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I would like to explore the
ASHRAE Process
and I would like to see
Design Phase
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Design Phase
25 Steps
Translate the owner requirements into coordinated, testable design documents.
Full overview
All Steps
1. Update the Cx team and confirm roles for the Design Stage
2. Verify Cx obligations are in effect from the design consultant’s executed appointment
3. Conduct the Design Kick-off Commissioning Meeting
4. Continue with commissioning meetings and progress reporting through the Design Stage
5. Track and manage issues and deviations through the Design Stage
6. Develop and review the Basis of Design [BOD] – Schematic Design
7. Conduct commissioning design review – Schematic Design
8. Obtain formal Owner acceptance of the Schematic Design BOD and any updates to the OPR
9. Develop and review the Basis of Design [BOD] – Design Development
10. Conduct commissioning design review – Design Development
11. Obtain formal Owner acceptance of the Design Development BOD and any updates to the OPR
12. Develop and review the Basis of Design [BOD] – Construction Documents
13. Update and issue the Commissioning Specification
14. Develop Construction Checklists
15. Conduct commissioning design review – Construction Document
16. Obtain formal Owner acceptance of the Construction Documents BOD and any updates to the OPR
17. Update the scope and budget for project specific Commissioning activities
18. Integrate commissioning activities into the project schedule
19. Identify training requirements and develop the training programme
20. Develop construction phase and occupancy phase test requirements
21. Update the Systems Manual scope and confirm documentation responsibilities
22. Update the Commissioning Plan for Phase 3
23. Support RFP preparation for Construction Services
24. Conduct the design stage commissioning review
25. Issue the design stage closeout report and obtain owner acceptance
Responsible Parties
Owner / Representative
Project Manager
Commissioning Provider
MEP Designer
Building Operator
Key Focus
Document Preparation
Training Strategy
Systems Manual Definition
Verification Tools & Checklists
Embed Cx in Design
Design Phase Acceptance