Attachment 4 CX Plan 668-22-105 Upgrade AHU 9 and 15.pdf

Date Submitted: July 2, 2025

CxA

MES Group Inc.

550 N Reo St, Suite 203 Tampa, FL 33609

(813) 289-4700

U.S. DEPARTMENT OF VETERANS AFFAIRS

Upgrade AHU(s) 09 & 15 Mechanical System Building 1

Mann-Grandstaff VA Medical Center Spokane, WA

Project 668-22-105

100% Construction Documents Project Commissioning Plan

Department of Veterans Affairs

Upgrade AHU(s) 09 & 15 Building 1

Mann Grandstaff VAMC Spokane, WA

EXECUTIVE SUMMARY

This page will provide a summary of the findings of the Commissioning Process upon completion of Commissioning Activities.

Bookmark Summary

Title Sheet Page 1 Executive Summary Page 2 Table of Contents Page 3 Introduction Page 4 Commissioning Goals Page 7 Project Description Page 7 Commissioning Scope Page 8 Systems to be Commissioned Page 15 Commissioning Team Page 16 Commissioning Communications and Documents Distribution Page 20 Design Phase Commissioning Page 24 Construction and Acceptance Phase Commissioning Page 26 Team Member Roles adn Responsibilities Page 28 Commissioning Schedule Page 49 Appendix A - Field Reports Page 53 Appendix B - Commissioning Review Log Page 54 Commissioning Issues Log Page 55 Appendix C - Commissioning Review Log Page 64 Commissioning Review Log Page 65 Appendix D - Cx Meeting Minutes Page 66 Appendix E - Equipment Startup Sheets Page 67 Appendix F - Pre-Functional Checklist Page 68 AHU-09 PFC Page 69 Appendix G - Functional Performance Tests Page 72 AHU-09 FPT Page 73

7/2/2025

COMMISSIONING PLAN

I. Introduction

A. The Department of Veterans Affairs (VA) is committed to commissioning new facilities and systems required for the reliable, safe, and secure operation of the [project name] in [project location]. This process will verify that systems are complete and functioning properly upon project completion and that the facilities maintenance staff has appropriate system documentation and training.

B. Commissioning consists of systematically documenting that specified components and systems have been installed and started up properly and then functionally tested to verify that systems are complete and functioning properly upon project completion and that the VAMC Facilities

Management (FMD) staff has the appropriate system documentation and training. In addition, owner-personnel training will be verified and final project Operation & Maintenance (O&M) documents will be reviewed for completeness.

C. This document is intended to be a roadmap for the parties involved in the Commissioning process. The document will explain the systems to be commissioned, the process activities, the procedures to follow throughout the commissioning process, and the roles and responsibilities for each party involved. The commissioning activities will begin during the design phase of the project and proceed through the warranty period.

D. The team members for this project are committed to commissioning this facility and systems required for the reliable, safe, and secure operation of the Facility. This process is intended to verify that systems are properly installed, configured and operating in accordance with the requirements of the project and that operating personnel are adequately prepared to successfully operate the facility at project turnover.

E. For this project, the Department of Veterans Affairs establishes AE Design contracts for Design

Phase and Construction Period Services. The Department also establishes a construction contract with a Prime Contractor to provide construction services. Both contracts are administered by a VA Contracting Officer and his/her designated representative. During the

Design Phase, this representative is the Project Manager; during the construction phase, it is the Resident Engineer. On every project, the authority to modify any contract is strictly limited to the Contracting Officer and his/her designated representative.

F. In this structure, all communications on contractual issues are strictly limited to communications between the VA and these two prime contractors (AE Team and Prime Contractor). It is the practice of the VA to require that communication between other parties to the contracts (AE

Sub-consultants, Subcontractors and Vendors) be routed through these two prime contractors and the VA.

G. Whole Building Commissioning is a process that relies upon high levels of communications and collaboration between all parties to the construction process. By its nature, the levels of communication and cooperation between the Commissioning Authority and all other parties to the construction process (Architects, Engineers, Subcontractors, Vendors, third party testing agencies, etc) is essential to the success of the Commissioning effort. In the absence of the relationships, cooperation and support created by this communication, the Commissioning

Process will likely fail to achieve its ends.

H. With this fundamental conflict in mind, this Commissioning Plan has been developed to recognize that, in the execution of the Commissioning Process, the Commissioning Agent must develop effective methods to communicate with every member of the construction team involved in delivering commissioned systems while simultaneously respecting the exclusive contract authority of the Contracting Officer and his/her Designated Representative. Thus, all procedures outlined in this manual must be executed within the following limitations:

1. The Commissioning Agent may maintain a continuous open communication with the AE team, including sub-consultants, the Contractor and subcontractors and the Owner’s team to facilitate a collaborative commissioning process subject to the specific limitations outlined below.

2. All communications shall be copied to the VA Project Manager (Design Phase) and

Resident Engineer (Construction Phase).

3. All Communications shall include specific reference to these contract limitations (e.g., “All issues identified in this Commissioning Issues Log are subject to Paragraph 2.5:

Contractual Relationships in the VA Commissioning Process Manual.”

