01 91 00.00 37.pdf

Dining Facility, SOTF Solicitation No. W912PM19R0022 Fort Bragg, NC PN# 89057

SECTION TABLE OF CONTENTS

DIVISION 01 - GENERAL REQUIREMENTS

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PART 1 GENERAL

1.1 REFERENCES

1.2 DEFINITIONS

1.3 DESCRIPTION

1.3.1 Applicable Criteria

1.3.2 Commissioning Agent (CA)

1.3.3 LEED

1.3.4 Process

1.3.5 Written Work Products

1.4 SUBMITTALS

1.5 QUALITY ASSURANCE

1.5.1 Responsibilities

1.5.2 Commissioning Firm

1.5.3 Commissioning Agent

1.6 SYSTEMS TO BE COMMISSIONED

1.7 COORDINATION

1.7.1 Commissioning Team

1.7.2 Cx Schedule

1.7.3 Meetings

1.7.3.1 Scoping Meeting

1.7.3.2 Miscellaneous Meetings

1.8 RESPONSIBILITIES

1.8.1 CA Responsibilities

1.8.2 Contractor Responsibilities

1.9 COMMISSIONING PLAN

1.10 COMMISSIONED EQUIPMENT DATA

1.11 REPORTING

1.11.1 Final Cx Report

1.11.2 Systems Manual

PART 2 PRODUCTS

2.1 TEST EQUIPMENT

2.1.1 Equipment Provisions

2.1.2 Equipment Calibration

PART 3 EXECUTION

3.1 STARTUP AND PREFUNCTIONAL CHECKOUT

3.1.1 Responsibilities

3.1.2 PFT Checklists and Startup Plan

3.1.2.1 PFT Checklists

3.1.2.2 Startup Plan

3.1.3 Execution of PFTs

3.1.4 Execution of Startup

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3.1.4.1 Startup Documentation

3.1.5 Nonconformance and Approval in PFT Checklists and Startup

3.2 SENSOR AND ACTUATOR CALIBRATION

3.2.1 Calibration Methods

3.2.1.1 All Sensors

3.2.1.2 Sensors Without Transmitters

3.2.1.3 Sensors With Transmitters

3.2.2 Tolerances, Standard Applications

3.2.3 Valve and Damper Stroke Setup and Check

3.2.3.1 EMS Readout

3.3 CONTROLS

3.4 TAB

3.5 LIGHTING AND LIGHTING CONTROL SYSTEMS

3.5.1 General

3.5.2 Performance Parameters and Commissioning Procedures

3.5.2.1 Lighting Controls

3.5.2.2 Lighting Control Panels

3.5.2.3 Exterior Lighting Photo Sensors

3.5.2.4 Dimming

3.6 AIR BARRIER SYSTEM

3.7 FUNCTIONAL PERFORMANCE TESTING

3.7.1 Development of Test Procedures

3.7.2 Test Methods

3.7.2.1 Functional Performance

3.7.2.2 Simulated Conditions

3.7.2.3 Overwritten Values

3.7.2.4 Altering Setpoints

3.7.2.5 Indirect Indicators

3.7.2.6 Setup

3.7.3 Coordination and Scheduling

3.7.4 Documentation, Review and Approval

3.8 NONCONFORMANCE

3.8.1 Procedure

3.8.1.1 Non-Disputed Deficiencies

3.8.1.2 Disputed Deficiencies

3.8.2 Retesting

3.8.3 Failure Due to Manufacturer Defect

3.8.4 Deficiency Report and Resolution Record

3.9 DEFERRED TESTING

3.9.1 Unforeseen Deferred Tests

3.9.2 Seasonal Testing

3.9.3 Short-Term Diagnostic Testing

3.10 TRAINING

3.10.1 Training Plan and Schedule

3.10.2 Training Course Content

3.10.3 Training Documentation

3.10.4 Training Verification

-- End of Section Table of Contents --

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PART 1 GENERAL

1.1 REFERENCES

The references below form a part of this specification to the extent referenced. The publications are referred to within the text by basic designation only.

AMERICAN SOCIETY OF HEATING, REFRIGERATING AND AIR-CONDITIONING

ENGINEERS (ASHRAE)

ASHRAE Guideline 0 (2013) The Commissioning Process

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

ASHRAE 189.1 (2014) Standard for the Design of High-Performance Green Buildings Except Low-Rise Residential Buildings

U.S. GREEN BUILDING COUNCIL (USGBC)

LEED GBDC Ref Guide (2009; R 2010) LEED Reference Guide for Green Building Design, Construction and Major Renovations of Commercial and Institutional Buildings including Core & Shell and K-12 Projects

1.2 DEFINITIONS

a. "Basis of design" is the documentation of the primary thought processes and assumptions behind design decisions that were made to meet the design intent. The basis of design describes the systems, components, conditions and methods chosen to meet the intent.

b. "Commissioning (Cx)" is a comprehensive and systematic process to verify that the building systems perform as designed to meet Government requirements and the design intent.

c. The "Commissioning Plan" (Cx Plan) is an overall plan that provides the structure, schedule and coordination planning for the Cx process.

d. "Data logging" records data such as flows, currents, status, and pressures over time using stand-alone data loggers separate from the control system.

e. "Deferred functional tests" are performed after substantial completion, due to partial occupancy, equipment, seasonal requirements, design, or other site conditions that disallow the test from being performed before substantial completion.

f. A "deficiency" is a condition in the installation or function of a component, piece of equipment, or system that is not in compliance with

