01 91 00 USER-General Commissioning Requirements.pdf

PINE RIDGE USP 795,797,800 PHARMACY RENOVATION

HFG Architecture © 2022

GENERAL COMMISSIONING

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SECTION 01 91 00

GENERAL COMMISSIONING REQUIREMENTS

PART 1 GENERAL

1.01 SUMMARY

A. This section includes general requirements that apply to the implementation of the Commissioning Process and the contractors’ participation in this process. Commissioning is a systematic process to provide documented confirmation that the facility’s systems perform according to the criteria set forth in the design documents and satisfy the Owner’s Project Requirements. This is achieved by documenting the Owner’s Project Requirements, the Basis of Design; and continuing throughout construction, acceptance and the warranty period, including actual verification of system performances. The Commissioning Process does not take away from or reduce the responsibility of the system designers or installing contractors to provide a finished and fully functioning facility.

1.02 RELATED DOCUMENTS

A. The Owner’s Project Requirements (OPR) document.

B. The Basis of Design (BoD) document.

C. The Commissioning Plan; which details team members; commissioning work tasks, sequence, and schedule; and quality assurance requirements.

D. ASHRAE Standard 202-2013 - Commissioning Process for Buildings and Systems

1.03 RELATED SECTIONS

A. SECTION 01 79 00 - DEMONSTRATION AND TRAINING

B. SECTION 21 08 00 – COMMISSIONING OF FIRE SUPPRESSION SYSTEMS

C. SECTION 23 08 00 - COMMISSIONING OF HVAC SYSTEMS

D. SECTION 26 08 00 - COMMISSIONING OF ELECTRICAL SYSTEMS

E. SECTION 28 08 00 – COMMISSIONING OF SAFETY AND SECURITY SYSTEMS

1.04 SYSTEMS TO BE COMMISSIONED

A. The following outline of commissioning requirements by Division is provided as a guideline for

Contractor, sub-Contractors, and CxA to understand the nature and extent of commissioning work, so that resources may be properly allocated.

B. Commissioning specifications supplement requirements of individual specifications sections, but shall not be interpreted to replace or diminish the specified scope of any individual section.

C. For all systems listed below, Contractor and Subcontractors shall comply with all commissioning requirements specified.

D. Though listed as separate systems to be commissioned, systems listed below may be commissioned as a part of another system, as opposed to being commissioned separately.

E. Syetems to be Commissioned, Applicable Systems:

1. Division 21 Fire Suppression Systems: For a list of systems which shall be commissioned, refer to Section 21 08 00

2. Division 23 Mechanical Systems: For a list of systems which shall be commissioned, refer to Section 23 08 00.

3. Division 26 Electrical Systems: For a list of systems which shall be commissioned, refer to

Section 26 08 00.

4. Division 28 Electronic Safety and Security: or a list of systems which shall be commissioned, refer to Section 28 08 00.

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1.05 DEFINITIONS

A. Approval: Acceptance that a piece of equipment or system has been properly installed and is functioning in tested modes according to Contract Documents.

B. Basis of Design (BoD): Documentation of primary thought processes and assumptions behind design decisions that were made to meet design intent and satisfy applicable regulatory requirements, standards, and guidelines. Describes systems, components, conditions, and methods chosen to meet intent. The document includes both narrative descriptions and lists of individual items that support the design process.

C. Commissioning Agent (CxA): Independent agent hired by Owner and not associated with Contractor, subcontractors, Architect, Consultants, or Construction Administrator or its staff or consultants. Under Owner’s direction, the CxA will direct and coordinate day-to-day commissioning activities without assuming product or installation liability.

D. Commissioning Process (Cx): A process that coordinates the traditionally separate functions of system documentation, equipment start-up, control system calibration, testing and balancing, training and performance testing. Commissioning requirements do not supersede other requirements of the specifications, but may expand on some of them.

E. Commissioning Team (CxT): Consists of the Owner or Owner's Representative, Commissioning Agent, Design Team, Contractors, Subcontractors, and Vendors.

F. Facility Commissioning: A joint team effort to ensure that all mechanical equipment, controls, and systems function together properly to meet the design intent, to document system performance parameters and to ensure that personnel are adequately trained to operate systems.

G. Functional Performance Test (FPT): Documentation provided and executed by the CxA, with the assistance of the respective contractor or vendor. Testing of the complete systems, as opposed to components, under full operation in various modes through all automatic and manual control sequences of operation using direct observation and monitoring methodology following prescribed test procedures in sequential written form.

