Section 01 91 00 General Commissioning Requirements Amendment A00001.pdf

VA Medical Center, Palo Alto, California

Solicitation No. 36C10F21R0035

Centers for Ambulatory Care, Polytrauma & Blind Rehabilitation

Building 500 Lighting Control System Retrofit – Design Build

DESIGN BUILD DOCUMENTS

Amendment 001 01 91 00 - 1

SECTION 01 91 00

GENERAL COMMISSIONING REQUIREMENTS

PART 1 - GENERAL

1.1 COMMISSIONING DESCRIPTION

A. This Section 01 91 00 GENERAL COMMISSIONING REQUIREMENTS shall form the basis of the construction phase commissioning process and procedures.

The Resident Engineer shall add, modify, and refine the commissioning procedures, as approved by the Department of Veterans Affairs (VA), to suit field conditions and actual manufacturer's equipment, incorporate test data and procedure results, and provide detailed scheduling for all commissioning tasks.

B. The Contractor shall coordinate the work required by individual specification sections with the commissioning services requirements specified herein.

C. Where individual testing, adjusting, or related services are required in the project specifications and not specifically required by this commissioning requirements specification, the specified services shall be provided and copies of documentation, as required by those specifications shall be submitted to the VA to be indexed for future reference.

D. Where training or educational services for VA are required and specified in other sections of the specifications, including but not limited to Division 26, these services are intended to be provided in addition to the training and educational services specified herein.

E. Commissioning is a systematic process of verifying that the building system performs interactively according to the construction documents and the VA’s operational needs. The commissioning process shall encompass and coordinate the system documentation, performance testing and training. Commissioning during the construction and post-occupancy phases is intended to achieve the following specific objectives according to the contract documents:

1. Verify that the applicable equipment and systems are is installed in accordance with the contact documents and according to the manufacturer's recommendations.

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2. Verify and document proper integrated performance of equipment and systems.

3. Verify that Operations & Maintenance documentation is complete.

4. Verify that all components requiring servicing can be accessed, serviced and removed without disturbing nearby components including ducts, piping, cabling or wiring.

5. Verify that the VA’s operating personnel are adequately trained to enable them to operate, monitor, adjust, maintain, and repair the system in an effective and energy-efficient manner.

6. Document the successful achievement of the commissioning objectives listed above.

F. The commissioning process does not take away from or reduce the responsibility of the Contractor to provide a finished and fully functioning product.

1.3 RELATED WORK

A. Section 01 00 00 GENERAL REQUIREMENTS.

B. Section 01 32.16.17 PROJECT SCHEDULES (SMALL PROJECTS- DESIGN/BUILD)

C. Section 01 33 23 SHOP DRAWINGS, PRODUCT DATA, AND SAMPLES

D. Section 26 08 00 ELECTRICAL COMMISSIONING

E. Section 26 09 23 LIGHTING CONTROL SYSTEMS

1.4 SUMMARY

A. This Section includes general requirements that apply to implementation of commissioning without regard to systems, subsystems, and equipment being commissioned.

B. The commissioning activities have been developed to support the VA requirements to meet guidelines for Federal Leadership in

Environmental, Energy, and Economic Performance.

1.5 ACRONYMS

List of Acronyms

Acronym Meaning

A/E Architect / Engineer Design Team

AHJ Authority Having Jurisdiction

ASHRAE

Association Society for Heating Air Condition and

Refrigeration Engineers

BOD Basis of Design

Amendment 001 01 91 00 - 3

List of Acronyms

Acronym Meaning

BSC Building Systems Commissioning

CCTV Closed Circuit Television

CD Construction Documents

CMMS Computerized Maintenance Management System

CO Contracting Officer (VA)

COR Contracting Officer’s Representative (see also VA-RE)

COBie Construction Operations Building Information Exchange

CPC Construction Phase Commissioning

Cx Commissioning

CxA Commissioning Agent

CxM Commissioning Manager

CxR Commissioning Representative

DPC Design Phase Commissioning

FPT Functional Performance Test

GBI-GG Green Building Initiative - Green Globes

HVAC Heating, Ventilation, and Air Conditioning

LEED Leadership in Energy and Environmental Design

NC Department of Veterans Affairs National Cemetery

NCA

Department of Veterans Affairs National Cemetery

Administration

NEBB National Environmental Balancing Bureau

O&M Operations & Maintenance

OPR Owner’s Project Requirements

PFC Pre-Functional Checklist

PFT Pre-Functional Test

SD Schematic Design

SO Site Observation

TAB Test Adjust and Balance

VA Department of Veterans Affairs

VAMC VA Medical Center

VA CFM VA Office of Construction and Facilities Management

VACO VA Central Office

VA PM VA Project Manager

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List of Acronyms

Acronym Meaning

VA-RE VA Resident Engineer

USGBC United States Green Building Council

1.6 DEFINITIONS

Acceptance Phase Commissioning: Commissioning tasks executed after most construction has been completed, most Site Observations and Static

Tests have been completed and Pre-Functional Testing has been completed and accepted. The main commissioning activities performed during this phase are verification that the installed systems are functional by conducting Systems Functional Performance tests and Owner Training.

Accuracy: The capability of an instrument to indicate the true value of a measured quantity.

