12-05 01 91 00 General Commissioning Requirements.pdf

01 91 00 1 2/28/2023 Commissioning REV 0

Design and Construction Standards Technical Specification

SECTION 01 91 00

Commissioning

All renovation and new construction activities on The University of Texas at Austin campuses are required to meet the UT Austin Design and Construction Standards (DCS) from the planning and design stages through actual construction and facilities maintenance. These standards reflect the planning, design, construction, maintenance, and other facilities asset expertise of University personnel. Any exceptions shall be submitted by the Project Manager as a Standards Exception Request and incorporated after approval is received from the respective Division Champion. The DCS are managed by the Office of University Planning, and updated with the advice of multiple campus groups at The University of Texas at Austin. This document is the property of UT Austin, and use of this document, in part or in whole, for any purpose other than for a UT Austin project may not be done without written permission of the University.

For any comments or questions related to UT Austin Design and Construction Standards, please contact the Office of University Planning at: campus_standards@austin.utexas.edu or by phone at (512) 471-0665.

The issuance and revision history of this Section is tabulated below. Please destroy any previous copy in your possession.

Rev Date Pages Remarks Documents

Referenced 8/23/2022 All Document reformatted to match new style.

Revised language for clarity (e.g. CxA vs Contractor responsibilities). Added new requirements (e.g. Systems to be Commissioned, FDD).

Section 01 91 00

OFPC/CPC

document, revision dated 12/12/16

2/28/2023 All New Technical Specification published.

TECHNICAL SPECIFICATION

SECTION 01 91 00 2 2/28/2023

SECTION 01 91 00 – COMMISSIONING

PART 1 - GENERAL

1.1 SUMMARY

(NOTE TO SPEC WRITER: REVIEW DIVISION 01 COMMISSIONING DESIGN CRITERIA

PRIOR TO PROCEEDING WITH THIS DOCUMENT.)

A. The Owner shall designate the Commissioning Provider (CxA) for the project in the Pre-Design phase. The CxA will guide the commissioning (Cx) process, and the project Cx Team shall support this overall process as described within this specification and the Cx specifications in related sections of the Project Manual.

B. Scope Requirements:

1. The Cx scope will depend upon the systems and equipment included in the construction project.

2. All new equipment within the Cx scope shall be commissioned.

3. Existing equipment within the Cx scope and inside the project area, and any existing equipment outside the project scope but impacted by the project, shall be commissioned when the project is a renovation of a conditioned area greater than 10,000 square feet, includes an AHU having a cooling capacity greater than 40 tons, a laboratory renovation with additions or modifications to lab exhaust fans, or a building addition.

C. For projects that are to be LEED certified, ensure that commissioning is performed and documented to achieve the Fundamental Commissioning and Verification prerequisite, as well as all points available under the Enhanced Commissioning credit.

D. The commissioning process does not take away from or reduce the responsibility of the system designers or installing contractors to provide a finished and fully functioning system.

1.2 RELATED DOCUMENTS

A. Commissioning specifications stipulating the specific commissioning requirements for the project will be prepared by the CxA for each system or item of equipment to be commissioned within the Cx scope described in the Cx plan and Project Manual, and these specifications will be included in the Project Manual under the appropriate Division.

B. Commissioning and Closeout Documentation is to be coordinated with the requirements in UT Specification 01 77 00 Project Closeout Procedures.

1.3 SYSTEMS TO BE COMMISSIONED

(NOTE TO SPEC WRITER: SELECT THE SYSTEMS TO BE COMMISSIONED. WORK WITH

THE ODR TO DETERMINE THE SYSTEMS TO BE COMMISSIONED USING THIS

SPECIFICATION; SOME SYSTEMS MAY BE HANDLED THROUGH ALTERNATE MEANS.

ADD OTHER SYSTEMS AS APPROPRIATE FOR THE FACILITY TO BE COMMISSIONED.

ADDITIONAL REQUIREMENTS MAY NEED TO BE ADDED TO THE PROCEDURES

SPECIFIED HEREIN. EXAMPLES INCLUDE ELEVATOR CONTROLS, FIRE SUPPRESSION

AND ALARM SYSTEMS, SECURITY SYSTEMS, AUDIO/VISUAL SYSTEMS, AND

COMMUNICATIONS SYSTEMS.)

A. Add requirements and systems as necessary to meet the requirements of Third-Party Certification (TPC) for sustainability such as LEED or Green Globes.

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B. Commissioning specifications stipulating the specific commissioning requirements shall be prepared by the CxA for each system to be commissioned, and these specifications shall be included in the Project Manual under the appropriate Division.