4. All information from the Commissioning Agent to any party to the project must be transmitted with the following clear limitations:

a. No communications (verbal or written) will be deemed to constitute direction that modifies the terms of any contract between the Department of Veterans Affairs and any party to the construction project.

b. Commissioning Issues communicated in writing to the Contractor or AE Team and copied to the PM/RE are provided to all parties to the contract to expedite communication. All issues must be understood as the professional opinion of the Commissioning Agent and suggestions for issue resolution only until expressly approved as direction by the Project Manager or Resident Engineer.

c. In the event that any Commissioning Issues and suggested resolutions are deemed to require either an official interpretation of the construction documents or are determined to require a modification of the contract documents, Contracting Officer or designated COTR will issue an official directive to this effect.

d. All parties to the Commissioning Process shall be individually responsible for alerting the COTR of any issues that they deem to constitute a potential contract change prior to acting on these issues.

e. Authority for design and construction issues resolution rests solely with the Contracting Officer and his/her designated representative with appropriate technical guidance from the AE Team and/or Commissioning Agent.

I. Abbreviations

1. Operations and Maintenance (O&M)

2. VAMC Contracting Officer (CO)

3. VAMC Contracting Officer Representative (COR)

4. VAMC Facilities Management Department Staff (FMD)

5. Design Professionals (D)

6. Construction Manager (CPM)

7. Installation Contractors (CONTR)

8. Testing, Adjusting & Balancing Contractor (TAB)

9. Commissioning Authority (CxA)

10. Request for Information (RFI)

11. Architect’s Supplemental Instructions (ASI)

12. Design Development Documents (DD)

13. Construction Documents (CD)

14. Commissioning (Cx)

15. Functional Performance Test (FPT)

16. Pre-Functional Checklist (PFC)

17. Corrective Action Notice (CAR)

18. Quality Control (QC)

II. Commissioning Goals

A. The Commissioning Authority has developed specific Commissioning Goals to emphasize the role commissioning will play in the design and construction processes:

Meet or exceed VAMC Project Requirements

Optimize Systems Operations

System operation and performance verification

● Performance Test results

● Pre-Functional checklists

● Equipment startup

Documentation and Training for FMD Staff

● Operating instructions and documentation

● Operator equipment training

● Operator systems training

Integrate Testing Schedules into Construction Schedule

● Coordination of trades

● Coordination of DDC vendor tasks

● Coordination of TAB vendor tasks

Early identification and resolution of issues

Clear and open communications

III. Project Description

Project scope shall include Cx Air Handler Unit(s) 09 and 15 and associated chilled and hot water hydronic pumps at Mann-Grandstaff VA Medical Center (MGVAMC) in Spokane, Washington. This work includes Air Handler Units 9 & 15, Chilled Water Pumps, Hot Water Pumps and Humidification

System.

In addition, this project shall include a survey that includes asbestos, lead, PCBs, mold, and/or other suspected hazardous material that will be required to be removed prior to construction in accordance with EPA, CFR Title 40, and other applicable federal regulations.

IV. Commissioning Scope

A. MES Group Inc. will provide commissioning services to support the AHU upgrade project.

Commissioning activities will include the tasks and deliverables outlined below.

Commissioning Scope

Project Phase Task Description Deliverable

Design Review Owner’s Project Requirements

Review VAMC Design Criteria and Owner’s Project Requirement document prior to submission to LEED Facilitator.

Review comment log.

Design Review Basis of Design Document

Review the Basis of Design Document prior to submission to the LEED Facilitator

Review comment log.

Design Review Schematic design

Review Schematic Design for familiarization, general conformance with Owner’s Project Requirements, Basis of Design and VA Design Criteria.

Review comment log.

Design Review Design Development design

Review Design Development design for familiarization, general conformance with Owner’s Project Requirements, Basis of Design and VAMC Design Criteria.

Review comment log.

Design Commissioning Specifications

Prepare Commissioning Specification “Section 01 91 13 – General Commissioning Requirements” to be included in project manual.

Commissioning Specification

Prepare Commissioning Specification for Division 23 – HVAC, Division 26 – Electrical, & Division 28 – Systems, to provide detailed commissioning, operations & maintenance and training requirements for individual technical specification sections.

Commissioning Specifications

Phase Task Description Deliverable

Design Preliminary Commissioning Plan

Prepare Preliminary Commissioning Plan that describes the Commissioning Process, Commissioning Team with specific Roles and Responsibilities.

The Commissioning Plan will include description of systems to be commissioned.

Preliminary Commissioning Plan

Design Focused Design Document Review

Perform a focused review of a Design Document SD-1, SD-2, DD-1, DD-2, CD, and Final submissions.

Commissioning Design Review Log

Design Focused Construction Document Review

Perform a focused review of the final Construction Document submission.

This review will include a back check of commissioning comments provided during previous reviews.

Commissioning Design Review Log

Construction Final Commissioning Plan

Based on the final construction documents, update the Preliminary Commissioning Plan to identify specific systems to be commissioned. The Final Commissioning Plan will also include specific individual roles and responsibilities and Preliminary Pre- Functional Checklists and Functional Test Plans for systems to be commissioned.

Final Commissioning Plan.

Construction Construction Commissioning Kick Off meeting

Conduct an initial commissioning meeting with all contractors and commissioning team members. The purpose of the meeting will be to establish the purpose and proposed process for commissioning this facility in the construction, acceptance and warranties phases of the project.

Review the individual roles and responsibilities of each participating commissioning team member as specified in the Construction Documents. Meeting will be scheduled for each construction package with a commissioning scope.

Meeting Notes

Phase Task Description Deliverable

Construction Duration Schedule for Commissioning Activities

Based on Final Commissioning Plan, prepare a duration schedule to show the duration, predecessors and successors for commissioning activities. This duration schedule will be provided to the Construction Manager to include commissioning activities in the project construction schedule. This will allow commissioning activities to be smoothly integrated into the overall construction process.

Duration schedule with commissioning activities, predecessors, successors and key milestones.

Construction Submittal and Shop Drawing Review

Based on final construction documents, prepare a list of selected submittals and shop drawings for review by the Commissioning Authority.

