9-Attach J - McKinstry Controls Cx Roles Responsibilities.pdf

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Attached to
RFP - Whittier Elementary HVAC Electrification - Electrical Services
Solicitation number
TB2638-WE
Issued by
Salt Lake County, Salt Lake City, Utah

About this file

This is an attachment document detailing Controls Commissioning Roles and Responsibilities for the Salt Lake City School District's HVAC Electrification project at Whittier Elementary School, prepared in conjunction with design-build partner McKinstry. The document establishes the scope of work and technical requirements for the Controls Contractor, who is responsible for managing all aspects of controls system installation, commissioning, and owner training. Key responsibilities include appointing a qualified Test Engineer to oversee all work; performing installation observations and certifications; completing start-up and checkout procedures with documented results; calibrating all control sensors with NIST traceable certification preferred; adjusting control actuators, dampers, and valves; and performing point-to-point checkout to verify each control point functions as intended. The Controls Contractor must provide all necessary equipment, software, tools, and instrumentation required for testing and calibration, with responsibility for remedial expenses resulting from inaccurate instrumentation.

The Controls Contractor is additionally required to develop repeatable functional test procedures documenting individual systematic tests, expected system responses, and acceptance criteria for all sequences of operation including start-up, shutdown, unoccupied modes, power failure scenarios, alarms, equipment staging, and interlocks. The contractor must provide comprehensive owner training conducted by qualified individuals for sufficient duration to ensure facility staff can optimally operate, maintain, and replace commissioned systems, with sign-off documentation required from attending staff. The Controls Contractor must also prepare Operations and Maintenance manuals in electronic format, with all work submissions, certifications, and reports delivered electronically to the McKinstry Construction Manager for approval by the Design Engineer and Commissioning Agent.

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Text version

Last Revision: 10/25/2017 1

ATTACHMENT D

CONTROLS COMMISSIONING ROLES AND RESPONSIBILITIES

REVISED 10/18/07

L in e

Commissioning Activities: Clarification Control Contractor Scope

1 Controls Contractor

Communication

Requirements

The control contractor is responsible for prompt notification and resolution (if applicable) of any deficiencies preventing proper system operation or compliance with the Commissioning scope below.

2 Controls Contractor Logistics

Requirements

Control Test Engineer will also provide any necessary, computers, software, meters, instruments, tools, and ladders needed to accomplish the

Commissioning scope below.

3 Controls Contractor Testing and Calibration

Requirements

Instruments used to field test and calibrate must be of high quality, suited to the task, and accurate. NIST traceable calibration certificates preferred but not mandatory.

Control Contractor is responsible for all remedial expenses caused by use of inaccurate instrumentation.

4 Identify Test Engineer for

Controls Contractor.

Controls Contractor shall appoint a qualified Test

Engineer to manage and certify that installation, start-up, check out, commissioning, owner training and O&M manuals work is performed according to the project requirements.

5 Installation Observation:

6 Controls Contractor Test

Engineer certifies installation.

Ensure that features and systems are properly installed according to the contract documents and manufacturer's instructions and that other building systems or components are not compromising the performance of the feature.

Controls Contractor Test

Engineer submits certification

(electronically) that features and systems are properly installed according to the contract documents and manufacturer's instructions and that other building systems or components are not compromising the performance of the feature.

7 Observe installation of

Controls System

Commissioning Agent or

McKinstry Construction

Last Revision: 10/25/2017 2

Manager performs inspections after each Test Engineer certifies installation in writing.

8 Start-up and Checkout:

9 Complete start-up and initial checkout of Controls System.

10 Clearly document start-up and checkout results according to manufacturer's written instructions and the contract documents.

Controls Contractor Test

Engineer compiles electronic copies of start-up and checkout results and certifies that start up and checkout procedures have been completed according to the contract documents and product manufacturer's instructions. This electronic document package is submitted to the

Commissioning Authority.

11 Sampling:

12 Perform appropriate sampling technique to verify that the start-up and initial checkout of systems have been completed.

Controls Contractor Test

Engineer and any necessary technicians shall be available on request of Commissioning

Agent or McKinstry

Construction Manager to demonstrate start-up and checkout of systems are complete.

13 Complete calibration of all control sensors.

Record any intercept, scale, or offset changes where calibration required deviation from factory default values.

Controls Contractor Test

Engineer submits a calibration commissioning report to

McKinstry Construction

Manager (electronically). Test

Engineer for Controls

Contractor submits certification to McKinstry

Construction Manager

(electronically) that each sensor is calibrated according to the product manufacturer's instructions and contract documents.

