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L_ .......i'— , t I 11>G I T- ll,,lm I - j ......... ___7_R DIr D, F �1' m m 41— Fr fi C - --I-° ............ - __ D� I D E II , E o D E II kL D F.,D ...A........ .. 77 ........... .... ...... ........... ........... .......... 1-0 IP J_2L I de I I 1 I 4 p 8 In ij In 8 r m 15 IF 1V ..................................... .............................. 1 Is fn a- m-I cf) P m cn 2ag lo o m 11 1z ca 2 .......................... ........... ........... BARG •IANN IIENDRIE + ARCHETYPE, INC. Architecture Planning Interior Design 300 A Street 617 350 0450 tel bha @bhplus.com Boston,MA 02210-1710 617 350 0215 fax www.bhplus.com BUILDING ADDENDUM! NO. 3 date: November 19,2009 project: Kollmorgen Electro-Optical Northampton,MA prepared by: Bergmann Hendrie+Archetype,Inc. 300 A Street Boston, MA 02210-1710 tel: 617-350-0450 fax: 617-350-0215 to: Plan Holders This Addendum forms part of the Contract Documents and modifies the original Bidding Documents dated October 30,2009,as noted below. Modifications to Drawings Drawing Clarification: Refer to A201 for exterior window locations. See attached S201 for additional information. Allowance Clarification: Carpet allowance indicated in the specifications is to provide and install. Addendum #2 Clarification: Addendum #2 references SKP-8, SKP-9 and SKP-10. Delete this reference from Addendum#2. Architectural Column Dimension Clarification: • Dimension between Col.0 and 0.2=10'-0" • Dimension between Col.0.2 and 1 =40'-0" Drawing 11A030 • Keyed Note#5 shall also pertain to column E-5 • Keyed Note#1 refers to the painting of steel outriggers for crane support. The size of these members and their length is depicted on the structural steel drawings. Drawing A101A • BL-1:4' wide x 5' high hollow metal frame (2")with frame profile to match hollow metal door frame, throat dimension per wall type. Frame to have removable stops to allow installation of 3/8" thick tempered glass. Frame to be field painted. • BL-2:3'wide x 3'-4"'high hollow metal frame(2")with frame profile to match hollow metal door frame similar to detail 5/A600. Frame to have removable stops to allow installation of 3/8" thick Lexan. Frame to be field painted. P:\2883_kollmorgen\cadminWddenda\Building\Addendum#3\Building Addendum3.dcc KOLLMORGEN ELECTRO-OPTICAL BH+A Project No.2883 Northampton, MA 4. At one of the training sessions, the CA presents a presentation discussing the use of the blank functional test forms for re-commissioning equipment. 5. The mechanical design engineer shall at the first training session present the overall system design concept and the design concept of each equipment section. This presentation shall include a review of all systems using the simplified system schematics (one-line drawings) including chilled water systems, heating systems, supply air systems, exhaust system and outside air strategies. 3.10 DEFERRED TESTING A. Unforeseen Deferred Tests: If any check or test cannot be completed due to the building structure, required occupancy condition or other deficiency, execution of checklists and functional testing may be delayed upon approval of the PM. These tests will be conducted in the same manner as the seasonal tests as soon as possible. Services of necessary parties will be negotiated. B. Seasonal Testing: During the warranty period, seasonal testing if required, shall be completed as part of this contract. The CA shall coordinate this activity through the CM. The appropriate Functional Performance Tests will be executed and documented. A supplemental report will be completed by the CA and forwarded to the CM and Owner. 3.11 WRITTEN WORK PRODUCTS A. The commissioning process generates a number of written work products described in various parts of the Specifications. The Commissioning Plan—Construction Phase, lists all the formal written work products, describes briefly their contents, who is responsible to create them, their due dates, who receives and approves them and the location of the specification to create them. In summary, the written products are: Product Developed By 1. Final commissioning plan CA 2. Cx Meeting minutes CA 3. Commissioning schedules CM with CA 4. Equipment documentation submittals Subs 5. Sequence clarifications Subs and A/E as needed 5. Prefunctional checklists Subs 6. Startup and initial checkout plan Subs 7. Startup and initial checkout forms filled out Subs 8. Final TAB report TAB 9. Issues log (Action List) CA 10. Functional test forms CA 11. Completed functional tests CA 12. O&M manuals Subs. 13. Overall training plan CM &Subs 14. Specific training agendas Subs 15. Final commissioning report CA g:\projects\2009-boston\a0112-003.00\specifications\commissioning specification.doc MECHANICAL/ELECTRICAL SYSTEM COMMISSIONING 01 91 00 -23 KOLLMORGEN ELECTRO-OPTICAL BH+A Project No. 288' MA Tab 02 System Type 2......repeat as per System 1 2, Final Report Details. The final commissioning report shall include an executive summary, list of participants and roles, brief building description, overview of commissioning and testing scope and a general description of testing and verification methods. For each piece of commissioned equipment, the report should contain the disposition of the commissioning authority regarding the adequacy of the equipment, documentation and training meeting the contract documents in the following areas: 1) Equipment meeting the equipment specifications, 2) Equipment installation, 3) Functional performance and efficiency, 4) Equipment documentation and design intent, and 5) Operator training. All outstanding non- compliance items shall be specifically listed. Recommendations for improvement to equipment or operations, future actions, commissioning process changes, etc. shall also be listed. Each non-compliance issue shall be referenced to the specific functional test, inspection, trend log, etc. where the deficiency is documented. The functional performance and efficiency section for each piece of equipment shall include a brief description of the verification method used (manual testing, BAS trend logs, data loggers, etc.) and include observations and conclusions from the testing. 3. Other documentation will be retained by the CA. 3.09 TRAINING OF OWNER PERSONNEL A. The CM is responsible for training coordination and scheduling, and ultimately for ensuring that all training is completed. B. The CA is responsible for coordinating the training through the CM verifying completeness in compliance with the Contract Documents. 1. The CA shall interview the facility manager and lead engineer to determine the special needs and areas where training will be most valuable. The Owner and CA shall decide how rigorous the training should be for each piece of commissioned equipment. The CA shall communicate the results to the Subs and vendors who have training responsibilities,through the CM. 2. Each Sub and vendor responsible for training will submit a written training plan to the CA, through the CM,for review and prior to training. The plan will cover the following elements: a. Equipment(included in training) b. Intended audience. C. Location of Training. d. Objectives. e. Subjects covered and approximate time devoted to each. f. Qualified instructor. g. Method/Type of instruction, i.e., classroom, video, walk through, operational demonstrations,written materials, etc. 3. The CA reviews the overall training plan and coordinates schedules, with the CM, for the commissioned systems. The CA develops criteria for determining that the training was satisfactorily completed, including attending some of the training, etc. The CA recommends approval of the training to the CM. The CM shall approve the final training plan. MECHANICAUELECTRICAL SYSTEM COMMISSIONING 01 91 00 -22 KOLLMORGEN ELECTRO-OPTICAL BH+A Project No. 2883 Northampton,MA 4. Two examples of the proposed solution will be installed by the Contractor and the CM will be allowed to test the installations for up to one week, upon which the CM or PM will decide whether to accept the solution. 5. Upon acceptance, the Contractor and/or manufacturer shall replace or repair all identical items, at their expense and extend the warranty accordingly, if the original equipment warranty had begun. The replacement/repair work shall proceed with reasonable speed beginning within one week from when parts can be obtained. D. Approval. The CA notes each satisfactorily demonstrated function on the test form. Formal approval of the functional test is made later after review by the CA, A/E, the CM, if necessary. The CA recommends acceptance of each test to the CM using a standard form. The CM gives final approval on each test using the same form, providing a signed copy to the CA and the Contractor. 3.08 OPERATION AND MAINTENANCE MANUALS A. Standard O&M Manuals. 1. The specific content and format requirements for the standard O&M manuals are detailed in the appropriate sections of the Contract Documents. 