Submittal Request Checklist.

Construction Controls Meeting After receipt of the Controls Submittal, participate in or conduct a meeting with the Owner’s representatives, Control Vendor, TAB contractor, Mechanical/Electrical Design team, mechanical sub-contractor and electrical sub-contractor to review the Controls Submittal and mechanical/electrical systems to be installed.

Focus will be on how the selected sequences of operation interact with the mechanical/electrical systems and how well they meet the owner’s requirements.

Meeting Notes

Marked up Controls Submittal and Sequence of Operations.

Commissioning Issues Log to track action items.

Phase Task Description Deliverable

Construction Pre-Functional Checklists

Prepare Pre-Functional Checklists for systems, components and/or equipment to be commissioned. These Pre-Functional Checklists will be used to document completion of system, component and/or equipment installation and to determine system readiness for functional testing.

Pre-Functional Checklists should be completed by the installing contractors to document the installation process.

Completed Pre-Functional Checklists are to be submitted to the commissioning authority a minimum of seven days prior to testing.

Completed Systems Readiness Checklists will be spot checked by the commissioning authority to verify systems are ready for testing.

Draft Pre- Functional Checklists for owner and contractor review.

Final Pre- Functional Checklists for use by contractors and/or CxA.

Construction Review Contractor Equipment Startup Checklists

Commissioning authority will review selected equipment startup reports prepared by installing contractor.

Commissioning authority will witness selected equipment startup procedures. Seven days prior notice is required to schedule commission authority witnessing the startup.

Contractor Equipment Startup Checklist (this checklist is part of the Submittal and Shop Drawing Review Checklist).

Issues Log

Phase Task Description Deliverable

Construction Prepare Functional Test Plans

Based on final construction documents (including applicable changes), and approved submittals, prepare Functional Test Plans for systems to be commissioned. Draft Functional Test Plans will be issued for review by owner, installing contractors and DDC Vendor.

Final Functional Test Plans will be prepared incorporating review comments received from owner, contractors or DDC Vendor.

Draft Functional Test Plans for review by owner, installing contractors and DDC vendor.

Final Functional Test Plans for use in systems testing.

Construction TAB Review Review HVAC systems Test and Balance Plan prepared by the TAB vendor. Review will be to determine general conformance with owner’s requirements.

Commissioning Review Log

Review TAB Report prepared by TAB vendor following system air and water balancing. Review will be focused on TAB results that affect system performance and/or commissioning.

Specific attention will be given to equipment installation and operational issues identified by the TAB vendor.

Construction Review O & M Manuals

Review Operations and Maintenance Manuals submitted by contractors for general conformance with specifications and owner’s requirements.

Commissioning Review Log

Construction Review Training Plan

Review contractor and manufacturer training plans and agendas for general conformance with specifications and owner’s requirements. Observe selected training for quality of training and general conformance with the training plan and agenda.

Commissioning Review Log

Phase Task Description Deliverable

Construction Systems Functional Testing

Direct functional testing for systems to be commissioned. Testing will be conducted as detailed on the specific Functional Test Plan for each system to be commissioned.

Functional testing will require support from the owner, mechanical contractor, electrical contractor, DDC Vendor, TAB Vendor, and specialty-systems installing contractors. Installing contractors must be available to respond to issues and problems identified during testing.

Executed Functional Test Plans.

Construction Construction Observation

Conduct Construction Observation visits to the construction site to observe construction activities. Specific attention will be given to installation of mechanical, electrical, and plumbing systems for general conformance with specifications and manufacturer’s installation requirements. Specific attention will also be given to installation of site utilities, site improvements and building envelope construction for general conformance with plans, specifications and manufacturer’s installation requirements.

Field Observation Reports

Issues Log.

Construction Commissioning Progress Meetings

Conduct commissioning progress meetings to review system installation progress, system readiness, and preparation for functional systems testing.

Meeting Minutes

Phase Task Description Deliverable

Construction Review Change Orders, ASI, and RFI

Review change orders, architect’s supplemental instruction and request for information (with design team response) for issues that affect commissioning. Review is for information only and does not constitute technical or contractual approval or disapproval

Commissioning Request for Information.

Construction Final Commissioning Report

Compile a comprehensive commissioning report documenting all commissioning activities, including but not limited to:

● Commissioning scope

● Test methods and results

● Outstanding commissioning issues

● Issues log

● Commissioning plan

● Status reports

● Submittal and O&M manual reviews

● Training record

● Pre-Functional Checklists

● Design Review Comments

Scope includes one submission of a preliminary report for owner review.

Scope includes one submission of the Final Commissioning Report that incorporates owners review comments.

Preliminary Commissioning Report – 1 hardcopy for owner review.

Final

Report – 1 hardcopy plus 2 electronic submissions on

CD/DVD.

Construction Master Issues Log Maintain a Commissioning Issues Log to document commissioning issues identified during construction and functional testing. The Commissioning Issues Log will include recommended responsible party and recommendations for resolution of the issue. The Commissioning Issues Log will also be used to document progress toward resolution and the final resolution

Commissioning

B. Design Phase Commissioning Services will be provided by the Tampa, FL office of MES Group

Inc.

C. Construction Phase Commissioning Services will be provided at the Construction Site in

Spokane, WA.

V. Systems to Be Commissioned

A. The systems and equipment to be commissioned are outlined in the table below. A more detailed list of specific systems and equipment is provided in Appendix A.

