Surprisingly frequently, I show up for the first time on a project and meet the owner and/or architect, who confess they know little to nothing about the commissioning process. "We need help," they explain.
The first few times I ran into this, I'd break out the Commissioning Plan, and start thumbing through it. But it didn't take long for me to realize that a thick Cx Plan was waaay too much information.
I tried a few things and eventually ended up handing them a one-page list of the main commissioning deliverables and activities - a kind of "what's next" sequential overview of the commissioning process. My list includes things like:
- Design reviews
- Submittal reviews
- Commissioning Plan
- Site visits, including construction events/activities that prompt a Cx visit
- Test writing
- Field testing
- O&M submittal review
- Final Report
- Systems Manual
- Opposite Season testing
- End-of-Warranty review
- Commissioning meetings - listing their main purpose
- Controls Integration meeting
- Start-up and testing coordination meeting
- Witnessing of start-up events
- Other test witnessing
- Rough schedule date next to each item above, or each group of items
The State of New York also has a short helpful guide, "Tips for Project Managers of Commissioning Providers."