W912GB24R0014 Attachment 3 - SOW - AE Commissioning Services.pdf

STATEMENT OF WORK

ARCHITECT-ENGINEER SERVICES

FOR

FACILITY COMMISSIONING

1.0 SCOPE

1.1 The services required under this contract include third-party Design, Construction and Post Acceptance phase Commissioning (Cx) for various U.S. military facilities projects to verify compliance with design requirements, user intent, and U.S. and Host Nation codes and standards.

1.2 Facility Types. Facilities projects may include (but not limited to) medical clinics, dental clinics, hospitals, veterinary clinics, laboratories, administration facilities, power plants, boiler plants, chiller plants, clean rooms, related supporting facilities, and other types of U.S. military facilities. While medical facility projects will be the focus of the contract’s application, other military facilities may also be commissioned under this contract to include (but not limited to) barracks, schools, administration, training, retail, education, maintenance, recreation, lodging, housing, and other supporting facilities.

1.3 Construction Types. Projects for which commissioning services would be required may include new facility construction, additions to existing facilities, and/or renovation, alteration, maintenance, repair, or upgrades to existing facilities.

1.4 Project Locations. Projects will be located within the USACE, Europe District Area of Responsibility (AOR).

1.5 Projects may contain classified information. Personnel working on any classified portions of the projects must be able to obtain and maintain a Government Security Clearance of Secret. The contractor shall demonstrate the ability to obtain secret security clearances as well as store and process classified material in accordance with Executive Order #12958. The contractor shall also have the capability to manage/oversee/administer security related requirements of any subcontracted A-E services.

2.0 DESCRIPTION OF SERVICES

2.1 The general requirements of each task order awarded under this base contract are discussed within this section C. Specific requirements and information to include project descriptions, project-specific information, points of contact, number of submittal copies required, requirements beyond the basic requirements, alterations to, or deletions of the basic requirements of Section C will be specifically called out in each task order.

2.2 This Section C includes requirements for commissioning activities and documentation in compliance with the US Green Building Counsel LEED rating system.

2.3 The Commissioning Agent (CA) shall be involved throughout the Design, Construction, and Post Acceptance Phases of the project. The primary role of the CA during the Design Phase shall be to develop testing protocol and assist the AE in the development of the commissioning specifications. The primary role of the CA during Construction Phase shall be to oversee functional performance testing, ensuring that the systems are performing in accordance with the design intent and users requirements. The primary role of the CA during the Post Acceptance Phase shall be to conduct system level testing to identify any warranty issues and provide support for their resolution.

2.4 The CA shall not be responsible for design or general construction scheduling, cost estimating, or construction management, but may assist with problem-solving or resolving non-conformance issues or deficiencies.

2.5 The CA shall include bi-lingual technical staff speaking English and the language of the project Host Nation.

2.6 Services Required. The commissioning of the facility and infrastructure shall include (but is not limited to) the following systems and support systems; this list is not exhaustive and the Commissioning Agent shall familiarise himself fully with the project:

Building Water and Sewer Systems Air Handling Systems Chilled Water Systems Heating Water and Steam Systems Renewable Energy Systems Condenser Water Systems Conveying Systems and Automated Delivery Systems Vacuum Systems Medical Gas Systems Natural Gas System High Voltage Electrical Systems Low Voltage Distribution System Building Communications (voice, data, nurse call, patient monitoring, infant protection, mass notification, etc.)

Emergency Power Systems Security and Access Control Systems Lighting Control System Emergency Lighting Systems Interfaces between life safety systems Mass Notification Systems

Building Automation Systems and Energy Management Control System hardware and software, sequence of operations, and integration of factory controls with EMCS Building envelope air and moisture control

2.6.1 Provision of the building commissioning activities and documentation in support of the U.S. Green Building Council (USGBC) LEED™ rating program.

2.6.1.1 Commissioning activities and documentation for the LEED™ section on "Energy and Atmosphere" prerequisite of "Fundamental Commissioning and Verification."

2.6.1.2 Commissioning activities and documentation for the LEED™ section on "Energy and Atmosphere" credit on "Enhanced Commissioning."

2.6.2 The Commissioning Agent shall help resolve deficiencies or corrections that may occur during the execution of the project.

3.0 COORDINATION

3.1 Commissioning Agent shall provide overall coordination and management of the commissioning program and services as specified herein.

3.2 The Commissioning Agent shall perform commissioning services without delaying the Architectural-Engineering design contractor (AE) design schedule, while not compromising the integrity of the verification procedures.

3.3 Commissioning Team: The commissioning process will require cooperation of the AE, Contractor, Equipment Vendors, Commissioning Agent, and the Contracting Officer’s Representative.

3.4 Design Phase: The CA shall ensure that the designed systems include the necessary control and monitoring features to verify during testing and operation that design requirements have been met. The CA shall assist in the development of the Commissioning specifications. The CA shall coordinate with the AE and review each submittal phase, actively participating in design reviews. In addition, continuous review shall be performed as needed to perform the Commissioning services.

3.5 Construction Phase: The CA shall coordinate with the Government, Contractor, Manufacturers and AE to finalize the performance testing and facilitate its execution.

