W9123612B001001.pdf

W26GLG20657052

AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT

Except as provided herein, all terms and conditions of the document referenced in Item 9A or 10A, as heretofore changed, remains unchanged and in full force and effect.

15A. NAME AND TITLE OF SIGNER (Type or print)

30-105-04EXCEPTION TO SF 30

APPROVED BY OIRM 11-84

STANDARD FORM 30 (Rev. 10-83) Prescribed by GSA

FAR (48 CFR) 53.243

Solicitation Number W91236-12-B-0010, Aviation Training Facility, Joint Base Langley-Eustis, Virginia is amended as follow s:

See Continuation Page

1. CONTRACT ID CODE PAGE OF PAGES

1 2

16A. NAME AND TITLE OF CONTRACTING OFFICER (Type or print)

16C. DATE SIGNED

BY 28-Mar-2012

16B. UNITED STATES OF AMERICA15C. DATE SIGNED15B. CONTRACTOR/OFFEROR

(Signature of Contracting Officer)(Signature of person authorized to sign)

8. NAME AND ADDRESS OF CONTRACTOR (No., Street, County, State and Zip Code) X W91236-12-B-0010

X 9B. DATED (SEE ITEM 11)

20-Mar-2012

10B. DATED (SEE ITEM 13)

9A. AMENDMENT OF SOLICITATION NO.

11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

X The above numbered solicitation is amended as set forth in Item 14. The hour and date specified for receipt of Offer is extended, X is not extended.

Offer must acknowledge receipt of this amendment prior to the hour and date specified in the solicitation or as amended by one of the following methods:

(a) By completing Items 8 and 15, and returning copies of the amendment; (b) By acknowledging receipt of this amendment on each copy of the offer submitted;

or (c) By separate letter or telegram which includes a reference to the solicitation and amendment numbers. FAILURE OF YOUR ACKNOWLEDGMENT TO BE RECEIVED AT THE PLACE DESIGNATED FOR THE RECEIPT OF OFFERS PRIOR TO THE HOUR AND DATE SPECIFIED MAY RESULT IN

REJECTION OF YOUR OFFER. If by virtue of this amendment you desire to change an offer already submitted, such change may be made by telegram or letter, provided each telegram or letter makes reference to the solicitation and this amendment, and is received prior to the opening hour and date specified.

12. ACCOUNTING AND APPROPRIATION DATA (If required)

13. THIS ITEM APPLIES ONLY TO MODIFICATIONS OF CONTRACTS/ORDERS.

IT MODIFIES THE CONTRACT/ORDER NO. AS DESCRIBED IN ITEM 14.

A. THIS CHANGE ORDER IS ISSUED PURSUANT TO: (Specify authority) THE CHANGES SET FORTH IN ITEM 14 ARE MADE IN THE

CONTRACT ORDER NO. IN ITEM 10A.

B. THE ABOVE NUMBERED CONTRACT/ORDER IS MODIFIED TO REFLECT THE ADMINISTRATIVE CHANGES (such as changes in paying office, appropriation date, etc.) SET FORTH IN ITEM 14, PURSUANT TO THE AUTHORITY OF FAR 43.103(B).

C. THIS SUPPLEMENTAL AGREEMENT IS ENTERED INTO PURSUANT TO AUTHORITY OF:

D. OTHER (Specify type of modification and authority)

E. IMPORTANT: Contractor is not, is required to sign this document and return copies to the issuing office.

14. DESCRIPTION OF AMENDMENT/MODIFICATION (Organized by UCF section headings, including solicitation/contract subject matter where feasible.)

10A. MOD. OF CONTRACT/ORDER NO.

2. AMENDMENT/MODIFICATION NO. 5. PROJECT NO.(If applicable)

6. ISSUED BY

3. EFFECTIVE DATE

28-Mar-2012

CODE

USA ENGINEER DISTRICT, NORFOLK

CONTRACTING OFFICE

803 FRONT STREET

NORFOLK VA 23510-1096

W91236 7. ADMINISTERED BY (If other than item 6)

4. REQUISITION/PURCHASE REQ. NO.

CODE

See Item 6

FACILITY CODECODE

EMAIL:TEL:

W91236-12-B-0010

SECTION SF 30 BLOCK 14 CONTINUATION PAGE

The following items are applicable to this modification:

SECTION 00 21 00 - INSTRUCTIONS, CONDITIONS & NOTICES TO OFFERORS

1. Reference Section 00 72 00, Clause 52.228-1 BID GUARANTEE (SEP1996) Paragraph c, it should read “The amount of the bid guarantee shall be twenty percent of the bid price or $3,000,000.00, whichever is less.”

2. See attached documents.

PN59005, Joint Base Langley-Eustis, Aviation Training Facility

26 March 2012

The solicitation is amended as follows:

The following items represent changes to the contract scope. These changes apply across the entire solicitation.

DRAWINGS ARE AMENDED AS FOLLOWS:

Sheet ES105. Site plan was extended east to show locations of Building 2517 and Manhole MH-4.

See attachment.

Sheet AE504. Revised C505 by adding sequential number 99 such that info in the block shown reads “Sheet 99 of 212”

Sheet AE505. Revised AE505 by adding sequential number 100 such that info in the block shown reads “Sheet 100 of 212”

Sheet C505. Revised C505 by adding sequential number 41 such that info in the block shown reads “Sheet 41 of 212”

Sheet SH302. Revised drawing at location grid A1, change the section bubble A3/SH302 to 5/SH302.

