7. DMAFB Electrical Dist - Cx Plan.pdf

Commissioning & Procedures (Cx) Plan

DMAFB SUBSTATION

SWITCHING AND DISTRIBUTION

FBNV190002

PREPARED FOR:

UNITED STATES AIR FORCE

DAVIS-MONTHAN AIR FORCE BASE

TUCSON, ARIZONA

PREPARED BY:

INFRASTRUCTURE ENGINEERING SOLUTIONS JV

964 5th Ave, Ste 214

San Diego, CA 92101-6102

PROJECT NO.: 251230

Issue for Construction

January 2024

CxPlan DMAFB Substation Switching and Distribution

Page i

Table of Contents

1 General Description

1.1 Introduction

1.2 Project Scope

1.3 Design Criteria

1.4 Breakdown of Commissioning Responsibilities

1.5 Commissioning Team

1.6 Cx Documentation

1.7 Guiding Design Documents

1.8 List of Systems to be Commissioned

2 Pre-Outage Cx Tasks

2.1 Pole and Substation Foundations

2.2 Pole Installations

2.3 Grounding Systems

2.4 Substation Equipment

3 Outage and Energization Cx Tasks

3.1 De-Energization and Tag-Out of Existing 46kV/13.8kV System

3.2 Disconnect Existing Feeder to DMAFB Switchgear

3.3 Connect New MV Switch Vertical Sections

3.4 Connect New Secondary Feeders to E-House Switchgear

3.5 E-House Switchgear Breakers: Energization of Primary Line

4 Post-Energization Cx Tasks

4.1 Metering Verification and Adjustments

4.2 E-House Switchgear Load Transfer - Outgoing Power

4.3 Voltage Tolerance at DMAFB Switchgear

4.4 Power Factor at DMAFB Switchgear

4.5 Contingency Plan for Unstable Power Conditions

4.6 As Built-Drawings

5 Glossary of Cx Topics

APPENDICES

A Cx Status Check Sheets B Technical Specifications C Inspection and Testing Plan (ITP) D Order and Timing List E Cx Information and Reports F Record of O&M Manual Submittals G Electrical Testing Reports H Owner Training Record

ACRONYMS AND ABBREVIATIONS

Table 1

A Amps (Amperes) ACSR Aluminum Conductor Steel Reinforced

AHJ Authority Having Jurisdiction ASCE American Society of Civil Engineers

AWG American Wire Gauge CAD Computer-Aided Drafting

CMU Concrete Masonry Unit

DE Dead-End DoD Department of Defense

DOR Designer of Record EPD Environmental Protection Division

EPR Ethylene Propylene Rubber

HDPE High Density Polyethylene IEEE Institute of Electrical and Electronics Engineers kA Kilo-Amps kcmil One Thousand Circular Mils kV Kilo-Volts

LED Light-Emitting Diode LOTO Lock-Out, Tag-Out

LV Low Voltage (less than 1000 volts) MSA Munitions Storage Area

MV Medium Voltage (1000 volts to 69 kilovolts)

NEC National Electrical Code NESC National Electrical Safety Code

NFPA National Fire Prevention Association NPDES National Pollutant Discharge Elimination System

O&M Operation and Maintenance OCR Oil Circuit Recloser

OSHA Occupational Safety and Health Administration

PMS Pad Mounted Switch PPE Personal Protective Equipment

PVC Polyvinyl Chloride TOC Table of Contents

UFC United Facilities Criteria

UFGS Unified Facilities Guide Specifications UL Underwriters Laboratories

USACE U.S. Army Corps of Engineers

1 | P a g e

Commissioning and Procedures Plan

1 General Description

1.1 Introduction

For the purposes of this project, Commissioning is defined as a Quality Assurance Process to ensure projects are designed to meet the needs of the user and built as intended by the design team. Commissioning is a team effort that requires the coordination and cooperation of all members of the CxTeam.

Commissioning activities are the shared responsibility of the CxTeam. The team shall consist of

DMAFB (project personnel), Commissioning Authority (CxA), Design Engineers (IESJV), Contractors (including Subcontractors), and Tucson Electric Power (TEP). The CxPlan is the vehicle by which the Cx process is planned and documented. This version of the project

CxPlan was produced by the Design Engineers. However, DMAFB, Contractor(s), and the CxA shall revise the final CxPlan as necessary. The Contractor is responsible for obtaining all documentation related to the commissioning effort and submitting to the CxA for approval.

