Dallas-Fort Worth National Cemetery Cx Plan - V1 - 3-27-2020.pdf

COMMISSIONING PLAN

Dallas-Fort Worth

National Cemetery

Phase IV Development

PROJECT NO. 916CM2012

Prepared for:

United States Department of Veteran Affairs

March 27, 2020

2500 Legacy Drive, Suite 235 Frisco, TX 75034 www.f-w.com

National Cemetery Administration

Dallas-Fort Worth National

Cemetery Phase IV

Development

Contents

Commissioning Plan

I. Introduction

II. Commissioning Goals

III. Project Description

IV. Commissioning Scope

V. Systems to Be Commissioned

VI. Commissioning Team

VII. Commissioning Communications and Document Distribution

VIII. Pre-Design Phase Commissioning

IX. Design Phase Commissioning

X. Construction and Acceptance Phase Commissioning

XI. Warranty Phase Commissioning

XII. Team Member Roles and Responsibilities

XIII. Commissioning Schedule

XIV. Appendix A – Preliminary Log of Required Documentation

XV. Appendix B – Pre-Functional Checklists

Version Tracking

Version Date Submitted Reason

0 03/27/2020 Preliminary Cx Plan

Cemetery Phase IV

March 27, 2020 Commissioning Plan

Commissioning Plan

I. Introduction

A. The National Cemetery Administration (NCA) is committed to commissioning new facilities and systems required for the reliable, safe, and secure operation of the Dallas-

Fort Worth National Cemetery in Dallas, TX. This process will verify that systems are complete and functioning properly upon project completion, and that each facility’s maintenance staff has the appropriate system documentation and training.

B. Commissioning consists of systematically documenting that specified components and systems have been installed and started up properly, functionally tested to verify that systems are complete and functioning properly upon project completion, and that the

NCA FMD staff has the appropriate system documentation and training. In addition, Owner-personnel training will be verified, and final project O&M documents will be reviewed for completeness.

C. This document is intended to be a roadmap for the parties involved in the commissioning process. The document will explain the systems to be commissioned, the process activities, the procedures to follow throughout the commissioning process, and the roles and responsibilities for each party involved. The commissioning activities will begin during the design phase of the project and proceed through the warranty period.

D. The team members for this project are committed to commissioning this facility and systems required for the reliable, safe, and secure operation of the facility. This process is intended to verify that systems are properly installed, configured and operating in accordance with the requirements of the project, and that operating personnel are adequately prepared to successfully operate the facility at project turnover.

E. The Commissioning Agent will be provided by the United States Department of Veterans

Affairs (VA) for the Dallas-Fort Worth National Cemetery Phase IV Development Project.

F. In this structure, all communications on contractual issues are strictly limited to communications between the Contract Officer/Contract Officer’s Representative

(CO/COR) and the AE Team and Prime Contractor. It is the practice of the NCA to require that communication between other parties to the contractors (i.e. AE

Subconsultants, Subcontractors and Vendors) be routed through these two prime contractors and the CO/COR

Cemetery Phase IV

G. Commissioning is a process that relies upon high levels of communication and collaboration between all parties to the construction process. By its nature, the levels of communication and cooperation between the Commissioning Agent and all other parties to the construction process (Design and the Contractor Team) is essential to the success of the commissioning effort. In the absence of the relationships, cooperation and support created by this communication, the commissioning process will likely fail to achieve its ends.

H. With this fundamental conflict in mind, this Commissioning Plan has been developed to recognize that, in the execution of the commissioning process, the Commissioning Agent must develop effective methods to communicate with every member of the NCA, A/E team, and Contractor Team involved in delivering commissioned systems while simultaneously respecting the exclusive contract authority of the Contracting Officer.

Thus, all procedures outlined in this manual must be executed within the following limitations:

1. The Commissioning Agent may maintain a continuous open communication with the Cx Team, including Design Team, the Contractor Team, installing

Subcontractors and the Owner’s Team to facilitate a collaborative commissioning process subject to the specific limitations outlined below.

2. All communications shall be copied to the Project Manager (Design Phase) and

Resident Engineer (Construction Phase).

3. All Communications shall include specific reference to these contract limitations

(e.g., “All issues identified in this Commissioning Issues Log are subject to

Paragraph 2.5: Contractual Relationships in the NCA Commissioning Process

Manual.”

4. All information from the Commissioning Agent to any party involved in the project must be transmitted with the following clear limitations:

a. No communications (verbal or written) will be deemed to constitute direction that modifies the terms of any contract between the NCA and any party to the construction project.

b. Commissioning issues communicated in writing to the General Contractor and copied to the CPM/SRE are provided to all parties to the contract to expedite communication. All issues must be understood as the professional

Cemetery Phase IV opinion of the Commissioning Agent and suggestions for issue resolution only until expressly approved as direction by the CPM or Site Resident Engineer.

c. If any commissioning issue and suggested resolution are deemed to require either an official interpretation of the construction documents or are determined to require a modification of the contract documents, the

Contracting Officer will issue an official directive to this effect.

d. All parties to the commissioning process shall be individually responsible for alerting the CO of any issues that they deem to constitute a potential contract change prior to acting on these issues.

e. Authority for design and construction issues resolution rests solely with the

Contracting Officer and his/her designated representative with appropriate technical guidance from the Design Team and/or Commissioning Agent.