C. Commission the following systems:

1. Heating, Ventilating, Air Conditioning, and Refrigeration Systems (HVAC)

2. Building Automation System

3. Utility Monitoring and Control System

4. Lighting Systems

5. Power Distribution Systems

6. Power Generation Systems

7. Renewable Energy Systems

8. Service Water Heating Systems

9. Plumbing Systems

10. Natural Gas and Propane Systems

11. Water Pumping and Mixing Systems

12. Laboratory Equipment

13. Irrigation Systems

14. Water Harvesting/Reclaim Systems

15. Compressed Air, Vacuum, and Gas Delivery Systems

16. Energy and Water Utility Metering Systems and Sub-Meters

17. Fenestration Control Systems

18. Building Envelope: Include moisture, thermal integrity, and air tightness for the entire building envelope including systems such as:

a. Walls

b. Fenestration

c. Roofing

d. Roof Openings

e. Floors

f. Below-grade Perimeter Walls

g. Crawlspaces

h. Attics

i. Slab-On-Grade

j. Floor Assemblies

1.4 REFERENCES

A. Commissioning tasks and documentation shall be provided in accordance with industry standards and best practices. Refer to the latest edition of the following Standards and Guidelines:

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1. ASHRAE Guideline 0 – The Commissioning Process

2. ASHRAE Standard 90.1 – Energy Standard for Buildings Except Low-Rise Residential Buildings

3. ASHRAE Standard 202 – Commissioning Process for Buildings and Systems

4. Building Commissioning Association – New Construction Commissioning Best Practices

5. ASHRAE Guideline 0.2 – Commissioning Process for Existing Systems and Assemblies

6. ASHRAE Guideline 1.1 – HVAC&R Technical Requirements for The Commissioning Process

7. ASHRAE Guideline 1.2 – Technical Requirements for the Commissioning Process for Existing HVAC&R Systems and Assemblies

8. ASHRAE Guideline 1.3 – Building Operations and Maintenance Training for HVAC&R Commissioning Process

9. ASHRAE Guideline 1.4 – Preparing Systems Manuals for Facilities

10. ASHRAE Guideline 1.5 – The Commissioning Process for Smoke Control Systems

11. ASHRAE Guideline 4 – Preparation of Operations and Maintenance Documentation for HVAC&R Systems

12. ASHRAE Standard 189.1 – Standard for the Design of High-Performance Green Buildings Except Low-Rise Residential Buildings

13. ICC International Energy Conservation Code

1.5 DEFINITIONS

A. Abbreviations: The following are common abbreviations used in this Cx specification:

A/E Architect and Engineer

BAS Building Automation System

BOD Basis of Design

Cx Commissioning Process

CxA Commissioning Agent

EC Electrical Contractor

ECC Environmental (Temperature) Controls System Contractor

EFIT Entire Facility Integrated Test

EMO Energy Management & Optimization

FDD Fault Detection & Diagnostics

FPT Functional Performance Test

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GC General Contractor

IST Integrated Systems Test

MC Mechanical Contractor

ODR Owner’s Designated Representative

OPR Owner's Project Requirements

PFC Pre-Functional Checklist

TAB Test and Balance Contractor

B. Basis of Design (BOD) – The basis of design is the documentation of the primary thought processes and assumptions behind design decisions that were made to meet the Owner’s Project Requirements. The basis of design describes the systems, components, conditions and methods chosen to meet the intent. Some reiterating of the Owner’s Project Requirements may be included.

C. Building Automation System (BAS) – The digital control system for building HVAC and other systems requiring automated control and monitoring.

D. Commissioning Agent (CxA) – Commissioning specialist with extensive knowledge and experience in managing the building commissioning process. Must be an independent third party contracted directly by UT Austin.

E. Commissioning Plan (Cx Plan) – The Cx Plan is a detailed description of the entire Cx process.

The Cx Plan identifies processes, procedures, roles and responsibilities, and protocols to be administered and managed by the CxA to satisfy the Cx responsibilities included in the contract documents. The Cx Plan provides a step-by-step outline to achieve the Owner’s Project Requirements during the construction project. Cx Plan’s shall at a minimum meet the requirements in ASHRAE Standard 202.

F. Commissioning Process (Cx) - A quality-focused process for enhancing the delivery of a project.

Refer to ASHRAE 202 for a comprehensive description of the commissioning process.

G. Deficiency – A condition in the materials, installation, or function of a component, piece of equipment, or system that is not in compliance with the Contract Documents, does not perform properly or does not comply with the Owner’s Project Requirements.

H. Entire Facility Integrated Test (EFIT) – Documented demonstration of operational performance and integrated operation of the entire facility as a multi-functioning operational system.

I. Energy Management & Optimization (EMO) – UT Utilities and Energy Management (UEM) Energy Management and Optimization team.

J. Facility Operation Manual – A Facility Operation Manual compiles all integrated operational information for UT operations staff. This Manual focuses on operating the facility systems, particularly interactions between equipment.

K. Fault Detection and Diagnostics (FDD) – A software-based system that analyzes BAS trend data and uses predefined rules to identify equipment that is not working correctly and identify opportunities to improve equipment performance.

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L. Functional Performance Test (FPT) – Document containing verification and operational procedures for demonstrating the full functionality and performance of an installed component, equipment or system. The CxA develops the functional test procedures, and coordinates, oversees and documents the actual testing, which is performed by the installing contractor or vendor.

M. Integrated Systems Test (IST) – An integrated system contains two or more system components that have been functionally tested and have physical, hardwired or software interfaces that require one component to respond as the result of the operation of one or more other components. The IST documents the operational performance of integrated systems, for example, chilled water distribution, domestic hot water system, primary electrical distribution, fire alarm, access control and security systems.

N. Major Renovation – Removal and replacement of all infrastructure components of an existing building.

O. Owner’s Designated Representative (ODR) – Term used throughout the Contract documents shall refer to the Project Manager assigned by the Owner to act on its behalf, and to undertake certain activities as specifically outlined in the Contract. For the purposes of this specification section, the words “Owner” and “Owner’s Designated Representative” are interchangeable. The ODR is the only party authorized to direct changes to the scope, cost, or time of the contract.

