Attachment 5_WNYC Ph 1C - Design Phase Cx Report - 08282022.pdf

Commissioning Report Rev: Pre-Final DB-RFP - 8/28/2022

E. W. Dunn | Western New York National Cemetery Phase 1C

Table of Contents

Commissioning Report

Table of Contents

Progress Reports

Design Phase Commissioning Plan

Cx Design Review Log

Checklists

Table of Contents | Printed on 08/29/2022 | Page 2 of 61

Progress Reports

PROGRESS REPORT

Executive Summary E. W. Dunn | Western New York National Cemetery Phase 1C

This Report summarizes Commissioning Deliverables submitted with the Design-Build RFP (DB-RFP).

Report Date 8/28/2022 Report Period 1/22/2022 - 8/28/2022

Report By Aaron Fancher

Actions and Activity

Performance Engineering Group, Inc. (PEG) has been engaged by John Gallup & Associates (JG&A) to provide commissioning for the WNYC Phase 1C Maintenance Complex project.

This report summarizes the Commissioning deliverables provided with the Design-Build RFP (DB-RFP) package prepared in accordance with the U.S. Department of Veterans Affairs, PG 18-15 Vol D Manual.

A Design Phase Commissioning Plan has been developed and attached to this report to outline the Commissioning Process, Scope, Team, Roster, Roles and Responsibilities, Communications protocols, documentation requirements, etc.

Additionally, PEG has reviewed the draft Pre-Final DB-RFP documents prepared by JG&A and has provided a document review Issues Log to coordinate definition of Commissioning, documentation of the Owner's Program Requirements (OPRs) into the RFP documents and narratives and to address observed concerns with respect to commissionability. For the sake of this review, the OPRs are considered to be the meeting minutes provided in connection with the Concept Design Workshop. Following completion of this project phase, the DB-RFP package will be considered as a combination OPR/BOD (Basis of Design) document from which to conduct further design reviews.

The following documentation is provided with this report:

• The Design Phase Commissioning Plan is attached to this report and is in its final form.

• A List of systems, components and features to be commissioned is included in the attached Commissioning Plan, Section IV. Additionally, the list of systems and equipment to be commissioned is reflected in the edited Division 1 Commissioning specification 01 91 00.

• A Design Phase Commissioning Issues Log is attached (Commissioning Design Review Log) including preliminary comments from the A/E team. This document includes proposed resolution/mitigation steps and focuses on the following aspects:

- Identification of major concerns that could affect operations, maintenance or testing.

- Resolve observed discrepancies between the VA's project requirements and the design narrative.

• A roster of Commissioning Team members is included in the Commissioning Plan Section V.

• A Specification Coordination Matrix is provided in the Commissioning Plan Appendix C and is also provided in checklist format as an attachment to this report.

Refer to the Report's Table of Contents for a full listing of attachments.

Upcoming Activity

Following submission of the Pre-Final DB-RFP package and receipt / resolution of government comments, the Commissioning Plan, Issues Log and related documents will be updated to reflect the final status in conjunction with the issuing of the Final DP-RFP package.

All items in the Commissioning design review comment (Issues) log will be back-checked and updated with the final submission.

This report will be amended and re-issued following completion of these steps. The Commissioning Plan will continue to be maintained during the Design Development and Construction Document phases as it ultimately transitions into the Construction Phase Commissioning Plan.

Refer to the Design Phase Commissioning Plan for a full road map.

Progress Reports | Printed on 08/29/2022 | Page 4 of 61

Design Phase

Plan Rev: 8/28/2022

Department of Veterans Affairs

Western New York National Cemetery Phase 1C Maintenance Complex

Rev. 8/28/2022 Design Phase Commissioning Plan

Design Phase Commissioning Plan

Genesee County, NY

Rev: 8/28/2022

Rev. 8/28/2022 Page 0 Design Phase Commissioning Plan

TABLE OF CONTENTS

Table of Contents Commissioning Plan I. Introduction II. Commissioning Goals III. Project Description (per Concept Design Workshop) IV. Systems to Be Commissioned V. Commissioning Team VI. Design Phase Commissioning VII. Construction and Acceptance Phase Commissioning VIII. Warranty Phase Commissioning IX. Commissioning Communications and Document Distribution X. Team Member Roles and Responsibilities XI. Commissioning Duration Schedule XII. Appendix A – Preliminary Log of Required Documentation XIII. Appendix B - Commissioning Scope Matrix XIV. Appendix C – Specification Coordination Matrix

