American University Master Commissioning Plan Revision 1.1. March 5, 2012

Transcription

1 Americn University Mster Commissioning Pln Revision 1.1 Mrch 5, 2012

2 Americn University Mster Commissioning Pln Revision 1.1 Tble of Contents Section Pge 1 Introduction Commissioning Tem Members Systems to be Commissioned Commissioning Process Mtrix Commissioning Process Flowchrt Commissioning Activities Nrrtives Commissioning Documenttion Americn University Revision 1.1 Mster Commissioning Pln Pge 1 Mrch 5, 2012

3 1 Introduction Commissioning is defined s systemtic process of ssuring by verifiction nd documenttion, from the design phse to minimum of one yer fter construction tht ll building fcility systems perform interctively in ccordnce with the design documenttion nd intent, nd in ccordnce with the owner s opertionl needs, including preprtion of opertions personnel. This Commissioning Pln is intended to be rodmp for the prties involved in the Commissioning process. It lists the systems to be commissioned, the Commissioning process ctivities, nd the roles nd responsibilities for ech prty involved. The gols of the Commissioning Pln re to identify nd define the following: Systems to be commissioned. Commissioning tem members. Commissioning ctivities. Commissioning Tem member responsibilities for ech Commissioning ctivity. Documenttion requirements from ech ctivity nd Commissioning Tem member. Schedule prmeters (i.e., how will Commissioning ctivities integrte into the other project delivery milestones?). Acceptnce criteri for the completion of commissioning. The Commissioning Process Mtrix nd Flowchrt grphiclly depict the commissioning process nd its flow from the Plnning Phse through the Wrrnty Phse. These re intended to be quick reference for identifying the fundmentl components of commissioning nd their reltionship to ech other. The Mster Commissioning Process Nrrtive provides more detil regrding the ctivities, responsibilities, nd deliverbles ssocited with ech ctivity in the Commissioning Process Mtrix nd Flowchrt. For ech Mtrix row nd Flowchrt box, there is corresponding nrrtive description. To supplement these sections, Section 7 includes Commissioning documenttion templtes nd exmples. Americn University Revision 1.1 Mster Commissioning Pln Pge 2 Mrch 5, 2012

4 2 Commissioning Tem Members Role Compny Title Nme Project Mnger Americn University Project Mnger Phone Number Emil Address Construction Mnger Fcilities Mngement Other University Deprtments Design Tem Americn University Americn University Americn University Americn University Americn University Americn University Construction Mnger Cx Authority Architect Mechnicl Engineer Electricl Engineer Construction Tem Generl Contrctor Mechnicl Contrctor Electricl Contrctor TAB Contrctor Controls Contrctor Commissioning Mnger Project Mnger Led Mechnicl Led Electricl Americn University Revision 1.1 Mster Commissioning Pln Pge 3 Mrch 5, 2012

5 3 Systems to be Commissioned SYSTEMS Mechnicl Systems HVAC System Indoor Air Qulity Monitoring System Energy Mngement System Domestic Wter Booster System Domestic Hot Wter System Irrigtion Controls Grey Wter Systems SAMPLING TBD TBD TBD TBD TBD TBD TBD Life Sfety Systems Fire Suppression System TBD Fire Alrm System 100% Smoke Mngement Systems TBD Electricl Systems Norml Power Systems (mins, power distribution, nd brekers) Emergency Electricl Power (emergency genertors, utomtic trnsfer switches, mins, power distribution, nd brekers) Criticl Power (mins, power distribution, brekers, nd uninterruptible power supplies) Lighting Controls Verticl Trnsport Systems Building A/V & Communictions Systems TBD TBD TBD TBD TBD TBD Security Systems Crd Access Cmers TBD TBD Americn University Revision 1.1 Mster Commissioning Pln Pge 4 Mrch 5, 2012

6 Building Envelope Wlls Windows Roof/Flshing Subgrde Wterproofing Insultion Air nd Vpor Brriers Expnsion Joints TBD TBD TBD TBD TBD TBD TBD Specilty Systems Clssroom/Conference Room Audio-Visul, Lighting, & Communictions Kitchen Systems Lbortory Support Systems TBD TBD TBD Americn University Revision 1.1 Mster Commissioning Pln Pge 5 Mrch 5, 2012

7 Plnning Design Construction Acceptnce Wrrnty AU Project Mnger AU Construction Mgr AU Fcilities Cx Authority Other AU Deprtments Design Tem Construction Tem Cx Mnger 4 Commissioning Process Mtrix The following mtrix tbultes the mjor commissioning ctivities; when they occur during the project life cycle; nd the commissioning tem member roles nd responsibilities for ech ctivity. For dditionl detil, plese refer to Section 6: Commissioning Activities Nrrtives. In the Commissioning Tem Member columns n R indictes the responsible tem member for ech ctivity, nd indictes tem member who needs to prticipte in the ctivity. PROJECT PHASES COMMISSIONING TEAM MEMBERS Preliminry Commissioning Pln R Owner s Project Requirements (OPR) Document R Design Phse Commissioning Coordintion Meetings R Bsis of Design (BOD) Document R O&M Documenttion Plnning R O&M Trining Plnning R Wrrnty Plnning R Commissioning Design Reviews R Preliminry Prefunctionl Checklists & Functionl Performnce Tests R Finl Commissioning Pln R Commissioning Specifiction R Construction Phse Commissioning Coordintion Meetings R Americn University Revision 1.1 Mster Commissioning Pln Pge 6 Mrch 5, 2012

8 Plnning Design Construction Acceptnce Wrrnty AU Project Mnger AU Construction Mgr AU Fcilities Cx Authority Other AU Deprtments Design Tem Construction Tem Cx Mnger PROJECT PHASES COMMISSIONING TEAM MEMBERS Commissioning Schedule R Submittl Reviews R O&M Mnul Reviews R O&M Trining Agend Reviews R Systems Trining Plnning R Occupnt Trining Plnning R Finl Prefunctionl Checklists & Trend Log Specifictions R Finl Functionl Performnce Tests R Acceptnce Phse Commissioning Coordintion Meetings R Test, Adjust, nd Blnce (TAB) Report Review R Systems Trining Delivery R O&M Trining Delivery R Prefunctionl Checklist Completion R Functionl Performnce Test Plns R Functionl Performnce Testing R Trend Log Review R Commissioning Action List R Americn University Revision 1.1 Mster Commissioning Pln Pge 7 Mrch 5, 2012

9 Plnning Design Construction Acceptnce Wrrnty AU Project Mnger AU Construction Mgr AU Fcilities Cx Authority Other AU Deprtments Design Tem Construction Tem Cx Mnger PROJECT PHASES COMMISSIONING TEAM MEMBERS Functionl Performnce Re-Testing R Wrrnty Informtion Hnd-off R Occupnt Trining Delivery R Deferred Testing R As Built Documenttion Review R Commissioning Report R Systems Mnul & On-Going Cx Pln R Wrrnty Phse Check-up & Meeting R On-Going Commissioning Activities R Americn University Revision 1.1 Mster Commissioning Pln Pge 8 Mrch 5, 2012

10 5 Commissioning Process Flowchrt Plnning Phse Design Phse Construction Phse Acceptnce Phse Wrrnty Phse On-Going Cx Phse Preliminry Commissioning Pln Design Phse Commissioning Coordintion Meetings Construction Phse Commissioning Coordintion Meetings Acceptnce Phse Commissioning Coordintion Meetings Wrrnty Informtion Hnd-off On-Going Commissioning Activities Owner s Project Requirements (OPR) Document Bsis of Design (BOD) Document Commissioning Schedule Test, Adjust, nd Blnce (TAB) Report Review Occupnt Trining Delivery On-Going Opertions Go to Design Phse O&M Documenttion Plnning Submittl Reviews Systems Trining Delivery Deferred Testing O&M Trining Plnning O&M Mnul Reviews O&M Trining Delivery As-Built Documenttion Review Wrrnty Plnning O&M Trining Agend Reviews Prefunctionl Checklists Completion Commissioning Report Commissioning Design Reviews Systems Trining Plnning Functionl Performnce Test Plns Systems Mnul & On-Going Commissioning Pln Preliminry Prefunctionl Checklists & Functionl Performnce Tests Occupnt Trining Plnning Functionl Performnce Testing Wrrnty Phse Check-up & Meeting Finl Commissioning Pln Finl Prefunctionl Checklists & Trend Log Specifictions Trend Log Review On-Going Cx Phse Commissioning Specifiction Finl Functionl Performnce Tests Commissioning Action List Go to Construction Phse Go to Acceptnce Phse Functionl Performnce Re-Testing Go to Wrrnty Phse Americn University Revision 1.1 Mster Commissioning Pln Pge 9 Mrch 5, 2012

11 6 Commissioning Activities Nrrtives Preliminry Commissioning Pln The Preliminry Commissioning Pln will focus on identifying project-specific commissioning ctivities, commissioning tem members, nd roles nd responsibilities for ll tem members s prt of the commissioning process. The Preliminry Commissioning Pln will be prepred by the Fcilities Mngement Commissioning Authority nd will be incorported into requests for proposl for Design Tem nd Commissioning Mnger services. Exmple prefunctionl checklists (PFCs) nd functionl performnce test procedures (FPTs) will be included in the Preliminry Commissioning Pln s ppendices to demonstrte level of rigor required of future commissioning tem members. Owner s Project Requirements (OPR) Document The Owner s Project Requirements (OPR) will quntittively define the performnce nd opertionl requirements for the commissioned systems. These performnce requirements will be the cceptnce criteri ginst which the systems will be judged. They will include prmeters such s tempertures, flows, pressures, moisture content, light fixture types, light levels, wrrnty informtion requirements, centrl system vilbility/tie-in cpbility, electricl spre cpcity requirements, building utomtion system requirements, etc. For LEED certifiction purposes, the OPR must include the following sections: Owner nd User Requirements Environmentl nd Sustinbility Gols Energy Efficiency Gols Indoor Environmentl Qulity Requirements Equipment nd System Expecttions Building Occupnt nd Opertions nd Mintennce Requirements The Fcilities Mngement Commissioning Authority will oversee the development of the OPR, but criticl input will be needed from the Project Mnger, Occupnt/User Groups, nd the Design Tem. The Commissioning Mnger will mintin the OPR throughout the durtion of the project, editing s necessry to reflect Americn University performnce expecttion chnges. Americn University Revision 1.1 Mster Commissioning Pln Pge 10 Mrch 5, 2012

