019113 General Commissioning Requirements Maint Bldg Expan.pdf

WOR-WIC COMMUNITY COLLEGE

MAINTENANCE BUILDING EXPANSION

COMMISSIONING SERVICES

GENERAL COMMISSIONING REQUIREMENTS 019113-1

SECTION 019113 – GENERAL COMMISSIONING REQUIREMENTS

PART 1 - GENERAL

1.1. RELATED DOCUMENTS

A. Drawings and general provisions of the Contract, including General and Supplementary

Conditions and other Division 01 Specification Sections, apply to this Section.

1.2. SUMMARY

A. This Section includes general requirements that apply to implementation of commissioning without regard to systems, subsystems, and equipment being commissioned.

B. Related Sections include the following:

1. Division 01 Section "HVAC Commissioning Requirements" for specific requirements for commissioning HVAC systems.

2. Division 01 Section "Electrical Commissioning Requirements" for specific requirements for commissioning electrical systems.

3. Division 01 Section "Plumbing System Commissioning Requirements" for specific requirements for commissioning Plumbing systems.

1.3. DEFINITIONS

A. CxA: Commissioning Authority.

B. OPR: Owner's Project Requirements.

C. Systems, Subsystems, and Equipment: Where these terms are used together or separately, they shall mean "as-built" systems, subsystems, and equipment.

D. TAB: Testing, Adjusting, and Balancing.

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1.4. COMMISSIONING TEAM

A. Members Appointed by Contractor(s): Individuals, each having authority to act on behalf of the entity he or she represents, explicitly organized to implement the commissioning process through coordinated actions. The commissioning team shall consist of, but not be limited to, representatives of Contractor, including Project superintendent and subcontractors, installers, suppliers, and specialists deemed appropriate by the CxA.

B. Members Appointed by Owner:

1. CxA: The designated person, company, or entity that plans, schedules, and coordinates the commissioning team to implement the commissioning process.

Owner will engage the CxA under a separate contract. The CxA for this project shall be performed by an independent 3rd party commissioning agent.

2. All contractor commissioning requirements and costs associated with commissioning the project shall be included in the base bid.

3. Representatives of the facility user and operation and maintenance personnel.

4. Architect and Engineering design professionals.

1.5. OWNER'S RESPONSIBILITIES

A. Assign operation and maintenance personnel and schedule them to participate in commissioning team activities including, but not limited to, the following:

1. Coordination meetings.

2. Training in operation and maintenance of systems, subsystems, and equipment.

3. Testing meetings.

4. Demonstration of operation of systems, subsystems, and equipment.

1.6. CONTRACTOR'S RESPONSIBILITIES

A. Provide utility services required for the commissioning process.

B. Contractor shall assign representatives with expertise and authority to act on behalf of the

Contractor and schedule them to participate in and perform commissioning team activities including, but not limited to, the following:

1. Participate in commissioning and construction-phase coordination meetings.

2. Participate in maintenance orientation and inspection.

3. Participate in operation and maintenance training sessions.

4. Participate in final review at acceptance meeting.

5. Certify that Work is complete and systems are operational according to the

Contract Documents, including calibration of instrumentation and controls.

6. Evaluate performance deficiencies identified in test reports and, in collaboration with entity responsible for system and equipment installation, recommend corrective action.

7. Review and approve final commissioning documentation.

8. Certify that all pre-test work and pre-testing of functional performance tests are complete and operational prior to scheduling performed testing by CxA. Submit

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completed functional performance test forms with data from pre-testing.

9. During functional performance testing, a representative from the mechanical contractor, controls contractor, and test/balance engineer must be present and participate in testing.

C. Subcontractors shall assign representatives with expertise and authority to act on behalf of subcontractors and schedule them to participate in and perform commissioning team activities including, but not limited to, the following:

1. Pre-test all systems/equipment prior to engaging CxA for Functional Performance

Testing.

2. Participate in commissioning and construction-phase coordination meetings.

3. Participate in maintenance orientation and inspection.

4. Participate in procedures meeting for testing.

5. Participate in final review at acceptance meeting.

6. Provide schedule for operation and maintenance data submittals, equipment startup, and testing to CxA for incorporation into the commissioning plan. Update schedule on a weekly basis throughout the construction period.

