ASHRAE Standard 202 2018

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ASHRAE Standard 202-2018 – Commissioning Process for Buildings and Systems (ANSI Approved; IES Co-sponsored)

Published By	Publication Date	Number of Pages
ASHRAE	2018	54

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Description

ASHRAE/IES Standard 202 describes the Commissioning Process, the roles of the principle agents and stakeholders, and a framework for developing design documents, specifications, procedures, documentation, and reports. It also describes the general requirements for a training program for continued successful system and assembly performance. Informative appendices provide sample documentation, including checklists, systems manual, reports, training plan, and more.The 2018 edition of Standard 202 includes updates to terminology and definitionsSupplementary guidelines (Guidelines 0, 1.1, and 1.5) are available in the ASHRAE Bookstore and provide specific and detailed information on how to implement the commissioning process for each major building/facility, system or assembly, and for various stages of facility development and operation.

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PDF Pages	PDF Title
1	ANSI/ASHRAE/IES Standard 202-2018
3	CONTENTS
4	1. PURPOSE 2. SCOPE
5	3. DEFINITIONS
6	4. UTILIZATION 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
7	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 5.1 General 5.2 Cx Requirements
8	6. OWNER’S PROJECT REQUIREMENTS 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 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
9	7.3 Acceptance 8. BASIS OF DESIGN 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 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 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	10.3 Acceptance 11. COMMISSIONING SUBMITTAL REVIEW 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 12.1 Introduction. The proper installation, coordination, testing, and interaction among commissioned systems and assemblies shall be evaluated. 12.2 Requirements
11	12.3 Acceptance 13. ISSUES and RESOLUTIONS DOCUMENTATION 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 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 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
12	15.3 Acceptance 16. POSTOCCUPANCY OPERATION 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 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
13	INFORMATIVE APPENDIX A—COMMISSIONING PROCESS DOCUMENTATION MATRIX Table A-1 Cx Documentation Matrix
15	INFORMATIVE APPENDIX B—QUALITY BASED SAMPLING PROCESS B1. USE OF SAMPLING B2. Cx DESIGN REVIEW
16	B3. SUBMITTAL REVIEWS 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. 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.
17	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… B4. SITE VISITS
18	Table B-2 Sample Rate Determination—Construction Verification
19	Table B-3 Sample Rate Determination—Final Functional Performance Testing B5. Cx TESTING
21	INFORMATIVE APPENDIX C—INITIATING THE COMMISSIONING PROCESS C1. CxP PROCESS PROVIDER REQUEST FOR QUALIFICATIONS C2. SETTING CONTRACTUAL REQUIREMENTS 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
22	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.
23	INFORMATIVE APPENDIX D—OWNER’S PROJECT REQUIREMENTS D1. FORMAT D2. OBTAINING THE INFORMATION
24	D3. OPR DOCUMENT
25	INFORMATIVE APPENDIX E—COMMISSIONING PROCESS PLAN
27	INFORMATIVE APPENDIX F—BASIS OF DESIGN F1. SAMPLE BoD REQUIREMENTS TO BE CONTAINED IN OWNER’S PROJECT REQUIREMENTS 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…
29	INFORMATIVE APPENDIX G—COMMISSIONING PROCESS SPECIFICATIONS G1. SPECIFICATIONS FOR THE COMMISSIONING PROCESS 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 PART 1—GENERAL
30	Table G-1 Common Abbreviations Used in the CxP Specifications and in the Commissioning Plan Figure G-1 Organization chart. PART 2—PRODUCTS
31	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 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 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…
32	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…
33	INFORMATIVE APPENDIX H—DESIGN REVIEW AND REPORT H1. DESIGN SUBMISSIONS H2. GENERAL REVIEW H3. Cx DESIGN REVIEW 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 …
34	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
35	INFORMATIVE APPENDIX I—SUBMITTAL REVIEW AND REPORT
36	INFORMATIVE APPENDIX J—CONSTRUCTION OBSERVATION AND TESTING CHECKLISTS AND REPORTS J1. OVERVIEW J2. PERFORMANCE J3. LEVELS OF COMPLEXITY
37	J4. ACTIVE vs. PASSIVE TESTING
38	J5. Construction Observation and Testing Checklists and Report 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 …
39	INFORMATIVE APPENDIX K—ISSUES AND RESOLUTION LOG
40	INFORMATIVE APPENDIX L—SYSTEMS MANUAL L1. SYSTEMS MANUAL PREPARATION OBJECTIVES L2. SYSTEMS MANUAL DOCUMENTATION REQUIREMENTS
43	INFORMATIVE APPENDIX M—TRAINING PLANS AND RECORDS M1. PREDESIGN
44	M2. DESIGN M3. CONTRACTOR SPECIAL TRAINING, LICENSING, AND CERTIFICATION (CONSTRUCTION PERIOD) M4. CONSTRUCTION PERIOD TRAINING
45	M5. CONSTRUCTION CLOSE OUT M6. OCCUPANCY AND OPERATIONS M7. SUMMARY
47	INFORMATIVE APPENDIX N—END-OF-WARRANTY COMMISSIONING
48	INFORMATIVE APPENDIX O—COMMISSIONING PROCESS PROGRESS REPORT
50	INFORMATIVE APPENDIX P—COMMISSIONING RESOURCES
51	INFORMATIVE APPENDIX Q—REFERENCES
52	INFORMATIVE APPENDIX R—ADDENDA DESCRIPTION INFORMATION

Additional information

Standard Title	ASHRAE Standard 202-2018 – Commissioning Process for Buildings and Systems (ANSI Approved; IES Co-sponsored)
Published Code	ASHRAE
Publication Date	2018
Pages Count	54

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