Cx Application Tools: Samples and Templates

Cx Application Example Samples and Templates

These commissioning application samples and templates are a few of the documents available to members who provide or purchase New Construction Building Commissioning Best Practices. The BCxA is pleased to make these publicly available.

Public Templates

Document Name	Document Type	Year
1.1.1 Owners Project Requirements Template Outline	DOCX	2016
1.1.2 OPR Template and Sample	DOCX	2016
1.3.0 RFQ-RFP.Forms.Descriptions.rev1	DOCX	2017
1.3.1.Pt.A Cx.New.Constr.Request.for.Quals.for.Specific.Project.rev1	DOCX	2017
1.3.1.Pt.B Cx.New.Construction.RFP.to.CxP.RFQ.Awardee.rev1	DOCX	2017
1.3.2.Pt.A Cx.New.Constr.Request.for.Quals.for.Pool.or.CxP.Shortlist.rev1	DOCX	2017
1.3.2.Pt.B Cx.New.Construction.RFP.to.Prequalified.Pool.or.Shortlist.of.CxPs.rev1	DOCX	2017
1.3.3 Cx.New.Construction.RFP.and.RFQ.rev1	DOCX	2017
1.4.2 Notice of Intent to Award	DOCX	2016
1.4.3 Shortlist Notification to Award	DOCX	2016
2.6.1.1 AHU Construction Checklist	DOCX	2016
2.6.3.1 Water Cooled Chiller Construction Checklist	DOCX	2016

Cx Application Samples and Templates
(Additional template updates in progress)

Samples and templates are grouped by commissioning process phases, complementing the BCxA’s New Construction Building Commissioning Best Practices. They are available in MS Word and Excel formats for BCxA members to download and use. Click here for a full list of all available Cx Application Samples and Templates available for download.

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2017 Documents

Newly Added Documents

Document Name	Document Type	Year
1.3.0 RFQ-RFP.Forms.Descriptions.rev1	DOCX	2017
1.3.1.Pt.A Cx.New.Constr.Request.for.Quals.for.Specific.Project.rev1	DOCX	2017
1.3.1.Pt.B Cx.New.Construction.RFP.to.CxP.RFQ.Awardee.rev1	DOCX	2017
1.3.2.Pt.A Cx.New.Constr.Request.for.Quals.for.Pool.or.CxP.Shortlist.rev1	DOCX	2017
1.3.2.Pt.B Cx.New.Construction.RFP.to.Prequalified.Pool.or.Shortlist.of.CxPs.rev1	DOCX	2017
1.3.3 Cx.New.Construction.RFP.and.RFQ.rev1	DOCX	2017
1.8.0 Training Forms List & Instructions	DOCX	2017
1.8.1 Training and Demonstration Specification	DOCX	2017
1.8.2 Overall Training Plan & Record	XLSX	2017
1.8.3 Generic Equipment Training Agenda & Record	DOCX	2017
1.8.4 BAS.1 Controls Fundamentals Training Agenda & Record	DOCX	2017
1.8.5 BAS.2 Control Equipment Specific Training Agenda & Record	DOCX	2017
1.8.6 Test & Balance, Training Agenda, & Record	DOCX	2017
1.8.7 Trainee Evaluation of Training	DOCX	2017

Design & Pre-Design Phase

Owner's Project Requirements

Document Name	Document Type	Year
1.1.1 Owner’s Project Requirements Template Outline	DOCX	2016
1.1.2 OPR Template and Sample–Long Version	DOCX	2016

Basis of Design

RFQ/ RFP (Request for Qualifications and Proposals)

Document Name	Document Type	Year
1.3.0 RFQ-RFP.Forms.Descriptions.rev1	DOCX	2017
1.3.1.Pt.A Cx.New.Constr.Request.for.Quals.for.Specific.Project.rev1	DOCX	2017
1.3.1.Pt.B Cx.New.Construction.RFP.to.CxP.RFQ.Awardee.rev1	DOCX	2017
1.3.2.Pt.A Cx.New.Constr.Request.for.Quals.for.Pool.or.CxP.Shortlist.rev1	DOCX	2017
1.3.2.Pt.B Cx.New.Construction.RFP.to.Prequalified.Pool.or.Shortlist.of.CxPs.rev1	DOCX	2017
1.3.3 Cx.New.Construction.RFP.and.RFQ.rev1	DOCX	2017