7. Provide information to the CxA for developing construction-phase commissioning plan.

8. Participate in training sessions for Owner's operation and maintenance personnel.

9. Provide updated Project Record Documents to the CxA on a daily basis.

10. Gather and submit operation and maintenance data for systems, subsystems, and equipment to the CxA.

11. Provide technicians who are familiar with the construction and operation of installed systems and who shall develop specific test procedures and participate in testing of installed systems, subsystems, and equipment.

12. The test/balance subcontractor, mechanical contractor, and automatic temperature controls subcontractor must be on-site and provide assistance during all functional performance testing.

D. Contractors and subcontractors must pre-inspect and pre-test all equipment and systems prior to requesting functional performance testing by the CxA. All pre-start/start-up checklists and functional performance test forms must be completed and submitted to

Engineer prior to scheduling formal functional performance testing.

1.7. CXA'S RESPONSIBILITIES

A. Organize and lead the commissioning team.

B. Prepare a construction-phase commissioning plan. Collaborate with Contractor and with subcontractors to develop test and inspection procedures. Include design changes and scheduled commissioning activities coordinated with overall Project schedule. Identify commissioning team member responsibilities, by name, firm, and trade specialty, for performance of each commissioning task.

C. Convene commissioning team meetings for the purpose of coordination, communication, and conflict resolution; discuss progress of the commissioning processes. Responsibilities include arranging for facilities, preparing agenda and attendance lists, and notifying

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participants. The CxA shall prepare and distribute minutes to commissioning team members and attendees within five workdays of the commissioning meeting.

D. At a mutually agreed upon time, conduct an initial construction-phase coordination meeting for the purpose of reviewing the commissioning activities and establishing tentative schedules for operation and maintenance submittals; operation and maintenance training sessions; TAB Work; and Project completion.

E. Observe and inspect construction and report progress and deficiencies. In addition to compliance with the Contract Documents, inspect systems and equipment installation for adequate accessibility for maintenance and component replacement or repair.

F. Prepare Project-specific test and inspection procedures and checklists.

G. Schedule, direct, witness, and document tests, inspections, and systems startup.

H. Compile test data, inspection reports, and certificates and include them in the systems manual and commissioning report.

I. Certify date of acceptance and startup for each item of equipment for start of warranty periods.

J. Review Project Record Documents for accuracy. Request revisions from Contractor to achieve accuracy.

K. Review and comment on operation and maintenance documentation and systems manual outline for compliance with the Contract Documents. Operation and maintenance documentation requirements are specified in Division 01 Section "Operation and

Maintenance Data."

L. Assemble the final commissioning documentation, including the commissioning report and

Project Record Documents.

M. At a minimum the following shall be verified and submitted:

1. Review all submittals.

2. Verify inclusion of operation and occupant training requirements in the contract documents.

3. Verify inclusion of systems manuals requirements in contract documents.

4. Verify system manual updates and delivery.

5. Verify operation and occupant training delivery and effectiveness.

6. Verify off season testing and balancing.

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7. Review building operation with Owner/Construction manager 10 months after substantial completion.

8. Develop an ongoing commissioning plan.

1.8. COMMISSIONING DOCUMENTATION

A. Commissioning Plan: A document, prepared by CxA, that outlines the schedule, allocation of resources, and documentation requirements of the commissioning process, and shall include, but is not limited to the following:

1. Plan for delivery and review of submittals, systems manuals, and other documents and reports. Identification of the relationship of these documents to other functions and a detailed description of submittals that are required to support the commissioning processes. Submittal dates shall include the latest date approved submittals must be received without adversely affecting commissioning plan.

2. Description of the organization, layout, and content of commissioning documentation (including systems manual) and a detailed description of documents to be provided along with identification of responsible parties.

3. Identification of systems and equipment to be commissioned.

4. Description of schedules for testing procedures along with identification of parties involved in performing and verifying tests.

5. Identification of items that must be completed before the next operation can proceed.

6. Description of responsibilities of commissioning team members.

7. Description of observations to be made.

8. Description of requirements for operation and maintenance training, including required training materials.

9. Description of expected performance for systems, subsystems, equipment, and controls.

10. Schedule for commissioning activities with specific dates coordinated with overall construction schedule.

11. Identification of installed systems, subsystems, and equipment, including design changes that occurred during the construction phase.

