This appendix provides an example acceptance plan. The acceptance plan details the key commissioning process activities that must be accomplished at the end of each phase in a project in order to move to the next phase.
Planning and Design Phase
Item Initials Date Completed
Owner’s Project Requirements (OPR)
Owner provides OPR to refrigeration design team and commissioning authority (CxA) Refrigeration design team provides comments
CxA provides comments
Owner reviews the modified documents and makes any changes CxA reviews final version
Refrigeration design team indicates that their design will reflect the final version of the OPR
Commissioning Plan
CxA provides Commissioning Plan to owner Owner provides comments
CxA makes changes to Commissioning Plan Owner accepts final version
Basis of Design (BoD)
Refrigeration design team provides BoD to CxA and owner CxA provides comments
Owner provides comments
Refrigeration design team makes changes to BoD CxA reviews final version
Owner accepts final version
Refrigeration Commissioning Guide for Commercial and Industrial Systems
Item Initials Date Completed
Construction Documents (CDs)
Refrigeration Design Team provides CDs to CxA and owner CxA provides comments
Owner provides comments
Refrigeration design team makes changes to CDs CxA reviews] final version
Owner accepts final version
Technical Procedures
CxA confirms list of technical procedures that will be conducted during commissioning
CxA confirms that all necessary information for completing technical procedures is included in the OPR, BoD, and CDs
New technical procedures developed? Y / N
If “Yes,” CxA reviews new procedures
If “Yes,” owner accepts new technical procedures
Phase Turnover
CxA provides Planning and Design Phase commissioning deliverables to installation contractors and others involved in Construction and Installation Phase
Parties involved in Construction and Installation Phase accept deliverables and responsibility for commissioning tasks
Construction and Installation Phase
Item Initials Date Completed
Submittals
Contractors provide submittals to CxA, owner or owner’s representative, and Engineer of Record
Owner or owner’s representative reviews submittals CxA reviews submittals
Engineer of Record reviews and approves submittals
Project Review Checklists
CxA verifies that all project review checklist items are complete
Documentation Updates
Owner accepts revised OPR
Owner accepts revised Commissioning Plan Owner accepts revised BoD
Owner accepts revised CDs
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Item Initials Date Completed Pre-Start-Up and System Quality Control (QC)
Contractors confirm refrigeration system ready to start
Contractors confirm facility HVAC is running and ambient conditions are satisfactory Contractors confirm control valves are powered and cases are ready to receive cooling
Technical Procedures
CxA confirms that all installation-related technical procedures or sections thereof have been completed and the results have been documented
New technical procedures developed? Y / N
If “Yes,” CxA reviews new procedures
If “Yes,” owner accepts new technical procedures
CxA verifies that any discrepancies have been resolved or adequately documented Owner accepts results of technical procedures performed during this phase, including resolution of discrepancies
Final Installation Commissioning, Review, and Turnover
CxA performs final installation review
CxA confirms documentation of installation steps
Owner accepts any updates to commissioning documentation
CxA provides documentation to personnel involved in start-up (e.g., system operators)
Start-up personnel accept deliverables and responsibility for commissioning tasks
Start-Up and First-Year Operation Phase
Item Initials Date Completed
Documentation Updates
Owner accepts revised OPR
Owner accepts revised Commissioning Plan
Technical Procedures
CxA confirms that all start-up-related technical procedures or sections thereof have been completed and the results have been documented
CxA confirms that all first-year technical procedures or sections thereof have been completed and the results documented
New technical procedures developed? Y / N
If “Yes,” CxA reviews new procedures
If “Yes,” owner accepts new technical procedures
CxA verifies that any operational discrepancies have been resolved or adequately documented
Owner accepts results of technical procedures performed during this phase, including resolution of discrepancies
Refrigeration Commissioning Guide for Commercial and Industrial Systems
Item Initials Date Completed
Handoff to Owner
CxA verifies that operators have received required training Owner accepts handoff of commissioned system
Resolution of Warranty Issues
CxA provides memo to owner that warranty issues have been addressed before expiration of warranty (or verifies that there are no issues)
Owner accepts memo on warranty issues
Final Commissioning Process Report
CxA provides final commissioning process report to owner Owner accepts final commissioning process report
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Appendix D
Technical Procedures
The technical procedures in this appendix were originally prepared for the Better Buildings Alliance in the Building Technologies Office of the Office of Energy Efficiency and Renewable Energy of the U.S. Department of Energy (DOE). That information was developed with the assistance of Navigant Con- sulting, Inc. in cooperation with the Refrigeration Commissioning Guide Proj- ect Committee. During the development of this Guide, these procedures were modified and refined to the version presented here. These technical proce- dures are jointly published by DOE and the Better Buildings Alliance and will be freely available at www4.eere.energy.gov/alliance.
These technical procedures describe certain functions or activities that may be conducted in terms of performance and energy efficiency when com- missioning refrigeration systems. The steps in each procedure are intended to provide sufficient guidance to someone with the necessary skills and training to perform the procedure while allowing flexibility, as there is generally more than one way to execute each procedure. The activities listed under each pro- cedure are organized by commissioning phase (Planning and Design, Con- struction and Installation, and Start-Up and First-Year Operation).
The procedures are not exhaustive but are examples that represent some common commissioning activities. They are modular and may be used together or singly; the Commissioning Plan should specify which technical procedures are to be performed as part of commissioning. The commissioning team may amend these technical procedures and develop additional proce- dures as necessary to suit the equipment, systems, controls, and commission- ing expectations for a given project.