DRAFT_B2_03.03_Commissioning_Plan.pdf

Commissioning Plan

SLAC National Accelerator Laboratory

CUIR Master Substation Expansion BMcD Project No. 163236

Revision: Draft

September 25, 2026

DRAFT

prepared for

SLAC National Accelerator Laboratory

CUIR Master Substation Expansion

Revision: 0 09/25/2026 prepared by

Burns & McDonnell Engineering Company, Inc.

Walnut Creek, CA

COPYRIGHT © 2026 BURNS & McDONNELL ENGINEERING COMPANY, INC.

Commissioning Plan Revision Design Phase Draft Table of Contents i

TABLE OF CONTENTS

Page No.

1.0 OVERVIEW ....................................................................................................... 1-1

1.1 Introduction to the Commissioning Process ........................................................ 1-1

1.2 Commissioning References ................................................................................. 1-3

1.3 Commissioning Team .......................................................................................... 1-4

1.4 Communication Plan and Confidential Protocols ................................................ 1-5

1.5 Safety ................................................................................................................... 1-5

1.6 Commissioned Systems ....................................................................................... 1-5

1.7 Test Equipment .................................................................................................... 1-5

1.8 Facility Grid ......................................................................................................... 1-6

2.0 COMMISSIONING PROCESS .......................................................................... 2-1

2.1 Construction Phase............................................................................................... 2-1

2.1.1 Cx Plan .................................................................................................. 2-1

2.1.2 Kickoff Meeting .................................................................................... 2-1

2.1.3 Other Meetings...................................................................................... 2-1

2.1.4 Cx Scheduling Meeting......................................................................... 2-1

2.1.5 Issue Tracking and Site Observation Reports ....................................... 2-2

2.1.6 Submittal Reviews ................................................................................ 2-2

2.1.7 Pre- Functional Checklists and Start-up ............................................... 2-2

2.1.8 Develop Functional Test Procedures .................................................... 2-4

2.2 Acceptance ........................................................................................................... 2-4

2.2.1 Execution of Functional Test Procedures ............................................. 2-4

2.2.2 Sampling Strategy ................................................................................. 2-7

2.2.3 O&M Manuals ...................................................................................... 2-7

2.2.4 Training ................................................................................................. 2-7

2.2.5 Final Commissioning Report ................................................................ 2-7

2.2.6 Seasonal/Deferred Testing .................................................................... 2-8

2.3 Warranty Phase .................................................................................................... 2-8

2.3.1 Warranty Walkthrough ......................................................................... 2-8

3.0 SCHEDULE

3.1 Schedule

APPENDIX A – CX TEAM

APPENDIX B - ROLES AND RESPONSIBILITIES

APPENDIX C – EQUIPMENT TO BE COMMISSIONED

APPENDIX D – PREFUNCTIONAL CHECKLISTS

APPENDIX E – FUNCTIONAL TESTS

Commissioning Plan Overview i

LIST OF ABBREVIATIONS

Abbreviation Term / Phrase / Name

AHJ Authority Having Jurisdiction

ASHRAE American Society of Heating, Refrigeration, Air-Conditioning Engineers

BMcD Burns & McDonnell

CUP Central Utility Plant

Cx Commissioning

CxA Commissioning Authority

CxC Subcontractor’s Commissioning Coordinator

CMAR Construction Manager At-Risk

CUIR Critical Utilities Infrastructure Revitalization

DOR Designer of Record

EC Electrical Subcontractor

FAC Fire Alarm Subcontractor

F&O Facilities and Operations

FPC Fire Protection Subcontractor

FPT Functional Test Procedure

HVAC Heating, Ventilation, and Air Conditioning

MC Mechanical Subcontractor

OAC Owner, Architect/Engineer, and Subcontractor

O&M Operations & Maintenance Manuals

OR Owner

PFT Pre-Functional Test

PMT SLAC Project Management Team

PR Owner’s Project Requirements

TAB Testing, Adjusting and Balancing

TC Temperature Controls Subcontractor

UPS Uninterruptable Power Supply

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1.0 OVERVIEW

The purpose of this Commissioning Plan is to provide details/structure related to the implementation of the commissioning process. This plan describes commissioning protocols and activities that shall occur throughout the design, construction, acceptance, occupancy, and warranty phases. This is a transient or

“live” document that will be updated by the Commissioning Authority (Burns and McDonnell) throughout the project; updates will be provided to the Commissioning Team for review and comment prior to edits being noted as final.