3.6 Post Acceptance / Warranty Phase: The CA shall coordinate with the Government, building occupants, building operations personnel, Contractor and Manufacturers to execute testing and facilitate resolution of warranty issues.

3.7 Use of DrChecks: Use of the DrChecks (Design Review and Checking System) system is mandatory for documenting all Commissioning comments to the AE on the design submittals. The CA will be required to register with the system and establish an Office Vendor ID. Each individual person working on the project will be required to self-register and establish a personal log-in ID. The USACE COR can be contacted to obtained instructions for DrChecks registrations.

3.8 Meetings: The CA shall attend design and review meetings. The CA shall coordinate with the AE to address coordination, deficiency resolution and planning issues. The CA shall plan and coordinate additional meetings as required to progress the work.

3.9 Commissioning Activities Scheduling: The CA shall ensure that all commissioning activity milestones are incorporated into the Master Design and Construction Schedules (Scheduling is the responsibility of the AE and Construction Contractors). Milestones shall at a minimum include 1) submittal requirement dates including review and approval milestones for shop drawings, training plans, O&M manuals, and System Manuals, 2) training session dates, and 3) testing periods including completion of facility pre-functional checklists and facility functional performance testing.

4.0 REFERENCES

4.1 The CA shall follow the current editions of practices, methods, and standards of the following references:

Unified Facility Guide Specs (UFGS)

- UFGS SECTION 01 91 00.15 10 Total Building Commissioning

American Society of Heating, Refrigerating and Air-Conditioning Engineers

- ASHRAE Guideline 0-2019 The Commissioning Process

- ASHRAE Guideline 1.1-2007 HVAC&R Technical Requirements for The Commissioning Process

- ASHRAE Guideline 180-2012 Standard Practice for Inspection and Maintenance of Commercial Building HVAC Systems

- ASHRAE Standard 202-2018 Commissioning Guidelines

NATIONAL ENVIRONMENTAL BALANCING BUREAU (NEBB)

- NEBB Procedural Standards for Whole Building Systems Commissioning of

New Construction (2009)

SHEET METAL AND AIR CONDITIONING CONTRACTORS' NATIONAL

ASSOCIATION (SMACNA)

- ANSI / SMACNA 014 HVAC Systems Commissioning Manual (2013)

U.S. GREEN BUILDING COUNCIL (USGBC)

- LEED (2009) Leadership in Energy and Environmental Design(tm) Green Building Rating System for New Construction Version 3

- LEED v4 Leadership in Energy and Environmental Design(tm) Green Building Rating System Version 4

U.S. ARMY CORPS OF ENGINEERS (USACE)

- ER 25-345-1 Commissioning – Systems Manual (2019)

- ER 1110-345-723 Total Building Commissioning Procedures (2017)

5.0 DEFINITIONS

a. Basis of Design (aka Design Analysis) – Developed by the AE, the basis of design is the documentation of the primary thought processes and assumptions behind design decisions that were made to meet the requirements. The document records the concepts, assumptions, calculations, decisions, and product selections used to meet the Owner’s Project Requirements and to satisfy applicable regulatory requirements, standards, and guidelines. The Basis of Design expands on how the design requirements will be specifically achieved.

The document includes both narrative descriptions and lists of individual items that support the design process.

b. Commissioning (Cx) - Commissioning is a comprehensive and systematic process of assuring by verification and documentation from the design phase through the post-acceptance phase (warranty phase) that all building facility systems perform individually and interactively in accordance with the requirements documents and design intent.

Commissioning during the design phase includes establishing the Basis of Design and ensuring that the final design is in compliance and can be tested to demonstrated compliance.

Commissioning during the construction, acceptance, and post-acceptance phases is intended to verify that equipment is installed and functioning per the Facility Requirements Documents and Contract Documents, verify that the systems perform in accordance with the Basis of Design, ensure the personnel are adequately trained on the operation and maintenance of building equipment and, O&M documents are complete.

The commissioning process is necessarily iterative. Deficiencies in one individual system may impact the commissioning of other individual systems as well as the commissioning of the complete project.

The commissioning process does not take away from or reduce the responsibility of the designer or Contractor to provide a finished and fully functioning product.

c. Commissioning Agent (CA) – the designated manager responsible to develop and oversee the Commissioning Plan, develop, implement and manage the commissioning processes and procedures. In accordance with the detailed description included in ER 1110-345-723, depending on the scope of a particular project, the CA role and responsibilities may be divided among a CxG, CxD, and CxC.

a. Commissioning Specialist for the Government (CxG) / Commissioning Authority – the designated government authority which retains final authority on the completion and adequacy of the commissioning effort.