12 Design Phse Commissioning Coordintion Meetings The Commissioning Mnger will pln, fcilitte nd document Design Phse Commissioning Coordintion Meetings. The coordintion meetings re intended to help every tem member understnd nd execute their roles nd responsibilities within the commissioning process, to coordinte the detils of current nd upcoming commissioning ctivities, nd to review outstnding ction items. The first meeting will be Design Phse Commissioning Kickoff Meeting to review the specifics of the Commissioning process, identify representtives to the Commissioning Tem, nd estblish communiction nd documenttion protocols for implementing the Commissioning process s effectively nd efficiently s possible. This meeting provides n overview so tht the tem understnds the big picture nd the benefits they will ccrue by prticipting in the process. Subsequent Commissioning Coordintion Meetings will be held s frequently s deemed necessry by the Commissioning Mnger to remin integrted into the Design Phse process nd to coordinte Commissioning deliverbles into the bid documents. Bsis of Design (BOD) Document The Bsis of Design (BOD) documents the Design Tem s pproch to chieving the requirements of the OPR. It describes the types of equipment to be used, system configurtions, systems interctions, nd generl operting strtegies. It lso documents ny generl rules, philosophies, nd ssumptions mde by the Design Tem. This document will be creted nd mnged by the Design Tem nd reviewed by the Fcilities Mngement Commissioning Authority nd the Commissioning Mnger. Throughout the life of the project, the Commissioning Mnger will monitor the design evolution nd bring ny devitions from the BOD to the ttention to the Design Tem. If chnges to the system design nd opertionl strtegies re mde during the project, finl BOD will be prepred by the Design Tem t the end of construction. Opertions & Mintennce (O&M) Documenttion Plnning In the Construction Phse, the Contrctor will fcilitte nd mnge the delivery of ccurte, meningful, nd timely opertion nd mintennce (O&M) documenttion to the Fcilities Mngement Commissioning Authority. Plnning for this will tke plce in the Design Phse in order to incorporte project-customized requirements into the contrct documents. The Commissioning Mnger will prticipte in the discussion nd definition of requirements for O&M documenttion (e.g., hrdcopy & electronic copy requirements, equipment O&M criteri, plnned mintennce schedules, systems mnul nd on-going commissioning criteri, etc.) with the Fcilities Mngement Commissioning Authority. The Commissioning Mnger will Americn University Revision 1.1 Mster Commissioning Pln Pge 11 Mrch 5, 2012

13 coordinte with the Design Tem to confirm tht project specifictions reflect Americn University s O&M documenttion requirements. Opertions & Mintennce (O&M) Trining Plnning To chieve successful opertions & Mintennce (O&M) trining delivery, the Fcilities Mngement Commissioning Authority needs to strt with well-thought-out, un-hurried process for plnning the trining process. The Commissioning Mnger will involve the Fcilities Mngement Commissioning Authority s much s possible to define wht trining the Fcilities Mngement stff needs nd wnts in order to understnd the systems nd equipment tht they will hve to operte. This will involve customizing trining to mtch the level of experience nd detil tht AU Fcilities Mngement will require for ech system. The Commissioning Mnger will prticipte in the discussion nd definition of requirements for O&M trining (e.g., differentiting between systems nd equipment trining; ddressing levels of trining; O&M shift coordintion; video recording expecttions; trining gend nd documenttion requirements, etc.) with the Fcilities Mngement Commissioning Authority. The outcome of the trining plnning process will be n O&M Trining Pln mtrix to be included in the bid documents. The Commissioning Mnger will coordinte with the Design Tem to confirm tht project specifictions reflect Americn University s O&M trining requirements. Refer to Section 7 for Trining Pln exmple. Wrrnty Plnning The wrrnty informtion requirements will be defined in the contrct documents nd will define how the wrrnty informtion is trnsitioned from the Contrctor to the Fcilities Mngement Commissioning Authority t the end of construction. The Fcilities Mngement Commissioning Authority nd the Commissioning Mnger will work with the Project Mnger to define the wrrnty informtion formt which will include, t minimum, mster equipment lists; wrrnty strt nd end dtes; mnufcturer contct informtion; extended wrrnty (if ny) detils; plnned mintennce ctivities required to keep equipment under wrrnty; etc. The Commissioning Mnger will coordinte with the Design Tem to confirm tht project specifictions reflect Americn University s wrrnty requirements. Commissioning Design Reviews The Fcilities Mngement Commissioning Authority, the AU Construction Mnger, AU Other Deprtments, nd the Commissioning Mnger will review the design documents t predetermined design phse milestones (e.g., DD, 50% CD, 100% CD/Permit documents). For LEED certifiction purposes, t lest one commissioning design review t the 50% CD phse is required, long with bckcheck to confirm incorportion of commissioning review comments into the finl construction documents. Americn University Revision 1.1 Mster Commissioning Pln Pge 12 Mrch 5, 2012

14 The Commissioning Mnger will review the design drwings nd specifictions for the following commissioning-relted items: Complince with the Owner s Project Requirements. Clrity of the design. Cler integrtion requirements between equipment nd systems Equipment ccessibility nd mintinbility. Ability to test nd vlidte system opertion. O&M Documenttion, Trining, nd Wrrnty detils Comments will be ctegorized s follows: Criticl: Issues which in the Commissioning Mnger s professionl opinion re relted to system s bility to chieve the Owner s Project Requirements performnce criteri. Question: Requests for clrifiction of intent. Suggestion: Design fetures which cn meet the Owner s Project Requirements but for which the Commissioning Mnger hs recommendtion for improved efficiency, incresed relibility, nd/or lower life cycle cost. Coordintion: Although commissioning review is not coordintion review, the Commissioning Mnger will note coordintion items noticed during the course of the commissioning review. Along with the Commissioning Mnger s comments, the Commissioning Mnger will collect nd consolidte comments from the Fcilities Mngement Commissioning Authority nd AU Other Deprtments. The Design Tem will respond in writing to ech of the comments provided. Refer to Section 7 for the Document Review Templte. Preliminry Prefunctionl Checklists & Functionl Performnce Tests The Commissioning Mnger will prepre preliminry prefunctionl checklists nd functionl performnce test procedures for the systems to be commissioned bsed on the design documents. There shll be one prefunctionl checklist nd one functionl performnce test procedure for ech commissioned system. These preliminry documents should be included in the Finl Commissioning Pln nd incorported into the bid documents to demonstrte nticipted level of rigor to the Contrctor. If project-specific prefunctionl checklists nd functionl performnce test procedures cnnot be developed, smple documents for similr system types will suffice. Refer to Section 7 for exmples of both Prefunctionl Checklists nd Functionl Performnce Test Procedures. These exmples re intended to communicte formt nd level of rigor. The ctul project checklists nd test procedures will be customized to mtch the finl design requirements for ech system. Americn University Revision 1.1 Mster Commissioning Pln Pge 13 Mrch 5, 2012

15 Finl Commissioning Pln The Commissioning Mnger will prepre the Finl Commissioning Pln, building on nd editing the Preliminry Commissioning Pln to reflect the project t the end of the Design Phse. The systems to be commissioned section will be refined to represent the quntity nd types of systems in the finl construction documents. Smpling strtegies pertining to the functionl performnce testing will be detiled in the Finl Commissioning Pln. The Finl Commissioning Pln will be incorported into the bid documents by reference. Commissioning Specifiction The Commissioning Mnger will prepre Commissioning Specifiction to be included in the construction documents. The Commissioning Specifiction will detil the Contrctor s responsibilities (s outlined in the Finl Commissioning Pln) during the Construction, Acceptnce, nd Wrrnty Phses of the project. The Design Tem will incorporte the Commissioning Specifiction into the Division 1 specifiction section. The Commissioning Specifiction will include, but not be limited to commissioning-relted scheduling; submittl mngement; prefunctionl checklists; functionl performnce testing; O&M nd systems mnuls; O&M nd systems trining; s-built drwings; nd wrrnty mngement. Furthermore, the Commissioning Specifiction will include lnguge defining incentive progrm(s), if pplicble, estblished to encourge Contrctor rediness for functionl performnce testing. The Commissioning Mnger will recommend coordintion lnguge to be included in other Design Tem specifiction sections tht will direct the Contrctors ttention to the Division 1 Commissioning Specifiction for required commissioning ctivities. The Design Tem will incorporte, s they deem pproprite, the coordintion lnguge into their respective specifiction sections. Americn University Revision 1.1 Mster Commissioning Pln Pge 14 Mrch 5, 2012

