AmendmentA0002.pdf

(x)

1240BH21R0014

x x copies of the amendment; (b) By acknowledging receipt of this amendment on each copy of the offer submitted ; or (c) By separate letter or electronic communication which includes a reference to the solicitation and amendment numbers. FAILURE OF YOUR ACKNOWLEDGEMENT TO BE

RECEIVED AT THE PLACE DESIGNATED FOR THE RECEIPT OF OFFERS PRIOR TO THE HOUR AND DATE SPECIFIED MAY RESULT IN REJECTION OF YOUR

OFFER. If by virtue of this amendment you desire to change an offer already submitted , such change may be made by letter or electronic communication, provided each letter or electronic communication makes reference to the solicitation and this amendment, and is received prior to the opening hour and date specified.

x

40BH

PORTLAND OR 97204-2829

STE 310

1220 SW 3RD AVE

USDA-FS CSA NORTHWEST 6

GAOA05/05/20210002

13. THIS ITEM ONLY APPLIES TO MODIFICATION OF CONTRACTS/ORDERS. IT MODIFIES THE CONTRACT/ORDER NO. AS DESCRIBED IN ITEM 14.

12. ACCOUNTING AND APPROPRIATION DATA (If required) is not extended.is extended, Items 8 and 15, and returning

Offers must acknowledge receipt of this amendment prior to the hour and date specified in the solicitation or as amended , by one of the following methods: (a) By completing

The above numbered solicitation is amended as set forth in Item 14. The hour and date specified for receipt of Offers

11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

FACILITY CODE CODE

10B. DATED (SEE ITEM 13)

10A. MODIFICATION OF CONTRACT/ORDER NO.

9B. DATED (SEE ITEM 11)

9A. AMENDMENT OF SOLICITATION NO.

CODE

8. NAME AND ADDRESS OF CONTRACTOR (No., street, county, State and ZIP Code)

7. ADMINISTERED BY (If other than Item 6)CODE 6. ISSUED BY

PAGE OF PAGES

4. REQUISITION/PURCHASE REQ. NO.3. EFFECTIVE DATE2. AMENDMENT/MODIFICATION NO. 5. PROJECT NO. (If applicable)

1. CONTRACT ID CODE

AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT

04/26/2021

CHECK ONE A. THIS CHANGE ORDER IS ISSUED PURSUANT TO: (Specify authority) THE CHANGES SET FORTH IN ITEM 14 ARE MADE IN THE CONTRACT

B. THE ABOVE NUMBERED CONTRACT/ORDER IS MODIFIED TO REFLECT THE ADMINISTRATIVE CHANGES (such as changes in paying office, C. THIS SUPPLEMENTAL AGREEMENT IS ENTERED INTO PURSUANT TO AUTHORITY OF:

D. OTHER (Specify type of modification and authority) appropriation data, etc.) SET FORTH IN ITEM 14, PURSUANT TO THE AUTHORITY OF FAR 43.103(b).

E. IMPORTANT: Contractor is not is required to sign this document and return __________________ copies to the issuing office.

ORDER NO. IN ITEM 10A.

14. DESCRIPTION OF AMENDMENT/MODIFICATION (Organized by UCF section headings, including solicitation/contract subject matter where feasible.)

The attached specification, 01 91 00, General Commissioning, is hereby added to the solicitation.

16A. NAME AND TITLE OF CONTRACTING OFFICER (Type or print)15A. NAME AND TITLE OF SIGNER (Type or print)

15C. DATE SIGNED 16B. UNITED STATES OF AMERICA 15B. CONTRACTOR/OFFEROR 16C. DATE SIGNED

(Signature of person authorized to sign) (Signature of Contracting Officer)

DARCY J. RAPOZA

STANDARD FORM 30 (REV. 11/2016)

Prescribed by GSA FAR (48 CFR) 53.243

Previous edition unusable

Except as provided herein, all terms and conditions of the document referenced in Item 9 A or 10A, as heretofore changed, remains unchanged and in full force and effect .

Timberline Lodge Boiler Replacement – Construction Set 5/4/2021

Job Number 2140310.00 GENERAL COMMISSIONING 01 91 00 - 1/19

SECTION 01 91 00

GENERAL COMMISSIONING

1. PART 1 - GENERAL

1.01 RELATED DOCUMENTS

A. All data exchanges for the project will be on the Governments BOX project data site, B. Drawings and general provisions of the Contract, including General and Supplementary Conditions and Division 1 Specification Sections, apply to this section.

C. This section includes general and specific requirements that apply to the Commissioning Process (Cx) without regard to specific systems, assemblies, or components.