I. Abbreviations

1. Operations and Maintenance (O&M)

2. Contract Officer or Contract Officer’s Representative (CO/COR)

3. Project Manager and/or Site Resident Engineer (PM/SRE)

4. NCA Facilities Management Department Staff (FMD)

5. Design Professionals (D)

6. Architect and Engineer Team (AE Team)

7. Engineer of Record (EOR)

8. Construction Project Manager (CPM)

9. Installation Contractors (CONTR)

10. Global Positioning System (GPS)

11. Testing, Adjusting & Balancing Contractor (TAB)

12. Commissioning Agent (CxA)

13. Request for Information (RFI)

14. Architect’s Supplemental Instructions (ASI)

Cemetery Phase IV

15. Design Development Documents (DD)

16. Construction Documents (CD)

17. Commissioning (Cx)

18. Functional Performance Test (FPT)

19. Pre-Functional Checklist (PFC)

20. Corrective Action Notice (CAR)

21. Quality Control (QC)

II. Commissioning Goals

A. The Commissioning Agent has developed specific commissioning goals to emphasize the role commissioning will play in the design and construction processes:

Meet or exceed NCA Project Requirements

Optimize Systems Operations

System Operation and Performance Verification

• Functional Performance Test results

• Pre-Functional Checklists

• Equipment startup

Documentation and Training for FMD Staff

• Operating instructions and documentation

• Operator equipment training

• Operator systems training

Integrate Testing Schedules into Construction Schedule

• Coordination of trades

• Coordination of DDC vendor tasks as they relate to the commissioned systems.

Early Identification and Resolution of Issues

Clear and Open Communications

Cemetery Phase IV

III. Project Description

A. It is our understanding that the Project will provide the fourth phase of development by providing an additional ten (10) years of continued burial services to a Veteran population who has been served by this National Cemetery since it opened in 1965. This project will provide an additional 10-year inventory of pre-placed crypts for casketed interments and both in-ground sites and columbarium niches for cremated inurnments, as well as various cemetery improvements/enhancements.

B. This project will include the development of approximately 20 acres of undeveloped land to provide approximately 24,800 gravesites, including both casket and cremation sites in new burial sections. In addition to the new gravesites, irrigation will be extended into new burial sections compatible with the existing system.

C. Scoping documents provided for determination of pricing include the RFP AE Scope of

Work, Commissioning Scope of Work, project schedule, master plan, an overlay mark-up of the Master Plan, and responses to requests for information issued by the Owner.

Additionally, the NCA Commissioning Process Manual was used to determine the deliverables for each phase of design and construction, as well as the requirements for crypt commissioning.

Cemetery Phase IV

IV. Commissioning Scope

A. Farnsworth Group will provide commissioning services to support the Dallas-Fort Worth

National Cemetery project. Commissioning activities will include the tasks and deliverables outlined below.

Commissioning Scope

Project Phase Task Description Deliverable

Design Commissioning Specifications

Prepare Commissioning Specification “Section 01 91 13 – General Commissioning Requirements” to be included in project manual.

Commissioning Specification

Prepare Commissioning Specification for Division 22 – Equipment, Division 23

– Equipment, Division 26 – Equipment, Division 28 – Electronic Safety and Security, Division 32 – Irrigation, and to provide detailed commissioning, O&M and training requirements for individual technical specification sections.

Commissioning Specifications

Design Preliminary Commissioning Plan

Prepare preliminary Commissioning Plan that describes the commissioning process and provides the Commissioning Team with specific roles and responsibilities. The Commissioning Plan will include a description of systems to be commissioned.

Preliminary Commissioning Plan

Cemetery Phase IV

Phase

Task Description Deliverable

Construction Construction Commissioning Kick- Off Meeting

Conduct an initial commissioning meeting with all contractors and commissioning team members. The purpose of the meeting will be to establish the purpose and proposed process for commissioning this facility in the construction, acceptance and warranties phases of the project.

Review the individual roles and responsibilities of each participating commissioning team member as specified in the Construction Documents. Meeting will be scheduled for each construction package with a commissioning scope.

Meeting Notes

Construction Duration Schedule for Commissioning Activities

Based on the final Commissioning Plan, prepare a schedule to show the duration, predecessors and successors for commissioning activities. This schedule will be provided to the Construction Project Manager for inclusion of commissioning activities into the project construction schedule.

This allows commissioning activities to be smoothly integrated into the overall construction process.

Duration schedule with commissioning activities, predecessors, successors and key milestones.

Construction Submittal and Shop Drawing Review Request

Based on final construction documents, prepare a list of selected submittals and shop drawings for review by the Commissioning Agent.

Submittal Request Checklist

Cemetery Phase IV

Task Description Deliverable

Construction Submittal and Shop Drawing Review

Review selected submittals and shop drawings to support the commissioning process. Review will be for the purpose of developing appropriate Pre- Functional Checklists and Functional Performance Test Plans. Reviews will focus on the ability to commission the systems, maintainability and general conformance to owner’s requirements.

Commissioning review of submittals and shop drawings does not replace the responsibility of the Design Team for approval.

Commissioning Submittal Review Log

Construction Pre-Functional Checklists

Prepare Pre-Functional Checklists for systems, components and/or equipment to be commissioned. These Pre- Functional Checklists will be used to document completion of system, component and/or equipment installation, and to determine system readiness for functional performance testing.

Draft Pre-Functional Checklists for owner and contractor review.

Final Pre-Functional Checklists for use by contractors and/or CxA.

Pre-Functional Checklists should be completed by the installing contractors to document the installation process.

The Contractor shall provide 15 days’ notice to CxA and SRE regarding the completion schedule for the checklists.

Completed Pre-Functional Checklists will be reviewed by the Commissioning Agent to verify systems are ready for testing.