1.1 Introduction to the Commissioning Process

Commissioning is a quality focused process for enhancing the delivery of a project. The process focuses on evaluating and documenting that all commissioned systems and assemblies are planned, designed, factory tested, installed, field tested, and maintained to meet the design and Owner’s Project

Requirements. The commissioning process includes an evaluation of the Basis of Design (BOD), design, and as-built commissioned systems/assemblies against the documented and approved Owner’s Project

Requirements (PR). Document CUIR-RQ-0035-R3 Electrical Requirements for the CUIR and SLAC’s specification CUIR-PTS-0065 for Medium Voltage Solid Dielectric Pad-Mounted Switchgear will serve as the PR for this project. The commissioning process includes the following:

Design:

1. The CxA reviews the Owner’s Project Requirements and any other previously created design development documentation that makes up the A/E’s Basis of Design.

2. The CxA shall execute commissioning per SLAC’s specification section 019113 General

Commissioning Requirements and document CUIR-SW-0061-R1 Statement of Work For CUIR

Subproject 1 Commissioning Agent Services

3. The CxA performs design reviews of the 60% and 90% Design submittals. This consists of reviewing equipment and systems for installation, integration, testing, operations, maintenance, training, and warranty requirements. The CxA participates in comment resolution meetings with the A/E.

4. The CxA develops a comprehensive and project specific Commissioning Plan (this document) which provides the preliminary structure, schedule and coordination for the Commissioning

Process.

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Construction:

1. The CxA facilitates a Commissioning Kickoff meeting; all Commissioning Team members shall be present as the process, roles and responsibilities and commissioning related questions will be addressed.

2. The CxA shall attend Owner A/E, Subcontractor (OAC) meetings to track project progress, plan

Cx activities with the team, and provide updates to the team as needed.

3. The CxA will lead Commissioning meetings, held with the Subcontractor, applicable second-tier subcontractors, and other members of the Cx team. All necessary parties shall plan to attend, scope, coordinate, schedule future commissioning activities and resolve open actions. Meetings can be attended by second-tier subcontractors via teleconference if involvement is deemed necessary by the CxA or SLAC. One representative from the Subcontractor is required to attend every meeting.

4. The CxA will perform periodic site visits to review equipment installation. These visits will align with major milestones in the construction schedule. The CxA will submit site visit reports to

SLAC after each site visit.

5. Equipment documentation and submittals shall be concurrently submitted to the DOR and CxA for review. Documentation and submittals shall include, but not be limited to shop drawings for equipment to be commissioned, detailed start-up procedures, completed start-ups forms, O&M’s and warranty information. All review comments shall be uploaded via the Subcontractor’s document control software.

6. The CxA develops equipment specific Pre-functional Checklists. Second-tier subcontractor(s), under their own direction, shall execute and document completion of initial system checkouts, system start-ups and execution of Pre-functional Checklists. Drafts of these documents (which are attached to this Plan document as Appendix D) shall be distributed to SLAC Subject Matter

Experts (SME) Engineers for review. Note that the installing second tier subcontractor will be required to coordinate with SLAC to energize and de-energize equipment. Only SLAC qualified electrical workers can energize and de-energize electrical equipment. The CxA reviews all initial checkout, start-up and Pre-functional Checklist documentation to ensure they were completed according to approved contract documents. The CxA will witness start-up and testing of all

Commissioned Systems (see Section 1.6). The Subcontractor shall notify SLAC SMEs and CxA a minimum of 5 business days prior to upcoming start-up/testing so that the relevant SMEs have the opportunity to witness.

7. CxA will review all pre-functional checklists and startup documentation. Functional performance testing will not begin until the equipment to be tested has met the prerequisites for functional

1-3 testing outlined in the Subcontractors Role’s and Responsibilities. In addition to this requirement, the CxA will track the completion progress of checklists at each commissioning meeting.

8. The CxA develops specific equipment and system Functional Performance Test (FPT) procedures; test procedures will systematically test each systems mode of operation. Functional performance tests are reserved for systems that are associated with a sequence of operation. The

FPTs will be submitted formally to SLAC and the construction team. All parties shall review the

FPTs to verify test steps are feasible, safe, and equipment protection is provided with necessary written alarm limits to be used during the test; FPTs are executed by the second-tier subcontractor(s), under the oversight of, and documented by the CxA.

9. Items of non-compliance in material, installation or setup are documented by the CxA and corrected at the second-tier subcontractor’s expense. If the second-tier subcontractor does not agree the items identified by the CxA are non-compliant or deficient, they will bring these deficiencies to the attention of the SLAC PM. For additional details regarding non-conformance please reference specification section 019113 General Commissioning Requirements subsection

1.14. All non-compliant systems will be retested.

10. The CxA reviews O&M documentation for systems being commissioned, ensuring completeness and compliance with contract documents.