2. A/E Contribution. The A/E will include in the beginning of the O&M manuals a separate section describing the systems including: a. The design intent narrative prepared by the A/E and provided as part of the bid documents, updated to as-built status by the A/E. b. Simplified professionally drawn single line system. 3. CA Review: Prior to substantial completion, the CA shall review the O&M manuals, documentation and redline as-builds for systems that were commissioned and to verify compliance with the Specifications. The CA will communicate deficiencies in the manuals to the CM, PM or A/E, as requested. Upon a successful review of the corrections, the CA recommends approval and acceptance of these sections of the O&M manuals to the CM, PM or A/E. The CA also reviews each equipment warranty and verifies that all requirements to keep the warranty valid are clearly stated. This review does not supersede the CM's responsibility and A/E's review of the O&M manuals in accordance with their respective contracts. B. Commissioning Record in O&M Manuals. 1. The CA is responsible to compile, organize and index the following commissioning data by equipment into labeled, indexed and tabbed, three-ring binders and deliver it to the CM, to be included with the O&M manuals. Three copies of the manuals will be provided. The format of the manuals shall be: Tab 1-1 Commissioning Plan Tab 1-2 Final Commissioning Report(see(B.2) below) Tab 01 System Type 1 (chiller system, packaged unit, boiler system, etc.) Sub-Tab A Design narrative and criteria, sequences,approvals for Equipment 1 Sub-Tab B Startup plan and report, approvals, corrections, blank prefunctional checklists Colored Separator Sheets—for each equipment type(fans, pumps,chiller, etc.) Sub-Tab C Functional tests (completed), trending and analysis, approvals and corrections, training plan, record and approvals, blank functional test forms and a recommended recommissioning schedule. MECHANICAL/ELECTRICAL SYSTEM COMMISSIONING 01 91 00 -21 KOLLMORGEN ELECTRO-OPTICAL BH+A Project No.2883 Northampton,MA certifying that the equipment is ready to be retested and sends it back to the CA. (2) The CA reschedules the test and the test is repeated (Reference 3.7, B.5 below). b. If there is a dispute about a deficiency, regarding whether it is a deficiency or who is responsible: (1) The deficiency shall be documented on the non-compliance form with the Sub's response and a copy given to the CM/GC. 2) Resolutions are made at the lowest management level possible. Other parties are brought into the discussions as needed. Final interpretive authority is with the A/E. Final acceptance authority is with the Owner's Project Manager and CM. 3) The CA documents the resolution process. 4) Once the interpretation and resolution have been decided, the appropriate party corrects the deficiency, signs the statement of correction on the non- compliance form and provides it to the CA, through the CM. The CA reschedules the test and the test is repeated until satisfactory performance is achieved. 5. Cost of Retesting: Cost for Retesting shall be determined by and be the responsibility of the CM. 6. The Contractor shall respond in writing to the CA and CM at least as often as commissioning meetings are being scheduled concerning the status of each apparent outstanding discrepancy identified during commissioning. Discussion shall cover explanations of any disagreements and proposals for their resolution. 7. The CA retains the original non-conformance forms until the end of the project. 8. Any required retesting by any contractor shall not be considered a justified reason for a claim of delay or for a time extension by the prime contractor. C. Failure Due to Manufacturer Defect. If 10%, or three, whichever is greater, of identical pieces (size alone does not constitute a difference) of equipment fail to perform to the Contract Documents (mechanically or substantively) due to manufacturing defect, not allowing it to meet its submitted performance spec, all identical units may be considered unacceptable by the CM or PM. In such case,the Contractor shall provide the Owner with the following: 1. Within one week of notification from the CM or PM, the Contractor or manufacturer's representative shall examine all other identical units making a record of the findings. The findings shall be provided to the CM or PM within two weeks of the original notice. 2. Within two weeks of the original notification, the Contractor or manufacturer shall provide a signed and dated,written explanation of the problem, cause of failures, etc. and all proposed solutions which shall include full equipment submittals. The proposed solutions shall not significantly exceed the specification requirements of the original installation. 3. The CM or PM will determine whether a replacement of all identical units or a repair is acceptable. MECHANICAL/ELECTRICAL SYSTEM COMMISSIONING 01 91 00 -20 KOLLMORGEN ELECTRO-OPTICAL BH+A Project No.288'3 Northampton,MA d. If at any point, frequent failures are occurring and testing is becoming more troubleshooting than verification, the CA may stop the testing and notify the CM to require the responsible Sub to perform and document a checkout of the remaining units, prior to continuing with functionally testing the remaining units. H. Coordination and Scheduling: The Subs shall provide sufficient notice to the CA regarding their completion schedule for the prefunctional checklists and startup of all equipment and systems. The CA will schedule functional tests through the CM. The CA shall direct, witness and document the functional testing of all equipment and systems. The Subs shall execute the tests. 1. In general, functional testing is conducted after prefunctional testing and startup has been satisfactorily completed. The control system check out/testing required for the TAB work shall be the responsibility of the controls and TAB contractor. The air balancing and water balancing is completed and debugged before functional testing of air-related or water- related equipment or systems. Testing proceeds from components to subsystems to systems. When the proper performance of all interacting individual systems has been achieved,the interface or coordinated responses between systems is checked. i. Problem Solving. The CA will suggest solutions to problems found, however the burden of responsibility to solve, correct and retest problems is with the CM, Subs and A/E. 3.07 DOCUMENTATION, NON-CONFORMANCE AND APPROVAL OF TESTS A. Documentation. The CA shall witness and document the results of all functional performance tests using the specific procedural forms developed for that purpose. Prior to testing, these forms are provided to the CM for review and approval and to the Subs for review. The CA will include the filled out forms in the final Commissioning report and as a supplement package to the O&M manuals. B. Non-Conformance. 1. The CA will record the results of the functional test on the procedure or test form. All deficiencies or non-conformance issues shall be noted and reported to the CM on a standard non-compliance form (Commissioning Action List). 2. Corrections of minor deficiencies identified may be made during the tests at the discretion of the CA. In such cases the deficiency and resolution will be documented on the procedure form. 3. Every effort will be made to expedite the testing process and minimize unnecessary delays, while not compromising the integrity of the procedures. However, the CA will not be pressured into overlooking deficient work or loosening acceptance criteria to satisfy scheduling or cost issues, unless there is an overriding reason to do so at the request of the CM. 4. As tests progress and a deficiency is identified, the CA discusses the issue with the executing contractor. a. When there is no dispute on the deficiency and the Sub accepts responsibility to correct it: (1) The CA documents the deficiency and the Sub's response and intentions and they go on to another test or sequence. After the day's work, the CA submits the non-compliance reports to the CM for signature, if required. A copy is provided to the Sub and CA. The Sub corrects the deficiency, signs the statement of correction at the bottom of the non-compliance form MECHANICAL/ELECTRICAL SYSTEM COMMISSIONING 01 91 00 -19 KOLLMORGEN ELECTRO-OPTICAL BH+A Project No.2883 Northampton,MA 2. Simulated Conditions. Simulating conditions shall be allowed, though timing the testing to experience actual conditions is encouraged wherever practical. 3. Overwritten Values: Overwriting sensor values to simulate a condition, such as overwriting the outside air temperature reading in a control system to be something other than it really is, shall be allowed, but shall be used with caution and avoided when possible. Such testing methods often can only test a part of a system, as the interactions and responses of other systems will be erroneous or not applicable. Simulating a condition is preferable, e.g., for the above case, by heating the outside air sensor with a hair dryer rather than overwriting the value or by altering the appropriate setpoint to see the desired response. Before simulating conditions or overwriting values, sensors, transducers and devices shall have been calibrated. 