Attachment J-1n Whole Building Commissioning Requirements.pdf

FAA WBCx WBCx Enhanced Cx Federal Building

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WHOLE BUILDING COMMISSIONING REQUIREMENTS

1. GENERAL

A. The DESIGN-BID-BUILD (D-B-B) Contract team (hereafter referred to as D-B-B) shall collaborate with the FAA throughout all stages of the Project to ensure that all relevant stakeholders are involved in the design, construction, testing, commissioning, and turnover of the Project.

B. The D-B-B shall prepare and implement a detailed Commissioning Plan (Cx Plan) that facilitates a seamless turnover from the D-B-B to the FAA as the project transitions from a conceptual design into a construction site into an operational facility. This includes, but is not limited to, robust testing plans, extensive demonstrations and training programs and a comprehensive package of record documents, Operations and Maintenance (O&M) manuals, spare parts and tools, warranties, etc.

C. The D-B-B shall be responsible for the installation, testing, adjusting, balancing, startup, commissioning, and functional performance testing (through all sequences of operation) of the entire project. D-B-B shall certify that the facility is designed, built, and is functionally performing in accordance with the Contract.

D. The D-B-B shall identify each Commissioning activity and deliverable (described herein) in their Schedule of Values (SOV), which will be the basis of payment for completing this Work.

2. ABBREVIATIONS AND DEFINITIONS

A. Abbreviations

ACAMS Access Control and Alarm Monitoring System

AMT TBD

ANSI American National Standards Institute ASHRAE American Society of Heating, Refrigeration, and Air Conditioning Engineers BOD basis of design CCTV closed-circuit television CCxC subcontractor commissioning coordinator CCxL Contractor’s Commissioning Lead vs Commissioning Coordinator Lead Cx Plan commissioning plan Cx commissioning CxL TBD CxP commissioning provider CxT commissioning team D-B-B Design-Bid-Build DOR Designer of Record IES Illuminating Engineering Society IT Information Technology MEP Mechanical, Electrical, and Plumbing O&M Operations and Maintenance

PA TBD

RFP request for proposal SOV schedule of values Subs subcontractor TAB Test and Balance Contractor / vs Test and Balancing

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VAV (VAV boxes) VSS video Surveillance

B. Definitions

1. Acceptance of Work: When prerequisites to Acceptance of Work required by Contract Documents are complete and the site is ready for use or is being used for purpose intended.

2. Basis of Design: Describes the systems, components, conditions, and methods chosen for building operation.

3. Commissioning Plan: Outlines the organization, schedule, allocation of resources, and documentation requirements of the Commissioning Process.

4. Sampling Procedures: Sampling approach will be utilized for any redundant/identical space types and systems (such as VAV boxes and interior lighting). Sampling rate (%) will be identified based on American Society of Heating, Refrigeration, and Air Conditioning Engineers (ASHRAE) Guideline 0 and American National Standards Institute (ANSI)/ASHRAE/Illuminating Engineering Society (IES) Standard 202.

5. Deferred Testing: Testing that is performed after substantial completion due to partial occupancy, equipment, seasonal requirements, design or other site conditions that require a test to be postponed.

6. Deficiency: A condition in the installation or function of a component or system that is not in compliance with the Contract Documents.

7. Owner’s Project Requirements: A document that provides the explanation of the ideas, concepts, and criteria that are important to the FAA. See Request for Proposal (RFP) Documents with Addenda.

8. Factory Testing: Testing of equipment onsite or at the factory, by factory personnel.

10. Functional Testing: The dynamic testing of complete systems (rather than individual components) under full operation. Systems are tested under various modes of operation and through the control system’s sequences of operation. Traditional Testing and Balancing (TAB) does not constitute Functional Testing.

11. Initial Startup and Checkout: The initial starting or activating of dynamic equipment, including executing Pre-Functional Checklists.

12. Non-Compliance: A condition in the installation or function of a component, piece of equipment, or system that is not in compliance with the Contract Document.

13. Pre-Functional Checklist: A list of items to inspect and test to conduct to verify proper installation of equipment developed by the Commissioning Coordinator Lead (CCxL).

