S02 Attachment 04_Cx Plan_100 percent - 548-CSI-139 WPB Renovate IR Cath Lab_55 Pages.pdf

Date Submitted: June 11, 2025

CxA

MES Group Inc.

550 N Reo St, Suite 203 Tampa, FL 33609

(813) 289-4700

U.S. DEPARTMENT OF VETERANS AFFAIRS

RENOVATE IR CATH LAB

WEST PALM BEACH, FL

Project # 548-CSI-139

Preliminary Commissioning Plan

Department of Veterans Affairs

Renovate IR Cath Lab

West Palm Beach, FL

June 11, 2025 Executive Summary

EXECUTIVE SUMMARY

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

June 11, 2025 Page 0 Preliminary Commissioning Plan

TABLE OF CONTENTS

Table of Contents Commissioning Plan I. Introduction II. Commissioning Goals III. Project Description IV. Commissioning Scope V. Systems to Be Commissioned VI. Commissioning Team VII. Commissioning Communications and Document Distribution VIII. Design Phase Commissioning IX. Construction and Acceptance Phase Commissioning X. Team Member Roles and Responsibilities XI. Commissioning Schedule XII. Appendix A – Preliminary Log of Required Documentation

June 11, 2025 Page 1 Preliminary Commissioning Plan

COMMISSIONING PLAN

I. Introduction

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

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

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

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

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

June 11, 2025 Page 2 Preliminary Commissioning Plan

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

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

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

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

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

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

Process will likely fail to achieve its ends.

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

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

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

Resident Engineer (Construction Phase).

June 11, 2025 Page 3 Preliminary Commissioning Plan

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

Contractual Relationships in the VA Commissioning Process Manual.”

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

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

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

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

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

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

I. Abbreviations

1. Operations and Maintenance (O&M)

2. VAMC Project Manager and/or Resident Engineer (PM/RE)

3. VAMC Facilities Management Department Staff (FMD)

4. Design Professionals (D)

5. Construction Manager (CPM)

6. Installation Contractors (CONTR)

7. Testing, Adjusting & Balancing Contractor (TAB)

8. Commissioning Authority (CxA)

9. Request for Information (RFI)

10. Architect’s Supplemental Instructions (ASI)

June 11, 2025 Page 4 Preliminary Commissioning Plan

11. Design Development Documents (DD)

12. Construction Documents (CD)

13. Commissioning (Cx)

14. Functional Performance Test (FPT)

15. Pre-Functional Checklist (PFC)

16. Corrective Action Notice (CAR)

17. Quality Control (QC)

II. Commissioning Goals

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

❖ Meet or exceed VAMC Project Requirements

❖ Optimize Systems Operations

❖ System operation and performance verification

● Performance Test results

● Pre-Functional checklists

● Equipment startup

❖ Documentation and Training for FMD Staff

● Operating instructions and documentation

● Operator equipment training

● Operator systems training

❖ Integrate Testing Schedules into Construction Schedule

● Coordination of trades

● Coordination of DDC vendor tasks

● Coordination of TAB vendor tasks

❖ Early identification and resolution of issues

❖ Clear and open communications

June 11, 2025 Page 5 Preliminary Commissioning Plan

III. Project Description

A. Commissioning services of VA renovated IR Cath Lab. The systems to be commissioned include:

• Mechanical

i. One (1) Air Handling Unit

ii. One (1) Computer Room Air Conditioner

iii. Six (6) VAV boxes

iv. One (1) AHU Return Fan

v. One (1) Exhaust Fan

vi. Connection of hydronic systems to existing utilities

• Electrical

i. Lighting Controls

IV. Commissioning Scope

A. Nicholas Stephenson, PE, LEED AP BD+C, BCxP will provide commissioning services to support the VA Renovate IR Cath Lab project. Commissioning activities will include the tasks and deliverables outlined below.