4. Simulated Signals: Using a signal generator which creates a simulated signal to test and calibrate transducers and DDC constants is generally recommended over using the sensor to act as the signal generator via simulated conditions or overwritten values. 5. Altering Setpoints: Rather than overwriting sensor values, and when simulating conditions is difficult, altering setpoints to test a sequence is acceptable. For example, to see the AC compressor lockout work at an outside air temperature below 55°F, when the outside air temperature is above 557, temporarily change the lockout setpoint to be 2°F above the current outside air temperature. 6. Indirect Indicators: Relying on indirect indicators for responses or performance shall be allowed only after visually and directly verifying and documenting, over the range of the tested parameters, that the indirect readings through the control system represent actual conditions and responses. Much of this verification is completed during prefunctional testing. 7. Setup: Each function and test shall be performed under conditions that simulate actual conditions as close as is practically possible. The Sub executing the test shall provide all necessary materials, system modifications, etc. to produce the necessary flows, pressures, temperatures, etc. necessary to execute the test according to the specified conditions. At completion of the test,the Sub shall return all affected building equipment and systems, due to these temporary modifications,to their pre-test condition. 8. Sampling: Multiple identical pieces of non-life-safety or otherwise non-critical equipment may be functionally tested using a sampling strategy. Significant application differences and significant sequence of operation differences in otherwise identical equipment invalidates their common identity. It is noted that no sampling by Subs is allowed in prefunctional checklist execution. The example below describes a 20%Sampling-10% Failure Rule. a. Randomly test at least 20% of each group of identical equipment. In no case test less than three units in each group. This 20%, or three, constitute the"first sample." b. If 10% of the units in the first sample fail the functional performance tests,test another 20%of the group(the second sample). C. If 10% of the units in the second sample fail, test all remaining units in the whole group. MECHANICAL/ELECTRICAL SYSTEM COMMISSIONING 01 91 00 -18 KOLLMORGEN ELECTRO-OPTICAL BH+A Project No. 2883 Northampton, MA including an updated points list, program code, control sequences and parameters. Using the testing parameters and requirements the appropriate sections of the Contract Documents, the CA shall develop specific test procedures and forms to verify and document proper operation of each piece of equipment and system. Each Sub or vendor responsible to execute a test, shall provide limited assistance to the CA in developing the procedures review (answering questions about equipment, operation, sequences, etc.). Prior to execution, the CA shall provide a copy of the test procedures to the Sub(s) through the CM who shall review the tests for feasibility, safety, equipment and warranty protection. The CA may submit the tests to the A/E for review, if requested. E. The purpose of any given specific test is to verify and document compliance with the stated criteria of acceptance given on the test form as developed based on the Contract Documents. F. The test procedure forms developed by the CA shall include (but not be limited to) the following information, if applicable: 1. System and equipment or component name(s). 2. Equipment location and ID number. 3. Unique test ID number, and reference to unique prefunctional checklist and start-up documentation ID numbers for the piece of equipment. 4. Date. 5. Project name. 6. Participating parties. 7. A copy of the specific sequence of operations or other specified parameters being verified. 8. Formulas used in any calculations. 9. Required pre-test field measurements 10. Instructions for setting up the test. 11. Special cautions, alarm limits, etc. 12. Specific step-by-step procedures to execute the test, in a clear, sequential and repeatable format. 13. Acceptance criteria of proper performance with a Yes / No check box to allow for clearly marking whether or not proper performance of each part of the test was achieved. 14. A section for comments. 15. Signatures and date block for the CA. G. Test Methods 1. Functional performance testing and verification may be achieved by: 1) manual testing (persons manipulate the equipment and observe performance); 2) utilizing the control system by implementing a required control action and witnessing the subsequent equipment or system reaction; or 3) monitoring the performance and analyzing the results using the control system's trend log capabilities or by stand-alone data loggers. The CA will determine which method is most appropriate for tests that do not have a method specified. MECHANICAL/ELECTRICAL SYSTEM COMMISSIONING 01 91 00 -17 KOLLMORGEN ELECTRO-OPTICAL BH+A Project No.288' MA 3. For lower-level components of equipment, (e.g., VAV boxes, sensors, controllers), the CA shall observe a sampling of the prefunctional and start-up procedures. The sampling procedures are identified in the commissioning plan. 4. The Subs and vendors shall execute startup and provide the CA with a signed and dated copy of the completed start-up and prefunctional tests and checklists. 5. Only individuals that have direct knowledge and witnessed that a line item task on the prefunctional checklist was actually performed shall initial or check that item off. It is not acceptable for witnessing supervisors to fill out these forms. F. Deficiencies, Non-Conformance and Approval in Checklists and Startup. 1. The Subs shall clearly list any outstanding items of the initial start-up and prefunctional procedures that were not completed successfully, at the bottom of the procedures form or on an attached sheet. The procedures form and any outstanding deficiencies are provided to the CA within two days of test completion. 2. The CA reviews the report and submits either a non-compliance report or an approval form to the Sub or CM. The CA shall work with the Subs and vendors through the CM to correct and retest deficiencies or uncompleted items. The installing Subs or vendors shall correct all areas that are deficient or incomplete in the checklists and tests in a timely manner, and shall notify the CM as soon as outstanding items have been corrected and resubmit an updated start-up report and a Statement of Correction on the original non-compliance report. When satisfactorily completed, the CA recommends approval of the execution of the checklists and startup of each system to the CM using a standard form. 3. Items left incomplete, which later cause deficiencies or delays during functional testing may result in back charges to the responsible party to be determined by the CM. Refer to Part 3.7 herein for details. 3.05 PHASED COMMISSIONING A. If the project requires startup and initial checkout to be executed in phases, this phasing will be planned and scheduled in a coordination meeting of the CA, CM, mechanical, TAB and controls contractor. Results will be added to the master and commissioning schedules. 3.06 FUNCTIONAL PERFORMANCE TESTING A. This sub-section applies to all commissioning functional testing for all divisions. B. Objectives and Scope: The objective of functional performance testing is to demonstrate that each system is operating according to the documented design intent and Contract Documents. Functional testing facilitates bringing the systems from a state of substantial completion to full dynamic operation. Additionally, during the testing process, areas of deficient performance are identified and corrected, improving the operation and functioning of the systems. C. In general, each system should be operated through all modes of operation (seasonal, occupied, unoccupied, warm-up, cool-down, part- and full-load) where there is a specified system response. Verifying each sequence in the sequences of operation is required. Proper responses to such modes and conditions as power failure, freeze condition, low oil pressure, no flow, equipment failure, etc. shall also be tested. Specific modes required in this project are specified in the appropriate sections of the Contract Documents. D. Development of Test Procedures: Before test procedures are written, the CA shall obtain all requested documentation and a current list of change orders affecting equipment or systems, MECHANICAL/ELECTRICAL SYSTEM COMMISSIONING 01 91 00 -16 KOLLMORGEN ELECTRO-OPTICAL BH+A Project No. 2883 Northampton,MA reading (via the permanent thermostat, gage or building automation system (BAS)) is within the tolerances in the table below of the instrument-measured value. If not, install offset in BAS,calibrate or replace sensor. C. Sensors With Transmitters--Standard Application: 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/1 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 building automation system(BAS)) is within the tolerances in the table below of the instrument-measured value. If not, replace sensor and repeat. For pressure sensors,perform a similar process with a suitable signal generator. 