14. Startup by Subcontractor: Sub-Phase of Contractor’s work ending with Acceptance of Work, during which the Subcontractor executes a preplanned program of activities including starting, testing, inspecting, adjusting, balancing and correcting deficiencies, and other similar activities. During this period, the CxP may periodically perform site observations to inspect installation and startup. Deficiencies will be noted and brought to the attention of the D-B-B team for resolution.

15. Startup Completion: When work, including Subcontractor Startup, except those items arising from warranty provisions of Contract Documents, has been performed to requirements of Contract Documents.

3. COMMISSIONING PLAN

A. Commissioning (Cx) is a designed process of documentation, training, adjustment, testing, and verification to ensure that the finished facility operates as intended. The

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D-B-B shall provide a completely commissioned facility, integrated with fully commissioned systems. Systems requiring commissioning include, but are not limited to, mechanical, electrical power, lighting, emergency power, plumbing, fire suppression, fire alarm, security, closed-circuit television (CCTV), network communications, exterior building envelope, exterior building systems, conveyance equipment and monitoring, automated doors, and all other systems that support the facility operations.

B. The D-B-B shall prepare and implement a Cx Plan. The Cx Plan shall detail the execution of the overall Commissioning objectives. The plan shall include the detailed descriptions of the Commissioning process, team roles and responsibilities, tests and demonstrations of all functional work items, forms and templates, training processes, and a schedule for performing all Commissioning activities. The Commissioning Provider (CxP) shall provide a DRAFT Cx Plan for use by the D-B-B. The D-B-B Cx Plan shall be developed and submitted to the FAA in multiple stages, with each submission building upon the previous versions with increasing specificity, clarity, accuracy and comprehensiveness. The Cx Plan shall be formally submitted to the FAA for review and approval in multiple stages as follows:

1. At Basis of Design (BOD): Outline Cx Plan

2. At 70% Design: Draft Cx Plan

3. At 100% Design: Detailed Cx Plan

4. During Construction:

a. Monthly Reports on Cx Progress

b. Quarterly Updates to the Cx Plan

c. Final Draft Cx Report at least 30 days prior to Substantial Completion

d. Final Cx Report at least 30 day prior to Final Completion

C. The D-B-B shall provide a Cx Comment Log with each Cx Plan Submittal, including a written indication of where and how each previous comment from the FAA was addressed in the current Cx Plan Submittal.

D. Commissioning shall:

1. Verify that applicable equipment and systems are installed according to the Contract, manufacturer’s recommendations, and industry-accepted minimum standards and that they receive adequate operational checkout and functional testing including restart, emergency or abnormal events by the D-B-B and its subcontractors

2. Verify and document proper performance and interface functionality of systems and equipment.

E. Commissioning Team (CxT):

1. The FAA CxP will oversee the D-B-B’s development and implementation of its Cx Plan, and will review the functional performance testing, documentation, and training provided by the D-B-B. The CxP will utilize various subject matter experts that will assist the CxP in the commissioning management of the various systems and equipment.

2. FAA Stakeholders will participate in the Commissioning Process including the Cx Plan review. The D-B-B shall engage these stakeholders as soon as practicable to ensure a complete Cx Plan. This includes the FAA’s Project Management Team, Quality Assurance Team, Consultants, Facility Management Team, Information Technology (IT) Team, and department managers as appropriate.

3. The D-B-B shall provide a CCxL and Subcontractor Commissioning Coordinators (CCxCs) qualified in each area or construction trade or specialty. CCxCs shall report

June 29, 2020 Whole Building Commissioning Requirements Page 4 of 14 to D-B-B’s CCxL. The CCxL shall communicate directly with the FAA’s CxP on all commissioning issues, activities, etc. The CCxCs shall review, track, verify and document that their specific systems are designed, installed, tested, and are functionally performing in accordance with the Contract, Enhanced Cx Federal Standards, and other sustainability requirements. The CCxL shall oversee pre-functional and functional performance tests for each specific discipline. The CCxL shall certify and submit documentation confirming the systems are complete and functionally performing as required.

4. Each of the D-B-B’s CCxC shall have a minimum of 10 years of experience in commissioning and minimum 5 years of experience in start-up of similar systems and shall require prior approval by the FAA. The D-B-B shall develop and maintain an organizational chart showing the various CxTs and the associated members from all parties.