11. Commissioning should be completed before substantial completion.

12. The CxA reviews training plans provided by the fabrication subcontractor and reviews training documentation was completed. Reference specification section 01 79 00, Demonstration and

Training as well as individual equipment specs for detailed training requirements.

13. The CxA issues a commissioning report to the Owner.

Warranty:

1. 10-months after each substantial completion milestone, the CxA shall meet with the Owner and facility maintenance personnel to review the facility operating procedures and determine if any warranty related deficiencies shall be resolved by the second-tier subcontractor(s).

This commissioning process does not diminish the responsibility of the second -tier subcontractor(s), nor is it intended to be a redundant testing or inspection function. Commissioning is performed to document and validate the efforts of the second-teir subcontractor(s), ensuring the quality and functionality of the systems meets the design and owner’s requirements.

1.2 Commissioning References

Commissioning for this project will be executed in accordance with the following guidelines and standards:

1. ASHRAE Guideline 0-2013, “The Commissioning Process.”

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2. ASHRAE Standard 202-2013, “Commissioning Process for Buildings and Systems.”

3. ANSI / NETA ATS-2025

1.3 Commissioning Team

The Commissioning Team consists of key individuals that will plan and execute the overall commissioning process. The commissioning team list is preliminary and will be updated as the project develops. See Appendix A – Cx Team List for the complete list of contacts.

Personnel identified at the beginning of the job in this role/team shall continue until completion of the project to the extent practicable. Where personnel changes are beyond the team’s control, reasonable effort shall be made to transmit institutional knowledge gained in this position to the replacement personnel.

To help understand the delegated roles and responsibilities, a commissioning leadership structure has been defined as follows (refer to Roles and Responsibilities Matrix – Appendix B for additional details):

1. Owner - The Owner is SLAC National Accelerator Laboratory (SLAC). SLAC shall participate in the Cx process as a full partner. SLAC shall review, provide comments, and recommend approval/disapproval of all required Cx documents, submittals, results and reports. SLAC shall be the authority that provides formal approval/disapproval. End user/facility operators for the

Section 3 Switchgear are also encouraged to participate in the commissioning process.

2. Commissioning Authority (CxA) – The commissioning authority is Burns and McDonnell who reports directly to the Owner. The CxA provides oversight of the entire commissioning process.

3. Subcontractor’s Commissioning Coordinator (CxC) – Subcontractor is to designate a

Commissioning Coordinator (CxC) for this project. The CxC must have experience in the commissioning of facilities of a scope and complexity comparable to the individual project. The

CxC is the individual responsible for coordinating the commissioning activities during the construction and warranty phases.

4. A/E – Burns & McDonnell shall be indicated as the Designer of Record (DOR) in this document and perform duties typical for the A/E.

5. Second-tier Subcontractors – Installing second-tier subcontractor(s) and vendors are required to support the commissioning process. This includes the Electrical, Controls, and SLAC IT network communications systems contractors along with manufacturer’s installing representatives.

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1.4 Communication Plan and Confidential Protocols

All communications sent out regarding the commissioning process shall be routed through SLAC PMT, specifically Kelsy Westendorf (kwestend@slac.stanford.edu).

1.5 Safety

All members of the Commissioning Team shall follow established safety procedures, SLAC

Environmental Safety and Health (ES&H), and work planning control measures applicable to performing their jobs safely. Prior to any dynamic testing of equipment and systems, Functional Test procedures shall be reviewed and all safety protocols, as outlined in the Safety Plan, shall be followed. Note that only

SLAC qualified electrical workers will energize and de-energize equipment.

1.6 Commissioned Systems

Appendix C – Equipment List, includes a list of equipment that will require commissioning.

1.7 Test Equipment

1. Second-tier subcontractor(s) shall provide the necessary equipment to fully test the commissioned systems as defined in the specification manual and Functional Test procedures provided by the

CxA. CxA to develop a plan with SLAC and the Subcontractor to safely perform any measurements

2. Test equipment used during start-up and commissioning shall be of sufficient quality and accuracy to test and measure system performance within the tolerances required to determine adequate performance. Tolerances shall be as indicated in the specifications. Current calibration certificates (if applicable) must be available to the CxA if requested.

3. Test instrument accuracy and resolution must match or exceed that of the system component being verified or calibrated. Test instruments must be calibrated and have a calibration sticker within the last 12 months.

4. Test instruments must be used within guidelines as recommended by instrument manufacturer.

All measuring methods must be appropriate to the instrument application and measurements must be repeatable under equivalent conditions.

