10-Attach J - McKinstry Controls Cx Roles Responsibilities.pdf
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- Solicitation number
- TB2636-WM
- Issued by
- Salt Lake County, Salt Lake City, Utah
About this file
This is an Attachment D document outlining controls commissioning roles and responsibilities for the Salt Lake City School District's HVAC electrification project at Whittier Elementary School in partnership with McKinstry. The document specifies the Controls Contractor's obligations across multiple commissioning phases, including installation observation, start-up and checkout, sensor calibration, control actuator adjustment, point-to-point system verification, and functional testing of all HVAC control sequences and modes. The Controls Contractor must appoint a qualified Test Engineer to manage and certify all work, provide necessary equipment and instrumentation, submit electronic documentation at each phase, and ensure all systems comply with contract documents and manufacturer specifications. The scope encompasses testing start-up, shutdown, unoccupied and manual modes, capacity modulation, power failure scenarios, alarms, equipment staging, interlocks, and stand-alone operation verification for larger equipment and representative sampling of similar units.
The Controls Contractor bears responsibility for all remedial expenses resulting from inaccurate instrumentation and must use high-quality, NIST-traceable calibrated instruments for field testing. Documentation requirements include calibration reports, actuator and valve commissioning reports, point-to-point checkout reports, and functional test procedures with expected versus actual responses. The Controls Contractor must also provide comprehensive owner training delivered by qualified personnel with attendance verification and signed acceptance documentation, prepare operations and maintenance manuals in electronic format, and make field staff available for demonstration testing upon request by the Commissioning Agent or McKinstry Construction Manager. All certifications and reports must be submitted electronically to McKinstry Construction Manager and require approval from the Design Engineer and Commissioning Agent before project completion.
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Last Revision: 10/25/2017 1
ATTACHMENT D
CONTROLS COMMISSIONING ROLES AND RESPONSIBILITIES
REVISED 10/18/07
L in e
Commissioning Activities: Clarification Control Contractor Scope
1 Controls Contractor
Communication
Requirements
The control contractor is responsible for prompt notification and resolution (if applicable) of any deficiencies preventing proper system operation or compliance with the Commissioning scope below.
2 Controls Contractor Logistics
Requirements
Control Test Engineer will also provide any necessary, computers, software, meters, instruments, tools, and ladders needed to accomplish the
Commissioning scope below.
3 Controls Contractor Testing and Calibration
Requirements
Instruments used to field test and calibrate must be of high quality, suited to the task, and accurate. NIST traceable calibration certificates preferred but not mandatory.
Control Contractor is responsible for all remedial expenses caused by use of inaccurate instrumentation.
4 Identify Test Engineer for
Controls Contractor.
Controls Contractor shall appoint a qualified Test
Engineer to manage and certify that installation, start-up, check out, commissioning, owner training and O&M manuals work is performed according to the project requirements.
5 Installation Observation:
6 Controls Contractor Test
Engineer certifies installation.
Ensure that features and systems are properly installed according to the contract documents and manufacturer's instructions and that other building systems or components are not compromising the performance of the feature.
Controls Contractor Test
Engineer submits certification
(electronically) that features and systems are properly installed according to the contract documents and manufacturer's instructions and that other building systems or components are not compromising the performance of the feature.
7 Observe installation of
Controls System
Commissioning Agent or
McKinstry Construction
Last Revision: 10/25/2017 2
Manager performs inspections after each Test Engineer certifies installation in writing.
8 Start-up and Checkout:
9 Complete start-up and initial checkout of Controls System.
10 Clearly document start-up and checkout results according to manufacturer's written instructions and the contract documents.
Controls Contractor Test
Engineer compiles electronic copies of start-up and checkout results and certifies that start up and checkout procedures have been completed according to the contract documents and product manufacturer's instructions. This electronic document package is submitted to the
Commissioning Authority.
11 Sampling:
12 Perform appropriate sampling technique to verify that the start-up and initial checkout of systems have been completed.
Controls Contractor Test
Engineer and any necessary technicians shall be available on request of Commissioning
Agent or McKinstry
Construction Manager to demonstrate start-up and checkout of systems are complete.
13 Complete calibration of all control sensors.
Record any intercept, scale, or offset changes where calibration required deviation from factory default values.
Controls Contractor Test
Engineer submits a calibration commissioning report to
McKinstry Construction
Manager (electronically). Test
Engineer for Controls
Contractor submits certification to McKinstry
Construction Manager
(electronically) that each sensor is calibrated according to the product manufacturer's instructions and contract documents.