Sheet SL102. Revised drawing at location grid B1, change the section bubble 3/SL102/SH304 to

3/SL102/SL304. Add the words “TYP” to the sides of these section bubbles.

“SPECIFICATION SECTION 01 91 00, COMMISSIONING – DELETE the Construction Phase Commissioning Plan at the end of the section in its entirety and REPLACE with the attached document.”

AVIATION TRAINING FACILITY

Fort Eustis, Virginia

Construction Phase

Commissioning Plan

Prepared by:

USACE, Norfolk District

9 March 2012

Construction Phase Commissioning Plan

Construction Phase Commissioning Plan

Aviation Training Facility, Fort Eustis, Virginia Page ii

Summary

The Construction Phase Commissioning Plan is developed in draft form for the specific project during the design phase. During the design phase, the plan provides direction for the development of the site-specific commissioning specifications by the design team. During the construction phase, the plan provides direction for the commissioning tasks during construction. The plan focuses on providing support for the specifications and provides forms for the application of the commissioning process.

Table of Contents

1. Overview

1.1 Abbreviations and Definitions

1.2 Purpose of The Commissioning Plan

1.3 Commissioning Scope

1.4 Commissioned Systems

2. General Building Information

3. Construction/Cx Team Data (primary parties)

4. Roles and Responsibilities

4.1 Team Members

4.2 General Management Plan

4.3 General Descriptions of Roles

5. Commissioning Process

5.1 Commissioning Scoping Meeting

5.2 Final Commissioning Plan--Construction Phase

5.3 Site Observation

5.4 Meetings

5.5 Management Protocols

5.6 Progress Reporting and Logs

5.7 Initial Submittals and Documentation

5.7.1 Standard Submittals

5.7.2 Special Submittals, Notifications and Clarifications

5.8 Prefunctional Checklists, Tests and Startup

5.8.1 Start-up Plan

5.8.2 Execution of Checklists and Startup

5.8.3 Sampling Strategy for CA Observation of Prefunctional Checkout and Startup

5.8.4 Deficiencies and Non-Conformance

5.8.5 TAB

Aviation Training Facility, Fort Eustis, Virginia Page iii

5.8.6 Controls Checkout Plan

5.8.7 System Readiness Verification………………………………………………………………………

5.9 Development of Functional Test and Verification Procedures ........................... Error! Bookmark not defined.

5.9.1 Overview ................................................................................................... Error! Bookmark not defined.

5.9.2 Scope of Testing ........................................................................................ Error! Bookmark not defined.

5.9.3 Development Process ................................................................................. Error! Bookmark not defined.

5.9.4 Testing Plan Overview .............................................................................. Error! Bookmark not defined.

5.10 Execution of Functional Testing Procedures .................................................... Error! Bookmark not defined.

5.10.1 Overview and Process .............................................................................. Error! Bookmark not defined.

5.10.2 Deficiencies and Retesting ....................................................................... Error! Bookmark not defined.

5.10.3 Facility Staff Participation ....................................................................... Error! Bookmark not defined.

5.10.4 Sampling .................................................................................................. Error! Bookmark not defined.

5.11 O&M manuals and Warranties ......................................................................... Error! Bookmark not defined.

5.11.1 Standard O&M Manuals .......................................................................... Error! Bookmark not defined.

5.11.2 Commissioning Record ............................................................................ Error! Bookmark not defined.

5.12 Training and Orientation of Owner Personnel ................................................. Error! Bookmark not defined.

5.13 Warranty Period ............................................................................................... Error! Bookmark not defined.

6. Written Work Products ............................................................................................ Error! Bookmark not defined.

7. Schedule ...................................................................................................................... Error! Bookmark not defined.

7.1 General Issues .................................................................................................... Error! Bookmark not defined.

7.2 Project Schedule.................................................................................................. Error! Bookmark not defined.

Appendix A. Sample Construction Phase Forms Appendix B. Commissioning-Related Formal Written Work Products and Submittals Appendix C. Sample Prefunctional Checklists and Functional Performance Tests Appendix D. CxS and CA Roles and Responsibilities

Aviation Training Facility, Fort Eustis, Virginia Page 1

Commissioning Plan—Construction Phase

Project: AVIATION TRAINING FACILITY, Cx Plan Version FORT EUSTIS, VIRGINIA __ Draft 1—Design Phase _X Draft 2—Bid Documents Date: 9 March 2012 __ Final Cx Plan

1. Overview

1.1 Abbreviations and Definitions

The following are common abbreviations used in this document.

A/E Architect and design engineers FPT Function Performance Test BOD Basis of Design HVAC Heating, Ventilating and Air Conditioning CA Commissioning authority GC General contractor CC Controls contractor MC Mechanical contractor COR Contracting Officer's Representative PC Prefunctional Checklist Cx Commissioning PE Project Engineer Cx Plan Commissioning Plan document PM Project Manager CxS Commissioning Specialist DA Design Agent Subs Subcontractors to General DOR Designer of Record TAB Test and Balance Contractor EC Electrical contractor USACE US Army Corps of Engineers FPC Fire Protection Contractor User Facility User/Occupant

1.2 Purpose of the Commissioning Plan

The purpose of the construction phase commissioning plan is to provide direction for the commissioning process during construction, particularly providing resolution for issues and providing details that cannot be, or were not, fully developed during design, such as scheduling, participation of various parties of this particular project, actual lines of reporting and approvals, coordination, etc.