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1.8 Facility Grid

Facility Grid is a cloud-based commissioning software platform that will be utilized for this project. Facility Grid can be accessed through any web browser without installing any software at https://facilitygrid.com/. There is also an app developed for IOS, Android and Windows that can be downloaded through the respective app stores. This software is intended to streamline the commissioning process by providing status in real time for the entire team. The intuitive mobile app allows Subcontractor access to prefunctional checklists, functional tests, and issue tracking log.

For this project we will utilize facility grid to create and store the following:

1. Site Observation and Progress Reports

2. Pre-Functional Checklists and Functional Tests

3. Deficiencies logging and resolution tracking https://facilitygrid.com/

Commissioning Plan Commissioning Process

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2.0 COMMISSIONING PROCESS

The following is a detailed description of the commissioning tasks and activities listed sequentially by phase.

2.1 Construction Phase

2.1.1 Cx Plan

The CxA develops a project specific Commissioning Plan (this document) which provides the preliminary structure, schedule and coordination for the Commissioning Process.

2.1.2 Kickoff Meeting

The initial kickoff meeting shall be held during construction to ensure commissioning activities are followed throughout the process.

1. The CxA shall conduct a commissioning kick-off meeting to introduce the members of the commissioning team and establish the protocol for project reporting and decision-making. The meeting shall also include a discussion of and development of the construction phase commissioning activities and schedule. The CxA shall prepare and distribute minutes of the meetings.

2. Additional “kickoff” meetings may be required as additional team members are added to the project (second-tier subcontractors). The CxA shall prepare and distribute minutes of the meetings.

2.1.3 Other Meetings

1. Cx Progress Meetings: Commissioning meetings will be required throughout the construction process. These will be scheduled by the CxA with support from the CxC and Subcontractor. All necessary parties shall attend to plan, scope, coordinate, schedule commissioning activities and resolve open deficiencies. Frequency shall be established by construction activities.

2. The CxA will hold and attend Daily Safety Tailgate Release meetings during onsite commissioning activities i.e. progress site visits, witnessing field tests, etc.

2.1.4 Cx Scheduling Meeting

The Subcontractor / CxC and CxA shall develop a detailed commissioning schedule, with all tasks and deliverables required to complete the Commissioning Process. The schedule is a living document and shall be monitored throughout the project and updated as needed.

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2.1.5 Issue Tracking and Site Observation Reports

1. The CxA is responsible for the maintenance of the deficiencies recorded in Facility Grid which are an ongoing record of identified deficiencies, problems or concerns pertaining to the commissioned equipment and systems. The deficiencies identify where the responsible party has deviated from the RFP, OPR, contract documents, applicable codes, or industry practices. It becomes the CxC's responsibility to follow up and review each item on the list with the appropriate second-tier subcontractor(s) and provide feedback.

2. The issue shall only be closed by the individual that identified (opened) the issue.

3. The following fields are found in Facility Grid where the CxC is required to provide feedback:

a. Description: The CxA shall provide a description of the issue.

b. Identified Date: The CxA shall identify the date the issue was first logged.

c. Identified By: The CxA shall identify the individual the first created the issue.

d. Status: The CxA shall initially designate deficiencies as “Open”; based on response from the CxC the CxA shall change the designation to “Pending” or “Closed” as appropriate.

e. Date Corrected: Date that the issue was corrected.

f. Corrected By: Identifies the specific second-tier subcontractor that corrected or shall correct the issue.

4. CxA will review the deficiencies tracking log with the Cx Team during regular project meetings as appropriate to keep all parties informed.

5. If desired, all issue log data can be exported to the Subcontractor’s document control system.

6. Site Observation Reports

a. A site visit report shall be generated by the CxA within 48 hours of a site visit. The report shall include general construction progress notes and list deficiencies or non-deficiencies that were observed during the site visit. A copy of the report shall be distributed to SLAC

PMT for distribution to the Commissioning Team.

2.1.6 Submittal Reviews

Submittals shall be reviewed by CxA for concurrence with the PR and design documents. The CxA will submit comments to SLAC for review and consideration through the Subcontractor’s document control system. CxA may also track some submittal review comments through Facility Grid for resolution.

2.1.7 Pre- Functional Checklists and Start-up

Pre-Functional Checklists (PFCs) are established to ensure equipment and systems are properly installed and fully operational prior to execution of Functional Test procedures. Each piece of equipment receives a

2-3 full prefunctional checkout by installation subcontractor(s). No sampling strategies are to be utilized. The

PFC for all components within a given system must be successfully completed prior to the start of formal

Functional Testing for that given system.

