Commissioning Process Manual Appendix A

Commissioning Process Flowcharts Page A - 1

Project Start SD-1 Phase SD-2 Phase DD-1 Phase

See Page A-2 See Page A-3 See Page A-4 See Page A-5

Bid Phase Final CD Phase CD-1 Phase DD-2 Phase

See Page A-9 See Page A-8 See Page A-7 See Page A-6

Start Construction

See Page A-10

Site Observation Submittals O&M Data Contractor Training

See Page A-11 See Page A-12 See Page A-13 See Page A-14

Equipment StartupDevelop Functional Test Procedures Systems Manuals Systems Training

See Page A-15 See Page A-16 See Page A-17 See Page A-18

Contractor Testing Develop Pre-Functional Checklists

See Page A-19 See Page A-21

PFC Verification Final Report

See Page A-22 See Page A-27

System Testing Warranty Phase

See Page A-23 See Page A-28

Integrated Testing Project Closeout

See Page A-25

Commissioning Process Manual Appendix A
Commissioning Process Flowcharts Page A - 2

Project Start

Develop Owner’s Project Requirements (VA)

Solicit IDIQ A/E Design Team

Solicit IDIQ Commissioning Team
(VA)
(VA)

Pre-Design Conference
(VA, A/E, CxA)

IDIQ A/E Design Team Fee Negotiation Solicit IDIQ Peer Review Team
IDIQ Commissioning Team Fee Negotiation
(VA, A/E) (VA, CxA) (VA)

To SD-1 Phase

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Commissioning Process Manual Appendix A
Commissioning Process Flowcharts Page A - 3

Begin SD-1 Phase

SD-1 Schematic Design Process

Review Owner’s Project Requirements
IDIQ Peer Review Fee Negotiation
(A/E) (CxA) (VA, PR)

SD-1 Design Narrative Review VA Design Requirements

Review VA Design Requirements
(A/E) (CxA) (PR)

SD-1 Design Submission

(A/E)

SD-1 Commissioning Design ReviewSD-1 Peer Design Review

(CxA) (PR)

Respond to Review Comments Review Comments Entered into Dr. Checks

(A/E) (CxA, PR)

SD-1 Design Review Meeting

(VA, A/E, CxA, PR)

To SD-2 Phase

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Commissioning Process Manual Appendix A
Commissioning Process Flowcharts Page A - 4

Begin SD-2 Phase

Respond to Review Comments

(A/E)

SD-2 Design Process

(A/E)

SD-2 Design Narrative

(A/E)

SD-2 Design Submission

(A/E)

Peer Design Review & Back Check

Cx SD-2 Design Review & Back Check
(CxA) (PR)

Respond to Review Comments Review Comments Entered into Dr. Checks

(A/E) (CxA, PR)

SD-2 Design Review Meeting

(VA, A/E, CxA, PR)

Back to Top To DD-1 Phase

Commissioning Process Manual Appendix A
Commissioning Process Flowcharts Page A - 5

Begin DD-1 Phase

Respond to Review Comments

(A/E)

DD-1 Design Process Outline Commissioning Plan

(A/E) (CxA)

Update Design Narrative Outline Cx Specifications

(A/E) (CxA)

DD-1 Design Submission

(A/E)

Design Review & Back Check Design Review & Back Check
(CxA) (PR)

Respond to Review Comments Review Comments Entered into Dr. Checks

(A/E) (CxA, PR)

DD-1 Design Review Meeting

(VA, A/E, CxA, PR)

Back to Top To DD-2 Phase

Commissioning Process Manual Appendix A
Commissioning Process Flowcharts Page A - 6

Begin DD-2 Phase

Respond to Review Comments Draft Cx Plan

(A/E) (CxA)

DD-2 Design Process Draft Cx Specifications

(A/E) (CxA)

DD-2 Design Submission

(A/E)

Design Review and Back CheckDesign Review and Back Check

(CxA) (PR)

Respond to Review Comments Review Comments Entered into Dr. Check.

