36C24919R0012-0003002.pdf

PROJECT NO. 596-332

DRAFT COMMISSIONING PLAN

Lexington VA Medical Center

Submitted by:

National Facility Solutions, LLC

12/2018

Commissioning Plan Lexington VA Medical Center – Leestown Division Continuing Care Facilities, Phase 1

National Facility Solutions, LLC 1

Table of Contents

A. EXECUTIVE SUMMARY

B. PROJECT DESCRIPTION

C. PURPOSE OF THE PLAN

D. COMMISSIONING GOALS AND OBJECTIVES

E. ABBREVIATIONS & DEFINITIONS

F. COMMISSIONING ACTIVITIES

G. COMMISSIONING SCOPE

H. COMMISSIONING TEAM INFORMATION

I. GENERAL MANAGEMENT PLAN

J. GENERAL DESCRIPTIONS OF THE ROLES OF THE COMMISSIONING TEAM

K. GENERAL MANAGEMENT PLAN PROTOCOLS

L. COMMISSIONING TEAM RESPONSIBILITIES

M. DELIVERABLES

N. COMMISSIONING PROCESS

1. DOCUMENTATION OF DESIGN NARRATIVE

2. COMMISSIONING SPECIFICATIONS

3. PREPARE COMMISSIONING PLAN

4. COMMISSIONING KICKOFF MEETING

5. CONSTRUCTION SITE VISITS

6. ISSUES LOG

7. PRE-FUNCTIONAL CHECKLISTS

8. FUNCTIONAL PERFORMANCE TESTING

9. FINAL COMMISSIONING REPORT

10. SCHEDULING

11. SEPARATE ATTACHMENTS – SUPPORTING COMMISSIONING DOCUMENTATION

O. APPENDICES

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A. EXECUTIVE SUMMARY

The commissioning for the Lexington VA Medical Center Leestown Division Continuing Care facilities (22,000 total sqft) will include the mechanical and associated controls, plumbing, fire protection, electrical lighting and power distribution, communication, fire alarm systems for the two buildings as well as building exterior closure and site utilities.

The scope of the commissioning includes design reviews, submittal review, on-site inspections, pre functional testing, functional testing, issues log, O&M manual review, preparation of systems manuals, and owner training plan review. As outlined within this commissioning plan, all systems included will be pre-functionally tested by the installing contractors and then functionally tested by National Facility Solutions (NFS) with the installing contractors. Prior to the functional testing NFS will visit the site to review the installation of building systems.

During the first site visit, a Kick Off meeting will take place with the commissioning team including the VA project manager and facilities teams, National Facility Solutions, the general contractor, mechanical, controls, test and balance, electrical, plumbing, fire alarm and fire protection contractors and subcontractors. The meeting will include an overview of the commissioning process, the current progress of construction, review of any unanswered questions relative to building systems and a review of the pre-functional and functional testing.

Prior to the next follow up site visit NFS will review submittals and prepare the functional test plan for review with the site team.

The commissioning process will follow the project construction schedule. During the construction, key milestone commissioning activities will be completed relative to the pace of the design and construction. These activities are listed below. The dates will be provided upon review of the project schedule.

Ø 12/19/18: Commissioning Plan Draft Issued Ø TBD: Commissioning Kick Off Meeting Ø TBD: Submission of Prefunctional Checklists Ø TBD: Submission of Functional Test Plans Ø TBD: Construction Site Visit Ø TBD: Functional Testing Ø TBD: Final Report

Should you have any questions or comments on the commissioning process, please feel free to contact Adelle Hancock at 612.599.5539 or ahancock@natfas.com.

B. PROJECT DESCRIPTION

Lexington VA Medical Center-Leestown is located approximately five miles from Lexington VA Medical Center- Cooper and offers inpatient Post-Traumatic Stress Disorder (PTSD) treatment, nursing home care, hospice and respite services, home based primary care, prosthetics and orthotics, geriatrics, optometry, mental health, and substance abuse treatment as well as primary care and women health.

This project will construct 22,000 square feet of Continuing Care facilities which consists of two “Green House” models approximately 11,000 square feet each. The project will also include site utilities, roads, parking, and infrastructure. The new units/houses will be designed using the latest "Green House" and patient centered care concepts and contain ten beds each. This project will provide preliminary site development design for six future houses and the main support facility to ensure value of the investment.

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The new HVAC systems will include a variable air volume air handling unit supplying VAV boxes with hot water reheat coils, building automation systems, gas-fired high-efficiency hot water boilers with pumps and piping, cabinet and unit heaters, radiant heaters and exhaust systems in each building.

The new plumbing systems include new plumbing fixtures, gas-fired domestic water heaters, circulating pumps, water/waste and vent piping systems in each building.

Fire protection will include a complete wet sprinkler system installed in both buildings.

The new electrical systems will include a new electrical service to the two buildings included in Phase 1 served from a medium voltage feeder that will be supplied from the existing medium voltage loop, with a transformer and switchgear. Generator power will be provided to both buildings from a new generator located adjacent to the buildings. Electrical power will be distributed to each building with power and lighting panels, automatic transfer switches, power distribution to lighting and lighting control systems, outlets and equipment, fire alarm and communication/security systems.

C. PURPOSE OF THE PLAN

The purpose of this Commissioning Plan is to provide clear direction to the commissioning team on the implementation, execution, validation and documentation of all commissioning activities associated with the delivery of a complete and fully functional facility. This plan begins with the commissioning activities to be conducted during the pre-construction phase and continues throughout construction and the acceptance phase.