12. Process and schedule for documenting changes on a continuous basis to appear in

Project Record Documents.

13. Process and schedule for completing prestart and startup checklists for systems, subsystems, and equipment to be verified and tested.

14. Step-by-step procedures for testing systems, subsystems, and equipment with descriptions for methods of verifying relevant data, recording the results obtained, and listing parties involved in performing and verifying tests.

B. Test Checklists: CxA, with assistance of Contractor and Subcontractors, shall develop test checklists for each system, subsystem, or equipment including interfaces and interlocks, and include a separate entry, with space for comments, for each item to be tested. Prepare separate checklists for each mode of operation and provide space to indicate whether the mode under test responded as required. Provide space for testing personnel to sign off on each checklist. Specific checklist content requirements are specified in Division 01 Section

"HVAC Commissioning Requirements", "Electrical Commissioning Requirements" and"

Plumbing System Commissioning Requirements”. Test checklists will be jointly developed as the project progresses. Each checklist, regardless of system, subsystem, or

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equipment being tested, shall include, but not be limited to, the following:

1. Name and identification code of tested item.

2. Test number.

3. Time and date of test.

4. Indication of whether the record is for a first test or retest following correction of a problem or issue.

5. Dated signatures of the person performing test and of the witness, if applicable.

6. Individuals present for test.

7. Deficiencies.

8. Issue number, if any, generated as the result of test.

C. Certificate of Readiness: Certificate of Readiness shall be signed by Contractor, Subcontractor(s), Installer(s), and CxA certifying that systems, subsystems, equipment, and associated controls are ready for testing. Completed test checklists signed by the responsible parties shall accompany this certificate.

D. Test and Inspection Reports: CxA shall record test data, observations, and measurements on test checklists. Photographs, forms, and other means appropriate for the application shall be included with data. CxA shall compile test and inspection reports and test and inspection certificates and include them in systems manual and commissioning report.

E. Corrective Action Documents: CxA shall document corrective action taken for systems and equipment that fail tests. Include required modifications to systems and equipment and revisions to test procedures, if any. Retest systems and equipment requiring corrective action and document retest results.

F. Issues Log: CxA shall prepare and maintain an issues log that describes design, installation, and performance issues that are at variance with the Contract Documents.

Identify and track issues as they are encountered, documenting the status of unresolved and resolved issues.

1. Creating an Issues Log Entry:

a. Identify the issue with unique numeric or alphanumeric identifier by which the issue may be tracked.

b. Assign a descriptive title of the issue.

c. Identify date and time of the issue.

d. Identify test number of test being performed at the time of the observation, if applicable, for cross-reference.

e. Identify system, subsystem, and equipment to which the issue applies.

f. Identify location of system, subsystem, and equipment.

g. Include information that may be helpful in diagnosing or evaluating the issue.

h. Note recommended corrective action.

i. Identify commissioning team member responsible for corrective action.

j. Identify expected date of correction.

k. Identify person documenting the issue.

2. Documenting Issue Resolution:

a. Log date correction is completed or the issue is resolved.

b. Describe corrective action or resolution taken. Include description of

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diagnostic steps taken to determine root cause of the issue, if any.

c. Identify changes to the Contract Documents that may require action.

d. State that correction was completed and system, subsystem, and equipment is ready for retest, if applicable.

e. Identify person(s) who corrected or resolved the issue.

f. Identify person(s) documenting the issue resolution.

3. Issues Log Report: On a periodic basis, but not less than for each commissioning team meeting, CxA shall prepare a written narrative for review of outstanding issues and a status update of the issues log. As a minimum, CxA shall include the following information in the issues log and expand it in the narrative:

a. Issue number and title.

b. Date of the identification of the issue.

c. Name of the commissioning team member assigned responsibility for resolution.

d. Expected date of correction.