D. The commission agent shall be hired by the General Contractor. Commissioning agent shall be third party entity.

E. Related Sections. Specific commissioning-related sections that may contain additional requirements specifying the relationship of general work provisions in conjunction with commissioning are:

1. Division 22 Plumbing

2. Division 23 Heating, Ventilating, and Air Conditioning (HVAC)

3. Division 26 Electrical

4. Division 27 Communication

1.02 SYSTEMS TO BE COMMISSIONED

A. The following is an overview list of the major building systems that will be commissioned in this project:

1. Mechanical/Plumbing Systems

a. Air Handling Units

b. Fan Coil Units

c. Cabinet Unit Heaters, Unit Heaters

d. Fin Tube Radiators

e. Heating Water System

f. Pumping systems

g. Piping including hydronic piping, domestic hot water, and snowmelt system

h. Domestic water system; heat exchangers/mixing valves and circulation

i. Building Automation Control System (BAS)

j. Swimming pool and spa heating system

k. Associated operational components installed within the above systems

2. Electrical Systems

a. Uninterruptible Power System for DDC system power

b. Power Distribution Systems

c. Electrical Wiring Systems

d. Associated operational components installed within the above systems

1.03 ABBREVIATIONS / DEFINITIONS

A. Abbreviations

1. A/E: Architect / Engineer

2. BoD: Basis of Design Documentation

3. CC: Controls Contractor

4. CM: Construction Manager

5. Cx: Commissioning

6. Cx Plan: Commissioning Plan

01 91 00 - 2/19

7. CxM: CM/GC's Commissioning Manager

8. CxP: Commissioning Provider or Commissioning Authority (Commissioning Authority often referred to as CxA; for purpose of this document, referred to as CxP)

9. CxS: Commissioning Specialist

10. EC: Electrical Contractor

11. EE: Electrical Engineer

12. EOR: Engineer of Record

13. FAT: Functional Acceptance Test

14. FIV: Field Installation Verification

15. FWT: Factory Witness Test

16. GC: General Contractor (Prime)

17. MC: Mechanical Contractor

18. ME: Mechanical Engineer

19. OPR: Government's Project Requirements

20. OR: Government's Representative

21. PC: Plumbing Contractor

22. PFC: Pre-functional Checklist

23. PM: Project Manager

24. PMS: Project Management Software

25. RE: Resident Engineer

26. Subs: Subcontractors to the General Contractor

27. TAB: Testing, Adjusting, and Balancing Contractor

B. Definitions

1. Acceptance Phase: The phase of construction after startup and initial checkout when functional acceptance tests, O&M documentation review and training occurs.

2. BoD: Basis of Design. A document produced by the design team that records concepts, calculations, decisions, and product selections used to meet the Government's Project Requirements (OPR) and to satisfy applicable regulatory requirements, standards, and guidelines.

The basis of design describes space use, redundancy, diversity, space zoning, occupancy, operations and space requirements. The document includes both narrative descriptions and lists of individual items that support the design process.

3. CxP: Commissioning Provider. An entity who leads, plans, schedules and coordinates the Cx team to implement the Cx process.

4. Contractor's Pre-functional Checklists (PFC): Checklists are prepared by the CxP and can be replaced with the Contractor's PFCs with review/approval by the CxP. Checklist shall be by system and/or equipment for verification of system set points, operating strategies, required component testing, correct rotation, and damper positions prior to functional test. This checklist shall verify that all systems and equipment are ready for continuous operation and final testing. This document shall incorporate manufacturers' start-up plan and system operational checkout. Requires final sign-off by the contractor prior to continuing with the Cx process.

5. Commissioning: The basic purpose of building Cx is to provide documented confirmation that building systems function in compliance with criteria set forth in the project documents to satisfy the Government's operational needs. The contractor shall be responsible for participation in the commissioning process as outlined below, and in references and attachments throughout the contract documents. Commissioning procedures will be written and coordinated by the Commissioning Provider (CxP). .

6. Cx Plan: A living document that outlines the organization, schedule, allocation of resources, and documentation requirements (guidelines) of the Cx process.

7. CxS: An individual who works on a project to conduct commissioning on a specific technical area or system. Specialists shall be designated to commission systems for which specialized technical certification or licenses are required.

8. Final Commissioning Report: Includes the overall final Cx documents, prepared by the CxP, which

01 91 00 - 3/19 details the actual Cx procedures performed, inspection and testing results, and the final version of the issues list indicating that all issues discovered through the Cx process have been verified as resolved or accepted. The report also includes key items for the maintenance staff such as fan and pump curves for the equipment furnished.

9. Functional Acceptance Test (FAT): Functional Acceptance Testing is the process of verifying that a material, product, assembly, or system is properly installed and operates in accordance with design and manufacturer's specifications. Test includes operational and performance tests.

10. Factory Witness Tests (FWT): Tests conducted by Equipment manufacturer at their factory or at independent 3rd Party Laboratory for the purpose of proving performance and compliance to the specifications. Equipment requiring FWT will be identified by the Government.

11. Integrated Testing: The goal of integrated testing is to verify that fire protection and life safety systems operate as designed and as required by codes and standards. Mechanical and electrical systems with interconnections to fire protection and/or fire alarm systems will be included in the testing.

12. Observation Issues Log (Deficiencies List): Includes a list of noted issues discovered as a result of the Cx process. This list also includes the current disposition of issues, and the date of final resolution as confirmed by the CxP. Issues are defined as those issues where products, execution or performance do not satisfy the specifications and/or the design intent.

13. Operational Test: Operational Testing is the process of verifying that a material, product, assembly, or system meets defined sequence of operation criteria. The methods and conditions under which operation is verified are described in one or more test protocols.

14. Government's Project Requirements (OPR): A written document that details the requirements of a project and the expectations of how it will be used and operated. This includes project goals, measurable performance criteria, cost considerations, benchmarks, success criteria, and supporting information. (The term Project Intent or Design Intent is used by some Governments for their Commissioning Process Government's Project Requirements.)

