PLAN
A well-developed Commissioning Plan is vital to the overall commission- ing process and should define the processes and activities necessary to achieve the intended facility performance. Once the OPR has been defined, an initial Commissioning Plan may be developed to guide the commissioning efforts through the Planning and Design Phase of the project and give a basic struc- ture to the commissioning efforts through the life of the project. The Commis- sioning Plan will require revisions and additions throughout the Planning and Design Phase to ensure that it captures all supporting processes and activities for the final system design and for the subsequent phases of the project. Even if a formal OPR is not developed, or is not defined as such, the Commission- ing Plan has the purpose of ensuring that the intended operational perfor- mance of the system over the life of the facility is realized. Because of the variance in design and configuration from one project to another, the Commis- sioning Plan for the refrigeration system will most likely be unique for each project, even for repetitive chain store projects. Nonetheless, the Commission- ing Plan should be developed in the Planning and Design Phase of the project to help ensure that the system is commissionable as it is designed and built.
As described in the Introduction, commissioning is a process involving multiple parties beginning with the initial project design and extending
Table 2-3 Example Issues Log—Electronic Version
# Issue Issue Description Date Identified Contractor Responsible Date Contractor
Notified Action Taken
Issue Resolution (Open / Closed) Date Resolved 1 2 Etc. past
Refrigeration Commissioning Guide for Commercial and Industrial Systems
Issue #:
Project Name: Project ID:
Prepared by: Date:
Submitter of Issue: Date found:
Name of Issue: Description of Issue:
Possible Cause:
Recommendations:
Contractor Responsible: Date notified:
Actions taken:
Date issue resolved:
Benefits
Economical range: $ to $ Most probable certain benefit to owner: Most probable benefit to design team: Most probable benefit to construction team: Noneconomic benefits to the building:
Figure 2-3 Example Issues Log—Paper Version
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start-up. In addition to the primary design team, there are many others to con- sider in developing the Commissioning Plan. Selected contractors, vendors, manufacturers, and service providers need to understand what commissioning is and what it means to the project. Their roles and expected involvement must be clearly defined.
The Commissioning Plan spans a time period including • design,
• construction and installation, • start-up and opening, and • the first year of operation. The Commissioning Plan includes
• management responsibility;
• activities, including technical procedures, to be performed; • individual responsibilities;
• documentation requirements; • evaluation methods; and • reporting requirements.
The Commissioning Plan must be reviewed and updated periodically dur- ing the project (at least once during each project phase) as additional informa- tion is obtained. Situations that could impact the Commissioning Plan include the following:
• Procedures for timing of equipment selection, which vary from com- pany to company.
• The choice of design-bid vs. design-build contracting, which affects responsibilities, budgets, and timing.
• The addition of team members during the project process.
• Design changes and option selections that occur over the course of the project, which often impact facility performance.
The following sections should be considered in developing the Commis- sioning Plan. Appendix B of this Guide includes an example Commissioning Plan and illustrates additional details for these sections.
1. Overview—Summarize the purpose and use of the Commissioning Plan.
2. Roles and Responsibilities—Define responsibilities for management and implementation of commissioning at each step of the process. The Commissioning Plan should include a list of team members involved in the project and their contact information. Examples include consultants, contractors, and staff.
Commissioning is not a replacement for system start-up respon- sibilities or installation quality assurance, which should be defined in construction contracts and vendor agreements. The roles and respon- sibilities for commissioning work should be clearly distinguished from the construction activities.
3. Communications—Define the frequency and timing of communica- tion as well as who has responsibility for disseminating information and reports throughout the commissioning process.
Refrigeration Commissioning Guide for Commercial and Industrial Systems
4. Schedule—Develop a schedule of key milestones and activities. As the project progresses, the schedule should be updated with actual dates, events, and resolutions.
5. Commissioning Processes—Detail the site-specific activities devel- oped to achieve commissioning goals and define the following for each phase of the project:
• Planning and Design
• Construction and Installation • Start-Up and First-Year Operation
An important aspect of the Commissioning Plan is defining the design and decision-making responsibilities, information needs, and sequence of events necessary to accomplish the technical aspects of commissioning. Spe- cifically, the Commissioning Plan should detail how performance expecta- tions are to be defined and measured and should outline key equipment specifications that are easily addressed at the right time but can be physically impossible or too expensive to address once equipment is ordered or construc- tion is complete. Examples of key equipment specifications include pressure taps, flowmeters, specifications for data logging and history capacity, etc.