2 cx plan sample

7/25/2019 2 Cx Plan Sample

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Commissioning Plan

Construction Phase

Sample Company

Initial Draft 05/18/2009Design Version 07/01/2009Construction Version 06/31/2010Final Version - !/D"/#$


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Sample Company

Commissioning Plan Construction PhaseTable of Contents

1!%er%ie&''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''("))re%iations*'''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''' (1'1+eneral ,uiling Infor.ation''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''' (

urose of Co..issioning*'''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''' (Co..issioning !)ecti%es''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''' (Co..issione ste.s''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''' 5

Co..issioning 4ea. Infor.ation ''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''6Co..issioning $oles an $esonsi)ilities''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''' 7

4ea. e.)ers'''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''' 7+eneral anage.ent lan'''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''' 7Descritions of $oles''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''' 7

Co..issioning rocess'''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''' 7Initial Co..issioning eeting'''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''' 7!ter eetings''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''' 8Fiel !)ser%ation '''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''' 8

iscellaneous Co..unication rotocols''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''' 8rogress $eorting an ogs''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''' 8Initial u).ittals an Docu.entation ''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''' 8

tanar u).ittals''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''' 8Installation tartu an Initial ste.s Cecout '''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''9

Construction Ceclists ''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''9tart-u an Initial ste.s Cecout lan'''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''' 9:ecution of Ceclists an tartu ''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''' 10a.ling trateg for C:" !)ser%ation of ;ui.ent Cecout an tartu'''''''''''''''''''''''''''''''''' 10ase Co..issioning'''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''' 10Controls Cecout lan'''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''' 104", 11

u).itting Co.lete Docu.entation''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''11De%elo.ent of Functional 4esting an Verification roceures''''''''''''''''''''''''''''''''''''''''''''''''''''''''''11!%er%ie& 11coe of 4esting''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''' 12De%elo.ent rocess'''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''' 124ren ogs an onitoring''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''' 124esting lan !%er%ie& '''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''' 13

:ecution of Functional 4esting roceures''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''' 13!%er%ie& an rocess'''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''' 13Issues Deficiencies an $etesting''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''13Facilit taff articiation''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''' 13a.ling 13

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Sample Company

. 'erie!

4e Commissioning plan is a li%ing ocu.ent escri)ing te e stes taen trougout teconstruction an oeration of te ne&l ae facilit to attain te esire results' 4isco..issioning lan as )een e%eloe in raft for. for tis secific roect uring te earlconstruction ase' 4e lan ro%ies irection site-secific co..issioning secifications ) te

construction tea. an ro%ies irection for te co..issioning tass uring construction' 4islan focuses on ro%iing suort for te secifications an ro%ies for.s for te alication ofte co..issioning rocess'

Abbreiations2

4e follo&ing are co..on a))re%iations use in tis ocu.ent'"/- "rcitect an esign engineers +C- +eneral contractor >ri.e?

C:"- Co..issioning autorit C- ecanical contractor

C- Construction anager C- Construction ceclist

C:- Co..issioning u)s- u)contractors to +eneral

C: lan- Co..issioning lan ocu.ent 4",- 4est an )alance contractor

C- lectrical contractor 4CC 4e.erature Controls Contractor

F4- Functional erfor.ance test

.3. eneral Building Information

roect* ount @ittan eical Centerocation* tate College ",uiling 4e* Aosital;uare Footage* (1817@u.)er of tories* 4ree floor aition to an e:isting t&o stor )uiling

"genc*4enants* @"

Purpose of Commissioning2

4e urose of te construction ase co..issioning lan is to ro%ie ;ualit irection for teco..issioning rocess uring construction articularl ro%iing resolution for issues anro%iing etails not anticiate uring esign suc as sceuling articiation of %arious artiesin%ol%e in tis roect actual lines of reorting an aro%als coorination et cetera'

Commissioning 'b4ecties

Co..issioning is a sste.atic rocess of ensuring tat all )uiling sste.s erfor. interacti%el

accoring to te Design Intent an te !&nerBs oerational nees' 4e co..issioning rocessis intene to assist &it te coorination of traitionall searate functions of sste.ocu.entation e;ui.ent startu control sste. an cali)ration erfor.ance testing antraining' Co..issioning uring te construction of tis roect is intene to acie%e tefollo&ing secific o)ecti%es accoring to te Contract Docu.ents*

1' Verif tat alica)le e;ui.ent an sste.s are installe in accorance &it .anufacturerBsreco..enations an to inustr accete stanars'

2' Verif tat te sste.s an e;ui.ent recei%e ae;uate oerational cecout ) teinstalling contractors'

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Sample Company

3' Verif an ocu.ent roer erfor.ance of e;ui.ent an sste.s'(' nsure tat !eration an aintenance >!i'e'*s.oe e%acuation s.oe a.ers stair &ellressuriation et cetera?

