12-Attach H - McKinstry TAB Provider Performance Standards.pdf
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- Solicitation number
- TB2637-WGL
- Issued by
- Salt Lake County, Salt Lake City, Utah
About this file
This document is McKinstry's TAB (Test and Balance) Provider Performance Standards, revised January 14, 2008, which establishes minimum acceptable performance requirements for testing and balancing subcontractors on McKinstry projects, including the Whittier Elementary HVAC Electrification project in Salt Lake City, Utah. The standards outline expectations across eight key performance areas: scope clarification, schedule adherence, communication protocols, manpower and support provision, test instrumentation calibration, subcontractor accountability, punch list and deficiency resolution, and reporting requirements. TAB providers must demonstrate thorough project understanding through drawing review and site assessment, assign a single point of contact to McKinstry, maintain high levels of communication including prompt responses to inquiries and attendance at required meetings, and provide adequate qualified personnel for system verification and final report preparation. All field calibration must utilize high-quality instrumentation with current NIST-traceable calibration stickers or adherence to NEBB calibration standards, with calibration certificates available within 24 hours of request.
The performance standards require TAB providers to complete field work within construction schedules while allowing sufficient time for commissioning verification to meet project deadlines, with any deviations communicated immediately to McKinstry for cost and schedule impact evaluation. Deficiencies identified as the TAB provider's responsibility must be resolved within one business day of notification, with full resolution required within five working days unless otherwise approved by McKinstry. TAB providers bear complete responsibility for their subcontractors regarding scope, schedule, parts, coordination, workmanship, manpower, and back charges. Preliminary TAB reports may be required at final inspections, and final TAB reports must be submitted in both hard copy and electronic format. McKinstry reserves the right to remove and replace incompetent or ineffective personnel, and deficiencies discovered during commissioning that require retesting may result in back charges to the subcontractor.
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Text version
McKinstry TAB Provider Performance Standards
Revised 01/14/08
Relative to commissioning and project closeout, this document serves to clarify McKinstry’s performance expectations of the following points:
1. Scope
2. Schedule
3. Communication
4. Manpower and Support
5. Test Instrumentation
6. Subcontractors / Sub-tier contractors
7. Punch lists / Deficiency Resolution
8. Reporting
The following defines and describes the minimum acceptable performance TAB providers are required to adhere to on all McKinstry projects.
1) Scope Clarifications
a) All questions, comments, clarifications or concerns the TAB provider has through the balancing, closeout and commissioning process need to be communicated directly to McKinstry without hesitation. E-mail is the preferred means of recordable communication.
Unless otherwise directed, emails will cc the appointed McKinstry project manager, McKinstry mechanical designer and McKinstry’s commissioning lead.
b) TAB provider is responsible for thoroughly understanding the project. Drawing review and a complete assessment of site conditions are required. The TAB provider is required to provide feedback regarding damper / valve installations needed to meet all design requirements prior to executing field work on the project. Additional balancing components (i.e. Dampers, Valves etc.) identified after installations are substantially complete may be subject to cost impacts to the subcontractor.
c) The TAB provider will assign a project manager / lead person as McKinstry’s single point of contact for this project.
d) Dissemination of project specific information to other trades without McKinstry’s consent should be avoided.
2) Schedule
a) All work is to be in conjunction with applicable construction schedules. Completion of TAB activities must also be accomplished with sufficient time remaining for the commissioning team to complete the verification process as required to meet the project schedule.
Any deviation from this performance standard needs to be communicated to McKinstry immediately and will be evaluated for cost and schedule impacts.
3) Communication
a) McKinstry requires TAB providers to adhere to an appropriate level of communication as determined by the specific project. This includes but is not limited to:
i) Promptly returning phone calls, e-mails, or pages
ii) Timely response to or delivery of RFI’s or punchlists
iii) Attend and participate in any required coordination / start-up / commissioning meetings.
4) Manpower and Support
a) The TAB provider is responsible for providing adequate, qualified manpower for the purpose of completing systems verifications and the final TAB report.
b) TAB provider shall support all peripheral functions including equipment start-up, test and balance activities, commissioning, owner training, etc. ‘Support’ is defined as providing the required personnel for the task at hand. For example, during functional performance testing, the TAB provider may be asked to provide a project lead engineer, familiar with the system being tested, to be present alongside the commissioning team to make changes needed to correct deficiencies found during the testing process or demonstrate/verify values.
c) McKinstry reserves the right to have the TAB provider remove and replace incompetent or ineffective personnel.
5) Test Instrumentation
a) All field calibration must be done with high quality instrumentation. Test instrumentation selected for calibrating field devices shall be suitable for application.
b) Instruments need to display a current (12-month) NIST traceable calibration sticker or adhere to NEBB calibration standards.
c) Associated instrument calibration certificates need to be available within 24 hours of request for copy.
6) Subcontractors
a) The TAB provider is completely responsible for their subcontractors and will be held accountable for any issues relating to:
i) Scope
ii) Schedule
iii) Parts
iv) Coordination with various trades
v) Workmanship
vi) Manpower
vii) Back charges
7) Punch list / Deficiency resolution
a) If deficiencies are discovered and deemed the responsibility of the TAB provider, McKinstry will notify the TAB provider.
b) Within one business day of deficiency notification, the TAB provider must resolve or provide the earliest possible time and date the deficiency will be resolved. In either case, the deficiency must be resolved within 5 working days unless otherwise approved by McKinstry.
c) McKinstry’s commissioning intent is to begin TAB verification after the TAB provider’s field documentation is complete. Deficiencies discovered during McKinstry’s commissioning process that result in the need for McKinstry to retest, are subject to possible back charges to the subcontractor.
8) Reporting
a) A preliminary TAB report may be required (subject to local jurisdictional requirements) to be turned over at the time of final inspections.
b) All TAB documentation (completed or partial) shall be available within 24 hours shall a request be made by McKinstry.
c) The Final TAB report shall be submitted in both hard copy and electronic format.
| McKinstry TAB Provider Performance Standards |
| 1) Scope Clarifications |
| 2) Schedule |
| 3) Communication |
| 5) Test Instrumentation |
| 6) Subcontractors |
| 7) Punch list / Deficiency resolution |
| 8) Reporting |
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