ASHRAE Guideline 1.4 2019

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ASHRAE Guideline 1.4-2019 – Preparing Systems Manuals for Facilities

Published By	Publication Date	Number of Pages
ASHRAE	2019	70

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Category: ASHRAE

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Description

ASHRAE Guideline 1.4 provides procedures for producing a Systems Manual as a resource for training, operations, maintenance, and upgrading of facilities. Guideline 1.4 applies to information from planning, commissioning, design, construction, testing, and training activities, and operations planning for new, renovated, and existing facilities, equipment, and assemblies.

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PDF Pages	PDF Title
1	ASHRAE Guideline 1.4-2019
3	CONTENTS
4	FOREWORD 1. PURPOSE 2. SCOPE 3. DEFINITIONS 4. SYSTEMS MANUAL CONTENT AND ORGANIZATION 4.1 Introduction. The Systems Manual contains information on the Owner’s initial and current facility and project requirements, and documentation of building design and construction, along with testing and training documentation, operational requir… 4.2 Systems Manual Content Preparation. The Systems Manual is intended to 4.3 Systems Manual Documentation Organization
5	4.4 Sources and Content of the Documents in the Systems Manual
6	5. USE OF THE SYSTEMS MANUAL 5.1 Introduction. The Systems Manual is the concise collection of design, construction, testing, and operations information, including updates and modifications to systems and assemblies as they occur during construction, renovation, and operation. F…
7	5.2 The information contained in the Systems Manual is given by the project and CxP Teams to provide essential information needed by the O&M staff to understand, operate, and maintain the building’s systems and assemblies, optimally operate the bui… 5.3 The necessary sections of the Systems Manual are used in the initial and subsequent training of the O&M staff and occupants. 5.4 The O&M staff uses the Systems Manual to document modifications they implement and the reasoning behind the modifications and improvements. It is also an assembly of needed information for modifications required to meet CFR that will guide modifi… 5.5 The Systems Manual is the assembly of institutional knowledge that records needed information for present operation and future modifications. It is also the history of modifications by all who contribute to the modifications that happen over the … 5.6 The information on the building systems as described in this guideline assumes that it is gathered and assembled as it becomes available during a construction or renovation project. This information may be arranged by building system when that is… 5.7 Production of the Systems Manual will depend on the directives in the OPR, the process of how the project is planned, designed and built, how it is to be operated, and the organization and application of the maintenance program. The responsibilit… 5.8 This guideline is supplemental to the Cx detailed in ANSI/ASHRAE Standard 202 and ASHRAE Guideline 0 and should be used in conjunction with those and other applicable documents. 5.9 Sections 6 through 11 of this guideline provide guidance on the actions necessary to assemble, produce, utilize, and update the information in the Systems Manual at each stage of the project. The appendices provide examples of documentation and f… 5.10 To ensure compliance with the OPR, a compliance and approval process should exist for each stage of the development and revision of the Systems Manual. The Owner is ultimately responsible for the decisions and approvals on the formats, arrangeme… 6. PREDESIGN- AND PLANNING-PHASE FUNCTIONS 6.1 Introduction. During the new project Predesign Phase or existing facility commissioning (Cx) Planning Phase, the Owner defines the Systems Manual formats, interface requirements, and responsibilities. This should include development, assembly, an… 6.2 Predesign- and Planning-Phase Objectives. During this phase of Systems Manual development, objectives include the following. 6.3 System Manual Structure Requirements. During the Predesign or Planning Phase, the Owner should establish the structure, format, and expected source of documents that meets their project or organizational requirements.
8	6.4 Roles and Responsibilities for Systems Manual Initial Documentation 6.5 Predesign- or Planning-Phase Systems Manual Content Requirements. The Owner documents in the OPR or CFR and by contract the responsibilities and deliverables of each team member in providing the content, documentation, assembly, training, utiliza… 6.6 Budgets. The Owner should include sufficient project funding and operational budgeting in the project and building operations budgets to develop, implement, and maintain the Systems Manual. 6.7 Planning- and Predesign-Phase Systems Manual Evaluation and Acceptance Criteria
