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I would like to explore the
ASHRAE Process
and I would like to see the
Pre-Design Phase
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Pre-Design Phase
20 Steps
Set commissioning goals, define owner requirements, and establish the delivery plan.
Full overview
All Steps
1. Select and appoint the Commissioning Provider
Deliverables & templates available
2. Form your commissioning team and issue the Cx Organization Chart
Deliverables & templates available
3. Establish meetings and progress reporting guidelines
4. Build and maintain CxP Team cohesion and cooperation
5. Conduct and document a lessons learned review
6. Establish the Issues Log format and procedure
7. Develop the Owner's Project Requirements [OPR]
8. Obtain formal Owner acceptance of the OPR
9. Define the commissioning scope and budget
10. Write the Initial Commissioning Plan
11. Obtain formal Owner acceptance of the Initial Cx Plan
12. Define the scope and format of the Systems Manual
13. Establish minimum Cx programme requirements
14. Support RFP preparation for design services
15. Instruct the design consultant
16. Verify Cx obligations are embedded in the design consultant's executed appointment
17. Integrate Cx milestones into the project programme
18. Track and manage issues and deviations
19. Conduct the pre-design commissioning review
20. Issue the Pre-Design Closeout Report and obtain Owner acceptance
Responsible Parties
Owner / Representative
Project Manager
Commissioning Provider
MEP Designer
Building Operator
Key Focus
Cx Provider & Team
Governance & Issues Management
Define & Approve OPR
Cx Scope, Budget & Plan
Systems Manual Scope
Embed Cx in Procurement