This plan does not provide a detailed explanation of required testing procedures. In general, this plan identifies roles and responsibilities, systems to be commissioned, commissioning standards and procedures, and sample forms to indicate the level of detail desired. Additionally, this plan does not provide extensive narrative on all commissioning concepts, as may be provided in other commissioning guides.

1.3 Commissioning Scope

Commissioning is a systematic process of ensuring that all building systems perform interactively according to the Owner’s Project Requirements (OPR) and Basis of Design (BOD), in some cases this document might be referred to as the Design Analysis. This is achieved by beginning in the design phase, documenting the design intent and continuing through construction, acceptance and the warranty period with actual verification of performance.

Aviation Training Facility, Fort Eustis, Virginia Page 2

Commissioning during the construction and acceptance phase of this project is intended to achieve the following specific objectives:

Ensure that applicable equipment and systems are installed properly and receive adequate operational checkout by installing contractors.

Verify and document proper performance of equipment and systems.

Ensure that O&M documentation is complete and is in custody of the owner.

Ensure that the Owner’s operating personnel are adequately trained.

1.4 Commissioned Systems

The following systems will be commissioned in this project:

HVAC System (and all integral equipment controls) _x_ Boiler system (including controls, boilers, piping, pumps and variable speed drives)* _x_ Pumps* _x_ Variable speed drives _x_ Piping, cleaning and flushing _x_ Ductwork _x_ Air handling units* _x_ Split systems _x_ Testing, Adjusting and Balancing work _x_ Unit heaters _x_ Building automation system (controlled devices, control loops and system integration)*

Electrical Systems _x_ Automatic Lighting Controls _x_ Daylighting/dimming controls

Plumbing _x_ Domestic hot water system

Other _x_ Building Air Tightness _x_ Control system

* Denotes critical equipment

2. General Building Information

Project: AVIATION TRAINING FACILITY

Location: FORT EUSTIS, VIRGINIA

Building Type (office, court, etc.): High Bay & Classroom Square Footage: 70,000 GSF Number of stories: _1_

Aviation Training Facility, Fort Eustis, Virginia Page 3

3. Construction/Cx Team Data (primary parties)

Team Member Contact Name Email Address, Phone

Project Manager

Design Team Leader Mark Bryant USACE, Norfolk District

Mark.E.Bryant@usace.army.mil

Project Engineer TBD, Fort Eustis

General Contractor TBD

Commissioning Authority

Kellie Jones USACE, Norfolk District

Kellie.F.Jones@usace.army.mil

Architect Michael Foegelle USACE, Norfolk District

Michael.J.Foegelle@usace.army.mil

Mechanical Designer/Eng.

Samuel George USACE, Norfolk District

Samuel.A.George@usace.army.mil

Electrical Designer/Eng.

Jeffrey Sallee USACE, Norfolk District

Jeffrey.Salee@usace.army.mil

Tenant Representative TBD

Mechanical Contractor

TBD

Electrical Contractor TBD

TAB Contractor TBD

Controls Contractor TBD

4. Roles and Responsibilities

4.1 Team Members

The members of the commissioning team consist of the CxS, CA, PE/COR, GC, A/E (particularly the mechanical engineer), the mechanical contractor, electrical contractor, TAB representative, controls contractor, any other installing subcontractors or suppliers of equipment. If known, the Owner’s building or plant operator/ engineer is also a member of the commissioning team. Additional information on roles and responsibilities of the CxS and CA is provided in APPENDIX D.

4.2 General Management Plan

The CxS will be hired by the General Contractor. The CA is a Government employee. In general, the CxS coordinates the commissioning activities and reports to the CA copying the GC on all results in accordance with LEED. The CxS’s responsibilities, along with all other contractors’ commissioning responsibilities are outlined herein or detailed in the specifications. The Specifications will take precedence over this Cx Plan. All members work together to fulfill their contracted responsibilities and meet the objectives of the Contract Documents. Refer to the management protocols section below.

Aviation Training Facility, Fort Eustis, Virginia Page 4

4.3 General Descriptions of Roles

General descriptions of the commissioning roles are as follows:

Commissioning Specialist (CxS):

a. Directs/Coordinates the Cx process and activities.

b. Coordinates all commissioning schedule and activities with the CA.

c. Obtain copies of all shop drawings, manufacturer's literature, maintenance information or other information as may be needed for systems to be commissioned.

d. Collect the information needed for development of a complete Commissioning Plan and functional performance tests.

e. Obtain all proposed start-up and Pre-functional Checklists documentation.

f. Obtain updates to all project documentation to reflect all supplemental instructions, addenda or other revisions to the project construction documents.

g. Obtain submittals for all systems to be commissioned including controls system and wiring diagrams and narrative sequences of operation, in time for use in preparing the Functional Test Procedures.

h. Obtain preliminary TAB report, indicating all actual field values recorded, prior to initiation of functional testing.

i. Obtain complete operation and maintenance information and as-built drawings for verification, organization and distribution.

j. Update the Draft Construction Phase Commissioning Plan.