15. Performance Test: Performance Testing is the process of verifying that a material, product, assembly, or system meets defined performance criteria. The methods and conditions under which performance is verified are described in one or more test protocols.

16. Pre-functional Checklist: These are various checks performed on a piece of equipment or system before, during, or after the initial Startup and operation. They include system specific tests such as pipe system pressure tests, duct leakage tests, mechanical system test and balance, and electrical equipment testing. They must be completed before FATs commence.

17. Project Management Software: Computer Software to manage documents associated with the construction of the building. Access to the software is generally through the internet. Construction plans and specifications, submittals, information requests, clarifications, change orders, commissioning documents, O&M manuals, and closeout documents should be located here for access by all personnel associated with the project. Management of the PMS can be by the Government, engineer or Contractor.

18. Seasonal Performance Tests: SPT that are deferred until the system(s) will experience environmental conditions closer to their design conditions.

19. Systems Manual: A living document assembled by the CxP with support from the commissioning team to document current facilities requirements and operations & maintenance plans that contain the information necessary to operate the building efficiently. This document included setpoints and schedules, maintenance requirements, continuous commissioning requirements, and systems narrative describing the commissioned systems with any seasonal or change adjustments needed for unusual situations.

20. Training Plan: A written document that details the expectations, schedule, duration and deliverables of Commissioning Process activities related to training of project operating and maintenance personnel, users, and occupants.

1.04 THE COMMISSIONING TEAM

01 91 00 - 4/19

A. Overview: The Cx Team will consist of all members needed to execute the approved Cx program. This includes at a minimum the CxP, the Government's staff, the contractor and its subcontractors, the Project designer mechanical engineer, and the project design electrical engineer.

B. Members Appointed by contractor(s): Individuals, each having the authority to act on behalf of the entity he or she represents, explicitly organized to implement the Cx process through coordinated action.

These shall consist of, but not be limited to, representatives of contractor, including project superintendent and subcontractors, installers, suppliers, and specialists deemed appropriate by the CxP. E.G TAB and DDC controls specialist.

C. Members Appointed by Government

1. CxP: The designated person, company, or entity that plans coordinates the Cx team to implement the Cx process.

2. Construction Manager, Government's Representatives such as MEP Specialists, O&M personnel, other stakeholders.

3. Engineering design professionals.

1.05 SUBMITTALS

A. Submittals to CxP

1. All Contract Documents and associated documentation including changes to the drawings, Request for Information, Change Requests, and Change Orders.

2. Copies or access to all submittals made to A/E required by Contract Documents for Cx Divisions.

Includes all transmittals, product data, shop drawings, coordination drawings, test reports, field reports, factory reports, installation instructions, training documentation, warranty forms, manufacturer start-up reports, certificates from manufacturer, close out documentation, information for Material Completion, as-built information, and operating and maintenance manuals.

3. All submittals to and from the CxP will be electronic.

4. Organize submittals into logical groupings, by specification Sections and Divisions.

5. Product Data: If submittals to A/E do not include the following, submit copies of information as soon as possible.

a. Manufacturer's product data, cut sheets, and shop drawings.

b. Manufacturer's installation instructions.

c. Startup, operating, and troubleshooting procedures.

d. pump curves.

e. Factory test reports.

f. Warranty information.

6. Startup Plans, Procedures, and Reports.

B. Commissioning Reports

1. All commissioning reports shall be posted to Project BOX file transfer site.

2. Provide all commission reports in .DWG, .DOCX or XLSX format, and in PDF format.

3. Prepare and maintain a Systems Manual (current facilities requirements and operations & maintenance plan) that contains the information necessary to operate the building efficiently. The Systems Manual will be an electronic record on CD or thumb drive and should be in a format suitable for use on tablet computers. The manual must include the following:

a. Executive Summary.

b. OPR - Final approved edition from the Government.

c. BoD - Final approved edition from the A/E.

d. Construction/Project Records - Can be a link to another location.

e. Final copy of facility and equipment specifications.

f. Approved Submittals.

g. Construction Coordination Drawings or BIM model files.

h. Facility Guide - Operating Plan, Building and Equipment operating schedules, setpoints and

01 91 00 - 5/19 ranges, Sequences of Operation, Limitations, and Emergency Procedures Actions.

i. Maintenance Procedures, Checklists, and Records.

j. Maintenance Plans.

k. Ongoing Cx Operational and Maintenance Record Keeping.

l. Utility Measurement and Reporting - measurement and verification plan by A/E.

m. Training - Materials, Handouts, and Records - by Contractor.

n. Commissioning Process Final Report - by CxP.

2. PART 2 - PRODUCTS

3. 2.01 TEST EQUIPMENT

A. All standard testing equipment required to perform contractor's pre-commissioning checklists, startup, and functional acceptance tests (FAT), shall be provided by the division contractor for the equipment being tested.

B. Special equipment, tools and instruments (only available from vendor, specific to a piece of equipment) required for testing equipment, to be provided according to these contract documents, shall be included in the base bid price to the contractor.

C. All testing equipment shall be of sufficient quality and accuracy to test and/or measure system performance with the tolerances indicated in the specifications.