14 Perform appropriate sampling technique to be reasonably sure that all sensors have been calibrated.

Controls Contractor Test

Engineer (and any other necessary field staff) shall be available on request of

Commissioning Agent or

McKinstry Construction

Manager to demonstrate calibration of sensors is complete.

Last Revision: 10/25/2017 3

15 Complete adjustment of control actuators, dampers and valves.

Verify full open, full closed and linear scaling of analog inputs/outputs for valve and damper actuators. Verify through visual observation.

Controls Contractor Test

Engineer submits a control actuator, damper and valve commissioning report to

McKinstry Construction

Manager (electronically). Test

Engineer for Controls

Contractor submits certification to McKinstry

Construction Manager

(electronically) that control actuators, dampers and valves have been adjusted to operate according to the product manufacturer's instructions and contract documents and that BAS reported values are accurate.

16 Perform appropriate sampling technique to verify operation of control actuators, dampers and valves.

Controls Contractor Test

Engineer (and any other necessary field staff) shall be available on request of

Commissioning Agent or

McKinstry Construction

Manager to demonstrate operational commissioning of control actuators, dampers and valves is complete.

17 Complete a point to point checkout of the control system

Verify that each control point is commanding, reporting, and controlling according to the intended purpose.

Controls Contractor Test

Engineer submits a point to point commissioning report to

McKinstry Construction

Manager (electronically). Test

Engineer for Controls

Contractor also submits certification to McKinstry

Construction Manager

(electronically) that each control point is commanding, reporting, and controlling according to the intended purpose.

18 Perform appropriate sampling technique to verify that the point to point checkout has been completed.

Controls Contractor Test

Engineer (and any other necessary field staff) shall be available on request of

Commissioning Agent to demonstrate point to point checkout is complete.

19 Functional Testing:

20 Controls Contractor Test

Engineer writes repeatable test procedures to

Clearly document the individual systematic test procedures, the expected

Controls Contractor Test

Engineer submits functional test procedures to McKinstry

Last Revision: 10/25/2017 4 functionally test components and systems.

system response or acceptance criteria for each procedure, the actual response for findings, and any pertinent discussion.

Include trend information that will be used to evaluate system performance.

Include complete, approved, as-built sequence of operation.

Construction Manager

(electronically). Design

Engineer and Commissioning

Agent or McKinstry

Construction Manager approves test procedures.

21 Test each sequence in the sequence of operations and other significant modes.

Perform Functional

Performance Tests.

Sequences and control strategies include start-up, shutdown, unoccupied and manual modes, modulation up and down the unit's range of capacity, power failure, alarms, component (unit and pump) staging and backup upon failure, interlocks with other equipment, and sensor and actuator calibrations.

Test all larger equipment individually. Confirm and document equipment operates "stand-alone" when disconnected from DDC network and communication failure alarms. Similar units that are numerous (e.g.

smaller rooftop units, air terminal units, exhaust fans) may require a specific sampling strategy.

Controls Contractor Test

Engineer submits a sequence of operation commissioning report to McKinstry

Construction Manager

(electronically). Test Engineer for Controls Contractor submits certification to

McKinstry Construction

Manager (electronically) that sequences of operation have been individually tested and operate according to the contract documents. Test

Engineer for Controls

Contractor (and any other necessary field staff) shall be available on request of

Commissioning Agent or

McKinstry Construction

Manager to demonstrate that these tests are complete.

22 Training:

23 Provide adequate training for

Owner's staff

The training must be performed by qualified individuals for a sufficient duration to ensure that facility staff has all the information needed to optimally operate, maintain and replace the commissioned features and systems.

Controls Contractor provides

Owner training. Owner facility staff attending training sessions "sign off" on attendance sheets and "sign off" on thoroughness of training sessions. Controls

Contractor Test Engineer provides electronic copies of

Training Session attendance sheets and signed Owner

Acceptance of Training sheets to McKinstry Construction

Manager.

24 O&M Manuals:

25 Prepare O&M manual. Controls Contractor Test

Engineer provides electronic copies of O&M Manuals to

Last Revision: 10/25/2017 5

McKinstry Construction

Manager for compiling into a single electronic document.

Design Engineer and

Commissioning Agent or

McKinstry Construction

Manager approves test procedures.

File details come from the government source that posted it. Updated .