At a minimum, this project specific plan accomplishes the following objectives:

1. Establishes the commissioning guidelines that the process will follow

2. Identifies the commissioning team

3. Lists all systems and components included within the process

4. Lists all key commissioning activities

5. Lists and identifies the roles and responsibilities of each team member

6. Establishes key milestone dates associated with the completion of the commissioning activities

7. Establishes the lines of communication for all team members

8. Provides the reporting methods

9. Outlines all deliverables to be provided

10. Identifies any post construction commissioning activities

Throughout the commissioning process this plan will be updated with any project, system or component changes, improvements, recommendations or key events that have an effect on the overall process.

D. COMMISSIONING GOALS AND OBJECTIVES

The primary goal of the commissioning process is to integrate the project commissioning team in order to collectively deliver to the Client a fully functional facility in accordance with the Owner's Project Requirements and Basis of Design. The secondary goal is to facilitate a collaborative environment that assists the team members in achieving their respective project goals. Achieving these goals requires full integration and involvement of the commissioning team with representation from the Owner, Operator, General Contractor, National Facility Solutions, LLC 4 and all participating sub-contractors. In addition, achieving these goals requires clear guidelines for the execution of this process.

These commissioning objectives include:

Ø Verify and document that the equipment is installed and started per manufacturer’s recommendations and to industry accepted minimum standards.

Ø Verify and document that equipment and systems receive complete operational checkout by the installing contractors.

Ø Verify and document equipment and system performance based on pre-functional and functional testing and checkout.

Ø Verify the completeness of operations and maintenance materials.

Ø Verify that the facility's operations personnel are adequately trained on the operation and maintenance of building equipment.

E. ABBREVIATIONS & DEFINITIONS

The following are common abbreviations and definitions used throughout this report:

A/E - Architect and Design Engineers BoD - Basis of Design CxA - Commissioning Authority CC - Construction Checklist Cx - Commissioning Cx Plan - Commissioning Plan Document EC - Electrical Contractor Firm - Commissioning Firm FPT - Functional Performance Test GC - General Contractor (Prime) MC - Mechanical Contractor MM - Maintenance Manager OPR - Owners Project Requirements PF - Pre-functional Checklist PM - Project Manager Subs - Subcontractors TAB - Test, Adjust & Balance

F. COMMISSIONING ACTIVITIES

Outlined below are the activities that will be conducted for this project:

Ø Review Design Narrative Ø Conduct design reviews Ø Provide commissioning specifications Ø Conduct submittal reviews Ø Develop and utilize a Commissioning Plan Ø Develop pre-functional checklists Ø Develop functional test plans

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Ø Conduct a Commissioning Kickoff Meeting Ø Conduct construction site visits Ø Conduct commissioning meetings Ø Verify installation of systems Ø Maintain commissioning issues log Ø Review startup report information Ø Review test and balance report Ø Conduct functional testing Ø Review Operations and Maintenance Manuals Ø Prepare Systems Manuals Ø Review training plans for operating personnel Ø Conduct systems training Ø Complete a Final Commissioning Report Ø Conduct seasonal testing Ø Conduct warranty period site visit and post occupancy inspection

G. COMMISSIONING SCOPE

The below systems and equipment will be commissioned in this project. All general references to equipment in this document refer only to equipment that is to be commissioned.

Ø HVAC Systems Ø Electrical Systems Ø Plumbing Systems Ø Fire Alarm Systems Ø Fire Protection Systems

A complete equipment list has been provided in the appendices.

H. COMMISSIONING TEAM INFORMATION

1 Lexington VAMC David Knapp 859.233.4511 ext 3366

VA COR, Project Manager davidj.knapp@va.gov

2 Lexington VAMC Matt Whisman 859.281.3883 VA Cx CO matthew.whisman@va.gov

3 Lexington VAMC Roxie Keese 502.287.4000 ext. 56108 VA Project CO Roxie.keese@va.gov

4 National Facility Solutions Adelle Hancock 612.599.5539 Project Manager ahancock@natfas.com

I. GENERAL MANAGEMENT PLAN

NFS coordinates the commissioning activities and will report directly to the VA. NFS responsibilities, along with the designation of the Cx Team, are detailed within this Cx plan and the project specifications. The Cx process will require the coordinated effort of all members of the Cx Team in order to meet the goals of this commissioning process.

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Refer to the commissioning team representatives in above section for the names and contact information.

J. GENERAL DESCRIPTIONS OF THE ROLES OF THE COMMISSIONING TEAM

Commissioning Agent - The commissioning specialist develops the commissioning plan, coordinates activities with the VA, conducts site visits, attends pre-functional testing as necessary, facilitates and manages the functional testing, collects all key documentation and provides the final commissioning report.

Facilities Maintenance - Attends functional testing, participates in commissioning meetings, assist in resolution of facility operational issues, and attends all owner training.

General Contractor - Manages all sub-contractors, providing directives and manages all contractual relations as it pertains to the commissioning requirements, assists the commissioning agent in confirmation and validation of commissioning activities associated with the plan.

Installing Contractor - Completes pre-functional and functional commissioning requirements as specified, attends commissioning meetings and participates in all specified commissioning activities.

Design Agency's Representative - Perform construction observation; participate in functional testing, assist in resolving problems.

Manufacturer. - Equipment manufacturers and vendors provide documentation to facilitate the commissioning work and perform contracted startup.

K. GENERAL MANAGEMENT PLAN PROTOCOLS

Ø Request for Information: NFS will follow these guidelines established for the project when requesting additional information.

Ø Verbal Information or Clarifications: NFS will provide no verbal information or clarifications as it pertains to changes within the construction contracts unless approved by the construction manager. All clarifications will be issued through the construction manager for final review and approval.

Ø Notification of Deficiencies: All notification of deficiencies will be issued to the construction manager through the Issues Log. The Issues Log will be updated as necessary to keep the Issues up to date on the project.