16 Construction Phse Commissioning Coordintion Meetings The Commissioning Mnger will pln, fcilitte nd document Construction Phse Commissioning Coordintion Meetings. The coordintion meetings re intended to help every tem member understnd nd execute their roles nd responsibilities within the commissioning process, to coordinte the detils of current nd upcoming commissioning ctivities, nd to review outstnding ction items. The first meeting will be Construction Phse Commissioning Kickoff Meeting to review the specifics of the Commissioning process, identify new representtives to the Commissioning Tem, nd estblish communiction nd documenttion protocols for implementing the Commissioning process s efficiently nd effectively s possible. This meeting provides n overview so tht the tem understnds the big picture nd the benefits they will ccrue by prticipting in the process. Subsequent Commissioning Coordintion Meetings will be held s frequently s deemed necessry by the Commissioning Mnger to remin integrted into the Construction Phse process. Frequency will vry throughout the construction s the Commissioning process requirements vry depending on wht is hppening on the construction site. Commissioning Scheduling There will not be seprte commissioning schedule. The Contrctor will be required to incorporte commissioning ctivities into the mster construction schedule. The Commissioning Mnger will ssist the Contrctor, s needed, to understnd the reltionship between construction nd commissioning ctivities. The Fcilities Mngement Commissioning Authority will regulrly review the mster construction schedule in order to coordinte the vilbility of Fcilities Mngement stff for criticl commissioning ctivities. Mster construction schedule commissioning milestones will include, but not be limited to, O&M mnul submissions; trining gend submissions; trining delivery; prefunctionl checklist completion; functionl performnce testing; system mnul nd on-going commissioning pln submissions; s-built drwing submissions; nd the wrrnty informtion hnd-off. Some of the ctivities my require multiple milestones due to some systems following different construction schedule thn others. Submittl Reviews The Commissioning Mnger will identify submittls ssocited with systems to be commissioned tht need to be reviewed by the Commissioning Mnger nd Fcilities Mngement stff. The Fcilities Mngement Commissioning Authority, AU Other Deprtments, nd the Commissioning Mnger will review the submittls concurrent with the Design Tem. Americn University Revision 1.1 Mster Commissioning Pln Pge 15 Mrch 5, 2012

17 The Contrctor will send copies of the selected submittls to the Fcilities Mngement Commissioning Authority nd to the Commissioning Mnger simultneous with issuing them to the Design Tem for review. The Fcilities Mngement nd AU Other Deprtments reviewers will submit their comments to the Commissioning Mnger who will consolidte ll comments nd forwrd them to the Design Tem. The Design tem will incorporte the commissioning comments, t their discretion, into their forml submittl review responses to the Contrctor. The Design Tem will provide written responses to ech submittl review comment to the Commissioning Mnger. Commissioning submittl review comments will focus on the sme res s the commissioning design reviews (e.g. complince with the OPR, clrity of the design, integrtion coordintion, ccessibility nd mintinbility, O&M trining nd documenttion requirements, nd the bility to test nd vlidte system opertion). Refer to Section 7 for the Document Review Templte. The Commissioning Mnger nd Fcilities Mngement Commissioning Authority will be given ccess to ll pproved submittls fter processing by the Design Tem. Opertions & Mintennce (O&M) Mnul Reviews Erly submission of the O&M mnuls will help ensure they re complete nd pproved prior to the strt of the AU Fcilities Mngement stff trining. The mnuls will serve criticl prt of the trining progrm. The Commissioning Mnger will identify O&M mnuls ssocited with systems to be commissioned tht need to be reviewed by the Commissioning Mnger nd Fcilities Mngement stff. The Fcilities Mngement reviewers will submit their comments to the Commissioning Mnger who will consolidte ll comments nd forwrd them to the Contrctors. O&M Trining Agend Reviews Ech trining session - represented by row in the Trining Pln (refer to Section 7 for Trining Pln exmple) - will hve Trining Agend. The Trining Agend requires specific detiled informtion bout the content of its respective session. The gend will be completed by the Contrctor responsible for the trining session nd will be reviewed by the Fcilities Mngement Commissioning Authority nd the Commissioning Mnger. The Fcilities Mngement reviewers will submit their comments to the Commissioning Mnger who will consolidte ll comments nd forwrd them to the Contrctors. During delivery of the O&M trining sessions, ech pproved Trining Agend form will be used to document ttendees of the trining session nd to formlize Americn University s cceptnce of the trining. Americn University Revision 1.1 Mster Commissioning Pln Pge 16 Mrch 5, 2012

18 System Trining Plnning Wheres the O&M Trining sessions will pertin to individul pieces of equipment, the Systems Trining sessions will focus on how those components re uniquely put together s systems for the project. The Commissioning Mnger will fcilitte the development of Systems Trining progrm. The purpose of this trining will be to present ll of the commissioned systems; their design intent; schemtic digrms; sequences of opertion; integrtion with other systems; nd res of the building served by the systems. Although fcilitted by the Commissioning Mnger, Systems Trining will be collbortive effort between the Design Tem, the Contrctors, nd the Commissioning Mnger; ech delivering their re of expertise for ech system. Systems trining plnning will require defining the type nd level of trining required for the systems; number of sessions; video recording expecttions; trining gend; nd presenttion/documenttion mterils. The Commissioning Mnger will compile Systems Trining presenttion mterils from documents submitted by the Design Tem nd the Construction Tem. Occupnt Trining Plnning With n understnding tht some building systems require certin behviors from building occupnts nd system users in order to perform s intended, the Commissioning Mnger will fcilitte the development of n Occupnt Trining progrm. The Occupnt Trining progrm will introduce, in ppropritely technicl terms for the occupnts, the systems impcting the occupied spces. The trining will lso present the vrious wys in which the occupnts my be ble to influence system performnce (i.e., opening doors nd windows, djusting thermostts, introducing spce heters, moving furniture, overriding occupncy sensors, etc.) nd estblish ground rules for building occupnt behvior. Trining plnning will require defining the type nd level of trining required for the project; future occupnt coordintion; video recording expecttions; trining gend; nd presenttion/documenttion mterils. Finl Prefunctionl Checklists & Trend Log Specifictions The Commissioning Mnger will finlize Prefunctionl Checklists (PFCs) customized for ech system to be commissioned fter reviewing pproved submittls, requests for informtion, chnge orders, supplementl instructions, nd other construction phse modifictions nd/or dditions. The Commissioning Mnger will issue finl PFCs to the Fcilities Mngement Commissioning Authority for review nd comment. Upon incorportion of ccepted Fcilities Mngement Commissioning Authority comments, the Commissioning Mnger will issue finl PFCs for completion nd sign-off by the Contrctor during finl system checkout. The PFCs shll be used to document tht key system-level instlltion, strtup, progrmming, coordintion, integrtion, nd testing ctivities hve been completed. These re not contrctor Americn University Revision 1.1 Mster Commissioning Pln Pge 17 Mrch 5, 2012

19 qulity control checklists for ech piece of equipment but system-level confirmtion of rediness for the system s Functionl Performnce Test. The Generl Contrctor will be responsible for overseeing the completion of the checklists by the Subcontrctors, becuse ech system typiclly requires the prticiption of multiple Subcontrctors to be complete nd redy for testing. Exmples of Prefunctionl Checklist items include, but re not limited to, pipe pressure testing; duct ir lekge testing; electricl wiring; mjor equipment strtup; vrible frequency drive setup; controls point-to-point checkout; controls progrmming; test, djust, nd blnce completion nd issues resolution; successful completion of the contrctor-only dry run of the Functionl Performnce Test, etc. PFCs for systems controlled nd /or monitored by centrl cmpus energy mngement system (EMS) include requirement tht building utomtion system grphics screen is complete, points hve been properly mpped to the centrl EMS, nd AU Fcilities Mngement personnel hve ccess to view system sttus nd opertion. PFCs for systems controlled nd/or monitored by the building utomtion system lso include requirements for building utomtion system trend logs to be progrmmed prior to the strt of Functionl Performnce Testing. These requirements will include the points to be trended, the frequency of the trends, nd the points to be included together on color grphic trend logs when submitted for review. Finl Functionl Performnce Tests The Commissioning Mnger will finlize Functionl Performnce Test Procedures (FPTs) for ech system to be commissioned fter reviewing pproved submittls, requests for informtion, chnge orders, supplementl instructions, nd other construction phse modifictions nd/or dditions. The following re the minimum requirements for Americn University FPTs: Step-by-Step Script FPTs should dictte chronologicl list of steps to be followed. The steps should be scripted in n efficient mnner, minimizing the level of redundncy between steps s much s prcticl. The intent of testing is to demonstrte performnce of ech mode of system opertion s effectively nd efficiently s possible. Repetble Although the Commissioning Mnger will develop nd oversee the execution of FPTs when they re implemented t the end of construction, the test procedures re required to be designed to be referenced by future Fcilities Mngement stff for recommissioning purposes. As such, the test procedures should be designed to stnd lone nd be understood by resonbly knowledgeble building opertions personnel without the Commissioning Mnger s involvement. Americn University Revision 1.1 Mster Commissioning Pln Pge 18 Mrch 5, 2012