PFCs are primarily static inspections and procedures to prepare the equipment for initial operation (e.g., labels affixed, specification required testing is completed and documented, sensor calibration, etc.). PFCs are to be combined with the manufacturer’s start-up / energization documentation. PFCs will be generated and completed through Facility Grid platform.

1. Testing and Energization

a. The second-tier subcontractor(s) are responsible for the development of energization and testing plans for all equipment in accordance with owner requirements with the support of

SLAC F&O HV group, who will perform the energization.

Note: Owner requires that the construction/installation second-tier subcontractor or third party carry out Site Acceptance Testing (SAT), including relay testing (as per ANSI/NETA

ATS-2025 standards), and lead testing activities. These activities will be witnessed and conducted with support from the manufacturer and CUIR’s commissioning agent. Additional commissioning support for protection settings and programming will be provided by the manufacturer. Protection and set points to be provided by Owner's Facilities & Operations

Group.

b. The second-tier subcontractor(s) obtains manufacturer installation and checkout data, including actual field checkout sheets used by the field technicians, provides them to the

CxA, and attaches them to the PFC for each piece of equipment.

c. The CxA will witness testing of all major equipment as needed.

i. For like equipment and systems, the CxA shall witness a sample of the testing activities.

2. Pre-Functional Checklist Development

a. CxA will create PFC’s for each piece of equipment being commissioned per Section 1.6.

b. Second-tier Subcontractor(s) are responsible for the completion of the PFC’s prior to the start of Functional Testing.

c. Associated specification required testing documents should be attached to the associated Pre-

Functional Checklist in Facility Grid or submitted under separate cover.

3. Execution of Pre-Functional Checklists

a. The second-tier subcontractor or site technician performing the line item task initials and dates each through Facility Grid app. Only individuals having direct knowledge of a line item being completed shall check or initial the forms.

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b. Deficiencies:

i. The second-tier subcontractor(s) shall list any outstanding items of the initial testing and

Pre-Functional Checklists. Second-tier subcontractor(s) and vendor(s) shall work to correct and retest deficiencies on uncompleted items. The second-tier subcontractor(s) shall correct all areas that are deficient or incomplete according to the checklists and tests.

2.1.8 Develop Functional Test Procedures

During the Functional Testing process, each system (equipment/components) is dynamically tested to confirm the system meets operational requirements along with the design intent. Functional Test procedures (FPT’s) are developed to test operational sequences that would cause, or be likely to cause, a system shutdown, i.e., safeties, failure modes, operator shutdown, etc., and verify the system reacts per the design sequence. The FPT shall also verify the system starts according to the sequence and the start-up is controlled. The systems shall be tested under all applicable scenarios to verify the system reacts as intended. Note that not all equipment will require a Functional Test. Functional performance tests are reserved for systems that are associated with a sequence of operation.

Before test procedures are finalized, the CxA obtains all requested documentation a current list of change orders and design bulletins affecting equipment or systems, including an updated points list and sequences. Second-tier subcontractor(s) shall provide O&M data to the CxA prior to finalization of test procedures. O&M data must be approved prior to execution of functional tests.

The CxA develops project specific test procedures, to verify proper operation of each piece of equipment and system. The CxA obtains clarification, as needed, from Subcontractor and the DOR regarding sequences of operation to develop these tests. Prior to execution, the CxA provides a copy of the primary equipment tests to the Commissioning Team for a review of the tests’ feasibility, safety, warranty, and equipment protection. Prior to the start of functional testing the Subcontractor and their second-tier subcontractor(s) must have completed and signed all Pre-Functional Checklists.

2.2 Acceptance

2.2.1 Execution of Functional Test Procedures

The CxA coordinates functional test schedules with the Subcontractor and CxC. The CxA facilitates, witnesses, and documents the functional testing of all equipment and systems according to contract

2-5 documents. Second-tier subcontractor(s) execute the functional tests. Testing proceeds from components, to subsystems, to systems, and, finally, to interlocks and connections between systems.

1. Functional Test Procedures

a. All second-tier subcontractors are encouraged to utilize the CxA issued Functional Test procedures in their own preliminary testing to minimize the number of deficiencies identified during the functional testing process. This means that a Functional Test witnessed by the CxA should NOT be the first time a test is performed.

b. Functional Test execution typical procedure:

i. Prior to execution, Functional Test procedures shall be reviewed by the

Commissioning Team to ensure all safety protocols, as outlined in Subcontractor safety plan, shall be followed and there is no anticipated damage to equipment based on proposed test steps.

ii. All factory authorized and specification required testing shall be complete.