SECTION 01 91 00.00 37 Page 3 the Contract documents.

g. The "design intent" represents the ideas, concepts, and criteria that are conveyed through the Contract documents.

h. "Factory testing" tests equipment on-site or at the factory by factory personnel.

i. A "functional performance test" (FPT) tests the dynamic function and operation of equipment and systems under full operation using manual (direct observation) or monitoring methods. For example, 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.

j. "Indirect indicators" indicate a response or condition, such as a reading from a control system screen reporting a damper to be 100 percent closed.

k. A "manual test" uses hand-held direct reading instruments, immediate control system readouts, or direct observation to verify performance (contrasted to analyzing monitored data taken over time to make the observation).

l. "Nonconformance" means a piece of equipment or a system does not perform properly or comply with the design intent.

m. An "overwritten value" is a sensor value in the building control system that is overridden to see the response of a system. For example, changing the outside air temperature value from 50 degrees F to 75 degrees F to verify economizer operation. See also "simulated signal".

n. Owner's Project Requirements (OPR) is a written document that details the functional requirements of the project and the expectations of how it will be used and operated.

o. "Phased commissioning" is completed in phases (by floors or buildings, for example) due to the size of the structures or other scheduling issues, in order to minimize the total construction time.

p. A "prefunctional test checklist" (PFT checklist) is a list of items to inspect and elementary component tests to conduct to verify proper installation of equipment. Prefunctional tests (PFTs) are primarily static inspections and procedures to prepare the equipment or system for initial operation (e.g., belt tension, oil levels OK, labels affixed, gages in place, sensors calibrated). However, some PFT 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). PFT checklists augment and are combined with the manufacturer's startup checklist.

q. "Sampling" functionally tests only a fraction of the total number of identical or near identical pieces of equipment.

r. "Seasonal performance tests" are FPTs that are deferred until the system(s) will experience conditions closer to their design conditions.

s. "Simulated conditions" are created conditions for the purpose of testing the response of a system (e.g., applying a hair blower to a space sensor to see the response in a VAV box).

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t. A "simulated signal" uses a signal generator to send an amperage, resistance or pressure to the transducer and DDC system to simulate a sensor value.

u. "Startup" includes the initial starting or activating of dynamic equipment after executing PFTs.

v. "Test requirements" specify what modes, functions, and conditions shall be tested. The test requirements are not the detailed test procedures.

The test requirements are specified in the individual sections of the Contract documents.

w. "Trending" uses the building control system for monitoring.

x. The "warranty period" involves the entire project, including equipment components. Warranty begins at substantial completion and extends for at least 1 year, unless specifically noted otherwise in the Contract documents and accepted submittals.

1.3 DESCRIPTION

The Fundamental Cx process shall encompass and coordinate system documentation, equipment startup, control system calibration, testing and balancing, performance testing, and training. Fundamental Cx shall be completed before substantial completion. Enhanced Cx continues into the warranty period with post-occupancy verification of performance. Cx does not take away from or reduce the responsibility of the Contractor to provide a finished and fully functioning product.

1.3.1 Applicable Criteria

The work shall conform to the following:

a. LEED GBDC Ref Guide

b. ASHRAE Guideline 0

c. ASHRAE Guideline 1.1 with the following exception: sampling techniques are not allowed for HVAC systems. 100 percent of the HVAC systems and their controls are required to be commissioned.

d. ASHRAE 189.1 , paragraphs 10.3.1.1 Building Acceptance Testing and

10.3.1.2 Building Project Commissioning

****Amendment 0001****

1.3.2 Commissioning Agent (CA)

The CA shall be provided by the Contractor and shall meet the following requirements:

a. Have documented experience as commissioning authority for at least two building projects of similar technical complexity within the last 5 years.

b. Meet the requirements of paragraph 1.5.3 "Commissioning Agent".

c. Be independent of the project's design and construction teams.

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The CA will be provided by the Government. All submittals and correspondence for the CA shall be submitted to the CA through the Contracting Officer's Representative (COR). Descriptions of tasks and products provided by the Government CA are included in this Section for Contractor information and coordination purposes.

****Amendment 0001****

1.3.3 LEED

Project shall meet the requirements for LEED Energy & Atmosphere (EA) Prerequisite 1, Fundamental Commissioning and EA Credit 3, Enhanced Commissioning.

1.3.4 Process

The following activities outline the Cx tasks and the general order in which they occur. The Commissioning Agent (CA) shall coordinate all activities.

a. Review construction documents, basis of design and design intent documents prepared by Designer of Record (DOR). LEED Owner's Project Requirements (OPR) and Basis of Design (BOD) documents are attached.

b. Conduct a scoping meeting to review the Cx process with the Cx team members.

c. Develop a Cx Plan. Preliminary CX Plan is attached.

d. Schedule additional meetings throughout construction with necessary parties attending, to plan, scope, coordinate, schedule future activities, and resolve problems.

e. Collect equipment documentation during normal submittals, including detailed startup procedures.

f. Review submittals.

g. Develop startup plans, startup documentation formats, and PFTs to be completed prior to startup. Preliminary PFT Checklist Forms are attached.

h. Perform startup and initial checkout.

i. Develop and execute FPT procedures. Preliminary Functional Performance Test Forms are attached.

j. Correct items of nonconformance in materials, installation, or setup and retest the system.

k. Document deficiencies and their resolution.

l. Review documentation for completeness.

m. Complete and submit the Final Cx Report.

n. Review, pre-approve and coordinate Government personnel training

SECTION 01 91 00.00 37 Page 6 and verify completion.

o. Perform deferred testing as specified and required, including unforeseen deferred tests, seasonal testing and short-term diagnostic testing.

p. Complete and submit the Systems Manual.

q. Perform end-of-warranty review.