20 The ction required for ech step should not be open to interprettion in the field. For exmple, step tht reds, Put the system into economizer mode, does not explin how tht should be done. The Commissioning Mnger should define whether tht should be ccomplished by overriding outdoor ir inputs, overriding return ir inputs, chnging setpoints, overriding the economizer mode softwre point, or some other method pproprite for the system nd sequence being tested. Given the differences between building utomtion systems nd their progrmming, systems rection is likely to vry depending on how the ction is performed. To the gretest extent prcticl, this needs to be understood by the Commissioning Mnger prior to the strt of field testing. Unmbiguous Pss/Fil Acceptnce Criteri For ech step of the test procedure, there should be pss/fil definition of cceptble response. This typiclly is description of how ech device in system is designed to rect to the scripted ction imposed on the system. In the interest of field testing efficiency, the cceptnce criteri should be clerly defined in terms tht everyone in the field cn understnd nd gree on. Vlves nd dmpers should open or close; fns nd pumps shll strt or stop; modulting devices shll modulte higher or modulte lower. Simply stting tht the system should respond s specified, is not cceptble in n FPT procedure. Customized Ech test procedure must reflect the finl design nd pproved shop drwings for the unique systems in ech project. There should be nothing not pplicble in project s FPT, i.e., if step or rection is not pplicble, it should be removed from the procedure. Smpling Strtegies The Contrctor cn employ smpling strtegy to functionlly test frction of the totl number of non-life sfety or non-criticl equipment tht re identicl or ner identicl pieces of equipment (e.g., terminl units, occupncy sensors, exhust fns, etc.). The smpling strtegy must be well-defined nd pproved by AU Fcilities during the Design Phse nd documented in the Finl Commissioning Pln nd the Commissioning Specifiction. The smpling strtegy must define the pplicble project-specific equipment, the percent of rndomly selected equipment to be tested, the filure rte threshold, nd recourse pln if excessive filures re discovered. The Mechnicl, Electricl, TAB, nd Controls Contrctors will review nd comment on the efficiency nd sfety of the proposed test steps, nd the Fcilities Mngement Commissioning Authority will review for completeness nd rigor. The Commissioning Mnger will incorporte Fcilities Mngement Commissioning Authority s nd the Contrctors recommendtions s pproprite. It is the review ctivity tht helps prevent surprises in the field on test dy. Upon incorportion of the ccepted Fcilities Mngement Commissioning Authority nd Contrctor Americn University Revision 1.1 Mster Commissioning Pln Pge 19 Mrch 5, 2012

21 comments, the Commissioning Mnger will issue finl FPTs for use in the system functionl performnce testing process. Refer to Section 7 for exmples of both Prefunctionl Checklists nd Functionl Performnce Test Procedures. These exmples re intended to communicte formt nd level of rigor. The ctul project checklists nd test procedures will be customized to mtch the finl design requirements for ech system. Americn University Revision 1.1 Mster Commissioning Pln Pge 20 Mrch 5, 2012

22 Acceptnce Phse Commissioning Coordintion Meetings The Commissioning Mnger will pln, fcilitte nd document Acceptnce Phse Commissioning Coordintion Meetings. These meetings will be hevily focused on system rediness for Functionl Performnce Testing nd scheduling of tht testing. Acceptnce Phse Commissioning Coordintion Meetings will be held s frequently s deemed necessry by the Commissioning Mnger to keep the Commissioning process on trck for completion prior to Substntil Completion. Test, Adjust, nd Blnce (TAB) Report Review The TAB Contrctor will prepre blncing report documenting tht ll ir nd hydronic systems hve been djusted nd re within cceptble design vlues. The Fcilities Mngement Commissioning Authority nd the Commissioning Mnger will review the report submitted by the TAB Contrctor, concurrent with the Design Tem s the TAB Contrctor completes work on individul systems (i.e., not ll systems need to be blnced before the reporting process begins). The Commissioning Mnger will verify tht ll required dt hs been collected, tht the mesured results re in complince with the design documents, nd tht ny non-complince items hve been resolved nd reblnced prior to the strt of Functionl Performnce Testing. The Fcilities Mngement reviewers will submit their comments to the Commissioning Mnger who will consolidte ll comments nd forwrd them to the Design Tem. The Design tem will ddress these comments, incorporting them s pproprite into their forml TAB report review response to the Contrctor. The Design Tem will provide written responses to ech TAB report review comment to the Commissioning Mnger. Refer to Section 7 for n exmple of the Document Review Templte. Systems Trining Delivery The Commissioning Mnger will fcilitte the scheduling of Systems Trining with the Fcilities Mngement Commissioning Authority, the Design Tem, nd the Construction Tem. The trining events will be coordinted for the convenience of the trinees, i.e., between shifts, mngeble mounts of trining t time to ccommodte trinees other responsibilities, etc. The Commissioning Mnger will led the Systems Trining sessions with most gend items presented by members of the Design Tem nd Construction Tem. The Fcilities Mngement Commissioning Authority will schedule nd coordinte the video recording of the Systems Trining sessions with Americn University resources. Americn University Revision 1.1 Mster Commissioning Pln Pge 21 Mrch 5, 2012

23 O&M Trining Delivery After the Trining Agends hve been reviewed nd ccepted by the Fcilities Mngement Commissioning Authority, the Commissioning Mnger will convene meeting with the Contrctors nd the Fcilities Mngement Commissioning Authority to schedule the individul O&M Trining sessions. The trining events will be coordinted for the convenience of the trinees, i.e., between shifts, smll mounts of trining t time to ccommodte trinees other responsibilities, etc. Trining will be concurrent with equipment strt-up by the Contrctor. The Contrctor will formlly document ech trining session nd the cceptnce of the trining. Documenttion of Fcilities Mngement cceptnce will require tht someone representing the trinees formlly nd in writing ccept ech trining session s complying with tht session s Trining Agend. The Commissioning Mnger will collect this documenttion in the form of fully executed Trining Agends nd include them s prt of the Finl Commissioning Report. The Fcilities Mngement Commissioning Authority will schedule nd coordinte the video recording of the O&M Trining sessions with Americn University resources. Prefunctionl Checklists Completion The prefunctionl checklists re used to document tht the systems re fully instlled, connected, strted-up, progrmmed, integrted nd hve successfully pssed their respective Functionl Performnce Tests in contrctor-only dry run. Fully executed Prefunctionl Checklists re the Contrctor s vlidtion tht the systems re redy for successful Functionl Performnce Testing witnessed by Fcilities Mngement nd the Commissioning Mnger. The Prefunctionl Checklists will be documented in writing by personnel representing the responsible Contrctors; multiple Subcontrctors will need to sign-off on ech system s checklist. These checklists re primrily inspections nd procedures to prepre the equipment or system for initil opertion (e.g., oil levels, fn belt tension, lbels ffixed, guges in plce, sensor clibrtion, etc.). However, some checklist items entil simple testing of component, piece of equipment or system (such s mesuring the voltge imblnce on three phse pump motor of chiller system). Ech piece of equipment is to receive full checkout by the Contrctors. No smpling strtegies will be permitted. All building utomtion system trend logs required for system must be progrmmed nd collecting dt before the PFCs re completed nd submitted by the Contrctors. Functionl Performnce Test Plns The Commissioning Mnger will prepre nd distribute Functionl Performnce Test Plns prior to the strt of Functionl Performnce Testing. This will llow the Construction Tem to review the proposed testing schedule; to understnd which test procedures will be conducted during specific testing period; to schedule the pproprite people to be in ttendnce for ech test; nd to verify tht the necessry equipment is vilble when testing begins. Americn University Revision 1.1 Mster Commissioning Pln Pge 22 Mrch 5, 2012

24 The Fcilities Mngement Commissioning Authority will schedule Fcilities Mngement stff to prticipte in nd witness Functionl Performnce Testing bsed on the schedule outlined in ech Test Pln. Functionl Performnce Testing Functionl Performnce Testing is the technicl culmintion of the Commissioning process for systems cceptnce by the Fcilities Mngement Commissioning Authority nd should be performed prior to Substntil Completion. The Commissioning Mnger will field-direct, witness, nd document the Functionl Performnce Test Procedure (FPT) for ech system to be commissioned. Although the Commissioning Mnger directs the tests, the Contrctors will mnipulte the systems nd controls in ccordnce with the FPTs reviewed nd ccepted by ll tem members before the strt of testing. The Fcilities Mngement representtives will witness nd prticipte in the Functionl Performnce Testing, s determined by Fcilities Mngement, to understnd how the systems operte nd how optiml performnce cn be mintined. Trend Log Review The Contrctor will downlod nd submit electronic trend dt to the Commissioning Mnger for review t time scheduled by the Fcilities Mngement Commissioning Authority nd the Commissioning Mnger. This my be prior to the strt of Functionl Performnce Testing, immeditely following Functionl Performnce Testing, or fter occupncy. The trend dt will be submitted in editble spredsheet formt nd in color grphs designed s specified in the Prefunctionl Checklist for ech ffected system. Any trend logs demonstrting performnce not meeting the construction document requirements will be re-run, following remedition of the problems, nd re-submitted to the Commissioning Mnger for review. Commissioning Action List The Commissioning Mnger will mintin Commissioning Action List - strting in the Design Phse nd continuing through the Wrrnty Phse - to trck the sttus of ll Commissioningrelted items. The Commissioning Action List includes process-relted nd technicl-relted issues ssocited with successful completion of the Commissioning process. For ech deficiency found during Functionl Performnce Testing, the Commissioning Mnger will dd the item to the Commissioning Action List. The Commissioning Action List is the vehicle for communicting, trcking, nd documenting the sttus nd correction of ech deficiency. The Commissioning Mnger shres the Commissioning Action List with the Contrctors who inform the Commissioning Mnger in writing upon correction of ech problem with n Americn University Revision 1.1 Mster Commissioning Pln Pge 23 Mrch 5, 2012