5. The D-B-B’s Systems Integrator shall be responsible for researching and understanding the existing FAA systems, participating in the design process, and ensuring all systems integration is performed properly as part of the commissioning process.

6. The D-B-B’s Lead Designer shall coordinate with the CCxL and all CCxCs to integrate commissioning requirements into drawings and technical specifications, and ensure that all systems and equipment are provided, installed, and commissioned in accordance the Contract.

4. COMMISSIONING ACTIVITIES

A. The D-B-B and its subcontractors responsible for system and equipment installation shall assign representatives with expertise and authority to act on their behalf to participate in and perform commissioning-related activities including, but not limited to, participating in meetings, planning, scheduling, testing, demonstrations, and training.

B. The D-B-B shall develop a Cx Plan that outlines the activities that shall be included in the project schedule and SOVs, subject to review and approved by the FAA. The following narrative provides a brief overview of typical commissioning tasks during construction.

1. Commissioning team meetings will be required throughout the project’s design, construction and closeout, scheduled and documented by the D-B-B with the necessary parties attending to plan, scope, coordinate, schedule future activities, and resolve problems.

2. The startup or pre-functional checklists and backup documentation shall be generated, organized, and approved by the CCxL before being submitted for review and approval by the FAA. The checklists shall be completed by the D-B-B before and during the startup process.

3. Prefunctional checklists and startup shall be completed before functional performance testing begins.

4. The D-B-B’s CCxL shall ensure that the subcontractors’ pre-functional checklists are executed and documented, and that startup and initial checkout are performed. The CCxL shall verify that the TAB, construction checklists, and startup were completed in accordance with the approved commissioning plans. This includes witnessing all startup of selected equipment. Any testing failure shall be corrected at no additional cost to FAA, and a re-test shall be performed, observed, and documented.

5. The Functional Performance Testing process shall be managed by the CCxL in coordination with the CxP. The D-B-B’s subcontractors performing the installations shall submit functional performance test plans for all systems and equipment being installed to the CCxL. The plans shall include all necessary test forms to demonstrate that the installation meets the requirements of the contract including all

June 29, 2020 Whole Building Commissioning Requirements Page 5 of 14 control functions, sequence of operations and interfaces with other systems.

Interface Control Diagrams for system to system interfaces shall also be included in the test plans.

6. All support equipment and materials required to execute and complete the commissioning process shall be provided by the D-B-B and its subcontractors.

7. The CCxL shall review, organize, and submit the O&M manuals to the Designer of Record (DOR) and the FAA for review and approval.

8. Commissioning shall be completed before Substantial Completion and in accordance with the Cx Plan.

9. The D-B-B shall provide a Demonstration and Training Program as described herein.

10. Deferred testing shall be conducted as specified or required and shall be identified in the Cx Plan and Schedule.

5. COMMISSIONING GOALS

D-B-B shall develop a Cx Plan that describes the overall Cx process, and the roles and responsibilities for all parties throughout all stages of the project (design, construction, commissioning, warranty period, etc.).

A. The goals of the commissioning tasks during the design of the project include, but are not limited to:

1. Develop and maintain the D-B-B’s Cx Plan.

2. Incorporate the Cx Plan directly into the D-B-B’s Design Documents.

3. Engage the proper FAA representatives to develop a working relationship, set lines of communication, and coordinate meeting schedules.

B. The goals of the commissioning tasks during Construction of the project include, but are not limited, to the following:

1. Implement the Cx Plan.

2. Monthly Cx Report.

3. Quarterly Cx Plan update.

4. Develop and maintain the D-B-B’s Subcontractor’s Cx Plans and integrate them into the D-B-B’s Cx Plan.

5. Review, comment, and approve commissioning-related submittals.

6. Schedule, plan, and implement verification testing in support of the Quality Control and Quality Assurance efforts, and Closeout and Acceptance processes.

7. Schedule, plan, and implement the D-B-B’s Demonstration and Training Program.

8. Verify that all systems to be commissioned are installed in accordance with the Cx Plan and Contract Documents. If discrepancies are found, document on the Cx Issues Log, and identify mitigation measures for CxP review.