Commissioning Scope

Project Phase Task Description Deliverable

Design Commissioning Specifications

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

Commissioning Specification

June 11, 2025 Page 6 Preliminary Commissioning Plan

Phase Task Description Deliverable

Prepare Commissioning Specification for Division 07 – Thermal and Moisture Protection, Division 08 – Openings, Division 10 – Specialties, Division 11 – Equipment, Division 14 – Conveying Equipment, Division 21 – Fire Protection, Division 22 – Plumbing, Division 23 – HVAC, Division 26 – Electrical, Division 27 – Communications, Division 28 – Electronic Safety and Security, Division 33 – Utilities, and Division 34 - Transportation to provide detailed commissioning, operations & maintenance and training requirements for individual technical specification sections.

Commissioning Specifications

Design Preliminary Commissioning Plan

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

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

Preliminary Commissioning Plan

Design Focused Construction Document Review

Perform a focused review of the final Construction Document submission.

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

Commissioning Design Review Log

Construction Final Commissioning Plan

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

Final

Plan.

June 11, 2025 Page 7 Preliminary Commissioning Plan

Phase Task Description Deliverable

Construction Construction Commissioning Kick Off meeting

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

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

Meeting Notes

Construction Submittal and Shop Drawing Review

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

Submittal Request Checklist.

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

Commissioning review of submittals and shop drawings does not replace the Design Team responsibility for approval.

Commissioning Submittal Review Log

June 11, 2025 Page 8 Preliminary Commissioning Plan

Phase Task Description Deliverable

Construction Pre-Functional Checklists

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

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

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

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

Draft Pre-Functional Checklists for owner and contractor review.

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

Construction Review Contractor Equipment Startup Checklists

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

Commissioning authority will witness selected equipment startup procedures.

Seven days prior notice is required to schedule commission authority witnessing the startup.

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

Issues Log

June 11, 2025 Page 9 Preliminary Commissioning Plan

Phase Task Description Deliverable

Construction Prepare Functional Test Plans

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

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

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

Final Functional Test Plans for use in systems testing.

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

Commissioning Review Log

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

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

Construction Review O & M Manuals

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

Review Log

June 11, 2025 Page 10 Preliminary Commissioning Plan

Phase Task Description Deliverable

Construction Systems Functional Testing

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

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

Executed Functional Test Plans.

Construction Final Commissioning Report

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

● Commissioning scope

● Test methods and results

● Outstanding commissioning issues

● Issues log

● Commissioning plan

● Status reports

● Submittal and O&M manual reviews

● Training record

● Pre-Functional Checklists

● Design Review Comments

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

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

Preliminary Commissioning Report – 1 hardcopy for owner review.

Final

Report – 1 hardcopy plus 2 electronic submissions on

CD/DVD.

June 11, 2025 Page 11 Preliminary Commissioning Plan

Phase Task Description Deliverable

Construction Owner Architect and Construction Manager Meetings (Construction Phase)

Attend selected Owner/Architect /Contractor Meetings. Commissioning Agent to discuss commissioning issues, review the Commissioning Issues Log and to maintain awareness of general construction schedule and issues.

Meeting Notes (it is assumed the Construction Manager will provide the official minutes).

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

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

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

Palm Beach, FL.

V. Systems to Be Commissioned

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

Systems To Be Commissioned

System Pre-

Functional Checklists

Equipment Startup

Functional Testing

Sample Size

Remarks

Div 23 - HVAC

Air Handling Systems & VAV Boxes

Yes Yes Yes 100% [list applicable bid packages or other remarks]

June 11, 2025 Page 12 Preliminary Commissioning Plan

Systems To Be Commissioned

Pre-

Functional Checklists

Equipment Startup

Functional Testing

Sample Size

Remarks

Exhaust Fans Yes Yes Yes 100% [list applicable bid packages or other remarks]

Direct Digital Control System Yes Yes Yes New Work Only

Limited to new work

Computer Room HVAC Systems

Yes Yes Yes 100% [list applicable bid packages or other remarks]

Div 26 - Electrical

Lighting Controls Yes Yes Yes TBD [list applicable bid packages or other remarks]

VI. Commissioning Team

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

Commissioning Team

Item Team Member Description Contact Information

PM VAMC- Project Manager Program Management Representative responsible for contractual and technical aspects of the project.