The CxG may be employed or contracted by the Government.

b. Commissioning Specialist for the Design Phase (CxD) – lead individual responsible for commissioning activities during a project’s design-phase.

c. Commissioning Specialist for the Construction Phase (CxC) – lead individual responsible for commissioning activities during a project’s construction-phase.

d. Commissioning Plan – a document or series of documents in a recorded format to document the specific overall management and implementation plan created by the Commissioning Agent which documents roles, responsibilities, and deliverables necessary to ensure that all systems are fully integrated and operational to achieve the project requirements. The plan shall document the structure, schedule, and coordination planning for the entire commissioning process.

e. Contractor – Construction contractor or their sub-contractor.

f. Deficiency - a condition in the installation or function of a component, piece of equipment or system that is not in compliance with the Contract Documents, does not perform properly or is not complying with the design intent.

g. Design Intent Document (DID) - a dynamic document that provides the explanation of the ideas, concepts and criteria that are considered to be important to the project functionality. It is initially the outcome of the programming and conceptual design phases. It is an expansion of the owner’s requirements with a focus on the commissioning process and requirements. The DID is also referred to as the “Owners Project Requirements” in ASHRAE and LEED references.

h. Functional Performance Test (FPT) - Testing of the dynamic function and operation of equipment and systems using direct observation or monitoring methods. Functional testing is the dynamic testing of systems (rather than just components) under full operation (i.e., the chiller pump is tested interactively with varying system loads to verify that the pump modulates to maintain the differential pressure set point). Systems are tested under all operating modes (i.e., low cooling or heating loads, high loads, unoccupied mode, varying outside air temperatures, etc.) and failure modes (i.e., component failures, power failure, fire alarm etc.) and restoration of services. Systems are run through all control system's sequences of operation and components are verified to be responding as required throughout all expected conditions and unexpected anomalies.

Testing is performed as integrated system testing with all systems active and interacting. Note that traditional air or water test and balancing (TAB) is not “functional testing”. The primary function of TAB is setting up the system flows and pressures as specified, while FPT is verifying that which has already been set up, together with system interfaces, alarms, set points and failure modes.

Test procedures shall fully describe system configuration and steps required for each test including appropriate documentation so that another party could repeat the test with virtually identical results. The Commissioning Agent develops the functional test procedures in a sequential written form, oversees and documents the execution of the FPT’s. However, the execution of the FPT’s is the responsibility of Construction Contractor. Functional Performance Tests are performed after pre-functional checklists and start-up is complete.

i. Manual Test - using hand-held instruments, immediate control system readouts or direct observation to verify performance (contrasted to analysing monitored data taken over time to make the "observation").

j. Monitoring - the recording of parameters (flow, current, status, pressure, etc.) of equipment operation using data loggers or the trending capabilities of control systems.

k. Non-Compliance - see Deficiency.

l. Non-Conformance - see Deficiency.

m. Pre-functional Checklist – A procedural checklist for the Contractor to verify and inspect the elementary system components to ensure safe and proper installation of equipment and systems in accordance with the manufacturer’s instructions and the project requirements. Pre-functional checklists are primarily static inspections and procedures to prepare the equipment or system for initial operation (e.g., belt tension, oil levels, labels affixed, gages in place, sensors calibrated, etc.). However, some pre-functional 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). The word "pre-functional" refers to before functional testing. Pre-functional checklists augment and are combined with equipment manufacturer's start-up checklists.

n. Seasonal Performance Tests - Functional Performance Test that is deferred until the system(s) will experience conditions closer to their design conditions.

o. Systems Manual - A system-focused composite document that includes the operation manual, maintenance manual and additional information of use to the Owner during the Occupancy and Operations Phase. The Systems Manual provides the information needed to understand, operate, and maintain the systems and assemblies and to inform those not involved in the design and construction process about the systems and assemblies. The Systems Manual should be the repository of information on updates and corrections to systems and assemblies as they occur during the Occupancy and Operations Phase. The Systems Manual expands the scope of the traditional operating and maintenance documentation to include the additional information gathered during the Commissioning Process and to provide a systems-based organization of information.

p. Testing, Adjusting, and Balancing Contractor (TABC) - a specialist agency generally provided by the installation contractor to test, measure, adjust, balance, and record performance of the engineering systems.

6.0 TASKS

6.1 COMMISSIONING PROCESS OUTLINE. The following activities outline the commissioning tasks (Design and Construction Phase) in a rough order in which they occur:

DESIGN PHASE COMMISSIONING

Commissioning Scoping Meeting Commissioning Plan Design Development Review Commissioning Specifications Pre-Functional Checklist (PFC) Functional Performance Test (FPT) Protocol Change Order Review Design review meetings Commissioning Report LEED™ Documentation

CONSTRUCTION PHASE COMMISSIONING

Commissioning Scoping Meeting Commissioning Plan Construction Reviews Testing Protocol and Forms (PFCs and FPTs) Pre-Functional Checkout Testing, Adjusting and Balancing (TAB) Verification Functional Performance Testing Short-Term Diagnostic Testing.

Deficiency Report and Resolution Record.

Operations and Maintenance.

Record Documents Final Commissioning Report

LEED™ Documentation.

POST ACCEPTANCE PHASE COMMISSIONING

Unforeseen Deferred Tests.

Seasonal Testing.

End-of-Warranty Review

6.2 DESIGN PHASE COMMISSIONING. The CA shall perform the following tasks at the appropriate point(s) in the design phase of the project.