(A/E) (CxA, PR)

DD-2 Design Review Meeting

(A/E)

Update Design Narrative

(CxA)

Back to Top To CD-1 Phase

Commissioning Process Manual Appendix A
Commissioning Process Flowcharts Page A - 7

Begin CD-1 Phase

CD-1 Design Process Preliminary Commissioning Plan

(A/E) (CxA)

Final Cx Specifications
(CxA)

CD-1 Design Submission

(A/E)

Back Check Review CommentsBack Check Review Comments

(CxA) (PR)

Respond to Review Comments Review Comments Entered into Dr. Checks

(A/E) (CxA, PR)

CD-1 Design Review Meeting

(VA, A/E, CxA, PR)

Update Design Narrative

(CxA)

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To Final CD Phase
Commissioning Process Manual Appendix A
Commissioning Process Flowcharts Page A - 8

Begin Final CD Design

Final Design Process Update Commissioning Plan Back Check Review Comments
(A/E) (CxA) (PR)

Update Commissioning Specifications

Issue Certificate of Compliance
(CxA) (PR)

Final Design Submission

(CxA)

Back Check Review Comments

(CxA)

Update Design Narrative

(CxA)

To Bid Phase

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Commissioning Process Manual Appendix A
Commissioning Process Flowcharts Page A - 9

Start Bid Phase

Release Bid Package(s)

(VA)

Pre-Bid Conference
(VA, A/E, CxA)

Review & Respond to RFI Review and Respond to RFI Review & Respond to RFI
(A/E) (CxA) (VA)

Prepare Addenda
(As needed)
(A/E)

Issue Addenda
(VA)

Issue Addenda
(VA)

Award Contract
(VA)

To Construction

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Commissioning Process Manual Appendix A
Commissioning Process Flowcharts Page A - 10

Start Construction Phase

Construction Contract Award

(VA)

Pre-Construction Conference
(VA, Contractor, A/E, CxA)

Preliminary Construction Schedule Update Cx Plan Submittals and Shop Drawings

(Contractor) (CxA) (Contractor)

Update Construction Schedule Preliminary Cx Schedule

(Contractor) (CxA) To Submittal Review

Construction
(Contractor)

To Contractor Training To Cx Site Observation To O&M Data

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Commissioning Process Manual Appendix A
Commissioning Process Flowcharts Page A - 11

Start Cx Site Observation

Cx Site Observation
(CxA)

Construction Meeting Cx Meeting Verify Equipment Installation

(VA, A/E, CxA, Contractor) (CxA) (CxA)

Review / Discuss Cx Issues Log Meeting Minutes Field Report

(VA, A/E, CxA, Contractor) (CxA) (CxA)

Update Cx Issues Log

(CxA)

To Equipment Startup

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Commissioning Process Manual Appendix A
Commissioning Process Flowcharts Page A - 12

Equipment Submittals
Start Submittal Review (Contractor)

Submittal Review
(VA, A/E, CxA)

Submittal Comments Submittal Comments Submittal Comments

(A/E) (CxA) (VA)

No
Approval
(VA)

Yes

To Functional Test Procedures

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Commissioning Process Manual Appendix A
Commissioning Process Flowcharts Page A - 13

Start O&M Data

O&M Data Submittals

(Contractor)

O&M Review
(VA, A/E, CxA)

O&M Comments O&M Comments O&M Comments

(A/E) (CxA) (VA)

No
Approval
(VA)

Yes

To Systems Manuals

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Commissioning Process Manual Appendix A
Commissioning Process Flowcharts Page A - 14

Start Contractor Training

Prepare Training Plans

(Contractor)

Training Plan Review

(VA, CxA)

Training Plan Comments Training Plan Comments

(CxA) (VA)

No
Approval
(VA)

Yes

Training Evaluation & Feedback Schedule and Present Training

(VA, CxA) (Contractor, VA)

To Systems Training

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Commissioning Process Manual Appendix A
Commissioning Process Flowcharts Page A - 15

Start Equipment Startup

Prepare / Submit Draft Equipment Startup Checklists

(Contractor)

Review Draft Checklists

(CxA)

Prepare Enhanced Equipment Startup Plan

(CxA)

Witness Startup? Yes

Equipment Startup
(CxA)
(Contractor, CxA)

No

Equipment Startup & Report Field Report & Issues Log

(Contractor) (CxA)

To Contractor Testing

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Commissioning Process Manual Appendix A
Commissioning Process Flowcharts Page A - 16

Start Develop FPT

Prepare Draft System Functional Performance Test Procedures (FPT)

(CxA)

Review and Comment Review and Comment Review and Comment

(Contractor) (VA) (A/E)

Issue Final FPT

(CxA)

To Develop SRC

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Commissioning Process Manual Appendix A
Commissioning Process Flowcharts Page A - 17

Start Systems Manuals

Prepare Draft Systems Manuals

(CxA)

Systems Manual Review

(VA, A/E)

Systems Manual Comments Systems Manual Comments

(A/E) (VA)

No
Approval
(VA)

Yes

To Systems Training
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Commissioning Process Manual Appendix A
Commissioning Process Flowcharts Page A - 18

Start Systems Training

Prepare Systems Training Plans

(CxA)

Training Plan Review

(VA, A/E)

Training Plan Comments Training Plan Comments

(A/E) (VA)

No
Approval
(VA)

Yes

Training Evaluation & Feedback Schedule and Present Systems Training

(VA) (CxA, VA)

To Final Report

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Commissioning Process Manual Appendix A
Commissioning Process Flowcharts Page A - 19

Start Contractor Testing

3

Repair / Rework Verify System Installation

(Contractor) (Contractor)

No

OK?