P. Owner’s Facility Manager – The UT Facility Director for a College, or UT Building Manager, as applicable to the project.

Q. Owner’s Project Requirements (OPR) – A dynamic document that provides the explanation of the ideas, concepts and criteria that are considered to be very important to the Owner. It is initially the outcome of the programming and conceptual design phases.

R. Pre-Functional Checklist (PFC) – Documented evidence of the condition of equipment upon delivery to the site, verification equipment is correctly installed, has been energized and the start-up process was in accordance with manufacturer recommended procedures, equipment is functional, and meets the OPR. PFC will at a minimum include the requirements of a Construction Checklist as defined in ASHRAE Standard 202.

S. Project Manual – The written documents prepared for, or made available for, procuring and constructing the Work, including but not limited to the Bidding Documents or other construction procurement documents, geotechnical and existing conditions information, the Agreement, bond forms, General Conditions, Supplementary Conditions, and Specifications.

T. Systems Manual – The Systems Manual incorporates all Commissioning and Closeout documentation and/or verification not included in the Facility Operation Manual. It is provided in electronic format for transmittal to the Owner at the conclusion of the project. This Manual is intended to be a consolidation of the documentation/verification for the project Commissioning and Closeout process.

1.6 COORDINATION

A. Commissioning Team (Cx Team), which shall be comprised of:

1. CxA

2. ODR

3. Institution or Department’s representative

4. Owner’s Ongoing Commissioning (OCx) team representative

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5. The designated commissioning representative of the GC

6. A/E

7. MC

8. EC

9. TAB

10. ECC

11. Subcontractors (Subs)

B. Scheduling:

1. The CxA shall work with the GC according to protocols established in the Cx Plan to schedule the commissioning activities. The GC shall integrate all commissioning activities into the master schedule.

2. The CxA shall provide the initial schedule of Cx tasks to the GC at the commissioning kickoff meeting for review and planning of Cx activities. The Cx Plan shall provide a format for this schedule. As construction progresses, the Cx schedules may be adjusted as necessary by the GC.

3. Contractor schedules and scheduling are the responsibility of the GC.

C. Management:

1. The CxA directs and coordinates the project commissioning activities and reports to the ODR. Cx team members work together to fulfill their contracted responsibilities and meet the objectives of the contract documents. (NOTE TO SPEC WRITER: REFER TO

COMMISSIONING DESIGN CRITERIA FLOW CHART. IF APPLICABLE, INCLUDE

DOCUMENT AS AN APPENDIX TO THIS SECTION).

D. Sequencing

1. Complete the following prior to starting Functional Performance Tests of mechanical systems:

a. All equipment and systems have been completed, cleaned, flushed, disinfected, calibrated, tested, and operate in accordance with contract documents and construction plans and specifications.

b. Performance Verification Tests and Point Verification of the controls systems have been completed and the Performance Verification Test Report has been submitted and approved in accordance with Specification Section 23 09 23 DIRECT DIGITAL CONTROL SYSTEMS and Specification Section 23 09 43 PNUEMATIC

CONTROL SYTEM FOR HVAC.

c. Testing, Adjusting, and Balancing has been completed and the Testing, Adjusting, and Balancing Report, has been submitted and approved in accordance with Specification Section 23 05 93 TESTING, ADJUSTING, AND BALANCING.

d. The building envelope is enclosed according to contract documents with final construction completed, the Air Barrier Pressure Tests have been completed and the Air Leakage Test Reports and Diagnostic Test Reports have been submitted

SECTION 01 91 00 8 2/28/2023

and approved in accordance with Specification Section 07 05 23 PRESSURE

TESTING AN AIR BARRIER SYSTEM FOR AIR TIGHTNESS.

e. The Pre-Functional Checklists have been submitted and approved.

f. The Certificate of Readiness for mechanical systems has been submitted and approved.

2. Complete the following prior to starting Functional Performance Tests of the electrical systems:

a. All electrical, power generation, and lighting equipment and systems have been completed, calibrated, tested, and operate in accordance with contract documents and construction plans and specifications.

b. The building envelope is enclosed according to contract documents with final construction completed.

c. Ceiling tiles, floor coverings, and window coverings are in place.

d. The Certificate of Readiness for electrical systems has been submitted and approved.

e. Commissioned furniture systems are in place.

1.7 RESPONSIBILITIES

A. All Parties shall:

1. Follow the Cx Plan.

2. Attend commissioning meetings as necessary.

3. Properly schedule, log, and discharge commissioning activities and responsibilities throughout the project.

B. Commissioning Agent (CxA) shall:

1. Cx Process and Scope:

a. Coordinate the Cx process from Pre-Design through hand-off to the OCx team.

b. Develop an initial project Cx scope before the end of the Pre-Design phase, and finalize the Cx scope and budget before the end of the project Design Phase.

c. Prepare Cx specifications for each system or item of equipment that is included in the project Cx scope. Provide the Cx specifications to the A/E for inclusion in the Project Manual under the appropriate Division.

d. Perform site visits, as necessary, to observe component and system installations.

e. Recommend acceptance or non-acceptance of systems to Owner.

f. Prepare an occupant survey to assess occupant comfort and satisfaction during the

Warranty Phase, or before construction in an existing building, as required by the

ODR.

g. Perform any additional Cx tasks requested by the ODR and that are included in the Cx scope of works and budget.

h. Complete hand-off of Cx process to UT OCx Team.