Systems To Be Commissioned

System Pre-

Functional Checklists

Equipment Startup

Functional Testing

Sample Size

Remarks

Div 23 - HVAC

Air Handling System Yes Yes Yes 100%

Steam/ Heating Hot Water Systems

Yes Yes Yes 100%

Chilled Water System Yes Yes Yes 100%

Humidity Control System Yes Yes Yes 100%

Direct Digital Control System Yes Yes Yes TBD

Div 26 - Electrical

Normal Power Distribution Systems

Yes Yes Yes TBD

VI. Commissioning Team

A. The Commissioning Team shall consist of representatives from the following parties involved in the design and construction of this facility. The time at which individual members join the team and the level of their participation during the different phases of the project will vary from member to member.

Commissioning Team

Item Team Member Description Contact Information

PM VAMC- Contracting Officer

Contracting Officer Name: Ty Draszt

Organization: Construction Branch

Address: Network Contracting Office 20 (NCO 20)

City, State Zip:

Phone: 360-553-7612

Email: ty.drszt@va.gov

RE VAMC-Contracting Officer Representative

On-site technical representative of the Contracting Officer.

Name: Deven Dalcher

Organization: Engineering Service

Address: 4815 N. Assembly Street

City, State Zip: Spokane, WA 99205

Phone: 509-434-7569

Email: Deven.Dalcher@va.gov

FMD VAMC-Facilities Management Department

Representative of the Facilities Management Department

Name: Deven Dalcher

Organization: Engineering Service

Address: 4815 N. Assembly Street

City, State Zip: Spokane, WA 99205

Phone: 509-434-7569

Email: Deven.Dalcher@va.gov

Commissioning Team

Item Team Member Description Contact Information

QA VAMC-Quality Assurance Coordinator

FMD Quality Assurance coordinator for Commissioning activities

Name: Emilio Carrillo

Organization: Engineering Service

Address: 4815 N. Assembly Street

City, State Zip: Spokane, WA 99205

Phone: 509-434-7417

Email: Emilio.Carrillo@va.gov

A Architectural Design Professional

Architect’s Construction Administration Representative

Name: David Combs

Organization: AESUS Design Group

Address: 1050 E. Southern Ave, Ste D

City, State Zip: Tampe, AZ 85282

Phone: 480-454-2861

Email: dcombs@aesusdesign.com

MEP Mechanical and Plumbing Design Professional

MEP Construction Administration Representative

Name: Orlando Gonzales

Organization: AESUS Design Group

Address: 1050 E. Southern Ave, Ste D

City, State Zip: Tampe, AZ 85282

Phone: 480-454-2861

Email:

ogonzales@aesusdesign.com

Elec Electrical Design Professional

MEP Construction Administration Representative

Name: Alec Zimmerman

Organization: AESUS Design Group

Address: 1050 E. Southern Ave, Ste D

City, State Zip: Tampe, AZ 85282

Phone: 480-454-2861

Email:

Azimmerman@aesusdesign.com

CxA Commissioning Agent Project Manager for Commissioning Agent

Name: Nick P. Stephenson

Organization: MES Group Inc.

Address: 550 N. Reo Street Suite

City, State Zip: Tampa, FL 33609

Phone: 813-331-5093

Email:nick.stephenson@mesgrou pinc.com

CxTL Commissioning Agent Technical Lead

Primary point of contact for Commissioning technical issues

Name: Nick P. Stephenson

Organization: MES Group Inc.

Address: 550 N. Reo Street Suite

City, State Zip: Tampa, FL 33609

Phone: 813-331-5093

Email:nick.stephenson@mesgrou pinc.com

CPM Construction Project Manager

Contractor’s Project Manager responsible for construction and coordination of sub-contractors

Name: TBD

Organization: TBD

Address: TBD

City, State Zip: TBD

Phone: TBD

Email: TBD

CQC Quality Control Manager

Contractor’s Quality Control Manager responsible for managing the construction quality program

Name: TBD

Organization: TBD

Address: TBD

City, State Zip: TBD

Phone: TBD

Email: TBD

HVAC Mechanical Contractor Commissioning Representative for the Sub-contractor responsible for installation of HVAC systems

Name: TBD

Organization: TBD

Address: TBD

City, State Zip: TBD

Phone: TBD

Email: TBD

EC Electrical Contractor Commissioning Representative for the Sub-contractor responsible for installation of MV and LV electrical systems

Name: TBD

Organization: TBD

Address: TBD

City, State Zip: TBD

Phone: TBD

Email: TBD

DDC DDC Vendor Commissioning Representative for the DDC vendor responsible for providing the control system(s)

Name: TBD

Organization: TBD

Address: TBD

City, State Zip: TBD

Phone: TBD

Email: TBD

TAB Testing and Balancing Vendor

Commissioning Representative for the TAB vendor responsible for certified air- and water-testing and balancing.

Name: TBD

Organization: TBD

Address: TBD

City, State Zip: TBD

Phone: TBD

Email: TBD

B. Roles and Responsibilities for the Commissioning Team members are described elsewhere in this Commissioning Plan.

VII. Commissioning Communications and Document Distribution

A. The following table outlines the submittal and distribution requirements for various documents used in the commissioning process.