Control systems must be tested and operational for the respective system or component.

iii. Testing of systems/equipment shall begin by recording initial conditions. CxA shall be looking to verify the system is operating normally and meeting specific conditions.

2. Switchgear Checkout

a. The installation subcontractors shall hire a NETA Certified testing agency to perform field testing on the fully assembled medium voltage switchgear and all components. The following standard field inspection and test procedure shall be performed on the assembly provided under this section. All tests shall be in accordance with the NETA-ATS-2025, Section 7.1 and sections applicable to all components per specification section 26 18 29 paragraph 3.7.

i. All required test reports shall be submitted to the fabrication contractor, SLAC and the CxA.

3. Medium Voltage Cable Checkout

a. The installation subcontractors shall hire a NETA Certified testing agency to perform field testing on the associated system medium voltage cables. The following standard field inspection and test procedure shall be performed on the cables provided under this section:

i. NETA Acceptance Test Standard - 2025

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ii. Very Low Frequency (VLF) Testing – to be performed by SLAC

iii. Inspections per specification 26 05 13 paragraph 3.5.

iv. All required test reports shall be submitted to the fabrication contractor, SLAC and the CxA.

b. Subcontractor shall submit a cable pull plan for the setup and installation of the cables.

4. Low Voltage Cable Checkout

a. The following standard field inspection and test procedure shall be performed on the cables provided under this section:

i. Inspections per specification 26 05 19 paragraph 3.6.

ii. All required test reports shall be submitted to the fabrication contractor, SLAC and the CxA.

b. Subcontractor shall submit a cable pull plan for the setup and installation of the cables.

5. Switchboard and Panelboard Checkout

a. The installation subcontractors shall hire a NETA Certified testing agency to perform field testing on the associated switchboards and panelboards. The following standard field inspection and test procedure shall be performed provided under this section:

i. Inspections per specification 26 24 00 paragraph 3.4 for panelboards and specification 26 24 13 paragraph 3.06 for switchboards.

ii. All required test reports shall be submitted to the fabrication contractor, SLAC and the CxA.

6. Deficiencies and Retest

a. Minor Deficiencies: can be corrected during the testing procedure and noted in FPT

b. Non-conformance: deficiencies are noted and tracked in Facility Grid and reported to

CxC and SLAC.

c. Subcontractor is responsible for informing the CxA of retesting schedules.

d. For areas of dispute the final authority resides with SLAC Project Manager.

e. The cost to retest a PFT or FPT lies with the Subcontractor if they are responsible for the deficiency, including cost incurred by the CxA and SLAC for retesting.

f. Retesting shall not be considered a reason for a claim of delay or for a time extension by the Subcontractor.

7. Owner Participation

a. SLAC’s facility operations staff shall be involved in the commissioning and testing process. The CxA shall notify SLAC when commissioning activities occur.

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2.2.2 Sampling Strategy

No sampling strategy will be used for functional testing on this project.

2.2.3 O&M Manuals

Second-tier subcontractor(s) shall submit copies of the O&M manuals, test report forms, and preventative maintenance data for the equipment/systems being commissioned at the same time of the equipment submittal process for early development of proper test procedures and field testing. The O&M Manuals shall comply with the following:

1. O&M Manual Review – The CxA shall review O&M manuals applicable to commissioned equipment and systems and verify that O&M materials are complete and in compliance with

Specifications.

2. The CxA reviews the O&M manuals as early as possible in the procurement and construction phase so that O&M information is available for development of Prefunctional Checklists and

Functional Test Procedures. The CxA shall submit review comments to SLAC.

2.2.4 Training

The Subcontractor is responsible for training coordination and scheduling and ensuring that the training is being completed. CxA shall witness the content and competence for the training for SLAC personnel.

2.2.5 Final Commissioning Report

CxA shall provide a Commissioning Report to SLAC detailing all commissioning activities carried out during the project. The report shall include all acquired documentation, logs, minutes, reports, deficiency lists, communications, findings, unresolved deficiencies, etc., compiled in appendices, and provided with the summary report. These electronic documents shall provide SLAC with a searchable reference of important project documentation for successfully operating and maintaining the facility in the future.

Report shall be an electronically searchable PDF document and include the following:

1. Executive summary of commissioning process and results, system deficiencies identified and resolution, and outstanding deficiencies

2. Project Directory

3. Commissioning Plan

4. List of Systems Commissioned

5. Commissioning site visit reports

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6. Record of Commissioning review comments for: design reviews, submittal reviews, O&M data reviews, training evaluations

7. Deficiencies Log, detailing open and closed deficiencies

8. Subcontractor pre-commissioning checklists with start-up reports

9. Pre-functional test and functional performance test checklists with test results

10. Copies of related testing and inspection reports (by others) related to the commissioning process.

11. Recommendations

2.2.6 Seasonal/Deferred Testing

Seasonal and/or deferred testing is not anticipated for this project.