Cemetery Phase IV

Task Description Deliverable

Construction Review Contractor Equipment Startup Checklists

Commissioning Agent will review selected equipment startup reports prepared by installing contractor.

Commissioning Agent will witness selected equipment startup procedures.

Seven days’ prior notice is required to schedule the Commissioning Authority witnessing the startup.

Contractor Equipment Startup Checklist (this checklist is part of the Submittal and Shop Drawing Review Checklist).

Issues Log

Construction Prepare Functional Test Plans

Based on final construction documents (including applicable changes), and approved submittals, prepare Functional Test Plans for systems to be commissioned. Draft Functional Test Plans will be issued for review by Owner, installing contractors and DDC Vendor.

Final Functional Test Plans will be prepared incorporating review comments received from owner, contractors or DDC Vendor.

Draft Functional Test Plans

Final Functional Test Plans for use in systems testing.

Construction Review O&M Manuals

Review Operations and Maintenance Manuals submitted by contractors for general conformance with specifications and Owner’s requirements.

Commissioning Review Log

Construction Prepare Systems Manuals

Prepare detailed systems manuals for commissioned systems. The manuals will provide operating staff the information needed to understand and optimally operate the commissioned systems. The manuals will describe system design, components, capacity and sequences of operations. Manuals will include descriptions of interactions with other systems and common systems failure modes and responses.

Systems Manuals – one hardcopy plus two electronic copies on thumb drive

Cemetery Phase IV

Task Description Deliverable

Construction Review Training Plans

Review contractor and manufacturer training plans and agendas for general conformance with specifications and Owner’s requirements. Observe selected training for quality and general conformance with the training plan and agenda.

Commissioning Review Log

Construction Warranty Review Review contractor’s and manufacturer’s warranties for general conformance with specifications and Owner’s requirements.

Commissioning Review Log

Construction Systems Functional Testing

Direct functional testing for systems to be commissioned. Testing will be conducted as detailed on the specific Functional Test Plan for each system to be commissioned.

Functional testing will require support from the Owner, plumbing contractor, GPS contractor, DDC Vendor (if irrigation system ties into EMS), and specialty-systems installing contractors.

Installing contractors must be available to respond to issues and problems identified during testing.

Executed Functional Test Plans

Construction Construction Observation

Conduct visits to the construction site to observe construction activities. Specific attention will be given to installation of electronic safety and irrigation systems for general conformance with specifications and manufacturer’s installation requirements. Specific attention will also be given to installation of site utilities and site improvements for general conformance with plans, specifications and manufacturer’s installation requirements.

Field Observation Reports

Cemetery Phase IV

Task Description Deliverable

Construction Final Commissioning Report

Compile a comprehensive commissioning report documenting all commissioning activities, including but not limited to:

• Commissioning scope

• Test methods and results

• Outstanding commissioning issues

• Issues log

• Commissioning plan

• Status reports

• Submittal and O&M manual reviews

• Training record

• Pre-Functional Checklists

• Scope includes one submission of a preliminary report for Owner review.

Scope includes one submission of the Final Commissioning Report that incorporates Owner’s review comments.

Preliminary Commissioning Report – one hardcopy for owner review.

Final

Report – one hardcopy plus one electronic copy

Construction Owner, Architect and Construction Manager Meetings (Construction Phase)

Attend selected Owner/Architect/Contractor meetings.

CxA will attend meetings to discuss commissioning issues, review the Commissioning Issues Log and to maintain awareness of general construction schedule and issues.

Meeting Notes (it is assumed the Construction Manager will provide the official minutes).

Cemetery Phase IV

Task Description Deliverable

Construction Commissioning Progress Meetings

Conduct Commissioning Progress Meetings to review system installation progress, system readiness, and preparation for functional performance testing. These meetings will also review status of unresolved commissioning issues and progress towards resolution of the issues. The Construction Manager, Construction Commissioning Manager, Construction Quality Control Manager, and commissioning representatives from the Mechanical/Electrical Design Team, plumbing contractor, electrical contractor, and specialty-systems installing contractors will attend these meetings.

Meeting minutes

Construction Status Reports Provide periodic status reports detailing activities, significant unresolved issues, and upcoming commissioning activities.

Prepare report outlining status of deliverables for the project. Status reports are submitted with invoices for professional services.

Monthly Narrative Status Report

Monthly Percent Complete Report

Construction Master Issues Log Maintain a Commissioning Issues Log to document commissioning issues identified during construction and functional testing. The Commissioning Issues Log will include recommended responsible party and recommendations for resolution of the issue. The Commissioning Issues Log will also be used to document progress toward resolution and the final resolution

Commissioning Issues Log

Construction Review Change Orders, ASI, and RFI

Review change orders, architect’s supplemental instructions and requests for information (with AE team response) for issues that affect commissioning.

Review is for information only and does not constitute technical or contractual approval or disapproval.

Commissioning Requests for Information

Cemetery Phase IV

Task Description Deliverable

Warranty Deferred and/or Seasonal Testing

Direct testing that was deferred due to lack of system readiness or for seasonal requirements. Testing will be conducted in accordance with Functional Test Plans. Testing support will be required from the DDC Vendor and Owner. We have assumed this testing will be performed during a two-day site visit approximately 10 months after substantial completion.

Executed

Plans

Warranty Post-Occupancy Warranty Checkup

Return to the project approximately 10 months into the 12-month warranty period to review the building operation with the facility staff and discuss outstanding issues related to commissioning and outstanding warranty issues. Provide suggestions for improvements. Assist facility staff in developing reports, documents and requests for service to remedy outstanding problems. We have assumed this will be performed during a two-day site visit approximately 10 months after substantial completion

Field Observation Report

Warranty Final Commissioning Report Amendment

Amend Final Commissioning Report to document the Warranty Phase commissioning activities.