Back Check: A back check is a verification that an agreed upon solution to a design comment has been adequately addressed in a subsequent design review

Basis of Design (BOD): The Engineer’s Basis of Design is comprised of two components: the Design Criteria and the Design Narrative, these documents record the concepts, calculations, decisions, and product selections used to meet the Owner’s Project Requirements (OPR) and to satisfy applicable regulatory requirements, standards, and guidelines.

Benchmarks: Benchmarks are the comparison of a building’s energy usage to other similar buildings and to the building itself.. For example, ENERGY STAR Portfolio Manager is a frequently used and nationally recognized building energy benchmarking tool.

Building Information Modeling (BIM): Building Information Modeling is a parametric database which allows a building to be designed and constructed virtually in 3D, and provides reports both in 2D views and as schedules. This electronic information can be extracted and reused for pre-populating facility management CMMS systems. Building Systems

Commissioning (BSC): NEBB acronym used to designate its commissioning program.

Calibrate: The act of comparing an instrument of unknown accuracy with a standard of known accuracy to detect, correlate, report, or eliminate by adjustment any variation in the accuracy of the tested instrument.

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CCTV: Closed circuit Television. Normally used for security surveillance and alarm detections as part of a special electrical security system.

COBie: Construction Operations Building Information Exchange (COBie) is an electronic industry data format used to transfer information developed during design, construction, and commissioning into the

Computer Maintenance Management Systems (CMMS) used to operate facilities. See the Whole Building Design Guide website for further information (http://www.wbdg.org/resources/cobie.php)

Commissionability: Defines a design component or construction process that has the necessary elements that will allow a system or component to be effectively measured, tested, operated and commissioned

Commissioning Agent (CxA): The qualified Commissioning Professional who administers the Cx process by managing the Cx team and overseeing the

Commissioning Process. Where CxA is used in this specification it means the Commissioning Agent, members of his staff or appointed members of the commissioning team. Note that LEED uses the term Commissioning

Authority in lieu of Commissioning Agent.

Commissioning Checklists: Lists of data or inspections to be verified to ensure proper system or component installation, operation, and function. Verification checklists are developed and used during all phases of the commissioning process to verify that the Owner’s Project

Requirements (OPR) is being achieved.

Commissioning Design Review: The commissioning design review is a collaborative review of the design professionals design documents for items pertaining to the following: owner’s project requirements; basis of design; operability and maintainability (O&M) including documentation; functionality; training; energy efficiency, control systems’ sequence of operations including building automation system features; commissioning specifications and the ability to functionally test the systems.

Commissioning Issue: A condition identified by the Commissioning Agent or other member of the Commissioning Team that adversely affects the commissionability, operability, maintainability, or functionality of a system, equipment, or component. A condition that is in conflict with

Amendment 001 01 91 00 - 6 the Contract Documents and/or performance requirements of the installed systems and components. (See also – Commissioning Observation).

Commissioning Manager (CxM): A qualified individual appointed by the

Contractor to manage the commissioning process on behalf of the

Contractor.

Commissioning Observation: An issue identified by the Commissioning

Agent or other member of the Commissioning Team that does not conform to the project OPR, contract documents or standard industry best practices. (See also Commissioning Issue)

Commissioning Plan: A document that outlines the commissioning process, commissioning scope and defines responsibilities, processes, schedules, and the documentation requirements of the Commissioning Process.

Commissioning Process: A quality focused process for enhancing the delivery of a project. The process focuses upon verifying and documenting that the facility and all of its systems, components, and assemblies are planned, designed, installed, tested, can be operated, and maintained to meet the Owner's Project Requirements.

Commissioning Report: The final commissioning document which presents the commissioning process results for the project. Cx reports include an executive summary, the commissioning plan, issue log, correspondence, and all appropriate check sheets and test forms.

Commissioning Representative (CxR): An individual appointed by a sub-contractor to manage the commissioning process on behalf of the sub-contractor.

Commissioning Specifications: The contract documents that detail the objective, scope and implementation of the commissioning process as developed in the Commissioning Plan.

Commissioning Team: Individual team members whose coordinated actions are responsible for implementing the Commissioning Process.

Construction Phase Commissioning: All commissioning efforts executed during the construction process after the design phase and prior to the

Acceptance Phase Commissioning.

Contract Documents (CD): Contract documents include design and construction contracts, price agreements and procedure agreements.

Contract Documents also include all final and complete drawings, Amendment 001 01 91 00 - 7 specifications and all applicable contract modifications or supplements.

Construction Phase Commissioning (CPC): All commissioning efforts executed during the construction process after the design phase and prior to the Acceptance Phase Commissioning.

Coordination Drawings: Drawings showing the work of all trades that are used to illustrate that equipment can be installed in the space allocated without compromising equipment function or access for maintenance and replacement. These drawings graphically illustrate and dimension manufacturers’ recommended maintenance clearances. On mechanical projects, coordination drawings include structural steel, ductwork, major piping and electrical conduit and show the elevations and locations of the above components.

Data Logging: The monitoring and recording of temperature, flow, current, status, pressure, etc. of equipment using stand-alone data recorders.

Deferred System Test: Tests that cannot be completed at the end of the acceptance phase due to ambient conditions, schedule issues or other conditions preventing testing during the normal acceptance testing period.

