
- J5. Construction Observation and Testing Checklists and Report [Go to Page]
- J5.1 Overview. Checklists are often developed for testing and used for listing criteria, process requirements, and performance testing. Checklists are, by definition, a list of items to be noted, checked, or remembered and are used in the context of ...
- INFORMATIVE APPENDIX K—ISSUES AND RESOLUTION LOG
- INFORMATIVE APPENDIX L—SYSTEMS MANUAL [Go to Page]
- L1. SYSTEMS MANUAL PREPARATION OBJECTIVES
- L2. SYSTEMS MANUAL DOCUMENTATION REQUIREMENTS
- INFORMATIVE APPENDIX M—TRAINING PLANS AND RECORDS [Go to Page]
- M1. PREDESIGN
- M2. DESIGN
- M3. CONTRACTOR SPECIAL TRAINING, LICENSING, AND CERTIFICATION (CONSTRUCTION PERIOD)
- M4. CONSTRUCTION PERIOD TRAINING
- M5. CONSTRUCTION CLOSE OUT
- M6. OCCUPANCY AND OPERATIONS
- M7. SUMMARY
- INFORMATIVE APPENDIX N—END-OF-WARRANTY COMMISSIONING
- INFORMATIVE APPENDIX O—COMMISSIONING PROCESS PROGRESS REPORT
- INFORMATIVE APPENDIX P—COMMISSIONING RESOURCES
- INFORMATIVE APPENDIX Q—REFERENCES
- INFORMATIVE APPENDIX R—ADDENDA DESCRIPTION INFORMATION [Go to Page]
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