Name

Organization

Address

City, State Zip

Phone:

Email:

June 11, 2025 Page 13 Preliminary Commissioning Plan

FMD VAMC-Facilities Management Department

Representative of the Facilities Management Department

Name

Organization

Address

City, State Zip

Phone:

Email:

QA VAMC-Quality Assurance Coordinator

FMD Quality Assurance coordinator for Commissioning activities

Name

Organization

Address

City, State Zip

Phone:

Email:

A Architectural Design Professional

Architect’s Construction Administration Representative

Name: Chad Vaughn, AIA

Organization: RDC/JPA

Address: TBD

City, State Zip: Altamonte Springs, FL

Phone: 800.362.1523

Email: cvaughn@rdcjpa.com

MEP Mechanical, Electrical and Plumbing Design Professional

MEP Construction Administration Representative

Name: TBD

Organization: Above Group, LLC

Address: 305 East Dr., Suite H

City, State Zip: Melbourne, FL 32904

Phone: 321.345.9026

Email: TBD

June 11, 2025 Page 14 Preliminary Commissioning Plan

CxA Commissioning Agent Project Manager for Commissioning Agent

Name: Nick Stephenson, PE, BCxP

Organization: MES Group, Inc.

Address: 550 North Reo St., Ste

City, State Zip: Tampa, FL 33609

Phone: 813.331.5093

Email:

nick.stephenson@mesgroupinc.co m

CxTL Commissioning Agent Technical Lead

Primary point of contact for Commissioning technical issues

Name: Rebecca McCracken

Organization: MES Group, Inc.

Address: 550 North Reo St., Ste

City, State Zip: Tampa, FL 33609

Phone: 813.331.5092

Email:

Rebecca.mccracken@mesgroupin c.com

CPM Construction Project Manager

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

Name: TBD

Organization: TBD

Address: TBD

City, State Zip: TBD

Phone: TBD

Email: TBD

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

Name: TBD

Organization: TBD

Address: TBD

City, State Zip: TBD

Phone: TBD

June 11, 2025 Page 15 Preliminary Commissioning Plan

FP Fire Protection Contractor

Commissioning Representative for the Sub-contractor responsible for installation of fire protection systems

Name: TBD

Organization: TBD

Address: TBD

City, State Zip: TBD

Phone: TBD

Email: TBD

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

Name: TBD

Organization: TBD

Address: TBD

City, State Zip: TBD

Phone: TBD

Email: TBD

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

Name: TBD

Organization: TBD

Address: TBD

City, State Zip: TBD

Phone: TBD

Email: TBD

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

Name: TBD

Organization: TBD

Address: TBD

City, State Zip: TBD

Phone: TBD

Email: TBD

SC Specialty Systems Contractor

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

Name: TBD

Organization: TBD

Address: TBD

City, State Zip: TBD

June 11, 2025 Page 16 Preliminary Commissioning Plan

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

Name: TBD

Organization: TBD

Address: TBD

City, State Zip: TBD

Phone: TBD

Email: TBD

TAB Testing and Balancing Vendor

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

Name: TBD

Organization: TBD

Address: TBD

City, State Zip: TBD

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

VII. Commissioning Communications and Document Distribution

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

Communication Distribution Matrix

Document Prepared by: Submitted to: Copies to: Comments

Owner’s Project Requirements

PM ● Design Team

● QA

● CxA

● CPM

June 11, 2025 Page 17 Preliminary Commissioning Plan

OPR Comment Log CxA ● PM ● QA

● Design Team

Basis of Design Document (Design Narrative)

Design Team ● PM ● QA

General

Requirements Specification Section (01 91 00)