Fire/.oe Da.ers

Duct&or 'ther "hell Related "1stems

4esting "usting an ,alancing ,uiling Insulation Installation

,uiling $oof Installation etosDoors < =ino&s Installation etos

Plumbing s1stem =ater Infiltration / ell Drainage lain

=ater Aeaters ell Flasing Details

eical +as Fire Protection

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Sample Company

Commissioning Team Information

4a)le 1-1* 4ea. e.)ersB Contact Infor.ation

Team )ember Person Compan1 Phone6 Fax6 $mail

CommissioningAuthorit1

,rian 4oe%s

,4" ngineers" 7grou e.)er Co.an36 =est ain treetecanics)urg " 17055

* 717-697-6300F* 717-697-1699* toe%sEse%engrou'co.

'!ner

Architect

)echanical$ngineer

Plumbing $ngineer

$lectrical $ngineer

"tructural $ngineer

Ciil $ngineer

Construction)anager

eneral Contractor

PlumbingContractor

)echanicalContractor

"heet )etalContractor

$lectrical Contractor

Fire ProtectionContractor

(5AC ControlsContractor

Testing & BalancingContractor

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Sample Company

Commissioning Roles and Responsibilities

Team )embers

4e .e.)ers of te co..issioning tea. consist of te C:" C assigne .e.)ers of te +C

"/ tea.s >articularl te .ecanical an electrical engineer? te C C 4", reresentati%e4CC an an oter installing su)contractors or suliers of co..issione e;ui.ent orasse.)lies' "itionall te !&nerBs e .aintenance staff .e.)ers &ill )e a art of teco..issioning tea.'

eneral )anagement Plan

4e !&ner as engage te ser%ices of ,4" ngineers as te Co..issioning "utorit' Ingeneral te C:" coorinates te co..issioning acti%ities an reorts to te !&ner' 4e C:"Bsresonsi)ilities along &it all te contractorsB co..issioning resonsi)ilities are etaile in tesecifications' 4e secifications &ill tae receence o%er te C: lan' "ll .e.)ers &ortogeter to fulfill teir contracte resonsi)ilities an .eet te o)ecti%es of te Contract

Docu.ents'

Descriptions of Roles

Follo&ing are te +eneral Descritions of te co..issioning roles*

C:"* Coorinates te C: rocess &rites tests o%ersees an ocu.ents erfor.ance tests'

C* Facilitate te C: rocess ensures tat su)contractors erfor. teir resonsi)ilities anintegrates C: into te construction rocess an sceule'

"/* erfor.s nor.al construction o)ser%ation aro%e !


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Sample Company

unerstaning ) all arties of te co..issioning rocess an teir resecti%e resonsi)ilities'4e C:" ees notes fro. te .eeting an istri)utes te. to eac tea. .e.)er'

'ther )eetings

4e C:" attens selecte lanning an o)-site .eetings in orer to re.ain infor.e onconstruction rogress an to uate .e.)ers in%ol%e in co..issioning' 4e C ro%ies teC:" &it infor.ation regaring su)stitutions cange orers an an "rcitectBs ule.entalInstructions >"I? tat .a affect co..issioning e;ui.ent sste.s or te co..issioningsceule' 4e C:" .a re%ie& construction-.eeting .inutes cange orers or "IBs for tesa.e urose' ater uring construction te C:" as re;uire &ill sceule necessar.eetings )et&een %arious co..issioning tea. .e.)ers'

Field 'bseration

Fiel o)ser%ations &ill )e .ae ) te C:" an are intene to ro%ie te C:" &it anunerstaning of te sste.s an asse.)lies configuration an laout an allo& te C:" to%erif tat construction ceclists are )eing use an to ientif issues tat .a negati%eli.act an later acti%ities of startu functional testing oerations or .aintenance' 4e

co..issioning o)ser%ations are not etaile insections for cecing of e%er ite. on teconstruction ceclists' Issues ientifie uring te fiel o)ser%ations are ae to te Issuesog an &ritten o)ser%ations reorts are issue as neee'

)iscellaneous Communication Protocols

4e follo&ing are te rotocols on tis roect*1' C:" .a call te +C an/or aroriate su) contractor irectl &it .inor ;uestions

a' For ;uestions or issues &ere te C:" isagrees &it te esigner or contractor teC:" generates a for.al $FI troug te C'

)' C:" ;uestions or issues tat .a result in cange of scoe significant clarification inte se;uences of oeration or oter roect ocu.ents sall )eco.e $FIs troug teC'

c' 4e C:" &ill not irect i.le.entation canges to secifie se;uences &itoutaro%al fro. te "/'