Amendment to Final

Report.

B. Construction phase commissioning services will be provided at the construction site for the Dallas-Fort Worth National Cemetery by staff from the Frisco, Texas office.

Cemetery Phase IV

V. Systems to Be Commissioned

A. The systems and equipment to be commissioned are outlined in the table below.

Systems to Be Commissioned

System

Pre- Functional Checklists

Equipment Startup

Functional Testing

Sample Size

Remarks

Division 3 – Pre-Cast Burial Crypts

Burial Crypts Yes No Yes 1% Cx consists of sampling of required specification tests and test reports, observation of ‘mockup’ crypts, review of bedding and drainage prior to placement, final crypt numbering, installation, and lid removal tests with the

RE.

Division 11 – Equipment

Global Navigation Satellite System (GNSS) Reference System

Yes No Yes 1% Final Acceptance testing by

CO/COR,

witnessed by the CxA.

Cemetery Phase IV

Functional Checklists

Equipment Startup

Functional Testing

Division 22 – Equipment

Domestic Hot Water System

Yes No Yes 100% Final Acceptance testing by

CO/COR,

witnessed by the CxA.

Division 23 – Equipment

Packaged Outdoor Dedicated Outside Air Unit

Yes Yes Yes 100% Final Acceptance testing by

CO/COR,

witnessed by the CxA.

Packaged Indoor Dedicated Outside Air Unit

Yes Yes Yes 100% Final Acceptance testing by

CO/COR,

witnessed by the CxA.

Heat Pump Split System Yes Yes Yes 100% Final Acceptance testing by

CO/COR,

witnessed by the CxA.

Air Cooled Condensing Unit & Indoor AC Unit Split System

Yes Yes Yes 100% Final Acceptance testing by

CO/COR,

witnessed by the CxA.

VRF System Yes Yes Yes 100% Final Acceptance testing by

CO/COR,

witnessed by the CxA.

Cemetery Phase IV

Functional Checklists

Equipment Startup

Functional Testing

Single Duct Air Terminal Units

Yes Yes Yes 100% Final Acceptance testing by

CO/COR,

witnessed by the CxA.

Unit Heater Yes Yes Yes 100% Final Acceptance testing by

CO/COR,

witnessed by the CxA.

Exhaust Fan Yes Yes Yes 100% Final Acceptance testing by

CO/COR

witnessed by the CxA.

Division 26 - Electrical

Interior Lighting & Lighting Controls

Yes No Yes 100% Final Acceptance testing by

CO/COR,

witnessed by the CxA.

Natural Gas Generator Yes Yes Yes 100% Final Acceptance testing by

CO/COR,

witnessed by the CxA.

Automatic Transfer Switch Yes Yes Yes 100% Final Acceptance testing by

CO/COR,

witnessed by the CxA.

Electrical Panels

Yes No No 100%

Cemetery Phase IV

Functional Checklists

Equipment Startup

Functional Testing

Transformers Yes No No 100%

Division 28 – Electronic Safety and Security

Closed Circuit Television (CCTV) System

Yes Yes Yes 50% (new cameras only)

Final Acceptance testing by

CO/COR,

witnessed by the CxA.

Intrusion Detection System

Yes Yes Yes 50%

(new)

Final Acceptance testing by

CO/COR,

witnessed by the CxA.

Physical Access Control System (PACS)

Yes Yes Yes 50%

(new)

Final Acceptance testing by

CO/COR,

witnessed by the CxA.

Division 32 –Irrigation

Irrigation System (New and Existing)

Yes Yes Yes 100%

(new)

Installed by contractors, commissioned by RFP AE Irrigation Consultant.

Forms provided by CxA.

Witnessed by the Engineer of Record.

Cemetery Phase IV

VI. Commissioning Team

A. The Commissioning Team shall consist of representatives from the following parties involved in the design and construction of this facility. The time at which individual members join the team and the level of their participation during the different phases of the project will vary from member to member.

Commissioning Team

Item Team Member Description Contact Information

AE

Team

Architect and Engineering Team

Representatives from the Architect and Engineering Team

Greg Murphy and Jon Meyers

Calibre Engineering, Inc

9090 South Ridgeline Boulevard, Suite 105

Highlands Ranch, CO 80129

303-730-0434 (office) gvm@calibre.us.com jlm@calibre.us.com

AE

Team

Architect and Engineering Team

Subconsultants to the Architect and Engineering Team

Ken Kallenbach MKEC Engineering 411 N. Webb Road Wichita, KS 67206 316-684-9600 (office) kkallenbach@mkec.com

Team

Architect and Engineering Team

Subconsultants to the Architect and Engineering Team

Thomas J Kapels TK-Architecture 1755 Telstar Drive #300 Colorado Springs, CO 80920 719-325-9303 tkapels@tk-architecture.com

Architect and Engineering Team

Subconsultants to the Architect and Engineering Team

Bob Beccard Aqua Engineering 375 Horsetooth Road, Bldg 2-202 Fort Collins, CO 80525 970-372-6104 bob@aquaengineering.com

Cemetery Phase IV

Team

Architect and Engineering Team

Subconsultants to the Architect and Engineering Team

Dave Colvin

Leonard Rice Engineers

1221 Auraria Parkway

Denver, CO 80204

303-455-9589

Dave.colvin@lrewater.com

Architect and Engineering Team

Subconsultants to the Architect and Engineering Team

Tom Chapman

Miller Remick MEP

1010 Kings Highway South

Building Two – Second Floor

Cherry Hill, NJ 08034

856-429-4000 tchapman@miller-remick.com

SRE Site Resident Engineer On-site technical representative of the Contracting Officer.

