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I would like to explore the
ASHRAE Process
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Occupancy & Operations Phase
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Occupancy & Operations Phase
24 Steps
Complete handover, training, seasonal testing, and ongoing performance improvement.
Full overview
All Steps
1. Update the cx team and confirm roles for phase 4
2. Verify cx obligations are in effect for phase 4 activities
4. Conduct regular Cx meetings and progress reporting
5. Update the OPR to reflect occupancy and operational conditions
6. Coordinate contractor callbacks
7. Complete seasonal and deferred testing
8. Verify and continue O&M personnel training
9. Update the Commissioning Plan for Stage 4
10. Conduct periodic performance evaluations of facility systems and assemblies
11. Verify continual updating of the Systems Manual
12. Verify updates to the Basis of Design
13. Convene the Project Delivery Lessons-Learned Workshop [Interim Milestone]
14. Establish the Train-the-Trainer Knowledge Transfer Protocol
15. Compile the Stage 4 Interim Commissioning Report [Interim Milestone]
16. Conduct the Interim Stage 4 Commissioning Review [Interim Milestone]
17. Obtain interim formal Owner acceptance of the Interim Cx Report and Systems Manual [Interim Milestone]
18. Issue the Interim Stage 4 Closeout [Interim Milestone]
19. Implement Ongoing Commissioning [OCx] activities where required
20. Conduct the warranty review two months prior to warranty expiry [Final Milestone]
21. Convene the Operational Performance Lessons-Learned Workshop [Final Milestone]
22. Compile the Final Commissioning Report [Final Milestone]
23. Conduct the final Stage 4 Commissioning Review [Final Milestone]
24. Obtain formal Owner acceptance of the Final Cx Report and Systems Manual [Final Milestone]
25. Issue the Stage 4 Closeout and transition to ongoing facility operations [Final Milestone]
Responsible Parties
Owner / Representative
Project Manager
Commissioning Provider
MEP Designer
Building Operator
General Contractor
Key Focus
Seasonal & Deferred Testing / Post-Occupancy Issue Resolution
Update OPR, CFR & Docs
O&M Training Reinforcement
Support Ongoing Commissioning
Finalise Cx Reports
10 Month Review