D. Submit cut sheets of test equipment to be used.

4. PART 3 - EXECUTION

3.01 OVERVIEW OF THE CONSTRUCTION PHASE COMMISSIONING PROCESS

A. As soon as mobilization has occurred to the project site, the CxP will conduct a pre-installation Cx "kick-off' meeting with the contractors. The CxP will explain the Cx process in detail and identify specific Cx-related responsibilities of the contractor(s).

B. Ongoing Cx status meetings will be scheduled to occur during the construction phase to monitor progress and to help facilitate the Cx process. Contractor representatives will be required to attend these meetings (normally tagged onto general progress site meetings).

C. Once contractors have provided the CxP with written verification indicating contractor's pre- functional checklists have been completed, the CxP will conduct an on-site installation inspection of the specific systems and equipment.

D. Verify the execution of Cx process activities using random sampling. The sampling rate may vary from 1 to 100 percent. Verification will include, but is not limited to, equipment submittals, construction checklists, training, operating and maintenance data, tests, and test reports to verify compliance with the OPR. When a random sample does not meet the requirement, the CxP will report the failure in the issues and resolutions log.

E. CxP will review preliminary TAB reports. Spot-check and witness the final TAB process.

Approximately 10-15% of the TAB report will be randomly selected and verified by the CxP.

F. Review DDC Point to Point Reports. Spot-check and/or witness the DDC Point by Point checks.

Approximately 20-30% of the DDC points list will be randomly selected and verified by the CxP.

G. Upon confirmation of system readiness, the CxP will schedule with the contractors to perform operational and performance tests to verify functional compliance with the specifications and design intent documents. The CxP will oversee the process and will provide the format and documentation for these tests.

H. Issues noted during these tests will be documented on the issues and resolutions log. When easily

01 91 00 - 6/19 corrected, issues will be resolved at the time of discovery. All other issues will be resolved by the responsible contractor at a later time. All issues will be noted by the CxP as either resolved or pending resolution. When resolved, contractor shall return communications to the CxP for "re- check'.

I. The construction phase Cx process will be complete when all noted issues have been corrected, proven to comply with the contract specifications or otherwise resolved to the satisfaction of the Government.

3.02 COMMISSIONING SCOPING MEETING

A. COMMISSIONING SCOPING MEETING:

1. SCHEDULE, COORDINATE, AND FACILITATE A SCOPING MEETING.

2. REVIEW EACH BUILDING SYSTEM TO BE COMMISSIONED, INCLUDING ITS

INTENDED OPERATION, COMMISSIONING REQUIREMENTS, AND COMPLETION AND

START-UP SCHEDULES.

3. ESTABLISH THE SCOPE OF WORK, TASKS, SCHEDULES, DELIVERABLES,

AND RESPONSIBILITIES FOR IMPLEMENTATION OF THE COMMISSIONING PLAN.

B. ATTENDANCE: COMMISSIONING TEAM MEMBERS.

3.03 COMMISSIONING PLAN

A. The Cx process is intended to enhance the quality of system start-up and aid in the orderly transfer of systems to the Government's staff prior to beneficial occupancy. This process includes design review, submittal review, installation inspections, functional and operational testing, training evaluation, O&M manual review, and final documentation. The Commissioning Plan is intended to describe the details of the Cx process.

B. The Commissioning Plan, prepared by the CxP, will:

1. Include site specific descriptions and information.

2. Identify Cx team roles, responsibilities, and deliverables.

3. Define systems to be commissioned.

4. List Cx-related specification sections for reference.

C. Contractor is responsible for compliance with the Commissioning Plan.

D. Commissioning Scope

The scope of Cx is to verify building systems' performance and operation per the contract documents. Cx of this project is intended to:

1. Verify through inspections that equipment and systems have been installed in accordance with the contract documents and manufacturer's written installation instructions.

2. Inspect and verify that equipment has been installed and placed into operation with manufacturer's oversight and approval.

3. Evaluate the results of operational and performance tests for each system and piece of equipment per acceptance criteria as defined in the contract documents.

4. Review contractor as-built/as-installed shop drawings, schematics, one-line diagrams, etc.

5. Review O&M manuals.

6. Inspect and verify the performance of each piece of equipment and its system, as described in the project documents.

7. Test the interrelationship of systems and equipment to verify performance and sequence of operation.

8. Review contractor training of the Government personnel in the proper operation of equipment and systems. Evaluate training program and make recommendations to the Government for approval or retraining requirements.

9. Identify, document, and report, for tracking and correction, all issues of the work versus contract documents and performance requirements as it pertains to specific system commissioning.

01 91 00 - 7/19

10. Make a recommendation to the Government as to whether the systems should be accepted based on the results of the tests compared with the contract documents.

3.04 GOVERNMENT'S RESPONSIBILITIES

A. Ensure the participation of Government's chosen representatives as required to complete the Cx process.

B. Provide the OPR documentation to the CxP, A/E, and each contractor for information and use.

C. Assign O&M personnel and schedule them to participate in Cx team activities.

D. Provide the BoD documentation, prepared by the architect and design engineer and approved by the Government, to the CxP and each contractor for use in developing the Cx Plan, systems manual, and O&M training plan.