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COMMISSIONING PLAN

I. Introduction A. The National Cemetery Administration (NCA) is committed to commissioning new facilities and systems required for the reliable, safe, and secure operation of the Western New York National Cemetery in Genesee County, NY. 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 NCA 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. For this project, the National Cemetery Administration establishes AE Design contracts for Design Phase and Construction Period Services including development of the Design-Build Request for Proposal (RFP). The Department also establishes a construction contract with a Prime Design-Build Contractor to provide construction and design services. Both contracts are administered by a NCA Contracting Officer (CO) and his/her designated representative (COR).

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.

E. All communications on contractual issues are strictly limited to communications between the CO/COR and these two prime contractors (AE Team and Prime Contractor). It is the practice of the NCA to require that communication between other parties to the contracts (AE Sub-consultants, Subcontractors, Vendors) be routed through these two prime contractors and the

CO/COR.

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F. The Appendix B - Commissioning Scope Matrix provides an overview of the Commissioning Tasks and Deliverables for each project phase.

G. The Appendix C – Specification Coordination Matrix provides a roadmap for the Commissioning Agent and A/E in verifying the integration of commissioning requirements into the technical specifications. This occurs during the Design Development and Construction Document phases.

H. Abbreviations

1. Architect/Engineer or AE (AE)

2. Architect’s Supplemental Instructions (ASI)

3. Commissioning (Cx) and Commissioning Authority (CxA)

4. Construction Documents (CD)

5. Construction Manager (CPM)

6. Design-Build (DB)

7. Design-Build Request for Proposal (DB-RFP)

8. Design Development Documents (DD)

9. Direct-Digital Controls (DDC)

10. Functional Performance Test (FPT)

11. Operations and Maintenance (O&M)

12. Pre-Functional Checklist (PFC)

13. Quality Control (QC)

14. Request for Information (RFI)

15. Testing, Adjusting & Balancing Contractor (TAB)

16. To be Determined (TBD)

17. VA Project Manager and/or Resident Engineer (PM/RE)

18. VA Facilities Management Department Staff (FMD)

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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 VA Project Requirements

● Early identification and resolution of issues

● Clear and open communications

● Integrate Testing Schedules into Construction Schedule

System operation and performance verification

● Pre-Functional checklists and Equipment startup

● Performance Test results / Optimize Systems operations

Documentation and Training for FMD Staff

● Operating instructions and documentation

● Operator equipment and systems training

III. Project Description (per Concept Design Workshop) A. This Commissioning Plan applies to the design and construction of the Phase 1C Maintenance

Complex for the Western New York National Cemetery in Genesee County, New York.

B. The following descriptions are for design in development and are considered preliminary. This section will be revised as the DB-RFP and design documents are finalized. At this phase of the project, a Design-Build Request for Proposal (DB-RFP) is issued to contract a Design-Build contractor to complete the design and construction based on the DB package including project requirements, concept plans, RFP specifications, narratives, analyses, etc.

Further scope details are provided in the Design-Build RFP package.

C. This project will provide a permanent maintenance complex for the cemetery staff currently occupying trailers as well as a new Honor Guard building near the existing Committal Shelter.

The maintenance complex will include a Maintenance Building, maintenance yard with covered storage bin building, pole barn structure and above ground fuel tanks.

a. Maintenance Building: Approximately 8,800 sq. ft. including offices, locker rooms, restrooms, multipurpose room, support spaces as well as vehicle equipment and wash bays.

b. The Material Storage building will include three covered bulk storage bays with roll-up doors.

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c. The pole barn structure will be approximately 2,400 sq. ft including seven bays for equipment storage.

d. Honor Guard Building: Approximately 1,777 sq. ft. including lounge area, restrooms, locker room, vault, etc.

D. An area will be provided for outsourced contractors.

E. A new service entrance will be provided to the cemetery.

F. A connection road will be provided in the maintenance area to the existing cemetery to become the public’s east-west loop road.

G. Site electrical – Three phase overhead utility from National Grid. Pole and building exterior light fixtures will be provided for the maintenance yard. An outdoor transformer will be installed outside the Maintenance Building electrical room.