H. Logger: Independent monitoring device. Used for verification of proper system operation.

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

J. Pre-Functional Checklist (PFC): Documentation provided by the CxA and executed by the contractor. A checklist of items to inspect and component-level tests, to verify proper installation of equipment prior to functional testing.

K. Sampling: Functional testing only a fraction of the total number of identical pieces of equipment.

L. Seasonal Testing: Testing of equipment, which can be done only during periods of peak heating or cooling, when equipment is operating at full-load conditions.

M. Simulated Condition: Artificially altering the normal operating conditions of equipment or systems, for the purpose of testing the proper response of systems.

N. Trending: System monitoring using the Energy Management and Control System.

1.06 RESPONSIBILITIES

A. The Commissioning Agent: Responsibilities of the CxA include, but are not limited to the following:

1. Coordinate and direct each step of the Commissioning Process for systems being commissioned for this project. Coordinate commissioning work schedule with Project Manager and/or Contractor.

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2. Attend planning and job-site meetings as required to obtain information relating to Commissioning Process.

3. Plan and conduct commissioning scoping and coordination meetings. Provide notice to all Team members to attend scheduled commissioning meetings.

4. Ensure all information required for Commissioning Process from manufacturers, Contractors, and A/E design team is available.

5. Review A/E design documents to gain clear understanding of design intent.

6. Review Contractor submittals for compliance with commissioning needs.

7. Verify that systems and equipment have been installed and started in accordance with manufacturer’s recommendations and with generally recognized construction standards and that documentation of such has been provided.

8. Prepare Pre-Functional Checklists to ensure systems have been installed according to project specifications. Verify that Pre-Functional Checklists have been completed by Contractor and are accurate.

9. Prepare Functional Performance Testing procedures to demonstrate performance of systems according to project specifications. Observe and document performance of systems, as per process detailed in Functional Test procedures.

10. Review Testing and Balancing (TAB) reports, notify Design Team of deficiencies.

11. Recommend acceptance or non-acceptance of systems to Owner.

12. Verify that Owner training is completed for all systems to be commissioned.

13. Compile and maintain Commissioning Issues Log.

14. Provide Final Commissioning Report to Owner.

B. Contractor: Responsibilities of the Contractor as relate to Commissioning Process include, but are not limited to the following:

1. Facilitate coordination of commissioning work by Cx Team. At the Owner’s discretion, Commissioning work will be documented using third party, web-based software. Direct interaction with the software by contractor’s field personnel requires end user devices, such as lap-top, tablet etc.

2. All costs associated with the participation of Contractor, Sub-Contractors, and Equipment Vendors in the Commissioning Process shall be included in the scope of this contract.

3. Attend Commissioning meetings or other meetings called by CxA to facilitate the Commissioning Process.

4. Review Functional Testing procedures for feasibility, safety, and impact on warranty, and provide CxA with written comment on same.

5. Provide all documentation relating to manufacturer’s recommended performance testing of equipment and systems.

6. Provide Operations and Maintenance Data to CxA for preparation of checklists and training manuals.

7. Provide testing and balancing report.

8. Assure and facilitate participation and cooperation of subcontractors (electrical, mechanical, controls, etc.) and equipment suppliers as required for the Commissioning Process.

9. Certify to CxA that installation work listed in Pre-Functional Checklists has been completed.

10. Install systems and equipment in strict conformance with project specifications, manufacturer’s recommended installation procedures, and Pre-Functional Checklists, as prepared by CxA.

11. Provide data concerning performance, installation, and start-up of systems.

12. Provide copy of manufacturer completed start-up forms for equipment and systems.

13. Ensure systems have been started and fully checked for proper operation prior to arranging for Functional Testing with CxA. Prepare and submit to CxA written certification that each piece of equipment and/or system has been started according to manufacturer’s

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01 91 00 - 4 recommended procedure, and that system has been tested for compliance with operational requirements.

a. Contractor shall carry out manufacturer’s recommended start-up and testing procedures, regardless of whether or not they are specifically listed in Functional Test procedures.

b. Contractor is not relieved of obligation for systems/equipment demonstration where performance testing is required by specifications, but a Functional Performance Test is not specifically designated by CxA.

14. Contractor is responsible to schedule and perform all Functional Performance Testing at the direction of the CxA.

15. Coordinate with CxA to determine mutually acceptable date of Functional Performance Tests.

16. Provide test instruments and communications devices, as prescribed by CxA, required for carrying out Functional Testing of systems.