k. As part of Final Commissioning Plan, develop Prefunctional Checklists and Functional Test

Procedures from Contract Documents and final equipment submittals including narrative sequences of operation, control diagrams and software code for execution with the assistance of Contractor staff as required. Sample PC and FPT documents located under Appendix C are examples representing the scope and rigor of the commissioning procedures required, and shall be used as the basis for developing the detailed checklists and functional performance test procedures for all equipment requiring commissioning.

l. Perform site observations to follow installation progress and to verify system installation and readiness for testing.

m. Reviews and implements the contractor Start-up Procedures and Forms

n. Review submittal of all required pre-functional and start-up documentation provided by

Contractor for completeness and reasonableness. This includes installation documentation, start-up documentation, point-to-point checklists and preliminary TAB report, prior to initiation of functional testing.

o. Schedule, direct and witness complete functional testing as defined in the Commissioning Plan and Functional Test Procedures. All testing shall be performed by the Contractors and subcontractors, and documented by the Commissioning Specialist.

p. Conduct commissioning meetings.

q. Provide site observation, functional tests or other project reports in a timely manner.

r. Identify and document inconsistencies or deficiencies in system operations and system compliance. System deficiencies shall be forwarded to the Contractor and Contracting Officer and documented in a Communication Log and the CQC system.

s. Provides limited problem resolution assistance.

t. Coordinate the participation of Government's personnel with equipment, component and systems performance verification and participation in required training.

u. When commissioning has been successfully completed, recommend acceptance to the

Government.

v. Once all functional tests have been successfully completed and all outstanding issues resolved, the Commissioning Specialist will provide the Contracting Officer with a Final Commissioning Report of all commissioning activities and test results that occurred during the project.

Aviation Training Facility, Fort Eustis, Virginia Page 5

w. Observe and document training of government personnel on commissioning systems and equipment.

x. Develop Systems Manual and obtain all necessary information/documentation needed for inclusion.

Owner/Government Representative (CA, COR, PE, or PM):

a. Facilitates and supports the Cx process assuring that all commissioning activities are performed in accordance with LEED requirements and contract documents..

b. Approves the Final Commissioning Plan including PCs and FPTs.

c. Approves the Commissioning Report.

d. Performs construction observation.

e. Has final authority in decision making processes

General Contractor:

a. Facilitate the Cx process.

b. Ensure CxS receives copies of all shop drawings, manufacturer's literature, maintenance information or other information as may be needed for systems to be commissioned.

c. Ensure CxS is provided necessary information for updating the Commissioning Plan and development of checklists and functional tests. The Contractor shall review these documents and confirm in writing to the CxS, PE/COR and CA any known areas of conflict or areas requiring clarifications.

d. Assists in development of Prefunctional Checklists (PC).

e. Ensure all proposed start-up and Prefunctional Checklists documentation is provided to the CxS.

f. Assists in the development of the Functional Performance Testing Procedures and Forms (FPT).

g. Plan for and incorporate all commissioning activities into the construction schedule.

h. Provide a fully operational system per Specifications, started, verified, debugged, calibrated, balanced, tested and under automatic control.

i. Provide qualified personnel to participate in the commissioning tests, including seasonal testing.

j. Provide updates to all project documentation to reflect all supplemental instructions, addenda or other revisions to the project construction documents. Updates and supplemental instructions must be posted to the master set of documentation for review and reference by all Contractors and for the Commissioning Specialist’s use.

k. Provide adequate time and resources to support CxS with functional testing of systems to be commissioned.

l. Coordinate participation of the mechanical, electrical, controls and TAB subcontractors, and all Contractor Quality Control personnel in the commissioning process. Ensure that Subs perform their responsibilities.

m. Ensure CxS and CA receive submittals for all systems to be commissioned including controls system and wiring diagrams and narrative sequences of operation, in time for use in preparing the Functional Test Procedures.

n. Participate in any efforts to finalize sequences of operations with Government and CxS.

o. Verify that coordination, installation, quality control and final testing have been completed such that installed systems and equipment comply with construction documents.

p. Review the Commissioning Plan, interim reports such as issues log and progress reports, and

Commissioning Report to include test results and submit comments to the CxS.

q. In a timely manner, address issues identified during construction that may affect the commissioning process or final system performance.

r. Perform start-up and testing of mechanical and electrical equipment and systems and document as required with start-up reports and completion of Pre-functional Construction Checklists. These checklists include installation documentation, start-up documentation, controls point-to-point

Aviation Training Facility, Fort Eustis, Virginia Page 6 documentation and calibration documentation, verification that controls sequence of operations meets design intent and TAB final documentation. Reports will be stored in the Contractor's field trailer. Contractor will coordinate efforts to complete the pre-functional documentation.

s. Ensure preliminary TAB report, indicating all actual field values recorded is provided to the CxS and CA, prior to initiation of functional testing. These reports shall be incorporated in the commissioning field notebook. The final TAB report is distinguished from the preliminary TAB report by the fact that all submittals and corrections shall be approved by the issuance of the final TAB report. All balancing issues and corrections shall have been resolved to the satisfaction of all parties by the final TAB report.

t. Issue a written Certificate of Readiness for each system to CxS, CA and PE/COR upon completion of all systems work, start-up and Pre-functional Construction Checklists requirements by trade contractors.

u. Responsible for and demonstrate proper system installation and performance (typically through the use of installers, subs and/or manufacturers). Operate equipment and systems as required for functional performance testing. This includes, but is not limited to; manipulating the appropriate controls systems to execute the Functional Test Procedures.

v. Participate in the fine-tuning or troubleshooting of system performance, if either of these measures becomes necessary.

w. Ensure complete operation and maintenance information and as-built drawings is provided to the CxS and CA for verification, organization and distribution.

x. Provide documentation of training for the systems specified.

y. Provide test equipment required to test all the systems and equipment in this project.

z. Review operating and maintenance data for verification, organization, distribution and conformance to requirement of the Contract Documents.

aa. Provide necessary information/documentation to CxS for inclusion in the Systems Manual.