25 explntion of wht ws done to resolve the issue. If the Functionl Performnce Test demonstrtes system performs s designed but does not meet the OPR criteri for tht system, the ssocited Commissioning Action List item will be ssigned to the Design Tem to engge them in the issue resolution process. Upon notifiction of the completion of Commissioning Action Item, the Commissioning Mnger will schedule re-testing for the ffected system to verify stisfctory resolution of the deficiency. Refer to Section 7 for the Commissioning Action List templte. Functionl Performnce Re-Testing The Commissioning Mnger will field-direct, witness, nd document Functionl Performnce Re-Testing for ech system tht filed to pss its initil FPT. For systems tested with smpling strtegy, s defined in the Finl Functionl Performnce Test Procedures, dditionl smples will need to be tested during re-testing if the filures of the initil smple exceed the filure rte threshold. The extent nd level of rigor of retesting will be s the Commissioning Mnger deems necessry to confirm successful resolution of the initil deficiencies without scrificing performnce elements which hd originlly pssed the system FPT. Although the Commissioning Mnger directs the re-tests, the Contrctors will mnipulte the systems nd controls. Fcilities Mngement representtives will witness nd prticipte in the Functionl Performnce Re-Testing s determined by Fcilities Mngement. Americn University Revision 1.1 Mster Commissioning Pln Pge 24 Mrch 5, 2012

26 Wrrnty Informtion Hnd-off The Contrctor nd the AU Construction Mnger will provide wrrnty informtion to the Fcilities Mngement Commissioning Authority for the commissioned systems. The wrrnty informtion will be trnsferred prior to Substntil Completion nd will include, but not be limited to, mster equipment list; wrrnty strt nd end dtes; mnufcturer contct informtion; extended wrrnty (if ny) detils; plnned mintennce ctivities required to keep equipment under wrrnty; etc. The Fcilities Mngement Commissioning Authority will review nd pprove the wrrnty informtion submitted t the end of construction for complince with the specifictions. Occupnt Trining Delivery The Commissioning Mnger will fcilitte the scheduling nd delivery of Occupnt Trining with the Fcilities Mngement Commissioning Authority nd representtives of the building occupnts. The trining events will be coordinted for the convenience of the trinees, i.e., between shifts, mngeble mounts of trining t time to ccommodte trinees other responsibilities, etc. The Commissioning Mnger will led the Occupnt Trining sessions with prticiption by the Fcilities Mngement Commissioning Authority. The Fcilities Mngement Commissioning Authority will schedule nd coordinte the video recording of the Occupnt Trining sessions with Americn University resources. Deferred Testing Functionl Performnce Tests (FPTs) my need to be deferred until fter Substntil Completion for vriety of resons. The most common resons include (1) HVAC systems my need to hve different wether conditions thn those t the end of construction nd (2) commissioned systems my need to hve lod put on them before testing cn be considered meningful. FPTs tht occur fter Substntil Completion will be conducted, documented, nd trcked in mnner identicl to the Acceptnce Phse process. As-Built Documenttion Review The AU Construction Mnger will provide the Fcilities Mngement Commissioning Authority with s-built documenttion including, but not limited to, (1) record instlltion drwings nd (2) the finl building utomtion system controls mnul. The s-built building utomtion system controls mnul will include the finl s commissioned system schemtics, sequences of opertions, setpoints, nd lrm limits. These documents will be reviewed by the Commissioning Mnger nd Fcilities Mngement stff. The Fcilities Mngement reviewers will submit their comments to the Commissioning Americn University Revision 1.1 Mster Commissioning Pln Pge 25 Mrch 5, 2012

27 Mnger who will consolidte ll comments nd forwrd them to the AU Construction Mnger for resolution by the Design nd Construction Tems. Commissioning Report Following resolution nd/or cceptnce of ll Commissioning Action Items, the Commissioning Mnger will prepre the Commissioning Report. The report will be compiltion of documenttion (both technicl nd process-relted) ssocited with the Commissioning process. It will be prefced with n Executive Summry documenting the finl system sttus compred to the Owner s Project Requirements document. The Commissioning Report will include t lest the following sections: 1. Introduction 2. Executive Summry 3. Owner s Project Requirements 4. Bsis of Design 5. Commissioning Pln 6. Commissioning Specifiction Section 7. Commissioning Action List 8. Commissioning Coordintion Meeting Minutes 9. Wrrnty Phse Check-up Meeting Minutes 10. Design Review Comments 11. Submittl Review Comments 12. TAB Report Review Comments 13. As-Built Documenttion Review Comments 14. O&M Mnul Review Comments 15. O&M Trining Pln 16. O&M Trining Agends (fully executed) 17. Systems Trining Agends 18. Occupnt Trining Agends 19. Prefunctionl Checklists (fully executed) 20. Functionl Performnce Test Plns 21. Blnk Functionl Performnce Test Procedures The Commissioning Mnger will submit the Commissioning Report to the Fcilities Mngement Commissioning Authority for review. The Commissioning Mnger will mend the Commissioning Report t the end of the Wrrnty Phse to document pertinent Wrrnty Phse ctivities, findings, decisions, etc. Americn University Revision 1.1 Mster Commissioning Pln Pge 26 Mrch 5, 2012

28 Systems Mnul & On-Going Commissioning Pln The Commissioning Mnger will collect nd compile the Systems Mnul & On-Going Commissioning Pln, bsed on Americn University stndrds for this document. At minimum, these document shll include the following for the commissioned systems: 1. Owner s Project Requirements 2. Bsis of Design 3. Integrted Building Systems Operting Instructions 4. System Schemtic Digrms 5. As-Built Control Sequences of Opertion nd Initil Setpoints 6. Plnned Mintennce Activities nd Recommended Frequencies 7. Recommended Control System Sensor & Actutor Clibrtion Frequencies 8. Recommended Building Automtion System Trend Logs for On-Going Commissioning Monitoring nd Evlution 9. Recommended System Re-Testing Frequencies 10. Blnk Functionl Performnce Test Procedures for Re-Testing In the Design Phse the Commissioning Mnger will prepre n outline of the Systems Mnul & On-Going Commissioning Pln long with ssigned roles nd responsibilities for project tem members to produce the vrious elements of the document. These requirements will be incorported into the Commissioning Specifiction nd included in the bid documents. During the Construction Phse, the Commissioning Mnger, Design Tem, nd Construction Tem will prepre preliminry schedule of when ech element will be submitted to the Commissioning Mnger over the course of the project. The Commissioning Mnger will submit the Systems Mnul & On-Going Commissioning Pln to the Fcilities Mngement Commissioning Authority for review. Wrrnty Phse Check-up & Meeting No lter thn 2 month before the end of the Wrrnty Phse, wrrnty meeting will be plnned, fcilitted, nd documented by the Commissioning Mnger. This meeting is n opportunity for Fcilities Mngement nd other AU Deprtment representtives to provide feedbck on the effectiveness nd efficiency of the new equipment nd systems. The Design Tem nd Construction Tem re required to prticipte in the wrrnty meeting. The Fcilities Mngement Commissioning Authority will oversee the collection of opertions issues, concerns, chllenges, etc., throughout the Wrrnty Phse in order for the wrrnty meeting to be s comprehensive nd meningful s prcticl. Informtion received by the Design Tem nd Construction Tem will be used to trck nd correct wrrnty-relted issues; to contribute to future Owner's Project Requirements documents; nd to refine Americn University s project delivery process. Americn University Revision 1.1 Mster Commissioning Pln Pge 27 Mrch 5, 2012

29 On-Going Commissioning Activities AU Fcilities ddresses chnges in occupncy, use, mintennce nd repir nd mkes periodic djustments nd reviews of building operting systems nd procedures essentil for optiml energy efficiency nd service provision. Americn University Revision 1.1 Mster Commissioning Pln Pge 28 Mrch 5, 2012

30 7 Commissioning Documenttion A. Commissioning Action List Templte B. Document Review Templte C. Trining Pln Exmple D. Trining Agend Exmple E. Exmple Prefunctionl Checklists F. Exmple Functionl Performnce Test Procedures Americn University Revision 1.1 Mster Commissioning Pln Pge 29 Mrch 5, 2012

31 AMERICAN UNIVERSITY COMMISSIONING ACTION LIST TEMPLATE ACTION ITEM # DATE LOGGED ENTRY TYPE TECHNICAL CATEGORY COMMENT GENERATOR RESPONSIBLE TEAM MEMBER(S) ITEM DESCRIPTION STATUS EXPECTED COMPLETION DATE STATUS UPDATE CLOSE DATE 1 02/20/12 Meeting Minutes Generl MEM AU Submit requested documenttion OPEN 2/22/ /20/12 Document Review RFIs for commissioningrelted issues. Generl MEM Cx mnger Review ON GOING 3 02/20/12 Verbl Generl MEM QSE Submit requested documenttion CLOSED 2/22/2012 2/21/12: Documenttion submitted 02/21/12 Correct deficiency 4 02/20/12 Site Observtion Generl CEM QSE 2/22/ /20/12 Verifiction Testing Mechnicl RTE 6 02/20/12 Meeting Minutes Mechnicl MSM Controls Contrctor Controls Contrctor Correct system schemtic in s-built controls documenttion. Perform point-to-point checkout of control system points mpped to the cmpus front end computer fter communictions hve been estblished. READY TO VERIFY AS BUILTS 2/22/2012 DEFERRED 12/31/12 02/21/12: This ws the problem, this is how it ws fixed. Cx Mnger to verify. Americn University Commissioning Action List Templte Pge 1 of 1 2/23/2012