' 4e C:" &ill ro%ie a recor of all co..issioning relate issues an significantco..unications to te !&ner C an "/'

Progress Reporting and ,ogs

4e C:" regularl co..unicates &it all .e.)ers of te co..issioning tea. eeing te.arise of co..issioning rogress an sceuling issues troug .e.os rogress reortsissues logs etc'

rogress $eorts* 4e rogress reorts contain an uate of te .ilestones rogressa list of ne& an outstaning issues a escrition of co..issioning

rogress corresoning to te lan etc'Issues ogs* 4e C:" ees a log of all co..issioning-relate issues'

Initial "ubmittals and Documentation

Standard Submittals

4e C:" re%ie&s nor.al su).ittals concurrentl &it te "/Bs re%ie& &it co..ents )ac to te"/ &itin te rescri)e ti.e erio >aro:i.atel ( as?' !nce tere is an aro%esu).ittal te contractor as t&o &ees to su).it infor.ation re;uire for C: incluing*

$e;uire for Functional testing Data >2 &ees after u).ittal "ro%al?

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Sample Company

a' Cut eets an erfor.ance ata >regular su).ittal ata?)' rouct escrition literature >general infor.ation?c' Installation guie' tart-u guie an cecout lane' "n re;uire test lans / reorts >factor tests start-u et cetera?

$e;uire for ste.s anuals >2 &ees after e;ui.ent eli%er?

a' !ressure leas gas go%ern.ent insections et cetera?

Installation6 "tartup6 and Initial "1stems Chec%out

4is ase of te &or ) te contractor re;uires utiliing enance ocu.entation roceuresan for.s ro%ie or aro%e ) te C:"' " .aor ele.ent in tis ase is te co.letion ofconstruction ceclists'

Construction CheclistsConstruction ceclists >CC? are i.ortant to ensure roer e;ui.ent an sste.s installationtat is oerational an tat functional erfor.ance testing .a rocee &itout unnecessarelas' ac iece of e;ui.ent recei%es full construction cecout ) te Contractor' @osa.ling strategies are use' In general te construction testing for a gi%en sste. .ust )esuccessfull co.lete rior to for.al functional erfor.ance testing of e;ui.ent or su)sste.sof te gi%en sste.'

Construction ceclists are ri.aril static insections an roceures to reare te e;ui.entor sste. for initial oeration >e'g' oil le%els !G fan )elt tension la)els affi:e gages in lacesensor cali)ration etc'?' Ao&e%er so.e construction ceclist ite.s entail si.le testing of tefunction of a co.onent a iece of e;ui.ent or sste. >suc as .easuring te %oltage

i.)alance on a tree ase u. .otor of a ciller sste.?'

Contractors ticall alrea erfor. so.e if not .an of te construction ceclist ite.s teco..issioning autorit &ill reco..en' Ao&e%er fe& contractors ocu.ent in &riting tee:ecution of tese ceclist ite.s' 4is roect re;uires tat te roceures )e ocu.ente in&riting ) te installing tecnician' 4e C:" oes not &itness .uc of te construction cec-listing e:cet for testing of larger or .ore critical ieces of e;ui.ent an so.e sot-cecing'

Start!up and "nitial Systems Checout #lan

4e C:" assists te co..issioning tea. .e.)ers resonsi)le for startu in e%eloing etailestart-u an initial sste.s cecout lans for all co..issione e;ui.ent' 4e follo&ing

roceures &ill )e use for tis roect for .ecanical e;ui.ent'

4e C:" o)tains .anufacturer installation startu an cecout ata incluing actual fielcecout seets use ) te fiel tecnicians fro. te contractor'

4e C:" aats an enances if necessar te reresentati%e construction ceclists >CC?an roceures fro. generic lists an e%elos original lists as necessar

4e +C an u)s co all ages &it i.ortant instructional ata an roceures fro. testartu an cecout .anuals not co%ere in .anufacturer fiel cecout seets an a asignature line in te colu.n ) eac roceure'

4e coie ages fro. a)o%e along &it te construction ceclist ro%ie ) te C:" ante .anufacturer fiel cecout seets )eco.e te Htartu an Cecout lan'

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Sample Company

4e su) soul ro%ie an aitional necessar etail an ocu.enting for.at to te C:"for aro%al rior to e:ecution for sste.s tat .a not a%e ae;uate .anufacturer startuan cecout roceures'

4e +C su).its te startu an cecout lan to te C:" for re%ie& an co..ent' 4e +C ten ro%ies te startu an cecout lan to te resecti%e u)s for teir use'