CxA ● PM ● QA

● Design

Preliminary Commissioning Plan

CxA ● PM ● QA

● CPM

● Design Team

● DDC

● TAB

Progress CD Drawings and Specs

Design Team ● PM

● QA

Progress Set Review Comments Log

CxA ● PM ● QA

Final Construction Documents

Design Team ● PM ● QA

● CxA

● CPM

Design team submits direct to VAMC as separate submission

Final CD Review Comment Log

CxA ● PM ● QA

● Design Team

● CPM

VAMC Review comments submitted separately to Design

June 11, 2025 Page 18 Preliminary Commissioning Plan

Final Commissioning Plan

CxA ● RE ● QA

● Design Team

● CPM

Construction Kickoff Meeting Minutes

CPM ● RE ● QA

● CxA

Submittals and Shop Drawings

CPM ● RE ● Design Team

● CxA

● QA

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

Submittal and Shop Drawing Comment Log

CxA ● RE ● CPM

● Design Team

● QA

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

Preliminary Pre- Functional Checklists

CxA ● RE ● QA

System Pre- Functional Checklist Comments

CPM

PM

DDC

● RE ● CxA

● QA

Final Pre-Functional Checklists

CxA ● RE ● CPM

Executed Pre- Functional Checklists

CPM ● RE ● CxA

Contractor Startup Reports

CPM ● RE ● CxA

● QA

● Design

June 11, 2025 Page 19 Preliminary Commissioning Plan

Contractor Startup Report Comment Log

CxA ● RE ● QA

● CPM

● Design

Procedures

CxA ● RE ● QA

Procedure Comments

PM

CPM

DDC

● RE ● CxA

Final Functional Test Procedures

CxA ● RE ● QA

Executed Functional Test Procedures

CxA ● RE ● QA

TAB Final Report TAB ● RE ● QA

TAB Final Report Comment Log

CxA ● RE ● QA

● TAB

O&M Manuals CPM ● RE ● QA

● FMD

● CxA

June 11, 2025 Page 20 Preliminary Commissioning Plan

O&M Manual Comment Log

CxA ● RE ● CPM

● QA

● FMD

Training Plans CPM ● RE ● QA

● FMD

● CxA

Training Plan Comment Log

CxA ● RE ● QA

● FMD

● CPM

System Functional Testing Field Reports

CxA ● RE ● QA

Report

CxA ● QA ● PM

● CPM

Report Review Comments

QA ● CxA ● PM

● CPM

Final Commissioning Report

CxA ● QA ● PM

● CPM

Construction O/A/C Meeting minutes

CPM ● RE ● QA

● CxA

● Design

June 11, 2025 Page 21 Preliminary Commissioning Plan

Master Issues Log CxA ● RE ● QA

Master Issues Log CxA ● RE ● QA

Report Amendment

CxA ● QA ● PM

VIII. Design Phase Commissioning

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

Document Phase of the project include the following:

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

Narrative.

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

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

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

REQUIREMENTS that will be issued for bid.

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

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

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

June 11, 2025 Page 22 Preliminary Commissioning Plan

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

IX. Construction and Acceptance Phase Commissioning

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

B. A Commissioning Kickoff Meeting will be held at the start of construction to describe the commissioning process for the Construction Team which includes the CPM, installing sub-contractors (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 periodic Owner/Architect/Contractor (O/A/C) meetings to discuss commissioning activities, field reports, issues log and responses to commissioning issues noted during construction.

E. The 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.

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

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

G. 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.

June 11, 2025 Page 23 Preliminary Commissioning Plan

H. 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.

I. 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.

J. It is the expectation that System Functional Testing will demonstrate that the systems perform in accordance with design criteria, construction documents and VA 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.

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

L. 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 determined by the RE in consultation with the CxA..

June 11, 2025 Page 24 Preliminary Commissioning Plan

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

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

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

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

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

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

X. Team Member Roles and Responsibilities

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

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

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

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

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

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

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

June 11, 2025 Page 25 Preliminary Commissioning Plan

Commissioning Team Roles and Responsibilities

Phase

Cx Task Description Team Member

Responsibility

Design Commissioning Specifications

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

Prepare

Specification for Division 21 – Fire Protection, Division 22

– Plumbing, Division 23 – HVAC, Division 26 – Electrical, Division 27 – Communications, and Division 28 – Electronic Safety and Security to provide detailed commissioning, operations & maintenance and training requirements for individual technical specification sections.

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

CxA ● Prepare Cx Specification Section 01 91 13.

● Prepare systems commissioning specifications.

Design Team

● Incorporate commissioning specifications into Project Manual.

CPM ● None.

DDC ● None.

TAB ● None.