Communication Distribution Matrix

Document Prepared by:

Submitted to:

Copies to: Comments

Basis of Design Document (Design Narrative)

Design Team ● PM ● QA

● CxA

● CPM

Design Development documents

Design Team ● PM ● QA

● CxA

● CPM

Design team submits direct to VAMC Building Department as separate submission

Design Development Review Comment Log

CxA ● PM ● QA

● Design Team

● CPM

VAMC Review comments submitted separately to Design Team

General Commissioning Requirements Specification Section (01 91 00)

CxA ● PM ● QA

● Design Team

Specifications Coordination Matrix

CxA ● PM ● QA

Preliminary Commissioning Plan

CxA ● PM ● QA

● CPM

● Design Team

● DDC

● TAB

Progress CD Drawings and Specs

Design Team ● PM

● QA

Submitted to:

Copies to: Comments

Progress Set Review Comments Log

CxA ● PM ● QA

Final Construction Documents

Design Team ● PM ● QA

● CxA

● CPM

Design team submits direct to VAMC as separate submission

Final CD Review Comment Log

CxA ● PM ● QA

● Design Team

● CPM

VAMC Review comments submitted separately to Design Team

Final Commissioning Plan

CxA ● COR ● QA

● Design Team

● CPM

Construction Kickoff Meeting Minutes

CPM ● COR ● QA

● CxA

Duration Schedule for Commissioning Activities

CxA ● COR ● QA

● CPM

Initial submission included in Final Commissioning Plan

Updates provided as necessary

Submittals and Shop Drawings

CPM ● COR ● Design Team

● CxA

● QA

Submittals and Shop Drawings are submitted to the Design Team as separate submission

Submittal and Shop Drawing Comment Log

CxA ● COR ● CPM

● Design Team

● QA

Design team comments and/or approval provided separately to CPM and

PM

Submitted to:

Copies to: Comments

Construction Phase Controls Meeting Minutes

CPM

Notes by CxA

● COR ● QA

● CxA

● Design

Preliminary Pre-

Checklists

CxA ● COR ● QA

System Pre- Functional Checklist Comments

CPM

PM

DDC

● COR ● CxA

● QA

Final Pre-Functional Checklists

CxA ● COR ● CPM

Executed Pre-

Checklists

CPM ● COR ● CxA

Contractor Startup Reports

CPM ● COR ● CxA

● QA

● Design

Contractor Startup Report Comment Log

CxA ● COR ● QA

● CPM

● Design

Procedures

CxA ● COR ● QA

Procedure Comments

PM

CPM

DDC

● COR ● CxA

Submitted to:

Copies to: Comments

Final Functional Test Procedures

CxA ● COR ● QA

Executed Functional Test Procedures

CxA ● COR ● QA

TAB Plan TAB ● COR ● QA

TAB Plan Review Comment Log

CxA ● COR ● QA

● TAB

TAB Daily Worksheets

TAB ● COR ● CxA

● MEP

TAB Final Report TAB ● COR ● QA

TAB Final Report

CxA ● COR ● QA

● TAB

O&M Manuals CPM ● COR ● QA

● FMD

● CxA

O&M Manual

CxA ● COR ● CPM

● QA

● FMD

Submitted to:

Copies to: Comments

System Functional Testing Field Reports

CxA ● COR ● QA

Construction Observations Field Reports

CxA ● COR ● QA

Report

CxA ● QA ● PM

● CPM

Report Review Comments

QA ● CxA ● PM

● CPM

Final

Report

CxA ● QA ● PM

● CPM

Master Issues Log CxA ● COR ● QA

VIII. Design Phase Commissioning

A. Design Development Phase: The goals of the commissioning tasks in the Design Development

Phase of the project include the following:

1. The CxA, PM, and FMD representatives will review and provide written comments on the

Design Development documents submitted by the Design Team. The focus of the CxA review will be on adherence to the Design Narrative as updated after the Schematic

Design Phase. The review comments will be geared towards aligning the design and design narrative with the Design Narrative and/or updating the Design Narrative with decisions approved by VA during the Design Development Phase.

2. The CxA will prepare the Preliminary Commissioning Plan to provide an initial framework for commissioning activities that will follow. This Preliminary Commissioning Plan will be aligned with the project scope and schedule. It will be reviewed by the PM, FMD, CPM and other interested parties.

3. The CxA will also prepare preliminary commissioning specifications to be included in the project manual. The preliminary specifications will include Section 01 91 00 –

GENERAL COMMISSIONING REQUIREMENTS as well as language to be included in

Division 23 and Division 26 specification sections. The Design Team will review the preliminary commissioning specifications and provide written comments to the CxA. The

CxA will revise the Preliminary Commissioning Specification and re-submit to the Design

Team.

4. A review conference is held with the Design Team, PM, FMD, CxA and CPM to coordinate review comments and responses.

5. The CxA, CPM, Design Team, PM, and FMD will hold a meeting to review mechanical, electrical and plumbing system selections and to develop the preliminary control system

Sequences of Operations for the project. Based on the results of this meeting, the

Design Team will use these concepts as the basis for designing the final control system specifications and Sequences of Operations to be included in the construction documents. The Design Team will notify and coordinate and changes with the other parties involved in the control system.

6. The CxA will update the Commissioning Plan to incorporate any changes resulting from the Design Development submission and review comments.

7. The CxA will also prepare the Commissioning Specifications Coordination Matrix. This document is based on the outline specifications provided by the Design Team. It provides recommended wording to be included in the technical specifications sections to identify commissioning, O&M manual and training requirements for the CPM and the installing contractors.

8. The Design Narrative will be updated by the CxA to incorporate decisions approved during the Design Development phase.

B. Construction Document Phase: The goals of the commissioning tasks in the Construction

Document Phase of the project include the following:

1. The Design Team will prepare final construction documents that will be used to construct the facility. A progress set of drawings and specifications will be issued for review at approximately the 50% CD stage. The CxA, PM, CPM, and FMD will review the progress set to verify that the design is proceeding in accordance with the Design

Narrative.

