Which sections should be controlled?

Start with the owner and project requirements, then define the commissioning team, systems boundary, deliverable list, review gates, evidence rules and issue process.

Commissioning plan structure
SectionQuestionEvidence
ScopeWhich systems and interfaces?Asset and system list
RolesWho prepares and approves?Responsibility matrix
StagesWhat gate comes next?Commissioning schedule
TestingWhich procedures and records?ITP and test index
HandoverWhat closes the package?Evidence register

Sources: ASHRAE: Commissioning resources and Standard 202-2024, US Department of Energy: Commissioning Process for Federal Facilities

How should project-specific definitions be handled?

Copy the project definitions for stages, levels, witness points and acceptance. Do not substitute a familiar diagram when the project documents use different gates.

Sources: Uptime Institute: Lessons Learned from Tier Certification of Constructed Facilities

What does the plan not approve?

It does not approve an acceptance criterion, test result or engineering design. Those decisions stay with the named commissioning professional and responsible engineers.

Common questions

What else should the bid team know?

Does a documentation pack approve a test?

No. The commissioning professional and responsible engineers approve procedures, criteria and acceptance decisions.

Are commissioning levels universal?

No. Project and client documents define the meaning and gate for levels. Use the approved commissioning plan.

Can a missing acceptance criterion be invented?

No. Record it as an open input and obtain the approved criterion from the responsible technical reviewer.

Primary sources

  1. Commissioning resources and Standard 202-2024ASHRAE
  2. Commissioning Process for Federal FacilitiesUS Department of Energy
  3. Lessons Learned from Tier Certification of Constructed FacilitiesUptime Institute