Ø Functional Test Scheduling: Functional testing schedules will be issued in the Project Commissioning

Memorandum.

Ø Meeting scheduling: All meeting will be scheduled through the construction manager. The construction manager will be responsible for ensuring all required sub-contractors are present.

Ø Change Requests: All change requests will be issued directly to the construction manager for review and final approval.

Ø Work Directives in the Field: NFS will issue no work directives in the field.

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Ø Dispute Resolution: NFS will not directly act as the contract manager and will not assume responsibility of managing the sub-contractors or other members of the commissioning team.

L. COMMISSIONING TEAM RESPONSIBILITIES

COMMISSIONING AGENT (CxA)

The primary role of NFS is to develop and coordinate the execution of a testing plan to verify and document that systems are functioning in accordance with the design intent and the Construction Documents. NFS is not responsible for design concept, design criteria, code compliance, general construction scheduling, cost estimating, or construction management. NFS will assist with problem-solving relating to these deficiencies.

However, the involvement of NFS in resolving deficiencies does not supersede the responsibility of the team as outlined within their respective contracts.

The CxA will:

-Coordinate and direct all commissioning activities.

-Work with the VA and the team to ensure that commissioning activities are scheduled.

- Maintain an up-to-date Cx Plan.

-Request and review additional information required to perform commissioning tasks, including O&M materials, contractor start-up and checkout procedures, and sequences of operation.

- Review Contractor submittals applicable to commissioned systems, concurrent with the A/E reviews.

- Perform site visits, as necessary, to observe component and system installations. Attend construction job-site meetings, as necessary, to monitor construction and commissioning progress.

- Review completed pre-functional checklist and start-up reports.

- Review final test and balance report.

- Review functional performance test procedures developed by the controls contractor, utilized procedures as the basis for the final functional performance test.

- Coordinate, witness, and document functional performance tests completed by installing contractors.

- Coordinate retesting as necessary until satisfactory performance is verified.

- Maintain a master deficiency and resolution record. Provide the VA with written progress reports and test results with recommended actions.

- Review the training proposed by the contractors for the Owner’s operating personnel.

- Review the O&M manuals.

- Prepare a final commissioning report.

- Perform warranty period site visits to evaluate performance of systems post occupancy

- Perform deferred and/or seasonal testing

DESIGN AGENCY REPRESENTATIVE

- Provide design intent and sequence of operation documentation.

- Assist in resolution of system deficiencies identified during commissioning.

- Assist in resolution of system deficiencies identified during warranty period commissioning.

OWNER FACILITIES MAINTENANCE

- Arrange for facility operating and maintenance personnel to participate in commissioning activities and training sessions.

- Attend on site functional testing.

- Assist in problem resolution and support overall commissioning process.

GENERAL CONTRACTOR

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- Facilitate the coordination of the commissioning work on-site.

- Furnish copies of construction documents, addenda, change orders and approved submittals and shop drawings related to the commissioning,

- Ensure that Subs execute their commissioning responsibilities according to the Specifications and Cx Plan.

- Coordinate the training of owner personnel.

- Prepare O&M manuals, according to the Specifications, including updating original sequences of operation to as-built conditions.

- Ensure that Subs execute required seasonal or deferred functional performance testing.

- Ensure that Subs correct deficiencies and make necessary adjustments to O&M manuals and as-built drawings for issues identified during the warranty period.

- Assist in pre-functional and functional testing validation.

INSTALLING CONTRACTORS (Mechanical, Electrical, TAB, Controls, Plumbing, Fire Alarm)

- Provide additional requested documentation, prior to normal O&M manual submittals, to NFS for development of start-up and functional testing procedures.

- Assist in clarification of operation and control of commissioned equipment where the specifications, control drawings or equipment documentation is not sufficient for writing detailed testing procedures.

- During the startup and checkout process, execute the mechanical-related portions of the construction checklists for all commissioned equipment. Perform and clearly document all completed startup and system operational checkout procedures.

- Resolve pre-functional and other punch list items before functional testing. Air and water TAB shall be completed with discrepancies and problems resolved before functional testing.

- Perform functional performance testing, under the direction of NFS, for commissioned equipment.

- Resolve equipment or system deficiencies and retest as required verifying modified performance.

- Prepare O&M manuals according to the Specifications, including updating original sequences of operation to as-built conditions.

- Provide training of the Using Agencies training of personnel as specified.

- Coordinate with equipment manufacturers to determine requirements to maintain the validity of warranties.

- Execute seasonal or deferred functional performance testing, as necessary.

- Correct deficiencies and make necessary adjustments to O&M manuals and as-built drawings for issues identified during the warranty period.

VENDORS

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

- Provide information requested by CxA regarding equipment sequence of operation and testing procedures.

- Assist in equipment testing per agreements with contractors.

M. DELIVERABLES

The deliverables as defined within the contract documents are as follows for this project:

DELIVERABLE ANTICIPATED DUE DATE

Commissioning Plan Draft 12/19/18 Design Review 6/9/17

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Commissioning Specifications 1/23/17 Commissioning Kick Off Meeting Minutes To Be Determined

CD Design Review 6/9/17 Submittal Review To Be Determined

Commissioning Duration Schedule To Be Determined Controls Coordination Meeting Minutes To Be Determined

Pre-Functional Checklists To Be Determined Functional Performance Tests To Be Determined

Issues Log To Be Determined Systems Manuals To Be Determined

Final Commissioning Report To Be Determined Warranty Site Visit Report To Be Determined

Post Occupancy Field Visit Report To Be Determined Final Commissioning Report Amendment To Be Determined

N. COMMISSIONING PROCESS

The following topics (1-11) sequentially detail the commissioning process by commissioning task and or activity.