2. The CxA will prepare a final, detailed list of systems and equipment to be commissioned.

3. The CxA will prepare preliminary Pre-Functional Checklists and Systems Functional

Performance Test procedures for each type of system to be commissioned. These will be published in the Preliminary Commissioning Plan to be included as an informational appendix to Specification Section 01 91 00 – GENERAL COMMISSIONING

REQUIREMENTS that will be issued for bid.

4. A review conference will be conducted to coordinate review comments and provide direction for adjustments in the design prior to issuing the final construction documents.

5. The CxA will update the Design Narrative to reflect changes approved during the review conference.

6. The Design Team will issue final Construction Documents, including drawings, and specifications. These will be reviewed by the CxA, PM, VAMC User, and FMD. The

CPM will also review the final construction documents and prepare the final estimates of construction costs.

IX. Construction and Acceptance Phase Commissioning

A. The CxA will prepare the Construction Commissioning Plan that incorporates any changes due to the Final Construction Documents, Design Narrative. This Commissioning Plan outlines the commissioning activities during the Construction and Acceptance Phase of the project.

B. A Commissioning Kickoff Meeting will be held at the start of construction to describe the commissioning process for the Construction Team which includes the CPM, installing sub-contractors. Preliminary Pre-Functional Checklists and Functional Test Plans will be included to describe the level of involvement required of all parties.

C. The CxA will provide preliminary Commissioning Milestones, predecessors, successors, and durations to the CPM. The CPM will be able to use these data to integrate commissioning activities into the project construction schedule. The CxA will align commissioning activities with the construction schedule for each construction phase.

D. The CxA will attend periodic Owner/Architect/Contractor (O/A/C) meetings to discuss commissioning activities, field reports, issues log and responses to commissioning issues noted during construction.

E. The Commissioning Agent will witness selected equipment startups for mechanical, electrical and plumbing components. The purpose will be to observe any issues that may arise that would affect equipment or system operations.

F. The CxA will review selected submittals and shop drawings relative to the systems to be commissioned. The review will be to determine if sufficient information is provided to describe system installation, operation and the information necessary to commission the equipment and systems.

G. The CxA will review the Operations & Maintenance data submitted by the installing contractor and the CPM. The Commissioning Specification provides specific requirements for O&M

Manuals that are more detailed for those systems to be commissioned. The O&M Manuals will be review to determine compliance with these additional requirements.

H. The installing contractors and the CPM will prepare equipment training plans intended to provide basic equipment operating and maintenance procedures. The installing contractors and the CPM will prepare training plans that will outline the training to be provided and the intended outcome of the training. The CxA will review the training plans to determine that the training will meet the requirements of the specifications and the FMD staff.

I. The Commissioning Agent will prepare Pre-Functional Checklists that the installing sub-contractors will complete to document equipment and systems are complete and ready for testing.

J. The Commissioning Agent will also prepare detailed System Functional Performance Test plans that will provide detailed step-by-step procedures that will be used to verify system operations under all operating conditions. These test procedures will be issued to the RE, CPM, installing

Contractors, DDC, TAB and FMD for review and comment. The reviews should focus on the ability to implement the steps, especially the control systems adjustments, necessary to perform the test. The reviewers should also note any procedures that would damage the equipment or system.

K. The installing sub-contractors are encouraged to use the System Functional Test Plans as a tool for pre-testing the equipment and systems prior to the “official” functional testing. This will allow early detection and resolution of problems.

L. It is the expectation that System Functional Testing will demonstrate that the systems perform in accordance with design criteria & construction documents:

a. It is the sole responsibility of the design professionals to know and understand the VA’s system performance requirements, and to adequately convey that information on he design documents.

b. The CxA will not be liable for, nor include testing of any systems or components not shown in design documents.

M. Functional testing of each system to be commissioned will be conducted by the CxA. The CxA will witness and document the testing; the installing sub-contractors, DDC contractor, and TAB contractor will conduct the testing by operating the equipment, adjusting the control system and performing measurements in accordance with the System Functional Test Plan. The FMD staff is encouraged to assist in the testing as an additional training opportunity.

N. Issues and/or failures detected during the Functional Performance Testing will be documented on the test plan, on Field Observation reports and on the Master Issues Log. Installing sub-contractors, DDC contractor, and/or TAB contractor will be responsible for correcting each issue as directed by the RE and reporting the corrective action to the COR and CxA. The CxA will document the corrective action on the Master Issues Log. The need for re-testing will be determined by the COR in consultation with the CxA..

O. Upon completion of all commissioning activities, including resolution of all issues on the

Commissioning Master Issues Log, the CxA will prepare and issue the Final Commissioning

Report. This report will include the final version of the Commissioning Plan, copies of all

Commissioning Meeting Minutes, Commissioning Field Observation Reports, Pre-Functional

Checklists, Functional Performance Test results, and the Commissioning Master Issues Log.

The report will also include blank copies of the Functional Test Plans for use by FMD for future re-commissioning activities.

X. Team Member Roles and Responsibilities

A. The following is an outline of team member responsibilities in the Design, Construction and

Acceptance, and Warranty phases of the commissioning process. These responsibilities are meant to be limited to those tasks related to the commissioning process and are not intended to be representative of each team member’s contractual responsibilities for other aspects of this project.

B. In the table that follows, the tasks identified for the “CxA” include the Commissioning Project

Manager, Commissioning Technical Lead, or other Commissioning Specialists and sub-consultants as directed by the CxA.

C. In the table that follows, the tasks identified for the “Design Team” include the Architect, MEP

Engineer, Civil Engineer or other design consultants as directed by the COR and Architect.

D. In the table that follows, the tasks identified for “Contractor” include the Construction Project

Manager, as well as the commissioning representatives for the installing sub-contractors, as directed by the COR and the Construction Project Manager.