9. Modify, review and approve commissioning, training and closeout plans, and schedules as required.

10. Maintain communication and coordination of scheduled commissioning activities with the FAA.

C. The goals of the commissioning tasks during the Acceptance phase of the project include, but are not limited to, the following:

1. Verify that all systems and equipment to be commissioned are installed and operate

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2. Provide FAA O&M staff and other Stakeholders the required technical, operations, maintenance, and warranty documentation.

3. Schedule, plan, and implement the D-B-B’s Demonstration and Training Program.

4. Demonstrate to the FAA that all commissioned systems and training have been performed satisfactorily.

5. Prepare Final Commissioning Report to document the commissioning process for future reference and use by FAA O&M staff and other stakeholders. The Commissioning Report shall include, but not be limited to:

a. Introduction

b. Executive Summary

c. Commissioning Plans

d. Project Requirements / Basis of Design

e. Commissioning Specification

f. O&M Training Records

g. Functional Performance Test Reports

h. Issues Log

i. Commissioning Coordination Meeting Notes

j. D-B-B’s and Subcontractors’ Test Reports

k. Pre-functional Checklists

l. Blank Functional Test Procedures for retesting by the FAA

D. The goals of the commissioning tasks during the Warranty Period of the project include, but are not limited to, the following:

1. Revision/completion of the Cx Plan to reflect actual final system configurations and intended operation.

2. Review of functional performance of systems commissioned to determine their level of performance 10 months after final acceptance, against the criteria and performance parameters established in the Cx Plan and Contract Documents and documented during Functional Performance testing.

6. COMMISSIONING MEETINGS

A. Commissioning Kickoff Meeting

1. The D-B-B’s CCxL shall coordinate with CxP to schedule, plan, and conduct a Kickoff meeting for the Commissioning Teams. The intent of this meeting is to introduce the key players of the AMT and commissioning team and develop a go-forward process.

B. Commissioning Meetings and Coordination

1. The D-B-B’s CCxL shall coordinate with the CxP to schedule, plan, and conduct Cx Team Coordination meetings throughout all stages of the Project. The Cx Team Coordination meetings shall be planned, conducted, and documented by the D-B-B as construction progresses. These meetings shall include, but are not limited to, coordination, scheduling, progress, deficiency and conflict resolution, and planning issues.

2. The D-B-B shall attend Commissioning Planning and Coordination work sessions

June 29, 2020 Whole Building Commissioning Requirements Page 7 of 14 during Design. The Cx Planning and Coordination meetings are intended to review the CxP and resolve issues of equipment and systems identified as requiring commissioning during Design. These meetings may include, but are not limited to:

a. Mechanical, Electrical and Plumbing (MEP)

b. Life Safety and Fire Protection

c. Special Systems, such as WiFi, PA

d. Access Control and Alarm Monitoring System (ACAMS) and Video Surveillance (VSS)

e. Vertical Transportation Systems

3. The D-B-B shall conduct pretest meetings to review startup procedures, testing procedures, testing personnel and instrumentation requirements, and manufacturers' authorized service representative services for each system, subsystem, equipment, and component to be tested. Pretest meetings shall start at least 4 months prior to Project completion.

4. The D-B-B shall coordinate sequence of testing activities weekly to accommodate required quality assurance and quality control services.

5. The D-B-B shall provide Commissioning Meeting Minutes and Reports to FAA within 5 days of meeting.

7. SYSTEMS AND EQUIPMENT TO BE COMMISSIONED

The systems and equipment to be commissioned shall be identified by the D-B-B and verified by the D-B-B’s Lead Designer with the assistance of the CxP during the design of the project.

Systems that will require commissioning may include but are not limited to Exterior Enclosure, MEP, Life Safety and Fire Protection, Special Systems (such as WiFi and PA), and Vertical Transportation systems.

A. The equipment matrix shall be formatted as a computerized spreadsheet with capability for printing of various data columns (ranges) to meet documentation requirements at various points of construction and for different purposes as required by the various technical sections of the Contract Documents. The matrix shall be submitted as part of the Cx Plan for review. The electronic database program shall be used for all commissioning activities.