NFS is the lead commissioning authority and will lead and facilitate the commissioning process with the construction team. The activities associated with the commissioning process for the project have been designed to achieve the project goals and objectives.

1. DOCUMENTATION OF DESIGN NARRATIVE

NFS will review the design narrative to prepare for the commissioning activities. Clear design intent is critical to the commissioning process. The design narrative should incorporate the Owner’s Project Requirements from VA Standards and other project documentation, and should describe the designer’s approach to the project requirements.

2. COMMISSIONING SPECIFICATIONS

The commissioning specifications are included in the master specifications. These documents describe the scope and requirements for commissioning, as well as the roles and responsibilities of the general contractor, installing subcontractors, owner personnel, Design Team, and the NFS Team. NFS will review the commissioning specifications that already exist in the project specification book and provide feedback to ensure that the spec matches the commissioning plan and that it is comprehensive enough to provide for a well commissioned project with proper contractor involvement.

3. PREPARE COMMISSIONING PLAN

The process of developing the commissioning plan will include the initial development of the draft Cx Plan using the information gathered from the review of the basis of design, plans and specifications. This plan will include the list of the equipment to be included in the plan and sample pre-functional and functional commissioning checklists.

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Upon review and approval of the draft plan, NFS will utilize submittal documentation to incorporate into the plan the Pre-Functional checklists. The update to the plan will be submitted to the team for review and comment.

The final section of the plan (Functional Performance Tests) will be developed upon receipt of the Approved direct digital controls submittal and Point Verification Test (PVT) submitted by the Direct Digital Controls Contractor.

The timeline of plan completion will be executed within the requirements of the project schedule. As necessary due to changes or additions to the commissioning scope, NFS will update the plan and provide revisions to the VA for distribution.

4. COMMISSIONING KICKOFF MEETING

A pre-commissioning kickoff meeting will be held and will be run by the VA and NFS. This meeting will include all applicable sub-contractors that are involved in the commissioning process.

During this meeting, NFS will advise the contractors of their roles in this process, and will explain what tasks and milestones have been added to the “standard” construction process as a result of the developer including commissioning in their scope.

The general contractor will direct the contractors to the Cx specification and will clear up any questions that may arise as a result of the specification. It is expected that the general contractor will be prepared and will be familiar with the commissioning specification and its requirements, and will be able to clearly explain what the contractors need to do to participate. Prior to this kickoff meeting, NFS will be available to aid in their understanding of the commissioning requirements.

This meeting will be scheduled by the VA with the agenda provided by NFS.

5. CONSTRUCTION SITE VISITS

NFS will conduct on-site construction observations and will update the Issue Log of any deficiencies noted.

On site observations are conducted to verify compliance with manufacturer’s installation and start -up instructions and recommendations, compliance with the design intent, and meeting the requirements for efficient operation and maintenance. Construction observation is not for the express purpose of ensuring compliance with codes and standards. Regularly scheduled meetings are held for site coordination, reporting on construction and commissioning progress, and resolution of any identified issues or deficiencies. Construction observation activities will be coordinated with the owner’s operation and maintenance staff to facilitate their participation in the commissioning process and familiarize them to the building systems that they will ultimately be required to operate and maintain.

6. ISSUES LOG

NFS will make scheduled site visits to witness equipment and system installations. Each site visit will have a specific agenda and will be coordinated with the VA. NFS will attend selected planning and job-site meetings in order to remain informed on construction progress and to update parties involved in

National Facility Solutions, LLC 11 commissioning. The VA provides NFS with information regarding substitutions or change orders that may affect commissioned equipment or the commissioning schedule.

All deficiencies found from site visits and functional performance testing will be documented in a NFS Issues Log. The Issues log will provide in detail the nature of the issue, the systems or component it is related to, the individual or party responsible to resolve and any proposed solution. The issues log will be issued to the VA for incorporation into the VA master construction issues log.

NFS will communicate and coordinate all issues through the VA for resolution management.

7. PRE-FUNCTIONAL CHECKLISTS

The pre-functional checklists are developed and completed for all systems and equipment included within the commissioning scope. The checklist captures equipment nameplate and characteristics data, and confirms the as-built status of the equipment or system. The checklists ensure that the systems are complete and operational and document the installation of components and completion of systems.

The checklists will be prepared from manufacturer’s data, drawings and specifications to include the required installation, checkout, and start up procedures. The installing Subs date and initial the checklists as the construction and start-up is completed. NFS reviews and verifies the completed checklists before scheduling the functional performance testing.

During site visits, NFS will verify checklist completion in conjunction with the general contractor. The completion of the checklist is the responsibility of the installing sub-contractors. These checklists will be maintained in the general contractor job-site trailer under the supervision of the general contractor. As the checklist activities are completed with the construction of the project, the checklists are to be signed off by the installer.

The general contractor will aid in supervising this process by reviewing and discussing the completion of the checklists during job meetings.

8. FUNCTIONAL PERFORMANCE TESTING

NFS will develop the functional test plans for the systems based on the drawings, specification, manufacturers’ requirements and the facility control contractors sequence of operation. These tests will be designed to focus on the overall systems performance as compared to testing and validating the control points of the system. The controls point verification is completed by the controls contractor through the point verification testing as required per the specifications.

During the functional performance testing, the systems interactions under various conditions and modes of operation. The systems are run through all of the sequences of operation and the response of components is verified. Testing proceeds from components to sub-systems to systems, and finally to interlocks and connections between systems.

Key Modes of Operation to be Evaluated Include:

v Occupied Mode - Reviewing/testing system performance during the occupied mode.

v Un-Occupied Mode - Reviewing/testing system performance during the unoccupied mode.

v Alarming - Reviewing and initiating alarming conditions and confirm alarming notification.