Deficiency: See “Commissioning Issue”.

Design Criteria: A listing of the VA Design Criteria outlining the project design requirements, including its source. These are used during the design process to show the design elements meet the OPR.

Design Intent: The overall term that includes the OPR and the BOD. It is a detailed explanation of the ideas, concepts, and criteria that are defined by the owner to be important. The design intent documents are utilized to provide a written record of these ideas, concepts and criteria.

Design Narrative: A written description of the proposed design solutions that satisfy the requirements of the OPR.

Design Phase Commissioning (DPC): All commissioning tasks executed during the design phase of the project.

Environmental Systems: Systems that use a combination of mechanical equipment, airflow, water flow and electrical energy to provide heating, ventilating, air conditioning, humidification, and

Amendment 001 01 91 00 - 8 dehumidification for the purpose of human comfort or process control of temperature and humidity.

Executive Summary: A section of the Commissioning report that reviews the general outcome of the project. It also includes any unresolved issues, recommendations for the resolution of unresolved issues and all deferred testing requirements.

Functionality: This defines a design component or construction process which will allow a system or component to operate or be constructed in a manner that will produce the required outcome of the OPR.

Functional Test Procedure (FTP): A written protocol that defines methods, steps, personnel, and acceptance criteria for tests conducted on components, equipment, assemblies, systems, and interfaces among systems.

Industry Accepted Best Practice: A design component or construction process that has achieved industry consensus for quality performance and functionality. Refer to the current edition of the NEBB Design

Phase Commissioning Handbook for examples.

Installation Verification: Observations or inspections that confirm the system or component has been installed in accordance with the contract documents and to industry accepted best practices.

Integrated System Testing: Integrated Systems Testing procedures entail testing of multiple integrated systems performance to verify proper functional interface between systems. Typical Integrated Systems

Testing includes verifying that building systems respond properly to loss of utility, transfer to emergency power sources, re-transfer from emergency power source to normal utility source; interface between HVAC controls and Fire Alarm systems for equipment shutdown, interface between Fire Alarm system and elevator control systems for elevator recall and shutdown; interface between Fire Alarm System and Security

Access Control Systems to control access to spaces during fire alarm conditions; and other similar tests as determined for each specific project.

Issues Log: A formal and ongoing record of problems or concerns – and their resolution – that have been raised by members of the

Commissioning Team during the course of the Commissioning Process.

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Lessons Learned Workshop: A workshop conducted to discuss and document project successes and identify opportunities for improvements for future projects.

Maintainability: A design component or construction process that will allow a system or component to be effectively maintained. This includes adequate room for access to adjust and repair the equipment.

Maintainability also includes components that have readily obtainable repair parts or service.

Manual Test: Testing using hand-held instruments, immediate control system readouts or direct observation to verify performance (contrasted to analyzing monitored data taken over time to make the ‘observation’).

Owner’s Project Requirements (OPR): A written document that details the project requirements and the expectations of how the building and its systems will be used and operated. These include project goals, measurable performance criteria, cost considerations, benchmarks, success criteria, and supporting information.

Peer Review: A formal in-depth review separate from the commissioning review processes. The level of effort and intensity is much greater than a typical commissioning facilitation or extended commissioning review. The VA usually hires an independent third-party (called the

IDIQ A/E) to conduct peer reviews.

Precision: The ability of an instrument to produce repeatable readings of the same quantity under the same conditions. The precision of an instrument refers to its ability to produce a tightly grouped set of values around the mean value of the measured quantity.

Pre-Design Phase Commissioning: Commissioning tasks performed prior to the commencement of design activities that includes project programming and the development of the commissioning process for the project

Pre-Functional Checklist (PFC): A form used by the contractor to verify that appropriate components are onsite, correctly installed, set up, calibrated, functional and ready for functional testing.

Pre-Functional Test (PFT): An inspection or test that is done before functional testing. PFT’s include installation verification and system and component start up tests.

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Procedure or Protocol: A defined approach that outlines the execution of a sequence of work or operations. Procedures are used to produce repeatable and defined results.

Range: The upper and lower limits of an instrument’s ability to measure the value of a quantity for which the instrument is calibrated.

Resolution: This word has two meanings in the Cx Process. The first refers to the smallest change in a measured variable that an instrument can detect. The second refers to the implementation of actions that correct a tested or observed deficiency.

Site Observation Visit: On-site inspections and observations made by the Commissioning Agent for the purpose of verifying component, equipment, and system installation, to observe contractor testing, equipment start-up procedures, or other purposes.

Site Observation Reports (SO): Reports of site inspections and observations made by the Commissioning Agent. Observation reports are intended to provide early indication of an installation issue which will need correction or analysis.

Special System Inspections: Inspections required by a local code authority prior to occupancy and are not normally a part of the commissioning process.

Static Tests: Tests or inspections that validate a specified static condition such as pressure testing. Static tests may be specification or code initiated.

Start Up Tests: Tests that validate the component or system is ready for automatic operation in accordance with the manufactures requirements.

Systems Manual: A system-focused composite document that includes all information required for the owners operators to operate the systems.

Test Procedure: A written protocol that defines methods, personnel, and expectations for tests conducted on components, equipment, assemblies, systems, and interfaces among systems.