Subcontractors:

Demonstrate proper system installation and performance.

Assists in development of Pre-Functional Commissioning Checklists (PCC).

Assists in the development of the Functional Performance Testing Procedures and Forms (FPT).

Architect/Engineer (A/E or DOR):

Develops and updates Basis of Design.

Incorporates Commissioning requirements in construction documents.

Performs construction observation.

Assists in resolving problems.

Project Manager:

Facilitates and supports the Cx process.

5. Commissioning Process This section sequentially details the commissioning process by commissioning task or activity.

5.1 Commissioning Scoping Meeting

A commissioning scoping meeting is planned and conducted by the CxS early during the construction phase. Representatives of the GC, CA, PE/COR, A/E and the mechanical, electrical, controls, and TAB subs shall attend. The agenda should include but is not limited to:

Cx party introductions

Aviation Training Facility, Fort Eustis, Virginia Page 7

Cx process overview Management and lines of reporting and communication determined Draft Cx Plan is reviewed Roles and Responsibilities Proposed Cx Schedule Documentation flow and submittal data the CA will receive Process questions are addressed

The outcome of the meeting is increased understanding by all parties of the commissioning process and their respective responsibilities. The meeting provides the CxS additional information needed to update the Cx Plan, including the commissioning schedule.

Prior to this meeting the CxS is given, by the GC, all drawings and specifications and the construction schedule by trade. The CxS keeps notes from the meeting and distributes them to each team member.

5.2 Final Commissioning Plan--Construction Phase

The CxS finalizes the draft Cx Plan using the information gathered from the scoping meeting. The initial commissioning schedule is also developed and integrated into the construction schedule. The Cx schedule will be adjusted as construction progresses. Sixty days prior to startup of the primary equipment, the CxS meets with the GC, CA and PE/COR to develop a detailed commissioning schedule for each piece of equipment. The commissioning plan is submitted and approved.

5.3 Site Observation

The CxS will make periodic site visits to observe equipment and system installations. The CA, selected maintenance personnel and the PE/COR should be notified and may accompany the CxS during these visits. As construction progresses and mechanical system installation activity increases, CxS representatives will increase site observation frequency and provide a site observation report for each visit. Observed deficiencies shall be documented and tracked in a construction Cx issues log. The GC will maintain the master issue log.

5.4 Periodic Meetings

The CxS attends selected planning and job-site meetings while on site in order to remain informed on construction progress and to update parties involved in commissioning. The PE/COR and GC provide the CxS and CA with information regarding substitutions, change orders and any supplemental instructions that may affect commissioning equipment, systems or the commissioning schedule. The CxS and CA may review construction meeting minutes, change orders or requests for information for the same purpose. Later during construction, necessary meetings between various commissioning team parties will be scheduled by the CxS, through the GC, as required. The CA should be notified of all meetings. The CxS will provide minutes for these meetings.

5.5 Miscellaneous Management Protocols

The following protocols will be used on this project.

Issue Protocol Requests for Information (RFI) or formal documentation requests:

The CxS goes first through the GC and CA.

Minor or verbal information and clarifications:

The CxS communicates directly with subcontractors while keeping the CA, PE/COR and GC informed.

Deficiencies notification: The CxS documents deficiencies through the CA and PE/COR, but may discuss deficiency issues with GC prior to notifying the CA and

Aviation Training Facility, Fort Eustis, Virginia Page 8

PE/COR. Copies of deficiency reports shall be provided to CA and

PE/COR.

Functional Test Scheduling or Training: The CxS may provide input for (and do some coordination of) testing and training, but does not schedule testing or training.

Scheduling Commissioning meetings: The CxS coordinates date and schedules through GC, CA, and PE/COR. The GC notifies attendees directly.

Significant Change requests: The CxS has no authority to issue change orders.

For making small changes in specified sequences of operations:

The CxS may suggest (to the DOR, for approval by the PE/COR) changes in sequences of operations to improve efficiency or to control or to correct deficiencies.

Disagreements between contractors and CxS’s interpretations:

Try and resolve with the CxS first. Then work through CA and GC who will work with CxS directly.

5.6 Progress Reporting and Logs

At the beginning of construction, the CxS provides the PE/COR with monthly Commissioning Progress Reports. Thirty (30) days prior to the startup of the first piece of major equipment, the frequency of progress reports is increased to twice per month, until startup is completed. Thirty (30) days before functional testing of equipment begins, weekly progress reports are required until functional testing and all non-conformance issues are resolved. The CxS may increase the reporting frequency as needed. The progress reports shall include, but are not limited to, an update of the schedule with list of requested schedule changes and new items added to the schedule, a list of new and outstanding deficiencies, and a description of commissioning progress corresponding to the plan. The CxS keeps a log of all commissioning-related issues that require current or future attention using a Commissioning Issues Log.