B. The matrix shall identify all operable devices and equipment to be provided, which are to be grouped by the system they primarily support. When sorted by column for system identification, the resulting printout should identify all system components, regardless of whether they are of mechanical, electrical, life safety, low voltage special systems or other in nature. The matrix shall include the following data, as a minimum, for each device, and shall allow for additional columns for subsequent data requirements.

1. Brief equipment identification text

2. Equipment or device ID number

3. Associated building system, if any

4. Governing Specification Section

5. Appropriate submittal reference number(s)

6. Installing location, by room number or column coordinates, as indicated on the Contract Documents

C. In addition to including the equipment matrix as part of the Cx Plan and any subsequent updates to the matrix that requires FAA’s review for approval, the final equipment matrix

June 29, 2020 Whole Building Commissioning Requirements Page 8 of 14 for each device or systems is to be provided as an attachment to the D-B-B’s request/notice for check out or startup of equipment or systems.

8. TEST EQUIPMENT

A. All standard testing equipment requiring initial checkout, startup, and functional performance testing shall be provided by the D-B-B and its Subcontractors for the equipment being tested. This includes, but is not limited to, two-way radios, meters, and data recorders.

B. Special equipment, tools, and instruments required for testing equipment according to these Contract documents shall be provided by the D-B-B with the exception of TAB equipment turned over to FAA at project closeout.

C. All testing equipment shall be of sufficient quality and accuracy to test and/or measure system performance within the tolerances specified in the Contract Documents. If not otherwise noted, the following minimum requirements apply:

1. Temperature sensors and digital thermometers shall have a certified calibration within the past year to an accuracy of 0.5°F and resolution of ±0.1°F.

2. Pressure sensors shall have an accuracy of ±2.0% of the value range being measured (not full range of meter) and have been calibrated within the last year.

3. All equipment shall be calibrated according to the manufacturer’s recommended intervals and when dropped or damaged.

4. Calibration tags shall be affixed or certificates readily available.

9. PROJECT SCHEDULE

The D-B-B shall identify each Commissioning activity and deliverable (described herein) in their Project Schedule Submittals (Baseline Schedule, Monthly Schedule Updates, etc.).

10. PRIOR TO STARTUP

Prior to equipment/system startup, the following conditions will be required:

A. Provide to the FAA for review and approval a comprehensive startup plan from the D-B- B and Subcontractors using manufacturer’s approved startup methods and pre-startup checklist, if applicable.

B. No equipment will be started until all applicable requirements of the contract documents have been completed for the installation and safe operations of the equipment being started.

C. Written certification that the manufacturers' representative has verified that the installation and operation of the system or component is in accordance with their published recommendations (if required by contract document).

D. Provide no less than a 3 work day notification in writing to the FAA and the CxP that startup is pending. Startup procedures shall be witnessed by the DOR, and may be witnessed by the FAA, FAA’s Consultants, and the CxP at the FAA’s discretion.

E. All required field testing has been completed and testing forms approved by CCxL, D-B-B’s Lead Designer and the CxP.

11. STARTUP, SYSTEM READINESS CHECKLISTS, AND INITIAL CHECKOUT

The D-B-B or its Subcontractors shall not energize or activate any building system in final use until the following conditions have been met:

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A. The D-B-B has verified that all wiring and support components for equipment are complete and have been tested in accordance with the technical specifications and/or the manufacturer's written recommendations.

B. The D-B-B has verified and audited all control sensors types and locations, all piping specialties (including balance, control, and isolation valves), all ductwork specialty items (including turning devices, balance, fire, smoke, and control dampers), and access doors.

C. The D-B-B has verified that each component device has been checked for proper lubrication, vibration isolation, drive rotation, belt tension, control sequence, or other conditions that may cause damage.

D. The D-B-B has verified that all tests, meter readings, and specified electrical characteristics agree with those required by the equipment or system manufacturer and are in compliance with applicable specifications.

E. The D-B-B has provided the CxP, FAA and D-B-B’s Lead Designer with a written 3 working day notice of intent to start up the system for operational checkout. The completed Commissioning System Readiness Checklist shall accompany the “Equipment or System Startup Request for Inspection Form” to be used for this notification.

F. The D-B-B shall execute startup under supervision of the responsible manufacturer's representative in accordance with manufacturer's instructions and specification requirements if applicable.