Testing: The use of specialized and calibrated instruments to measure parameters such as: temperature, pressure, vapor flow, air flow, fluid flow, rotational speed, electrical characteristics, velocity, and other data in order to determine performance, operation, or function.

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Testing, Adjusting, and Balancing (TAB): A systematic process or service applied to heating, ventilating and air-conditioning (HVAC) systems and other environmental systems to achieve and document air and hydronic flow rates. The standards and procedures for providing these services are referred to as “Testing, Adjusting, and Balancing” and are described in the Procedural Standards for the Testing, Adjusting and

Balancing of Environmental Systems, published by NEBB or AABC.

Thermal Scans: Thermographic pictures taken with an Infrared

Thermographic Camera. Thermographic pictures show the relative temperatures of objects and surfaces and are used to identify leaks, thermal bridging, thermal intrusion, electrical overload conditions, moisture containment, and insulation failure.

Training Plan: A written document that details, in outline form the expectations of the operator training. Training agendas should include instruction on how to obtain service, operate, startup, shutdown and maintain all systems and components of the project.

Trending: Monitoring over a period of time with the building automation system.

Unresolved Commissioning Issue: Any Commissioning Issue that, at the time that the Final Report or the Amended Final Report is issued that has not been either resolved by the construction team or accepted by the VA. Validation: The process by which work is verified as complete and operating correctly:

1. First party validation occurs when a firm or individual verifying the task is the same firm or individual performing the task.

2. Second party validation occurs when the firm or individual verifying the task is under the control of the firm performing the task or has other possibilities of financial conflicts of interest in the resolution (Architects, Designers, General Contractors and Third

Tier Subcontractors or Vendors).

3. Third party validation occurs when the firm verifying the task is not associated with or under control of the firm performing or designing the task.

Verification: The process by which specific documents, components, equipment, assemblies, systems, and interfaces among systems are

Amendment 001 01 91 00 - 12 confirmed to comply with the criteria described in the Owner’s Project

Requirements.

Warranty Phase Commissioning: Commissioning efforts executed after a project has been completed and accepted by the Owner. Warranty Phase

Commissioning includes follow-up on verification of system performance, measurement and verification tasks and assistance in identifying warranty issues and enforcing warranty provisions of the construction contract.

Warranty Visit: A commissioning meeting and site review where all outstanding warranty issues and deferred testing is reviewed and discussed.

Whole Building Commissioning: Commissioning of building systems such as

Building Envelope, HVAC, Electrical, Special Electrical (Fire Alarm, Security & Communications), Plumbing and Fire Protection as described in this specification.

1.7 SYSTEMS TO BE COMMISSIONED

A. Commissioning of a system specified for this project is part of the construction process. Documentation and testing of these systems, as well as training of the VA’s Operation and Maintenance personnel, is required in cooperation with the VA.

B. The following systems will be commissioned as part of this project:

Lighting & Lighting

Control Systems

Emergency lighting, occupancy sensors, lighting control systems, architectural dimming systems, theatrical dimming systems, exterior lighting and controls

1.8 COMMISSIONING TEAM

A. The commissioning team shall consist of, but not be limited to, representatives of Contractor, including Project Superintendent and subcontractors, installers, schedulers, suppliers, and specialists deemed appropriate by the Department of Veterans Affairs (VA).

B. Members Appointed by Contractor:

1. Contractor’ Commissioning Manager: The designated person, company, or entity that plans, schedules and coordinates the commissioning activities for the construction team.

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2. Contractor’s Commissioning Representative(s): Individual(s), each having authority to act on behalf of the entity he or she represents, explicitly organized to implement the commissioning process through coordinated actions.

C. Members Appointed by VA:

1. Commissioning Agent Resident Engineer: The designated person, company, or entity that plans, schedules, and coordinates the commissioning team to implement the commissioning process. The VA will engage the CxA under a separate contract.

2. User: Representatives of the facility user and operation and maintenance personnel.

3. A/E: Representative of the Architect and engineering design professionals.

1.9 VA'S COMMISSIONING RESPONSIBILITIES

A. Appoint an individual, company or firm to act as the Commissioning

Agent.

B. Assign operation and maintenance personnel and schedule them to participate in commissioning team activities including, but not limited to, the following:

1. Coordination meetings.

2. Training in operation and maintenance of systems, subsystems, and equipment.

3. Testing meetings.

4. Witness and assist in System Functional Performance Testing.

5. Demonstration of operation of system, subsystem, and equipment.

1.10 CONTRACTOR'S COMMISSIONING RESPONSIBILITIES

A. The Contractor shall assign a Commissioning Manager to manage commissioning activities of the Contractor, and subcontractors.

B. The Contractor shall ensure that the commissioning responsibilities outlined in these specifications are included in all subcontracts and that subcontractors comply with the requirements of these specifications.

C. Prepare the commissioning plan.

D. Convene commissioning team meetings for the purpose of coordination, communication, and conflict resolution; discuss status of the commissioning processes. Responsibilities include arranging for

Amendment 001 01 91 00 - 14 facilities, preparing agenda and attendance lists, and notifying participants. The Contractor shall prepare and distribute minutes to commissioning team members and attendees within five workdays of the commissioning meeting.