3. Valve and Damper Stroke Setup and Check a. EMS Readout. For all valve and damper actuator positions checked, verify the actual position against the BAS readout. Set pumps or fans to normal operating mode. Command valve or damper closed, visually verify that valve or damper is closed and adjust output zero signal as required. Command valve or damper open, verify position is full open and adjust output signal as required. Command valve or damper to a few intermediate positions. If actual valve or damper position doesn't reasonably correspond, replace actuator or add pilot positioner(for pneumatics). b. Closure for heating coil valves (NO): Set heating setpoint 20°F above room temperature. Observe valve open. Remove control air or power from the valve and verify that the valve stem and actuator position do not change. Restore to normal. Set heating setpoint to 20°F below room temperature. Observe the valve close. For pneumatics, by override in the EMS, increase pressure to valve by 3 psi (do not exceed actuator pressure rating) and verify valve stem and actuator position does not change. Restore to normal. C. Closure for cooling coil valves (NC): Set cooling setpoint 20°F above room temperature. Observe the valve close. Remove control air or power from the valve and verify that the valve stem and actuator position do not change. Restore to normal. Set cooling setpoint to 20°F below room temperature. Observe valve open. For pneumatics, by override in the EMS, increase pressure to valve by 3 psi (do not exceed actuator pressure rating) and verify valve stem and actuator position does not change. Restore to normal. E. Execution of Prefunctional Checklists and Startup. 1. Four weeks prior to startup, the Subs and vendors schedule startup and checkout with the CM. The performance of the prefunctional checklists, startup and checkout are directed and executed by the Sub or vendor. When checking off prefunctional checklists, signatures may be required of other Subs for verification of completion of their work. 2. The CA shall observe, at minimum, the procedures for each piece of primary equipment, unless there are multiple units, (in which case a sampling strategy may be used as approved by the CM). In no case will the number of units witnessed be less than four on any one building, nor less than 20%of the total number of identical or very similar units. MECHANICAL/ELECTRICAL SYSTEM COMMISSIONING 01 91 00 - 15 KOLLMORGEN ELECTRO-OPTICAL BH+A Project No. 288' MA equipment start-up requirements, protocols, and reports shall be that of the appropriate contractor/manufacturer. CM shall forward copies of the completed start-up documentation to the CA. 1. The CA adapts, if necessary, the representative prefunctional checklists and procedures from the Contract Document Requirements. These checklists indicate required procedures to be executed as part of startup and initial checkout of the systems and the party responsible for their execution. 2. These checklists and tests are provided by the CA to the Contractor. The Contractor determines which trade is responsible for executing and documenting each of the line item tasks and notes that trade on the form. Each form will have more than one trade responsible for its execution. 3. The subcontractor responsible for the purchase of the equipment develops the full start-up plan by combining the manufacturer's detailed start-up and checkout procedures from the O&M manual and the normally used field checkout sheets. The plan will include checklists and procedures with specific boxes or lines for recording and documenting the checking and inspections of each procedure and a summary statement with a signature block at the end of the plan. 4. The full start-up plan could consist of something as simple as: a. The CA's prefunctional checklists. b. The manufacturer's standard written start-up procedures copied from the installation manuals with check boxes by each procedure and a signature block added by hand at the end. C. The manufacturer's normally used field checkout sheets. 5. The subcontractor submits the full startup plan to the A/E, CM and CA for review. 6. The A/E, CM and CA review the procedures and the format for documenting them, noting any procedures that need to be added. D. Sensor and Actuator Calibration (By the responsible contractor) 1. All field-installed temperature, relative humidity, CO, CO2 and pressure sensors and gages, and all actuators (dampers and valves) on all equipment shall be calibrated in accordance with the contract documents, recognized standards, and manufacturer's requirements. All 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. 2. Sensor Calibration Methods a. All Sensors: Verify that all sensor locations are appropriate and away from causes of erratic operation. Verify that sensors with shielded cable are grounded only at one end. For sensor pairs that are used to determine a temperature or pressure difference, make sure they are reading within 0.2°F of each other for temperature and within a tolerance equal to 2% of the reading, of each other,for pressure. Tolerances for critical applications may be tighter. b. Sensors Without Transmitters--Standard Application: Make a reading with a calibrated test instrument within 6 inches of the site sensor. Verify that the sensor MECHANICAL/ELECTRICAL SYSTEM COMMISSIONING 01 91 00 -14 KOLLMORGEN ELECTRO-OPTICAL BH+A Project No. 2883 Northampton,MA C. Testing or review reports and non-conformance and deficiency reports are made regularly with the review and testing as described in later sections. D. A final summary report by the CA will be provided to the CM or PM, focused on the results of the commissioning process (process overview, issues summary, test documents, etc.). All acquired documentation, logs, minutes, reports, deficiency lists, communications, findings, unresolved issues, etc.,will be compiled in appendices and provided with the summary report. Prefunctional checklists, functional tests and monitoring reports will not be part of the final report, but will be stored in the Commissioning Record in the O&M manuals. 3.03 SUBMITTALS A. The CA will provide the CM with a specific request for the type of submittal documentation the CA requires to facilitate the commissioning work. These requests will be integrated into the normal submittal process and protocol of the construction team. At minimum, the request will include the manufacturer and model number, the manufacturer's printed installation and detailed start-up procedures, full sequences of operation, O&M data, performance data, any performance test procedures, control drawings and details of owner contracted tests. In addition, the installation and checkout materials that are actually shipped inside the equipment and the actual field checkout sheet forms to be used by the factory or field technicians shall be submitted to the Commissioning authority. All documentation requested by the CA will be included by the Subs in their O&M manual contributions. B. The Commissioning authority will review approved submittals related to the commissioned equipment for conformance to the Contract Documents as it relates to the commissioning process, to the functional performance of the equipment and adequacy for developing test procedures. This review is intended primarily to aid in the development of functional testing procedures and only secondarily to verify compliance with equipment specifications. The Commissioning authority will notify the CM, PM or A/E as requested, of items missing or areas that are not in conformance with Contract Documents and which require resubmission. C. The CA may request additional design narrative from the A/E and Controls Contractor,depending on the completeness of the design intent documentation and sequences provided with the Specifications. D. These submittals to the CA do not constitute compliance for O&M manual documentation. The 0&M manuals are the responsibility of the Contractor,though the CA will review them. 3.04 START-UP, PREFUNCTIONAL CHECKLISTS AND INITIAL CHECKOUT A. The following procedures apply to all equipment to be commissioned, according to Section 1.7, Systems to be Commissioned. Some systems that are not comprised so much of actual dynamic machinery,e.g., electrical system power quality, may have very simplified PFCs and startup. B. General. Prefunctional checklists are important to ensure that the equipment and systems are hooked up and operational. It ensures that functional performance testing (in-depth system checkout) may proceed without unnecessary delays. Each piece of