TBD

PM NCA Project Manager Representative of the National Cemetery Administration

Bryan Bodnar

CFM-VACO

425 I St. NW, Suite 6W417B

Washington, DC 20001

202-632-5722 bryan.bodner@va.gov

MEP Mechanical, Electrical and Plumbing Design Engineer of Record

(EOR)

MEP Design Administration Representative

Miller Remick MEP

1010 Kings Highway South

Building Two – Second Floor

Cherry Hill, NJ 08034

856-429-4000

Cemetery Phase IV

CxA Commissioning Agent Project Manager for Commissioning Agent

Derek Hudak, PE, CxA, LEED AP

Farnsworth Group

2500 Legacy Drive, Suite 235

Frisco, TX 75034

469-480-0881 dhudak@f-w.com

CxT Commissioning Agent Project point of contact for commissioning technical issues

Alvin George

Farnsworth Group

2500 Legacy Drive, Suite 235

Frisco, TX 75034 2500 Legacy Drive, Suite 235

469-518-0389 ageorge@f-w.com

CPM Construction Project Manager

Contractor’s Project Manager responsible for construction and coordination of sub-contractors

TBD

Organization

Address

City, State Zip

Phone:

Email:

CQC Quality Control Manager Contractor’s Quality Control Manager responsible for managing the construction quality program

TBD

Organization

Address

City, State Zip

Phone:

Email:

PLMG Plumbing Contractor Commissioning Representative for the Sub-contractor responsible for installation of plumbing systems

TBD

Organization

Address

City, State Zip

Phone:

Cemetery Phase IV

SC-IS Specialty Systems Contractor – Irrigation Systems

Commissioning Representative for the Sub-Contractor(s) responsible for installation of specialty and/or low voltage systems

TBD

Organization

Address

City, State Zip

Phone:

Email:

SC-SS Specialty Systems Contractor – Security Systems

Commissioning Representative for the Sub-Contractor(s) responsible for installation of specialty and/or low voltage systems

TBD

Organization

Address

City, State Zip

Phone:

Email:

SC-

TBD

Specialty Systems Contractor – GIS

Commissioning Representative for the Sub-Contractor(s) responsible for installation of specialty and/or low voltage systems

TBD

Organization

Address

City, State Zip

Phone:

Email:

DDC DDC Vendor Commissioning Representative for the DDC vendor responsible for providing the control system(s)

TBD

Organization

Address

City, State Zip

Phone:

Email:

TAB Testing, Adjusting and Balancing Vendor

Commissioning Representative for the TAB vendor responsible for certified air- and water-testing and balancing.

TBD

Organization

Address

City, State Zip

Email:

Cemetery Phase IV

SC-SS Specialty Systems Contractor – Security Systems

Commissioning Representative for the Sub-Contractor(s) responsible for installation of specialty and/or low voltage systems

TBD

Organization

Address

City, State Zip

Phone:

Email:

SC-

TBD

Specialty Systems Contractor – GIS

Commissioning Representative for the Sub-Contractor(s) responsible for installation of specialty and/or low voltage systems

TBD

Organization

Address

City, State Zip

Phone:

Email:

DDC DDC Vendor Commissioning Representative for the DDC vendor responsible for providing the control system(s)

TBD

Organization

Address

City, State Zip

Phone:

Email:

TAB Testing, Adjusting and Balancing Vendor

Commissioning Representative for the TAB vendor responsible for certified air- and water-testing and balancing.

TBD

Organization

Address

City, State Zip

Email:

B. Roles and responsibilities for the Commissioning Team members are described elsewhere in this Commissioning Plan.

Cemetery Phase IV

VII. Commissioning Communications and Document Distribution

A. The following table outlines the submittal and distribution requirements for various documents used in the commissioning process.

Communication Distribution Matrix

Document Prepared by: Submitted to: Copies to: Comments

Commissioning Specifications

CxA • PM • QA

• AE Team

Preliminary Commissioning Plan

CxA • PM • QA

• CPM

Final Construction Documents

AE Team • PM • QA

• CxA

• CPM

Design Team submits directly to NCA as separate submission

Final Commissioning Plan

CxA • SRE • QA

Construction Kickoff Meeting Minutes

CPM • SRE • QA

• CxA

Duration Schedule for Commissioning Activities

CxA • SRE • QA

• CPM

Initial submission included in final Commissioning

Plan

Updates provided as necessary

Submittals and Shop Drawings

CPM • SRE • AE Team

• CxA

• QA

Submittals and Shop

Drawings are submitted to the AE Team as separate submission

Cemetery Phase IV

Submittal and Shop Drawing Comment Log

CxA • SRE • CPM

• AE Team

• QA

Design Team comments and/or approval provided separately to CPM and

PM

Construction Phase Controls Meeting Minutes

CPM

(Notes by CxA)

• SRE • QA

Preliminary Pre- Functional Checklists

CxA • SRE • QA

System Pre-

Checklist Comments

CPM PM • SRE • CxA

• QA

Final Pre-

Checklists

CxA • SRE • CPM

Executed Pre-

Checklists

CPM • SRE • CxA

Contractor Startup

CPM • SRE • CxA

Report Comment Log

CxA • SRE • QA

Cemetery Phase IV

Functional Test Procedures

Procedure Comments

PM CPM • SRE • CxA

Final Functional Test Procedures

Executed

Procedures

O&M Manuals CPM • SRE • QA

• NCA

O&M Manual Comment Log

CxA • SRE • CPM

• QA

Systems Manuals CxA • SRE • QA

• CPM

• AE Team

CxA will assemble systems manual with documentation provided by Contractor and Design team.

