EA Prerequisite Fundamental Commissioning and Verification: STEP-BY-STEP GUIDANCE:
In Step 3. Engage Commissioning Authority, replace the third bullet with the following text:
"The CxA will lead, review, and oversee the Cx process for all systems to be commissioned, including both Fundamental and Enhanced commissioning activities if Enhanced Commissioning is pursued (see Further Explanation, Systems to Be Commissioned)."
After the end of Step 3. add the following text:
"Exception: For projects pursuing Enhanced Commissioning Option 2, envelope commissioning, the building envelope commissioning agent (BeCxA) may be completely independent of the lead CxA, and oversight of envelope commissioning activities by the lead CxA is not required as long as the BeCxA meets all of the enhanced commissioning credit requirements for the Commissioning Authority relative to the envelope systems that will be commissioned.
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.
• Conduct commissioning design review prior to mid-construction documents
• 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 on a continuous basis.
• 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:
• Review contractor submittals applicable to systems being commissioned.
• Develop or approve systems manual updates and delivery.n
• Verify operator and occupant training delivery and effectiveness.
• Perform seasonal testing.
• Develop or approve an ongoing commissioning plan.
• Develop or approve a monitoring-based commissioning plan.
• Review building operation within 10 months after substantial completion.
EA Credit Enhanced Commissioning: FURTHER EXPLANATION: Choosing an Appropriate CxA:
Replace the first two bullets with the following text:
• Multiple team members from different companies may collaborate to complete the commissioning scope of work. However, one CxA must lead, review, oversee, and coordinate all activities and deliverables provided by the commissioning team.
• The members of the commissioning team can be employees of the same company or employees of separate firms, provided they all meet the basic requirements for the task to which they are assigned.
In BD+C, add the following new bullet at the bottom of the list:
• For projects pursuing Option 2, envelope commissioning, the building envelope commissioning agent (BeCxA) may be completely independent of the lead CxA, and oversight of envelope commissioning activities by the lead CxA is not required. However, in this case, the BeCxA must meet all credit requirements for the Commissioning authority. Specifically:
o The BeCxA must have documented envelope commissioning process experience on at least two building projects with a similar scope of work.
o The BeCxA may be a qualified employee of the owner, an independent consultant, or a disinterested subcontractor of the design team.
Update 7/2/18: The paragraph that reads "Exception: For projects pursuing Enhanced Commissioning Option 2, envelope commissioning, the building envelope commissioning agent (BeCxA) may be completely independent of the lead CxA, and oversight of envelope commissioning activities by the lead CxA is not required as long as the BeCxA meets all of the enhanced commissioning credit requirements for the Commissioning Authority relative to the envelope systems that will be commissioned", above, is only applicable to BD+C projects.
In Step 3. Engage Commissioning Authority, replace the third bullet with the following text:
"The CxA will lead, review, and oversee the Cx process for all systems to be commissioned, including both Fundamental and Enhanced commissioning activities if Enhanced Commissioning is pursued (see Further Explanation, Systems to Be Commissioned)."
After the end of Step 3. add the following text:
"Exception: For projects pursuing Enhanced Commissioning Option 2, envelope commissioning, the building envelope commissioning agent (BeCxA) may be completely independent of the lead CxA, and oversight of envelope commissioning activities by the lead CxA is not required as long as the BeCxA meets all of the enhanced commissioning credit requirements for the Commissioning Authority relative to the envelope systems that will be commissioned.
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.
• Conduct commissioning design review prior to mid-construction documents
• 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 on a continuous basis.
• 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:
• Review contractor submittals applicable to systems being commissioned.
• Develop or approve systems manual updates and delivery.n
• Verify operator and occupant training delivery and effectiveness.
• Perform seasonal testing.
• Develop or approve an ongoing commissioning plan.
• Develop or approve a monitoring-based commissioning plan.
• Review building operation within 10 months after substantial completion.
EA Credit Enhanced Commissioning: FURTHER EXPLANATION: Choosing an Appropriate CxA:
Replace the first two bullets with the following text:
• Multiple team members from different companies may collaborate to complete the commissioning scope of work. However, one CxA must lead, review, oversee, and coordinate all activities and deliverables provided by the commissioning team.
• The members of the commissioning team can be employees of the same company or employees of separate firms, provided they all meet the basic requirements for the task to which they are assigned.
In BD+C, add the following new bullet at the bottom of the list:
• For projects pursuing Option 2, envelope commissioning, the building envelope commissioning agent (BeCxA) may be completely independent of the lead CxA, and oversight of envelope commissioning activities by the lead CxA is not required. However, in this case, the BeCxA must meet all credit requirements for the Commissioning authority. Specifically:
o The BeCxA must have documented envelope commissioning process experience on at least two building projects with a similar scope of work.
o The BeCxA may be a qualified employee of the owner, an independent consultant, or a disinterested subcontractor of the design team.
Update 7/2/18: The paragraph that reads "Exception: For projects pursuing Enhanced Commissioning Option 2, envelope commissioning, the building envelope commissioning agent (BeCxA) may be completely independent of the lead CxA, and oversight of envelope commissioning activities by the lead CxA is not required as long as the BeCxA meets all of the enhanced commissioning credit requirements for the Commissioning Authority relative to the envelope systems that will be commissioned", above, is only applicable to BD+C projects.