:ecution of Ceclists an tartu

"s te +C an u)s are full resonsi)le for installation of all e;ui.ent relate to te scoe ofte roect te are also resonsi)le for te e:ecution of all construction ceclists electricalinsection ceclists an &en re;uire all startu an cecout for.s' 4e C:" &ill sot-cec an sot &itness ceclists uring site %isits' "itionall te C:" &ill e.lo sa.lingtecni;ues to %erif roer co.letion of ceclist ite.s' If sufficient eficiencies so& u in tesa.ling ten aitional sa.les &ill )e cece' If an inorinate nu.)er of eficiencies arefoun te contractors .a )e re;uire to go troug an self-%erif tat all re.aining ceclistite.s of te te in ;uestion are ocu.ente correctl'

4e C:" &ill )e gi%en at least fi%e >5?-)usiness as notice rior to an startu acti%ities' It is teresonsi)ilit of te u)s an/or Venors to irect an e:ecute all startu acti%ities' "ll ceclistite.s are to )e co.lete se;uentiall in cronological orer' For e:a.le all Hre-start cecson te ceclists are to )e co.lete first' 4e C:" an C if necessar &ill o)ser%e selectestartu roceures of ri.ar e;ui.ent unless tere are .ultile units ten a sa.lingstrateg &ill )e use' For co.onents of sste.s lie V"V )o:es te C:" &ill o)ser%e asa.ling of te startu roceures'

4o ocu.ent te ceclist ite.s te tecnician actuall erfor.ing te &or &ill initial an ateeac line ite. or aragra of all roceures in te startu an initial sste.s cecout lan'

"itionall te fiel tecnician &ill initial all line ite.s in te construction ceclists an.anufacturerBs fiel cec off seets as te are co.lete' !nl ini%iuals a%ing irectno&lege of te line ite. )eing co.lete sall cec an initial te for.s'

4e u)s an %enors su).it a signe co of te co.lete start-u an construction tests anceclists troug te C to te C:"' Furter etails are foun in te ecifications ection01810' 4e C:" .a re%ie& construction ceclists in rogress as necessar' ore tan onetrae .a )e re;uire to co.lete infor.ation on te sa.e ceclist' 4e C &ill ro%ie tefor.s in a central location for use ) te su)s'

a.ling trateg for C:" !)ser%ation of ;ui.ent Cecout an tartu

!)ser%ation of construction ceclist e:ecution &ill )e at te iscretion of te C:"' 4e C:" atteir o&n iscretion &ill &itness selecte ortions of te startu &or' 4e C:" o)ser%ations &illgenerall consist of &itnessing te first ortion of te startu incluing iscussion &it tetecnician a)out te roceural issues'

ase Co..issioning

,ecause of roect sie tis roect &ill re;uire startu an initial cecout in ases'

Controls Cecout lan

4e controls contractor e%elos an su).its a &ritten sste.atic lan to te C:" &icescri)es te rocess te inten to follo& in cecing out te control sste. an te for.s on

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Sample Company

&ic te &ill ocu.ent te rocess' 4e controls contractor &ill also .eet &it te 4",contractor rior to te start of 4", an re%ie& te 4", lan to eter.ine te caa)ilities of tecontrol sste. for use in 4",' 4e controls contractor &ill ro%ie te 4", &it an necessaruni;ue instru.ents for setting ter.inal unit )o:es an instruct 4", in teir use >anel controlsste. interface for use aroun te )uiling uring 4", etc'?' 4e controls contractor sall alsoro%ie a tecnician ;ualifie to oerate te controls to assist te 4", contractor in erfor.ing4",' 4", &or &ill not )egin until te control sste. as recei%e a oint-to-oint cecout an

e;ui.ent can run in nor.al .oe aroriatel controlle ) te "uto.atic 4e.eratureControl ste.'

4",

4e 4", contractor su).its te outline of te 4", lan an aroac troug te C to te C:"an te controls contractor eigt &ees rior to starting te 4",' Inclue in te aroac ane:lanation of te intene use of te )uiling control sste.' 4e C:" re%ie&s te lan anaroac for unerstaning an coorination issues an .a co..ent )ut oes not Haro%e'4e controls contractor re%ie&s te feasi)ilit of using te )uiling control sste. for assistancein te 4", &or' 4e 4", su).its &eel &ritten reorts of iscreancies contract interretationre;uests an lists of co.lete tests troug te C to te C:"' 4is &ill facilitate ;uicerresolution of ro)le.s an &ill result in a .ore co.lete 4", )efore functional testing )egins' "ceclist for. for re%ie&ing te 4", lan is ro%ie as one of te construction ceclists'

u).itting Co.lete Docu.entation

=itin fi%e >5? as of co.leting an ceclist for.s for an gi%en sste. an rior to functionaltesting te C su).its te co.lete for.s to te C:" for re%ie&' "t te C:"Bs re;uest for.ssall )e ro%ie to te C:" for re%ie& or use rior to co.letion' =it all su).issions anoutstaning or inco.lete line ite.s sall )e clearl ocu.ente an a ate ro%ie fore:ecte co.letion' on C:"Bs re%ie& of co.lete for.s te C &ill )e notifie of anareas or issues ee.e inco.lete or inae;uate' 4e +C an aroriate u)s are

resonsi)le for resol%ing all outstaning issues'