17. Ensure deficiencies shown in the Commissioning Issues Log are corrected within the time allowed for the project.

18. Provide CxA with all submittals, start-up instructions manuals, operating parameters, and other pertinent information related to Commissioning Process.

19. Prepare and submit to CxA proposed Training Program outline for each system.

20. Coordinate and provide training of Owner’s personnel.

21. Prepare Operation and Maintenance manuals and As-Built drawings in accordance with specifications; submit copy to CxA in addition to other contractually required submissions.

Revise and resubmit manuals in accordance with A/E and CxA’s comments.

C. Subcontractors and Vendors:

1. Shall prepare and submit to Commissioning Agent proposed Installation and Startup procedures, to demonstrate performance of systems according to these specifications.

2. Shall execute pre-functional checklists for appropriate equipment and systems.

D. Owner’s Representative: Responsibilities of the Owner’s Representative as related to Commissioning Process include, but are not limited to the following:

1. Arrange for facility operating and maintenance personnel to attend various field commissioning activities and field training sessions.

2. Provide final approval for completion of commissioning work.

3. Ensure that seasonal or deferred testing and deficiency issues are addressed.

E. Architect: Responsibilities of the Architect as related to the Commissioning Process shall include, but are not limited to the following:

1. Attend commissioning scoping meeting and other commissioning team meetings as requested by Commissioning Agent.

2. Perform normal submittal review, construction observation, record drawing preparation, and operations and maintenance data preparation, as required by Contract Documents.

3. Provide design narrative documentation requested by Commissioning Agent.

4. Coordinate resolution of system deficiencies identified during commissioning, as required by Contract Documents.

5. Prepare and submit final as-built design intent documentation for inclusion in Operation and Maintenance Data Manual, and review and approve Operation and Maintenance Data Manual.

6. Warranty Period: Coordinate resolution of design non-conformance and design deficiencies identified during warranty period commissioning.

F. Mechanical, Electrical, Plumbing, Automation, and Specialty Engineers: Responsibilities of the Engineers as related to the Commissioning Process shall include, but are not limited to the following:

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1. Perform detailed submittal review, construction observations, and record drawing preparation, as required by Contract Documents. Perform site observation immediately preceding system startup.

2. Provide design narrative and sequence documentation requested by Commissioning Agent. Assist in clarifying operation and control of commissioned equipment in areas where specifications, control drawings, or equipment documentation are not sufficient for writing detailed testing procedures.

3. Attend commissioning scoping meetings and other commissioning team meetings as requested by Commissioning Agent.

4. Participate in resolution of system deficiencies identified during commissioning, as required by Contract Documents.

5. Prepare and submit final as-built design intent and operating parameters documentation for inclusion in Operation and Maintenance Manual, and review and approve Operation and Maintenance Manual.

PART 2 PRODUCTS

2.01 NO PRODUCTS SUPPLIED

A. Contractors and/or Vendors shall provide specialty testing equipment necessary to fulfill functional testing requirements, for the duration of the testing period.

PART 3 EXECUTION

3.01 GENERAL

A. Contractor shall coordinate with sub-contractors and equipment vendors to set aside adequate time to address Pre-Functional Checklist execution, Functional Testing, Operations and Maintenance Training, and associated coordination meetings.

B. CxA may also conduct site inspections at critical times and issue Cx Field Reports with observations on installation deficiencies so that they may be addressed by appropriate contractor.

3.02 MEETINGS

A. A commissioning team scoping meeting shall be held at a time and place agreed upon shortly after the beginning of the construction phase of the project. Owner, Commissioning Agent, General Contractor, Architect, Mechanical Subcontractor, and Electrical Subcontractor shall be present at this meeting. The purpose of the meeting is to familiarize all parties with the requirements of the commissioning process, and to ensure that the responsibilities of each party are clearly understood.

B. Separate meetings including individual equipment suppliers and subcontractors shall be held prior to commissioning of their systems at the discretion of CxA.

C. Miscellaneous Meetings. The CxA shall plan and conduct other meetings as required as construction progresses. Meetings will cover coordination, deficiency resolution, and planning issues with particular subcontractors. CxA will plan meetings to minimize unnecessary time being spent by subcontractors.

3.03 SYSTEM START-UP

A. Contractor will arrange for start-up of operating equipment and systems prior to scheduling

Functional Testing.

B. Start-up of equipment and systems shall be performed only by a manufacturer’s representative, or person(s) who are specifically manufacturer-approved. All start-up personnel shall be trained and authorized, experienced and knowledgeable in the operations of such equipment and systems.