2. Cx Plan:

a. Prepare an initial Cx Plan at the beginning of the Pre-Design phase.

SECTION 01 91 00 9 2/28/2023

b. Prepare a Construction Phase Cx Plan before the start of the project Construction Phase.

c. Update and revise the Cx Plan as required throughout the Cx process.

3. OPR and BoD:

a. Lead or assist with preparing the OPR during the project Pre-Design Phase as directed by the ODR. The OPR shall be developed in accordance with the requirements of ASHRAE Standard 202.

b. Review the Basis of Design document at each design document review in order to document and verify it aligns with the OPR.

4. Design and Submittal Reviews:

a. Review design documentation, and participate in design review meetings, as necessary or as directed by the ODR.

b. Review system and equipment submittals for commissioned systems, verify they meet the OPR, and provide comments to the GC.

1) The CxA submittal review provides information to the Design Team but is not a review for acceptance or rejection of the submitted equipment or system;

acceptance or rejection of any submittal remains the responsibility of the A/E Design Team.

c. Review equipment warranties and confirm that they are project specific and clearly define the Owner’s responsibilities, if any.

5. Testing and Documentation:

a. Prepare forms, tests, and checklists required to complete the Cx process. These shall include at a minimum:

1) Pre-Functional Checklists for each system or item of equipment.

2) Functional Performance Tests.

3) IST procedures (when applicable).

4) EFIT procedures (when applicable).

b. Prepare and maintain a web-based Cx software Issues Log to record deficiencies and their resolution. The Issues Log will:

1) Describe design, installation, and performance issues which are at variance with the Owner’s Project Requirements and Contract Documents.

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

3) Document corrective modifications made.

c. Verify the satisfactory completion of Pre-Functional Checklists issued to the GC.

d. Verify completion of TAB to confirm commissioned systems are ready for FPT:

1) Verification of air and water systems balancing may be performed by spot testing, reviewing completed reports, and by selected site observations as directed by the ODR.

e. Provide ECC a list of requested analog, digital, and virtual points to be trended at 15-minute intervals.

f. Witness, and document functional performance testing by installing contractors.

Coordinate retesting as necessary until satisfactory performance is achieved per the OPR and design specifications.

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g. Prepare a Functional Test Report.

h. Coordinate, witness, and document Integrated Systems Testing by installing contractors. Coordinate retesting as necessary until satisfactory performance is achieved per the OPR and design specifications.

i. Coordinate an Entire Facility Integration Test (if applicable).

j. Verify O&M and training documentation provided by GC is adequate.

k. Refer to UT Specification 01 77 00 1.7.H Commissioning and Closeout Manual and

Appendix A ‘Project Closeout Deliverable Matrix’ for requirements. CxA shall provide any additional documentation needed that is not already provided by others.

l. Prepare a Final Cx Report that is included in the Systems Manual.

m. Prepare a Facility Operation Manual.

n. Coordinate, witness, and document deferred or seasonal testing as required, as well as any deficiency corrections needed.

6. Training:

a. Verify the satisfactory completion of equipment training.

b. Coordinate and lead facility system operation training.

C. Architect/Engineer Design Team:

1. The Architect shall:

a. Provide input and review the OPR during the Pre-Design phase.

b. Prepare a Basis of Design document in accordance with the requirements of

ASHRAE Standard 202.

c. Perform normal submittal review, construction observation, record drawing preparation, and operations and maintenance data preparation, as required by Contract Documents.

d. Provide design narrative documentation as requested by CxA.

e. Review O&M documentation and systems training provided by GC.

f. Assist with resolution of system deficiencies identified during commissioning, as required by Contract Documents.

g. Prepare and submit final as-built design intent documentation for inclusion in

Operation and Maintenance Manual, and review and approve Operation and Maintenance Data Manual.

h. Warranty Period: Assist with resolution of design non-conformance and design deficiencies identified during warranty period commissioning.

2. Design Engineers shall:

a. Provide input and review the OPR during the Pre-Design phase.

b. Contribute to the Basis of Design document prepared by the project Architect.

c. Perform normal submittal review, construction observations, and record drawing preparation, as required by Contract Documents.

d. Perform site observation immediately preceding system startup.

e. Review Functional Checklists.

f. Provide design narrative and sequence documentation as requested by CxA.

g. Assist in clarifying operation and control of commissioned equipment in areas where specifications, control drawings, or equipment documentation are not sufficient for writing detailed testing procedures.

h. Assist with resolution of system deficiencies identified during commissioning, as required by Contract Documents.

i. Prepare and submit final as-built design intent and operating parameters documentation for inclusion in Operation and Maintenance Manual, and review and approve Operation and Maintenance Manual.

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D. General Contractor (GC) shall:

1. Include the cost to support Cx activities in the total contract price.

2. Coordinate all commissioning activities of the sub-contractors.

a. Commissioning activities may be completed by the Mechanical Contractor (MC), Electrical Contractor (EC), Controls Contractor (CC), or Test and Balance (TAB) contractor, but the GC is ultimately responsible for completion of all of these tasks.

3. Assign a single person to manage the commissioning activities on behalf of the GC and serve as a single point of contact and communication for the GC in all commissioning activities.

4. Include commissioning activities in the master construction schedule and ensure MC, EC, TAB, and ECC participation and responsiveness in the commissioning process. GC is responsible for dividing the Work among Subcontractors and Suppliers and for delineating the work to be performed by specific trades according to the Cx Plan.