Samples of the Commissioning Progress Report and Commissioning Issues Log are included in Appendix A.

The CxS regularly communicates with all members of the commissioning team, keeping them apprised of outstanding issues, commissioning progress, and scheduling through memos, progress reports, etc. The CxS maintains all commissioning related materials in an organized notebook to become part of the final Cx report.

5.7 Initial Submittals and Documentation

5.7.1 Standard Submittals

The CxS provides all Subs responsible for commissioned equipment with commissioning documentation requirements for their respective equipment and systems through the GC. Subcontractor documentation submissions typically coincide with the normal submittal process. At a minimum, this documentation includes manufacturer’s installation instructions, start-up and check-out procedures, O&M data, performance data and control drawings. The CxS reviews and approves submissions relative to commissioning issues expressed in the contract documents. CxS recommendations are provided to the DOR, CA, owner and/or PE/COR as directed.

5.7.2 Special Submittals, Notifications and Clarifications

The Subs, GC or DOR shall notify the CxS within one (1) week of approval of any design intent or operating parameter changes, added control strategies and sequences of operation, or other change orders that may affect commissioned systems. Thirty (30) days prior to performing any applicable tests, the Subs must provide the CxS full procedure details. As TAB phases are completed, a draft TAB report is provided to the CxS with full explanations of approach, methods, results, data table legends, etc. The final TAB report is provided to the CxS and CA upon completion.

Aviation Training Facility, Fort Eustis, Virginia Page 9

These submittals to the CxS do not constitute O&M manual submittal compliance. Documentation requirements for the O&M manuals are discussed in Section 5.11, herein.

The CxS may request additional design narrative from the DOR and/or the contractor depending on completeness of original bid documents. The CxS may submit written RFIs to contractors through the standard process.

5.8 Prefunctional Checklists, Tests and Startup

Prefunctional checklists (PC) are important to ensure that the equipment and systems are installed and operational and that functional performance testing (FPT) may proceed without unnecessary delays. The CxS will assist/develop with commissioning team members detailed prefunctional checklists and start up plans. The CxS shall provide prefunctional checklists and start up plans to CA for review. Each piece of equipment receives full prefunctional checkout by the GC/Subs. No sampling strategies are used. The prefunctional checkout for a given system must be successfully completed prior to formal functional performance testing of equipment or subsystems of the given system.

Prefunctional checklists are primarily static inspections and procedures to prepare the equipment or system for initial operation (oil levels OK, fan belt tension, labels affixed, gages in place, sensor calibration, etc.). Some prefunctional checklist items entail simple testing of the function of a component, a piece of equipment or system (such as measuring the voltage imbalance on a three phase pump motor of a chiller system). Prefunctional checklists augment and are combined with the manufacturer’s start-up checklist.

Contractors typically already perform some, if not all, of the prefunctional checklist items the commissioning authority will recommend. Few contractors actually document in writing the execution of these checklist items. This project requires that the procedures be documented in writing by the installing technician. To document the prefunctional testing and startup process, site technicians performing line item tasks, initial and date each checklist item. Only individuals having direct knowledge of a line item being completed shall check and initial forms. The CxS may not witness all of the prefunctional checks, but will perform spot checks and will witness prefunctional testing of larger or more critical pieces of equipment. Critical equipment requiring witnessing by the CxS is identified in paragraph 1.4 Commissioned Systems.

Subcontractors will execute and sign the prefunctional checks and start up procedures. The GC ensures that each PC is properly completed and provides them to the CxS.

5.8.1 Start-up Plan

The CxS assists the commissioning team members responsible for startup in developing detailed start-up plans for all equipment. The parties responsible for each part of startup and initial checkout are identified on the prefunctional checklists by the CxS.

The following procedures will be used for this project: (the Subs are responsible for the plan development)\

1. The CxS adapts and enhances, if necessary, the representative prefunctional checklists (PC) and procedures and develops original lists, as necessary.

2. The CxS transmits them to the GC who designates which trade or contractor is responsible to fill out each line item on the Prefunctional Checklist from the CxS. The GC then transmits the checklist to the responsible Subs.

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3. The Sub designated to develop the Start-up Plan obtains manufacturer installation, start-up and checkout data, including actual field checkout sheets used by the field technicians.

4. The Sub copies all pages with important instructional data and procedures (not covered in manufacturer field checkout sheets) from the start-up and checkout manuals and adds a signature line in the column by each procedure.

5. The copied pages from (2), along with the prefunctional checklist provided by the GC (originally from the CxS) and the manufacturer field checkout sheets become the “Start-up and Checkout Plan.” For systems that may not have adequate manufacturer start-up and checkout procedures, particularly for components being integrated with other equipment, the Sub should provide the added necessary detail and documenting format to the CxS for approval, prior to execution.

6. The Sub transmits the full Start-up Plan to the CxS for review and approval.

7. The CxS reviews and approves the procedures and the format for documenting them, using a standard form, noting any procedures that need to be added, and conveys to the GC. The GC then transmits the full start-up plan to the Subs for their review and use. (This usually means that the Prefunctional Checklist, alone, will go to more than one Sub, while the full plan will go to the primary installing contractor.)

