Note that Guideline P.1 includes several sub-guidelines: including P.1A and P.1B, which are typically performed by a commissioning agent. The remainder of the guidelines under P.1 are not typically within the scope of the commissioning agent and are instead usually assigned to the mechanical engineer or contractor because they relate to developing the design response (the BOD) or planning specific construction and warranty period air quality. Sub-guideline P.2A may fall under the scope of the commissioning agent, design mechanical engineer, or other team members, according to the owner’s needs. Sub-guideline P.2A involves capturing specific operation parameters essential to optimal building operation. Support for this process may be available from the SB 2030 Operations Team.
To meet the guidelines, an owner must engage a commissioning agent as early as a potential project is identified during the predesign of the project to assist the owner in developing the Owner’s Project Requirement (OPR) document. The creation of this document outlines the goals and requirements of the owner. It is useful to have the assistance of the commissioning agent in its creation, as they will be verifying the design and construction against these requirements. The OPR document lays out several key requirements of a building’s design and operation.
The OPR also creates a set of fundamental requirements that the commissioning agent can check the completed project against, rather than relying on the plans and specifications for validating the success of the design and construction process.
The Basis of Design document (BoD) is developed after the OPR and consists of information related to the specific design of the project in order to create a common understanding of how the OPR is being achieved by the design of the project. This document may also serve as a reference for owner input and approval of design decisions as needed.
The Commissioning Plan (Cx Plan) document provides an outline and documentation of measuring how the design, construction, and operation of the building meet the OPR.
Each of these documents should be edited and developed as the design and the project requirements evolve.