1.3.5 Written Work Products

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 (including specification references as applicable), who is responsible to create them, their due dates and who receives and approves them. In summary, the written products are:

Product Developed By Design document review CA Draft and Final Cx Plan CA Meeting minutes Contractor (CTR) Cx schedules CTR, CA, Contracting Officer's Representative (COR) Equipment documentation submittals CTR Sequence clarifications CTR PFT checklists CA with CTR assistance Startup and initial checkout plan CTR, CA compiles existing documents Completely filled out CTR startup, initial checkout, and PFT forms and checklists TAB Plan CTR with CA review Final TAB report CTR with CA review Commissioned systems issues log CA (deficiencies) Cx Progress Record CA Commissioned systems deficiency reports CA FPT forms CA with CTR assistance Completely filled out FPT forms CA, CTR with CA review O&M Manual CTR Systems Manual CA with CTR assistance Cx record book CA Training Plan CTR, CA, COR Specific training agendas CTR Final Cx Report CA Miscellaneous approvals COR

1.4 SUBMITTALS

Government approval is required for submittals with a "G" designation;

submittals not having a "G" desgination are for information only. When used, a designation following the "G" designation identifies the office that will review the submittal for the Government. The following shall be submitted in accordance with Section 01 33 00 SUBMITTAL PROCEDURES:

SD-01 Preconstruction Submittals

Draft Cx Plan and Schedule ; G, RO

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Final Cx Plan and Schedule ; G, RO

SD-02 Shop Drawings

Control Drawings ; CA

SD-06 Test Reports

Filled out functional test readiness forms ; G, RO ; CA

Completed PFT checklists ; G, RO ; CA

Completed startup checklists ; G, RO ; CA

Completed FPT forms ; CA

Nonconformance and Approval in PFT checklists and Startup ; CA

Progress reports and test results

SD-07 Certificates

Commissioning Firm ; G, RO

Commissioning Agent ; G, RO

Calibration documentation ; CA

Calibration certification ; CA

SD-08 Manufacturer's Instructions

Startup and Checkout Plan ; CA

Checkout Forms ; CA

Test Procedures ; CA

SD-10 Operation and Maintenance Data

Training Plan ; G, RO ; CA

Training Documentation ; CA

Training Verification ; CA

SD-11 Closeout Submittals

Final Cx Report ; G, RO

Deficiency Report and Resolution Record ; CA

1.5 QUALITY ASSURANCE

1.5.1 Responsibilities

Perform all Commissioning work specified herein and in related sections under the direct guidance of the Commissioning Agent.

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1.5.2 Commissioning Firm

Submit certification of the proposed Commissioning Firm's qualifications to perform the duties specified herein and in other related Sections, no later than 21 days after the Notice to Proceed. Include in the documentation the date that the Certification was initially granted and the date when the current Certification expires. The firm is either a member of ACG or certified by the NEBB or the TABB and certified in all categories and functions where measurements or performance are specified on the plans and specifications. Any lapses in Certification of the proposed Commissioning Firm or disciplinary action taken by ACG, NEBB, or TABB against the roposed Commissioning Firm shall be described in detail.

The certification shall be maintained for the entire duration of duties specified herein. If, for any reason, the firm loses subject certification during this period, immediately notify the Contracting Officer and submit another Commissioning Firm for approval. Any firm that has been the subject of disciplinary action by the ACG, the NEBB, or the TABB within the 5 years preceding Contract Award is not eligible to perform any duties related to the HVAC systems, including Commissioning.

All work specified n this Section and in other related Sections to be performed by the Commissioning Firm shall be considered invalid if the Commissioning Firm loses its certification prior to Contract completion and must be performed by an approved successor. These Commissioning services are to assist the Contractor in performing the quality oversight for which it is responsible. The Commissioning Firm shall be a subcontractor of the prime Contractor and shall be financially and corporately independent of all other subcontractors. The Commissioning Firm shall report to and be paid by the Contractor.

1.5.3 Commissioning Agent

Submit certification of the proposed Commissioning Agent's qualifications to perform the duties specified herein and in other related Sections, no later than 21 days after the Notice to Proceed. The documentation shall include the date that the Certification was initially granted and the date when the current Certification expires. The Commissioning Agent shall be an ACG Certified Commissioning Agent, a NEBB Qualified Commissioning Administrator, or a TABB Certified Commissioning Supervisor and shall be an employee of the approved Commissioning Firm. Any lapses in Certification of the proposed Commissioning Agent or disciplinary action taken by ACG, NEBB, or TABB against the proposed Commissioning Agent shall be described in detail. The certification shall be maintained for the entire duration of duties specified herein. If, for any reason, the Commissioning Agent loses subject certification during this period, immediately notify the Contracting Officer and submit another Commissioning Agent for approval. Any individual that has been the subject of disciplinary action by the ACG, the NEBB, or the TABB within the 5 years preceding Contract Award is not eligible to perform any duties related to the HVAC systems, including Commissioning. All work specified in this Section and in other related Sections performed by the Commissioning Agent shall be considered invalid if the Commissioning Agent loses certification prior to Contract completion and must be performed by the approved successor.