System Manual Review Comments

QA FMD CPM

AE Team

• SRE • QA

• NCA

• CxA

Training Plans CPM • SRE • QA

Cemetery Phase IV

Training Plan Comment Log

CxA • SRE • QA

• NCA

Warranty and other Closeout Documents

CPM • SRE • QA

Warranty and Closeout Comment Log

CxA • SRE • QA

System Functional Testing Field Reports

Construction Observations Field Reports

Report

CxA • QA • PM

Report Review Comments

QA • CxA • PM

Final Commissioning Report

Construction O/A/C Meeting minutes

CPM • SRE • QA

Status Reports

Cemetery Phase IV

Master Issues Log CxA • SRE • QA

Change Orders, ASI, RFI

AE Team

CPM

• SRE • QA

• CxA

Deferred / Seasonal Testing Field Report

Deferred / Seasonal Executed Functional Test Procedures

Warranty Checkup Field Report

Master Issues Log CxA • SRE • QA

Report Amendment

Cemetery Phase IV

VIII. Design Phase Commissioning

A. Design Development Phase: The goals of the commissioning tasks in the Design

Development Phase of the project include the following:

1. The CxA will prepare the Preliminary Commissioning Plan to provide an initial framework for commissioning activities that will follow. This Preliminary

Commissioning Plan will be aligned with the project scope and schedule. It will be reviewed by the PM, NCA, CPM and other interested parties.

The CxA will prepare Preliminary Commissioning Specifications to be included in the project manual. The preliminary specifications will include

Section 01 91 00 – GENERAL COMMISSIONING REQUIREMENTS as well as language to be included in other divisions including Division 3, Division

11, Division 23, Division 26, Division 28, and Division 32 specification sections. The Design Team will review the Preliminary Commissioning

Specifications and provide written comments to the CxA. The CxA will revise the Preliminary Commissioning Specification and re-submit to the Design

Team.

2. A review conference is held with the Design Team, PM, NCA, CxA and CPM to coordinate review comments and responses.

3. The CxA, CPM, Design Team, PM, and NCA will hold a meeting to review mechanical, electrical and plumbing system selections and to develop the preliminary control system Sequences of Operations for the project. Based on the results of this meeting, the Design Team will use these concepts as the basis for designing the final control system specifications and Sequences of

Operations to be included in the construction documents. The Design Team will notify and coordinate and changes with the other parties involved in the control system.

4. The CxA will update the Commissioning Plan to incorporate any changes resulting from the Design Development submission and review comments.

5. The CxA will prepare the Commissioning Specifications Coordination Matrix.

This document is based on the outline specifications provided by the Design

Team. It provides recommended wording to be included in the technical specifications sections to identify commissioning, O&M manual and training requirements for the CPM and the installing contractors.

Cemetery Phase IV

B. Construction Document Phase: The goals of the commissioning tasks in the

Construction Document Phase of the project include the following:

1. The Design Team will prepare final construction documents that will be used to construct the facility. A progress set of drawings and specifications will be issued for review.

2. The CxA will prepare a final, detailed list of systems and equipment to be commissioned.

3. The CxA will prepare preliminary Pre-Functional Checklists and Systems

Functional Performance Test procedures for each type of system to be commissioned. These will be published in the Preliminary Commissioning Plan to be included as an informational appendix to Specification Section 01 91 00 –

GENERAL COMMISSIONING REQUIREMENTS that will be issued for bid.

4. A review conference will be conducted to coordinate review comments and provide direction for adjustments in the design prior to issuing the final construction documents.

5. The Design Team will issue final Construction Documents, including drawings, and specifications. These will be reviewed by the CxA, PM and NCA. The CPM will also review the final construction documents and prepare the final estimates of construction costs.

IX. Construction and Acceptance Phase Commissioning

A. The CxA will prepare the Construction Commissioning Plan that incorporates any changes due to the Final Construction Documents or Design Narrative. This

Commissioning Plan outlines the commissioning activities during the Construction and

Acceptance Phase of the project.

B. A Commissioning Kickoff Meeting will be held at the start of construction to describe the commissioning process for the Construction Team which includes the CPM, installing sub-contractors (Plumbing, Controls, Electrical, Security, Irrigation, TAB and others).

Preliminary Pre-Functional Checklists and Functional Test Plans will be included to describe the level of involvement required of all parties.

C. CxA will provide access for all AE Team and subcontractors for use of the CxA’s online commissioning software. This software will be utilized by the Contractor and AE Team to manage the commissioning issues log, complete Pre-Functional Checklists

Cemetery Phase IV and complete Functional Performance Tests.

D. The CxA will provide preliminary Commissioning Milestones, predecessors, successors, and durations to the CPM. The CPM will be able to use these data to integrate commissioning activities into the project construction schedule. The CxA will align commissioning activities with the construction schedule for each construction phase.

E. The CxA will attend periodic Owner/Architect/Contractor (O/A/C) meetings to discuss commissioning activities, field reports, issues log and responses to commissioning issues noted during construction.

F. Regular Commissioning Progress meetings will be held for each construction phase.

These meetings are a forum to review progress and to discuss issues affecting installation, coordination, startup, and testing of the systems to be commissioned.