H. HVAC/Mechanical:

a. Maintenance Building:

• A Split-System VAV Air Handling Unit is to be provided with hot water reheat coils to serve the main occupied areas. An inline return/relief fan will provide exhaust. VAV boxes will be provided for each zone with thermostat control.

• Two propane fired condensing boilers will provide hot water to VAV boxes for the office area. Two centrifugal pumps will be provided for hot water distribution.

• A propane fired Make-Up Air Unit will be provided to make up the exhausted air in the garage area.

• A cooling-only Ductless Split-System will be provided for the Telecomm Room.

• A spark-proof exhaust fan will serve the welding hood in maintenance area.

• A Vehicular Exhaust system will be provided to serve the lift bay.

• A general Exhaust Fan will be provided for the facility.

• Dedicated exhaust fans will serve the Electrical Room and Wash Bay.

b. Honor Guard:

• A Direct Expansion Split-System Air Handling Unit will be provided with indirect propane-fired furnace for heating.

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• Condensing propane-fired boilers will provide heating hot water for in-slab radiant heating partial sidewalk at entrance to building and interior slab heating.

Redundant centrifugal pumps will provide hot water distribution. An in-door slab sensor will be installed for control to limit temperature.

I. Building Plumbing:

a. The Maintenance and Honor Guard Buildings will include general domestic cold and hot water distribution, sanitary and vent piping for lavatories, water closets, drinking fountains, etc.

b. The Maintenance Building will include the following:

• Exterior and interior boot washing

• Compressed air for maintenance bays / maintenance yard

• Eye wash station with tepid water (propane storage tank water heater).

• Wash Bay: Hot and cold water for washing vehicles w/ freeze proof wall hydrants and interior hose bibs.

• Water heater serving both staff area and wash bay.

J. Building Electrical:

a. Maintenance Building: Outdoor, pad-mounted utility transformer. Facility power will be 480/277V, 3Ph, 4W with 400A distribution panel. Additional transformers will provide 120/208V, 3PH, 4W service. 100 kVA outdoor diesel generator to back up electrical service for the Maintenance Yard. Automatic transfer switch will be located ahead of the main distribution panel in the electrical room. Efficient lighting and controls including emergency lighting. Lightning protection. The Emergency Generator will include diesel fuel oil system (500 gallon above ground storage tank, leak detection, sump, duplex pump, etc.).

b. Material Storage Building: Lighting, receptacles, power (overhead doors). Circuits extended from Maintenance Building.

c. Pole Barn: Lighting, receptacles and power to heating blocks. Circuits to be extended from Maintenance Building.

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d. Honor Guard: 120/208V from distribution panel CS-DP in Committal Shelter #1.

120/208V, 60A/3PH, 4W load center located in mechanical room. Lighting, receptacles will be provided similar to Maintenance Building.

K. Building Communications for Maintenance / Honor Guard: Fiber optic / analog telephone cables extended from PIC/Admin building for networking, CCTV cameras, Card readers, etc.

Addressable fire alarm system including smoke/heat detection, manual pull stations, audio/visual alarm annunciation.

L. Physical Security systems will include Intrusion detection (exterior door and window contacts – optional: motion sensors and glass break sensors), Cameras covering exterior of building and Access control (card readers).

M. Irrigation will be provided for the Maintenance Complex landscaping.

N. On-site wastewater treatment systems with subsurface discharge shall be used. Maintenance and Honor Guard wastewater treatment systems are each to include septic tank and effluent (duplex) pump station for transportation. Pump stations will transport wastewater to a distribution box to ensure equal flow to the absorption trenches.

O. Vehicle wash wastewater from the maintenance facility is anticipated to be discharged to a holding tank, to be removed from the site via a permitted hauler. This system is to include an oi/water separator and monitoring system to include a visual display of fluid level and high-level alarm. Automatic shutoff in the maintenance garage is under consideration.

IV. Systems to Be Commissioned A. The systems and equipment to be commissioned are outlined in the table below.

Systems To Be Commissioned

System Pre-

Functional Checklists

Equipment Startup

Functional Testing

Sample Size Remarks

Div 7– Building Enclosures Maintenance Building, Honor Guard

Yes N/A N/A One PFC per Facility

Cx consists of sampling required specification tests and test reports.