equipment receives full prefunctional checkout. No sampling strategies are used. The prefunctional testing for a given system must be successfully completed prior to formal functional performance testing of equipment or subsystems of the given system. C. Start-up and Initial Checkout Plan. The appropriate contractor/manufacturer is responsible for developing detailed start-up 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. Parties responsible for startup in accordance with the contract documents are identified in the commissioning scoping meeting and in the checklist forms. Responsibility for MECHANICAL/ELECTRICAL SYSTEM COMMISSIONING 01 91 00 - 13 KOLLMORGEN ELECTRO-OPTICAL BH+A Project No. 2883 Northampton,MA 4. Life Safety: Fire alarm. PART 2- PRODUCTS 2.01 TEST EQUIPMENT A. All standard testing equipment required to perform startup and initial checkout and required functional performance testing shall be provided by the Division contractor for the equipment being tested. For example, the mechanical contractor of Section 23 00 00 shall ultimately be responsible for all standard testing equipment for the HVAC system and controls system in Section 23 00 00, except for equipment specific to and used by TAB in their commissioning responsibilities. B. Special equipment, tools and instruments (only available from vendor, specific to a piece of equipment, etc.) required for testing equipment, according to these Contract Documents shall be included in the base bid price to the Contractor and left on site, except for stand-alone datalogging equipment that may be used by the CA. C. Datalogging equipment and software required to test equipment will be provided by the CA, but shall not become the property of the Owner. D. All testing equipment shall be of sufficient quality and accuracy to test and/or measure system performance with the tolerances specified in the Specifications. 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. PART 3- EXECUTION 3.01 MEETINGS A. Scoping Meeting. Prior to the commencement of construction, the CA will schedule, plan and conduct a commissioning scoping meeting with the entire commissioning team in attendance. Meeting minutes will be distributed to all parties by the CA. Information gathered from this meeting will allow the CA to modify the Commissioning Plan to its"final"version,which will also be distributed to all parties. B. 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 with particular Subs. The CA will plan these meetings and will minimize unnecessary time being spent by Subs. For large projects, these meetings may be held monthly, until the final 3 months of construction when they may be held as frequently as one per week. It is intended that the Commissioning meeting will be part of or a supplement to regularly scheduled subcontractor construction meetings(to be coordinated through the CM). 3.02 REPORTING A. The CA will provide regular reports to the CM and the Owner's PM with increasing frequency as construction and commissioning progresses. Standard forms (Commissioning Action List) are provided and referenced in the Commissioning Plan. B. The CA will regularly communicate with all members of the commissioning team (as directed by the owner and CM), keeping them apprised of commissioning progress and scheduling changes through memos, progress reports, etc. MECHANICAL/ELECTRICAL SYSTEM COMMISSIONING 01 91 00 - 12 KOLLMORGEN ELECTRO-OPTICAL BH+A Project No. 2883 Northampton, MA augment and are combined with the manufacturer's start-up checklist. Even without a commissioning process, contractors typically perform some, if not many, of the prefunctional checklist items a commissioning authority will recommend. However, few contractors document in writing the execution of these checklist items. Therefore, for most equipment, the contractors execute the checklists on their own. The commissioning authority only requires that the procedures be documented in writing, and does not witness much of the prefunctional checklisting, except for larger or more critical pieces of equipment. AA. Project Manager(PM) -the contracting and managing authority for the owner over the design and/or construction of the project, a staff position. AB. Sampling -functionally testing only a fraction of the total number of identical or near identical pieces of equipment. Refer to Part 3.6, F for details. AC. Seasonal Performance Tests—FPT's that are deferred until the system(s)will experience conditions closer to their design conditions. AD. Simulated Condition - condition that is created for the purpose of testing the response of a system (e.g., applying a hair dryer to a space sensor to see the response in a VAV box). AE. Simulated Signal - disconnecting a sensor and using a signal generator to send an amperage, resistance or pressure to the transducer and DDC system to simulate a sensor value. AF. Specifications-the construction specifications of the Contract Documents. AG. Startup - the initial starting or activating of dynamic equipment, including executing prefunctional checklists. AH. Subs-the subcontractors to the GC who provide and install building components and systems. Al. Test Procedures - the step-by-step process which must be executed to fulfill the test requirements. The test procedures are developed by the CA. AJ. Test Requirements - requirements specifying what modes and functions, etc. shall be tested. The test requirements are not the detailed test procedures. The test requirements are specified in the Contract Documents(Sections 22 00 00;23 00 00,26 00 00, etc.). AK. Trending-monitoring using the building control system. AL. Vendor-supplier of equipment. AM. Warranty Period - warranty period for entire project, including equipment components. Warranty begins at Substantial Completion and extends for at least one year, unless specifically noted otherwise in the Contract Documents and accepted submittals. 1.06 SYSTEMS TO BE COMMISSIONED A. The following systems will be commissioned in this project. 1. HVAC Systems: Rooftop HVAC units, VAV and fan powered VAV boxes, HW boilers and pumps, ductless split AC systems, Chemical Waste and Storage exhaust systems and controls/alarms, interlocks with fire alarm, and exhaust fans. 2. Plumbing Systems: Domestic hot water. 3. Electrical Systems: lighting controls, and heat tracing. MECHANICAL/ELECTRICAL SYSTEM COMMISSIONING 01 91 00 - 11 KOLLMORGEN ELECTRO-OPTICAL BH+A Project No. 2883 Northampton,MA N. Design Intent-a dynamic document that provides the explanation of the ideas, concepts and criteria that are considered to be very important to the owner. It is initially the outcome of the programming and conceptual design phases. O. Design Narrative or Design Documentation-sections of either the Design Intent or Basis of Design. P. Factory Testing-testing of equipment on-site or at the factory by factory personnel with an Owner's representative present. Q. Functional Performance Test (FPT) - test of the dynamic function and operation of equipment and systems using manual (direct observation) or monitoring methods. Functional testing is the dynamic testing of systems (rather than just components) under full operation (e.g., the chiller pump is tested interactively with the chiller functions to see if the pump ramps up and down to maintain the differential pressure setpoint). Systems are tested under various modes, such as during low cooling or heating loads, high loads, component failures, unoccupied, varying outside air temperatures, fire alarm, power failure, etc. The systems are run through all the control system's sequences of operation and components are verified to be responding as the sequences state. Traditional air or water test and balancing (TAB) is not functional testing, in the commissioning sense of the word. TAB's primary work is setting up the system flows and pressures as specified, while functional testing is verifying that which has already been set up. The commissioning authority develops the functional test procedures in a sequential written form, coordinates, oversees and documents the actual testing, which is usually performed by the installing contractor or vendor. FPTs are performed after pre-functional checklists and startups are complete. R. Indirect Indicators - indicators of a response or condition, such as a reading from a control system screen reporting a damper to be 100% closed. S. Manual Test-using hand-held instruments, immediate control system readouts or direct observation to verify performance (contrasted to analyzing monitored data taken over time to make the "observation"). T. Monitoring-the recording of parameters(flow,current, status, pressure, etc.)of equipment operation using dataloggers or the trending capabilities of control systems. U. Non-Compliance-see Deficiency. V. Non-Conformance-see Deficiency. W. Over-written Value - writing over a sensor value in the control system to see the response of a system (e.g., changing the outside air temperature value from 50°F to 75°F to verify economizer operation). See also"Simulated Signal." X. Owner-Contracted Tests - tests paid for by the Owner outside the GC's contract and for which the CA does not oversee. These tests will not be repeated during functional tests if properly documented. Y. Phased Commissioning - commissioning that is completed in phases (by floors, for example) due to the size of the structure or other scheduling issues, in order minimize the total construction time. Z. Prefunctional Checklist(PC)-a list of items to inspect and elementary component tests to conduct to verify proper installation of equipment, provided by the CA to the Sub. Prefunctional checklists 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, etc.). However, some prefunctional checklist items entail simple testing of the function of a component, a piece of equipment or system (such as measuring the voltage imbalance on a three phase pump motor of a chiller system). The word prefunctional refers to before functional testing. Prefunctional checklists MECHANICAL/ELECTRICAL SYSTEM COMMISSIONING 01 91 00 - 10 KOLLMORGEN ELECTRO-OPTICAL BH+A Project No.2883 Northampton,MA 6. Prepare O&M manuals, in accordance with the Contract Documents. 