32 AMERICAN UNIVERSITY COMMISSIONING REVIEW COMMENTS TEMPLATE Americn University Project Nme Document Set (Nme, Dte) C = Criticl Reference CO = Coordinte S = Suggestion Initil Comment Q = Question Comment Comment Number E = Energy Dte Genertor Type Number Dte System(s) Sttus Commissioning Review Comment Design Tem Response Commissioning Mnger Bckcheck MECHANICAL M001 CO 3/7/2011 RTE Dwg M4.1 2/21/2012 HVAC CLOSED M002 C 3/7/2011 RTE Spec /21/2012 HVAC OPEN ELECTRICAL E001 LIFE SAFETY L001 The hot wter supply pipe riser going up from the 2nd floor is not shown entering the 3rd floor. If the boiler mnufcturer's control pnel is to control the boilers nd their on/off/modulting control, this specifiction section should include sequence of opertion for tht control. Also, the points to be shred between the boiler control pnel nd the centrl utomtion system need to be define. Will be corrected in 100% CD documents. Confirmed corrected. Americn University Review Comments Templte Pge 1 of 1 2/23/2012

33 EXAMPLE: O&M STAFF EQUIPMENT TRAINING PLAN Description Scope Triner Informtion Scheduling Trcking MECHANICAL Het Pumps Hydronic Pumps Rooftop Units EQUIPMENT Spec Section Het Pumps Hydronic Pumps Rooftop Units 1 Pre-Occ Scope A Hours 1 Pre-Occ Scope B Hours 1 Pre-Occ Scope C Hours Post-Occ Hours Totl Hours Video Recorded Mech 2 2 Mech Mech Energy Recovery Units/Het Recovery Units Energy Recovery Mech VAV Terminl Units VAV Terminl 2 2 Mech Terminl Heters (UH, BBH, IFR) Terminl Heters 1 1 Mech Gurd Shck Air Conditioning Unit ACU 2 2 Mech Primry Responsible Contrctor Nme Compny E-mil Phone number Dte Time Loction Agend Approved Trining Session Complete Trining Session Approved Exhust Fns Exhust 1 1 Mech Fns Mkeup Air Units Mkeup Mech Air Units HVLS Fns HVLS 1 1 Mech Fns Direct Stem Heter Direct 2 2 Mech Stem Domestic Hot Wter Mixing Vlves Domestic 1 1 Mech Hot Wter VFDs VFDs Mech/Elec Plnt Systems Controls Office Systems Controls ELECTRICAL Lighting Controls Plnt Systems Office Systems Lighting Controls Mech Mech Elec 1 Generl Scope Codes (refer to the specific equipment Trining Agend for dditionl detils) A. Provide n overview of the purpose nd opertion of this equipment, including required interctions of trinees with the equipment. (Approximtely 15 to 30 minutes) B. At n intermedite level, provide technicl informtion regrding the purpose, opertion nd mintennce of this equipment, expecting tht serious mlfunctions will be ddressed by fctory reps. (Approximtely 1 to 2 hours) C. At very technicl level, provide informtion regrding the purpose, opertion, troubleshooting nd mintennce of this equipment, expecting tht lmost ll opertion, service nd repir will be provided by the trinees. (Hours vry by level of complexity.) Americn University Pge 1 of Trining Pln Exmple

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36 THIS FORM TO BE COMPLETED BY GENERAL CONTRACTOR NAME: EXAMPLE VAV TERMINAL UNITS WITH REHEAT RADIATION PREFUNCTIONAL CHECKLIST VAV VAV ACCEPTANCE CRITERIA DEVICE LOCATIONS 1 2 Contrctor Notes VAV box controller, rehet shutoff vlves, striner, rehet control vlve, nd volume dmper re esily ccessible. VAV box, rehet coil, nd rdition re replceble without removing other systems (ductwork, conduit, piping, etc.). VAV thermostt is not subjected to direct sunlight or other 3 temperture influencing sources. POWER AND COMMUNICATION 4 Control dmper responds to BMS commnds. 5 Hot wter rehet control vlve responds to BMS commnds. 6 Rdition control vlve responds to BMS commnds. 7 BMS grphics screen is complete nd points hve been properly mpped to the centrl energy mngement system (EMS) System is ble to fully execute ll steps of the sequence of 8 opertions nd is ble to mintin ll system setpoints. SENSOR CALIBRATION 9 10 Airflow sensor is clibrted nd showing ccurte vlues t the BMS front-end computer. Thermostt temperture sensor is clibrted nd showing ccurte vlues t the BMS front-end computer. Locl thermostt temperture setpoint mtches BMS 11 temperture setpoint. EQUIPMENT STARTUP AND QUALITY CONTROL TESTS 12 Successful lek test results submitted ( ). 13 Successful opertionl test results submitted ( ). REPORTS & DOCUMENTATION 14 Associted ir hndling unit PFC hs been submitted. 15 Air side testing, djusting, nd blncing informtion hs been submitted nd deficiencies corrected. 16 Wter side testing, djusting, nd blncing informtion hs been submitted nd deficiencies corrected. Americn University Cx Pln Prefunctionl Checklist Pge 1 of 1 E1 PFC Terminl Units EXAMPLE.xls

37 THIS FORM TO BE COMPLETED BY GENERAL CONTRACTOR NAME: EXAMPLE LIGHTING CONTROLS PREFUNCTIONAL CHECKLIST Lighting Control System Service Are INSTALLATION ACCEPTANCE CRITERIA Contrctor Notes Lighting Controller locted nd mounted in loction where udible noise is cceptble Lighting Controller voltge wiring is t lest six (6) feet from sound nd electronic equipment wiring. Clernce on left nd right side of the rely cbinets is 1 1/2 " or greter Lighting Control cbinets re esily ccessible for djustment, repir, nd replcement. 5 Cbinets re clened of ll dust, debris, metl prticles Rely cbinet nchored nd supported per mnufcturer's recommendtions Bordroom Dimming system instlltion complete nd opertionl Ultrsonic ceiling mounted occupncy sensors re locted minimum of six (6) feet from HVAC supply/return vents Sensors mounted over doorwys re plced one (1) foot inside threshold. All occupncy sensors re esily ccessible for djustment, repir, nd replcement. All dylight photosensors re esily ccessible for djustment, repir, nd replcement. Digitl Pushbutton Sttions re instlled nd operte designted light fixtures ccording to the construction documents. Outdoor photocell is mounted fcing northern sky nd pointed wy from nighttime light sources. Component/subsystems re clerly nd correctly identified with temporry/permnent lbels Fluorescent bllsts re instlled such tht both lighting fixture nd bllst re grounded. Dedicted power circuit provided nd used only for power to the control electronics in the rely cbinets Minimum 18AWG strnded wire instlled for ll low voltge wiring 18 All field wiring is completed Americn University Cx Pln Prefunctionl Checklist Checklist Pge 1 of 3 E2 PFC Lighting Controls.xls

38 THIS FORM TO BE COMPLETED BY GENERAL CONTRACTOR NAME: EXAMPLE LIGHTING CONTROLS PREFUNCTIONAL CHECKLIST Lighting Control System Service Are 19 ACCEPTANCE CRITERIA All connections securely fstened in ccordnce with recommended torque vlues Contrctor Notes 20 Verify lbeling of field nd interconnecting wiring is completed Verify circuit brekers feeding lighting circuits re rted for intended purpose For best lmp life, verify instlled fluorescent lmps hve logged 100 hours of opertion prior to ny dimming or testing of dimming. 23 Network instlltion(s) is per mnufcturer's recommendtions: b 23.c Mnufcturer's recommended network wiring hs been instlled Network cble not in close proximity to AC wiring nd ll control/power wiring in conduit Network cble is run seprtely from line voltge nd does not pss ner ny source of electricl noise such s fluorescent circuits or motor wiring. 23.d Network drin/shields re tied together t connectors. 23.e Network drin/shields re grounded t one point only Lst control sttion or dimmer cbinet on ech end of network 23.f run hs been terminted with jumper per mnufcturer's requirements. No bre conductors showing t termintions on low voltge 23.g input wiring. SAFETY DEVICES 24 Emergency input contct to Lighting Controllers (including Mini Z dylight hrvest controllers) wired if pplicble Americn University Cx Pln Prefunctionl Checklist Checklist Pge 2 of 3 E2 PFC Lighting Controls.xls

39 THIS FORM TO BE COMPLETED BY GENERAL CONTRACTOR NAME: EXAMPLE LIGHTING CONTROLS PREFUNCTIONAL CHECKLIST Lighting Control System Service Are ACCEPTANCE CRITERIA POWER AND COMMUNICATION Contrctor Notes 25 All occupncy sensors ctivte the pproprite light fixtures All dylight photosensors re connected, progrmmed nd operting properly. Exterior lighting photocell connected, progrmmed nd operting properly. Digitl Pushbutton Sttions connected, progrmmed nd operting properly. Dimming system Clss 2 Wiring instlled s required by mnufcturer's requirements including use of CAT5 wiring 30 All control system progrmming is complete Control system progrms bcked up to prevent loss during 31 power outge s pplicble. SENSOR CALIBRATION All occupncy sensors hve been set to the time delys outlined in the OPR. All dylight photosensors hve been set to the light levels outlined in the OPR or t minimum levels per IESNA stndrds 34 Exterior photocell hs been set EQUIPMENT STARTUP AND QUALITY CONTROL TESTS 35 Ech circuit hs been tested for short circuits before connection to rely. Proper opertion of ech rely hs been verified by using the 36 override buttons REPORTS & DOCUMENTATION 37 None. Americn University Cx Pln Prefunctionl Checklist Checklist Pge 3 of 3 E2 PFC Lighting Controls.xls