E. At the beginning of the construction phase, conduct an initial construction phase coordination meeting for the purpose of reviewing the commissioning activities and establishing tentative schedules for operation and maintenance submittals; operation and maintenance training sessions; Pre-Functional Checklists, Systems Functional

Performance Testing; and project completion.

F. Observe construction and report progress, observations and issues.

Observe system installation for adequate accessibility for maintenance and component replacement or repair, and for general conformance with the Construction Documents.

G. The Contractor shall ensure that each installing subcontractor shall assign representatives with expertise and authority to act on behalf of the subcontractor and schedule them to participate in and perform commissioning team activities including, but not limited to, the following:

1. Participate in commissioning coordination meeting(s).

2. Conduct operation and maintenance training sessions in accordance with approved training plans.

3. Verify that Work is complete and systems are operational according to the Contract Documents, including calibration of instrumentation and controls.

4. Evaluate commissioning issues and commissioning observations identified in the Commissioning Issues Log, field reports, test reports or other commissioning documents. In collaboration with entity responsible for system and equipment installation, recommend corrective action.

5. Review and comment on commissioning documentation.

6. Participate in meetings to coordinate System Functional Performance

Testing.

7. Provide schedule for operation and maintenance data submittals, and testing to Commissioning Agent for incorporation into the commissioning plan.

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8. Provide information to the Commissioning Agent for developing commissioning plan.

9. Participate in training sessions for VA's operation and maintenance personnel.

10. Provide technicians who are familiar with the construction and operation of installed systems and who shall develop specific test procedures to conduct Systems Functional Performance Testing of installed systems.

11. Prepare Project specific System Functional Performance Test procedures.

11. Test and Inspection Reports: The Commissioning Agent Contractor will record test data, observations, and measurements on Systems

Functional Performance Test Procedure. The report will also include recommendation for system acceptance or non-acceptance.

Photographs, forms, and other means appropriate for the application shall be included with data. Commissioning Agent will compile test and inspection reports and test and inspection certificates and include them in systems manual and commissioning report.

12. Prepare the Final Commissioning Report.

13. Compile test data, inspection reports, and certificates and include them in the systems manual and commissioning report.

1.11 COMMISSIONING AGENT’S RESPONSIBILITIES

A. Organize and lead the commissioning team.

B. Prepare the commissioning plan. See Paragraph 1.11-A of this specification Section for further information.

C. Review and comment on selected submittals from the Contractor for general conformance with the Construction Documents. Review and comment on the ability to test and operate the system and/or equipment, including providing gages, controls and other components required to operate, maintain, and test the system. Review and comment on performance expectations of systems and equipment and interfaces between systems relating to the Construction Documents.

D. Prepare Project specific Pre-Functional Checklist and System Functional

Performance Test procedures.

E. Coordinate System Functional Performance Testing schedule with the

Contractor.

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F. Witness selected systems startups.

G. Verify selected Pre-Functional Checklist completed and submitted by the

Contractor.

H. Witness and document Systems Functional Performance Testing.

I. Review and comment on operation and maintenance (O&M) documentation and systems manual outline for compliance with the Contract Documents.

Operation and maintenance documentation requirements are specified in

Paragraph 1.25, Section 01 00 00 GENERAL REQUIREMENTS.

J. Review operation and maintenance training program developed by the

Contractor. Verify training plan provides qualified instructor to conduct operation and maintenance training.

K. Prepare commissioning Field Observation Reports.

L. Assemble the final commissioning documentation, including the Final

Commissioning Report and Addendum to the Final Commissioning Report.

1.12 COMMISSIONING DOCUMENTATION

A. Commissioning Plan: A document, prepared by Commissioning Agent, that outlines the schedule, allocation of resources, and documentation requirements of the commissioning process, and shall include, but is not limited, to the following:

1. Plan for delivery of submittals, systems manuals, and other documents and reports.

2. Description of the organization, layout, and content of commissioning documentation (including system manual) and a detailed description of documents to be provided along with identification of responsible parties.

3. Identification of systems and equipment to be commissioned.

4. Schedule of Commissioning Coordination meeting(s).

5. Identification of items that must be completed before the next operation can proceed.

6. Description of responsibilities of commissioning team members.

7. Description of observations to be made.

8. Description of requirements for operation and maintenance training.

9. Schedule for commissioning activities with dates coordinated with overall construction schedule.

10. Process and schedule for documenting changes on a continuous basis to appear in Project Record Documents.

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11. Process and schedule for completing prestart and startup checklists for systems, subsystems, and equipment to be verified and tested.

12. Preliminary Systems Functional Performance Test procedures.

B. Systems Functional Performance Test Procedures: The Commissioning

Agent will develop Systems Functional Performance Test Procedures for each system to be commissioned. Systems Functional Performance Test

Procedures will include a separate entry, with space for comments, for each item to be tested. The Systems Performance Test Procedure will include test procedures for each mode of operation and provide space to indicate whether the mode under test responded as required. Each

System Functional Performance Test procedure, regardless of system, subsystem, or equipment being tested, shall include, but not be limited to, the following:

1. Name and identification code of tested system.

2. Test number.

3. Time and date of test.

4. Indication of whether the record is for a first test or retest following correction of a problem or issue.

5. Dated signatures of the person performing test and of the witness, if applicable.

6. Individuals present for test.

7. Observations and Issues.

8. Issue number, if any, generated as the result of test.

C. Pre-Functional Checklists: The Commissioning Agent will prepare Pre-

Functional Checklists. Pre-Functional Checklists shall be completed and signed by the Contractor, verifying that systems, subsystems, equipment, and associated controls are ready for testing. The

Commissioning Agent will spot check Pre-Functional Checklists to verify accuracy and readiness for testing. Inaccurate or incomplete Pre-

Functional Checklists shall be returned to the Contractor for correction and resubmission.