Meeting attendees should include the Commissioning Agent, SRE, CPM, plumbing, security, controls and TAB subcontractors. Design team members, especially the AE

Team are also encouraged to attend.

G. It is anticipated these meetings will be held quarterly during the early stage of construction. Once the building has come out of the ground and the exterior shell is being constructed, the meetings will be held on a monthly basis. As the crypts, security and irrigation systems are being installed, it is likely the commissioning meetings will be held bi-weekly.

H. The Commissioning Agent will witness selected equipment startups for security and irrigation system components. The purpose will be to observe any issues that may arise that would affect equipment or system operations.

I. The Commissioning Agent will conduct periodic Field Observations to review construction progress, overall quality of workmanship, and to review maintenance access to equipment. The CxA will issue a Field Observation Report following each visit.

The report will describe any specific observations that are found. The specific observations will be tracked on the Commissioning Master Issues Log.

J. The SRE, CPM, installing sub-contractors, and the Design Team (as necessary) should review the Field Reports to determine the most appropriate resolution for the issue. The

CxA will assist in determining the resolution as requested. The status of issue resolution will be a primary topic of discussion at the Commissioning Progress meetings and O/A/C meetings.

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K. The CxA will review selected submittals and shop drawings relative to the systems to be commissioned. The review will be to determine if enough information is provided to describe system installation, operation and the information necessary to commission the equipment and systems.

L. The CxA will review the O&M data submitted by the installing contractor and the CPM.

The Commissioning Specifications provide specific requirements for O&M Manuals that are more detailed for those systems to be commissioned. The O&M Manuals will be reviewed to determine compliance with these additional requirements.

M. The CxA will prepare systems narratives and other information to be added to the O&M data provided by the installing contractors and the CPM to become the Systems

Operations and Maintenance Manual (SOMM). The SOMM will provide operations and maintenance staff with an overview of the system design parameters, intended operating conditions and sequences. It will also provide data necessary to maintain and troubleshoot the equipment and systems.

N. The installing contractors and the CPM will prepare equipment training plans intended to provide basic equipment operating and maintenance procedures. The installing contractors and the CPM will prepare training plans that will outline the training to be provided and the intended outcome of the training. The CxA will review the training plans to determine that the training will meet the requirements of the specifications and the

FMD staff.

O. The Commissioning Agent will prepare Pre-Functional Checklists that the CPM installing sub-contractors will complete to document that equipment and systems are complete and ready for testing. Checklists will be required to be completed electronically on the

Commissioning Agent’s commissioning software.

P. The Commissioning Agent will prepare detailed System Functional Performance Test plans that will provide detailed step-by-step procedures that will be used to verify system operations under all operating conditions. These test procedures will be issued to the

SRE, CPM, installing Contractors, DDC, TAB and NCA for review and comment. The reviews should focus on the ability to implement the steps, especially the control systems adjustments, necessary to perform the test. The reviewers should note any procedures that would damage the equipment or system.

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Q. The installing sub-contractors are encouraged to use the System Functional Test Plans as a tool for pre-testing the equipment and systems prior to the “official” functional testing. This will allow for early detection and resolution of problems. The contractor, Design Team (Engineer of Record), and Commissioning Agent will complete functional tests electronically on the Commissioning Agent’s commissioning software as indicated in the Cx Plan.

R. The CxA will assist the CPM in scheduling equipment training. The CxA will review training plans prepared by the CPM and the installing sub-contractors.

S. The CxA will conduct enhanced systems training for NCA staff. This training will focus on the system operation, design criteria, and troubleshooting of systems level issues. It is anticipated that the enhanced systems training will be conducted prior to functional testing to facilitate participation of the FMD staff in the testing activities.

T. It is the expectation that System Functional Testing will demonstrate that the systems perform in accordance with design criteria, construction documents and NCA requirements. Functional testing prerequisites are that the system components and equipment are completely installed, all required power connections are complete, all required control connections and control functions are operational, pre-functional checklists are completely filled out, and that required air and hydronic testing and balancing has been completed. When required by construction specifications, third-party testing must also be complete and required test reports have been submitted to the SRE and CxA for review.

U. Functional testing of each system to be commissioned will be conducted by the CxA unless otherwise noted in the Systems to be Commissioned. Where indicated, the installing contractor will perform provided tests identified in the Systems to be

Commissioned and the Engineer of record shall witness. Where indicated, the CxA will witness and document the testing; the installing sub-contractors, DDC contractor, and

TAB contractor will conduct the testing by operating the equipment, adjusting the control system and performing measurements in accordance with the System Functional Test

Plan. The NCA staff is encouraged to assist in the testing as an additional training opportunity.

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V. Issues and/or failures detected during the Functional Performance Testing will be documented on the test plan, on Field Observation reports and on the Master Issues Log which will be monitored on the Commissioning Agent’s commissioning software.

Installing sub-contractors, DDC contractor, and/or TAB contractor will be responsible for correcting each issue as directed by the SRE and reporting the corrective action to the

SRE and CxA. The CxA will document the corrective action on the Master Issues Log.

The need for re-testing will be determined by the SRE in consultation with the CxA.

W. Upon completion of all commissioning activities, including resolution of all issues on the

Commissioning Master Issues Log, the CxA will prepare and issue the Final

Commissioning Report. This report will include the final version of the Commissioning

Plan, copies of all Commissioning Meeting Minutes, Commissioning Field Observation

Reports, Pre-Functional Checklists, Functional Performance Test results, and the

Commissioning Master Issues Log. The report will also include blank copies of the

Functional Test Plans for use by NCA for future re-commissioning activities.