Div 22 – Plumbing Propane Water Heaters Yes Yes Yes 100%

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Systems To Be Commissioned

System Pre-

Functional Checklists

Equipment Startup

Functional Testing

Sample Size Remarks

Building Plumbing Systems Yes N/A N/A One PFC per Facility

Cx consists of sampling required specification tests and test reports.

Compressed Air Yes Yes N/A 100%

Div 23 – HVAC AC Units / Make-Up Units Yes Yes Yes 100%

Boilers Yes Yes Yes 100%

Hydronic Pumps Yes Yes Yes 100%

Radiant Heat Systems Yes Yes Yes 100%

VAV Terminals Yes Yes Yes 100%

Exhaust Fans Yes Yes Yes 100%

Ductwork & Piping Yes N/A N/A 100%

HVAC Controls Yes N/A Yes 100%

Div 26 – Electrical Lighting Controls Yes N/A Yes 100%

Panelboards Yes N/A N/A 100%

Transformers Yes N/A N/A 100%

Emergency Generator System

Yes Yes Yes 100%

Fuel Oil Systems Yes Yes Yes 100%

Div 27 - Communications Telecommunications Yes N/A N/A One

PFC per Facility

Cx consists of sampling required specification tests and test reports.

Div 28 – Electronic Safety & Security Physical Access Control Yes Yes N/A One

PFC per Facility

Cx consists of sampling required specification tests and test reports.

Intrusion Detection Yes Yes N/A CCTV Yes Yes N/A Fire Alarm Systems Yes Yes N/A Div 32 – Exterior Systems Irrigation Systems Yes Yes Yes One

PFC per Phase

Acceptance Testing per Specifications

Div 33 – Drainage Systems

Effluent Pump Systems (incl.

Septic Tanks)

Yes 100% Yes 100%

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Systems To Be Commissioned

System Pre-

Functional Checklists

Equipment Startup

Functional Testing

Sample Size Remarks

Vehicle Wash Wastewater System

Yes No Yes 100%

Drainage Systems Yes No No One per Complex

Field Quality Control Testing per Specifications

V. 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

CO VA-Contracting Officer Program Management Representative responsible for contractual and technical aspects of the project.

Name: Lori L Holden, RA Organization: VACFM National Region Director Project Delivery US Department of Veterans Affairs

Email: Lori.Hoden@va.gov

COR

/PM

VA-Contracting Officer Representative Project manager

Off-site technical representative of the Contracting Officer.

Name: Linda Ward Organization: Department of Veterans Affairs Office of Construction & Facilities Management Email: Linda.Ward2@va.gov

SRE VA-Senior Resident Engineer

On-site technical representative of the Contracting Officer.

Name: TBD Construction Phase Organization: VA CFM Email:

RE VA-Resident Engineer Name: TBD Construction Phase Organization: VA CFM Email:

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Commissioning Team

Item Team Member Description Contact Information

NCA NCA Representative Representative of the National Cemetery Administration

Name: Homayoun Kazernipour Organization: VA NCA

NCA VA-Facilities Management Department

Representative of the Facilities Management Department

(Cemetery Director)

Name: Jim Metcalfe Organization: USDVA/WNYC Email: james.metcalfe@va.gov

A/E /

DOR

AE

Project Manager

A/E Designer of Record and Construction Administration Representative

Name: Patrick West Organization: John Gallup & Associates, LLC (JG&A) Email:

patrick_west@johngallup.com

CxA Commissioning Authority

Project Manager / Commissioning Authority

Name: Aaron Fancher, PE Organization: Performance Engineering Group Address: 547 N Monroe St #201 City, State Zip: Tallahassee, FL 32301 Phone: (850) 524-6721 Email:

afancher@pegengineering.com

Commissioning Support Name: Wayne Dunn, PE Organization: EW Dunn Email: waynedunn@ewdunn.com

CPM Construction Project Manager

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

Organization: TBD Construction Phase

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

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Commissioning Team

Item Team Member Description Contact Information

PLMG Plumbing Contractor Commissioning Representative for the Sub-contractor responsible for installation of plumbing systems

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

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

SC Specialty Systems Contractor

Commissioning Representative for the Sub-Contractor(s) responsible for installation of specialty and/or low voltage systems

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

VI. Design Phase Commissioning A. Schematic Design Phase: The goals of the commissioning tasks in the Schematic Design

Phase of the project include the following:

1. The CxA, PM, and NCA representatives will review and provide written comments on the Schematic Design documents submitted by the AE. The focus of the CxA review will be on adherence to the Design Narrative. The review comments will be geared towards aligning the design and design narrative with the Design Intent Document and/or updating the Design Narrative with decisions approved by NCA during the Schematic Design Phase.