Commissioning activities shall be conducted by the Contractor. The individual Cx activities shall be witnessed by the CxA were applicable or if requested by DMAFB.

The information contained in this CxPlan outlines the procedures and defines the minimum requirements for commissioning this project.

1.2 Project Scope

The project scope begins at the two TEP Patriot Substation distribution switches for DMAFB.

TEP has designed the feeds to these 13.8kV switches for service to the DMAFB Substation and the switches will be treated as “existing” for ready connection to serve DMAFB Substation. The overhead circuits will include the installation of a series of new steel power poles and two steel distribution structures between TEP and DMAFB as shown on the design drawings.

Existing 46kv-13.8kV Transformer

Deenergize and lock out the existing primary switches feeding the 46kV-13.8kV substation transformer. Disconnect the feeders from the existing 46kV-13.kV switchgear serving the existing DMAFB 15kV switchgear. The 46kV-13.8kV equipment lineup shall remain in place after completion of this project.

Existing 15kV DMAFB Switchgear

Refeed the existing DMAFB 15kV switchgear from the new 15kV E-House switchgear. Wiring and routing shall be installed as described in the design drawings.

Capacitor Bank

The existing capacitor bank shall remain in place after successful transition and testing of power to new 13.8kV Patriot overhead power lines and new DMAFB substation equipment.

Two new 6MVAR capacitor banks shall be installed at the substation for power factor correction. These banks shall be located south of the new DMAFB Substation E-House as shown on the design drawings.

Distribution Structure with Switches

A new steel structure with overhead line switches shall be installed within the substation for connection to the new 13.8kV Circuit #1. Underground primary duct bank with 5-inch conduits will be installed from the Structure to the new E-House.

A new steel Structure with overhead line switches will be installed within the substation for connection to the new 13.8kV Circuit #2. Underground primary duct bank with 5-inch conduits will be installed from the Structure to the new E-House.

Substation Grounding and Slab

A new grounding grid shall be installed for connection to new electrical equipment and E-

House. The new ground grid shall be tied into the existing substation grounding system as shown on the design drawings.

New concrete slabs shall be poured in place for E-house and equipment foundations.

Electrical Equipment Locations

The proposed locations for the substation E-House, structures, capacitor banks, duct banks, and steel poles are shown on the design drawings. New equipment locations have been selected to best align with existing/new devices and incoming overhead feeders.

1.3 Design Criteria

1.3.1 Standards

The following Standards and Publications were referenced in the design of this project:

▶ Air Force instructions, manuals, and Engineering Technical Letters

▶ American Society of Civil Engineers (ASCE) / Structural Engineering Institute (SEI) o ASCE/SEI 48: Design of Steel Transmission Pole Structures o ASCE/SEI 72: Design of Steel Lighting Support Pole Structures

▶ American Society for Testing and Materials International o ASTM A871: Standard Specification for High-Strength Low-Alloy Structural Steel

Plate with Atmospheric Corrosion Resistance

▶ Arizona Building Code (ABC) – Adopts 2018 International Building Code (IBC) with state and local amendments, as applicable.

▶ Institute of Electrical and Electronics Engineers (IEEE) o IEEE C2: National Electrical Safety Code (NESC) – Latest Edition o IEEE 399: Recommended Practice for Power System Analysis – Latest Edition

▶ National Fire Protection Association (NFPA) o NFPA 70: National Electrical Code (NEC) – Latest Edition o NFPA 70E: Standard for Electrical Safety in the Workplace – Latest Edition

▶ Unified Facilities Criteria (UFC) o UFC 3-550-01: Exterior Electrical Power Distribution o UFC 3-501-01: Electrical Engineering o UFC 4-010-01: DoD Minimum Antiterrorism Standards for Buildings

▶ Occupational Safety and Health Administration (OSHA) o 29 CFR 1910.147: The Control of Hazardous Energy (Lockout/Tagout)

▶ Air Force Manual (AFMAN) o AFMAN 91-201: Explosives Safety Standards

▶ United States Department of Agriculture (USDA) o USDA RUS Bulletin 1724E-214: Standard Class Steel Transmission Poles

1.3.2 References

The following references were provided by USAF for use in the design of this project:

▶ Statement of Work for FBNV190002, Repair-Construct Primary Electric Distribution for

Energy Resiliency, Basewide, dated November 19, 2020.