X. Warranty Phase Commissioning

A. The CxA will review operational data from the NCA DDC System to monitor system operations. Significant deviations from defined criteria will be noted and referred to NCA and Design Team for further investigation.

B. Conduct any deferred or seasonal functional testing that was not completed during the

Construction and Acceptance Phase. Issues identified during the deferred or seasonal testing will be documented on the Commissioning Issues Log. The CPM will be notified of the issue and will be responsible for resolution. The CPM will document the resolution and the CxA and FMD will verify the resolution. The SRE in consultation from the CxA, will determine the need for re-testing.

C. Conduct a 10-month warranty review to identify any potential warranty issues prior to expiration of the warranty. The warranty review will include interviews with FMD staff and an on-site inspection of systems and equipment condition and operations.

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D. Warranty issues identified during the review will be documented on the Commissioning

Issues Log. Written notice of potential warranty issues will be provided to the SRE. Upon direction by the SRE, the CPM will schedule appropriate sub-contractors to correct the issues within the balance of the warranty period. The CPM will provide written documentation that each warranty issue has been resolved. The CxA and NCA will spot-check selected issues to verify resolution.

E. The CxA will prepare an amendment to the Final Commissioning Report to document the deferred or seasonal testing, any re-testing, and the results of the warranty review.

XI. Team Member Roles and Responsibilities

A. The following is an outline of team member responsibilities in the Design, Construction and Acceptance, and Warranty phases of the commissioning process. These responsibilities are meant to be limited to those tasks related to the commissioning process and are not intended to be representative of each team member’s contractual responsibilities for other aspects of this project.

B. In the table that follows, the tasks identified for the “CxA” include the Commissioning

Project Manager, Commissioning Technical Lead, or other Commissioning Specialists and sub-consultants as directed by the CxA.

C. In the table that follows, the tasks identified for the “Design Team” include the design build Architect, MEP Engineer, Civil Engineer or other design consultants as directed by the SRE and Architect.

D. In the table that follows, the tasks identified for “Contractor” include the design build

Contractor team including the Construction Project Manager, as well as the commissioning representatives for the installing sub-contractors, as directed by the SRE and the Construction Project Manager.

E. In the table that follows, the tasks identified for “DDC” include the Owner’s DDC Vendor as directed by the SRE and CPM.

F. In the table that follows, the tasks identified for “TAB” include the Owner’s TAB Vendor as directed by the SRE or CPM.

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Commissioning Team Roles and Responsibilities

Cx Task Description Team Member

Responsibility

Design Commissioning Specifications

Division 11, Division 23, Division 26

Prepare Commissioning Specification “Section 01 91 00 – General Commissioning Requirements” to be included in project manual.

PM • Review, comment and approve Cx specifications as part of project manual review.

Design Preliminary Commissioning Plan

Prepare Preliminary Commissioning Plan that describes the Commissioning Process, Commissioning Team with specific Roles and Responsibilities.

The Commissioning Plan will include description of systems to be commissioned.

PM • Review Cx Plan

• Provide comments to CxA.

Design Final Commissioning Plan

Based on the final construction documents, update the preliminary Commissioning Plan to identify specific systems to be commissioned. The final Commissioning Plan will also include specific individual roles and responsibilities and preliminary Pre- Functional Checklists and Functional Test Plans for systems to be commissioned.

PM • Review and approve Commissioning Plan.

• Provide comments to CxA and QA.

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Cx Task Description Team Member

Responsibility

CxA • Prepare Final Commissioning Plan.

• Prepare preliminary Pre-Functional Checklists

• Prepare Preliminary Systems Functional Performance Test procedures.

• Issue to PM and QA.

• Incorporate comments into Cx Plan revisions as necessary.

Design Team

• Review Cx Plan relative to Design Team roles and responsibilities.

• Provide comments to PM and CxA.

Contractor • Review Cx Plan relative to Contractor and installing sub-contractor’s roles and responsibilities.

• Provide comments to PM and CxA.

DDC • Review Cx Plan relative to DDC roles and responsibilities.

• Provide comments to QA and CxA.

TAB • Review Cx Plan relative to DDC roles and responsibilities.

QA and CxA.

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Cx Task Description Team Member

Responsibility

Construction Construction Commissioning Kick Off meeting

Conduct an initial commissioning meeting with all contractors and commissioning team members. The purpose of the meeting will be to establish the purpose and proposed process for commissioning this facility in the construction, acceptance and warranties phases of the project. Review the individual roles and responsibilities of each participating commissioning team member as specified in the Construction Documents.

SRE • Schedule, facilitate and attend meeting.

CxA • Conduct meeting.

• Prepare, present and discuss commissioning tasks, roles and responsibilities.

• Prepare meeting agenda and minutes.

Design Team

• Attend meeting.

Contractor • Attend meeting.

DDC • Attend meeting

TAB • Attend meeting

Construction Duration Schedule for Commissioning Activities

Based on the final Commissioning Plan, prepare a duration schedule to show the duration, predecessors and successors for commissioning activities. This duration schedule will be provided to the Construction Manager to include commissioning activities in the project construction schedule.

This will allow

SRE • Review commissioning schedule data.

• Coordinate with Contractor to incorporate commissioning activities into project schedule.

CxA • Prepare and issue commissioning activities schedule, including durations and predecessors.

• Review project schedule prepared by Contractor.

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Cx Task Description Team Member

Responsibility commissioning activities to be smoothly…