Deelopment of Functional Testing and 5erification Procedures

!%er%ie&

Functional testing is te na.ic testing of sste.s >rater tan ust co.onents? uner fulloeration' ste.s are teste uner %arious .oes suc as uring lo& cooling or eating loasig loas co.onent failures unoccuie %aring outsie air te.eratures fire alar. o&erfailure etc' 4e sste.s are run troug all of te control sste.Bs se;uences of oeration anco.onents are %erifie to )e resoning as te se;uences state' 4est roceures are initiall&ritten ) te C:" an are ten re%ie&e ) te u)s an Venors for enance.ents as

aroriate' "ll testing roceures sall )e &ritten in accorance &it te secifications an teco..issioning relate for.al &ritten &or roucts an su).ittals' +enerall te C:" &ritesste-)-ste functional test roceures an ocu.entation for.ats for all co..issione sste.san e;ui.ent e:cet for regulate tests incluing fire suression fire alar. ele%ator an@4" electrical tests &ere etaile testing an ocu.entation re;uire.ents alrea e:ist' 4eco..issioning tea. &ill also see to utilie contractorBs re%iousl reare ceclists for .oreco..on ite.s incluing uct&or installation logs iing tests an ossi)l contractorsB initiale;ui.ent cecout for.s' Functional testing &ill inclue .anual functional testing auto.aticte.erature control sste. trening an testing an .a inclue so.e stan-alone ata-logger.onitoring' For so.e sste.s te C:" irects an ocu.ents te actual testing &ic isnor.all erfor.e ) te installing contractor of %enor' For oter sste.s te contractor &ill

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Sample Company

conuct an ocu.ent testing &it li.ite in%ol%e.ent of te C:"' 4e co..issioning autorite%elos te functional test roceures in a se;uential &ritten for. coorinates o%ersees anocu.ents te actual testing &ic is usuall erfor.e ) te installing contractor or %enor'

coe of 4esting

4e secification H4esting $e;uire.ents ection 01810 ro%ies secific functional testing scoefor eac iece of co..issione e;ui.ent' " etaile escrition of te functional anconstruction testing roceures an rocess is foun in te ecifications 01810 art 3' 4etesting re;uire.ents inclue in te )i ocu.ents &ill )e uate to inclue o) secificinfor.ation' 4e &ill )e e%eloe for tis roect for eac iece of co..issione e;ui.ent'

De%elo.ent rocess

,efore &riting test roceures te C:" o)tains all re;ueste ocu.entation an a current list ofcange orers affecting e;ui.ent or sste.s incluing an uate oints list controlse;uences an set oints' 4e C:" e%elos secific test roceures to %erif roer oerationof eac iece of e;ui.ent an sste. using te testing re;uire.ents in te ecifications

ections 01810' 4e C:" o)tains clarification as neee fro. contractors an te "/ regaringse;uences an oeration to e%elo tese tests' rior to e:ecution te C:" ro%ies a co ofte ri.ar e;ui.ent tests to te installing u) >%ia te +C? &o re%ie&s te tests for feasi)ilitsafet an &arrant an e;ui.ent rotection' ,lan coies of te roceures are inut into te!


13/19

Sample Company

4esting lan !%er%ie&

Follo&ing a .aorit of sste. start-us a functional testing lan is e%eloe' 4is o%er%ie& &illro%ie te contractors &it a )etter iea of &ere functional testing lies in te sceule &atissues are re%enting te start of testing &ic contractors are neee for eac test an o&.uc ti.e .igt )e e:ecte fro. te.'

$xecution of Functional Testing Procedures

!%er%ie& an rocess

4e C:" sceules functional tests troug te +C an affecte u)s' For an gi%en sste.construction ceclists are co.lete &it te necessar signatures rior to erfor.ingfunctional testing' 4is is an assurance for te C:" tat te sste. is rea for functional testing'4e C:" &ill o%er-see &itness an ocu.ents te functional testing of all co..issionee;ui.ent an sste.s accoring to te ecifications an te C: lan' u)contractors sall

e:ecute te functional tests' 4e control sste. is teste )efore it is use to %erif erfor.anceof oter co.onents or sste.s' 4e air )alancing an &ater )alancing is co.lete ane)ugge )efore functional testing of air-relate or &ater-relate e;ui.ent or sste.s' 4estingrocees fro. co.onents to su)sste.s to sste.s an finall to interlocs an connections)et&een sste.s'