7. Furnish all warranty data in accordance with the Contract Documents 1.05 DEFINITIONS A. Acceptance Phase - phase of construction after startup and initial checkout when functional performance tests, 0&M documentation review and training occurs. B. Approval - acceptance that a piece of equipment or system has been properly installed and is functioning in the tested modes according to the Contract Documents. C. Architect/ Engineer (A/E) - the prime consultant (architect) and sub-consultants who comprise the design team, generally the HVAC mechanical designer/engineer and the electrical designer/engineer. D. Basis of Design - The 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. Some reiterating of the design intent may be included. E. Commissioning authority (CA) - an independent agent, not otherwise associated with the A/E team members or the Contractors, though he/she may be hired as a subcontractor to A/E team. The CA directs and coordinates the day-to-day commissioning activities. The CA does not take an oversight role like the CM. The CA is part of the Construction Manager (CM) team or shall report directly to the CM. F. Commissioning Plan-an overall plan, developed before or after bidding, that provides the structure, schedule and coordination planning for the commissioning process. G. Contract Documents - the documents binding on parties involved in the construction of this project (drawings,specifications, change orders, amendments,contracts, Cx Plan, etc.). H. Contractor-the general contractor or authorized representative. I. Control system-the central building energy management control system. J. Construction Manager (CM) - a) the Owner's representative in the day-to-day activities of construction. In general, the construction management services contractor (CM) is hired by the owner to assist the government in the overall management of the project including supervising and on-site managing authority over a project's construction. The General Contractor reports to the CM. The CM is the Owner's on-site representative. K. Datalogging - monitoring flows, currents, status, pressures, etc. of equipment using stand-alone dataloggers separate from the control system. L. Deferred Functional Tests - FTs that are performed later, after substantial completion, due to partial occupancy, equipment, seasonal requirements, design or other site conditions that disallow the test from being performed. M. 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 (that is, does not perform properly or is not complying with the design intent). MECHANICAL/ELECTRICAL SYSTEM COMMISSIONING 01 91 00 -9 KOLLMORGEN ELECTRO-OPTICAL BH+A Project No. 2883 Northampton, MA 1. Construction and Acceptance Phase a. Provide all requested submittal data, including detailed start-up procedures and specific responsibilities of the Owner to keep warranties in force. b. Assist in equipment testing as requested. C. Include all special tools and instruments (only available from vendor, specific to a piece of equipment, etc.) required for testing equipment according to these Contract Documents in the base bid price to the Contractor, except for stand- alone data logging equipment that may be used by the CA. d. Provide information requested by CA (through the CM) regarding equipment sequence of operation and testing procedures. e. Review test procedures created by the CA and comment as necessary. f. A representative shall attend a commissioning meeting and other necessary meetings scheduled by the CA to facilitate the Cx process. g. Resolve deficiencies identified in all phases of commissioning, as directed by the CM in accordance with the Contract Documents, and all applicable codes and standards. h. Implement training of owner personnel according to the Contract Documents. i. Prepare O&M manuals, according to the Contract Documents, including clarifying and updating the original sequences of operation to as-built conditions. 2. Warranty Period a. Ensure that Subs execute seasonal or deferred functional performance testing, witnessed by the CA, according to the specifications. b. Correct deficiencies and make necessary adjustments to O&M manuals and as- built drawings for applicable issues identified in any seasonal testing. I. Equipment Suppliers 1. Provide all requested submittal data, including detailed start-up procedures and specific responsibilities of the Owner to keep warranties in force. 2. Perform equipment start-ups as requested by the responsible contractor, required as part of manufacturer warranty, or required by the Contract Documents. 3. Include all special tools and instruments (only available from vendor, specific to a piece of equipment, etc.) required for testing equipment according to these Contract Documents in the base bid price to the Contractor, except for stand-alone datalogging equipment that may be used by the CA. 4. Resolve deficiencies identified in all phases of commissioning, as directed by the CM in accordance with the Contract Documents, and all applicable codes and standards. 5. Furnish all training requirements and materials for owner personnel in accordance with the Contract Documents. MECHANICAUELECTRICAL SYSTEM COMMISSIONING 01 91 00 -8 KOLLMORGEN ELECTRO-OPTICAL BH+A Project No.288' MA e. Review and approve the final Commissioning Plan—Construction Phase. f. Attend a commissioning scoping meeting, the kick-off meeting, and other commissioning team meetings. g. Perform the normal review of Contractor submittals. h. Furnish a copy of all construction documents, addenda, change orders and approved submittals and shop drawings related to commissioned equipment to the CA. i. Review and approve the functional performance test procedures submitted by the CA, prior to testing. j. When necessary, observe and witness prefunctional checklists, startup and functional testing of selected equipment. k. Review commissioning progress and deficiency reports. I. Coordinate the resolution of non-compliance and design deficiencies identified in all phases of commissioning. M. Sign-off (final approval) on individual commissioning tests as completed and passing. Recommend completion of the commissioning process to the Project Manager. n. Oversee and coordinate the preparation of 0&M manuals, according to the Contract Documents, including the clarification and updating of the original sequences of operation to as-built conditions. o. Coordinate the training of owner's personnel. 2. Warranty Period a. Assist the CA as necessary in the seasonal or deferred testing and deficiency corrections required by the specifications. G. Owner's Project Manager(PM) 1. Construction and Acceptance Phase a. Manage the contract of the A/E and of the CM. b. Arrange for facility operating and maintenance personnel to attend various field commissioning activities and field training sessions according to the Commissioning Plan—Construction Phase. C. Provide final approval for the completion of the commissioning work. 2. Warranty Period a. Ensure that any seasonal or deferred testing and any deficiency issues are addressed. H. Subcontractors MECHANICAL/ELECTRICAL SYSTEM COMMISSIONING 01 91 00 -7 KOLLMORGEN ELECTRO-OPTICAL BH+A Project No. 288' MA S. Coordinate with the CM, witness and approve manual functional performance tests performed by installing contractors. CM to coordinate all retesting as necessary until satisfactory performance is achieved. t. Maintain a master deficiency and resolution log and a separate testing record. Provide the CM with written progress reports and test results with recommended actions. U. Review equipment warranties to ensure that the Owner's responsibilities are clearly defined. V. Review contractor training of the Owner's operating personnel for completeness and compliance with the respective contract requirements. W. Compile and maintain a commissioning record and building systems book(s). X Review O&M manuals as submitted by the contractors for completeness and compliance with the respective contract requirements. Y. Provide a final commissioning report(as described in this section). Z. Prepare a standard trend logging package of primary parameters that will provide the operations staff clear indications of system function in order to identify proper system operation and trouble shoot problems. The CA shall also provide any needed information on interpreting the trends. 