National Facility Solutions, LLC 12 v External Systems Integration - Reviewing external systems integration to confirm systems integration is complete and functional. (Example: Fire Alarm System interface with the HVAC System)

The development of the Functional Tests will be completed when the final approved control submittal has been received as well as the completion of the point verification testing prepared by the controls contractor. To enable the development of accurate Functional Tests, this information is necessary.

These tests will be scheduled by the general contractor, as recommended and coordinated by NFS, upon completion of all the system pre-functional requirements. NFS and relevant sub-contractors will perform the witnessing of the testing at a minimum. Others invited to attend are the owner's and maintenance staff representatives.

NFS will maintain the Issues log throughout all functional testing and will issue results accordingly.

9. FINAL COMMISSIONING REPORT

A final Commissioning Report will be compiled which summarizes all of the tasks, findings, and documentation of the commissioning process. The report will address the actual performance of the building systems in reference to the design documents. All test reports by various sub-contractors, manufacturers and controlling authorities will be incorporated into the final report.

The commissioning report includes:

v An evaluation of the operating condition of the systems at the time of functional test completion, v Deficiencies that were discovered and the measures taken to correct them, v Functional test procedures and results, v Reports that document all commissioning field activities as they progressed, v Description and estimated schedule of required deferred testing.

NFS will lead the preparation of the report, and may request project related memos from the VA for inclusion into the report.

10. SCHEDULING

The completion of the pre-functional and functional testing will be executed as necessary to maintain project schedule and execute activities per specification.

11. SEPARATE ATTACHMENTS – SUPPORTING COMMISSIONING DOCUMENTATION

Listed below are the documents that will be required to complete the final Commissioning Report.

Ø Commissioning Kick-Off Meeting Agenda Ø Air Balance Report Ø Equipment Start Up Reports Ø Pre-Functional Checklists signed off by Cx team Ø Functional Test Plan with noted results Ø Final Commissioning Issues Log with noted completion dates

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End of Commissioning Plan (See Following Sheets for the Equipment List, Example Pre Functional Checklist, and Example Functional Test Plan)

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O. APPENDICES

O.1. Equipment List

O.2. Example Pre-Functional Checklist

O.3. Example Functional Performance Plan

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Appendix O.1: Equipment List

EQUIPMENT LIST

# BLDG SYSTEM EUIPMENT

TAG TO EQ. TYPE LOCATION AREA

SERVED

1 CCF 201 Air Handling System 1-AHU-1 Air Handling Unit Attic Building 201 2 CCF 201 Air Handling System 1-CU-1 Condensing Unit Grade 1-AHU-1 3 CCF 201 Air Handling System 1-RF-1 Relief Fan Attic 1-AHU-1 4 CCF 201 Air Handling System 1-HU-1 Humidifier Attic 1-AHU-1 5 CCF 202 Air Handling System 2-AHU-1 Air Handling Unit Attic Building 202 6 CCF 202 Air Handling System 2-CU-1 Condensing Unit Grade 2-AHU-1 7 CCF 202 Air Handling System 2-RF-1 Relief Fan Attic 2-AHU-1 8 CCF 202 Air Handling System 2-HU-1 Humidifier Attic 2-AHU-1 9 CCF 201 Split System 1-AC-1 Split-system FC OIT 129 OIT 129

10 CCF 202 Split System 2-AC-1 Split-system FC OIT 127 OIT 127 11 CCF 201 Exhaust System 1-EF-1 Exhaust Fan Roof Building 201 12 CCF 201 Exhaust System 1-EF-2 Exhaust Fan Roof Building 201

13 CCF 201 Exhaust System 1-EF-3 Exhaust Fan Laundry Building 202 Laundry

14 CCF 201 Exhaust System 1-EF-4 Exhaust Fan Attic Building 201 15 CCF 201 Exhaust System 1-EF-5 Exhaust Fan OIT 129 Building 201

16 CCF 201 Exhaust System 1-EF-6 Exhaust Fan Morgue Building 201 Morgue

17 CCF 202 Exhaust System 2-EF-1 Exhaust Fan Roof Building 202 18 CCF 202 Exhaust System 2-EF-2 Exhaust Fan Roof Building 202

19 CCF 202 Exhaust System 2-EF-3 Exhaust Fan Laundry Building 202 Laundry

20 CCF 202 Exhaust System 2-EF-4 Exhaust Fan Attic Building 202 21 CCF 202 Exhaust System 2-EF-5 Exhaust Fan OIT Building 202

22 CCF 202 Exhaust System 2-EF-6 Exhaust Fan Storage Building 202 Storage

23 CCF 201 Air Circulation System 1-TB-1 VAV Box Attic 106

24 CCF 201 Air Circulation System 1-TB-2 VAV Box Attic 133 25 CCF 201 Air Circulation System 1-TB-3 VAV Box Attic 107 26 CCF 201 Air Circulation System 1-TB-4 VAV Box Attic 131 27 CCF 201 Air Circulation System 1-TB-5 VAV Box Attic 108 28 CCF 201 Air Circulation System 1-TB-6 VAV Box Attic 134 29 CCF 201 Air Circulation System 1-TB-7 VAV Box Attic 138 30 CCF 201 Air Circulation System 1-TB-8 VAV Box Attic 143 31 CCF 201 Air Circulation System 1-TB-9 VAV Box Attic 109 32 CCF 201 Air Circulation System 1-TB-10 VAV Box Attic 141 33 CCF 201 Air Circulation System 1-TB-11 VAV Box Attic 110 34 CCF 201 Air Circulation System 1-TB-12 VAV Box Attic 142 35 CCF 201 Air Circulation System 1-TB-13 VAV Box Attic 105 36 CCF 201 Air Circulation System 1-TB-14 VAV Box Attic 104 37 CCF 201 Air Circulation System 1-TB-15 VAV Box Attic 103 38 CCF 201 Air Circulation System 1-TB-16 VAV Box Attic 122 39 CCF 201 Air Circulation System 1-TB-17 VAV Box Attic 123