5. Enforce on-time submittal of commissioning documentation by ECC, MC, EC, and TAB, especially, but not limited to, construction checklists and systems manual documentation.

Contractor response(s) to commissioning reports issued by the CxA shall be provided in writing within ten (10) business days from the date of report issuance.

6. Prepare an Equipment List that contains a complete record of operable equipment, devices, and systems, organized by function and logically grouped with supported/related systems.

7. Perform the normal review of Contractor submittals.

8. Review Pre-Functional Checklists.

9. Review Functional Performance Test scripts.

10. Furnish a copy of all construction documents, addenda, change orders and approved submittals and shop drawings related to commissioned equipment to the CxA.

11. When necessary, observe and witness Pre-Functional Checklist completion, start-up and functional testing of selected equipment.

12. Verify PFC completion prior to notifying CxA that systems and equipment are ready for

FPT.

13. Conduct separate pre-installation meetings for each major system or equipment item.

14. Furnish CxA a copy of specification-required construction test reports, e.g., pipe cleaning, pipe flushing, pipe and duct leak tests.

15. Review Cx progress and Issues Logs.

16. Coordinate the resolution of deficiencies identified in the Construction and Warranty Cx phases.

17. Develop a training plan documenting all specification required equipment training.

18. Prepare O&M manuals, according to the Contract Documents, including clarifying and updating the original sequences of operation to as-built conditions.

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19. Provide as-built drawings and documentation to facilitate Functional Testing.

20. Execute seasonal or deferred functional performance testing, witnessed by the CxA, according to the Specifications.

21. Correct deficiencies and make necessary adjustments to O&M manuals and as-built drawings for applicable issues identified in any seasonal or deferred testing.

E. Installing Subcontractors:

1. Attend Cx kick-off meeting and other Cx Team meetings to facilitate the Cx process when required by the CxA.

2. Cx responsibilities are generally expected to be divided as follows:

a. MC:

1) Support the CxA to commission the mechanical systems.

2) Perform system start-up functions.

3) Perform functional testing under the direction of the CxA.

4) Correct all mechanical system deficiencies identified by CxA.

5) Provide documentation required for systems manual.

6) Participate in systems level training.

b. EC:

1) Support the CxA to commission the electrical systems.

2) Perform system start-up functions.

3) Perform functional testing under the direction of the CxA.

4) Correct all electrical system deficiencies identified by CxA.

5) Provide documentation required for systems manual.

6) Participate in systems level training.

c. TAB:

1) Provide timely notice to MC and CxA of all incomplete work and deficiencies which prevent proper performance of work.

2) Test, adjust, and balance all air and hydronic systems and prepare final report.

3) Correct all deficiencies in TAB work and TAB report as identified by CxA.

d. ECC:

1) Participate in a meeting to review the ECC Sequence of Operations documents with representatives of the CxA, Project Engineer, and Owner’s Maintenance personnel prior to official submission of the ECC Control drawings.

2) Support the CxA to commission mechanical systems.

3) In a timely manner, review and comment on feasibility and usefulness of functional test (FT) steps developed by CxA.

4) Perform functional testing under the direction of the CxA.

a) Operate each phase of the EC system separately, or in conjunction one with the other for a sufficient period of time to demonstrate the ability of the system to meet performance requirements in accordance with the true intent and purpose of the design.

b) ECC is responsible for verifying and demonstrating that each Sequence of Operation is being performed and design conditions are

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stably maintained under operating conditions using FT procedures.

ECC shall work with CxA in development of FT procedures.

5) Provide trend data to the CxA for use in enhanced functional testing and FDD.

A minimum of one week of trend data shall be provided for requested points at substantial completion and during seasonal and/or deferred testing.

6) Correct all environmental control system deficiencies identified by CxA.

7) Provide system training as required in the specification and contract documents.

F. Equipment Suppliers:

1. Provide all requested submittal data, including detailed start-up procedures and specific responsibilities of the Owner to keep warranties in force.

2. Assist in equipment testing as specified in agreements with subcontractors.

3. Include all special tools and instruments (only available from vendor, specific to a piece of equipment) required for testing equipment according to the Contract Documents in the base bid price to the Contractor, except for stand-alone data logging equipment that may be used by the CxA.

4. Verify that the designer has specified the appropriate equipment model for the application.

5. Provide information requested by CxA regarding equipment Sequence of Operation and testing procedures.

6. Review test procedures for equipment installed by factory representatives.

G. ODR (UT-Austin)

1. The university shall review all submittals as noted: (NOTE: UNIVERSITY APPROVAL IS

REQUIRED FOR SUBMITTALS)

a. Preconstruction Submittals

b. Design Data

1) Design Phase Commissioning Plan;

c. Test Reports

1) Design Review Report;

2) Interim Construction Phase Commissioning Plan;

3) Construction Phase Commissioning Plan;

4) Pre-Functional Checklists;

5) Issues Log;

6) Commissioning Report;

7) Post-Construction Trend Log Report;

8) For projects with Building Envelope Commissioning included, provide the following:

a) Template Building Envelope Inspection Checklists;

b) Building Envelope Inspection Checklists;

d. Certificates

1) Certificates of Readiness;

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e. Operations and Maintenance Data

1) Training Plan;

2) Training Attendance Rosters;

3) Project Manual;

4) Systems Manual;

5) Facility Operation Manual;

6) COBie-Formatted Submittals; (COBie projects only)

f. Closeout Submittals

1) Final Commissioning Report;

2) Final Construction Phase Commissioning Plan

PART 2 - PRODUCTS

2.1 WEB-BASED COMMISSIONING SOFTWARE

A. A commercial web-based Cx software application shall be used to generate and collect the Cx forms, activity checklists and procedures, equipment information, associated manuals, photos, etc. in a database format that is COBie compliant, and that employs an issue/deficiency tracking system. This requirement may be waived at the discretion of the UT Project Manager for projects with a very limited Cx scope.