E. Ensure an on-line Project Management Software with a folder for commissioning documentation is specified and access is granted to all commissioning team members. Encourage reduced use of paper based documentation. Government will set up a Project BOX file transfer folder for all data

F. Ensure O&M personnel are available for scheduled training sessions.

G. Attend Cx meetings as required to facilitate the Cx process.

3.05 DESIGN ENGINEER'S RESPONSIBILITIES

A. Review the Cx documentation and provide comments as necessary to the CxP and the Government.

B. Provide the Basis of Design documentation to the Government.

C. The engineer shall ensure the participation of necessary representatives from the design team as required to complete the Cx process. Design team members will be expected to provide prompt replies to Cx review reports.

D. Copies of all submittals, RFI's and ASI's pertaining to equipment to be commissioned shall be transmitted to the CxP for review and comment.

E. Will perform equipment and system design verification walks prior to Construction Complete and report issues to the Engineer for distribution to the Commissioning Team.

F. Participate in determination of final controls system input/output points list and sequences of operation as required to complete functional test procedures with the Government's representative, CxP, and controls contractor.

G. Attend Cx meetings as required to facilitate the Cx process.

H. Will assist in resolution of commissioning related issues.

I. Will review and approve the preliminary & final TAB reports and Functional Acceptance Test records.

J. Will review and approve the Operation & Maintenance Documents.

3.06 COMMISSIONING PROVIDER'S RESPONSIBILITIES HIRED BY GENERAL CONTRACTOR

A. Organize and lead the Cx team.

B. Coordinate Cx meetings as necessary to facilitate the Cx process, assist the CM/GC in maintaining the project Cx schedule, and resolve identified issues. Provide meeting notes to Cx team for review and comment.

C. Review OPR and BoD as related to the equipment and systems being commissioned.

D. Provide and implement Cx Plan with list of commissioned equipment and systems.

E. Review Cx-related specifications, submittals, and construction documents related to equipment and systems to be commissioned. Communicate noted issues and concerns to the A/E, and Government's

01 91 00 - 8/19 representative.

F. Review and approve training curriculum as developed by the contractor(s). Will observe and report regarding the adequacy of training.

G. Develop detailed and specific operational and performance procedures for the functional acceptance test plans for equipment and systems to be commissioned.

H. Review TAB specifications, TAB plan and reports. Provide comments to A/E and Government.

I. Review and comment on the mechanical flushing and chemical cleaning procedures and methods.

J. Review DDC specifications, DDC plan and reports. All written sequences will be functionally tested and demonstrated to the CxP by the controls subcontractor.

K. Perform site inspections and verify contractor readiness for the operational and functional testing process. Document issues for future resolution.

L. Verify the execution of Cx process activities using random sampling, where appropriate. Verification will include, but is not limited to, equipment submittals, construction checklists, training, operating and maintenance data, tests, and test reports to verify compliance with the OPR.

M. Prepare and maintain the Cx observation issues log.

N. Prepare and maintain completed construction equipment list.

O. Witness contractor-performed systems, assemblies, equipment, and component startup, when possible.

P. Verify all documentation from the contractor's pre-functional test forms: building flush-out verification, pressure tests, pipework flushing and chemical cleaning, testing and balancing data, pre-functional checklist, installation checklist, operational checklist, functional performance testing, Cx issues list, and any other forms used to document the commissioning process has been uploaded into the Project Management Software's commissioning module.

Q. Review the closeout documentation with the mechanical and electrical engineers and prepare the agenda of items to be clarified or tested to complete the commissioning process for the Government's acceptance of the systems.

R. When all items of commissioning have been successfully completed, recommend acceptance to the Government.

S. Provide the Government with a final Cx report to document the Cx process and to verify that the Cx process has been completed. Report shall be provided in the Government's required format for the Government's project record (typically an electronic copy on CD).

T. Compile test data, inspection reports, and certificates; include them in the current facilities requirements and operations & maintenance plan (systems manual) when manual is required.

U. Participate and report on deferred season functional testing as required.

V. Provide a near-warranty end review approximately 10 months into the 12-month warranty when warranty review is required.

3.07 CONSTRUCTORS' AND GENERAL SUBCONTRACTOR RESPONSIBILITIES

A. CM/GC, all subcontractors, and all sub-subcontractors shall assign representatives with expertise and authority to act on its behalf and shall ensure that they are familiar with all requirements noted in this section. All parties shall execute all Cx responsibilities assigned to them in the contract documents.

Contractor, all subcontractors, and all sub-subcontractors must schedule time for, participate in, and perform Cx process activities including, but not limited to, the following:

1. In each purchase order or subcontract written, include requirements for submittal data, Cx documentation, O&M data and training.

01 91 00 - 9/19

2. Attend Cx meetings, to include a Cx scoping kick off meeting and other meetings, as required to facilitate the Cx process.

3. Review the Cx Plan, milestone schedule, and functional test procedures. Provide the input required to develop final plans and procedures.

4. Integrate and coordinate Cx process, Cx milestones and testing activities with construction schedule with assistance from the CxP. The schedule is to identify, among other milestones, the completion of all contractor pre-commissioning checklists, preliminary TAB report, DDC points verification, system startup, operational and functional performance testing, initiation and completion of the performance period indicated in the specification, and training for the systems specified. The performance period is to be coordinated with any required building purge or occupancy move-in schedules required by the Government. The initial schedule shall identify the pertinent Cx milestones as outlined above.

5. Notify CxP of all activities defined in Contract Documents that require CxP attendance.

6. Contractors shall assist (along with the design engineers) in clarifying the operation and control of commissioned equipment in areas where the specifications, control drawings or equipment documentation is not sufficient for writing detailed testing procedures.