Cx Contracts

Document Name	Document Type	Year
1.4.2 Notice of Intent to Award Cx Services	DOCX	2016
1.4.3 Shortlist Notification to Award Cx Services	DOCX	2016

Cx Budgeting

Cx Plan

Commissioning Specifications

Document Name	Document Type	Year
1.7.11 General Cx	DOCX	2019
1.7.12 HVAC System Cx	DOCX	2019
1.7.12a Equipment Specs	XLSX	2019

Training Requirements, Plan, Agenda, Evaluation

Document Name	Document Type	Year
1.8.0 Training Forms List & Instructions	DOCX	2017
1.8.1 Training and Demonstration Specification	DOCX	2017
1.8.2 Overall Training Plan & Record	XLSX	2017
1.8.3 Generic Equipment Training Agenda & Record	DOCX	2017
1.8.4 BAS.1 Controls Fundamentals Training Agenda & Record	DOCX	2017
1.8.5 BAS.2 Control Equipment Specific Training Agenda & Record	DOCX	2017
1.8.6 Test & Balance, Training Agenda, & Record	DOCX	2017
1.8.7 Trainee Evaluation of Training	DOCX	2017

O&M Manual Requirements, Checklist and Review Forms

Document Name	Document Type	Year
1.9.1 O&M Manual Specification	DOCX	2016
1.9.2 O&M Manual Submission & Review Checklist	XLSX	2016

System Manual Requirements

Document Name	Document Type	Year
1.10.1 Systems Manual Requirements & Organization	DOCX	2016
1.10.3 Systems Manual General Building Information & Contractor	DOCX	2016
1.10.4 Systems Manual Record of Content Submitted	DOCX	2016
1.10.5 Systems Manual Template Example Univ. Lab	DOCX	2016

Design Review

Document Name	Document Type	Year
1.11.1 Cx Design Review Template	XLSX	2016
1.11.3 Sample Cx Design Review	PDF	2016
1.11.4 Design Review Cx	XLSX	2019

Design Phase Controls Coordination Meeting

Construction Phase

Meetings

Document Name	Document Type	Year
2.1.1 Const. Phase Cx Planning Meeting Agenda	DOCX	2016
2.1.2 Kickoff Meeting Agenda	DOCX	2016

Cx Equipment List

Document Name	Document Type	Year
2.2.2 Cx Request for Documentation	XLSX	2016

Cx Schedule, Tracking and Progress Reports

Document Name	Document Type	Year
2.3.1 Cx Schedule (detailed)	XLSX	2016
2.3.2 Weekly Test Plan & Record	XLSX	2016
2.3.3 Cx Progress Summary	DOCX	2016
2.3.4 Detailed Cx Progress Report–Sample	DOCX	2016
2.3.5 Cx Progress Status–Detailed	XLSX	2016
2.3.6 Cx Summary Report–Sample	DOCX	2016

Submittal Review (Equipment)

Document Name	Document Type	Year
1.9.2 O&M Manual Submission & Review Checklist	DOCX	2016
2.4.1 Submittal Review Template	DOCX	2016

Issue Management & Field Observation

Document Name	Document Type	Year
2.5.1 Cx Issues Log Template	XLSX	2016
2.5.3 Field Observation Record Form	DOCX	2016
2.5.4 Startup Witness Record Form	DOCX	2016
2.5.5 Test Witness Record Form	DOCX	2016

HVAC Construction Checklists

Air Handlers, Roof Top Units and Ducts

Document Name	Document Type	Year
2.6.1.1 AHU Construction Checklist	DOCX	2016
2.6.1.2 Ductwork Construction Checklist	DOCX	2016

Boilers and HW Piping

Document Name	Document Type	Year
2.6.2.1 Boiler Construction Checklist	DOCX	2016
2.6.2.3 Steam and Condensate Piping Construction	DOCX	2016