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B. 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 NCA representatives will review and provide written comments on the Design Development documents submitted by the AE. 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 NCA 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, NCA, CPM and other interested parties.

3. The AE or CxA will also prepare commissioning specifications to be included in the project manual. The specifications will include Section 01 91 00 – GENERAL COMMISSIONING REQUIREMENTS as well as language to be included in other Division 7, Division 11, Division 21, Division 22, Division 23, Division 26, Division 27, Division 28, and Division 32 and Division 33 specification sections. The AE will review the preliminary commissioning specifications and provide written comments to the CxA or vice versa.

4. A review conference is held with the AE, PM, NCA, CxA and CPM to coordinate review comments and responses.

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

6. The CxA will also prepare the Commissioning Specifications Coordination Matrix. This document is based on the outline specifications provided by the AE. 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.

C. Construction Document Phase: The goals of the commissioning tasks in the Construction Document Phase of the project include the following:

1. The AE will prepare final construction documents that will be used to construct the facility. The CxA, PM, CPM, and NCA will review the progress set to verify that the design is proceeding in accordance with the Design Narrative.

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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 AE will issue final Construction Documents, including drawings, and specifications.

These will be reviewed by the CxA, PM and NCA. The CPM will also review the final construction documents and prepare the final estimates of construction costs.

VII. 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 towards the start of construction to describe the commissioning process for the Construction Team which includes the CPM, installing sub-contractors (Mechanical, Electrical, Plumbing, Controls Electrical, DDC, TAB, and others).

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

E. Commissioning Progress meetings will be held as scheduled by the CxA. These meetings are a forum to review progress and to discuss issues affecting installation, coordination, startup, and testing of the systems to be commissioned. Meeting attendees should include the Commissioning Agent, RE, CPM, mechanical, electrical, plumbing, controls and TAB subcontractors. AE members, especially the MEP designers are also encouraged to attend.

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F. The Commissioning Agent will conduct periodic Field Observations to review construction progress, overall quality of workmanship, and to review maintenance access to equipment. The CxA will issue a Field Observation Report following each visit. The report will describe any specific observations that are found. The specific observations will be tracked on the Commissioning Master Issues Log.

G. The RE, CPM, installing sub-contractors and the AE (as necessary) should review the Field Reports to determine the most appropriate resolution for the issue. The CxA will assist in determining the resolution as requested. The status of issue resolution will be a primary topic of discussion at the Commissioning Progress meetings and O/A/C meetings.

H. 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.

I. 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 reviewed to determine compliance with these additional requirements.

J. The CxA will prepare systems narratives and other information to be added to the O&M data provided by the installing contractors and the CPM to become the Systems Operations and Maintenance Manual (SOMM). The SOMM will provide operations and maintenance staff with an overview of the system design parameters, intended operating conditions and sequences. It will also provide data necessary to maintain and troubleshoot the equipment and systems.

K. 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.

L. 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.

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M. 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.

N. 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.

O. The CxA will assist the CPM in scheduling equipment training. The CxA will review training plans prepared by the CPM and the installing sub-contractors.

P. The CxA will verify enhanced systems training by the contractor for NCA staff. This training will focus on the system operation, design criteria, and troubleshooting of systems level issues. It is anticipated that the enhanced systems training will be conducted prior to functional testing to facilitate participation of the NCA staff in the testing activities.

Q. It is the expectation that System Functional Testing will demonstrate that the systems perform in accordance with design criteria, construction documents and NCA requirements. Functional testing pre-requisites are that the system components and equipment are completely installed, all required power connections are complete, all required control connections and control functions are operational, and that required air and hydronic testing and balancing has been completed. When required by construction specifications, third-party testing must also be complete and required test reports have been submitted to the RE and CxA for review.

R. 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 NCA staff is encouraged to assist in the testing as an additional training opportunity.