▶ 251230 Davis-Monthan, Power System Report by Infrastructure Engineering Solutions JV, June 15, 2022.

1.4 Breakdown of Commissioning Responsibilities

Note: This is an overview and is not meant to list all necessary duties each party must fulfill during the Cx process.

General Contractor / Construction Manager GC(CM):

▶ Responsible for ensuring all Contractors fulfill project Cx requirements.

▶ Organize appropriate Contractors relative to their Cx process role.

▶ Assist the CxA in scheduling Cx meetings, invite appropriate parties to Cx meetings, and attend all such meetings.

▶ Assist the CxA in validating the Cx process.

▶ Assist in reviewing and revising the CxPlan as needed.

▶ Maintain up to date field copy of the CxPlan during construction.

▶ Assist in development of order and timing.

▶ Integrate order and timing into the project schedule.

▶ Obtain documentation for inclusion in the CxPlan.

▶ Ensure system is ready for start-up and schedule start-up events.

▶ Oversee the drawing coordination.

▶ Provide final system O&M manuals.

Contractors:

▶ Attend meetings.

▶ Invite appropriate parties to meetings.

▶ Provide documentation for inclusion in the CxPlan.

▶ Assist in development of order and timing.

▶ Assist in reviewing and revising the CxPlan as needed.

▶ Be ready for Start-Ups, Functional Tests, and any Cx events.

▶ Conduct pre-start checks.

▶ Organize vendor check/test/starts.

▶ Attend/conduct start-ups.

▶ Functionally test systems with CxA witnessing.

▶ Attend/conduct training.

▶ Provide O&M manuals.

Commissioning Authority (CxA):

▶ Write commissioning meeting minutes.

▶ Review shop drawings in parallel with Engineer of Record (EOR) .

▶ Develop order and timing (lead).

▶ Develop and update the project CxPlan (lead).

▶ Schedule meetings.

▶ Write Cx Reports.

▶ Witness Cx activities.

▶ Coordinate DMAFB personnel for Cx activities.

▶ Troubleshoot in cooperation with EOR.

▶ Enforce CxPlan.

▶ Review, approve, and store O&M manuals.

1.5 Commissioning Team

Note: The following list includes names of individuals and organizations involved directly or indirectly in the Cx process for this project.

Table 2 - CxTeam Contact Information

Name Company Role Phone Email

Max Mote

DMAFB Project Manager (520) 820-0419 Max.Mote.1@us.af.mil

Tim Snyder

DMAFB Construction Manager

(520) 419-0012 Timothy.Snyder.3@us.af.mil

Doyace Wilson

TEP Engineering Project Manager

(520) 528-7450 DWilson@tep.com

Rustyn Sherer

TEP Project Engineer (520) 623-7711 Rustyn.Sherer@tep.com

Kirsten Horston

EATON Application Engineer

(404) 667-8624 KirstenBHorton@eaton.com

Stephen Santilian

WSP USA Lead Electrical Engineer

(770) 853-8041 Stephen.Santilian@wsp.com

Philip Marcum

WSP USA Project Manager (404) 310-0849 Philip.Marcum@wsp.com

1.6 Cx Documentation

The procedures and the forms that document Cx activities shall be developed by the CxA with the assistance of the CxTeam.

Documentation typically required for Cx includes but is not limited to the list below. Copies of this documentation must be collected by the CxA from the Contractors and inserted into the

Commissioning Plan for record keeping.

▶ Installation Sequences

▶ Manufacturer’s Factory Testing Certificates

▶ Cx Status Check Sheets

▶ Pre-Installation Check Sheets

▶ Pre-Start Checklists

▶ Manufacturer’s Check, Test, and Start Forms

▶ Functional Test Forms

▶ Performance Test Data Report

▶ Order and Timing Schedule

▶ Training Plan / Attendance Sheets

▶ AHJ Approval Documentation

▶ Various Project Specific Certifications/Field Test Reports

▶ Cx Meeting Minutes

▶ Cx Reports

▶ Transmittal Record

1.7 Guiding Design Documents

Owner’s Project Requirements (OPR)

The OPRs are captured in a separate report titled “Requirement and Management Plan

(Ramp)” and dated June 15, 2022 . This document is the IESJV’s initial investigation into the proposed project and details the existing conditions, project goals, and design options. The options and information in the report were analyzed and considered by the entire team to recommend a high-level design for this DMAFB Distribution project.