Chillers, Cooling Towers and Piping

Document Name	Document Type	Year
2.6.3.1 Water Cooled Chiller Construction Checklist	DOCX	2016
2.6.3.2 Air Cooled Chiller Construction Checklist	DOCX	2016
2.6.3.3 Chilled Water Piping Construction Checklist	DOCX	2016
2.6.3.4 Condenser Water Piping Checklist	DOCX	2016
2.6.3.5 Cooling Tower Construction Checklist	DOCX	2016
2.6.3.6 Air Separator Construction Checklist	DOCX	2016
2.6.3.7 Expansion Tank Construction Checklist	DOCX	2016
2.6.3.8 Chem Free Condenser Water Treat & Conductivity Control Construction Checklist	DOCX	2016
2.6.3.9 Condenser Water Treatment Circulation Water Filters Construction Checklist	DOCX	2016

Controls

Document Name	Document Type	Year
2.6.4.1 BAS Construction Checklist	DOCX	2016
2.6.4.3 Air Flow Measuring Station Construction Checklist	DOCX	2016
2.6.4.4 Hydronic Flow Meter Calibration Check	DOCX	2016

Exhaust Fans

Document Name	Document Type	Year
2.6.5.1 Exhaust Fan Construction Checklist	DOCX	2016

Heat Exchangers

Document Name	Document Type	Year
2.6.6.1 Heat Exchanger Construction Checklist	DOCX	2016

Indoor Air Quality

Document Name	Document Type	Year
2.6.7.1 Construction Indoor Air Quality Plan Checklist	DOCX	2016

Pumps

Document Name	Document Type	Year
2.6.8.1 Pump Construction Checklist	DOCX	2016

Small AC, HP’s, Unit Heaters

Document Name	Document Type	Year
2.6.9.1 AC Fan Coil Unit (Hydronic) Checklist	DOCX	2016

TAB

Document Name	Document Type	Year
2.6.10.1 TAB Plan Review Checklist	DOCX	2016

VAV Units

Document Name	Document Type	Year
2.6.11.1 Fan Powered Variable Air Volume with Electric Reheat Construction Checklist	DOCX	2016
2.6.11.2 Fan Powered Variable Air Volume with Hot Water Reheat Construction Checklist	DOCX	2016
2.6.11.3 Variable Air Volume (Cooling Only) Construction Checklist	DOCX	2016
2.6.11.4 Variable Air Volume with Electric Reheat Construction Checklist	File Type	2016
2.6.11.6 Variable Air Volume with Hot Water Reheat Construction Checklist	DOCX	2016
2.6.11.7 VAV Air Terminal Unit (All Types) Check–Table	XLSX	2016

Plumbing Checklists

Document Name	Document Type	Year
2.7.1 Domestic Water Heater Construction Checklist	DOCX	2016
2.7.2 Domestic Hot Water Circulation Pumps and Aquastat Controls Construction Checklist	DOCX	2016
2.7.3 Plumbing Fixture Construction Checklist	DOCX	2016
2.7.5 Irrigation System Controls Construction Checklist	DOCX	2016
2.7.6 Solar Water Heater Construction Checklist	DOCX	2016

Lighting Controls Checklists

Document Name	Document Type	Year
2.8.1 Lighting and HVAC Occupancy Sensors	DOCX	2016
2.8.2 Bldg-Wide Lighting Control Sys. Construction Checklist	DOCX	2016
2.8.3 Daylight Dimming Construction Checklist	DOCX	2016

Electrical Equipment Checklists

Document Name	Document Type	Year
2.9.1 Variable Frequency Drive Construction Checklist	DOCX	2016
2.9.2 Photovoltaic System Construction Checklist	DOCX	2016

Fire-Life-Safety Checklists

Document Name	Document Type	Year
2.10.1 Fire Alarm Construction Checklist	DOCX	2016

Security, Aging, Communications & Data Checklists

Document Name	Document Type	Year
2.11.1 Nurse Call & Paging System Construction Checklist	DOCX	2016
2.11.2 Security CCTV System Construction Checklist	DOCX	2016

Process and Lab Equipment Checklists

Document Name	Document Type	Year
2.12.1 Laboratory Air Compressor – Drier Construction Checklist	DOCX	2016
2.12.2 Laboratory Vacuum & Pump System Construction Checklist	DOCX	2016
2.12.3 Fan Filter Unit Construction Checklist	DOCX	2016
2.12.4 Lab Fume Hood Construction Checklist	DOCX	2016

Resources