D. Corrective Action Documents: The Commissioning Agent will document corrective action taken for systems and equipment that fail tests. The documentation will include any required modifications to systems and equipment and/or revisions to test procedures, if any. The

Commissioning Agent will witness and document any retesting of systems

Amendment 001 01 91 00 - 18 and/or equipment requiring corrective action and Contractor shall document retest results. Contractor is liable for any costs incurred by the VA for retesting. These costs may include additional fees to the

A/E.

E. Commissioning Issues Log: The Commissioning Agent will prepare and maintain Commissioning Issues Log that describes Commissioning Issues and Commissioning Observations that are identified during the

Commissioning process. These observations and issues include, but are not limited to, those that are at variance with the Contract Documents.

The Commissioning Issues Log will identify and track issues as they are encountered, the party responsible for resolution, progress toward resolution, and document how the issue was resolved. The Master

Commissioning Issues Log will also track the status of unresolved issues.

1. Creating an Commissioning Issues Log Entry:

a. Identify the issue with unique numeric or alphanumeric identifier by which the issue may be tracked.

b. Assign a descriptive title for the issue.

c. Identify date and time of the issue.

d. Identify test number of test being performed at the time of the observation, if applicable, for cross reference.

e. Identify system, subsystem, and equipment to which the issue applies.

f. Identify location of system, subsystem, and equipment.

g. Include information that may be helpful in diagnosing or evaluating the issue.

h. Note recommended corrective action.

i. Identify commissioning team member responsible for corrective action.

j. Identify expected date of correction.

k. Identify person that identified the issue.

2. Documenting Issue Resolution:

a. Log date correction is completed or the issue is resolved.

b. Describe corrective action or resolution taken. Include description of diagnostic steps taken to determine root cause of the issue, if any.

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c. Identify changes to the Contract Documents that may require action.

d. State that correction was completed and system, subsystem, and equipment are ready for retest, if applicable.

e. Identify person(s) who corrected or resolved the issue.

f. Identify person(s) verifying the issue resolution.

F. Final Commissioning Report: The Commissioning Agent will document results of the commissioning process, including unresolved issues, and performance of systems and subsystems, and equipment. The

Commissioning Report will indicate whether system and subsystems, and equipment has been properly installed and is performing according to the Contract Documents. This report will be used by the Department of

Veterans Affairs when determining that the system will be accepted.

This report will be used to evaluate systems, subsystems, and equipment and will serve as a future reference document during VA occupancy and operation. It shall describe components and performance that exceed requirements of the Contract Documents and those that do not meet requirements of the Contract Documents. The commissioning report will include, but is not limited to, the following:

1. Lists and explanations of substitutions; compromises; variances with the Contract Documents; record of conditions; and, if appropriate, recommendations for resolution.

2. Commissioning plan.

3. Pre-Functional Checklists completed by the Contractor, with annotation of the Commissioning Agent/Resident Engineer review and spot check.

4. Systems Functional Performance Test Procedures, with annotation of test results and test completion.

5, Commissioning Issues Log.

G. Systems Manual: The Commissioning Agent will gather required information and compile the Systems Manual. The Systems Manual will include, but is not limited to, the following:

1. Design Narrative, including system narratives, schematics, single-line diagrams, flow diagrams, equipment schedules, and changes made throughout the Project.

2. Reference to Final Commissioning Plan.

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3. Reference to Final Commissioning Report.

4. Approved Operation and Maintenance Data as submitted by the

Contractor.

1.13 SUBMITTALS

A. Final Commissioning Plan Submittal: Based on the Final Construction

Documents and the Contractor’s project team, the Commissioning Agent will prepare the Final Commissioning Plan as described in this section.

The Commissioning Agent electronic files of Final Commissioning Plan.

The Contractor shall review the Commissioning Plan and provide any comments to the VA. The Commissioning Agent will incorporate review comments into the Final Commissioning Plan as directed by the VA.

B. Systems Functional Performance Test Procedure: The Commissioning Agent will submit preliminary Systems Functional Performance Test Procedures to the Contractor, and the VA for review and comment. The Contractor shall return review comments to the VA and the Commissioning Agent.

The VA will also return review comments to the Commissioning Agent. The

Commissioning Agent will incorporate review comments into the Final

Systems Functional Test Procedures to be used in Systems Functional

Performance Testing.

C. Pre-Functional Checklists: The Commissioning Agent will submit Pre-

Functional Checklists to be completed by the Contractor.

D. Test and Inspection Reports: The Commissioning Agent will submit test and inspection reports to the VA with copies to the Contractor and the

Architect/Engineer.

E. Corrective Action Documents: The Commissioning Agent will submit corrective action documents to the VA Resident Engineer with copies to the Contractor and Architect.