5.8.2 Execution of Checklists and Startup

Four weeks prior to startup, the Subs and vendors schedule startup and initial checkout with the CxS, PE/COR, GC and CA. The startup and initial checkout are directed and executed by the Sub or vendor.

The CxS, and CA if available, will observe, at minimum, the procedures for each piece of primary equipment. For components of equipment, (e.g., VAV boxes), the CxS observes a sampling of the prefunctional and start-up procedures.

To document the process of startup and checkout, the site technician performing the line item task initials and dates each paragraph of procedures in the “Startup Plan” and checks off items on the prefunctional and manufacturer field checkout sheets, as they are completed. Only individuals having direct knowledge of a line item being completed shall check or initial the forms.

The Subs and vendors execute the checklists and tests and submit a signed copy of the completed start-up and prefunctional tests and checklists to the CxS. The CxS and CA may review prefunctional checklists in progress, as necessary.

5.8.3 Sampling Strategy for CxS Observation of Prefunctional Checkout and Startup The following table provides a tentative list of the equipment and how much of the prefunctional checkout and startup work will be witnessed by the commissioning authority.

Equipment or System

Fraction To Be Observed by CA

Central plant (boilers) 100%

Packaged roof top units 100%

Pumps, VFD’s 100%

Pipe flushing At beginning and end

Terminal units 25%

Building automation system 100% review of PVT Report

TAB work 100% review of TAB Report

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Other misc. equipment As necessary

5.8.4 Deficiencies and Non-Conformance

The Subs clearly list any outstanding items of the initial start-up and prefunctional procedures that were not completed successfully at the bottom of the procedures form or on an attached sheet. The procedures form and deficiencies are provided to the CxS within 48 hours of test completion. The CxS works with the Subs and vendors to correct and retest deficiencies or uncompleted items, involving the CA, PE/COR and others as necessary. The installing Subs or vendors correct all areas that are deficient or incomplete according to the checklists and tests. The CxS recommends approval of the startup and initial checkout of each system to the CA and PE/COR.

5.8.5 TAB

The TAB contractor submits the outline of the TAB plan and approach to the CxS and the controls contractor eight weeks prior to starting the TAB. Included in the approach, is an explanation of the intended use of the building control system. The CxS reviews the plan and approach for understanding and coordination issues and may comment, but does not “approve.” The controls contractor reviews the feasibility of using the building control system for assistance in the TAB work. The TAB submits weekly written reports of discrepancies, contract interpretation requests and lists of completed tests to the GC, CxS, and CA. This facilitates quicker resolution of problems and will result in a more complete TAB before functional testing begins. TAB work will not begin until the control system has been prefunctionally tested and selective functional tests have been performed and approved by the CxS.

5.8.6 Controls Checkout Plan

The controls contractor develops and submits a written step-by-step plan to the CxS, CA, and PE/COR through the GC which describes the process they intend to follow in checking out the control system for proper operation. This Controls Checkout Plan shall include forms for the documentation of individual component verification which is considered the Performance Verifications Test (PVT) or Point-to-Point test. Components that are tested and verified on an individual basis are part of the Prefunctional Checks and are documented in conjunction with these forms.

The GC shall verify that the controls contractor reviews the TAB plan with the TAB contractor prior to starting TAB work in order to determine the control system capabilities to aid in executing TAB work.

The controls contractor will provide the TAB with any necessary unique instruments for setting terminal unit boxes and instruct TAB in their use (handheld control system interface for use around the building during TAB, etc.). The controls contractor shall also provide a technician qualified to operate the controls to assist the TAB contractor in performing TAB and the CxS in performing all PCC checkouts.

All CxS required controls prefunctional checklists, calibrations, start-up and selected functional tests of the system shall be completed and approved by the CxS prior to TAB. The GC through the controls contractor shall execute tests and trend logs and remain on site for assistance for mechanical system functional tests.

5.8.7 Certificate of Readiness

The GC shall issue a Certificate of Readiness certifying that all equipment, systems, and controls are complete and ready for Functional Performance Testing. The Certificate of Readiness shall include all equipment and system start-up reports, Performance Verification Test Reports, Prefunctional Checklists, TAB Report, and the Building Air Tightness Report. The GC and the Mechanical, Electrical, Controls, and Testing, Adjusting, and Balancing Representatives shall sign and date the Certificate of Readiness.

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5.9 Development of Functional Performance Test and Verification Procedures

5.9.1 Overview

Functional performance testing (or functional testing) is the dynamic testing of systems (rather than just components) under full automatic operation (e.g., the chiller pump is tested interactively with the chiller functions to see if the pump ramps up and down to maintain the differential pressure setpoint, etc).

Systems are tested under various modes, such as during low cooling or heating loads, high loads, component failures, unoccupied, varying outside air temperatures, fire alarm, power failure, etc. The systems are run through all of the control system’s sequences of operation and components are verified to be responding as the sequences state. The CxS develops the functional performance test procedures in a sequential written format and coordinates, oversees and documents the actual testing, which is performed by the installing contractor or vendor.

5.9.2 Scope of Testing

The specifications for general test procedures provide a general functional testing scope for each piece of commissioned equipment. If specific testing requirements were not included in the bid documents and/or original specifications, they will be developed for this project for each piece of commissioned equipment by the CxS.