G. Commissioning Report: CxA shall document results of the commissioning process including unresolved issues and performance of systems, subsystems, and equipment. The commissioning report shall indicate whether systems, subsystems, and equipment have been completed and are performing according to the Contract Documents. The commissioning report shall include, but is not limited to, the following:

1. Lists and explanations of substitutions; compromises; variances in the Contract

Documents; record of conditions; and, if appropriate, recommendations for resolution. This report shall be used to evaluate systems, subsystems, and equipment and shall serve as a future reference document during Owner occupancy and operation. It shall describe components and performance that exceed requirements of the Contract Documents and those that do not meet requirements of the Contract Documents. It may also include a recommendation for accepting or rejecting systems, subsystems, and equipment.

2. Commissioning plan.

3. Testing plans and reports.

4. Corrective modification documentation.

5. Issues log.

6. Completed test checklists.

7. Punch Lists.

8. Test/Balance Reports.

9. Listing of off-season test(s) not performed and a schedule for their completion.

10. All commissioning documents must be submitted to the building Owner within 90 days of the date of receipt of the Certificate of Occupancy.

H. Systems Manual: CxA shall gather required information and compile systems manual.

Systems manual shall include, but is not limited to, the following:

1. Project Record Documents as specified in Division 01 Section "Project Record

Documents."

2. Final commissioning plan.

3. Commissioning report.

4. Operation and maintenance data as specified in Division 01 Section "Operation and Maintenance Data."

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1.9. SUBMITTALS

A. Test Checklists and Report Forms: CxA shall submit sample checklists and forms to

Construction Manager quality-control manager and subcontractors for review and comment. Submit two copies of each checklist and report form.

B. Test and Inspection Reports: CxA shall submit test and inspection reports to the

Construction Manager, the Architect, and the Design Engineers.

C. Corrective Action Documents: CxA shall submit corrective action documents to the

Construction Manager, the Architect, and the Design Engineers.

D. Prepare, submit and maintain a current facilities requirements and operations and maintenance plan that contains the information necessary to operate the building efficiently. The plan shall include the following:

1. Sequences of operation for all systems in the building.

2. The building occupancy schedules.

3. Equipment run time schedules.

4. Setpoints for all HVAC equipment.

5. Design lighting levels throughout the building.

6. Modifications to occupy schedules/setpoints for different seasons, days of the week, times of the day, and modes of operation.

7. Minimum outside air requirements.

8. A system narrative describing the mechanical and electrical systems and equipment.

9. A preventative maintenance plan for building equipment described in the systems narrative.

10. A commissioning program that includes periodic commissioning requirements, ongoing and commissioning tasks.

1.10. QUALITY ASSURANCE

A. Instructor Qualifications: Factory-authorized service representatives, experienced in training, operation, and maintenance procedures for installed systems, subsystems, and equipment.

B. Test Equipment Calibration: Comply with test equipment manufacturer's calibration procedures and intervals. Recalibrate test instruments immediately whenever instruments have been repaired following damage or dropping. Affix calibration tags to test instruments. Instruments shall have been calibrated within six months prior to use.

1.11. COORDINATION

A. Coordinating Meetings: CxA shall conduct coordination meetings of the commissioning team to review progress on the commissioning plan, to discuss scheduling conflicts, and to discuss upcoming commissioning process activities.

B. Pretesting Meetings: CxA shall conduct pretest meetings of the commissioning team to

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review startup reports, pretest inspection results, testing procedures, testing personnel and instrumentation requirements, and manufacturers' authorized service representative services for each system, subsystem, equipment, and component to be tested.

C. Testing Coordination: CxA shall coordinate sequence of testing activities to accommodate required quality-assurance and -control services with a minimum of delay and to avoid necessity of removing and replacing construction to accommodate testing and inspecting.

1. Schedule times for tests, inspections, obtaining samples, and similar activities.

D. Manufacturers' Field Services: CxA and Contractor shall coordinate services of manufacturers' field services.

PART 2 - PRODUCTS (NOT USED)

PART 3 - EXECUTION

3.1. OPERATION AND MAINTENANCE TRAINING REQUIREMENTS

A. Training Preparation Conference: Before operation and maintenance training, CxA shall convene a training preparation conference to include Owner's operation and maintenance personnel, Contractor, and subcontractors.

B. Training Modules: Develop an instruction program that includes individual training modules for each system, subsystem, and equipment.

END OF SECTION 019113