Issues Deficiencies an $etesting

4e C:" an/or te +C &en alica)le ocu.ents te results of te test on te for.s'Corrections of .inor eficiencies ientifie are .ae uring te tests at te iscretion of te C:"'4e C:" recors te results of te test on te roceure or test for.' Deficiencies anunresol%e issues are note an reorte to te !&ner an C' Ite.s &ill )e ae to te

unresol%e issues log an &ill )e iscusse at te ne:t o) conference of co..issioning.eeting' If an issue is .ore critical an re;uires .ore i..eiate action ten a .e.o on tesecific ite. &ill )e issue' oul esign issues arise ten $FIBs &ill )e generate an sent tote "/' lti.atel suc issue resolution .a result in te generation of a cange orer' "sissues are aresse %er)al or &ritten resonses fro. te +C or te "/ &ill )e recore tusrecoring teir isosition an lanne actionsK "s issues are resol%e or te re;uire cangeis co.lete te +C notifies te C:" so tat te issue can )e .o%e fro. te running issues logto te resol%e issues log an testing can resu.e'

Facilit taff articiation

4e !&nerBs facilities oerating staff are encourage to atten an articiate in te testing

rocess' 4e C:" &ill notif te !&ner an C &o &ill ten notif te facilit staff &en teco..issioning e%ents &ill occur'

a.ling

ultile ientical ieces of non-life-safet or oter&ise non-critical e;ui.ent .a )e functionallteste using a sa.ling strateg' 4e ecifications secif te sa.ling strategies tat areuse on tis roect &it a su..ar liste in %unctional &esting Scope 'utline if use'

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Sample Company

'&) )anuals6 0arranties6 and As-Builts

tanar !C:"? fill out a ta)le listing all te e;ui.ent for &ic trainingor orientation &ill )e ro%ie on #ro(ect &raining #lan)*eneral Scope and +esponsible

#arties' 4is for. lists a.ong oter tings te te an nu.)er of trainees rigor of trainingesire ) te !&ner te ri.ar resonsi)le su)contractor te trainerBs co.an ancolu.ns for tracing training agenas' 4e Co..issioning autorit ro%ies tis for. to teContractor for reference'

ecific 4raining "genas'

For eac iece of e;ui.ent or sste. for &ic training is ro%ie te !&ner an C:" fillout ection 1 of te &raining and 'rientation ,genda' 4is section inclues so.e of teinfor.ation fro. regaring te scoe of training an te intene auience for reference )te trainer in e%eloing te training agena' 4e C:" e%elos a lan for incluing in tetraining session contractors / trainers fro. ifferent iscilines &en aroriate ) listingteir co.an na.es in ection 2 of te for.' In articular te controls contractor &illro%ie )rief training on controls in te sa.e session &it te .ecanical training fore;ui.ent controlle ) te )uiling auto.ation sste.'

4is for. is ten su).itte to te Contractor &o as te trainer fill out te rest of ections 2an 3 of te for. escri)ing te su)ects co%ere uration of eac su)ect an te .etostat &ill )e use in te training along &it te na.e an ;ualifications of te trainer>s?' 4etrainer returns tis for. to te Contractor &o su).its it to te !&ner an C:"' 4e !&neran C:" re%ie& te agenaJ .ae co..entsJ aro%e te for. su)ect to te co..entsJan su).it )ac to te Contractor' 4e Contractor ro%ies te aro%e agena to tetrainer to use uring te training' 4e trainer ro%ies a co of te agena to eac trainee'

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Sample Company

4raining $ecor'

For eac iece of e;ui.ent rior to training te Contractor ro%ies eac trainer &rainingand 'rientation +ecord' !n tis for. te trainer ocu.ents eac training session >urationan general su)ects co%ere?' 4e trainer signs for te session an o)tains te signature ofeac trainee' 4e trainer also cecs off su)ects co%ere on te "gena' =en te trainingis co.lete te Contractor ro%ies a co of te &raining and 'rientation +ecord- an te

trainerBs "gena to te !&ner an C:"' 4e !&ner an C:" re%ie& an .ae final aro%al) signing it' 4e C:" .a &itness an of te training sessions' $efer to ecifications01810 for furter etails'

ecial 4raining an !rientation

4e follo&ing cece orientation an trainings &ill )e co.lete ) te C:" an "/accoring to te secifications*