B. The UT Project Manager shall inform the Cx Team which Cx software application shall be used for the project. It is the responsibility of each member of the Cx Team to ensure they have access to the Cx software for the duration of the project.

2.2 FAULT DETECTION AND DIAGNOSTICS SYSTEM

A. New building construction shall include a Fault Detection and Diagnostics (FDD) system. The ODR shall advise the CxA if FDD is required for renovation projects.

B. When FDD is included in the project the CxA shall:

1. Prior to Construction Documents design phase, confirm that buildings systems support implementation of FDD as required by EMO.

2. Coordinate installation or expansion of EMO-selected FDD platform prior to Substantial Completion.

3. Verify that FDD system is set up and operating correctly using EMO-provided FDD rules.

Provide a six-month evaluation period for EMO to review FDD performance. Coordinate the resolution of any issues identified during the evaluation period.

2.3 TEST EQUIPMENT

A. All standard testing equipment required to perform start-up and initial checkout and required functional testing shall be provided by the contractor for the equipment being tested.

B. Use vendor provided tools and instruments for any systems or equipment requiring specialized test equipment.

C. Portable data logging equipment and associated software, if used to test equipment will be provided by the CxA but shall not become the property of the Owner.

D. All testing equipment shall be of sufficient quality and accuracy to test and/or measure system performance within the tolerances specified in the Owner’s project requirements document

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1. All calibration shall be to NIST (National Institute of Standards and Technology) traceable standards.

2. All equipment shall be calibrated according to the manufacturer’s recommended intervals and immediately after being dropped or damaged.

3. Calibration tags shall be affixed or certificates readily available.

PART 3 - EXECUTION

3.1 COMMISSIONING PLAN

A. Design Phase Commissioning Plan

1. The CxA must prepare the Design Phase Commissioning Plan. Outline the commissioning process, commissioning team members and responsibilities, lines of communication, and documentation requirements for the design phase of the project in the Design Phase Commissioning Plan. Identify the Commissioning Standard chosen for the project.

B. Interim Construction Phase Commissioning Plan

1. The CxA must prepare the Interim Construction Phase Commissioning Plan. Submit the Interim Construction Phase Commissioning Plan no later than 30 calendar days after the Construction Commissioning Kickoff Meeting and no later than 14 days prior to the start of construction of the building envelope.

2. Identify the commissioning and testing standards and outline the overall commissioning process, the commissioning schedule, the commissioning team members and responsibilities, lines of communication, documentation requirements for the construction phase of the project, and Template Building Envelope Inspection Checklists in the Interim Construction Phase Commissioning Plan.

C. Final Construction Phase Commissioning Plan

1. The CxA must prepare the Final Construction Phase Commissioning Plan. Submit the Final Construction Phase Commissioning Plan no later than 30 calendar days prior to the start of Pre-Functional Checks.

2. Include the information provided in the Interim Construction Phase Commissioning Plan.

In addition, the CxA must develop the PFC Checklists, IST Checklists, EFIT Checklist, FPT Checklists for each building, for each system required to be commissioned, and for each component for inclusion in the Final Construction Phase Commissioning Plan.

3. The Cx plan shall provide all necessary guidance in the execution of the commissioning process for the project.

4. The Cx plan shall initially include only Pre-Design and Design Phase Cx activities and shall:

a. Explain the roles and responsibilities of Cx Team members,

b. Stipulate general communication procedures,

c. Describe project design evaluation procedures,

d. Include a general description of the Cx process and activities that will occur in each phase of the project.

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5. The CxA shall update the Cx Plan for the Construction Phase before the Construction Phase Cx kick-off meeting. The updated Cx Plan shall include:

a. Guidelines and format that will be used to develop the Cx documentation, including Systems Manual and training plans,

b. List and format for all checklists and testing forms, issues log, and Cx Progress Reports that will be used during the project to communicate and track critical Cx Activities information,

c. List of systems and equipment to be commissioned and a description of evaluation procedures,

d. The framework for procedures to follow for resolution of issues that do not meet the OPR or design drawings and specifications.

6. Following the Construction Phase Cx kick-off meeting, the CxA will update the plan and the ODR shall approve the plan, which is then considered the final Cx Plan. The Cx Plan shall continue to be updated, with ODR approval, as required as the project progresses.

3.2 COMMISSIONING MEETINGS

A. Cx meetings will be required throughout the Cx process as determined by the CxA. The CxA shall coordinate with the Cx Team members to schedule meetings as required.

B. The CxA shall schedule an initial Cx kick-off meeting at the beginning of the Design Phase to present the initial Cx Plan. The purpose of the meeting is to discuss the commissioning process, including project contract requirements, lines of communication, roles and responsibilities, schedules, and documentation requirements.