Design Analysis (DA)

The Design Analysis (DA) is a separate document submitted along with the final project construction documents. Refer to the final DA for project details which has led the design team to the final set of construction documents.

Protection & Controls (P&C) Report.

The P&C Report is a separate document submitted along with the final project construction documents. Refer to the final P&C Report for metering and relay configuration details which highlight the protective logic implemented into the electrical system. Additionally, the P&C

Report details the intelligent switching between the primary and secondary 13.8kV lines.

Construction Drawings

The Issued for Construction drawings will be the central piece of the design documents and will detail out the overall design of the project and contractor’s scope of work.

Construction Specifications

The project specifications will detail out the materials and criteria the standards to which the contractor’s work and products must meet.

1.8 List of Systems to be Commissioned.

System Voltage at Existing DMAFB Switchgear

15kV Switchgear (E-House)

▶ 1) Breakers shall be tested for trip and close operation.

▶ 2) Schweitzer Engineer Laboratories (SEL) relays shall be tested for breaker tripping and transfer logic programming.

Underground 15kV Feeders

▶ 1) DMAFB Substation

▶ 2) Patriot Substation

Overhead 15kV Circuits and Manually Operated Switched

15kV Incoming Switches (Existing DMAFB Switchgear)

Capacitor Banks

Grounding System (New Inside DMAFB Substation)

Verify grounding continuity to existing substation grounding.

208Y/120V Station Service Power (E-House)

125VDC System (E-House)

HVAC (E-House)

Lighting (E-House)

2 Pre-Outage Cx Tasks For all commissioning tasks, refer to Guiding Design Documents section as for key parameters needed to be achieved by specific equipment/systems to pass the commissioning tests.

2.1 Pole and Substation Foundations

Provide and install.

2.2 Pole Installations

Provide and install.

2.3 Grounding Systems

Provide and install.

2.4 Substation Equipment

Provide and install.

Visual Inspection of New Equipment

Contractor to examine all equipment upon arrival to site for damage due to shipping and/or handling. Any equipment deemed to have been damaged during shipping and/or handling shall not be accepted and shall not be used for system installation. Any deviations from this shall be cleared by DMAFB and the CxA.

Installation of New Equipment

The new 13.8kV feeds from TEP Patriot Substation to DMAFB Substation are completely independent from the existing 46kV lines. This understanding is critical in planning and executing the installation of the new system ahead of the final outage. Most of the new equipment installation, testing, and commissioning can and should be executed prior to swapping DMAFB over to the new power feeds from the TEP Patriot substation. Only those items listed in “Section 3: Outage and Energization Cx Tasks” should wait until the planned base outage to be carried out.

Grounding & Bonding Testing

The new ground grid inside DMAFB substation supporting the new E-House, capacitor banks, lightning mast, and Structure structures shall be tested to ensure it is bonded to the existing ground grid. Further, the overall ground grid shall have a measured value of less than 5 ohms at all tie-in points.

Manual Cutout Switch Testing

New 15kV cut-out switches at the TEP Patriot Substation and DMAFB substation shall be tested for proper operation.

E-House Tests

▶ The station service power shall be tested and adjusted to ensure proper 208V, 3-phase power is supplied to the E-house via the Station Service Transformer.

▶ The building HVAC system shall be tested for proper operation. This includes the separate air conditioners, heaters, and exhaust fans.

▶ The building interior and exterior lighting system shall be tested for proper operation.

This includes manual switching, occupancy sensor controls, photocell controls, and emergency lighting. Minimum footcandle levels shall comply for both normal and egress conditions as noted in the lighting study.

▶ The E-House DC power supply shall be tested to provide the required 125VDC to the E-

House switchgear. The DC system shall provide full voltage under normal operating conditions and under loss of 13.8kV power conditions.

Voltage Tolerance at E-House Swgr

The voltages for both incoming lines at the E-House switchgear shall be within 3% of 13.8kV.

SEL Relay Programming

The E-House Switchgear SEL relays should be programmed per the P&C Report by an authorized SEL field engineer.

E-House Switchgear Breakers: Trip & Close Testing

The E-House Switchgear breakers should be tested for proper trip and close operation.

E-House Switchgear Load Transfer - Incoming Power

Test the load transfer between the incoming feeder lines for proper operation. The breakers should follow the SEL programmed sequence as outlined in the P&C Report. In particular, the

SEL relays should follow the interlocking scheme and test for alternate power prior to swapping incoming lines.