1.6 SYSTEMS TO BE COMMISSIONED

See attached preliminary commissioning plan for systems to be commissioned.

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The following equipment and systems shall be commissioned in accordance with the procedures described in this section.

a. Heating, Ventilating, Air Conditioning, and Refrigeration Systems (HVAC&R) Systems (mechanical and passive) and associated controls

b. Indoor Air Quality (IAQ) systems and associated controls

c. Interior and exterior lighting, daylighting and shading controls including automatic controls and occupancy sensors

d. Plumbing and domestic hot water systems including solar water heating

e. Domestic and process water pumping and mixing systems

f. Building envelope including thermal and moisture integrity and air tightness

g. Irrigation systems

h. Water and energy measurement devices

i. Renewable energy systems

j. Water treatment systems

k. Central energy plant

l. Steam generation/chilled water systems

m. Bio-mass generation

n. Fuel cell generation

o. EMCS/UMCS systems

1.7 COORDINATION

1.7.1 Commissioning Team

The members of the Cx team shall consist of the CA, the Contractor, the COR, subcontractors, QC Specialists, Designers of Record (under construction period services contract with the Government) and Government representative(s) including operation and maintenance (O&M) staff. All members shall work together and with vendors to fulfill their contracted responsibilities and meet the objectives of the Contract documents and Cx process. The CA shall regularly communicate with all members of the Cx team, keeping them apprised of Cx progress and scheduling changes through memos, progress reports, or other methods of communication.

1.7.2 Cx Schedule

The CA shall work with the Contractor and the COR to schedule the Cx activities. The CA shall provide the initial schedule of primary events at the Cx scoping meeting. The Draft Cx Plan shall provide a format for this schedule, and both shall be submitted together. The CA shall provide sufficient notice to the Contractor and the COR for scheduling Cx activities. The Contractor shall integrate all Cx activities into the master schedule. As construction progresses the CA shall update the Cx schedule with more details. Notify the Contracting Officer and CA ahead of time when Cx activities not yet performed or not yet scheduled will impact the construction schedule.

1.7.3 Meetings

1.7.3.1 Scoping Meeting

The Cx scoping meeting shall be scheduled by the CA within 90 days of award of the construction Contract. The CA shall plan and conduct the Cx scoping meeting with the entire Cx team in attendance (attendance by conference call is acceptable). Meeting minutes shall be distributed to all parties within one week. The agenda shall include a review of each

SECTION 01 91 00.00 37 Page 10 building system to be commissioned, including its intended operation, Cx requirements, and completion and startup schedules. The scope of work, tasks, schedules, deliverables, and responsibilities for implementation of the Cx Plan shall be established. Information gathered from this meeting will allow the CA to update the Cx Plan, which shall also be distributed to all parties.

1.7.3.2 Miscellaneous Meetings

Other meetings will be planned and conducted by the CA as construction progresses. These meetings will cover coordination, deficiency resolution, and planning issues. These meetings shall be held monthly, until the final three months of construction when they shall be held weekly. Attendance by conference call is acceptable. Cx shall also be discussed in all weekly progress meetings.

1.8 RESPONSIBILITIES

The responsibilities of various parties in the Cx process are as specified. The COR and CA are not responsible for construction means, methods, job safety, or management function related to Cx on the job site.

1.8.1 CA Responsibilities

The CA is responsible for writing and verification of compliance with the Cx Plan and the preparation of Cx checklists and reports. This shall involve coordinating and directing the Cx activities in a logical, sequential, and efficient manner using consistent protocols and forms, centralized documentation, clear and regular communications and consultations with all necessary parties, frequently updated timelines and schedules, and technical expertise. All submittals applicable to systems being commissioned shall be reviewed and evaluated by the CA for compliance with Cx needs and the Contract documents. The CA shall ensure proper coordination and submission of all documents. During construction, the CA shall perform site visits as necessary to observe component and system installations; attend selected planning and job-site meetings to obtain information on construction progress (attendance by conference call is acceptable); review construction meeting minutes for potential revisions or substitutions related to the Cx process; and assist in resolving any discrepancies.

1.8.2 Contractor Responsibilities

The Contractor shall include and itemize the cost of Cx in the contract price, including but not limited to the cost of sheaves and belts that may be required by testing, adjusting, and balancing (TAB). In each purchase order or subcontract written, requirements for submittal data, Cx documentation, O&M data, and training shall be included. During construction, the Contractor shall maintain as-built red-line drawings for all drawings and final CAD as-builts for contractor-generated coordination drawings. These drawings shall be updated after completion of Cx (excluding deferred testing). See attached Commissioning Plan for additional Contractor responsibilities.

1.9 COMMISSIONING PLAN

The CA shall develop a Draft Cx Plan to identify how Cx activities will be integrated into general construction and trade activities. The Plan shall identify how Cx responsibilities are distributed. In the event of

SECTION 01 91 00.00 37 Page 11 conflict, attached Commissioning Plan will take precedence over the requirements stated in this section. The Cx Plan shall include the following components:

a. A brief overview of the Cx process, including goals, objectives, and general project information.

b. A list of systems to be commissioned.

c. Identification of Cx participants and responsibilities, including applicable excerpts from approved Construction Quality Control (CQC) Plan.

d. A description of the management, communication, and reporting of the Cx Plan.

e. An outline of the Cx process scope including:

1. Documentation of basis of design and design intent (prepared by DOR and obtained from the Government).

2. Startup and testing procedures, including sampling procedures and applicable excerpts from CQC Plan.

3. Observation procedures, highlighting the requirements for verification of the correct installation of all systems and including applicable excerpts from CQC Plan.