14 Perform appropriate sampling technique to be reasonably sure that all sensors have been calibrated.
Controls Contractor Test
Engineer (and any other necessary field staff) shall be available on request of
Commissioning Agent or
McKinstry Construction
Manager to demonstrate calibration of sensors is complete.
Last Revision: 10/25/2017 3
15 Complete adjustment of control actuators, dampers and valves.
Verify full open, full closed and linear scaling of analog inputs/outputs for valve and damper actuators. Verify through visual observation.
Controls Contractor Test
Engineer submits a control actuator, damper and valve commissioning report to
McKinstry Construction
Manager (electronically). Test
Engineer for Controls
Contractor submits certification to McKinstry
Construction Manager
(electronically) that control actuators, dampers and valves have been adjusted to operate according to the product manufacturer's instructions and contract documents and that BAS reported values are accurate.
16 Perform appropriate sampling technique to verify operation of control actuators, dampers and valves.
Controls Contractor Test
Engineer (and any other necessary field staff) shall be available on request of
Commissioning Agent or
McKinstry Construction
Manager to demonstrate operational commissioning of control actuators, dampers and valves is complete.
17 Complete a point to point checkout of the control system
Verify that each control point is commanding, reporting, and controlling according to the intended purpose.
Controls Contractor Test
Engineer submits a point to point commissioning report to
McKinstry Construction
Manager (electronically). Test
Engineer for Controls
Contractor also submits certification to McKinstry
Construction Manager
(electronically) that each control point is commanding, reporting, and controlling according to the intended purpose.
18 Perform appropriate sampling technique to verify that the point to point checkout has been completed.
Controls Contractor Test
Engineer (and any other necessary field staff) shall be available on request of
Commissioning Agent to demonstrate point to point checkout is complete.
19 Functional Testing:
20 Controls Contractor Test
Engineer writes repeatable test procedures to
Clearly document the individual systematic test procedures, the expected
Controls Contractor Test
Engineer submits functional test procedures to McKinstry
Last Revision: 10/25/2017 4 functionally test components and systems.
system response or acceptance criteria for each procedure, the actual response for findings, and any pertinent discussion.
Include trend information that will be used to evaluate system performance.
Include complete, approved, as-built sequence of operation.
Construction Manager
(electronically). Design
Engineer and Commissioning
Agent or McKinstry
Construction Manager approves test procedures.
21 Test each sequence in the sequence of operations and other significant modes.
Perform Functional
Performance Tests.
Sequences and control strategies include start-up, shutdown, unoccupied and manual modes, modulation up and down the unit's range of capacity, power failure, alarms, component (unit and pump) staging and backup upon failure, interlocks with other equipment, and sensor and actuator calibrations.
Test all larger equipment individually. Confirm and document equipment operates "stand-alone" when disconnected from DDC network and communication failure alarms. Similar units that are numerous (e.g.
smaller rooftop units, air terminal units, exhaust fans) may require a specific sampling strategy.
Controls Contractor Test
Engineer submits a sequence of operation commissioning report to McKinstry
Construction Manager
(electronically). Test Engineer for Controls Contractor submits certification to
McKinstry Construction
Manager (electronically) that sequences of operation have been individually tested and operate according to the contract documents. Test
Engineer for Controls
Contractor (and any other necessary field staff) shall be available on request of
Commissioning Agent or
McKinstry Construction
Manager to demonstrate that these tests are complete.
22 Training:
23 Provide adequate training for
Owner's staff
The training must be performed by qualified individuals for a sufficient duration to ensure that facility staff has all the information needed to optimally operate, maintain and replace the commissioned features and systems.
Controls Contractor provides
Owner training. Owner facility staff attending training sessions "sign off" on attendance sheets and "sign off" on thoroughness of training sessions. Controls
Contractor Test Engineer provides electronic copies of
Training Session attendance sheets and signed Owner
Acceptance of Training sheets to McKinstry Construction
Manager.
24 O&M Manuals:
25 Prepare O&M manual. Controls Contractor Test
Engineer provides electronic copies of O&M Manuals to
Last Revision: 10/25/2017 5
McKinstry Construction
Manager for compiling into a single electronic document.
Design Engineer and
Commissioning Agent or
McKinstry Construction
Manager approves test procedures.
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