3 Outage and Energization Cx Tasks

3.1 De-Energization and Tag-Out of Existing 46kV/13.8kV System

The existing 13.8kV feeds via the 46kV/13.8kV equipment shall be tagged out the day of the scheduled base outage. The 46kV lines shall be tagged out at the Motor Operated Switches outside DMAFB for both the primary and secondary lines. Additionally, all the existing 13.8kV switchgear breakers inside DMAFB substation shall also be tagged out.

3.2 Disconnect Existing Feeder to DMAFB Switchgear

The existing 13.8kV feeders via the 46kV/13.8kV equipment to DMAFB Switchgear shall be disconnected from the incoming section the day of the scheduled base outage. These feeders shall be left in place for reconnection as outlined in “Section 4.5: Contingency Plan for Unstable

Power Conditions”.

3.3 Connect New MV Switch Vertical Sections

The new MV switches for the DMAFB switchgear shall be connected as shown on the design documents to the existing DMAFB Switchgear. The new primary feeder from the E-House

Switchgear shall be terminated onto the incoming switches as shown on the design documents.

3.4 Connect New Secondary Feeders to E-House Switchgear

The secondary feeders going to the existing DMAFB Switchgear shall be terminated onto the

E-House Switchgear outgoing breakers.

3.5 E-House Switchgear Breakers: Energization of Primary Line

Closing of the primary outgoing E-House Switchgear breaker at this stage will reenergize the existing DMAFB Switchgear and, thus, reenergize the entire base. Coordinate this step with

DMAFB and CxA prior to final energization.

4 Post-Energization Cx Tasks

4.1 Metering Verification and Adjustments

The Ion Meters and SEL Relays at the existing DMAFB Switchgear and E-House shall be checked for appropriate readouts. PT, CT, and Relay adjustments shall be made as necessary.

4.2 E-House Switchgear Load Transfer - Outgoing Power

Test the load transfer between the outgoing feeder lines for proper operation. The breakers should follow the SEL programmed sequence as outlined in the P&C Report. In particular, the

SEL relays should follow the interlocking scheme and test for switchgear bus power prior to swapping outgoing lines.

4.3 Voltage Tolerance at DMAFB Switchgear

The voltages for both incoming lines at the existing DMAFB Switchgear shall be within 3% of

13.8kV.

4.4 Power Factor at DMAFB Switchgear

The Power Factor at the existing DMAFB Switchgear shall be minimum of 80%.

4.5 Contingency Plan for Unstable Power Conditions

The CxTeam shall make appropriate checks and adjustments where possible to correct any unstable power conditions after switching to the new 13.8kV lines from the TEP Patriot

Substation. These corrections must take place during the allotted outage time frame.

In the event the CxTeam determines the unstable power conditions cannot be corrected during the outage time frame, the CxTeam will revert power to the base from the original

46kV/13.8kV equipment. The new 13.8kV feeder breakers to the DMAFB Switchgear will then be tagged out.

The deficient power conditions and causes will be fully assessed after the base power is back online from the original 46kV/13.8kV equipment. A new outage date will then be coordinated with DMAFB. The necessary steps from Chapter 3 and all the steps in Chapter 4 will be executed again during the new outage until the transfer of power to the TEP Patriot

Substation is successful.

All costs associated with re-scheduling the outage will be incurred by the General Contractor

(GC).

4.6 As Built-Drawings

Provide As-Built drawings to DMAFB for record keeping.

5 Glossary of Cx Topics

Owner’s Project Requirements (OPR)

The OPR is a detailed description of DMAFB’s goals and requirements for the project, and the base’s expectations on how the final installed product will be used and operated.

Design Analysis (DA)

The DA is detailed description of the design team's concepts, assumptions, calculations, decisions, product selections, and operating conditions used to meet the OPR and to satisfy applicable codes, standards, and guidelines.

Commissioning Plan (CxPlan)

The CxPlan (this document) outlines the project specific requirements and responsibilities of the Cx process. The CxPlan also stores all validating documentation related to the Cx process in a hard cover 3-ring binder with a table of contents and tabbed sections. At minimum two

(2) copies of all binders shall be maintained, one by the CxA, and a field copy by the GC. It is the responsibility of the Contractors to provide, through the GC (CM), all Cx documentation, for insertion in the master CxPlan, which will be held by the CxA. The GC (CM) shall maintain a parallel field copy of the CxPlan. Once all project commissioning activities are complete including the resolution of issues, the CxA shall transmit the completed CxPlan to DMAFB for archiving.