7. Upload to the Project Management Software normal cut sheets, shop drawings, RFIs, ASIs, and approved change orders and equipment submittals of commissioned equipment. Notify by email their availability to the commissioning team.

8. Coordinate installation of mechanical and electrical systems and equipment with equipment suppliers, mechanical subcontractors, and electrical contractors. Verify that coordination, installation, quality control, and final subcontractor testing have been completed such that installed systems and equipment comply with construction documents.

9. Provide all tools, equipment, ladders and lifts to support the commissioning process.

10. Provide assistance to the CxP, as necessary, in preparing the specific functional acceptance test procedures as specified herein. The contractors shall review test procedures to ensure feasibility, safety and equipment protection and provide necessary written alarm limits to be used during the tests.

11. Review and accept construction pre-functional checklists provided by the CxP.

12. Develop a full start-up and initial checkout plan using manufacturer's start-up procedures and complete the construction pre-functional checklists for all commissioned equipment.

13. Provide skilled technicians to execute starting of equipment, and to execute the functional acceptance tests, as required by the CxP, typically following the manufacturers' approved procedures. The CxP shall develop the test procedures and orchestrate the execution of the functional testing procedures with assistance from the contractors. These procedures shall be reviewed and approved by the design team, the contractors, and the Government prior to execution.

Ensure that skilled technicians are available and present during the agreed upon schedules and for sufficient duration to complete the necessary tests, adjustments and problem-solving. The Cx procedures and functional testing do not relieve or lessen this responsibility or shift that responsibility partially to the CxP or Government.

14. Follow proper LOTO (Lock Out Tag Out) procedures.

15. Schedule and execute installation, pre-commissioning, testing, and commissioning of the control system such that systems are operable and checked out and complete prior to commencement of the test and balance activities.

16. Participate in fine-tuning or troubleshooting of system performance if either of these measures becomes necessary.

17. Participate in an integrated whole building test under emergency power (if included in the commissioning scope). This test is initiated by disconnecting the utility power to the building, and it will involve multiple disciplines. All Trade Sub-Contractors shall participate in the FPTs as required for operation of the inter-related systems on emergency power.

18. Retain all documentation from the subcontractors and upload into the Project Management Software's commissioning module, including manufacturers' information and cut sheets, 01 91 00 - 10/19 installation checklists, test sheets, pre-functional checklists, system readiness checklists, manufacturers' startup forms, flush-out verification, pressure tests, electrical tests, testing and balancing data (TAB), Functional Acceptance Tests (FAT), recorded performance data, record of equipment settings and any other reports (in electronic format) used to document the commissioning process.

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

20. Notify the CxP and CxM as soon as possible of any issues identified during construction that may affect the construction schedule, Cx process, or final system performance.

21. Correct issues (differences between specified and observed performance) as interpreted by the CxP, CM/GC and A/E and retest the equipment.

22. Address current A/E punch list and CxP observation issues log items, prior to start of the functional testing. DDC Points list and sufficient programming to allow Air and Water TAB shall be completed with discrepancies and problems remedied before functional testing of the respective air- or water-related systems.

23. Cooperate with the CxP for resolution of issues recorded in the Cx observation issues log.

24. Provide complete O&M manuals according to the contract documents, including clarifying and updating the original sequences of operation to as-built conditions. Upload electronic copies of O&M manuals into the Project box Project file transfer system. O&M's will be issued in sufficient time for them to be reviewed, approved, and used during Government staff training.

25. Complete and/or ensure that your subcontractors complete Cx process test procedures.

26. Contractors shall comply with all training requirements as noted in the specifications and shall coordinate training with the CxP.

a. Training plan and agenda must be submitted at least two weeks in advance of the scheduled trainings, to the Government and CxP for approval, through the appropriate parties. Training shall not be performed until the Cx functional acceptance test process is 100% complete and the training plan and agenda have been approved by the Government and CxP.

b. Provide training using expert qualified personnel.

27. Coordinate with equipment manufacturers to determine specific requirements to maintain the validity of the warranty.

28. Obtain agreements from manufacturers and vendors the equipment warranties start when equipment is accepted by the Government.

29. Execute seasonal or deferred functional acceptance testing, witnessed by the CxP, according to the specifications.

30. Make necessary adjustments to O&M manuals and as-built drawings for applicable issues identified in any seasonal testing.

31. Specific detailed responsibilities associated with specialty subcontractors; i.e. mechanical, electrical, controls, flushing and TAB contractors, are detailed in Part 3, "Execution' of this section.

B. CxM; The CM/GC will have a person designated as their commissioning manager who will be responsible for day to day oversight of the CM/GC and subcontractors commissioning requirements.

1. The CxM will hold regular meetings with CM/GC and subcontractors to continuously refine the project schedule for commissioning activities and publish metrics showing current progress towards final completion.

2. The CxM or CM/GC field superintendent witnesses all tests for building systems, mechanical and electrical and ensures they are performing within design parameters.

3. It is required that the CxM sign off all Pre-functional Checklist commissioning forms as required for all equipment.

4. The CxM must meet on a regular basis with contractors as required to ensure that identified deficiencies are repaired.