E. In the table that follows, the tasks identified for “DDC” include the owner’s DDC Vendor as directed by the COR and CPM.

F. In the table that follows, the tasks identified for “TAB” include the owner’s TAB Vendor as directed by the COR or CPM.

Commissioning Team Roles and Responsibilities

Project Phase

Cx Task Description Team Member

Responsibility

Design Review Owner’s Project Requirements

Review VAMC Design Criteria and Owner’s Project Requirement document prior to submission to LEED Facilitator.

VA PM ● Prepare and issue Owner’s Project Requirements based on specific requirements, Ed Specs and District Design Criteria.

CxA ● Review and comment on Owner’s Project Requirements. Submit comments to the PM and QA.

Design Team

● Review for understanding project requirements.

CPM ● None.

DDC ● None

Commissioning Team Roles and Responsibilities

Phase

Cx Task Description Team Member

Responsibility

TAB ● None

Design Review Design Narrative

Review the Design Narrative Document

VA PM ● Receive and distribute Basis of Design documents to CPM, CxA, and other VAMC agencies as necessary.

CxA ● Review Design Narrative document.

● Provide comment log to PM and Design Team.

Design Team

● Prepare Phase 1 (Schematic Design) and Design Narrative to describe design approach.

CPM ● None.

DDC ● None

TAB ● None

Design Design Development design

Review Design Development design for familiarization, general conformance with Owner’s Project Requirements, Design

VA PM ● Receive and distribute Design Development package to Peer Reviewer, CxA, DDC and other VAMC agencies as necessary.

Phase

Cx Task Description Team Member

Responsibility

Narrative, and VA Design Criteria.

CxA ● Review Design Development drawings and specs.

● Update Design Narrative

● Provide comment log to PM and QA.

Design Team

● Prepare Design Development drawings and specs.

● Provide responses to CxA review comments.

● Incorporate changes into design as directed by PM.

CPM ● None.

DDC ● None.

TAB ● None

Design Commissioning Specifications

Prepare Commissioning Specification “Section 01 91 00 – General Commissioning Requirements” to be included in project manual.

Prepare

VA PM ● Review, comment and approve Cx specifications as part of project manual review.

CxA ● Prepare Cx Specification Section 01 91 13.

● Prepare systems commissioning specifications.

Phase

Cx Task Description Team Member

Responsibility

Commissioning Specification for Division 23 – HVAC and Division 26 – Electrical to provide detailed commissioning, operations & maintenance and training requirements for individual technical specification sections.

Design Team

● Incorporate commissioning specifications into Project Manual.

CPM ● None.

DDC ● None.

TAB ● None.

Design Preliminary Commissioning Plan

Prepare Preliminary Commissioning Plan that describes the Commissioning Process, Commissioning Team with specific Roles and Responsibilities.

The Commissioning Plan will include description of systems to be commissioned.

VA PM ● Review Cx Plan

● Provide comments to CxA.

CxA ● Prepare Cx Plan

● Submit to PM and QA

Design Team

● Review Cx Plan relative to Design Team roles and responsibilities.

CPM ● None.

DDC ● None.

TAB ● None.

Phase

Cx Task Description Team Member

Responsibility

Design Focused Construction Document Review (Progress Set)

Perform a focused review of a Construction Document progress submission (recommend review prior to the 50% CD stage).

VAMC PM ● Receive and distribute Progress Set drawings and specs to QA, CxA, DDC and other VAMC agencies as necessary.

CxA ● Review Progress Set drawings and specs.

● Update Design Narrative

● Provide comment log to PM and QA.

Design Team

● Prepare Progress Set drawings and specs.

● Provide responses to CxA review comments.

● Incorporate changes into design as directed by PM.

CPM ● None

DDC ● None.

TAB ● None

Design Focused Construction Document Review

Perform a focused review of the final Construction Document submission. This review will include a

VA PM ● Receive and distribute Construction Documents package to QA, CxA, DDC and other VAMC agencies as necessary.

Phase

Cx Task Description Team Member

Responsibility back check of commissioning comments provided during previous reviews.

CxA ● Review Construction Document drawings and specs.

● Update Design Narrative

● Provide comment log to PM and QA.

Design Team

● Prepare Construction Documents drawings and specs.

● Provide responses to CxA review comments.

CPM ● None.

DDC ● None

TAB ● None.

Construction Final Commissioning Plan

Based on the final construction documents, update the Preliminary Commissioning Plan to identify specific systems to be commissioned. The Final Commissioning Plan will also include specific individual roles and responsibilities and preliminary Pre- Functional Checklists and Functional Test Plans for systems to be commissioned.

VAMC PM ● Review and approve Commissioning Plan.

● Provide comments to CxA and QA.

CxA ● Prepare Final Commissioning Plan.

● Prepare preliminary Pre-Functional Checklists

● Prepare Preliminary Systems Functional Performance Test procedures.

● Issue to PM and QA.

● Incorporate comments into Cx Plan revisions as necessary.

Phase

Cx Task Description Team Member

Responsibility

Design Team

● Review Cx Plan relative to Design Team roles and responsibilities.

● Provide comments to PM and CxA.

CPM ● Review Cx Plan relative to CPM and installing sub-contractor’s roles and responsibilities.

● Provide comments to PM and CxA.

DDC ● Review Cx Plan relative to DDC roles and responsibilities.

● Provide comments to QA and CxA.

TAB ● Review Cx Plan relative to TAB roles and responsibilities.

● Provide comments to QA and CxA.

Construction Construction Commissioning Kick Off meeting

Conduct an initial commissioning meeting with all contractors and commissioning team members. The purpose of the meeting will be to establish the purpose and proposed process for commissioning this facility in the construction, acceptance and warranties phases of

COR ● Schedule, facilitate and attend meeting.