2. Warranty Period a. Coordinate and supervise required seasonal or deferred testing and deficiency corrections. b. Return to the site at 10 months into the 12 month warranty period and review with facility staff the current building operation and the condition of outstanding issues related to the original and seasonal commissioning. Also interview facility staff and identify problems or concerns they have operating the building as originally intended. Make suggestions for improvements and for recording these changes in the 0&M manuals. Identify areas that may come under warranty or under the original construction contract F. Construction Manager(CM) 1. Construction and Acceptance Phase a. Facilitate the coordination of the commissioning work by the CA, and with the CA, ensure that commissioning activities are being scheduled into the master schedule. b. Include the cost of Subs commissioning support activities in the total contract price. C. In each purchase order or subcontract written, include requirements for submittal data, 0&M data, commissioning tasks and training. d. Ensure that all Subs execute their commissioning responsibilities according to the Contract Documents and schedule. MECHANICAL/ELECTRICAL SYSTEM COMMISSIONING 01 91 00 -6 KOLLMORGEN ELECTRO-OPTICAL BH+A Project No. 2883 Northampton, MA d. Plan and conduct a commissioning kick-off meeting and other commissioning meetings. e. Request and review additional information required to perform commissioning tasks, including O&M materials, contractor start-up and checkout procedures. f. Before startup, gather and review the current control sequences and interlocks and work with contractors and design engineers until sufficient clarity has been obtained, in writing,to be able to write detailed testing procedures. g. Review approved Contractor submittals applicable to systems being commissioned for compliance with commissioning needs, concurrent with the A/E reviews. h. Write and distribute pre-functional tests and checklists. i. Develop an enhanced initial systems checkout plan with Subs (pre-functional check lists). j. Perform site visits, as necessary, to observe component and system installations. Attend selected planning and job-site meetings to obtain information on construction progress. Review construction meeting minutes for revisions/substitutions relating to the commissioning process. Assist in resolving any discrepancies. Responsibility for deficiency resolution shall remain that of the A/E and the CM. k. Witness all or part of the HVAC piping test and flushing procedure, as required per section 23 00 00, sufficient to be confident that proper procedures were followed. Document this testing and include the documentation in O&M manuals. Notify owners project manager of any deficiencies in results or procedures. All HVAC piping tests and flushing procedures and reports are to be forwarded to the CA. Responsibility for the coordination of such testing shall remain with the CM. I. Witness all or part of any ductwork testing and cleaning procedures, as required per section 23 00 00, sufficient to be confident that proper procedures were followed. Document this testing and include the documentation in O&M manuals. Notify owner's project manager of any deficiencies in results or procedures. All HVAC ductwork testing and cleaning procedures and reports are to be forwarded to the CA. Responsibility for the coordination of such testing shall remain with the CM. M. Approve pre-functional tests and checklist completion by reviewing pre-functional checklist reports and by selected site observation and spot checking. n. Document systems startup by reviewing completed start-up reports and by selected site observation. o. Review TAB execution plan. p. Review completed TAB reports and comment as required. q. With necessary assistance and review from installing contractors, write the functional performance test procedures for equipment and systems. This may include energy management control system trending, stand-alone data logger monitoring or manual functional testing. Submit to CM for review, and for approval if required. r. Analyze any functional performance trend logs and monitoring data to verify performance. MECHANICAUELECTRICAL SYSTEM COMMISSIONING 01 91 00 -5 KOLLMORGEN ELECTRO-OPTICAL BH+A Project No. 2883 Northampton,MA b. Provide any design narrative and sequences documentation requested by the CA. The designers shall assist (along with the contractors) 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. C. Attend commissioning meetings as needed and other selected commissioning team meetings. d. Participate in the resolution of system deficiencies identified during commissioning, according to the contract documents. e. Prepare and submit the final as-built design intent and operating parameters documentation for inclusion in the O&M manuals. Review and approve the O&M manuals. f. From the Contractor's red-line drawings, edit and update one-line diagrams developed as part of the design narrative documentation and those provided by the vendor as shop drawings. g. Provide a presentation at one of the training sessions for the Owner's personnel. h. Review the pre-functional checklists for major pieces of equipment for sufficiency prior to their use. i. Review the functional test procedure forms for major pieces of equipment for sufficiency prior to their use. 2. Warranty Period a. Participate in the resolution of non-compliance, non-conformance and design deficiencies identified during commissioning during warranty-period commissioning. E. Commissioning Authority (CA): The CA is not responsible for design concept, design criteria, compliance with codes, design or general construction scheduling, cost estimating, or construction management. The CA may assist with problem-solving non-conformance or deficiencies, but ultimately that responsibility resides with the general contractor and the A/E. The primary role of the CA is to develop and coordinate the execution of a testing plan, observe and document performance—that systems are functioning in accordance with the documented design intent and in accordance with the Contract Documents. The Contractors will provide all tools or the use of tools to start, check-out and functionally test equipment and systems, except for specified testing with portable data-loggers,which shall be supplied and installed by the CA. 1. Construction and Acceptance Phase a. Coordinates and directs the commissioning 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. b. Coordinate the commissioning work and, with the CM, ensure that commissioning activities are being scheduled into the master schedule. C. Update commissioning plan as required. MECHANICAL/ELECTRICAL SYSTEM COMMISSIONING 01 91 00 -4 KOLLMORGEN ELECTRO-OPTICAL BH+A Project No. 2883 Northampton,MA 9. Items of non-compliance in material, installation or setup are corrected at the Sub's expense and the system retested. 10. The CA reviews the O&M documentation for completeness. 11. Commissioning is completed before Substantial Completion as directed by the GC/CM in accordance with the project schedule. 12. The CA reviews, comments on, and helps coordinate the training provided by the Subs and verifies that is was completed. 13. Deferred testing is conducted, as specified or required. 1.04 RESPONSIBILITIES A. The responsibilities of various parties in the commissioning process are provided in this section. The responsibilities of the mechanical contractor, TAB and controls contractor are in Division 15 and those of the electrical contractor in Division 16 and those of. B. All Parties 1. Follow the Commissioning Plan. 2. Attend commissioning meeting and additional meetings, as necessary. C. Architect 1. Construction and Acceptance Phase a. Attend the commissioning meeting and selected commissioning team meetings. b. Perform normal submittal review, construction observation, as-built drawing preparation, O&M manual preparation, etc.,as contracted. C. Provide any design narrative documentation requested by the CA. d. Coordinate resolution of system deficiencies identified during commissioning, according to the contract documents. e. Prepare and submit final as-built design intent documentation for inclusion in the O&M manuals. Review and approve the O&M manuals. 