Re-commissioning2 4e co..issioning autorit &ill ro%ie instruction on te use of )lanfunctional test for.s for erioic re-co..issioning of e;ui.ent an sste.s er tesecification'Architect2 4e arcitect &ill ro%ie a general o%er%ie& of te facilit its use secial

features tenant an u)lic consierations etc')echanical Design $ngineer2 4e .ecanical esigner &ill ro%ie an o%er%ie& of te.aor sste.s an e;ui.ent in te facilit incluing for eac sste.* te esign intent &te sste. &as cosen an o%er%ie& of its oeration an interactions &it oter sste.s ansecial areas to )e a&are of issues regaring future e:ansion an re.oeling etc'$lectrical Design $ngineer2 4e electrical esigner &ill ro%ie an o%er%ie& of te .aorelectrical sste.s an e;ui.ent in te facilit articularl te ligting control sste.s firealar. securit an e.ergenc o&er focusing on te esign intent & te sste. &ascosen an o%er%ie& of its oeration an interactions &it oter sste.s an secial areasto )e a&are of issues regaring future e:ansion an re.oeling etc'

4e follo&ing ta)le su..aries te current training re;uire.ents liste in te secification'

SpecificationSection

System Duration

15510.1.14.A Sprinkler General One 8 hr day

15114.1.18.A.3 Hydronic Pumps 4 1 Hrs.1511.1.!".A #uel Oil Pipin$ Sys%ems and &'uipmen% ! Hrs.

1511(.1.1(.A.! )odular *ndoor Air+Handlin$ ,ni%s ! Hrs.15118.1.1!.A.3 -oo%op Air Handlin$ ,ni%s 4 Hrs.

1511".1.10.A.3 Spli% Sys%em Air+/ondi%ionin$ ,ni%s 1 Hrs.

151!0.1.11.A.3 Humidiiers 0.5 1 Hr.

151!4.1.".A.3 -adian% Hea%in$ Panels 0.5 Hrs.

151!8.1.1". #ans 0.5 Hrs.151!".1.18.A Air /ur%ains

15130.1.13.3 Air erminals 1 Hr.

15133.3.1.A.1 H2A/ *ns%rumen%a%ion /on%rol 4 1 hrs.1108.1.!!.A Si%choards #ac%ory+au%hori6ed ser7ice represen%a%i7e

1110.1.30.A.4 Packa$ed &n$ine Genera%ors #ac%ory+au%hori6ed ser7ice represen%a%i7e 1 ! Hrs.

1111.1.!1.A Parallelin$ Si%ch$ear #ac%ory+au%hori6ed ser7ice represen%a%i7e1 H-.

111! ranser Si%ches #ac%ory+au%hori6ed ser7ice represen%a%i7e

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Sample Company

0.5 1 Hr.

1114.1.!.A S%a%ic ,nin%errup%ile Poer Supply #ac%ory+au%hori6ed ser7ice represen%a%i7e1 Hr.

111.1.18.& &mer$ency Poer Supply Sys%em 9&PSS: es%Sys%em

! days ! %rip9s:

0arrant1 Period

During te &arrant erio seasonal testing an oter eferre testing re;uire is co.leteaccoring to te ecifications' 4e C:" coorinates tis acti%it' 4ests are e:ecute aneficiencies correcte ) te aroriate u)s &itnesse ) facilities staff an te C:"' "nfinal aust.ents to te !


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Sample Company

Product Created B1

!%erall training lan C:" C an Contractors

ecific training agenas Contractors

Final Co..issioning $eort C:"

isc' aro%als C:"

.37 "ummar1 Report

" final su..ar reort ) te C:" &ill )e ro%ie to te C or ' 4e reort sall inclue ane:ecuti%e su..ar list of articiants an roles )rief )uiling escrition o%er%ie& ofco..issioning an testing scoe an a general escrition of testing an %erification .etos'For eac iece of co..issione e;ui.ent te reort soul contain te isosition of teco..issioning autorit regaring te ae;uac of te e;ui.ent ocu.entation an training.eeting te contract ocu.ents in te follo&ing areas*.8 $#uipment meeting the e#uipment specifications3

78 $#uipment installation3

98 Functional performance and efficienc13

:8 $#uipment documentation and design intent3

;8 'perator training3

"ll outstaning non-co.liance ite.s sall )e secificall liste' $eco..enations fori.ro%e.ent to e;ui.ent or oerations future actions co..issioning rocess canges etc'sall also )e liste' ac non-co.liance issue sall )e reference to te secific functional testinsection tren log etc' &ere te eficienc is ocu.ente' 4e functional erfor.ance anefficienc section for eac iece of e;ui.ent sall inclue a )rief escrition of te %erification.eto use >.anual testing ," tren logs ata loggers etc'? an inclue o)ser%ations anconclusions fro. te testing'