5. The CxM must meet on a regular basis with consultants to update as to actual site conditions.

C. Plumbing Contractor. The Cx responsibilities of the Plumbing contractor(s) in addition to those listed

01 91 00 - 11/19 in 3.08.A are:

1. Test Plans:

a. Submit a Hydronic Pipe Hydrostatic Pressure Test Plan to the A/E and CxP for all applicable systems two weeks in advance of conducting any required tests.

b. Submit a Hydronic, Flush, clean and Treat Plan to the A/E and CxP for all applicable systems two weeks in advance of filling, flushing, and cleaning any hydronic systems.

2. Pre-Acceptance Check Sheets

a. Division 22 contractor(s) will document installation, pressure testing, inspection, and startup of their systems, equipment, and components.

b. The following documents will be uploaded by the contractor to the commissioning folder in the Project's document management website for inclusion into the Systems Manual:

1) As-built plans.

2) Pressure Test Documentation. If not a whole system test then include marked up plan views of the section(s) tested.

3) Manufacturer installation and startup check sheets

4) Domestic water chlorination/sterilization report

5) AHJ progress and final inspections

3. Functional Acceptance of Plumbing

a. Functional Acceptance of Plumbing will be based upon the operational tests of the systems, equipment, and components by the CxP and final AHJ inspection approval of systems.

Plumbing contractor to have qualified person on call during FAT to help troubleshoot issues.

b. Operate equipment and systems as required for operational and functional performance testing

4. Perform start-up and testing of plumbing equipment and systems and document as required with start-up reports and completion of contractor's pre-commissioning checklists submitted to the CxP.

5. Perform and record manufacturers' recommended equipment maintenance as a minimum during the period between delivery, installation, start-up, and Government Acceptance.

6. Provide complete operation and maintenance information, single line schematics and as-built drawings to the general contractor for verification, organization, and distribution.

D. HVAC Mechanical Contractor. The Cx responsibilities of the HVAC Mechanical contractor(s) in addition to those listed in 3.08.A are:

1. Test Plans:

a. Submit a Hydronic Pipe Hydrostatic Pressure Test Plan to the A/E and CxP for all applicable systems two weeks in advance of conducting any required tests.

b. Submit a Hydronic, Flush, clean and Treat Plan to the A/E and CxP for all applicable systems two weeks in advance of filling, flushing, and cleaning any hydronic systems.

1) The intended minimum durations for all pipe flushing and cleaning, and the associated cleaning agents and corrosion inhibitors to be used.

2) An outline of the chemical treatment and water analysis testing to be performed after flushing and cleaning, including any additional chemicals and biocides to be added as part of the final water treatment, the water chemistry analysis and corrosion testing to be conducted, and the intended final water chemistry limits / ranges (including steel, iron and copper levels) to be achieved in order to meet the specifications and any specific manufacturer requirements.

3) The Plan shall indicate the timing for submitting the Water Treatment Analysis Reports for review by the Engineer of Record, Government and CxP.

2. Pre-Acceptance Check Sheets

a. Division 23 contractor(s) will document installation, pressure testing, inspection, and startup of their systems, equipment, and components.

b. The following documents will be uploaded by the contractor to the commissioning folder in the Project BOX file transfer system for inclusion into the Systems Manual:

1) As-built plans.

2) Pressure Test Documentation. If not a whole system test then include marked up plan

01 91 00 - 12/19 views of the section(s) tested.

3) Manufacturer installation and startup check sheets

4) Variable Frequency Drive startup/programming reports

5) Flushing and Chemical Treatment reports

6) Combustion efficiency reports

7) DDC final SOO and point to point check sheets

8) Test and Balance reports

9) AHJ progress and final inspections

3. Functional Acceptance of HVAC

a. Functional Acceptance of HVAC will be based upon the operational and performance tests of the systems, equipment, and components by the CxP and final AHJ inspection approval of systems.

b. HVAC contractor(s) to have a qualified person on call during FAT to help troubleshoot issues as needed.

4. Perform start-up and testing of mechanical equipment and systems and document as required with start-up reports and completion of contractor's pre-commissioning checklists submitted to the CxP.

5. Perform and record manufacturers' recommended equipment maintenance as a minimum during the period between delivery, installation, start-up, and Government Acceptance.

6. Provide complete operation and maintenance information, single line schematics and as-built drawings to the general contractor for verification, organization, and distribution.

E. Controls Contractor. The Cx responsibilities of the controls contractor(s) in addition to those listed in 3.08.A are:

1. Complete contractor pre-functional checklist and other supporting documentation as required demonstrating completion of control system installation, point-to-point verification (including sensor calibration), start-up and testing, and to the Commissioning folder in the Project Management Software.

2. Participate in pre-functional testing of mechanical equipment. Place specific systems as directed by contractor into test modes for pre-commissioning and startup.

3. Assist and cooperate with the TAB contractor in the following manner:

a. Meet with the TAB contractor prior to beginning TAB and review the TAB plan to determine the capabilities of the control system toward completing TAB.

b. Provide a qualified technician to operate the controls to assist the TAB contractor in performing TAB, or provide sufficient training for TAB to operate the system without assistance.

c. Provide (loan) any necessary control interface tool to the TAB firm to allow them to make temporary equipment adjustments.

4. Assist and cooperate with the CxP in the following manner:

a. Provide a skilled technician to execute and assist in performance of the functional acceptance testing procedures of the controls system. This will require dedicated support during testing.