9	7. DESIGN- AND INVESTIGATION-PHASE FUNCTIONS 7.1 Introduction. During the Design Phase for new projects or the Investigation Phase of existing buildings, the Systems Manual requirements are inserted and detailed in the project requirements, documentation, and contracts. This information provide… 7.2 Design-Phase Systems-Manual Preparation Objectives. The Design Phase and Investigation and Design Phase objectives include the conversion of the Systems Manual requirements into contract requirements. This will instruct the contractors, suppliers… 7.3 Design-Phase Systems Manual Documentation Requirements for Specific Building or Project 7.4 Design-Phase Systems Manual Evaluation and Acceptance Criteria 8. CONSTRUCTION- AND IMPLEMENTATION-PHASE FUNCTIONS 8.1 Introduction. During the Construction Phase of a new building and the Implementation Phase of an existing building, the Systems Manual requirements are updated and implemented to provide the documents and assemble them for use in training and ope… 8.2 Construction-Phase Systems Manual Preparation Objectives 8.3 Construction and Implementation Phase Systems Manual Documentation Requirements
10	8.4 Testing and Evaluation Documentation 8.5 Project Record Documents 8.6 Construction- and Implementation-Phase Systems Manual Evaluation and Acceptance Criteria 9. OCCUPANCY- AND OPERATIONS-PHASE FUNCTIONS 9.1 Introduction. During the occupancy and operation of a facility, the Systems Manual is utilized to assist in the operation and maintenance of the building. The documents are updated on a periodic basis and as needed to keep the Systems Manual current 9.2 Occupancy- and Operations-Phase Systems Manual Objectives 9.3 Occupancy- and Operations-Phase Systems Manual Documentation Requirements 9.4 Occupancy- and Operations-Phase Systems Manual Evaluation and Acceptance Criteria
11	10. EXISTING-BUILDING FUNCTIONS 10.1 Introduction. For existing facility systems and projects, the plans and documentation sources often vary from new construction. The requirements for assembling a Systems Manual if it does not exist or updating an existing Systems Manual may requ… 10.2 Existing-Building Systems Manual Objectives 10.3 Existing-Building Systems Manual Documentation Requirements where no Systems Manual Presently Exists
12	10.4 Existing-Building Systems Manual Evaluation and Acceptance Criteria 11. COMPUTERIZATION AND INTERFACE WITH OTHER PROGRAMS 11.1 Introduction. Even though a Systems Manual can be assembled in a hard copy format, it is usually better to digitize the information and assemble it into a computerized and searchable format. The volume of information is much easier to handle and… 11.2 Computerization and interface objectives include the following: 11.3 Computerization and Interface Documentation Requirements 11.4 Computerization and Interface Verification and Acceptance Criteria
13	INFORMATIVE APPENDIX A: SYSTEMS MANUAL DOCUMENTATION FLOWCHART
14	INFORMATIVE APPENDIX B: SYSTEMS MANUAL CONTRACT REQUIREMENTS B1. Initiating the Process B2. Setting Contractual Requirements
15	INFORMATIVE APPENDIX C: ROLES AND RESPONSIBILITIES
16	INFORMATIVE APPENDIX D: SYSTEMS MANUAL EXECUTIVE SUMMARY Part I: Systems Manual EXECUTIVE SUMMARY Part II: Facility Design and Construction Part III: Facility Systems and Assemblies Information Part IV: Facility Operations Part V: Training Part VI: Cx Progress Report
17	INFORMATIVE APPENDIX E: OWNER’S PROJECT REQUIREMENTS AND CURRENT FACILITY REQUIREMENTS DOCUMENTS E1. Owner’s Project Requirements
18	E2. Current Facility Requirements
19	E3. Current Facility Requirements Outline Example
21	INFORMATIVE APPENDIX F: COMMISSIONING PLAN
23	INFORMATIVE APPENDIX G: BASIS OF DESIGN
25	INFORMATIVE APPENDIX H: CONSTRUCTION PROJECT RECORD DOCUMENTS
26	INFORMATIVE APPENDIX I: PROJECT DOCUMENTS AND SUBMITTAL REVIEW REPORTS I1. Design Review Report
27	I2. Submittal Review Report
29	INFORMATIVE APPENDIX J: BUILDING AND EQUIPMENT SPECIFICATIONS J1. Commissioning Specifications
30	INFORMATIVE APPENDIX K: APPROVED SUBMITTALS
31	INFORMATIVE APPENDIX L: MANUFACTURER’S OPERATIONS AND MAINTENANCE DOCUMENTS
32	INFORMATIVE APPENDIX M: WARRANTY INFORMATION
33	INFORMATIVE APPENDIX N: CONTRACTOR AND SUPPLIER LISTING AND CONTACT INFORMATION
34	INFORMATIVE APPENDIX O: FACILITY GUIDE O1. Sources and Content of the Documents in the Facility Guide
36	INFORMATIVE APPENDIX P FACILITY OPERATING PLAN
37	INFORMATIVE APPENDIX Q: BUILDING OPERATING SEQUENCES AND SETPOINTS
38	I. SCHEDULES II. SETPOINTS (I-P)
39	II. SETPOINTS (SI)
40	III. SEQUENCES OF OPERATION SEQUENCE OF OPERATION A. OCCUPIED MODE B. UNOCCUPIED MODE C. SAFETY SHUTDOWNS SEQUENCE OF OPERATION A. OCCUPIED MODE B. UNOCCUPIED MODE
41	C. SAFETY SHUTDOWNS SEQUENCE OF OPERATION A. OCCUPIED MODE B. UNOCCUPIED MODE
42	C. SAFETY SHUTDOWNS
43	INFORMATIVE APPENDIX R: MAINTENANCE PLAN, PROCEDURES, CHECKLISTS, SCHEDULES, AND RECORDS Table R-1 Example Building Systems List and Schedule
44	Table R-2 Example for Building and HVAC Equipment Inspections
46	INFORMATIVE APPENDIX S: ONGOING COMMISSIONING AND RECORDKEEPING S1. GENERAL REQUIREMENTS— Scope, Purpose, Responsibility, Training, Security
48	INFORMATIVE APPENDIX T: JANITORIAL AND CLEANING PLANS AND PROCEDURES T1. CUSTODIAL PROCEDURES
50	INFORMATIVE APPENDIX U: UTILITY MEASUREMENT AND REPORTING
51	Table U-1 Description of Utility Metering and Monitoring Systems Table U-2 Document Formats and Procedures for Tracking and Reporting Utility Use
53	Table U-3 Sample Building (I-P)
54	Table U-3 Sample Building (SI)
56	Table U-4 Application of IPMVP
59	INFORMATIVE APPENDIX V: USE OF SYSTEMS MANUAL IN TRAINING
63	INFORMATIVE APPENDIX W: ISSUES AND RESOLUTION LOGS W1. Issues and Resolutions Log
64	INFORMATIVE APPENDIX X: CX REPORTS AND TESTING RECORDS X1. Construction Observation and Testing Checklists and Report X2. Cx REPORT
66	INFORMATIVE APPENDIX Y: INDUSTRY RESOURCES
67	INFORMATIVE APPENDIX Z: REFERENCES