Design Preliminary Commissioning Plan

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

The Commissioning Plan will include description of systems

VA PM ● Review Cx Plan

● Provide comments to CxA.

CxA ● Prepare Cx Plan

● Submit to PM and QA

Design Team

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

June 11, 2025 Page 26 Preliminary Commissioning Plan

Phase

Cx Task Description Team Member

Responsibility to be commissioned. CPM ● None.

DDC ● None.

TAB ● None.

Design Focused Construction Document Review

Perform a focused review of the final Construction Document submission. This review will include a back check of commissioning comments provided during previous reviews.

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

CxA ● Review Construction Document drawings and specs.

● Update Design Narrative

● Provide comment log to PM and QA.

Design Team

● Prepare Construction Documents drawings and specs.

● Provide responses to CxA review comments.

CPM ● None.

DDC ● None

TAB ● None.

June 11, 2025 Page 27 Preliminary Commissioning Plan

Phase

Cx Task Description Team Member

Responsibility

Construction Final Commissioning Plan

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

VAMC PM ● Review and approve Commissioning Plan.

● Provide comments to CxA and QA.

CxA ● Prepare Final Commissioning Plan.

● Prepare preliminary Pre-Functional Checklists

● Prepare Preliminary Systems Functional Performance Test procedures.

● Issue to PM and QA.

● Incorporate comments into Cx Plan revisions as necessary.

Design Team

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

● Provide comments to PM and CxA.

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

● Provide comments to PM and CxA.

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

● Provide comments to QA and CxA.

June 11, 2025 Page 28 Preliminary Commissioning Plan

Phase

Cx Task Description Team Member

Responsibility

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

● Provide comments to QA and CxA.

Construction Construction Commissioning Kick Off meeting

Conduct an initial commissioning meeting with all contractors and commissioning team members. The purpose of the meeting will be to establish the purpose and proposed process for commissioning this facility in the construction, acceptance and warranties phases of the project. Review the individual roles and responsibilities of each participating commissioning team member as specified in the Construction Documents.

VA RE ● Schedule, facilitate and attend meeting.

CxA ● Conduct meeting.

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

● Prepare meeting agenda and minutes.

Design Team

● Attend meeting.

CPM ● Attend meeting.

DDC ● Attend meeting

TAB ● Attend meeting.

Construction Submittal and Shop Drawing Review List

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

VA RE ● None.

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

Design

● None.

June 11, 2025 Page 29 Preliminary Commissioning Plan

Phase

Cx Task Description Team Member

Responsibility

CPM ● None.

DDC ● None.

TAB ● None.

Construction Submittal and Shop Drawing Review

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

Commissioning review of submittals and shop drawings does not replace the Design Team responsibility for approval.

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

Design Team

● 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.

June 11, 2025 Page 30 Preliminary Commissioning Plan

Phase

Cx Task Description Team Member

Responsibility

DDC ● Prepare and issue DDC submittals and shop drawings.

● Incorporate RE comments into revised submittals and shop drawings.

TAB ● None.

Construction Pre-Functional Checklists

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

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

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

VA RE ● Review checklists

● Provide comments to CxA

CxA ● Prepare preliminary checklists.

● Issue to RE and CPM for review

● Incorporate changes into final checklists as necessary.

Design Team

● None.

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

● Review checklists prepared by CxA

● Provide comments to CxA

DDC ● Review checklists prepared by CxA

June 11, 2025 Page 31 Preliminary Commissioning Plan

Phase

Cx Task Description Team Member

Responsibility testing.

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

TAB ● Review checklists prepared by CxA

● Provide comments to CxA

Construction Review Contractor Equipment Startup Reports

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

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

VA RE ● Receive and distribute Contractor Startup Reports

CxA ● Witness selected contractor equipment startups.

● Review selected Contractor Startup Reports.

● Provide comment log to REand QA.

Design Team

● Review Contractor Startup Reports.

CPM ● Complete Contractor Startup Reports

● Issue to RE and CxA.

DDC ● Review selected Contractor Startup Reports.

TAB ● Review selected Contractor Startup Reports.

Construction Prepare Functional Test Procedures

Based on final construction documents (including applicable changes), and approved

VA RE ● Review preliminary Functional Test Procedures.