40 THIS FORM TO BE COMPLETED BY GENERAL CONTRACTOR NAME: EXAMPLE MV SWITCHGEAR ATO PREFUNCTIONAL CHECKLIST Service Are MV ATO All Contrctor Notes ACCEPTANCE CRITERIA Switchger Automtic Trnsfer Opertion (ATO) 1 Wiring is completed (interconnection, control power etc.) 2 Control wiring hs been verified Temporry control power is vilble so the opertion of the switches cn be verified before the utility energizes the feeders. Switches hve been opened nd closed mnully nd using the controls on the front pnel. The sequence of opertion hs been successfully performed (utomtic trnsfer opertion). 6 Temporry Power vilble for test equipment. 7 Instlltion is complete nd redy for verifiction testing. Americn University Cx Pln Prefunctionl Checklist Pge 1 of 1 E3 PFC EXAMPLE MV Switchger w ATO.xls

41 THIS FORM TO BE COMPLETED BY GENERAL CONTRACTOR NAME: EXAMPLE GENERATOR PREFUNCTIONAL CHECKLIST Service Are Engine Genertor All Engine Genertor 1 2 ACCEPTANCE CRITERIA Contrctor Notes Ground bus(ses) hve been instlled nd terminted to ground grid system Permnent lbels for bus, section, brekers nd devices instlled Electricl equipment clen of construction debris, dust, nd moisture nd egress routes from electricl room re unobstructed. All bolted connections securely fstened in ccordnce with recommended torque vlues Genertor neutrl bus is solidly grounded by fctory-instlled bonding jumper s specified for four-pole system 6 Genertor frme nd enclosure bonded to ground Genertor nchored in plce ccording to mnufcturer s recommendtions All bolted electricl connections hve been tightened to their proper torque vlues. (Note: some connections will be disconnected s prt of the functionl testing. These connections will be field torqued to proper settings t the conclusion of the field-testing.) Mnufcturer s field service personnel hve completed preliminry checkout nd strtup 10 Engine lube oil system is fully opertionl nd free of leks 11 Engine coolnt system is fully opertionl nd free of leks 12 Fuel supply system tnk is full nd redy for opertion 13 Engine exhust is fully opertionl nd free of leks 14 Engine exhust hs rin cp instlled t exterior outlet 15 Engine exhust hs condenste drin instlled t silencer 16 Btteries re fully chrged nd in service 17 Genertor remote nnuncition pnel is remotely instlled, electriclly connected nd fully opertionl to comply with NFPA 110, Level 1 system. Americn University Cx Pln Prefunctionl Checklist Pge 1 of 2 E4 PFC EXAMPLE Genertor.xls

42 THIS FORM TO BE COMPLETED BY GENERAL CONTRACTOR NAME: EXAMPLE GENERATOR PREFUNCTIONAL CHECKLIST Service Are Engine Genertor All ACCEPTANCE CRITERIA Contrctor Notes Genertor remote E-stop is remotely instlled, electriclly connected nd fully opertionl to comply with NFPA 110, Level 1 system Genertor control wiring to building mngement control pnel is instlled, electriclly connected nd fully opertionl All Overcurrent protective devices hve been instlled t the proper mpere rting nd ll settings hve been djusted to mtch the finl pproved system Coordintion Study. 21 Utility Power is vilble nd connected for system opertion All sttus nd lrm indictors re instlled nd functioning properly. All field nd interconnecting wiring is completed nd lbeled t ech end with visible nd redble tgs, printed mrkings on the conductors re NOT cceptble Testing gency or mnufcturer's representtive hs been scheduled to perform the test nd the commissioning uthority hs been notified of the testing dte. Test equipment requirements hve been reviewed with the testing gency or mnufcturer's representtive. 26 Power vilble for test equipment. 27 Instlltion is complete nd redy for verifiction testing. Americn University Cx Pln Prefunctionl Checklist Pge 2 of 2 E4 PFC EXAMPLE Genertor.xls

43 THIS FORM TO BE COMPLETED BY GENERAL CONTRACTOR NAME: EXAMPLE AUTOMATIC TRANSFER SWITCH PREFUNCTIONAL CHECKLIST Service Are Automtic Trnsfer Switch All ACCEPTANCE CRITERIA Automtic Trnsfer Switch Contrctor Notes 1 Electricl room grounding system complete. 2 3 Ground bus(ses) hve been instlled nd terminted to ground grid system Doors to electricl room instlled nd locks or temporry security mesures instlled. 4 Electricl room cler of storge, temporry equipment, etc Permnent lbels for bus, section, brekers nd devices instlled Electricl equipment clen of construction debris, dust, nd moisture nd egress routes from electricl room re unobstructed. All bolted connections securely fstened in ccordnce with recommended torque vlues Working clernces meet NEC nd contrct documents nd ATS hs been instlled on level housekeeping pd 9 ATS nchored per mnufcturer s instruction 10 All enclosure pnels nd doors in plce, fitted, undmged All field nd interconnecting wiring is completed nd lbeled t ech end with visible nd redble tgs, printed mrkings on the conductors re NOT cceptble NORMAL nd EMERGENCY sources re vilble for testing. All settings hve been djusted to Engineer's provided settings. Testing gency hs been scheduled to perform the test nd the commissioning uthority hs been notified of the testing dte. Test equipment requirements hve been reviewed with the testing gency. 16 Instlltion is complete nd redy for verifiction testing. Americn University Cx Pln Prefunctionl Checklist Pge 1 of 1 E5 PFC EXAMPLE Automtic Trnsfer Switch.xls

44 EXAMPLE VAV WITH REHEAT AND PERIMETER HEAT FUNCTIONAL PERFORMANCE TEST Pssed 0 Tested 0 Initil Test Dte? Retest 1? Retest 2? VAV VAV VAV Room(s) Served Mx Cooling CFM Min Cooling CFM Mx Heting CFM Min Heting CFM Occupied Spce Temperture Cooling Setpoint Occupied Spce Temperture Heting Setpoint 2,400 1,100 2,400 1,200 1,050 1,200 2,400 1,100 2,400 1,200 1,050 1,200 1 Observe VAV box 2 Observe rehet coil loction. 3 4 ACTION DEVICE LOCATIONS Observe rehet hot wter vlve loction Observe perimeter rdition hot wter vlve loction Notes ACCEPTANCE CRITERIA Removble without removing ductwork or piping. Re-het coil removble without removing ductwork or piping. Accessible for mintennce or replcement Accessible for mintennce or replcement 5 Observe temperture sensor loction Temporry loction TEST INITIATION 6 Record Initil Performnce Prmeters OCCUPIED COOLING Spce temperture setpoint Insert Vlue Insert Vlue Insert Vlue Spce temperture Insert Vlue Insert Vlue Insert Vlue VAV dischrge temperture Insert Vlue Insert Vlue Insert Vlue Supply irflow setpoint Insert Vlue Insert Vlue Insert Vlue Supply irflow Insert Vlue Insert Vlue Insert Vlue Dmper position Insert Vlue Insert Vlue Insert Vlue Rehet vlve position Insert Vlue Insert Vlue Insert Vlue Perimeter heting vlve position Insert Vlue Insert Vlue Insert Vlue Airflow increses to cooling mximum CFM. Rehet vlve is closed. 7 8 Override the spce temperture to: cooling setpoint plus 4 F. (Or djust control setpoints to chieve the sme system rection.) Override the spce temperture to: cooling setpoint minus 1.5 F. (Or djust control setpoints to chieve the sme system rection.) After 5 to 10 minutes, record the system prmeters. Perimeter heting vlve is closed. Record irflow setpoint Insert Vlue Insert Vlue Insert Vlue Record irflow Insert Vlue Insert Vlue Insert Vlue Record dmper position Insert Vlue Insert Vlue Insert Vlue VAV dischrge temperture is bout equl to the AHU dischrge ir temperture. Record VAV dischrge temperture Insert Vlue Insert Vlue Insert Vlue VAV irflow. Insert Vlue Insert Vlue Insert Vlue Rehet vlve position. Insert Vlue Insert Vlue Insert Vlue Perimeter heting vlve position. Insert Vlue Insert Vlue Insert Vlue VAV dischrge temperture. Insert Vlue Insert Vlue Insert Vlue Record dmper position Insert Vlue Insert Vlue Insert Vlue Americn University Cx Pln Functionl Performnce Test Pge 1 of 2 F1 FPT Terminl Units EXAMPLE.xlsx

45 EXAMPLE VAV WITH REHEAT AND PERIMETER HEAT FUNCTIONAL PERFORMANCE TEST Pssed 0 Tested 0 Initil Test Dte? Retest 1? Retest 2? VAV VAV VAV Room(s) Served Mx Cooling CFM Min Cooling CFM Mx Heting CFM Min Heting CFM Occupied Spce Temperture Cooling Setpoint Occupied Spce Temperture Heting Setpoint 2,400 1,100 2,400 1,200 1,050 1,200 2,400 1,100 2,400 1,200 1,050 1,200 ACTION OCCUPIED HEATING 9 Override the spce temperture to: heting setpoint minus 4 F. (Or djust control setpoints to chieve the sme system rection.) Override the outside ir temperture to 39 F (or chnge perimeter heting lock-out setpoint). Notes ACCEPTANCE CRITERIA Airflow t heting CFM. Rehet vlve opens to100% before the perimeter heting vlve opens? Sequence of opertion is not cler. Perimeter heting vlve opens to 100%. Dischrge ir temperture increses Record irflow Insert Vlue Insert Vlue Insert Vlue Record dmper position Insert Vlue Insert Vlue Insert Vlue Record VAV dischrge temperture Insert Vlue Insert Vlue Insert Vlue 10 Override the outside ir temperture to 41 F (or chnge the perimeter heting lock-out setpoint). Perimeter heting vlve closes. 11 Override the outside ir temperture to 39 F (or chnge the perimeter heting lock-out setpoint). Perimeter heting vlve opens. 12 Override the spce temperture to: heting setpoint plus 1.5 F. (Or djust control setpoints to chieve the sme system rection.) After 5 to 10 minutes, record the system prmeters. Perimeter heting vlve closes to 0% open prior to the rehet vlve closing? Sequence of opertion is not cler. VAV irflow Insert Vlue Insert Vlue Insert Vlue Record dmper position Insert Vlue Insert Vlue Insert Vlue Rehet vlve position. Insert Vlue Insert Vlue Insert Vlue Perimeter heting vlve position. Insert Vlue Insert Vlue Insert Vlue UNOCCUPIED MODE 13 Not pplicble for this project. ALARMS Override the spce temperture to 5 F below the spce temperture setpoint. Override the spce temperture to 5 F bove the spce temperture setpoint. TEST CONCLUSION Dectivte ny system over-rides 16 (setpoints, sensors, modes). VAV dischrge temperture. Insert Vlue Insert Vlue Insert Vlue Alrm to the opertor's console. Alrm to the opertor's console. Terminl unit resumes norml opertion Americn University Cx Pln Functionl Performnce Test Pge 2 of 2 F1 FPT Terminl Units EXAMPLE.xlsx