EQUIPMENT INVENTORY LIST - VA Lexington CCF

40 CCF 201 Air Circulation System 1-TB-18 VAV Box Attic 102 41 CCF 201 Air Circulation System 1-TB-19 VAV Box Attic 101 42 CCF 202 Air Circulation System 2-TB-1 VAV Box Attic 106 43 CCF 202 Air Circulation System 2-TB-2 VAV Box Attic 132 44 CCF 202 Air Circulation System 2-TB-3 VAV Box Attic 107 45 CCF 202 Air Circulation System 2-TB-4 VAV Box Attic 130 46 CCF 202 Air Circulation System 2-TB-5 VAV Box Attic 108 47 CCF 202 Air Circulation System 2-TB-6 VAV Box Attic 133 48 CCF 202 Air Circulation System 2-TB-7 VAV Box Attic 137 49 CCF 202 Air Circulation System 2-TB-8 VAV Box Attic 142 50 CCF 202 Air Circulation System 2-TB-9 VAV Box Attic 109 51 CCF 202 Air Circulation System 2-TB-10 VAV Box Attic 140 52 CCF 202 Air Circulation System 2-TB-11 VAV Box Attic 110 53 CCF 202 Air Circulation System 2-TB-12 VAV Box Attic 141 54 CCF 202 Air Circulation System 2-TB-13 VAV Box Attic 105 55 CCF 202 Air Circulation System 2-TB-14 VAV Box Attic 104 56 CCF 202 Air Circulation System 2-TB-15 VAV Box Attic 103 57 CCF 202 Air Circulation System 2-TB-16 VAV Box Attic 122 58 CCF 202 Air Circulation System 2-TB-17 VAV Box Attic 123 59 CCF 202 Air Circulation System 2-TB-18 VAV Box Attic 102 60 CCF 202 Air Circulation System 2-TB-19 VAV Box Attic 101 61 CCF 201 Heating System 1-B-1 Boiler 135 Building 201 62 CCF 201 Heating System 1-B-2 Boiler 135 Building 201 63 CCF 201 Heating System 1-HWP-1 Pump 135 Building 201 64 CCF 201 Heating System 1-HWP-2 Pump 135 Building 201 65 CCF 201 Heating System 1-CUH-1 Cabinet Unit Heater 111 111 66 CCF 201 Heating System 1-CUH-2 Cabinet Unit Heater Attic 116A 67 CCF 201 Heating System 1-RH-1 Radiant Heater 122 122 68 CCF 201 Heating System 1-UH-1 Unit Heater 114 114 69 CCF 201 Heating System 1-UH-2 Unit Heater 135 135 70 CCF 202 Heating System 2-B-1 Boiler 134 Building 202 71 CCF 202 Heating System 2-B-2 Boiler 134 Building 202 72 CCF 202 Heating System 2-HWP-1 Pump 134 Building 202 73 CCF 202 Heating System 2-HWP-2 Pump 134 Building 202 74 CCF 202 Heating System 2-CUH-1 Cabinet Unit Heater 111 111 75 CCF 202 Heating System 2-RH-1 Radiant Heater 122 122 76 CCF 202 Heating System 2-UH-1 Unit Heater 114 114 77 CCF 202 Heating System 2-UH-2 Unit Heater 134 134 78 CCF 201 Plumbing System 1-CWRP-1 Circulating Pump 1-129 C.W. Circ 79 CCF 201 Plumbing System 1-CWRP-1 Circulating Pump 1-144 C.W. Circ 80 CCF 201 Plumbing System 1-HWRP-1 Circulating Pump 1-134 H.W. Circ 81 CCF 201 Plumbing System 1-HWRP-2 Circulating Pump 1-134 H.W. Circ 82 CCF 201 Plumbing System 1-DWH1 Water Heater 1-134 Building 201 83 CCF 201 Plumbing System 1-DWH2 Water Heater 1-134 Building 201 84 CCF 201 Plumbing System 1-DWH3 Water Heater 1-134 Building 201 85 CCF 201 Plumbing System 1-WS-1 Water Softener 1-134 Building 201 86 CCF 202 Plumbing System 2-CWRP-1 Circulating Pump 2-129 C.W. Circ

87 CCF 202 Plumbing System 2-CWRP-2 Circulating Pump 2-144 C.W. Circ 88 CCF 202 Plumbing System 2-HWRP-1 Circulating Pump 2-134 H.W. Circ 89 CCF 202 Plumbing System 2-HWRP-2 Circulating Pump 2-134 H.W. Circ 90 CCF 202 Plumbing System 2-DWH1 Water Heater 2-134 Building 202 91 CCF 202 Plumbing System 2-DWH2 Water Heater 2-134 Building 202 92 CCF 202 Plumbing System 2-DWH3 Water Heater 2-134 Building 202 93 CCF 202 Plumbing System 2-WS-1 Water Softener 2-134 Building 202

94 CCF 201

& 202

Building Automation Systems

BAS Building Automation Systems

CCF 201 &

95 CCF 201

& 202 Electrical System Panels Electrical Panels CCF 201 &

96 CCF 201

& 202 Electrical System Power

Distribution Equipment, Outlets CCF 201 &

97 CCF 201

& 202 Fire Alarm System FAS Devices, Panels CCF 201 &

98 CCF 201

& 202 Fire Protection System Fire Sprinkler

Systems Valves, Flow/Tamper

Switches, Heads

CCF 201 &

99 CCF 201

& 202 Lighting Systems Lighting Fixtures and Controls CCF 201 &

National Facility Solutions, LLC

Appendix O.2: Example Pre-Functional Checklist

VA Lexington CCF CxNational Facility Solutions Better Buildings. Better Lives.