CxA ● Conduct meeting.

● Prepare, present and discuss commissioning tasks, roles and responsibilities.

● Prepare meeting agenda and minutes.

Design Team

● Attend meeting.

Phase

Cx Task Description Team Member

Responsibility the project. Review the individual roles and responsibilities of each participating commissioning team member as specified in the Construction Documents.

CPM ● Attend meeting.

DDC ● Attend meeting

TAB ● Attend meeting.

Construction Duration Schedule for Commissioning Activities

Based on Final Commissioning Plan, prepare a duration schedule to show the duration, predecessors and successors for commissioning activities. This duration schedule will be provided to the Construction Manager to include commissioning activities in the project construction schedule.

This will allow commissioning activities to be smoothly integrated into the overall construction process.

COR ● Review commissioning schedule data.

● Coordinate with CPM to incorporate commissioning activities into project schedule.

CxA ● Prepare and issue commissioning activities schedule, including durations and predecessors.

● Review project schedule prepared by

CPM.

Design Team

● None.

CPM ● Incorporate commissioning activities into Master Construction Schedule.

DDC ● Review project schedule prepared by

CPM.

TAB ● Review project schedule prepared by

CPM.

Phase

Cx Task Description Team Member

Responsibility

Construction Submittal and Shop Drawing Review List

Based on final construction documents, prepare a list of selected submittals and shop drawings for review by the Commissioning Authority.

COR ● None.

CxA ● Prepare list of submittals and shop drawings to be provided to the CxA.

Design Team

● None.

CPM ● None.

DDC ● None.

TAB ● None.

Construction Submittal and Shop Drawing Review

Review selected submittals and shop drawings to support the commissioning process. Review will be for the purpose of developing appropriate Pre- Functional Checklists and Functional Test Plans. Reviews will focus on the ability to commission the systems, maintainability and general conformance to owner’s requirements.

Commissioning review of submittals and shop

COR ● Receive and distribute submittals and shop drawings.

● Distribute selected submittals and shop drawings to CxA.

● Review and approve submittals

CxA ● Review selected submittals and shop drawings.

● Prepare issue comment log

Design Team

● Review submittals and shop drawings.

● Provide comments and recommendations to

COR.

Phase

Cx Task Description Team Member

Responsibility drawings does not replace the Design Team responsibility for approval.

CPM ● Prepare and issue submittals and shop drawings.

● Incorporate COR comments into revised submittals and shop drawings.

DDC ● Prepare and issue DDC submittals and shop drawings.

● Incorporate COR comments into revised submittals and shop drawings.

TAB ● None.

Construction Pre-Functional Checklists

Prepare Pre- Functional Checklists for systems, components and/or equipment to be commissioned. These Pre-Functional Checklists will be used to document completion of system, component and/or equipment installation and to determine system readiness for functional testing.

Pre-Functional Checklists should be completed by the installing contractors to document the installation process.

Completed Pre-

COR ● Review checklists

● Provide comments to CxA

CxA ● Prepare preliminary checklists.

● Issue to COR and CPM for review

● Incorporate changes into final checklists as necessary.

Design Team

● None.

CPM ● Provide copies of sub-contractor QC installation checklists to CxA for review.

● Review checklists prepared by CxA

● Provide comments to

Phase

Cx Task Description Team Member

Responsibility

Functional Checklists are to be submitted to the commissioning authority a minimum of seven days prior to testing.

Completed Pre- Functional Checklists will be spot checked by the commissioning authority to verify systems are ready for testing.

DDC ● Review checklists prepared by CxA

● Provide comments to CxA

TAB ● Review checklists prepared by CxA

● Provide comments to CxA

Construction Review Contractor Equipment Startup Reports

Commissioning authority will review selected equipment startup reports prepared by installing contractor.

Commissioning Agent will witness selected equipment startup procedures. Seven days prior notice is required to schedule commission authority witnessing the startup.

COR ● Receive and distribute Contractor Startup Reports

CxA ● Witness selected contractor equipment startups.

● Review selected Contractor Startup Reports.

● Provide comment log to RE and QA.

Design Team

● Review Contractor Startup Reports.

CPM ● Complete Contractor Startup Reports

● Issue to COR and CxA.

DDC ● Review selected Contractor Startup Reports.

TAB ● Review selected Contractor Startup Reports.

Phase

Cx Task Description Team Member

Responsibility

Construction Prepare Functional Test Procedures

Based on final construction documents (including applicable changes), and approved submittals, prepare Functional Test Procedures for systems to be commissioned. Draft Functional Test Procedures will be issued for review by owner, installing contractors and DDC

Final Functional Test Procedures will be prepared incorporating review comments received from owner, contractors or DDC

COR ● Review preliminary

Procedures.

● Provide comments to CxA

CxA ● Prepare preliminary Functional Test Procedures.

● Issue to RE, CPM and

DDC.

● Incorporate comments into final Functional Test Procedures as necessary.

Design Team

● None.

CPM ● Distribute preliminary Functional Test Procedures to MC, EC and other installing sub-contractors.

● Review preliminary Functional Test Procedures

● Provide comments to CxA

DDC ● Review preliminary Functional Test Procedures

● Provide comments to CxA

TAB ● Review preliminary Functional Test Procedures

● Provide comments to

Phase

Cx Task Description Team Member

Responsibility

Construction TAB Report Review

Review TAB Report prepared by TAB vendor following system air and water balancing. Review will be focused on TAB results that affect system performance and/or commissioning.

Specific attention will be given to equipment…