C. Design Phase Cx Coordination Meeting

1. The CxA must lead a meeting prior to the interim design submittal for any system required to be commissioned to discuss the commissioning process including project contract requirements, lines of communication, roles and responsibilities, schedules, and documentation requirements. The Contractor (Superintendent or Project Manager, and the Contractor's Quality Control Representative) the PSP for the commissioned systems, and the ODR must attend this meeting.

D. Construction Phase Cx kick-off meeting:

1. Construction Phase Cx shall begin with a kick-off meeting conducted by the CxA to review the scope of the commissioning work, review the updated Cx Plan, and review the preliminary commissioning schedule. At this meeting the CxA shall present the Pre- Functional Checklists to the contractors for review and comments.

2. The CxA shall demonstrate the Web-based Cx Software and use of remote access device.

An explanation of the use and protocols that will be employed should accompany the demonstration. This is not intended to be a training session; it is a demonstration for familiarization purposes.

E. Pre-Installation Meetings:

1. The purpose of these meetings is for the CxA, GC, and all applicable subcontractors and/or suppliers and/or factory representatives to discuss all aspects of the installation of the particular system, testing and documentation required and procedures to be followed.

Special attention is to be directed to the scheduled order of work and any impact on or by any other building systems.

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2. The pre-installation meeting shall be scheduled, in writing, a minimum of five (5) days in advance, and shall be scheduled so that the Owner, Owner-designated consultants and Architect/Engineer can attend. The meeting shall be convened following approval of system submittals and prior to commencement of system installation work.

3. The GC shall arrange for all subcontractors, suppliers and manufacturers involved in the system to be present or adequately represented.

4. The GC shall bring the following to this meeting, at a minimum, for review and discussion:

a. The portion of the equipment list applicable to the system/trade under discussion

b. Current work schedule data pertaining to the equipment delivery, installation, required testing, equipment startup and functional performance testing anticipated

c. Copy of all approved submittals for the system

3.3 DESIGN REVIEW

A. The Lead Commissioning Specialist and Technical Commissioning Specialists must review the design-build construction contract (information relevant to the systems to be Commissioned, such as Mechanical, electrical, plumbing), Design Plans and Specifications, the Basis of Design, and the Owner's Project Requirements Document BOD.

B. The Commissioning Specialists must provide a Design Review Report for each design submittal identifying any discrepancies between the reviewed documents or deficiencies that would prevent the building systems and features from operating or performing effectively in accordance with the [design-build] construction contract and Owner's Project Requirements Document and from being adequately maintainable. Individually list each deficiency and the corresponding proposed corrective action necessary for proper system performance in the Design Review Report.

3.4 CERTIFICATE OF READINESS

A. Prior to scheduling Functional Performance Tests for each system, the contractor shall issue a Certificate of Readiness for the system certifying that the system is ready for Functional Performance Testing. The Certificate of Readiness must include, for each system to be commissioned, all equipment and system start-up reports; completed Building Envelope Inspection Checklists (if applicable); completed Pre-Functional Checklists; Testing, Adjusting, and Balancing (TAB) Report; HVAC Controls Start-Up Reports, and the Air Leakage Test Reports and Diagnostic Test Reports (if applicable) to the extent applicable to the system. The Contractor; the CxA; the Contractor's Quality Control Representative; the Mechanical, Electrical, Controls, and TAB subcontractor representatives must sign and date the Certificate of Readiness.

3.5 COMMISSIONING ISSUES LOG

A. As part of the commissioning process, all issues will be recorded in an Issues Log within the Web-based Cx software.

B. Issues in the Log shall be able to be identified as being either Design Phase issues, or Construction Phase issues.

C. Design Phase Commissioning Issues:

1. Design Phase review comments are recorded in the UT Technical Review Team comment log. At the end of the Design Phase, any critical required issues pertaining to the project design documents which identify areas of concern with the design regarding coordination between divisions, constructability, maintenance clearances, operability or other commissioning concerns can be entered into the Issues Log as a design issue.

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D. Construction Phase Commissioning Issues:

1. The Issues Log is a formal and ongoing record of issues identified with the installation of the commissioned systems and equipment which identifies where the contractors have deviated from the OPR, contract documents, applicable codes or normal industry construction practices.

2. The GC shall review the Issues Log daily and follow up on each item with the appropriate trades.

3. Cx Team members will be given access through the Web-based Cx Software to comment on issues.

4. The GC shall provide feedback and updates to the CxA regarding Cx issues within five (5) business days of initial issue identification or subsequent CxA comments regarding the issue.

5. The CxA shall maintain the master Cx log on the Web-based Cx Software.

E. Issue Resolution:

a. The CxA shall recommend to the Owner whether or not to accept the resolution to an issue in the Issues Log. It is the responsibility of the Owner to accept or not accept any issue resolution.

b. The GC shall resolve any Issues not accepted by the Owner at no additional costs.