Project Pre-Functional Checklist

Building: Continuing Care Facilities System: Air Circulating System

Equipment: 1-TB-1

Status

Confirm VAV box is installed and functioning01

Comments

New

ActivityOrder Assigned To

01.01 NewConfirm that the VAV box, the damper actuator and the hot water heating coil are installed and connected to supply ductwork

01.02 NewConfirm that the supply inlet and outlet ductwork is sealed, tested and insulated

01.03 NewConfirm that the VAV box hot water heating coil is

connected with hot water and all valving is installed

01.04 NewConfirm that the hot water piping is flushed, filled, insulated and operating

01.05 NewConfirm that the DDC thermostat is installed and wired to the VAV box damper and reheat coil control valve

01.06 NewConfirm that the controls for the VAV box, reheat coil and thermostat are interfaced with the BAS

01.07 NewConfirm that the BAS programming for the VAV box is

complete including sequences of operation, system graphics, trending, setpoints, status and alarms

01.08 NewConfirm that the VAV box, coil and all control, status and alarm points are interfaced with the BAS

01.09 NewConfirm that the maximum and minimum damper

positions have been set and the damper is varying the air volume correctly

01.10 NewConfirm that all air and hot water testing and balancing is completed and the results are included in the final balancing report

01.11 NewConfirm that the discharge air temperature sensor is installed, interfaced with the BAS and is functioning

01.12 NewConfirm all sensors and controls have been calibrated and are accurate

01.13 NewConfirm that there is proper clearances and access to all VAV box components, heating coil, damper, etc. for servicing

01.14 NewConfirm that there is no damage to the VAV box, ductwork, piping, valves and the heating coil

01.15 NewConfirm that the VAV box and coil are labeled and

identified properly

01.16 Confirm zone "high" and "low" temperature alarms are

signaled at the BAS when space temperatures exceed the zone setpoint conditions after a scheduled period of time has elapsed

Project Pre-Functional Checklist

01.17 Confirm alarms are signaled at the BAS when discharge

air temperatures are over 100 F. or below 50 F.

Project Pre-Functional Checklist

Building: Continuing Care Facilities System: Air Circulating System

Equipment: DUCTWORK

Status

Confirm ductwork and devices are installed and functioning

CommentsActivityOrder Assigned To

01.01 Confirm that all supply, return, relief and exhaust

ductwork is installed, sealed, tested and insulated where required by the construction documents

01.02 Confirm that all duct plenum connections to roof fans

and louvers in walls are sealed water tight and insulated where required by the construction documents

01.03 Confirm that all flexible ductwork does not exceed

maximum lengths required by the construction documents and are fastened tightly to final connections

01.04 Confirm that manual balancing dampers are installed

wherever balancing is required and is fully accessible

01.05 Confirm access doors and panels are provided in all

ceilings or ductwork for access to dampers, control devices, etc.

01.06 Confirm all manual and motorized dampers function

freely and do not bind up from fully open to fully closed positions

01.07 Confirm all ductwork is clean and has not damage

01.08 Confirm all ductwork and dampers are identified and

labeled properly

Project Pre-Functional Checklist

Building: Continuing Care Facilities System: Air Handling System

Equipment: 1-AHU-1

Status

Confirm AHU installation is complete and functional1

Comments

New

ActivityOrder Assigned To

1.01 NewConfirm that the AHU is installed securely to the floor in the attic with vibration isolators

1.02 NewConfirm access door and panels are sealed, gasketed

and close tightly with no leakage

1.03 NewConfirm all supply, return and outdoor air ductwork

connections are complete, sealed, pressure tested and insulated

1.04 Confirm that required service clearance for maintenance

is provided at the unit components and sub-components

1.05 Confirm that the unit and the components are all

identified, labeled and valves are tagged

1.06 Confirm all coils and fins are undamaged and clean

1.07 NewConfirm that all construction debris has been removed and a new set of pre and final filters have been installed in the unit

1.08 NewConfirm that hot water and refrigerant piping with all valves, gauges, thermometers and other accessories are connected to the AHU heating and cooling coils, filled with hot water, charged with refrigerant, pressure tested and insulated

1.09 NewConfirm that the condensate drain is connected with

trap and discharging to nearest drain location and flow is unobstructed

1.10 Confirm that the fans are lubricated, belts adjusted and are rotating in the proper direction and are operating with no unusual noise or vibration

1.11 NewConfirm that electrical power has been connected to the two AHU fans, the relief fan, the VFD's, connections are tight and the power is energized to all systems

1.12 NewConfirm that the minimum and economizer outdoor air

dampers and actuators are installed, insulated ductwork is connected from the louver to the mixed air duct connecting to the AHU, interfaced with the BAS, tested and functional

1.13 NewAir flow measuring stations at the supply fans are

installed, calibrated, interfaced with the BAS and functioning

1.14 All control dampers modulate without binding and fully

open/close. All valves stroke fully and spanning is calibrated

Project Pre-Functional Checklist

1.15 NewConfirm that the relief fan and damper are interfaced with the AHU controls, energize and modulate speed of the fan to maintain +.05" positive building pressure relative to outdoor conditions

1.16 NewConfirm that all controls are installed at the AHU, including the relief fan, return, relief, minimum and economizer damper actuators, control valves, sensors and interface with the BAS is completed, tested and functional and all control system and safety interlocks with AHU, relief fan, condensing unit and exhaust fans are complete

1.17 NewConfirm that the supply fan VSD's have been tested and are modulating fan speeds as required to maintain discharge pressure setpoint conditions in the ductwork

1.18 NewConfirm that the AHU sub component relief fan (with

VSD), humidifier and air cooled condensing unit are operating and interfaced with the AHU

1.19 NewConfirm that the unit, components and sub-components

are not damaged

1.20 NewConfirm that the air handling system air and water test and balancing has been completed and results are included in the final report

1.21 NewConfirm that all control sequences of operation are

programmed, graphically depicted, operating schedules, systems status, trending, alarms, safeties, monitoring points, etc. are completed and functioning at the BAS for this system

1.21 NewConfirm that the comparative economizer damper

control damper strategy has been programmed and is functioning

1.22 NewConfirm that the freeze stat is installed and functioning

1.23 Confirm a pressure switch has been located at the

supply fan discharges and de-enegize the fans when pressure exceeds 5" w.g.