F. Preliminary Commissioning Report Submittal: The Commissioning Agent will submit three electronic copies of the preliminary commissioning report. One electronic copy, with review comments, will be returned to the Commissioning Agent for preparation of the final submittal.

G. Final Commissioning Report Submittal: The Commissioning Agent will submit four sets of electronically formatted information of the final commissioning report to the VA. The final submittal will incorporate comments as directed by the VA.

H. Data for Commissioning:

Amendment 001 01 91 00 - 21

1. The Commissioning Agent will request in writing from the Contractor specific information needed about each piece of commissioned equipment or system to fulfill requirements of the Commissioning

Plan.

2. The Commissioning Agent may request further documentation as is necessary for the commissioning process or to support other VA data collection requirements, including Construction Operations Building

Information Exchange (COBIE), Building Information Modeling (BIM), etc.

1.14 COMMISSIONING PROCESS

A. The Commissioning Agent will be responsible for the overall management of the commissioning process as well as coordinating scheduling of commissioning tasks with the VA and the Contractor. As directed by the

VA, the Contractor shall incorporate Commissioning tasks, including, but not limited to, Systems Functional Performance Testing (including predecessors) with the Master Construction Schedule.

B. Within 14 calendar days of contract award, the Contractor shall designate a specific individual as the Commissioning Manager (CxM) to manage and lead the commissioning effort on behalf of the Contractor.

The Commissioning Manager shall be the single point of contact and communications for all commissioning related services by the

Contractor.

C. Within 30 calendar days of contract award, the Contractor shall ensure that each subcontractor designates specific individuals as

Commissioning Representatives (CXR) to be responsible for commissioning related tasks. The Contractor shall ensure the designated Commissioning

Representatives participate in the commissioning process as team members providing commissioning testing services, equipment operation, adjustments, and corrections if necessary. The Contractor shall ensure that all Commissioning Representatives shall have sufficient authority to direct their respective staff to provide the services required, and to speak on behalf of their organizations in all commissioning related contractual matters.

Amendment 001 01 91 00 - 22

1.15 QUALITY ASSURANCE

A. Instructor Qualifications: Factory authorized service representatives shall be experienced in training, operation, and maintenance procedures for installed systems, subsystems, and equipment.

B. Test Equipment Calibration: The Contractor shall comply with test equipment manufacturer's calibration procedures and intervals.

Recalibrate test instruments immediately whenever instruments have been repaired following damage or dropping. Affix calibration tags to test instruments. Instruments shall have been calibrated within six months prior to use.

1.16 COORDINATION

A. Management: The Commissioning Agent will coordinate the commissioning activities with the VA and Contractor. The Commissioning Agent will submit commissioning documents and information to the VA. All commissioning team members shall work together to fulfill their contracted responsibilities and meet the objectives of the contract documents.

B. Scheduling: The Contractor shall work with the Commissioning Agent and the VA to incorporate the commissioning activities into the construction schedule. The Commissioning Agent will provide sufficient information (including, but not limited to, tasks, durations and predecessors) on commissioning activities to allow the Contractor and the VA to schedule commissioning activities. All parties shall address scheduling issues and make necessary notifications in a timely manner in order to expedite the project and the commissioning process. The

Contractor shall update the Master Construction as directed by the VA.

PART 2 - PRODUCTS

2.1 TEST EQUIPMENT

A. The Contractor shall provide all standard and specialized testing equipment required to perform Systems Functional Performance Testing.

Test equipment required for Systems Functional Performance Testing will be identified in the detailed System Functional Performance Test

Procedure prepared by the Commissioning Agent.

B. Data logging equipment and software required to test equipment shall be provided by the Contractor.

Amendment 001 01 91 00 - 23

C. All testing equipment shall be of sufficient quality and accuracy to test and/or measure system performance with the tolerances specified in the Specifications. All equipment shall be calibrated according to the manufacturer's recommended intervals and following any repairs to the equipment. Calibration tags shall be affixed or certificates readily available.

Amendment 001 01 91 00 - 24

PART 3 - EXECUTION

3.1 COMMISSIONING PROCESS ROLES AND RESPONSIBILITIES

A. The following table outlines the roles and responsibilities for the Commissioning Team members during the Construction Phase:

Construction Phase CxA = Commissioning Agent

RE = Resident Engineer

A/E = Design Arch/Engineer

PC = Prime Contractor

O&M = Gov’t Facility O&M

L = Lead

P = Participate

A = Approve

R = Review

O = Optional

Commissioning Roles & Responsibilities

Category Task Description CxA RE A/E PC O&M Notes

Meetings Construction Commissioning Kick Off meeting L A O P O

Commissioning Meetings L A O P O

Project Progress Meetings P A O L O

Controls Meeting R A O L O

Coordination Coordinate with [OGC's, AHJ, Vendors, etc.] to ensure that Cx interacts properly with other systems as needed.

to support the OPR and BOD.