S. 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 RE and CxA. The CxA will document the corrective action on the Master Issues Log. The need for re-testing will be

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T. 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 NCA for future re-commissioning activities.

VIII. Warranty Phase Commissioning A. The CxA will review operational data from the NCA DDC System (if applicable) to monitor system operations. Significant deviations from defined criteria will be noted and referred to NCA for further investigation.

B. Conduct any deferred or seasonal functional testing that was not completed during the Construction and Acceptance Phase. Issues identified during the deferred or seasonal testing will be documented on the Commissioning Issues Log. The CPM will be notified of the issue and will be responsible for resolution. The CPM will document the resolution and the CxA and NCA will verify the resolution. The RE in consultation from the CxA, will determine the need for re-testing.

C. Conduct a 10-month warranty review to identify any potential warranty issues prior to expiration of the warranty. The warranty review will include interviews with NCA staff and an on-site inspection of systems and equipment condition and operations.

D. Warranty issues identified during the review will be documented on the Commissioning Issues Log. Written notice of potential warranty issues will be provided to the RE. Upon direction by the RE, the CPM will schedule appropriate sub-contractors to correct the issues within the balance of the warranty period. The CPM will provide written documentation that each warranty issue has been resolved. The CxA and NCA will spot-check selected issues to verify resolution.

E. The CxA will prepare an amendment to the Final Commissioning Report to document the deferred or seasonal testing, any re-testing, and the results of the warranty review.

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IX. Commissioning Communications and Document Distribution A. 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.

B. 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 prime contractor including design sub-consultants 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 Project Manager (Design Phase) and Resident Engineer (Construction Phase).

3. 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 National Cemetery Administration 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 COR 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.

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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.

C. 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

Owner’s Project Requirements PM AE CxA

OPR Comment Log CxA AE PM

Basis of Design Document AE PM CxA AKA Design Narrative

Schematic Design Documents AE PM CxA

Schematic Design Review Comment Log

CxA AE PM PM comments submitted separately to AE

Design Development documents AE PM CxA

DD Review Comment Log CxA AE

PM PM comments submitted separately to AE

Commissioning Specifications AE / CxA PM

Preliminary Commissioning Plan CxA PM AE

Progress CD Drawings and Specs

AE PM CxA

Progress Set Review Comments Log

CxA AE PM

Final Construction Documents AE PM CxA

CPM

Final CD Review Comment Log CxA AE PM PM comments submitted separately to AE

Design Phase Meeting Minutes AE PM CxA

Focused Design Review Meeting Minutes

AE PM CxA Minutes by AE Notes by CxA

Final Commissioning Plan CxA RE AE

Commissioning Kickoff Meeting Minutes

CxA RE CPM

AE

Rev. 8/28/2022 Page 18 Design Phase Commissioning Plan

Communication Distribution Matrix

Document Prepared by:

Submitted to:

Copies to: Comments

Duration Schedule for Commissioning Activities

CxA RE CPM Initial submission included in Final Commissioning Plan.

Updates provided as necessary

Submittals and Shop Drawings CPM RE AE CxA

Submittals and Shop Drawings are submitted to the AE as separate submission

Submittal and Shop Drawing Comment Log

CxA RE CPM

AE

AE comments and/or approval provided separately to CPM and PM

Preliminary Pre-Functional Checklists

System Pre-Functional Checklist Comments

CPM

AE

RE CxA

Final Pre-Functional Checklists CxA RE CPM

Executed Pre-Functional Checklists

CPM RE CPM

Contractor Startup Reports CPM RE CxA

Contractor Startup Report Comment Log

Preliminary Functional Test Procedures

Preliminary Functional Test Procedure Comments

CPM

AE

RE CxA

Final Functional Test Procedures CxA RE CPM

Executed Functional Test Procedures

TAB Plan TAB/CPM RE CxA

TAB Cx activities will be performed as applicable.