G. The D-B-B shall coordinate and schedule system(s) startup in a timely manner so that each system can be operated for a period of time sufficient to evaluate and adjust performance as necessary, prior to demonstrating the system to the FAA and D-B-B’s Lead Designer. All building systems shall be operational and shall have been successfully inspected by the FAA prior to the D-B-B requesting Substantial Completion inspections.

12. SUBSTANTIATING SYSTEM READINESS

A. The D-B-B shall submit their System Readiness Checklist to the FAA for review.

B. The D-B-B is responsible for each piece of equipment or system to be commissioned and shall complete each item on the Checklist as the equipment/system installation is completed. Upon completion, the D-B-B shall provide the completed System Readiness Checklists to the FAA.

C. As the individual System Readiness Checklists are completed and forwarded to the D-B-B, their Commissioning Coordinator will review the completed checklists with the associated Installer and verify that all items have been properly completed. When verification is complete, the Commissioning Coordinator will sign-off on the checklist and provide the verified forms to the D-B-B’s Lead Designer for review and approval, and then provide them to the FAA.

D. The CCxL will manage the System Readiness Checklist status to ensure all the required forms are completed.

E. The CxL will maintain a file of all completed System Readiness Checklists for use during the Functional Performance Testing of the associated equipment/system and for inclusion in the Final Commissioning Report.

13. FUNCTIONAL PERFORMANCE TESTING

A. The D-B-B shall develop and issue Functional Performance Test Procedures for each piece of equipment or system to be commissioned. The D-B-B shall perform the Functional Performance Test Procedures observed by FAA and D-B-B’s CCxC.

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B. The D-B-B shall provide personnel and equipment to perform the Functional Performance Test Procedures. This includes any specialty subcontractors (TAB CM, Controls CM, Manufacturers representatives, Vendors, Consultants, etc.) as required by the CxP and D-B-B’s CCxC.

C. The following requirements must be met before the Functional Performance Test Process will begin:

1. All equipment/systems to be commissioned have had start-up procedures completed.

2. System Readiness Checklists and Test Reports are completed, signed and submitted to D-B-B’s Lead Designer and the FAA.

D. Notify all personnel on the project site prior to any start up or testing which may create a hazardous or dangerous condition. Coordinate with other trades.

E. Initiate, develop, and document functional performance test procedures. Include functional performance test procedures data sheets for each system or equipment.

Determine actual system performance and compliance with the design. Personnel experience in the technical aspects of each system to be commissioned shall be engaged.

F. Test procedures shall fully describe system configuration and steps required for each test and be appropriately documented so that another party can repeat the tests with virtually identical results.

G. Functional test procedures must confirm the performance of systems. Comply with the requirements of the Contract Documents. The functional test shall meet the design intent and applicable code under which the project was permitted. When a system is accepted, the CxP must be assured that the system is complete, works as intended, is correctly documented, and that the required training in operation and maintenance of the system is accomplished per the Contract’s requirements.

H. The mechanical equipment requires integral safety devices to stop/prevent equipment operation unless minimum safety standards or conditions are met. This shall include adequate oil pressure, proof-of-flow, non-freezing conditions, and maximum head pressure. Functional performance test procedures shall demonstrate the actual performance of safety shutoffs in real or closely simulated conditions of failure.

14. DEFERRED TESTING

Deferred testing may be required to address seasonal conditions that may prohibit a required test, or to accommodate changes in the project schedule. All such changes shall be coordinated with the Construction schedule monthly updates and submitted for the FAA’s review and approval.

15. SUBMITTALS

A. The D-B-B shall submit each CCxC and CCxL resume and sample documents in a timely fashion to the FAA for approval, which shall include the following:

1. Education and technical training

2. Present employment

3. Company name and address

4. Present title and job description

5. History of employment

a. Dates of employment

b. Positions held

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6. Relevant work experience

a. Job name

b. Position held

7. Example of prior building commissioning project performed by the proposed CCxL.

8. Submitted project shall be similar in commissioning scope and complexity.

9. Include test procedures developed by proposed CCxL.

B. Test Checklists and Report Forms: CCxL shall provide sample checklists and forms to D-B-B’s Quality-Control Manager, and subcontractors for review and comment.