P A O L N/A

Cx Plan & Spec Final Commissioning Plan R A O L O

Schedules Duration Schedule for Commissioning

Activities R A O L N/A

Amendment 001 01 91 00 - 25

Construction Phase CxA = Commissioning Agent

RE = Resident Engineer

A/E = Design Arch/Engineer

PC = Prime Contractor

O&M = Gov’t Facility O&M

L = Lead

P = Participate

A = Approve

R = Review

O = Optional

Commissioning Roles & Responsibilities

Category Task Description CxA RE A/E PC O&M Notes

OPR and BOD

Maintain OPR on behalf of Owner L A R R O Not Applicable

Maintain BOD/DID on behalf of Owner L A R R O Not Applicable

Document

Reviews

Submittal and Shop Drawing Review R A R L O

Review Change Orders, ASI, and RFI L A R R N/A

Site

Observations

Witness Factory Testing P A O L O

Construction Observation Site Visits L A R R O

Functional

Test Protocols

Final Pre-Functional Checklists L A R O

Contractor will populate checklist

Final Functional Performance Test

Protocols R A R L O

Amendment 001 01 91 00 - 26

Construction Phase CxA = Commissioning Agent

RE = Resident Engineer

A/E = Design Arch/Engineer

PC = Prime Contractor

O&M = Gov’t Facility O&M

L = Lead

P = Participate

A = Approve

R = Review

O = Optional

Commissioning Roles & Responsibilities

Category Task Description CxA RE A/E PC O&M Notes

Technical

Issues Resolution Meetings P A P L O

Reports and

Logs

Status Reports R A O L O

Maintain Commissioning Issues Log L A O R O

B. The following table outlines the roles and responsibilities for the Commissioning Team members during the Acceptance Phase:

Acceptance Phase CxA = Commissioning Agent

RE = Resident Engineer

A/E = Design Arch/Engineer

PC = Prime Contractor

O&M = Gov’t Facility O&M

L = Lead

P = Participate

A = Approve

R = Review

O = Optional

Commissioning Roles & Responsibilities

Category Task Description CxA RE A/E PC O&M Notes

Meetings Commissioning Meetings P A O L O

Project Progress Meetings P A O L O

Pre-Test Coordination Meeting P A O L O

Amendment 001 01 91 00 - 27

Acceptance Phase CxA = Commissioning Agent

RE = Resident Engineer

A/E = Design Arch/Engineer

PC = Prime Contractor

O&M = Gov’t Facility O&M

L = Lead

P = Participate

A = Approve

R = Review

O = Optional

Commissioning Roles & Responsibilities

Category Task Description CxA RE A/E PC O&M Notes

Lessons Learned and Commissioning

Report Review Meeting L A P P O

Coordination Coordinate with [OGC's, AHJ, Vendors, etc.] to ensure that Cx interacts properly with other systems as needed.

to support OPR and BOD

P P P L O

Cx Plan & Spec Maintain/Update Commissioning Plan R A R L O

Schedules Prepare Functional Test Schedule R A O L O

OPR and BOD

Maintain OPR on behalf of Owner L A R R O Not Applicable

Maintain BOD/DID on behalf of Owner L A R R O Not Applicable

Document

Reviews

Review Completed Pre-Functional

Checklists L A R R O

Pre-Functional Checklist Verification L A R R O

Review Operations & Maintenance Manuals L A O R R

Training Plan Review L A O R R

Warranty Review L A O R O

Amendment 001 01 91 00 - 28

Acceptance Phase CxA = Commissioning Agent

RE = Resident Engineer

A/E = Design Arch/Engineer

PC = Prime Contractor

O&M = Gov’t Facility O&M

L = Lead

P = Participate

A = Approve

R = Review

O = Optional

Commissioning Roles & Responsibilities

Category Task Description CxA RE A/E PC O&M Notes

Site

Observations

Construction Observation Site Visits L A R R O

Witness Selected Equipment Startup L A R R O

Functional

Testing

Systems Functional Performance Testing R A O L P

Retesting R A P L P

Technical

Issues Resolution Meetings P A P L O

Systems Training P A O L P

Reports and

Logs

Status Reports R A R L O

Maintain Commissioning Issues Log L A R L O

Final Commissioning Report R A R L R

Prepare Systems Manuals R A R L R

Amendment 001 01 91 00 - 29

3.2 STARTUP, INITIAL CHECKOUT, AND PRE-FUNCTIONAL CHECKLISTS

A. The following procedures shall apply to all equipment and systems to be commissioned, according to Part 1, Systems to Be Commissioned.

1. Pre-Functional Checklists are important to ensure that the equipment and systems are hooked up and operational. These ensure that Systems

Functional Performance Testing may proceed without unnecessary delays. Each system to be commissioned shall have a full Pre-

Functional Checklist completed by the Contractor prior to Systems

Functional Performance Testing. No sampling strategies are used.

a. The Pre-Functional Checklist will identify the trades responsible for completing the checklist. The Contractor shall ensure the appropriate trades complete the checklists.

b. The Commissioning Agent will review completed Pre-Functional

Checklists and field-verify the accuracy of the completed checklist using sampling techniques.

3.3 DEFICIENCIES, NONCONFORMANCE, AND APPROVAL IN CHECKLISTS AND STARTUP

A. The Contractor shall clearly list any outstanding items of the initial startup and Pre-Functional Checklist procedures that were not completed successfully, at the bottom of the procedures form or on an attached sheet. The procedures form and any outstanding deficiencies shall be provided to the VA and the Commissioning Agent within two days of completion.

B. The…