The CxA reviews the OPR and DA and extracts the requirements pertinent to the Cx process.

Communication

The commissioning process shall follow the same communication procedures established for the balance of the project.

Installation Sequence

The installation sequence is a written plan developed by the installing Contractor for completing the installation of the system. It may be required where phasing of the installation is critical, and when delivering and rigging are especially sensitive. Installation sequences are required at the discretion of the CxA.

Coordination Drawings

Coordination drawings are required on many projects, especially where spatial constraints make installation difficult. Coordination drawings are addressed in the specification. The coordination drawing process is orchestrated by the GC (CM) with the cooperation and participation of all Contractors. The CxA shall be invited to all coordination meetings. The CxA will typically attend the first few coordination drawing meetings and thereafter at his/her option.

Manufacturer’s Factory Testing Certificates

Testing certificates of factory tested systems (HVAC, panelboards, switchgear, etc.) or components. Testing may consist of functional testing, performance verification, acoustic testing vibration testing, etc. Certificates shall be archived for future reference.

Commissioning Status Check Sheets

Check sheets, organized in a summary basis, that track the progress of equipment and systems, from submittal phase, through installation, pre-start tests, start-up, functional testing, and ultimately final acceptance. The check sheets are reviewed and updated during Cx meetings.

Pre-Installation Check Sheet

All materials and equipment shall be inspected for damage, compliance to the approved submittal, etc. upon arrival from the supplier. Certain materials or equipment identified in the

Commissioning Status Check Sheets or as otherwise required by the CxA shall be certified as examined via a standardized "Pre-Installation Check Sheet" form. Equipment manufacturers often have a pre-installation checklist used to make sure installation will go according to plan.

In such cases, this form shall be filled out and submitted with the standardized form. Check sheets are completed by the appropriate Contractor foreman and submitted to the CxA.

Pre-Start Checklists

A pre-start form developed by the CxA is required for all major equipment. Verifies such items as nameplate clean-up, clean filters installed, etc. has occurred before official start-up and/or

Functional Testing can commence. When a manufacturer includes a pre-start form or procedure, this must be part of the pre-start checklist. These checks must be performed and documented by the Contractor, and a copy of the document provided for the CxPlan. Pre-

Start Checklists shall include date and name/affiliation of the individual completing the check list.

Manufacturer's Check, Test, and Start

If specified or otherwise agreed to by the commissioning team, a manufacturer's technician will check, test, and start (CTS) a piece of equipment related to a system (such as a pump) or an entire system (such as an R.O. System). Whenever a manufacturer's technician performs a CTS, a form documenting the CTS, along with the technician’s name, affiliation, date, equipment name and serial number, and actions taken, must be provided for inclusion in the CxPlan. The

CxA must be invited to all CTS'.

Functional Test (and Procedure)

"Official" start-up and commissioning of the equipment and/or system, witnessed by the CxA.

Occurs after all pre-functional Cx activities (completion of related pre-start checklists, manufacturer's CTS, etc.) have been successfully completed. Functional testing often consists of two parts. The first is the actual start-up, where it is demonstrated that the equipment/system functions with no apparent problems. The second part is detailed testing, normally associated with controls verification, to assure that the system works correctly under all operating modes or situations.

The CxA will develop, in cooperation with the Contractor, functional test procedures and forms that document the functional testing.

In the case of controls, in addition to a testing procedure for verification of each step of the controls sequence of operation, the Contractor shall also provide a detailed check list to verify proper function of every control point installed.

Functional testing is done to ensure that various components of systems, especially controls, work in conjunction with one another, as intended by the manufacturer and the system designer. Functional testing demonstrates all interlocks and safeties, valves, dampers, and motors operate and also verifies control logic, etc. Portions of functional testing may be covered during the manufacturer’s CTS. However, detailed functional test procedures specific to the particular equipment and systems shall be used to comprehensively validate that the design document and OPR requirements have been met. Functional testing is the responsibility of the Contractor, with the cooperation and assistance of the CxA.

Functional test procedures and forms shall in all cases be developed by the CxTeam prior to equipment start-up. Activities must be scheduled to allow the CxA to participate and/or observe.