C. D-B-B shall provide Cx Plans, Commissioning Report, and other Commissioning Submittals to FAA for review and approval. D-B-B shall indicate which submittals are “Commissioning Related” within their Submittals Schedule.

16. REPORTING AND DOCUMENTATION

A. Certificate of Readiness: Certificate of Readiness shall be signed by the D-B-B, subcontractor(s) performing the installation, vendor(s), and CCxL certifying that systems, subsystems, equipment, and associated controls are ready for testing. Completed test checklists signed by the responsible parties shall accompany this certificate.

B. Test and Inspection Reports: The CCxL shall record test data, observations, and measurements on test checklists. Photographs, forms, and other means appropriate for the application shall be included with data. The CCxL shall compile test and inspection reports and test and inspection certificates and submit to the FAA for review and approval.

C. Corrective Action Documents: The CCxL shall document corrective action taken for systems and equipment that fail tests. Include required modifications to systems and equipment and revisions to test procedures, if any. Retest systems and equipment requiring corrective action and document retest results.

D. Issues Log and Report: The CCxL shall prepare and maintain an electronic (Microsoft Excel compatible) issues log that describes design, installation, and performance issues that are at variance with the Contract. Identify and track issues as they are encountered, documenting the status of unresolved and resolved issues

1. Creating an Issues Log Entry

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

b. Assign a descriptive title, date and time of the issue, and name of the individual documenting the issue for tracking purposes.

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

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

e. Include any information that may be helpful in diagnosing or evaluating the issue, and note recommended corrective action, identifying Cx team member responsible for corrective action and expected date of correction.

2. Documenting Issue Resolution

a. Log date correction is completed or the issue is resolved, identifying the name of the individual documenting the resolution.

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

c. Identify changes/deviations from the Cx Plan and/or Contract that may require action.

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

e. Identify name of the individual(s) who corrected or resolved the issue

3. Issues Log Report: On a periodic basis, and at each Cx meeting, the CCxL shall submit a written narrative, for CxP review, of outstanding issues and a status update of the issues log. At a minimum, CCxL shall include the following information in the issues log and expand it in the narrative:

a. Issue number and title

b. Date of the identification of the issue

c. Name of the commissioning team member assigned responsibility for resolution.

d. Expected date of correction

E. Commissioning Report: The CCxL shall submit to the FAA the results of the commissioning process including unresolved issues and performance of systems, subsystems, and equipment to for CxP review. The commissioning report shall indicate whether systems, subsystems, and equipment have been completed and are performing according to Cx Plan and Contract. The commissioning report shall include, but is not limited to, the following:

1. Lists and explanations of substitutions; compromises; variances from the Cx Plan and/or Contract; record of conditions; and, if appropriate, recommendations for resolution. This report shall be used to evaluate systems, subsystems and equipment, and shall serve as a future reference document during the FAA’s occupancy and operation. The report shall describe components and performance that exceed requirements of the Cx Plan and/or Contract, and those that do not meet requirements of the Cx Plan and/or Contract. The report may also include a recommendation for accepting or rejecting systems, subsystems, and equipment.

2. Cx Plan documentation

3. Testing plans and reports

4. Corrective modification documentation

5. Issues log

6. Completed test checklists

7. Listing of off-season test(s) not performed and a schedule for their completion

F. Product Failure (Due to Manufacturer Defect)

1. If 10% (or three, whichever is greater) of identical pieces of equipment fail to perform to the Contract Documents (mechanically or substantively) due to a manufacturing defect, not allowing it to meet its submitted performance specification, all identical units may be considered unacceptable by the FAA. In such case, the D-B-B shall provide the FAA with the following:

a. Within 1 week of notification from the FAA, the D-B-B or manufacturer’s representative shall examine all other identical units making a record of the findings. The findings shall be provided to the FAA within 2 weeks of the original notice.

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b. Within 2 weeks of the original notification, the D-B-B or manufacturer shall provide a signed and dated, written explanation of the problem, cause of failures, etc., and all proposed solutions. The proposed solutions shall not significantly exceed the specification requirements of the original Installing.

c. The FAA will determine whether a replacement of all identical units or a repair is acceptable.

d. Two examples, where applicable, of the proposed solution shall be installed by the D-B-B, and the FAA shall be allowed to test the installation for up to 1 week, at which time FAA will decide whether or not to accept the solution.

e. Upon acceptance, the D-B-B and/or manufacturer shall replace or repair all identical items at their expense. The replacement/repair work shall proceed with reasonable speed beginning within 1 week from when parts can be obtained.