C. Coordinate schedule for start-up of various equipment and systems so that subsystems required for major systems operation are tested first.

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D. Manufacturer’s start-up reports must be submitted to CxA prior to scheduling Functional Testing.

3.04 PRE-FUNCTIONAL CHECKLISTS

A. Pre-Functional Checklists are important to ensure that equipment and systems are properly connected and installed in accordance with specifications, drawings, manufacturer's requirements, and all applicable codes.

B. Checklists ensure that functional performance testing may proceed without unnecessary delays.

C. Completion of PFCs shall be executed by subcontractor or vendor. Only individuals that have direct knowledge and who witnessed that line item task on PFC was performed shall initial item.

D. Each piece of equipment receives pre-functional checklist form. No sampling strategies are used.

E. PFC for a given system must be successfully completed prior to formal functional performance testing of equipment or subsystems of given system.

F. Pre-functional tasks shall be documented in a checklist format, as prepared and provided by

CxA, for each piece of equipment. Each checklist shall be initialed by Contractor.

G. CxA provided PFCs shall not preclude Contractor from applying his own construction inspection checklists and quality control.

H. All system elements shall be checked to verify that they have been installed, adjusted, and calibrated properly, that all connections have been made correctly, and that it is ready to function as specified. Verify that each piece of equipment or system has been checked for proper lubrication, drive rotation, control sequence, and other conditions which may cause damage.

I. Verify that tests, meter readings and specific electrical characteristics agree with those required by equipment or system manufacturer.

J. All discrete elements and sub-systems shall be adjusted and shall be checked for proper operation. Verify wiring and support components for equipment are complete and tested.

K. Conduct start-up procedure recommended by equipment/system manufacturer.

L. Subcontractors shall clearly list outstanding items of initial start-up and pre-functional procedures that were not completed successfully at bottom of procedures form or on separate sheet attached to form. Completed form and attached sheets shall be provided to Commissioning Agent within 2 days of completion. Installing subcontractor or vendor shall correct deficient or incomplete areas in timely manner and shall submit updated pre-functional checklist and startup report with statement of correction on original non-compliance report.

3.05 FUNCTIONAL PERFORMANCE TESTING

A. The objective of Functional Performance Testing is to demonstrate that each system is operating according to documented design intent and Contract Documents, through all possible modes of operation.

B. Contractors and vendors shall include in their bid proposal all costs associated with participation in the execution of Testing Procedures for all items listed in Part 4 of this specification.

C. Functional Testing is intended to begin upon completion of each system. Functional Testing may proceed prior to completion of systems or sub-systems at discretion of Commissioning Agent. Initiation of system testing, before completion, does not relieve Contractor from fully completing system, including pre-functional checklists as early as possible.

D. Testing shall be conducted under specified operating conditions as recommended or approved by Commissioning Agent.

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E. A Functional Performance Test shall be performed on each complete system. Each function shall be demonstrated to the satisfaction of Commissioning Agent in accordance with proposed test procedures developed to demonstrate compliance with specifications.

F. Each Functional Test shall be witnessed and signed off by Owner’s Representative and Commissioning Agent upon satisfactory completion.

G. All elements of system shall be tested to demonstrate that total systems satisfy all requirements of these specifications. Testing shall be accomplished on hierarchical basis. Test each piece of equipment for proper operation, followed by each subsystem, followed by the entire system, followed by any inter-ties to other major systems.

H. All major testing materials and equipment shall be provided by contractor.

I. Notification, scheduling of functional testing and re-testing

1. Notify CxA and Owner, in writing, of request for scheduling Functional Testing. Submit request no fewer than five (5) business days prior to desired day of testing.

a. Contractor must certify that systems and equipment are functioning satisfactorily, according to specifications and design intent, prior to requesting Functional Testing.

Upon receipt of such certification, CxA will schedule with Contractor a time for the particular system test.

b. CxA will attempt to schedule Functional Testing when convenient for Contractor and his vendors, and to minimize lost time to Contractor.

c. Contractor will resolve all deficiencies identified during initial test prior to submitting request, in writing, for re-testing. Such request for re-testing shall certify that Contractor has resolved all deficiencies, or list reason why any deficiencies remain which cannot be resolved.

d. CxA will re-test to ensure that all deficiencies have been resolved.

e. Deficiencies that were not detected in first Functional Test, but are discovered in subsequent re-testing, are to be resolved by Contractor as if they had been discovered in initial testing.