6.2.1 Commissioning Scoping Meeting:

a. Schedule, coordinate, and facilitate a scoping meeting.

b. Review the owners objectives for clarity and completeness.

c. Review each building system to be commissioned, including its intended operation, commissioning requirements, and scheduling constraints.

6.2.2 Design Intent Document: Develop the Design Intent Document which expands on the owners requirements as they relate to the Commission process and commissioning requirements.

6.2.3 Commissioning Plan: Develop a commissioning plan to identify how commissioning activities will be integrated into general construction and trade activities.

The commissioning plan shall identify how commissioning responsibilities are distributed. The intent of this plan is to evoke questions, expose issues, and resolve them with input from the entire commissioning team.

a. Identify who will be responsible for producing the various procedures, reports, forms, and pro forma notifications to and from the Contracting Officer’s Representative.

b. Identify which testing will be performed during Functional Performance Testing and which testing will be performed during TAB, Pre-Functional Testing, manufacturers factory testing etc.

c. Describe the test/acceptance procedure.

d. Provide a detailed description of how the overall commissioning effort will integrate tests required by codes, standards, host nation requirements as well as those mandated by the standard commissioning process.

6.2.4 Design Development Review:

a. Review the design documents to verify that the owners project requirements are adequately addressed in the Basis of Design.

b. Review design documents to verify that each commissioned system meets the design intent.

c. Review the design documents to verify that each system can be thoroughly tested and verified in accordance with the requirements and is likely to meet the design intent. Provide comments and advice to the AE on essential requirements for the successful commissioning including but not limited to the location and quantities of dampers, valves, sensors, and gauges.

d. Ensure that Cx is identified in detail in the construction schedule.

e. Verify that adequate operator training requirements are included.

f. Comments to the design shall be provided through the DrChecks system to the

AE at each design stage.

6.2.5 Commissioning Specifications:

a. Guide and assist the AE in developing the commissioning specifications for the construction package include a detailed description of the responsibilities of all parties, details of the commissioning process; reporting and documentation requirements, including formats; alerts to coordination issues, and deficiency resolution.

b. Coordinate a commissioning meeting with the design team to discuss integration issues between equipment, systems, and controls to ensure all responsibilities are clearly described in the specification.

c. Provide support for development of the specifications throughout the design process to ensure that each design submittal meets the level required.

6.2.6 Pre-Functional Checklists (PFC). Develop draft Pre-Functional Checklists for each piece of equipment and system to be commissioned.

a. Manufacturer's start-up checklists and other technical documentation guidelines may be used as the basis for pre-functional checklists.

b. Example checklists are available at www.apd.army.mil (See forms DA 7461-R through DA 7488-R) and on the WBDG (https://www.wbdg.org/ffc/dod/unified-facilities-guide-specifications-ufgs/ufgs-01-91-00-15-10). Example checklists are provided as a reference only to demonstrate the minimum level of quality and detail expected. Final checklists shall be system/project specific.

c. PFCs must be finalized following final equipment selections.

6.2.7 Functional Performance Test (FPT) Procedures: Develop draft FPT procedures in coordination with the AE and Government.

a. Develop draft Functional Performance Testing protocols, including testing conditions and acceptance criteria for a sampling of the equipment and system to be commissioned. The draft FPT procedures will require several iterations as the details needed to develop complete test procedures will become available at the later stages of design and construction. The CA shall develop the final FPT procedures during the construction phase as specific equipment is selected.

b. Example checklists are available on the WBDG

(https://www.wbdg.org/ffc/dod/unified-facilities-guide-specifications-ufgs/ufgs-01-91-00- 15-10). Example checklists are provided as a reference only to demonstrate the minimum level of quality and detail expected. Final checklists shall be system/project specific.

c. CA is responsible to review all applicable codes and criteria (both U.S. and Host Nation) to ensure that all testing requirements are incorporated into the FPT procedures.

d. Multiple identical pieces of non-life-safety or non-critical equipment may be functionally tested using a sampling strategy. The sampling strategy shall be developed by the Commissioning Agent and identified in the Commissioning Plan.

e. Functional performance test forms shall include but is not limited to the following information:

i. System name(s).

ii. Location and ID numbers for significant equipment and components.

iii. Date.

iv. Project name.

v. Participating parties.

vi. Test Methods - Functional performance testing and verification may be achieved by direct manipulation of system inputs (i.e., heating or cooling sensors), manipulation of system inputs with the building automation system (i.e., software override of sensor inputs), trend logs of system inputs and outputs using the building automation system, or short-term monitoring of system inputs and outputs using standalone data loggers. A combination of methods may be required to completely test the complete sequence of operations. The CA shall determine which method, or combination, is most appropriate.

vii. Instructions for setting up the test, including special cautions, alarm limits, etc.

viii. Specific step-by-step procedures to execute the test.

ix. Acceptance criteria of proper performance with a Yes / No check box.

x. A section for comments.

6.2.8 Change Order Review: Review RFI’s and Change Orders for any impact on the Commissioning objectives.

6.2.9 Design Review Meetings: Attend and participate in design review meetings.

6.2.10 Commissioning Report: Compile commissioning report. Summarize all of the tasks, findings, conclusions, and recommendations of the commissioning process.