June 11, 2025 Page 32 Preliminary Commissioning Plan

Phase

Cx Task Description Team Member

Responsibility submittals, prepare Functional Test Procedures for systems to be commissioned. Draft Functional Test Procedures will be issued for review by owner, installing contractors and DDC

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

CxA ● Prepare preliminary

Procedures.

● Issue to RE, CPM and

DDC.

● Incorporate comments into final Functional Test Procedures as necessary.

Design Team

● None.

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

● Review preliminary Functional Test Procedures

● Provide comments to CxA

DDC ● Review preliminary Functional Test Procedures

● Provide comments to CxA

TAB ● Review preliminary Functional Test Procedures

● Provide comments to CxA

Construction TAB Report Review

Review TAB Report prepared by TAB vendor following system air and water balancing. Review will be focused on TAB

VA RE ● Distribute TAB report to Design Team, and CxA.

● Approve TAB Report in consultation with Design Team and CxA.

June 11, 2025 Page 33 Preliminary Commissioning Plan

Phase

Cx Task Description Team Member

Responsibility results that affect system performance and/or commissioning.

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

CxA ● Review TAB report.

RE and Design Team.

Design Team

● Review and provide recommendations to

RE.

CPM ● Review and submit TAB Report.

DDC ● None

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

● Prepare TAB Report

● Issue TAB report to

RE.

Construction Systems Functional Testing

Witness and document functional testing for systems to be commissioned.

Testing will be conducted as detailed on the specific

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

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

June 11, 2025 Page 34 Preliminary Commissioning Plan

Phase

Cx Task Description Team Member

Responsibility

Functional Test Plan for each system to be commissioned.

Functional testing will require support from the CPM, MC, EC, DDC and TAB Vendor. Installing contractors should be available to respond to issues and problems identified during testing.

CxA ● Witness systems functional testing using previously prepared Functional Test Procedures.

● Document systems testing on Functional Test Procedures.

● Issue Field Reports to document deficiencies.

● Update Master Commissioning Issues Log to document and track deficiencies.

Design Team

● Review test documentation

CPM ● CPM, MC and EC to conduct functional testing by operating systems in accordance with functional test procedures.

● Make corrections, repairs or adjustments to systems during testing as directed by the RE.

● Correct outstanding deficiencies after testing as directed by the RE.

● Report corrective actions to RE and CxA upon completion.

June 11, 2025 Page 35 Preliminary Commissioning Plan

Phase

Cx Task Description Team Member

Responsibility

DDC ● Conduct functional testing by operating DDC in accordance with CxA directions and functional test procedures.

● Assist in troubleshooting and corrective action as necessary

TAB ● Assist functional testing as directed by the RE and functional test procedures.

● Verify selected DDC data by spot measurements of air and/or water balancing data.

Construction Systems

Retesting

At the cost of the construction contractor

Retest systems with deficiencies as recommended by the CxA and directed by the PM

(Note: Retesting is not included in the scope of commissioning services and is provided as an additional service.

The costs associated with retesting may be

VA RE ● Approve retesting as recommended by CxA.

● Schedule and coordinate retesting.

CxA ● Make recommendations for necessary retesting.

● Coordinate with RE to schedule retesting after deficiencies are corrected.

Design

● None

June 11, 2025 Page 36 Preliminary Commissioning Plan

Phase

Cx Task Description Team Member

Responsibility recovered from the Construction Manager in accordance with appropriate contract provisions.)

CPM ● Make necessary system repairs, adjustments and/or corrections prior to retesting.

● Coordinate retesting as directed and approved by the RE.

● Conduct systems retesting by operating systems as directed by RE and functional test procedures.

DDC ● Assist in systems retesting by operating DDC as directed by RE and functional test procedures.

TAB ● None.

DDC ● Review Field Reports relative to DDC issues.

● Review Master Issues Log relative to DDC issues.

● Report progress of corrective actions relative to DDC issues.

TAB ● Review Field Reports relative to issues affecting TAB.

● Review Master Issues Log relative to issues affecting TAB.