3.6 PRE-FUNCTIONAL CHECKLIST COMPLETION

A. The CxA shall develop the PFCs and distribute them to the GC.

B. The contractor shall complete the checklists online using the web-based Cx software.

C. PFCs consist of a series of field observations and verification checks conducted by the contractors during the installation of commissioned equipment to verify the following:

1. Installed equipment matches the specifications and approved submittals.

2. Equipment is installed per the specifications, drawings and manufacturer’s recommendations.

3. Utility connections to equipment, such as electrical, steam, chilled water, etc. have been successfully completed.

4. Equipment is ready for start-up per manufacturer’s guidelines.

5. Contractors should expect to complete one (1) PFC for each piece of equipment covered by the commissioning process such as pumps, fans, air handling units, terminal units, control panels, and lighting control panels. PFCs for mechanical equipment will include verification of the safety devices intended to stop and/or prevent equipment operation unless minimum safety standards or conditions are met. These may include adequate oil pressure, proof-of-flow, non-freezing conditions, maximum static pressure, maximum head pressure, etc. The CxA shall observe the actual performance of safety shutoffs in a real or closely simulated condition of failure.

6. Systems may include safety devices and components that control a variety of equipment operating as a system. Interlocks may be hard-wired or operate from software. Operation of these interlocks shall be verified by the CxA.

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7. Additional checklists will be required to verify installation of distribution systems such as piping, ductwork, electrical wire and conduit, etc. The number of required PFCs will vary from system to system, but will typically be limited to one form per system per floor or zone.

8. The PFC used for this project will be finalized by the CxA after receipt of equipment Installation, Operation & Maintenance (IOM) Manuals from the contractors.

9. PFCs shall be completed by the contractor and maintained on-site per the requirements of this specification, Section 1.6 "Commissioning Documentation".

3.7 CONTRACTOR STARTUP TESTING

A. The contractors shall conduct all startup testing as required by the specifications, equipment manufacturer, the manufacturer's installation, operations and maintenance manual or as necessary to verify all equipment is properly installed.

B. Startup testing shall be documented. Appropriate documentation shall be by the contractor and/or the manufacturer's representative or entity specified in the construction documents.

C. The startup testing shall be documented using the contractor’s or manufacturer's standard forms and an electronic copy of the form shall be posted to the web-based Cx software under the appropriate PFC.

D. The GC shall not energize or activate, or allow activation of any operable device prior to equipment startup by a manufacturer’s representative. It is not permissible to “bump” motors prior to equipment startup. GC shall verify proper electrical service wiring (phasing) with the use of a phase rotation meter.

E. The GC and manufacturer’s representative shall inspect and accept the installation and verify it is prepared for startup. The GC shall execute startup under supervision of a responsible manufacturer's representative in accordance with manufacturer's instructions and as specified in the contract documents.

F. The installation shall not vary from provisions of the applicable specifications and the manufacturer's written recommendations for startup. The GC shall fully document the startup procedures and record operational measurements and data appropriate for the equipment as required by the PFC and in accordance with the technical specifications.

3.8 BUILDING ENVELOPE COMMISSIONING (WHEN INCLUDED IN SCOPE)

A. Document building envelope inspection by the commissioning team using the approved Template Building Envelope Inspection Checklists. Indicate commissioning team member inspection and acceptance of each Building Envelope Inspection Checklist item by initials at the time they are inspected and found to be in conformance with contract requirements.

B. Inspect checklist items before they become hidden as construction progresses.

1. Submit the completed and initialed Building Envelope Inspection Checklists no later than

(7) calendar days after completion of inspection of all checklist items.

2. The Building Envelope Technical Commissioning Specialist must make at least two site visits to the site to observe construction of the building envelope in-progress. On each visit, the Building Envelope Commissioning Specialist must review the Contractor's in-progress checklists to ensure that the commissioning team is inspecting the building envelope as required.

3. The Building Envelope Technical Commissioning Specialist must witness the building envelope pressure tests and diagnostic tests specified in Division 07 PRESSURE

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TESTING AN AIR BARRIER SYSTEM FOR AIR TIGHTNESS. The Building Envelope Technical Commissioning Specialist must review the resulting reports and provide recommendations for correction of any deficiencies or further testing. (Note to Spec Writer:

Include information as required for pressure testing an air barrier system for air tightness).

3.9 FUNCTIONAL PERFORMANCE TEST PROCEDURES

A. Scope

1. FPT procedures are executed after commissioned equipment and systems have been installed, started-up and balanced, and fully controlled. The goal of these procedures is to conclusively verify that commissioned equipment, sub-systems and major systems operate and perform per the design intent, the project specifications and OPR.

2. Equipment-level FPTs will be used to verify operation and capacity of selected equipment such as boilers, chillers, cooling towers, pumps, exhaust fans, air handling units, etc.

3. System-level FPTs will verify the following aspects of system operation:

a. System operation under both normal and alternate operating conditions and modes

b. Interactions between equipment and sub-systems

c. Operation of safeties and interlocks

d. Control system operation, response time, stability and tuning

e. System response to abnormal and/or emergency conditions such as fire, equipment failure and power outages

f. All control sequence of operation strategies, alarm generation and reporting shall also be reviewed and proper operation verified by the CxA.

g. The central work station graphics, point assignments, alarm messages, and logging functions shall be verified.

B. Functional Performance Test Forms

1. The FPT forms will be developed by the CxA after receipt of approved contractor submittals, including specified test reports, equipment Installation, Operations & Maintenance manuals.

2. Cx Team members shall review the FPT procedures and provide comments to the CxA.

3. The CxA shall incorporate comments as appropriate and provide finalized FPT forms on the web-based Cx software.

C. Sampling:

1. Functional Performance Testing may include random sampling.

2. The sampling rate may vary from 10 to 100 percent. The CxA shall recommend the appropriate sampling rate to the ODR depending upon the type of system or equipment and the quantity within the Cx scope.