6.2.11 LEED™ Documentation: Provide draft LEED Letter Templates that document conformance with LEED Energy & Atmosphere (EA) Prerequisite 1, Fundamental Commissioning and Verification and EA Credit 1; Enhanced Commissioning. Final documentation is produced during the Construction Phase, however draft documents shall be provided for anticipated LEED credits. Provide documentation for as many Commissioning LEED credits as possible and indicate any credits which cannot be achieved and what changes would be needed to achieve the credit.

6.3 CONSTRUCTION PHASE COMMISSIONING. The CA shall perform the following tasks at the appropriate point(s) in the construction phase of the project.

6.3.1 Commissioning Meetings:

a. Schedule, coordinate, and facilitate a scoping meeting. Review each building system to be commissioned, including its intended operation, commissioning requirements, and scheduling constraints. Establish the scope of work, tasks, schedules, deliverables, and responsibilities for implementation of the Commissioning Plan.

b. Schedule, coordinate and facilitate commissioning meetings to facilitate the commissioning process throughout construction.

6.3.2 Commissioning Plan: Update the Commissioning Plan with the support of the Contractor, identifying how commissioning activities will be integrated into general construction and trade activities. The commissioning plan shall identify how commissioning responsibilities are distributed. The intent of this plan is to evoke questions, expose issues, and resolve them with input from the entire commissioning team.

a. Identify who will be responsible for producing the various procedures, reports, forms and pro forma notifications to and from the Contracting Officer’s Representative.

b. Identify which testing will be performed during Functional Performance

Testing and which testing will be performed during TAB, Pre-Functional Testing, manufacturers factory testing etc.

c. Describe the test/acceptance procedures.

d. Review the Contractors schedule and provide recommendations on the scheduling of Cx activities. Ensure that the schedule reflects the overall commissioning plan. Ensure that the schedule indicates durations for commissioning on a system-by-system basis and takes full account of the methods to be used for commissioning and the areas where the work will be performed.

e. Ensure the Cx schedule reflects all changes in the project requirements due to owner requirement changes, RFI’s or Change Orders. The CA shall verify all changes against the design requirements and bring any conflict to the attention of the COR. Ensure that the Cx schedule incorporates any changes necessary due to the selection of specific equipment.

6.3.3 Construction Reviews:

a. Submittal Review: Review the contractor submittals applicable to the systems being commissioned to verify that the materials, equipment and systems provided meet the requirements of the Contract Documents and Design Intent related to commissioning. Ensure that submittals include all necessary components to enable system testing and verification.

b. Coordination Drawings: CA shall review coordination drawings to ensure synchronization between trades.

c. Change Orders: Review RFI’s and Change Orders for any impact on the

Commissioning objectives.

6.3.4 Testing Protocol and Forms:

b. Finalize the Pre-Functional Checklists (PFC) and Functional Performance Testing (FPT) protocol, including testing conditions and acceptance criteria for each piece of equipment and system to be commissioned. The final procedures and forms shall reflect the approved construction submittals of actual equipment and materials to be installed and be closely coordinated with the Contractor. Coordinate test procedures with the Contractor for feasibility, safety, equipment and warranty protection.

6.3.5 Pre-Functional Checkout

b. Provide the final Pre-Functional Checklists to the Contractor.

b. Verify that sensors used for the PFC’s have been calibrated. The Contractor shall perform and document sensor calibration or provide documentation verifying manufacturer's performance calibration. Calibration must have been performed within 12 months of the functional performance testing but not later than the manufacturers recommended calibration period. A sensor is defined as any device that measures a system parameter for control purposes or for monitoring the system performance.

c. Monitor and confirm the execution of PFC’s by the Contractor. Obtain documentation of all PFC’s.

d. Document any deficiencies in the Deficiency Report and monitor resolution.

Verify and document the resolution in the Deficiency Report.

6.3.6 Testing, Adjusting, and Balancing (TAB) Verification: Standard TAB is the responsibility of the Contractor and normally performed by their testing, adjusting and balancing contractor (TABC). However, the Commissioning Agent shall review, and provide random verification of the TAB effort to ensure a coherent commissioning process as defined in the Commissioning Plan.

a. Review the TAB procedures developed by the TABC. Ensure that the TABC makes reference to the Contract Documentation to ensure the specified requirements are met. Where the documentation makes reference to a parameter e.g., volumetric flow, capacity, noise level and the like, the TABC will be expected to verify that parameter and include objective measurements within the system testing requirements.

b. Inspect instruments and equipment utilized.

c. Provide random verification of the TAB effort through field observation of the

TAB execution and random verification of measurements.

6.3.7 Functional Performance Testing

a. Witness and document the execution of the Functional Performance Tests by the Contractor, providing guidance and clarification as needed.

b. Where a sampling strategy is utilized for multiple pieces of identical equipment and failures are present after three attempts at testing the specified sample percentage, all remaining units shall be tested.

c. Document any deficiencies in the Deficiency Report and monitor resolution.

Verify and document the resolution in the Deficiency Report.

d. Participate in retesting until satisfactory performance is verified.