"enices sall contain ac;uire se;uence ocu.entation logs .eeting .inutes rogressreorts eficienc lists site %isit reorts finings unresol%e issues co..unications etc'Construction ceclists functional tests >along &it )lans for te oerators? .onitoring ataan analsis &ill )e ro%ie in a searate la)ele )iner'4e co..issioning lan te construction ceclists functional tests an .onitoring reorts &illnot )e art of te final reort )ut &ill )e store in te Co..issioning $ecor in te !for eating or cooling? until re-start ceclistite.s an te entire .anufacturerBs re-start roceures are co.lete an .oisture ustan oter en%iron.ental an )uiling integrit issues a%e )een aresse'2' Functional testing is not )egun until construction an start-u an 4", is co.lete for agi%en sste. >tis oes not reclue a ase aroac?'3' 4e controls sste. an e;ui.ent it controls are not functionall teste until all ointsa%e )een cali)rate an re-functional testing co.lete'

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Sample Company

(' 4", is not erfor.e until te controls sste. as )een sufficientl functionall testean aro%e ) te C:" for 4", &or' 4", is not erfor.e until te en%eloe is co.letelenclose an ceiling co.lete unless te returns are is ucte'

Pro4ect "chedule Commissioning )ilestones

ActualDate

)ilestone "chedule timing

Initial Co..issioning .eeting an final lan =itin te first 60 90 as after)uiling construction )egins'

ro%ie su).ittals to C:" for re%ie&' u).ittals soul )e eli%ere toC:" at te sa.e ti.e as )eing eli%ere to esign tea. for initial re%ie&'C:" oes te re%ie& concurrentl &it esigners an &ill fee anco..ents to esigner to )e incororate into teir co..ents' C:"nees all su).ittals an all su).ittals relate to D relatecreits'

"t te first su).ittal an trougoutte su).ittal rocess'

ste. Verification Ceclists >VC?/tests >&rite < istri)ute? Distri)ute after aro%e su).ittalsan )efore e;ui.ent is eli%ere'

=all sste.s .oc us an/or initial construction "fter .ocu is co.lete or if none at

)eginning of 1st&all construction

=ino& sste. initial installation tart &it 1st&ino&

,eginning of installation of $oofing sste. tart &it 1stroof &or

!n site re%ie& of "s-,uilts at 30L 60L 90L 100L of construction

ain uct runs &en co.lete ain iing runs &en co.lete tCetera'

"s liste

30L 50L < 90L sell co.letion*

Connections )et&een roof < &all

=ino& flasing / cauling

Vaor )arrier/air )arrier installation

"s liste

80L co.letion of .ecanical roo.s / e;ui.ent uct < iing "s liste

60L co.letion of uct an iing installation

traigt uct runs to V"V )o:es /4 lugs installe / accessi)leFlo& .eter installation clearances ,alancing %al%es / flo& control %al%esaccessi)le' $easona)le access to e;ui.ent for .aintenance

"s liste

De%elo Functional 4ests ,ase on aro%e su).ittals' =enee full set of aro%e su).ittals'

$e%ie& / &itness uct testing ,ase on Contractors ceule

")o%e ceiling unc &al troug )efore installation of ceiling tiles

>tis soul )e erfor.e ) "rcitect < !&ner?

Fire roofing "ccess to fire a.ers cut in an installe Aangeristances'

@ot Co..issioning )ut goo forsceuling

eeting &it 4", contractor &altroug re%ie& of reli.inarsu).ittal re;uire.ents liste in secifications'

"roun 60L construction )eforeinstallation is co.lete'

Control sste. oint-to-oint cecout*Verification of co..unication )et&een oints

Verification of sensor cali)ration

,ase on Contractors ceule

!)tain "4C soft&are for )alancing uroses "s earl as ossi)le

$e%ie& "4C graics acage to )e sure te rogra..ing &ill )eco.lete )efore co.letion of construction'

"s earl as ossi)le

ite %isitations uring 4", functions to erfor. 4", %erificationre;uire.ents'

,ase on Contractors ceule

De%elo reli.inar 4raining "genas for contractors to co.lete'

$e%ie& training re;uire.ents &it o&ner'

During last 3 .onts of construction'

$ecei%e VCs )ac fro. contractor an re%ie& rior to functional ,efore Functional 4esting )egins'

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Sample Company

ActualDate

)ilestone "chedule timing

testing' 4ese coul co.e )ac as sste.s are co.lete instea of allat once'

$ecei%e confir.ation tat engineers unc-list ite.s a%e )eenco.lete

,efore Functional 4esting )egins'

$ecei%e aro%e 4", reort fro. engineer' ,efore Functional 4esting )egins'

Functional erfor.ance tests*$e%ie& F4s in etail &it contractors rior to e:ecution !)ser%e anrecor results of functional tests as contractors e:ecute te tests'

"fter tartu'"fter "/ unc-list is co.lete'

"fter aro%e )alancing reort'

"fter co.lete "4C graics'

Issues $esolution an reo functional testing' "s neee

4raining Verification

$ecei%e final training agenas fro. contractors'

=itness training'

"roun Functional 4esting at tesceule of o&ner

$e%ie& an co..ent on !

2 cx plan sample

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