Rev. 8/28/2022 Page 19 Design Phase Commissioning Plan by:

Submitted to:

Copies to: Comments

TAB Plan Review Comment Log CxA RE CPM

TAB

TAB Final Report TAB/CPM RE AE CxA

TAB Final Report Comment Log CxA PM/RE TAB

O&M Manuals CPM RE FMD

O&M Manual Comment Log CxA RE CPM

FMD

Systems Manuals CxA RE FMD

System Manual Review

FMD

CPM

AE

RE / CxA FMD

Training Plans CPM RE FMD

Training Plan Comment Log CxA RE FMD

Warranty and other Closeout Documents

CPM RE CxA

Warranty and Closeout Comment Log

System Functional Testing Field Reports

Construction Observations Field Reports

Rev. 8/28/2022 Page 20 Design Phase Commissioning Plan by:

Submitted to:

Copies to: Comments

Preliminary Commissioning Report

Commissioning Report Review

RE CxA CPM

Final Commissioning Report CxA RE CPM

Commissioning Status Reports CxA RE CPM

Master Issues Log CxA RE CPM

Change Orders, ASI, RFI AE

PM/RE CxA

Deferred / Seasonal Testing Field Report

CxA PM/RE CPM

Deferred / Seasonal Executed Functional Test Procedures

Warranty Checkup Field Report CxA PM/RE CPM

Master Issues Log CxA PM/RE CPM

Commissioning Report Amendment

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.

Rev. 8/28/2022 Page 21 Design Phase Commissioning Plan

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 “AE” include the Architect, MEP Engineer, Civil Engineer or other design consultants as directed by the RE 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 RE 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 RE and CPM. DDC may not be applicable on this project (not in scope).

F. In the table that follows, the tasks identified for “TAB” include the owner’s TAB Vendor as directed by the RE or CPM. TAB may not be applicable on this project (not in scope).

G. The following table summarizes the Design Phase Team Roles and Responsibilities:

Project Team Roles and Responsibilities – Design Phase Cx Task Team

Member Responsibility

Review Owner’s Project Requirements

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

CxA ● Review and comment on Owner’s Project Requirements.

AE ● Review for understanding project requirements.

Review Design Narrative

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

CxA ● Review Design Narrative document.

● Provide comment log.

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

Review Schematic design

PM ● Receive and distribute Schematic Design package to Peer Reviewer, CxA, and other NCA agencies as necessary.

CxA ● Review Schematic Design

● Provide comment log to PM and AE.

AE ● Prepare Schematic Design.

● Provide responses to CxA review comments.

● Incorporate changes into design as directed by PM.

Rev. 8/28/2022 Page 22 Design Phase Commissioning Plan

Project Team Roles and Responsibilities – Design Phase Cx Task Team

Member Responsibility

Design Development design

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

CxA ● Review Design Development drawings and specs.

● Provide comment log to PM and AE.

AE ● Prepare Design Development drawings and specs.

● Provide responses to CxA review comments.

● Incorporate changes into design as directed by PM.

Commissioning Specifications

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

CxA ● Prepare Cx Specification (Div 1).

● Prepare systems commissioning specifications.

AE ● Incorporate commissioning specifications into Project Manual.

Preliminary Commissioning Plan

PM ● Review Cx Plan

● Provide comments to CxA.

CxA ● Prepare Cx Plan

● Submit to PM and AE

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

Focused Construction Document Review

PM ● Receive and distribute Progress Set drawings and specs to CxA and other NCA agencies as necessary.

CxA ● Review Progress Set drawings and specs.

● Provide comment log to PM and AE.

AE ● Review Construction Document drawings and specs.

● Provide responses to CxA review comments.

● Incorporate changes into design as directed by PM.

Design Phase Meetings

PM ● Schedule, facilitate and attend meetings

CxA ● Attend selected meetings to discuss Commissioning Issues.

AE ● Conduct meetings

● Provide meeting minutes to PM, CxA, etc. as directed by PM.

Focused Design Review Meetings

PM ● Schedule, facilitate and attend meetings.

CxA ● Attend meetings to discuss commissioning review comments.

AE ● Attend meetings to discuss design and to respond to commissioning and DDC comments.

Rev. 8/28/2022 Page 23 Design Phase Commissioning Plan

Project Team Roles and Responsibilities – Construction Phase

Member Responsibility

Final Commissioning Plan

VA RE ● Review and approve Commissioning Plan.

● Provide comments to CxA and AE.

CxA ● Prepare Commissioning Plan.

● Prepare preliminary Pre-Functional Checklists

● Prepare preliminary Functional Performance Test procedures.

● Incorporate comments into Cx Plan revisions as necessary.

AE ● Review Cx Plan relative to AE 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.