● Report corrective actions relative to issues affecting TAB.

June 11, 2025 Page 37 Preliminary Commissioning Plan

Phase

Cx Task Description Team Member

Responsibility

Construction Final Commissioning Report

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

• Commissioning scope

• Test methods and results

• Outstanding commissioning issues

• Issues log

• Commissioning plan

• Status reports

• Submittal and O&M manual reviews

• Training record

• Pre-Functional Checklists

• Design Review Comments

VA RE ● Review preliminary Commissioning Report.

● Provide comments to CxA.

● Review and approve Final Commissioning Report

CxA ● Prepare preliminary Commissioning Report.

● Incorporate VA comments into final report.

● Issue Final Commissioning Report.

Design Team

● Review Final Commissioning Report

CPM ● Review Final Commissioning report

● Report on progress and completion of corrective actions.

DDC ● Review Final Commissioning Report.

● Report on progress and completion of corrective actions relative to DDC.

TAB ● Review Final Commissioning Report.

● Report on progress and completion of corrective actions relative to TAB.

Construction Owner Architect and Construction

Attend selected Owner/Architect/Contr actor Meetings to

VA RE ● Schedule, facilitate and attend meetings.

June 11, 2025 Page 38 Preliminary Commissioning Plan

Phase

Cx Task Description Team Member

Responsibility

Manager Meetings (Construction Phase) discuss commissioning issues, review the Commissioning Issues Log, and to maintain awareness of general construction schedule and issues.

CxA ● Attend selected meetings to review commissioning issues.

Design Team

● Attend meetings.

CPM ● Conduct meetings.

● Prepare and issue Meeting Minutes.

DDC ● Attend selected meetings to review DDC issues.

TAB ● Attend selected meetings to review TAB issues.

Construction Master Issues Log

Maintain a Commissioning Issues Log to document commissioning issues identified during construction and

VA RE ● Review Master Issues Log

● Coordinate and direct corrective actions to resolve commissioning issues.

June 11, 2025 Page 39 Preliminary Commissioning Plan

Phase

Cx Task Description Team Member

Responsibility functional testing. The Commissioning Issues Log will include recommended responsible party and recommendations for resolution of the issue.

The Commissioning Issues Log will also be used to document progress toward resolution and the final resolution

CxA ● Provide monthly updates to Master Commissioning Log.

● Provide updated Master Commissioning Log after each Construction Visit to document specific issues observed during the visit.

● Update Master Issues Log to document progress on corrective actions.

● Update Master Issues Log to document completion of corrective actions.

Design Team

● None.

CPM ● Review Master Issues Log.

● Provide status of corrective actions.

● Provide notification of corrective action completion.

June 11, 2025 Page 40 Preliminary Commissioning Plan

Phase

Cx Task Description Team Member

Responsibility

DDC ● Review Master Issues Log.

● Provide documentation of punch list or other issues noted by DDC vendor.

● Provide status of corrective actions relative to DDC issues.

● Provide notification of corrective action completion relative to DDC issues.

TAB ● Review Master Issues Log.

● Provide documentation of punch list or other issues noted by TAB vendor.

● Provide status of corrective actions relative to TAB issues.

● Provide notification of corrective action completion relative to TAB issues.

June 11, 2025 Page 41 Preliminary Commissioning Plan

XI. Commissioning Schedule

A. The following is a general outline of the Commissioning Schedule for the commissioning tasks that will be performed on the project site or at the Commissioning Agent Offices:

Commissioning Schedule

Phase

Task Duration Schedule Predecessors

Design Review Owner’s Project Requirements

3 weeks Comments submitted concurrent with design review comments

Receive Owner’s Project Requirement document

Design Commissioning Specifications

3 weeks Specifications issued concurrent with Phase 2 comment log

Receive Phase 2 drawings and specifications

Design Review DD1 3 weeks Comment log issued 3 weeks after receipt of DD-1 design

Attend DD-1 Design Review meeting

Receive DD-1 drawings and specifications

Design Preliminary Commissioning Plan

3 weeks Preliminary Cx Plan issued concurrent with DD-1 comment log

Receive DD-1 drawings and specifications

Desi…