4. System performance verification.

5. Submittal review procedures, including applicable excerpts from CQC Plan.

6. O&M documentation describing the information to be provided to the Government as required by Section 01 78 23 OPERATION AND MAINTENANCE DATA. Provide copies of Section 01 78 23 OPERATION AND MAINTENANCE DATA to supplement the description.

7. Training activities, including applicable excerpts from CQC Plan.

8. Warranty period activities.

f. A list and description of the written work products, as specified in the paragraph Written Work Products.

g. An activity schedule.

h. A description of the rigor, scope, and procedures of testing and acceptance, including applicable excerpts from CQC Plan.

The Draft Cx Plan and schedule shall be submitted to the Contracting Officer before the scoping meeting. Within 30 days after the initial Cx scoping meeting the CA shall update and submit the Draft Cx Plan for Contracting Officer final review. The CA shall adjust the Draft Cx Plan as required and submit as the Final Cx Plan and schedule prior to commencement of work. The Final Cx Plan shall include specific scheduling of required testing procedures for commissioned equipment and systems.

Changes to the Cx test procedures and scheduling after approval of final

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Cx Plan during construction will be documented in the Cx Report.

1.10 COMMISSIONED EQUIPMENT DATA

The CA shall request in writing from the Contractor specific information needed about each piece of commissioned equipment or system to fulfill requirements of the Cx Plan, and shall review and evaluate this information for compliance with Cx needs, in accordance with this section and Section 01 33 00 SUBMITTAL PROCEDURES. This information shall include normal cut sheets; addenda; change orders; full details of any required testing; full factory testing reports, if any. In addition, the installation, startup, test procedures and checkout materials and the startup and checkout plan s that are shipped inside the equipment and the actual field checkout forms to be used by the factory or field technicians shall be submitted and reviewed by the CA. The CA may request further documentation as necessary for the Cx process. Any request for additional data shall be made through the Contracting Officer's Representative and prior to receipt of normal submittal data from equipment manufacturers.

This information is to be used in the Cx process prior to the regular formal O&M manual submittals, and shall be compiled and maintained in the O&M manuals and Systems Manual.

1.11 REPORTING

The CA shall provide Cx schedule and progress reports monthly to the Contracting Officer and Cx team, with increasing frequency as construction and Cx progress. Sample standard forms shall be provided and referenced in the Cx Plan. Testing or review approvals and nonconformance and deficiency reports shall be made regularly.

1.11.1 Final Cx Report

The CA shall compile a Final Cx Report focusing on evaluating Cx process issues, and provide two electronic copies to the Contracting Officer prior to final acceptance of the building within 30 days after completion of all FPTs. The report shall include an executive summary and shall summarize all of the tasks, findings, conclusions, and recommendations of the Cx process. A list of participants and roles, brief building description, overview of Cx and testing scope, and general description of testing and verification methods shall be included. The CA shall provide the following for each piece of equipment:

a. Assessment of how the equipment meets the specifications and design intent.

b. PFT checklists, start-up tests and FPT forms.

c. O&M documentation evaluation.

d. Operator training evaluation.

e. Assessment of the value of the Cx process.

Specifically list all outstanding nonconformance items. Each nonconformance issue shall be referenced to the specific item where the deficiency is documented. List any uncorrected compromises in the environmentally responsive features. List recommendations such as improvements to equipment or operations, future actions including testing justified by seasonal conditions, or Cx process changes. Include a brief

SECTION 01 91 00.00 37 Page 13 description of the verification method used and observations and conclusions from the testing of each piece of equipment. All acquired Cx documentation, including completed FPTs, logs, minutes, reports, deficiency lists, communications, findings, and unresolved issues, shall be compiled in appendices and provided with the Final Cx Report. A Commissioning Agent Certification Letter signed by the CA shall be included in the report, certifying the Cx Plan has been successfully executed and the design intent of the facility has been achieved.

1.11.2 Systems Manual

The CA shall develop an indexed systems manual to be submitted in electronic version with the Final Cx Report. The Systems Manual contains the following information, compiled into a single manual, regardless of repetition with the O&M manuals:

a. As-built sequences of operations for all equipment as provided by subcontractors, including time-of-day schedules and schedule frequency, control drawings , and detailed point listings with ranges and initial setpoints.

b. Ongoing operating instructions for all integrated building systems.

c. FPT results, blank test forms, and recommended schedule for ongoing testing.

d. Seasonal operational guidelines.

e. Recommendations for recalibration frequency of sensors and actuators by type and use.

f. Single line diagrams of each commissioned system.

g. Troubleshooting table for ongoing achievement of the design intent.

h. Guidelines for continuous maintenance of the design intent and basis of design.

i. Full warranty information for all commissioned equipment and systems.

PART 2 PRODUCTS

2.1 TEST EQUIPMENT

Equipment shall be maintained in good repair and operational condition throughout the duration of use on this project.

2.1.1 Equipment Provisions

The Contractor shall provide all test equipment necessary to perform startup and initial checkout and required FPT. Special equipment, tools and instruments available only from the vendor, specific to a piece of equipment, and required for testing equipment shall be turned over to the Government after testing has been completed, except for stand-alone data logging equipment. Data logging equipment and software required to test equipment shall not become the property of the Government.