2.3 Warranty Phase

2.3.1 Warranty Walkthrough

1. The purpose of the Warranty Walkthrough is to review how the project provided equipment is functioning and address any issues prior to Warranty expiration.

2. Warranty walkthrough shall occur approximately 9-10 months following substantial completion.

Deficiencies identified during the warranty walkthrough shall be recorded and issued to SLAC

PMT. Installation Subcontractor will be informed of the findings

3. CxA to participate in walk through along with Subcontractor, SLAC Asset Manager and SLAC

PMT. Schedule and agenda of walkthrough will be issued 4 weeks prior for coordination proposes.

Commissioning Plan Schedule

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3.0 SCHEDULE

3.1 Schedule

The Subcontractor’s Commissioning Specialist (CxC) shall be responsible to coordinate with the CxA and Subcontractor to integrate commissioning activities into the master construction schedule.

The following requirements for the Commissioning schedule apply:

1. Major milestones and substantial completion dates.

2. All factory testing and onsite equipment testing

3. Electrical energization and testing activities.

4. Phased turnover dates.

5. Training durations and completion for all systems.

6. Operations and Maintenance Manual submissions for all systems.

Commissioning Plan Appendix A – Cx Team

Appendix A-0

APPENDIX A – CX TEAM

Team Member Contact Email

Company Phone

SLAC PMT

Project Manager

SLAC

Commissioning Manager

Engineering

Subcontractor

Construction Project Manager

Commissioning Coordinator (CxC)

Project Engineer

DOR Team

James Oh

Burns & McDonnell

Engineering Lead

Controls Lead

Commissioning Services

Eli Baumgardner

Commissioning Services

Electrical Commissioning

Victor Gomez

Electrical Subcontractor

Switchgear Subcontractor

Commissioning Plan Appendix B – Roles and Responsibilities

Appendix B-1

APPENDIX B - ROLES AND RESPONSIBILITIES

The Roles and Responsibilities matrix identifies major components of the commissioning efforts along with parties involved. Responsibilities are organized into project phases where the activity typically occurs however the indicated responsibilities apply throughout all phases of the project.

Commissioning Plan Appendix B – Roles and Responsibilities

Appendix B-2

Roles and Responsibilities

Responsible Party

L= Lead, R = Review, S = Supporting, A = As Required OR-Owner (SLAC), CxA-Commissioning Authority (BMcD), CxC-Contractor's Commissioning Specialist, GC-

Contractor, DOR-Designer of Record (Burns & McDonnell), SUB-Installing Subcontractor or Vendor

OR CxA CxC GC DOR SUB

Communication and Coordination

Ensure commissioning tasks align with Owner’s Project Requirements (PR)

R L S

Participate in commissioning meetings (scoping, kick-off, coordination, misc.)

S L S S A A

Publish progress reports along with Issue Tracking Form (ITF) for the following activities: field observations, functional testing, and warranty review

L S S S

Coordinate participation of subcontractor(s) throughout the commissioning process

L S S

Provide meeting space and presentation equipment (as required) for all commissioning meetings as needed

S S S L S S

Coordinate installation progress inspections and punch list efforts for applicable work

L S

7 Coordinate and publish minutes for commissioning meetings L S

Promptly notify the CxA of any deficiencies which may affect the commissioning process or final system performance

S L S S S

Provide information regarding substitutions, change orders, RFIs and Engineer’s supplemental instructions which may affect commissioning

S L S S S

Design Phase

Develop commissioning specifications for incorporation into design documents

R R L

Review design documents for compliance with Owner's Project Requirements (PR)

R L S

Construction Phase

Develop project specific Commissioning Plan. Provide revisions, as necessary, throughout the project

R L S S R S

Plan and conduct a Commissioning Kick-off meeting along with other commissioning meetings, as necessary

S L S S S S

Appendix B-3

L= Lead, R = Review, S = Supporting, A = As Required OR-Owner (SLAC), CxA-Commissioning Authority (BMcD), CxC-Contractor's Commissioning Specialist, GC-

Contractor, DOR-Designer of Record (Burns & McDonnell), SUB-Installing Subcontractor or Vendor

OR CxA CxC GC DOR SUB

Coordinate and incorporate commissioning activities into the master construction schedule. Distribute construction schedule updates to Cx team.