6.3.8 Short-Term Diagnostic Testing

a. Short-Term Diagnostic Testing: After initial occupancy, perform short-term diagnostic testing, using data acquisition equipment or the building automation system to record system operation over a two-to-three-week period.

i. Investigate the dynamic interactions between components in the building systems.

ii. Evaluate the scheduling, the interaction between heating and cooling, and the effectiveness of the HVAC system in meeting the comfort requirements.

6.3.9 Deficiency Report and Resolution Record

a. Document items of non-compliance in materials, installation or operation in the deficiency log.

b. Deficiencies shall be identified by the Commissioning Agent, however, failure to identify deficiencies shall not relieve the Commissioning Agent of his duty to investigate and document a deficiency brought to his attention.

c. Corrections of Minor Deficiencies: Corrections of minor deficiencies identified may be made during the tests at the discretion of the Commissioning Agent and concurrence of the COR. In such cases the deficiency and resolution will be documented on the procedure form. Suspension of the tests to correct issues that require a longer time to rectify will be made at the discretion of the Commissioning Agent and concurrence of the COR. The Contractor shall provide a proposed schedule for the resumption of the testing.

d. Deficiencies: The CA shall document all deficiencies. Documentation shall include the following:

i. Record identification date

ii. Describe deficiency and note FPT step(s) involved

iii. Recommend corrective action

iv. Enter deficiency into master Deficiency Action Log (DAL)

v. Distribute copies to: Contracting Officer and Construction

Contractor

e. Corrective Action Direction (by Construction Contractor): The Construction Contractor shall correct the deficiency. Upon deficiency correction, Construction Contractor shall report the correction of the associated Deficiency Action Log item to the Commissioning Agent and COR.

f. Verification of Corrective Action Completion (by Commissioning Agent): The Commissioning Agent shall verify the retesting. The verification status determined by this field effort shall be reported on the Deficiency Action Log.

6.3.10 Operations and Maintenance

a. O&M Manual: Review the operation and maintenance manuals prepared by the Contractor for completeness and for adherence to the requirements of the specifications. Ensure that the system interactions, troubleshooting, and long-term preventative maintenance and operation are thoroughly covered.

b. Systems Manual: Develop a Systems Manual for each commissioned system.

Systems Manuals shall be as defined in this document and in ASHRAE Guideline 0 and ASHRAE Guideline 1.1. The Systems Manual shall include a minimum of the following:

i. Basis of Design Information

ii. Contractor Listing and Emergency Information

iii. Construction Record Documents

iv. Single Line Diagrams

v. Equipment Information

vi. Systems Operating Procedures and Limitations

vii. Maintenance Procedures and Schedules

viii. Forms for Operational Record Keeping

ix. Benchmarking and Optimization

x. Operations and Maintenance Manuals

xi. Training Information and Records

xii. Commissioning Results.

c. Training: Review and comment on the proposed training agendas, materials and activities.

d. O&M Database: Develop a Microsoft based Excel / Access based database from the O&M manuals that contains the information required to start a preventative maintenance program.

6.3.11 Commissioning Report: The final commissioning report shall include the following:

a. A brief summary report that includes a list of participants and roles, brief building description, overview of commissioning and testing scope, and a general description of testing and verification methods.

b. Detail the tasks, findings, conclusions, and recommendations of the commissioning process for each system.

c. List all outstanding non-compliance items including recommendations for improvement to equipment or operations, future actions, commissioning process changes, etc. Each non-compliance issue shall be referenced to the specific functional test, inspection, trend log, etc. where the deficiency is documented.

d. Include the commissioning plan, progress reports, submittal and O&M manual reviews, training record, test schedules, construction checklists, start-up reports, functional tests, and trend log analysis.

6.3.12 LEED™ Documentation:

a. Provide and upload forms and documentation to confirm compliance with the requirements LEED Energy & Atmosphere (EA) Prerequisite 1, Fundamental Commissioning and Verification and EA Credit 1; Enhanced Commissioning to LEEDOnline.

b. As necessary, respond to review comments from GBCI and upload revised

LEED forms and documentation to LEEDOnline.

6.4 POST ACCEPTANCE PHASE COMMISSIONING. The CA shall perform the following tasks at the appropriate point(s) in the Post Acceptance phase of the project.

6.4.1 Unforeseen Deferred Tests:

a. If a test cannot be completed due to necessary occupancy condition, or other deficiency, the functional testing may be delayed upon recommendation of the Commissioning Agent and the approval of the COR. These tests shall be rescheduled and conducted as soon as possible.

6.4.2 Seasonal Testing:

a. Schedule, coordinate, observe, and document additional testing for seasonal variation in operations and control strategies during the opposite season to verify performance of the HVAC system and controls. Complete testing during the warranty period to fully test all sequences of operation.

b. Update O&M manuals, Systems Manual, and Record Documents as necessary due to the testing.