2. Warranty Period a. Coordinate resolution of design non-conformance and design deficiencies identified during warranty-period commissioning. D. Mechanical and Electrical Design Engineers 1.. Construction and Acceptance Phase a. Perform normal submittal review, construction observation, as-built drawing preparation, etc., as contracted. One site observation should be completed just prior to system startup. MECHANICAUELECTRICAL SYSTEM COMMISSIONING 01 91 00 -3 KOLLMORGEN ELECTRO-OPTICAL BH+A Project No.288' MA B. Management: The CA is hired by the Owner directly. The CA directs and coordinates the commissioning activities and the reports to the CM/GC and the owner's representative, and is part of the CM team. All members work together to fulfill their contracted responsibilities and meet the objectives of the Contract Documents. C. Scheduling: The CA will work with the CM and GC according to established protocols to schedule the commissioning activities. The CA will provide sufficient notice to the CM and GC for scheduling commissioning activities. The GC will integrate all commissioning activities into the master schedule. All parties will address scheduling problems and make necessary notifications in a timely manner in order to expedite the commissioning process. 1. The CA will provide the initial schedule of primary commissioning events at the commissioning scoping meeting. The Commissioning Plan—Construction Phase provides a format for this schedule. As construction progresses more detailed schedules are developed by the CA. The Commissioning Plan also provides a format for detailed schedules. 1.03 COMMISSIONING PROCESS A. Commissioning Plan: The commissioning plan provides guidance in the execution of the commissioning process. Just after the initial commissioning meeting the CA will update the plan, which is then considered the "final" plan, though it will continue to evolve and expand as the project progresses. B. Commissioning Process: The following narrative provides a brief overview of the typical commissioning tasks during construction and the general order in which they occur. 1. Commissioning during construction begins with a meeting conducted by the CA where the commissioning process is reviewed with the commissioning team members. 2. Additional meetings will be required throughout construction, scheduled by the CA with necessary parties attending, to plan, scope, coordinate, schedule future activities and resolve problems. 3. Approved Equipment documentation is submitted to the CA during normal submittals, including detailed start-up procedures. 4. The CA works with the Subcontractors ("Subs"), including providing the Subs with pre- functional checklists to be completed, during the startup process. 5. In general, the checkout and performance verification proceeds from simple to complex; from component level to equipment to systems and intersystem levels with pre-functional checklists being completed before functional testing. 6. The Subs, under their own direction, execute and document the pre-functional checklists and perform startup and initial checkout. The CA documents that the checklists and startup were completed according to the approved plans. This may include the CA witnessing start- up of selected equipment. 7. The CA develops specific equipment and system functional performance test procedures. The Subs review the procedures. 8. The procedures are executed by the Subs, under the direction of, and documented by the CA. MECHANICAUELECTRICAL SYSTEM COMMISSIONING 01 91 00 -2 KOLLMORGEN ELECTRO-OPTICAL BH+A Project No. 2883 Northampton, MA SECTION 01 91 00 MECHANICAUELECTRICAL SYSTEM COMMISSIONING PART 1 -GENERAL 1.01 DESCRIPTION A. Commissioning: Commissioning is a systematic process of ensuring that all building systems perform interactively according to the design intent and the owner's operational needs. This is achieved by beginning in the design phase and documenting design intent and continuing through construction, acceptance and the warranty period with actual verification of performance. The commissioning process shall encompass and coordinate the traditionally separate functions of system documentation, equipment startup, control system calibration, testing and balancing, performance testing and training. B. Commissioning during the construction phase is intended to achieve the following specific objectives according to the Contract Documents: 1. Verify that applicable equipment and systems are installed according to the manufacturer's recommendations and to industry accepted minimum standards and that they receive adequate operational checkout by installing contractors. 2. Verify and document proper performance of equipment and systems. 3. Verify that 0&M documentation left on site is complete. 4. Verify that the Owner's operating personnel are adequately trained. C. The commissioning process does not take away from or reduce the responsibility of the system designers or installing contractors to provide a finished and fully functioning product. D. Abbreviations: The following are common abbreviations used in the Specifications and in the Commissioning Plan. Definitions are found in Section 1.6. A/E- Architect and Design Engineers FPT- Functional performance test CA- Commissioning Authority GC- General contractor(prime) CC - Controls Contractor MC - Mechanical contractor CM - Construction Manager PFC- Prefunctional checklist Cx- Commissioning PM - Project manager(of the Owner) Cx Plan- Commissioning Plan document Subs- Subcontractors to General EC - Electrical contractor TAB- Test and balance contractor 1.02 COORDINATION A. Commissioning Team: The members of the commissioning team consist of the Commissioning authority (CA),the Project Manager(PM),the designated representative of the owner's Construction Management firm (CM), the General Contractor (GC or Contractor), the architect and design engineers (particularly the mechanical engineer), the Mechanical Contractor (MC), the Electrical Contractor (EC), the TAB representative, the Controls Contractor (CC), any other installing subcontractors or suppliers of equipment. The Owner's building or plant operator/engineer is also a member of the commissioning team. MECHANICAL/ELECTRICAL SYSTEM COMMISSIONING 01 91 00 - 1 KOLLMORGEN ELECTRO-OPTICAL �✓ (( BH+A Project No. 2883 Northampton,MA SECTION 01 91 00 MECHANICAL/ELECTRICAL SYSTEM COMMISSIONING v TABLE OF CONTENTS PART1 - GENERAL.....................................................................................................................................1 1.01 DESCRIPTION................................................................................................................................1 1.02 COORDINATION............................................................................................................................1 1.03 COMMISSIONING PROCESS .......................................................................................................2 1.04 RESPONSIBILITIES.......................................................................................................................3 1.05 DEFINITIONS .................................................................................................................................9 1.06 SYSTEMS TO BE COMMISSIONED ...........................................................................................11 PART2- PRODUCTS................................................................................................................................12 2.01 TEST EQUIPMENT.......................................................................................................................12 PART3- EXECUTION ............................................................................................................................... 12 3.01 MEETINGS ...................................................................................................................................12 3.02 REPORTING.................................................................................................................................12 3.03 SUBMITTALS................................................................................................................................13 3.04 START-UP, PREFUNCTIONAL CHECKLISTS AND INITIAL CHECKOUT................................13 3.05 PHASED COMMISSIONING........................................................................................................16 3.06 FUNCTIONAL PERFORMANCE TESTING.................................................................................16 3.07 DOCUMENTATION, NON-CONFORMANCE AND APPROVAL OF TESTS..............................19 3.08 OPERATION AND MAINTENANCE MANUALS ..........................................................................21 3.09 TRAINING OF OWNER PERSONNEL.........................................................................................22 3.10 DEFERRED TESTING..................................................................................................................23 3.11 WRITTEN WORK PRODUCTS...................................................................................................23 MECHANICAL/ELECTRICAL SYSTEM COMMISSIONING 01 91 00 -i