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2.1.2 Equipment Calibration

The Contractor is responsible for testing equipment calibration. All testing equipment shall be of sufficient quality and accuracy to test and measure system performance within the tolerances specified. Unless otherwise noted, the following minimum requirements apply. Temperature sensors and digital thermometers shall have a certified calibration within the past year to an accuracy of 0.9 degrees F and a resolution of plus or minus 0.2 degrees F . Pressure sensors shall have an accuracy of plus or minus 2.0 percent of the value range being measured (not the full range of the meter) and have been calibrated within the last year. All equipment shall be calibrated according to the manufacturer's recommended intervals and when dropped or damaged. Calibration tags shall be affixed or certificates readily available. Calibration documentation of all testing equipment shall be turned in with each testing episode. Serial numbers of equipment and standards used for QC, zeroing, and calibration shall be included.

PART 3 EXECUTION

3.1 STARTUP AND PREFUNCTIONAL CHECKOUT

Each piece of equipment or system to be commissioned shall receive a full prefunctional checkout. No sampling strategies shall be used. Equipment shall not be temporarily started for Cx.

3.1.1 Responsibilities

The Contractor has startup responsibility and shall complete systems and subsystems so they are fully functional and meeting the design objectives of the Contract documents. Start-up of equipment shall not occur until PFT are completed and the checklists have been approved by the CA. The Cx procedures and FPT do not relieve or lessen this responsibility or shift that responsibility partially to the CA or the Government. Parties responsible for PFT execution and startup shall be identified in the Cx scoping meeting and in the PFT checklists.

3.1.2 PFT Checklists and Startup Plan

The Contractor shall assist the CA in developing the PFT checklists. The manufacturer and Contractor shall develop the detailed startup plans for all equipment. The primary role of the CA in this process is to ensure that there is written documentation that each of the manufacturer-recommended procedures have been completed.

3.1.2.1 PFT Checklists

The PFT checklists shall indicate required procedures to be executed to verify the systems are ready for start-up. The attached PFT checklists are preliminary checklists and shall be finalized by the CA 2 weeks minimum prior to PFTs being performed. The Contractor shall determine which trade is responsible for executing and documenting each of the line item tasks and note that trade on the PFT checklists. Each task may have more than one trade responsible for its execution.

3.1.2.2 Startup Plan

The Contractor shall develop the full startup plan and submit the plan to the CA for review and approval. The CA shall review and evaluate the

SECTION 01 91 00.00 37 Page 15 procedures and the procedure documentation format, noting any procedures that need to be revised or added. The plan shall contain a minimum of the following:

a. The manufacturer's standard written startup procedures copied from the installation manuals with check boxes by each procedure and a summary statement with a signature block added at the end.

b. The manufacturer's field checkout sheets.

3.1.3 Execution of PFTs

Two weeks prior to PFT, the Contractor shall schedule PFT activities with the Contracting Officer and CA. The Contractor shall execute the PFTs of all equipment and systems defined in the commissioning plan. The CA may attend the PFTs. The Contractor shall fill out the PFT checklists and submit the completed PFT checklists to the CA for review and approval.

3.1.4 Execution of Startup

Two weeks prior to startup, the Contractor shall schedule startup and checkout activities with the Contracting Officer and CA. Prior to start-up of all commissioned equipment the pre-functional checklists must be approved by the CA. The Contractor shall execute the start-up of all equipment and systems defined in the commissioning plan. The Contractor shall provide skilled technicians to execute starting of equipment and shall ensure that they are available and present during the agreed upon schedules and for sufficient duration to complete the necessary tests, adjustments, and problem-solving. The CA may attend the startup.

3.1.4.1 Startup Documentation

After startup completion, the Contractor shall provide the CA with a signed and dated copy of the completed startup checklists . Only individuals that have direct knowledge and witnessed that a line item task of the startup was actually performed shall initial or check that item off. Witnessing supervisors shall not fill out these forms.

3.1.5 Nonconformance and Approval in PFT Checklists and Startup

The Contractor shall clearly list any outstanding items of the startup and PFT procedures that were not completed successfully at the bottom of the applicable checklist or on an attached sheet. The completed checklist and any outstanding deficiencies shall be provided to the Contracting Officer and the CA within 2 days of test completion. The CA shall review the report and submit either a nonconformance report or an approval form to the Contracting Officer. The Contractor shall correct all areas that are deficient or incomplete in the checklists and tests in a timely manner, and shall notify the CA as soon as outstanding items have been corrected and resubmit an updated report and a Statement of Correction on the original nonconformance report. When satisfactorily completed, the CA shall recommend approval of the execution of the PFTs and startup of each system to the Contracting Officer using a standard form. Contractor shall notify CA 2 weeks minimum prior to any re-inspection and get approval from the CA prior to starting re-inspection.

3.2 SENSOR AND ACTUATOR CALIBRATION

Contractor shall calibrate all field-installed temperature, relative

SECTION 01 91 00.00 37 Page 16 humidity, CO2 and pressure sensors and gages, and actuators (dampers and valves) on all equipment. Test instruments shall have had a certified calibration within the last 12 months. Sensors installed in the unit at the factory with calibration certification provided need not be field calibrated. Procedures used shall be fully documented on the PFT checklists or other suitable forms, along with written calibration documentation of initial, intermediate and final results.

3.2.1 Calibration Methods

Alternate methods may be used, if approved by the Government beforehand.