6.4.3 End-of-Warranty Review:

a. Conduct end of warranty review three (3) months prior to the end of the warranty period. Review the current building operation with the facility maintenance staff. Review and analyse trend data from DDC/EMCS monitoring. The review shall include outstanding issues from original or seasonal testing. Undertake a site meeting with the COR to identify concerns with building operation. Interview facility staff and identify problems or concerns they have with operating the building as originally intended. Provide suggestions for improvements and develop reports or documentation to remedy problems.

b. Update Manuals and Record Documents as necessary due to the testing.

6.4.4 Commissioning Report

a. Prepare an amendment to the Commissioning Report to document the Post Acceptance Phase activities.

7.0 SCHEDULE OF DELIVERABLES

The Cx process generates a number of written work products. The Cx Plan shall list all the formal written work products, describe briefly their contents, who is responsible to create them, their due dates, who receives and approves them and the location in the specification to create them. In summary, the written products are:

DESIGN-PHASE

PRODUCTS Responsibility of: Scheduled Meeting Minutes1 CA 5 days after the event Design Intent Document CA 30 days after the commissioning scoping meeting

Commissioning Plan CA 65% Design Design Review Comments

CA Submit comments in DrChecks by

Commissioning Specifications

CA/AE

Pre-Functional Checklists CA 95% Design Draft Functional Performance Test Procedures

CA 65% to 95% Design

Commissioning Report CA 100% Design LEED Documentation CA 95% Design

CONSTRUCTION-PHASE

PRODUCTS Responsibility of: Scheduled

Commissioning Plan CA 90 Days after

Construction NTP Submittal Reviews CA Within 10 days of receipt Testing Protocol and Forms

CA 30 days before scheduled test

Completed Pre- Functional Checklists and Functional Performance Tests

CA 10 days after Test

O&M Manuals Contractor Systems Manuals CA 30 days prior to scheduled system training

Deficiency Report CA 30 days before Beneficial Occupancy

Commissioning Report CA 30 Days after Beneficial Occupancy

LEED Documentation CA 30 Days after Beneficial Occupancy

POST ACCEPTANCE PHASE

PRODUCTS Developed By Scheduled

End of Warranty Report CA 10 days before end of

Warranty O&M Manual and System Manual Updates

CA 30 days after Warranty expiration

Amendment to Cx Report CA 30 days after Warranty expiration

1 The Cx shall provide a record of all meetings, discussions, verbal direction, telephone conversations, etc. relative to this task order. These records shall be dated and shall identify the contract number and task order number, participating personnel, subject discussed and conclusions reached.

8.0 SUBMITTALS

The following requirements are applicable to all submittals that shall be provided in accordance with this Schedule of Services. No work is considered submitted until the USACE PM receives it. The CA shall allow sufficient transportation time for submittals to be received by the required dates.

8.1 Letters of Transmittal. A letter of transmittal, identifying the contents of the submission and distribution, prepared in duplicate, shall accompany all required submittals.

8.2 Format. All contract documents to be furnished shall be well prepared, complete, and accomplishment in accordance with the best professional practice. Documents shall be provided in searchable PDF and native format and hardcopy. Electronic versions of the document may be required to be provided either on a CD/DVD or through some means of electronic document transfer (as directed in the task order).

Hard copy documents shall be legible and printed front and back on standard 8-1/2 X 11-inch white paper and book-bound for reading left to right. Drawings shall be [ISO A1, etc.] size and shall be suitable for half-size scaled reproduction. Copies shall be provided in English and in a second language as specified in the task order.

8.3 Quality Control. The CA shall be responsible for the quality control of all its submittals. Submittals that exhibit low-quality reproduction, poor information formatting, or obvious graphical or technical errors shall be considered sufficient grounds for rejection of the submittal.

8.4 Submittal Reviews. The primary tool by which project reviews will be facilitated is the DrChecks system. However, the Government may also communicate by telephone, e-mail, fax, or by mail regarding questions on the submittal comments and corrections required. The CA shall not consider any portion of the work to be completed until it is approved and accepted by the PM. The CA shall also request guidance on unresolved issues or discrepancies. With each submittal, the CA shall review the remaining work to be done and discuss the intended goals to be reached.

8.5 Government Comments. The Government shall review each submittal within twenty-one (21) calendar days of submission and comments shall be consolidated by and forwarded through the review team to the CA via the DrChecks system. In responding to Government review and comments, if the CA believes any review comment is in error, conflicts with other comments or with technical criteria, or is beyond the scope of the negotiated contract, he shall state his objections via the DrChecks system and arrange for a teleconference or other direct and expedient means of resolution. All comments shall be incorporated into subsequent submittals unless the USACE PM authorizes their omission.

8.6 Resubmittal of Inadequate Document(s). The USACE PM may require the resubmittal of any documents that are determined to be inadequate for the intended submittal purposes. The CA shall correct and resubmit the rejected document as directed by the USACE PM, but not more than fourteen (14) calendar days after receiving notification. The quantity of documents in the resubmission shall remain the same as in the rejected submittal. As a result of a resubmittal, the task order schedule may be amended by the USACE PM.

8.7 Government Notification of Acceptance. The USACE PM, will notify the CA of each submittal’s compliance within fourteen (14) days of the submittal. Where it is determined that the submittal meets all requirements and standards, the CA shall have completed the terms of the Task Order with regard to the subject submittal.