Construction Commissioning Kick Off meeting

VA RE ● Schedule, facilitate and attend meeting.

CxA ● Conduct meeting.

● Discuss commissioning tasks, roles and responsibilities.

● Prepare meeting agenda and minutes.

AE ● Attend meeting.

CPM ● Attend meeting.

Duration Schedule for Commissioning Activities

VA RE ● 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.

CPM ● Incorporate commissioning activities into Master Construction Schedule.

Submittal and Shop Drawing Review List

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

Submittal and Shop Drawing Review

VA RE ● 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

Rev. 8/28/2022 Page 24 Design Phase Commissioning Plan

Member Responsibility

AE ● Review submittals and shop drawings.

● Provide comments and recommendations to VA RE.

CPM ● Prepare and issue submittals and shop drawings.

● Incorporate RE comments into revised submittals and shop drawings.

Pre-Functional Checklists

VA RE ● Review checklists

● Provide comments to CxA

CxA ● Prepare preliminary checklists.

● Incorporate changes into final checklists as necessary.

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

● Review checklists prepared by CxA

● Provide comments to CxA

Review Contractor Equipment Startup Reports

VA RE ● Receive and distribute Contractor Startup Reports

CxA ● Witness selected contractor equipment startups.

● Review Contractor Startup Reports.

● Provide comment log to RE and AE.

AE ● Review Contractor Startup Reports.

CPM ● Complete Contractor Startup Reports

● Issue to RE and CxA.

Prepare Functional Test Procedures

VA RE ● Review preliminary Functional Test Procedures.

● Provide comments to CxA

CxA ● Prepare preliminary Functional Test Procedures.

● Incorporate comments into final Functional Test Procedures as necessary.

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

● Review preliminary Functional Test Procedures

● Provide comments to CxA

TAB Plan Review

VA RE ● Distribute TAB Plan to CxA, CPM and AE.

CxA ● Review TAB Plan

● Provide comment log to PM and AE

AE ● Review and approve TAB Plan.

Rev. 8/28/2022 Page 25 Design Phase Commissioning Plan

Member Responsibility

CPM ● Review TAB Plan

● Provide comments to PM

TAB ● Prepare preliminary TAB Plan

● Issue to PM and AE.

● Incorporate comments into Final TAB Plan as necessary.

TAB Report Review

VA RE ● Distribute TAB report to AE, and CxA.

● Approve TAB Report in consultation with AE & CxA.

CxA ● Review TAB report.

● Provide comments to RE and AE.

AE ● Review and provide recommendations to RE.

CPM ● Review and submit TAB Report.

TAB ● Provide preliminary TAB data (daily worksheets) to CxA for preliminary review.

● Prepare TAB Report

● Issue TAB report to RE.

Review O & M Manuals

VA RE ● Distribute O&M Manuals to CxA / AE.

● Review and approve O&M Manuals.

CxA ● Review O&M Manuals.

● Provide comment log to RE and AE.

AE ● Review O&M Manuals.

CPM ● Prepare and issue O&M Manuals to PM.

Prepare Systems Manuals for commissioned systems

VA RE ● Review and approve Systems Manuals.

● Distribute Systems Manuals to FMD.

CxA ● Using O&M Manuals, Basis of Design, and Construction Documents, prepare Systems Manual.

AE ● Develop Design Narratives for each commissioned system/

CPM ● Provide O&M Manuals for Systems Manual

Review Training Plans

VA RE ● Schedule and facilitate training sessions.

● FMD staff attends training sessions.

CxA ● Review Training Plans.

● Provide comment log

● Witness selected training sessions.

Rev. 8/28/2022 Page 26 Design Phase Commissioning Plan

Member Responsibility

CPM ● In conjunction with installing sub-contractors and/or manufacturers’ representatives, conduct training sessions.

Warranty Review

VA RE ● Distribute warranty documents to FMD and CxA

● Review and approve warranty documents

CxA ● Review warranty documents.

● Provide comment log

AE ● Review warranty documents and provide comments.

CPM ● Prepare and issue warranty documents

● Incorporate comments into final warranty documents.

Systems Functional Testing

VA RE ● Schedule, facilitate and witness systems functional testing.

● FMD staff should assist in functional testing as additional systems training opportunity.

CxA ● Witness…