J. Functional Testing Requirements And Procedures

1. Contractor and Subcontractors shall perform tests in the presence of CxA. Tests not witnessed by CxA shall not be considered complete.

2. To facilitate Functional Testing, when requested by CxA, Contractor shall provide services of personnel to accompany CxA for the duration of Functional Testing, including any follow-up testing. Such personnel must be experienced, qualified, and intimately familiar with the system being tested.

a. Participation by representatives of the EMCS contractor is of particular importance in

Functional Testing. All systems which are controlled and / or monitored by the EMCS are to be thoroughly tested, point by point, through all modes of operation, with the assistance of the Contractor’s representative. Graphics, setpoints, and programming are to be included as a part of Functional Testing as well.

b. Contractors must provide services of personnel to accompany CxA for equipment and systems which may pose particular health and safety concerns, such as steam boilers.

c. Should he fail to provide representative to accompany CxA during Functional Testing, Contractor continues to bear full responsibility for equipment warranty. Owner and CxA will not be held responsible for damage to equipment, or other actions which might impact warranty, when performing Functional Testing of systems where Contractor has not provided authorized accompanying representative to operate equipment.

3. Each system shall be operated through all modes of operation including, but not limited to seasonal, occupied, unoccupied, warm-up, cool-down, part-load, and full-load, where system response is specified.

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a. For multiple units, sampling strategy established by Commissioning Agent and subject to approval of Owner may be used.

b. Verification of each sequence in Sequence of Operations is required.

c. Proper responses to such modes and conditions as power failure, freeze condition, low oil pressure, no flow, equipment failure, and the like, shall also be tested.

4. Functional Testing is to be dedicated solely to testing of equipment and systems, and not to resolution of deficiencies. Deficiencies identified during testing process must be corrected by Contractor at a time other than during Functional Testing.

5. CxA shall issue test reports with readings and checklists and a listing of any deficiencies that must be addressed by Contractor or sub-Contractors.

6. Commissioning Agent shall submit a Final Report to Owner recommending acceptance or non-acceptance of individual system components as well as the systems as a whole.

K. Re-Testing And Failure To Remedy Deficiencies

1. It is expected that some deficiencies will be found during initial inspection and during

Functional Testing; such deficiencies are expected to be minimal.

2. It is Contractor’s responsibility to remedy identified deficiencies, both in Pre-Functional and in Functional Testing phases of work, in a timely and thorough manner.

3. It is Contractor’s responsibility to ensure that all deficiencies are corrected prior to requesting a re-inspection or re-test of systems and equipment. Do not request re-inspection or re-test until deficiencies are corrected.

a. CxA may agree to re-testing systems or equipment where deficiencies remain, which are beyond Contractor’s control to resolve expeditiously.

b. Typically such re-testing of incomplete systems and equipment will take place only if remaining deficiencies are minor in scope and nature, and are of such nature that they cannot be resolved in a timely manner.

4. CxA will carry out a second re-inspection or re-test of systems and equipment subsequent to receiving Contractor’s request.

a. If CxA finds deficiencies identified in initial inspection or test have not been remedied and such remaining deficiencies are significant enough to require additional inspection or re-testing, Contractor will be back-charged for CxA’s expenses and time, at a rate of $200 per hour, for a third and any subsequent re-inspections and re-tests.

3.06 TRAINING

A. Scheduling

1. Provide a proposed schedule and outline of training of Owner's personnel for Commissioning Agent's review approximately 30 days before project completion. The Commissioning Agent will review the submittal.

2. Submit revised outline and fully developed training materials for review by Commissioning Agent, 10 business days prior to scheduled training sessions.

3. Organize training to fit Owner's schedule and to optimize the learning experience. Limit continuous sessions to no more than three hours at a time, or otherwise only as approved by Owner and/or Architect/Engineer.

B. Training Materials

1. Develop Training Manuals to meet requirements of individual equipment specification sections.

2. Operating and Maintenance Manuals alone are NOT considered training manuals. O&M

Manuals may be used as reference, but shall not be considered to meet requirements for training materials.

3. Develop a detailed outline showing how training program will be organized, including classroom and hands-on training as required by individual specifications sections.

4. Provide with training materials, a quick-reference "how-to" index which will allow operators to easily access information included in Training Manuals and/or O&M Manuals. This

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01 91 00 - 9 reference will include, as a minimum; routine normal operating instructions and sequences. Include regulation, control, stopping, shut-down, and emergency instructions.

5. Refer to individual equipment or system specifications for minimum material to be covered as part of the training program.

END OF SECTION

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