8.8 Mailings. All mailings shall be made such that the schedule may be maintained.

9.0 ADMINISTRATION, COORDINATION, AND SPECIAL CONDITIONS

9.1 Contractual Interpretation. Official guidance and instruction that pertains to either the interpretation of this schedule of services or the performance of the work described herein will be provided solely by the District’s Contracting Officer (KO) or the Contracting Officer’s Representative (COR). No other military or civilian personnel are authorized to provide direction on the contract scope and schedule.

9.2 Contractual Direction. The contract relationship shall be directly between the U.S.

Army Corps of Engineers, Europe District (CENAU) and the Commissioning Agent. If the CA receives any request for services that is not within the Scope of Services, he shall immediately notify the KO or COR for direction before acting on the requests. All correspondence shall be sent through the USACE Project Manager.

9.3 CA Project Manager Designation. The CA shall designate in writing an individual to serve as the single point of contact and liaison between the CA and the Government for all work required under each task order. The CA shall notify the USACE PM if a change is required.

9.4 General Coordination Information. The CA shall coordinate all field activities with USACE and local personnel. The CA shall coordinate all site access requirements with the PM and host nation authorities as required. The CA prior to any formal meeting shall give a minimum of five (5) days notice.

9.5 Requests in Writing. Formal requests for information or assistance requested of the Government by the CA shall be in writing with appropriate lead-time, and a copy shall be sent to the USACE PM.

9.6 Reporting Problems. Problems shall be promptly brought to the attention of the USACE COR. Circumstances that result in delivery order delay shall be reported in writing along with the reason for the delay and the CA's proposed remedial action.

9.10 Government Ownership/Classification. All data, reports, and material related to this project are property of the Government and shall not be released by the CA or his sub-consultants without written approval of the Contracting Officer. The CA shall fully comply with the USG International Traffic in Arms Regulations in handling all documents associated with this SOS. All documents developed in the execution of this contract shall be ‘For Official Use Only’, and their preparation, storage, dissemination, and handling treated accordingly. If further designated as a close-hold project, only designated trusted agents shall have access to said documents. It is not necessary that persons designated as trusted agents have security clearances. The CA shall make no public announcements or disclosures relative to information contained or developed in this contract, unless authorized by the Contracting Officer.

10.0 TASK ORDER EXECUTION

10.1 Request for Proposal. As each project is identified for execution under this contract, the A-E will be notified by a Request for Proposal (RFP) letter. Each RFP letter will include a statement of work (SOW).

10.2 Task Order Statement of Work. RFPs under this contract will include a site or project specific SOW. SOWs will vary in detail and clarity but will provide an adequate description of the actual services required. Typically, the individual task orders will provide the A-E the start of work, location, description of work, and performance schedule. Additional specific requirements will be identified with the RFP and the related site-specific SOW. Some of the more common requirements are discussed below.

10.3 The A-E shall be required to commence work required by a task order at the time specified in that task order. The A-E shall execute the work and complete the entire project not later than the completion time specified in the task order.

10.4 As required under the task order, the A-E must receive approval from the Contracting Officer or the Contracting Officer's Authorized Representative on all site-specific plans (i.e., Health and Safety Plan (HASP), Work Plans, QA/QC Plans, etc.)

prior to initiating any on-site activity.

10.5 The A-E will be notified of the authorized Point of Contact for each task order at award of that task order.

10.6 All submissions shall be in English unless otherwise indicated in the task order.

10.7 As attachments to the SOW the Government will provide, as necessary, applicable project background information.

10.8 Notifications. The A-E is reminded that neither they nor any of their sub-contractors are to accept direction or to proceed with any activity they feel is outside of the scope of any particular task order without the written authority of the Contracting Officer. Any discrepancy in interpretation of the SOW for that task order shall be brought to the attention of the Government Project Manager for resolution. In the event of conflict, the issue will be decided by the Contracting Officer. Upon completion of a task order, the A-E shall notify the Contracting Officer or authorized representative.

11.0 Common Clauses for AT-OPSEC Requirements

AT Level I Training. All contractor employees, to include subcontractor employees, requiring access to Army installations, facilities, controlled access areas, or require network access, shall complete AT Level I awareness training within 30 calendar days after contract start date or effective date of incorporation of this requirement into the contract, whichever is applicable.

Upon request, the contractor shall submit certificates of completion for each affected contractor employee and subcontractor employee, to the COR or to the contracting officer (if a COR is not assigned), within 5 calendar days after completion of training by all employees and subcontractor personnel. AT Level I awareness training is available at the following website:

http://jko.jten.mil/courses/atl1/launch.html; or it can be provided by the RA ATO in presentation form which will be documented via memorandum.

Access and General Protection/Security Policy and Procedures. All contractor and all associated sub-contractors employees shall comply with applicable installation, facility and area commander installation/facility access and local security policies and procedures (provided by government representative). The contractor shall also provide all information required for background checks or background investigation and to meet installation/facility access requirements to be accomplished by installation Provost Marshal http://jko.jten.mil/courses/atl1/launch.html%3B

Office, Director of Emergency Services or Security Office.