Commissioning Scope and Tasks The commissioning scope outlined herein is preliminary and intended to establish a framework for services. The final scope of commissioning services will be refined and developed in collaboration with the most qualified respondent during the negotiation process. All final scope, deliverables, and associated services will be aligned with the City’s goals, priorities, and available budget. Pre-Design Phase Develop Owner’s Project Requirements (OPR): a. The OPR defines the expectations, goals, benchmarks and success criteria for the project that the Owner desires to be documented and tracked. The OPR sets the functional goals that the design is judged against and establishes the basis of the criteria used during construction to verify actual performance. The OPR does not list items that are already required by code. The OPR is generally not a description of what specifically will be included in the project design, but is the feature and categorical performance criteria to be met by the design. b. The OPR document shall contain at a minimum the following for the commissioned systems and assemblies: c. For the above systems and assemblies requirements for the following categories will be included in the OPR: design and construction processes and schedules, energy efficiency, sustainability, indoor environmental quality (temperature, humidity, ventilation, lighting, connection to outdoors), safety, security, component and assembly quality, reliability, durability, flexibility, redundancy and cost, staff training, operation and maintenance, documentation, commissioning rigor, ongoing monitoring or commissioning and other Owner directives. d. The elements of the OPR shall be verifiable and ideally and optionally include specific success criteria. e. The OPR is supported by the basis of design (BOD) or design narrative written by the design team and included with design package submissions. The basis of design documents the primary thought processes and assumptions behind the design decisions and describes the design elements being incorporated to meet the OPR. f. The OPR will be developed by the CxP with significant Owner and other stakeholder collaboration and input, with ultimate approval by the Owner. g. Utilize any Owner programming documents and develop and utilize questionnaires and/or interviews or workshops to identify the OPR. h. Submit the OPR to the Owner and Stakeholders for review and comment and submit modifications accordingly. i. If the OPR is developed by the design team and Owner rather than the CxP and Owner, alter this section to state that and require the CxP to facilitate and confirm that the OPR developed by others meets the requirements of this section. j. Attached is an example of the rigor desired for the OPR, though it may not have all the desired categories. Develop a design phase commissioning plan and submit to the Owner that provides: A project specific overview of the commissioning process, listing all systems to be commissioned. The project teams’ roles and responsibilities throughout the project, including that of the commissioning team, design consultants, contractors and construction manager and Owner with recommendations for inclusion of these in their respective contracts. General communication, coordination and management protocols, schedule and deliverables for the Design Phase. Design Review Requirements: The review objectives and scope for each system to be reviewed and the process for each design review required, including comment adjudication. Scope and process for developing the commissioning specifications. CxP shall participate in [insert number] partnering meetings in person and [insert number] by conference call during Pre-Design. Design Phase Perform the OPR activities described in Pre-Design as soon as possible in Design, if the CxP is not contracted during Pre-Design. Revise the Design Phase Cx Plan developed in Pre-Design, as necessary. If none was developed, develop one per the requirements listed in Pre-Design. Provide to the Owner and Design Team. Conduct a design phase planning and scoping meeting with the design team and Owner. With each design package from the Design Team, review and update the OPR as needed. Review the Basis of Design (BOD) and recommend changes to make it accurate.