Performance Testing

Performance testing is conducted to ensure that equipment capacity scheduled and submitted is being attained by the equipment as installed. Performance testing is not typically required, although it is specified for some equipment such as cooling tower installations (CTI) testing. Accurate and meaningful performance testing is often difficult to achieve in the field, in that installation conditions and ambient conditions are difficult to control. Consequently, performance testing plans must be carefully developed by the Contractor, submitted and approved prior to conducting tests. Where required, performance testing is the responsibility of the Contractor, with the cooperation and assistance of the CxA. Activities shall be scheduled to allow the CxA to participate and observe.

Order and Timing

Commissioning shall occur as project construction progresses, it cannot be left until the end of construction. Order and timing is a list of each commissioning activity including duration, sequenced in an order that permits commissioning to proceed logically. Once developed by the CxA, each activity shall be integrated into the project construction schedule by the GC

(CM). For example, an air handler serving VAV boxes must be commissioned before the VAV boxes. A sanitary pump serving a back-washed filtration system must be commissioned before the filtration system. A heating system may need to be commissioned before the heating season to allow architectural finish work to occur. The CxA often uses the order and timing list to track the progress of commissioning. A sample order and timing list can be found in Section 1.6

Operation and Maintenance (O&M) Manual

Detailed O&M Manuals are required for all projects. Normally a minimum of 3 separate types of O&M manuals are required: architectural, mechanical, and electrical. The minimum content of O&M manuals shall be per the project’s. A draft copy of each O&M manual type must be submitted for CxA approval via the project’s normal submittal review process, prior to submitting four (4) copies of each type for final review. Do not submit draft or final O&M

Manuals that do not comply with the requirements of the O&M Manual checklist. Final O&M

Manuals must be submitted at least two (2) weeks prior to training.

Training

Training is required for most equipment and systems. The CxA will develop an "overview" style training document(s) that generally describes design intent, performance specs, area served, etc., for inclusion in the project O&M. The CxTeam will jointly develop an integrated training plan: topics, dates, durations, etc. At each training session, the CxA will provide "overview" training (based on the overview training document) and the Contractor will provide equipment specific training and/or other training as per the Specifications. The CxA and

Contractor shall document each training session (attendance and brief report, which shall be inserted in the CxPlan). Store training session sign-in attendance lists.

The final project O&M must be submitted at least 2 weeks prior to training. The training report form shall be included in the CxPlan to document each training event.

AHJ Approval Documentation

The CxA will collect up various documentation from AHJs. Copies of this documentation shall be retained in the CxPlan.

Test and Balance (CHAPTER) Activities

The CxA and the contractors shall convene a pre-balance conference to assess readiness for

CHAPTER activities, to coordinate CHAPTER activities with commissioning activities (e.g.

Functional Tests), and to review the methodology the CHAPTER Contractor proposes to test and balance the various systems. Any concerns identified shall be resolved prior to CHAPTER activities commencing.

The CxA will monitor the project CHAPTER activities and shall be provided CHAPTER data before the CHAPTER Contractor leaves the work site each day. Any significant deficiencies shall be reported to the CxA at that time. The CxA will assess the impact of such deficiencies on the ability of the project to be successfully commissioned by Substantial Completion and will notify the GC as concerns emerge.

Project Specific Certifications and Field Test Reports

The GC shall provide certifications and field reports required by the project documents, any provided by manufacturer start-up or trouble shooting technicians, and any other incidental certification or field reports generated during the project and deemed appropriate by the CxA, for inclusion in the CxPlan. These reports shall be retained in the related equipment or system section.

Commissioning Meeting Minutes

The CxA will generate commissioning meeting minutes and minutes of special commissioning meetings. Copies shall be retained in the CxPlan.

Commissioning Reports

The CxA will generate periodic commissioning reports summarizing commissioning progress, impediments, issues, and resolutions, and a final commissioning report. These reports shall be retained in the CxPlan.

Transmittal Record

Copies of all transmittals related to commissioning shall be retained in the CxPlan.

APPENDICES – Commissioning

Documentation

A Cx Status Check Sheets B Technical Specifications C Inspection and Testing Plan (ITP) D Order and Timing List E Cx Information and Reports F Record of O&M Manual Submittals G Electrical Testing Reports H Owner Training Record

Appendix A – Cx Status Check Sheets

Appendix B – Technical Specifications

Appendix C – Inspection and Testing Plan

(ITP)

Appendix D – Order and Timing List

Appendix E – Cx Information and Reports

Appendix F – Record of O&M Manual

Submittals

Appendix G – Electrical Testing Reports

Appendix H – Owner Training Record