Assist in the functional testing of all equipment specified and written sequence of operations in this section.

b. Provide and set up control system trend logs for the points as directed by the CxP.

c. Final graphics to be ready and reviewed prior to functional testing.

5. Participate in fine-tuning or troubleshooting P&ID control loops of system performance if either of these measures becomes necessary.

6. Provide the CxP and CM/GC with final documentation for all installed conditions, including as-built drawings and detailed narrative sequences of operation and a final control programming record as determined during the Cx process.

F. TAB Contractor. The Cx responsibilities of the TAB contractor(s) in addition to those listed in 3.08.A are:

1. Test Plan:

01 91 00 - 13/19

a. Provide a TAB Plan that outlines the TAB procedures and approach for each system type that satisfies the requirements of NEBB Procedural Standards for Testing, Adjusting, and Balancing of Environmental Systems Section 7.3 (Preliminary TAB Procedures) and/or AABC National Standards Section 20.4 (Procedures).

1) TAB Plan shall also include the associated forms and drawings to be used in the TAB work, and the forms shall be pre-filled with all available project, site, and design parameters.

2) The TAB Plan shall include any TAB qualification certificates and TAB instrument calibration certificates.

3) The TAB Trade Sub-Contractor shall submit the TAB Plan and certificates to the A/E and CxP for review, in addition to any other submittal requirements per the specifications.

Electronic files are acceptable.

2. Coordinate balancing activities with those of the mechanical and controls contractors. Document through pre-balancing checklists; that coordination, installation, flushing process, quality control, and final subcontractor testing have been completed to allow proper balancing work to be performed. Upload completed checklists to the commissioning folder in the Project Management Software.

3. Notify the CxP, A/E and CM/GC within 24 hours of any system installation or performance issues that may compromise the ability of the system to be balanced or operate at design capacities.

4. Participate in start-up and testing as required.

5. Return all control points to automatic or as found values at the end of each day unless specific permission is obtained in writing from the Contractor, Mechanical Contractor and Control Contractor.

6. Provide preliminary TAB report, indicating all actual field values recorded, to the CxP, designer and construction manager, prior to initiation of operational and functional testing. A preliminary TAB report shall be submitted within seven (7) working days after completion of the balancing work.

If job conditions require the TAB work be divided by logical systems, the preliminary TAB report will be submitted in logical sections within seven (7) working days after completion of the balancing work on each system. Mark and permanently record all field regulating devices in the final balanced position, for readily identifiable resetting mode if needed. Include marked-up plans showing openings with corresponding numbering from the report.

7. Record duty point of all fans and pump on manufacturers performance curves for CxP & ME review and approval. Include in preliminary TAB report.

8. Provide a separate submittal record of DDC values and setpoints determined during the TAB of the systems for use by the DDC contractor to "lock in' the numbers and update their as- built drawings.

9. Coordinate with CxP and demonstrate a 10 - 20% verification of selected systems readings to be identified by the CxP.

10. Assist during the operational and functional testing as required.

11. Participate in fine-tuning or troubleshooting of system performance if either of these measures becomes necessary.

G. Electrical Contractor. The Cx responsibilities of the electrical contractor(s) in addition to those listed in 3.08.A are (all references apply to commissioned equipment only):

1. Pre-Acceptance Check Sheets

a. Division 26 & Division 27 contractor(s) will document installation, component testing, inspection, and startup of their systems, equipment, and components.

b. See Division 26 and Division 27 for specific testing requirements.

c. The following documents will be uploaded by the contractor to the commissioning folder in the Project's document management BOX folder for inclusion into the Systems Manual:

1) As-built plans.

2) Circuit Breaker test reports

01 91 00 - 14/19

3) Manufacturer installation and startup check sheets

4) Variable Frequency Drive startup/programming reports

5) Breaker Coordination Study

6) Complete and document the discrimination trip settings in conjunction with the Electrical

Engineer of all breakers, fuses and safety trips prior to the commissioning functional acceptance testing

7) All data wiring, CAT 6, RS-485 and all others, including test reports

8) Cabling test reports

9) Programmed sequences of operation

10) AHJ progress and final inspections

2. Functional Acceptance of Electrical Systems

a. Functional Acceptance of Electrical Systems will be based upon the operational and performance tests of the systems, testing as required in Division 26 and Division 27, equipment, and components by the CxP and final AHJ inspection approval of electrical systems.

b. Electrical contractor to have a qualified person(s) available during integrated systems testing for demonstration of emergency power systems.

c. Operate equipment and systems as required for functional performance testing. Provide and set up electrical system trend logs for the points as directed by the CxP (power monitoring and lighting controls).

3. Perform start-up and testing of electrical equipment and systems and document as required with start-up reports and completion of contractor's pre-commissioning checklists submitted to the CxP.

4. Provide complete operation and maintenance information, distribution board charts and as- built drawings to the general contractor for verification, organization and distribution.

H. Communications Contractor. The Cx responsibilities of the communication contractor(s) in addition to those listed in 3.08.A are (all references apply to commissioned equipment only):

1. Pre-Acceptance Check Sheets

a. Division 27 contractor(s) will document installation, component testing, inspection, and startup of their systems, equipment, and components.

b. The following documents will be uploaded by the contractor to the commissioning folder in the…