3.2.1.1 All Sensors

The Contractor shall verify that all sensor locations are appropriate and away from causes of erratic operation. Verify that sensors with shielded cables are grounded only at one end. For sensor pairs that are used to determine a temperature or pressure difference, verify they are reading within 0.4 degrees F of each other for temperature and within a tolerance of each other equal to two percent of the reading for pressure. Tolerances for critical applications may be tighter.

3.2.1.2 Sensors Without Transmitters

The Contractor shall make a reading with a calibrated test instrument within 6 inches of the site sensor. Verify that the sensor reading (via the permanent thermostat, gage, or building automation system (BAS)) is within the tolerances listed in the table below in paragraph Tolerances, Standard Applications of the instrument-measured value. If not, install offset in BAS, calibrate, or replace sensor.

3.2.1.3 Sensors With Transmitters

The Contractor shall disconnect sensor. Connect a signal generator in place of sensor. Connect ammeter in series between transmitter and BAS control panel. Using manufacturer's resistance-temperature data, simulate minimum desired temperature. Adjust transmitter potentiometer zero until 4 mA is read by the ammeter. Repeat for the maximum temperature matching 20 mA to the potentiometer span or maximum and verify at the BAS. Record all values and recalibrate controller as necessary to conform with specified control ramps, reset schedules, proportional relationship, reset relationship, and P/I reaction. Reconnect sensor. Make a reading with a calibrated test instrument within 6 inches of the site sensor. Verify that the sensor reading (via the permanent thermostat, gage, or BAS) is within the tolerances listed in the table below in paragraph Tolerances, Standard Applications of the instrument-measured value. If not, replace sensor and repeat. For pressure sensors, perform a similar process with a suitable signal generator.

3.2.2 Tolerances, Standard Applications

Sensor Required Tolerance (+/-) Cooling coil, chilled and condenser water temps 0.7 F Flow rates, water 4% of design Relative humidity 4% of design AHU wet bulb or dew point 3.6 F Combustion flue temps 9.0 F Hot water coil and boiler water temp 2.7 F Oxygen or CO2 monitor 0.1% pts

SECTION 01 91 00.00 37 Page 17

Outside air, space air, duct air temps 0.7 F CO monitor 0.01% pts Watt-hour, voltage & amperage 1% of design Natural gas and oil flow rate 1% of design Pressures, air, water and gas 3% of design Steam flow rate 3% of design Flow rates, air 10% of design Barometric pressure 1.0 inch of Hg

3.2.3 Valve and Damper Stroke Setup and Check

3.2.3.1 EMS Readout

For all damper actuator positions checked, the Contractor shall verify the actual position against the BAS readout. Set pumps or fans to normal operating mode. Command damper closed, visually verify that damper is closed and adjust output zero signal as required. Command damper open, verify position is full open and adjust output signal as required.

Command damper to three intermediate positions. If actual damper position does not reasonably correspond, replace actuator.

3.3 CONTROLS

Controls shall be tested and verified after PFT and startup and after sensor and actuator calibration. The Contractor shall be responsible for Cx activities related to controls. Before initial startup, the Contractor shall gather and review the current control sequences and interlocks and with the CA write detailed testing procedures. Controls contractor shall perform functional performance tests with CA directing and witnessing the tests. Controls contractor shall provide their controls proprietary software for the CA and TAB contractor to install on their computers so they are capable of controllong and viewing the control system.

3.4 TAB

TAB shall be completed after controls are tested, checked out, and adjusted. The Contractor shall be responsible for TAB preparation and activities, as specified in Section 23 05 93 TESTING, ADJUSTING, AND BALANCING FOR HVAC. All TAB submittals indicated in Section 23 05 93 TESTING, ADJUSTING, AND BALANCING FOR HVAC shall be reviewed and approved by the CA. TAB will be present during functional performance tests for all equipment groups in quantities as indicated in Section 23 05 93 TESTING, ADJUSTING AND BALANCING FOR HVAC, paragraphs "Tab Field Acceptance Testing" and "Additional COTR TAB Field Acceptance Testing".

3.5 LIGHTING AND LIGHTING CONTROL SYSTEMS

3.5.1 General

Commissioning of lighting and lighting control systems shall comply with commissioning procedures of the Lighting Controls Association (LCA), available online at http://www.aboutlightingcontrols.org/education.

Commissioning of lighting and lighting control systems shall not begin until the building envelope is enclosed; ceiling tiles, floor coverings, and window coverings are in place; lamps have completed a minimum 100-hour burn-in period; and the furniture is in place. 100 percent% of spaces shall be commissioned.

SECTION 01 91 00.00 37 Page 18

3.5.2 Performance Parameters and Commissioning Procedures

3.5.2.1 Lighting Controls

a. Lighting control commissioning shall verify that sensor type, quantity, placement, aiming, sensitivity, and time delay match the requirements of Section 26 51 00 INTERIOR LIGHTING.

b. Sensor delays shall be set to 15 minutes in classrooms and 10 minutes elsewhere, except wall-mounted sensor switches in small non-toilet spaces shall be set for 5 minutes.

c. Controlled spaces with automatic-on/automatic off controls shall detect an entering occupant within 3 feet of doorway and within 1 second of entry.

d. Controlled spaces with manual-on/automatic off controls shall operate as indicated.

e. Controlled spaces shall be tested for walking motion to verify the LED indicator lights on sensors detect properly. Lighting may be on for this test.

f. Controlled office, classroom, and conference room spaces shall be tested for hand motion to verify the LED indicator lights on sensors detect properly. Lighting may be on for this test.

g. Controlled spaces shall be tested for 100 percent occupancy sensor coverage.

h. Testing shall verify lighting within a controlled space is not triggered on by movement in adjacent work or traffic areas.

