ASHRAE Guideline The Commissioning Process Building Commissioning Association Northeast Chapter Thomas Anderson, CCP

Purpose of Guideline  Describe the Cx Process to verify a facility meets the Owner’s Project Requirements

Utilization  Guideline Describes the “Process”  Technical Guidelines Detail Technical Requirements

Guideline The Cx Process  ASHRAE Guideline 1-200X HVACR Cx Process (Tech Requirements)  NIBS Guidelines 2-200X through X Requirements Other Technical Cx Volumes Roofing, Lighting, Plumbing, Life Safety, Etc.

Pre Design Phase  Develop Owner’s Project Requirements (OPR)  Cx Scope & Budget  Develop Initial Cx Plan

Owner’s Project Requirements  Forms the basis from which all decisions are made… Design Construction Acceptance Operational Decisions

Owner’s Project Requirements  Primary Tool for Benchmarking Success and Quality At all Phases of Project Delivery Throughout the Life of Facility

Owner’s Project Requirements  Owner’s Objectives for a New Facility  Guidance for Design Team & Others Not developed by Design Team

OPR Should Include…  Schedule & Budget  Cx Scope & Budget  User Requirements  Energy Efficiency Goals  Applicable Codes & Standards  Etc.

An OPR is Dynamic…  Evolves through each Phase  Updated to Reflect Current Project Requirements Feasibility Budget Limitations

Design Phase Cx Tasks  Verify Basis of Design (BoD) with OPR  Update Cx Plan  Defining Training Requirements  Perform Focused Design Reviews Developed by Design Team CxA Verifies BoD Conforms to OPR Systems Manual

Basis of Design  Basis of Design (BoD) Conveys Design Assumptions that Fulfill OPR Intent Developed by Design Team Updated throughout Design Phase

Basis of Design Includes  System Selection Reasoning  Assumptions Narrative of System Selection & Reasoning Environmental Conditions Load Calcs & Sizing Codes Operations

Systems Manual  Information Needed to… Understand Systems Operate Maintain

Systems Manual Includes  Index of Systems Manual  Executive Summary  OPR  BoD  O&M Manuals  Cx Process Report

Construction Phase  Verify Systems & Assemblies Conform to OPR  Submittal Review (Spot Check)  Develop Test Docs  Witness Tests  Verify Training  Update Systems Manual (OPR, BoD, Etc.)

Occupancy & Operations Phase  Begins at Substantial Completion  Continue through end of Contractual/Warranty Period  Ideally, Continues through Life of the Facility

Occupancy & Operations Phase  CxA Assists in Problem Solving  Guidance on O&M to Achieve OPR  Seasonal Testing  Verify Training  Systems Manual Update  Cx Report