The use of the phrase “lead, review, and oversee” defines a high level of participation while providing some flexibility for fitting the process to the project.
Therefore, at a minimum, the lead commissioning agent should be participating in ALL commissioning activities including BOTH fundamental and enhanced commissioning activities. The exact level of leading, reviewing, and overseeing can vary based on individual project scenarios. However, for enhanced commissioning, the entity selected as the lead CxA must complete the following tasks at a minimum:
Fundamental commissioning tasks to be performed by lead CxA:
• Review owner’s project requirements and basis of design during the early design phase.
• Confirm incorporation of Cx requirements into construction documents.
• Develop or approve construction checklists.
• Develop or approve system test procedures.
• Witness at least a portion of the mechanical, electrical, plumbing, and (if applicable) renewable system functional testing that verifies installation and performance of commissioned systems. Refer to ASHRAE Guideline 0 for additional guidance.
• Review an issues log throughout the Cx process. If the CxA does not directly update the log, the CxA must approve all updates to the log.
• Report findings directly to the owner throughout the process.
• Develop or approve the summary commissioning report.
Enhanced Commissioning Tasks to be performed by lead CxA:
• Conduct commissioning design review prior to mid-construction documents.
• Review contractor submittals applicable to systems being commissioned.
• Develop or approve systems manual updates and delivery.
• Verify operator and occupant training delivery and effectiveness.
• Review building operation within 10 months after substantial completion.