3.5.2.2 Lighting Control Panels

a. Verify channels are programmed as indicated on the Contract Drawings.

b. Verify channels are assigned to rooms/spaces as indicated on the Contract Drawings.

c. Verify auxiliary controls (e.g.,sensors and switches) operate as indicated on the Contract Drawings.

d. Verify auxiliary switch type, quantity, and placement.

e. Verify programming is PC-based and the software is installed and functional.

f. Verify system warns occupants prior to sweeping off.

g. Verify switch override time duration.

h. Verify programming is not lost upon power failure.

i. Verify the lighting control panel communicates with the basewide energy system via the LonWorks BAS.

SECTION 01 91 00.00 37 Page 19

3.5.2.3 Exterior Lighting Photo Sensors

a. Test the photo sensor controls for exterior lights during the daytime when conditions are such that controls should be turning off electric lighting.

b. Verify that the fixture turns off during the daytime.

c. Verify that the fixture turns on when the photo sensor is completely covered.

d. Verify that the photo sensor is in an appropriate location for the lights being controlled and is not affected by direct sunlight or obstructions in a way that causes incorrect operation.

3.5.2.4 Dimming

Verify dimming in spaces with removable partitions operate autonomously when partitions are in place and operate together when partitions are removed.

3.6 AIR BARRIER SYSTEM

Air barrier system quality control, performance and testing requirements are as specified in Section 07 05 23 PRESSURE TESTING AN AIR BARRIER SYSTEM FOR AIR TIGHTNESS and Section 07 27 10.00 10 BUILDING AIR BARRIER SYSTEM. The Contractor shall prepare testing plans and checklists and coordinate them with CA.

3.7 FUNCTIONAL PERFORMANCE TESTING

The Contractor shall provide FPT of all commissioned equipment and systems. The CA shall direct, witness, and document the FPT of all HVAC equipment and systems and a sampling of all other equipment and systems.

Sampling shall be in accordance with ASHRAE Guideline O. The Contractor shall document the FPT of all equipment and systems that are not witnessed by the CA. The Contractor shall notify the CA and the COR a minimum of 2 weeks prior to start of functional tests and shall get approval from the CA prior to starting functional tests. Contractor shall also provide filled out functional test readiness forms prior to functional tests for approval. Attached FPT forms are preliminary test procedure forms and will be finalized by the CA 2 weeks minimum prior to FPTs being performed. The Contractor shall execute the tests with skilled technicians provided under the direction of the CA. Systems shall be tested under all modes of operation (seasonal, occupied, unoccupied, warm-up, cool-down, full range of part- and full-load) and under abnormal modes and conditions (power failure, interlocks with other equipment, alarms, no flow, equipment failure). The Contractor shall verify that systems are run through all the building control system's sequences of operation, and components shall be verified to be responding as the sequences state. Systems shall not leak. The Contractor shall assist the CA to develop the FPT procedures in a sequential written form, and coordinate, oversee, and document the actual testing.

3.7.1 Development of Test Procedures

Before test procedures are completed, the Contractor shall provide to the CA all requested documentation regarding equipment sequence of operation and testing procedures, including procedures for equipment installed by factory

SECTION 01 91 00.00 37 Page 20 representatives and a current list of change orders affecting equipment or systems. The change orders shall include an updated points list, program code, control sequences, and parameters. Using the testing parameters and requirements found in the technical sections of commissioned equipment and systems the CA shall develop specific test procedures and forms to verify and document proper operation of each piece of equipment and system. The Contractor shall assist the CA in clarifying the operation and control of commissioned equipment in areas where the specifications, control drawings, or equipment documentation is not sufficient for writing detailed testing procedures. Prior to execution, the CA shall provide the test procedures to the Contractor for review. The Contractor shall review to verify the test procedures for feasibility with installed equipment and programmed sequence of operation. The test procedure forms shall include the following, at a minimum:

a. System and equipment or component name(s) and configuration(s).

b. Equipment location and ID number.

c. Unique test ID number, and reference to unique PFT checklist and startup documentation ID numbers.

d. Date.

e. Project name.

f. Participating parties.

g. A copy of the section describing the test requirements.

h. A copy of the specific sequence of operations or other specified parameters being verified.

i. Formulas used in any calculations.

j. Required pre-test field measurements.

k. Instructions for setting up the test, including special cautions, alarm limits, or other equipment-specific information.

l. Specific step-by-step procedures to execute the test in a clear, sequential, and repeatable format.

m. Acceptance criteria of proper performance with a Yes / No check box to allow for clear marking of whether or not proper performance of each part of the test was achieved.

n. A section for comments.

o. Signature and date blocks for the CA, Contractor, and Contracting Officer.

3.7.2 Test Methods

3.7.2.1 Functional Performance

FPT and verification shall be achieved by manual testing or by monitoring the performance and analyzing the results using the energy management control system's trend log capabilities or by stand-alone data loggers. A combination of methods may be required to test the complete sequence of operations. The Contractor and CA shall determine which method, or combination of methods, is most appropriate for tests that do not have a method specified. The Contractor shall provide FPT of commissioned equipment and systems.