17. DEMONSTRATION & TRAINING PROGRAM

A. The D-B-B shall prepare and implement a comprehensive Demonstration and Training program for FAA’s O&M staff and associated Stakeholders.

B. The D-B-B shall include their Demonstration and Training Program in each of their Cx Plan submittals for the FAA’s review and approval. This includes, but is not limited to, the proposed schedule, duration, location, subjects, instructor, content, number of sessions, allowable number of attendees at each session, etc. for each Demonstration and Training session. Upon review, the FAA may schedule a Training Preparation Conference with the D-B-B to address any questions or concerns prior to approval and/or implementation.

C. The D-B-B shall provide agendas, training manuals, sign-in sheets, presentations, instructional videos, and all other handouts and/or reference materials at least 30 days prior to each demonstration and/or training, and shall provide the completed Demonstration and Training materials in an organized Final Submittal at least 4 weeks prior to requesting Substantial Completion.

D. All Demonstration and Training sessions will be monitored by the FAA. Any session or portion thereof deemed unsatisfactory, based on evaluation of the session, shall be adjusted and repeated by the D-B-B at no additional cost to the FAA.

E. The FAA reserves the right to videotape any and all training materials and presentations, except for proprietary material, and retain all rights for usage of such recorded material to train.

F. The D-B-B shall provide demonstrations for products, systems, and equipment, including Startup, Shutdown, Normal Operation, Emergency Operations, Noise and Vibration Adjustments, Safety Procedures, Economy and Efficiency Adjustments, Effective Energy

– Utilization, Seasonal Adjustment and Operation, Routine Service and Maintenance, Troubleshooting, etc.

G. The D-B-B shall provide O&M Trainings, which include the function, adjustment, repair, and replacement of all components related to the trainee's trade. Safety aspects shall also be stressed. The training shall include, but not be limited to:

1. Preventive and corrective maintenance procedures, including replacement of parts;

lubrication quantities, types, frequencies, and application points; and an estimate of time to perform such procedures.

2. Special tools, techniques, or procedures required for either preventive or corrective maintenance of equipment, or its auxiliary or support systems.

3. Procedures to perform adjustments required for alignment, wear, and calibration for all preventive and corrective maintenance, and an estimate of time required

June 29, 2020 Whole Building Commissioning Requirements Page 14 of 14 performing such procedures.

4. Assembly and disassembly procedures, including parts lists required for appropriate preventive and/or corrective maintenance.

5. Maintenance, overhauls, troubleshooting of equipment, and auxiliary or support systems.

6. Models, "exploded" views, and/or audiovisual materials shall be used as needed.

7. No O&M Training shall be permitted on any piece of equipment that has not been properly installed and tested.

H. The D-B-B shall provide Vendor Training for the operation and maintenance of all major equipment and subsystems for the designated end-users. Vendor training shall be led by qualified instructors of the equipment manufacturers, approved by the FAA, and may include both on and off-site training venues. Generally, manufacturer sales representatives will not be acceptable.

I. All Vendor training shall address routine operational and preventive maintenance, safety considerations, responses to abnormalities and startup, shutdown, and troubleshooting.

1. Classroom Vendor Training shall be structured to develop a basic understanding of the design, function, and capabilities of the equipment and the interrelationship with the process.

2. Field Vendor Training shall be scheduled to commence immediately following the classroom training and shall stress hands-on, performance-based application of the classroom training. Equipment shall be started, and relevant systems and components shall be demonstrated.

3. The D-B-B shall identify additional specific trainings required in their technical specifications. Additional hands-on training shall be provided, as requested by the

FAA.

J. The D-B-B shall provide “Familiarization Tours” of the jobsite throughout construction as required by the FAA can adequately prepare for Commissioning Activities.

K. The D-B-B shall be responsible for coordinating the schedule, content, and duration of training programs with the FAA’s CxP.

END OF COMMISSIONING