Yes

Verify Controls (Point-to-Point)

(Contractor)

No

OK?

Yes

Verify Test and Balance

(Contractor)

No

OK?

Yes

2 1

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Commissioning Process Manual Appendix A
Commissioning Process Flowcharts Page A - 20

2 1

Verify Component / Subsystem Performance

(Contractor)

No

OK?

Yes

Pre-Test System Functional Performance

(Contractor)

No

OK?

Yes

3
Complete System Readiness Checklist
(Contractor)

To SRC Verification

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Commissioning Process Manual Appendix A
Commissioning Process Flowcharts Page A - 21

Start Develop Pre-Functional Checklist

Prepare Draft Pre-Functional Checklist (PFC)

(CxA, Contractor)

Review and Comment Review and Comment Review and Comment

(Contractor) (VA) (A/E)

Issue Final PFC

(CxA)

To Contractor Testing

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Commissioning Process Manual Appendix A
Commissioning Process Flowcharts Page A - 22

Start PFC Verification

Select 10% PFC

(CxA)

Field Verify Completed PFC

(CxA)

Yes

PFC Accurate
(CxA) Sample More PFC?
(CxA)
No

No
Yes

Revise / Resubmit
(Contractor)

To System Testing

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Commissioning Process Manual Appendix A
Commissioning Process Flowcharts Page A - 23

Start System Functional Testing

6

System Repair / Rework Pre-Test System Verification

(Contractor) (CxA)

No
Pass?
(CxA)

Yes

Verify System Start / Shutdown

(CxA)

No
Pass?
(CxA)

Yes

Verify Steady State Operation

(CxA)

No
Pass?
(CxA)

Yes

5 4

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Commissioning Process Manual Appendix A
Commissioning Process Flowcharts Page A - 24

5 4

Verify System Reaction to Variables

(CxA)

No
Pass?
(CxA)

Yes

Verify Emergency / Failure Operation

(CxA)

No
Pass?
(CxA)

Yes

Field Report & Issue Log Field Report & Issue Log
(CxA) (CxA)

Yes
Re-test? System Repair / Rework
6 (CxA) (Contractor) To Integrated Testing

No

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Commissioning Process Manual Appendix A
Commissioning Process Flowcharts Page A - 25

Start Integrated Testing

9

System Repair / Rework HVAC Controls Integrated Testing

(Contractor) (CxA)

No
Pass?
(CxA)

Yes

Fire Alarm System Integrated Testing

(CxA)

No
Pass?
(CxA)

Yes

Security System Integrated Testing

(CxA)

No
Pass?
(CxA)

Yes

8 7

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Commissioning Process Manual Appendix A
Commissioning Process Flowcharts Page A - 26

8 7

Failure Mode Integrated Testing

(CxA)

No
Pass?
(CxA)

Yes

Loss of Power Response Testing

(CxA)

No
Pass?
(CxA)

Yes

Field Report & Issue Log Field Report & Issue Log
(CxA) (CxA)

Yes
Re-test? System Repair / Rework
9 (CxA) To Final Report
(Contractor)
No

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Commissioning Process Manual Appendix A
Commissioning Process Flowcharts Page A - 27

Start Final Report

Review / Update Issues Log

(CxA)

Prepare Final Report

(CxA)

Final Report Review

(VA, A/E)

Final Report Comments Final Report Comments

(A/E) (VA)

No
Approval
(VA)

Yes

Final Report Review Conference

(CxA, VA)

To Warranty Phase

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Commissioning Process Manual Appendix A
Commissioning Process Flowcharts Page A - 28

Start Warranty Phase

Remotely Monitor Building Systems Operation

(CxA)

Seasonal Systems Functional Performance Testing

(VA, Contractor, CxA)

Warranty Checkup Interview O&M Staff / UsersReview / Update Issues Log

(CxA, Contractor) (VA, CxA) (VA, CxA)

Resolve Warranty Claims Investigate User Issues Verify Corrective Actions

(Contractor) (CxA) (CxA)

Warranty Phase Review Meeting

(VA, CxA, Contractor)

Prepare Final Report Amendment

(CxA)

Project Closeout
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