1.24 NewConfirm all control devices (sensors, valve positions, etc.) are calibrated and data is received and graphically depicted at the BAS

1.25 NewConfirm dirty filter, high/low leaving air temperatures, supply and relief fan start failure, discharge pressure above 5" W.G. and smoke detector activation alarms are monitored at the BAS

1.28 Confirm that the electrical contractor has installed and interfaced the duct smoke detector, interfaced with the BAS and fire alarm panel and shuts down the unit when alarm is signaled

1.29 NewConfirm Owner instruction training has been completed (or note the date when this is to be completed)

Project Pre-Functional Checklist

1.29 Confirm that the humidifier dispersion tubes and

supports are installed, piped at the unit with a control valve and functioning

Project Pre-Functional Checklist

Building: Continuing Care Facilities System: Air Handling System

Equipment: 1-CU-1

Status

Confirm the condensing unit is installed and operating01

CommentsActivityOrder Assigned To

01.01 Confirm that the condensing unit is installed on the

concrete pad on grade on rails with vibration isolators

01.02 Confirm all accessories (starter, control panel, air flow switches in the AHU) are installed, wired, programmed and functioning

01.03 Confirm all refrigerant piping is installed from the unit to the cooling coil

01.04 Confirm all refrigerant piping is pressure tested for

leaks, filled with refrigerant and insulated

01.05 Confirm thermometers and gauges are installed and

functioning

01.06 Confirm that the condensing unit has been started and

tested for run-in-period per the manufacturers instructions

01.07 Confirm that electrical connections, disconnect switch

and interface are complete to the unit and control panel

01.08 Confirm all bearings are lubricated and oil levels are

correct

01.09 Confirm all motor rotation is correct

01.10 Confirm refrigerant pressures, evaporator air

temperatures and power consumption have been checked and recorded

01.11 Confirm all controls and safeties have been tested, adjusted and interfaced for alarm at the BAS

01.12 Confirm the control of the condensing unit is fully

interfaced with the associated AHU controls and the

BAS

01.13 Confirm that the unit and control panel are fully

accessible for servicing, repair, replacement

01.14 Confirm that the unit has been tested during full testing of the air handling system

01.15 Confirm that the condensing unit shuts off when air flow is not proven at the AHU

01.16 Confirm that there is no damage to the unit

01.17 Confirm that identification labeling of the unit and control panel is completed

Project Pre-Functional Checklist

01.18 Confirm final testing report is complete and submitted

for review

Project Pre-Functional Checklist

Building: Continuing Care Facilities System: Air Handling System

Equipment: 1-HU-1

Status

Confirm humidifier and dispersion tubes are installed and functioning

CommentsActivityOrder Assigned To

01.01 Confirm that the electric steam humidifier and controller is securely mounted to a wall or structural frame near the AHU

01.02 Confirm that electrical power with disconnect switch is connected to the humidifier

01.03 Confirm domestic makeup water is connected to the

humidifier with valving as detailed and specified

01.04 Confirm the drain piping is routed from the humidifier to nearby drain location

01.05 Confirm that the dispersion tubing manifold is installed inside the AHU with stainless steel supports and hardware

01.06 Confirm the direction of dispersion is correct per the

construction documents

01.07 Confirm a full-length stainless steel drain pan has been provided of adequate length and drain piping to a floor drain

01.08 Confirm steam and condensate drain piping has been

connected from the humidifier to the dispersion manifold

01.09 Confirm pipe openings through the AHU casing are

sealed air-tight

01.10 Confirm the steam and return piping have been

chemically cleaned, flushed, pressure tested for leaks and insulated

01.11 Confirm that the steam control valve is installed and

functioning

01.12 Confirm that the humidifier control panel has been

programmed and all safeties are functioning

01.13 Confirm the humidity sensor (return duct), high humidity sensor and air flow proving switch (discharge duct) are installed, calibrated, interfaced with the controller and BAS for status and alarm are all functioning properly

01.14 Confirm that there is no damage to the humidifier, control panel, piping or dispersion tubing manifold systems

01.15 Confirm that the operation of humidification system has been tested during AHU testing and is functioning properly

Project Pre-Functional Checklist

01.16 Confirm that the BAS is graphically depicting status, alarms, and humidity levels

01.17 Confirm that the humidification system is labeled and

identified

Project Pre-Functional Checklist

Building: Continuing Care Facilities System: Air Handling System

Equipment: 1-RF-1

Status

Confirm the fan is installed1

Comments

New

ActivityOrder Assigned To

1.01 NewConfirm that the relief fan is hung from the structure through vibration isolators which have been adjusted

1.02 NewConfirm duct connections are completed at inlet and

outlet of the fan with flexible connections

1.03 NewConfirm that the VSD has been installed, power and

control wiring connected to the fan from the VSD

1.04 NewConfirm that all relief ductwork is completed, sealed and tested

1.05 NewConfirm that the motorized relief damper and actuator are…