5.9.3 Development Process

Before test procedures are written, the CxS obtains all requested documentation and a current list of change orders affecting equipment or systems, including an updated points list, control sequences and setpoints. The CxS develops specific test procedures to verify proper operation of each piece of equipment and system listed in the Cx Plan and Specifications. The CxS obtains clarification, as needed, from contractors and the DOR regarding sequences and operation to develop these tests. Prior to execution, the CxS provides a copy of the equipment and systems functional testing to the installing Sub (through the PE/COR and GC) who reviews the tests for feasibility, safety, warranty and equipment protection. Blank copies of the procedures are input into the O&M manuals for later use by operations staff.

Functional testing and verification may be achieved by manual testing (persons manipulate the equipment and observe performance) or by monitoring the performance and analyzing the results using the control system’s trend log capabilities or by stand-alone data loggers. The CxS follows the specified test procedures when given and uses discretion when test procedures are not given, to determine which method is most appropriate. The CxS reviews factory required owner acceptance tests and determines what further testing may be required to comply with the Specifications.

5.9.4 Functional Testing Plan Overview

The CxS develops a testing plan overview to provide the Cx Team with a better idea of where functional testing lies in the schedule, what issues prevent the start of testing, which contractors are needed for each test and how much time might be expected from them. This is developed after most equipment has been started up and when functional testing dates are not too far off. The testing plan overview is provided to the contractors to assist in moving more efficiently to functional testing.

5.10 Execution of Functional Testing Procedures

5.10.1 Overview and Process

The CxS schedules functional tests through the GC, CA, and PE/COR. For any given system, prior to performing functional testing, the CxS waits until the prefunctional checklist has been submitted with the necessary signatures along with the Certificate of Readiness letter, confirming that the system is ready for

Aviation Training Facility, Fort Eustis, Virginia Page 13 functional testing. The CxS directs and documents the functional testing of all equipment and systems according to the Specifications and the Cx Plan. The CA will oversee/witness the functional testing. The Subs execute the tests, unless otherwise specified. The control system shall be successfully tested before it can be used to verify dependent system and/or component performance. Air and water system balancing shall be complete and reconciled prior to functional testing of related equipment and /or systems. Testing proceeds from components to subsystems to systems and finally to interlocks and connections between systems. The CxS documents the results of the test.

5.10.2 Deficiencies and Retesting

Corrections of minor deficiencies identified are made during the tests at the discretion of the CxS and CA.

The CxS records the results of the test on the procedure or test form. Deficiencies or non-conformance issues are noted and reported to the CX Team. Subs correct deficiencies and notify the CxS of corrective action. The CxS schedules retesting through the GC, CA and PE/COR. Decisions regarding deficiencies and corrections are made at as low a level as possible, preferably between CxS, CA or PE/COR and the Sub. For areas in dispute, final authority resides with the PM. The CA recommends acceptance of each test to the PE/COR. The PE/COR gives final approval on each test.

5.10.3 Facility Staff Participation

The Owner’s facilities operating staff are encouraged to attend and participate in the testing process. The CxS will notify the PE/COR, who will then notify the facility staff when the commissioning events will occur.

5.10.4 Sampling

Multiple identical pieces of non-life-safety or otherwise non-critical equipment may be functionally tested using a sampling strategy. The Specifications or Cx Plan specify the sampling strategies that are used on this project. Critical Equipment, requiring 100% of systems/components to be functionally tested, is identified in 1.4 Commissioned Systems.

5.11 O&M Manuals and Warranties

5.11.1 Standard O&M Manuals

The CxS, CA, and DOR review the O&M manuals, documentation and redline as-builts for systems that were commissioned to verify compliance with the Specifications. They recommend approval and acceptance of these sections of the O&M manuals to the PE/COR. The PE/COR gives final approval on these documents. The CxS, CA, DOR and PE/COR review each equipment warranty and verifies that all requirements to keep the warranty valid are clearly stated.

5.11.2 Commissioning Report

The CxS will compile, organize and index the following commissioning data by equipment into labeled, indexed and tabbed, three-ring binders and deliver it to the GC, to be included with the O&M manuals.

The correspondence, meeting minutes and progress reports, miscellaneous notes, etc. kept in the Commissioning Record Book during construction will not be retained into this report and the O&M Manuals.

The format of the manual follows:

General Tab I-1 Commissioning Plan Tab I-2 Final Commissioning Report

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Tab I-3 Issues Log (record of deficiencies) Tab I-4 Progress Record Equipment Specific Tab 01 System Type 1 (chiller system, packaged unit, boiler system, etc.)

Sub-Tab A Design narrative and criteria, sequences, approvals for Equipment 1 Sub-Tab B Start-up plan and report, approvals, corrections, blank prefunctional checklists Colored Separator Sheets—for each equipment type (fans, pumps, chiller, etc.)

Sub-Tab C Functional tests (completed), trending and analysis, approvals and corrections, training plan, record and approvals, blank functional test forms and a recommended recommissioning schedule.

Tab 02 System Type 2......repeat as per System One

5.12 Training and Orientation of Owner Personnel

The GC shall provide Maintenance personnel training and orientation for all commissioned equipment and systems. Training will be coordinated by the GC.

5.13 Warranty Period

During the warranty period, seasonal testing and other deferred testing required is completed according…