This is the second edition of CSA Z8001, Special requirements for commissioning of health care facilities. It supersedes the previous edition published in 2013. This Standard provides requirements for the commissioning of health care facilities and all related building systems.

The following are the major changes to this edition:

• alignment with the Construction Specifications Institute’s Master Format;
• restructure of Clauses 4 and 5 to be more consistent;
• restructure of Annexes to align with the order of Clauses 4 and 5;
• new information throughout the clauses to address climate resilience, sustainability programs, and energy management;
• new clause on testing, adjusting, and balancing;
• new clause on operational readiness commissioning plan development;
• new clause on post-handover plan;
• new clauses on seasonal and deferred commissioning;
• new clauses and annexes on ICT and ESS systems;
• new clauses on system integration;
• updates to Table 1 on commissioning — responsibilities assignment matrix;
• withdrawal of CSA Z302 and CSA Z8001 electronic check sheets; and
• new annex on system operation manuals and maintenance and data manuals recommended structure.

The superseded CSA Z318 Standards were stand-alone documents. With the publication in 2011 of the general standard, CSA Z320, Building commissioning, the Technical Committee on Health Care Facility Engineering and Physical Plant agreed to use CSA Z320 as the basis of a new Standard, as a companion document to the new CSA Z8000, Canadian health care facilities. This Standard includes most of CSA Z320, as well as additional requirements and guidance specific to health care facilities. It applies to new construction and to renovations of existing buildings or facilities.

CSA Group acknowledges that the development of this Standard was made possible, in part, by the financial support of the Governments of Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Northwest Territories, Nova Scotia, Nunavut, Ontario, Prince Edward Island, Québec, Saskatchewan, and Yukon, as administered by Canada’s Drug Agency (CDA-AMC), as well as by the financial support of Standards Council of Canada (SCC).

This Standard was prepared by the Subcommittee on Commissioning of Health Care Facilities, under the jurisdiction of the Technical Committee on Health Care Facilities and the Strategic Steering Committee on Health and Well-being, and has been formally approved by the Technical Committee. This Standard has been developed in compliance with Standards Council of Canada requirements for National Standards of Canada. It has been published as a National Standard of Canada by CSA Group.

Scope

1.1 General

1.1.1 Health care facility commissioning requirements

This Standard provides requirements for the commissioning of HCFs and all related building systems. It applies to new facilities and to renovations and additions to existing facilities.

1.1.2 Preparation and implementation of commissioning plan

This Standard is intended to assist the commissioning team in the preparation and implementation of a commissioning plan. This plan specifies commissioning requirements for newly installed or renovated building systems and includes, but is not limited to, descriptions of the following:

• a) the commissioning processes and procedures;
• b) the resources required to complete commissioning;
• c) the responsibilities of the commissioning team;
• d) the checklists and test plans verifying performance of systems;
• e) the sequence and integration of commissioning activities;
• f) handover (e.g., maintenance team, training, documentation); and
• g) post-handover to contract closure.

Note: This Standard was developed based on CSA Z320 with additions as appropriate to address the special requirements for HCF commissioning.

1.1.3 Application of building services supporting medical equipment and systems

This Standard applies to building services that support medical equipment and systems, but does not apply to the operational commissioning of the equipment or systems, whether installed by the owner or by others.

Note: Although the commissioning activities under this Standard do not include the commissioning of medical equipment and systems (e.g., sterilizers and magnetic resonance imaging machines), the facility commissioning process is likely to include steps to ensure that contracts with external companies for equipment commissioning are being followed.

1.1.4 Clinical commissioning

This Standard does not include clinical commissioning/operational readiness. However, the clinical commissioning/operational readiness team should have a representative on the commissioning team.

Note: Clinical commissioning refers to the activities undertaken to determine the readiness of staff, procedures, and other non-infrastructure elements of the clinical program prior to the commencement of patient care. This is generally done in-house as part of the program team requirements.

1.2 Specific systems

The systems covered in this Standard include, but are not limited to, those within the following divisions of construction information as defined by the Construction Specifications Institute’s (CSI) Master Format:

• a) building enclosure (Divisions 3 to 8, as applicable to the building enclosure);
• b) door hardware (Division 8);
• c) specialties (Division 10);
• d) equipment (Division 11);
• e) furnishings (Division 12);
• f) special construction (Division 13);
• g) conveying equipment (Division 14);
• h) fire suppression (Division 21);
• i) plumbing (Division 22);
• j) heating, ventilating, and air conditioning (Division 23);
• k) integrated automation (Division 25);
• l) electrical (Division 26);
• m) communications (Division 27);
• n) electronic safety and security (Division 28);
• o) material processing and handling equipment (Divisions 41 and 42-00);
• p) exterior improvements (Division 32); and
• q) utilities (Division 33).

Notes:

1) The systems used in the HCF, and the resulting commissioning requirements, will depend on the scope and complexity of the HCF. It is the intent of this Standard that all systems and equipment present in the design of the HCF within the divisions listed above are to be included within the scope of the commissioning process.

2) Architectural systems (interior space assemblies, acoustic barriers, and acoustical testing) are to be included in the scope of the commissioning process.

3) Additional systems and divisions are to be included within the OPR documents.

1.3 Terminology

In this Standard, “shall” is used to express a requirement, i.e., a provision that the user is obliged to satisfy in order to comply with the Standard; “should” is used to express a recommendation or that which is advised but not required; and “may” is used to express an option or that which is permissible within the limits of the Standard.

Notes accompanying clauses do not include requirements or alternative requirements; the purpose of a note accompanying a clause is to separate from the text explanatory or informative material. Notes to tables and figures are considered part of the table or figure and may be written as requirements. Annexes are designated normative (mandatory) or informative (non-mandatory) to define their application.