S S L S

Provide copies of submittals, O&M manuals, and as-built drawings to CxA

L S S

Perform focused submittal reviews for compliance with commissioning needs. Occurs concurrent with DOR review

R L S R

Provide design narrative and sequences of operations for all pieces of equipment to be commissioned in areas where specifications, control drawings or equipment documentation is not sufficient to allow for detailed Functional Test Procedures to be written

R S L

Prepare Prefunctional Checklists and Functional Test procedures from approved equipment submittals, specifications, and design documentation

R L S S R S

Perform site observations to verify integrity of equipment installation

A

Coordinate participation of subcontractor(s) in the commissioning process

S L S S

Identify, review, supplement and monitor completion status of Prefunctional Checklists. Provide completed documentation to CxA.

S L S S

Coordinate completion of Prefunctional Checklists and testing procedures as required by specifications and manufacturer’s recommendations. Provide completed documentation to CxA.

R L S S

Verify coordination, installation, quality control, and final contractor(s) testing has been completed such that installed systems and equipment comply with contract and design documents

S L S S

Witness specification required testing of equipment and systems

S L S S

Review completed contractor field testing documentation and Construction Checklists, point-to-point checkout, punch lists, R L S S

Appendix B-4

L= Lead, R = Review, S = Supporting, A = As Required OR-Owner (SLAC), CxA-Commissioning Authority (BMcD), CxC-Contractor's Commissioning Specialist, GC-

Contractor, DOR-Designer of Record (Burns & McDonnell), SUB-Installing Subcontractor or Vendor

OR CxA CxC GC DOR SUB etc. provided by the team to confirm systems are ready for Functional Testing. Provide copies of all documentation to CxA.

Coordinate required subcontractor(s) and schedule Functional Testing

S L S S

Coordinate with subcontractor(s) to provide tools, equipment, facility access and instruction as required throughout the commissioning process

S L S

Operate equipment and systems as required to complete Functional Testing.

S A L

Witness execution of Functional Testing per written test procedures. Complete required documentation

R L S S S

Participate in resolution of identified system deficiencies, fine-tuning, or troubleshooting of system performance, as required to meet contract documents

S S S S S S

Provide completed O&M's and as-built drawings to the CxA, DOR, and Owner for review, verification and distribution

R S L R S

Assemble and provide Owner's training plan to the Commissioning team for review (this is to be approved prior to implementing the training program)

R R L S R S

Provide training records to be completed during the training sessions

R R L R R

Arrange for facility operating and maintenance personnel to attend field training sessions, as required

L S

Provide training for the systems, as required by contract documents. Provide CxA with copy of training documents and sign-in sheets

R S L S

Warranty Phase

36 Participate in 10-month warranty review meeting S L S S S

Provide information requested by CxA for final Commissioning documentation. Final documentation should be provided within 10 business days of 10-month review.

S L S

38 Prepare Final Commissioning Report R L S S

Commissioning Plan Appendix C – Equipment to be Commissioned

Appendix C-0

APPENDIX C – EQUIPMENT TO BE COMMISSIONED

Commissioned

Systems Tag (if applicable)

Pre-Functional Checklist (PFC) Functional Test (FT)

Electrical Systems

Grounding N/A

Lighting controls /

Emergency Lighting

N/A

Cable tray system N/A

LV Transformer B017-2TX-1

LV Panelboard B017-2PB-1

LV Panelboard B017S-4DP-1

MV Sub SUB B017S

Gen Relocated Gen

Battery Rack B017-SB-1

Battery Charger B017-4SR-1

Disconnect Switch B017S-1DS-1

MV Switchgear SWITCHGEAR 8

MV Switchgear SWITCHGEAR 9

Busway Busway-89T

Busway Busway-1A

Busway Busway-1B

Busway Busway-1C

Busway Busway-2A

Busway Busway-2B

Busway Busway-2C

Mechanical Systems

EF-1 EF-1 CHK-1 FPT-1

EF-2 EF-2 CHK-2 FPT-2

EF-3 EF-3 CHK-3 FPT-3

EF-4 EF-4 CHK-4 FPT-3

SF-1 SF-1 CHK-5 FPT-1

Commissioning Plan Appendix D – Prefunctional Checklists

Appendix D-0

APPENDIX D – PREFUNCTIONAL CHECKLISTS

Commissioning Plan Appendix E – Functional Tests

Appendix E-0

APPENDIX E – FUNCTIONAL TESTS

Burns & McDonnell Engineering

235 Pine St., Seventh Floor San Francisco, CA 94104

O 415-934-9761 www.burnsmcd.com http://www.burnsmcd.com/