46 EXAMPLE LIGHTING CONTROL SYSTEM FUNCTIONAL PERFORMANCE TEST TEST EQUIPMENT REQUIRED Test Nme Light Level Light Level Meter Equipment Description INSTALLATION Action Expected Result Sttus Comments Notes/Reference Initil Dte Prior to functionl testing, for best lmp life, verify instlled fluorescent lmps hve logged 100 hours of opertion prior to ny dimming or testing of dimming Verify Instlltion of lighting control devices. Verify instlltion of lighting controllers b c d b c d e f Ultrsonic ceiling mounted occupncy sensors re mounted minimum of six (6) feet from HVAC supply/return vents Sensors mounted over doorwys re plced one (1) foot inside threshold. All occupncy nd dylight photo sensors re esily ccessible for djustment, repir, nd replcement. Outdoor photocell is mounted fcing northern sky nd pointed wy from nighttime light sources. Lighting Controller locted nd mounted in loction where udible noise is cceptble Lighting Controller voltge wiring is t lest six (6) feet from sound nd electronic equipment wiring. Clernce on left nd right side of the rely cbinets is 1 1/2 " or greter Lighting Control cbinets re esily ccessible for djustment, repir, nd replcement. Cbinets re clened of ll dust, debris, metl prticles. Rely cbinet nchored nd supported per mnufcturer's recommendtions Record results in pplicble sensor worksheets when checking function of those sensors 1.3 Check the lighting circuit brekers to ensure tht they re duty rted. Circuit breker shll be rted for switching functions SWD OPEN OFFICE SPACE LIGHTING CONTROL 2.1 Verify tht the occupncy sensing devices instlled mtch with drwings, shop drwings nd specifictions. Correct occupncy sensing devices hve been instlled. 2.2 Time controller function controls lighting in Open Office Spces s expected b Lighting in open office spces comes on t m nd turns off t pm. A blink wrning occurs 5 minutes prior to lighting shut off. Record results for ech Open Office spce in Time Clock worksheet Lighting in ech zone turns ON when inititing override 2.3 Verify override control for ech lighting zone. Americn University Cx Pln Functionl Performnce Test Pge 1 of 6 Lighting Control F2 FPT EXAMPLE Lighting Controls.xls

47 EXAMPLE LIGHTING CONTROL SYSTEM FUNCTIONAL PERFORMANCE TEST Action Expected Result Sttus Comments Notes/Reference Initil Dte 2.3 Verify override control for ech lighting zone. Lighting in other zones (not pressed) remins OFF - b until the zone override is initited for ech prticulr zone. c Lighting override times out fter minutes nd lighting turns OFF. Verify time in minutes of override control. 2.4 Verify dylighting control within open office spces Verify occupncy sensor control of lighting during evening nd weekend hours. Review system progrmming options Return ll chnged control prmeters nd conditions to their pre-set vlues. b b Verify dylight photosensor controls - record test dt for ech dylight photosensor in Dylight Photosensor worksheet Before m or fter pm nd fter lighting in prticulr zone hs utomticlly turned off, wlk by occupncy sensor nd confirm tht lighting controlled by the occupncy sensor turns on. After time dely of minutes, lighting in re controlled by occupncy sensor turns off Confirm tht schedules cn be re-ssigned nd confirm tht modified schedules respond s expected. Confirm tht holidy schedule is progrmmed s required. Time of dy schedule, occupncy sensor timeout dely nd photosensor light level setpoints re returned to initil settings. Light level setpoint for Open Office Spces to be verified prior to inititing this test - confirm tht light level meets or exceeds IES recommended stndrds t the tsk surfce (50 fc ssumed). Record results for ech photosensor in Dylight Photosensor worksheet Record results for ech sensor in Occupncy Sensor worksheet. Note tht time ON my be user selected t time other thn m to pm. Record ctul time settings. Note tht sensors cn be set to shorter timeout settings for these test, but must be set bck to originl setting - see worksheet Americn University Cx Pln Functionl Performnce Test Pge 2 of 6 Lighting Control F2 FPT EXAMPLE Lighting Controls.xls

48 EXAMPLE LIGHTING CONTROL SYSTEM FUNCTIONAL PERFORMANCE TEST Action Expected Result Sttus Comments Notes/Reference Initil Dte HALLWAYS AND LOBBY LIGHTING CONTROL 3.1 Verify tht the occupncy sensing devices instlled mtch with drwings, shop drwings nd specifictions. Correct occupncy sensing devices hve been instlled. 3.2 Time controller function controls lighting in Hllwys nd Lobbies s expected b Lighting in Hllwys nd Lobbies comes on t m nd turns off t pm. A blink wrning occurs 5 minutes prior to lighting shut off. Record results for ech Hllwy nd Lobby spce in Time Clock worksheet Lighting in Lobby turns on when inititing override Return ll chnged control prmeters nd conditions to their pre-set vlues. b Lighting in other zones (not Lobby) remin off. c Lighting override times out fter minutes nd Lobby lighting turns off. b Before m or fter pm (sme s Open Office spce time settings) nd fter lighting in Hllwys hve utomticlly turned off, wlk by occupncy sensor nd confirm tht Hllwy lighting controlled by the occupncy sensor turns on. After time dely of minutes, lighting in Hllwy controlled by occupncy sensor turns off Time of dy schedule, occupncy sensor timeout dely nd photosensor light level setpoints re returned to initil settings. BATHROOM/RESTROOM, STORAGE CLOSETS AND ENCLOSED CORRIDORS - OCCUPANCY SENSOR VERIFICATION 4.1 Verify override control for Lobby lighting zone. Verify occupncy sensor control of Hllwy Lighting during evening nd weekend hours. Verify tht the occupncy sensing devices instlled mtch with drwings, shop drwings nd specifictions. Correct occupncy sensing devices hve been instlled. Verify time in minutes of override control. Record results for ech sensor in Occupncy Sensor worksheet. Note tht time on my be user selected t time other thn m to pm but should be sme s Open Office Spce. Record ctul time settings. Note tht sensors cn be set to shorter timeout settings for these test, but must be set bck to originl setting - see worksheet Record ech room in Occupncy Sensor (OS) worksheet 4.2 Verify ll ceiling mounted occupncy sensing devices. Ceiling mounted occupncy sensing devices hve been instlled in the loctions show on the design drwings. 4.3 Verify tht lighting turns on when motion is sensed Remin motionless for occupncy sensor timeout setting Return ll chnged control prmeters nd conditions to their pre-set vlues. Upon entering the room, the light fixtures will switch ON. Light fixtures will remin on for minutes in Restroom/Bthrooms, minutes in storge/mechnicl closets nd minutes for enclosed corridors Occupncy sensor timeout delys re returned to initil settings. Note tht sensors cn be set to shorter timeout settings for these tests, but must be set bck to originl setting - see Occupncy Sensor Worksheet Americn University Cx Pln Functionl Performnce Test Pge 3 of 6 Lighting Control F2 FPT EXAMPLE Lighting Controls.xls

49 EXAMPLE LIGHTING CONTROL SYSTEM FUNCTIONAL PERFORMANCE TEST Action Expected Result Sttus Comments Notes/Reference Initil Dte PRIVATE OFFICES AND CONFERENCE ROOM - LIGHTING CONTROL VERIFICATION 5.1 Verify tht the occupncy sensing devices instlled mtch with drwings, shop drwings nd specifictions. Correct occupncy sensing devices hve been instlled. Record ech room in OS w override worksheet 5.2 Verify ll occupncy sensing devices. Occupncy sensing devices PIR/Ultrsonic nd hve been instlled in the loctions show on the design drwings. 5.3 Verify tht lighting turns on when motion is sensed Remin motionless for occupncy sensor timeout setting After lighting hs turned off, turn on gin with motion. 5.6 Verify override control switch opertion Return ll chnged control prmeters nd 5.7. conditions to their pre-set vlues. MECHANICAL/ELECTRICAL ROOMS AND COMPUTER ROOMS Upon entering the room, the light fixtures will switch ON. Light fixtures will remin on for minutes in Privte Offices, nd minutes in Conference Rooms Upon movement detected, the light fixtures will switch ON. By pressing low voltge override switch, lighting is turned off by tennt even though movement is being detected by occupncy sensor. Occupncy sensor timeout delys re returned to initil settings. Note tht sensors cn be set to shorter timeout settings for these tests, but must be set bck to originl setting - see Occupncy Sensor Worksheet 6.1 Verify tht the ON/OFF switches instlled mtch with drwings, shop drwings nd specifictions. Correct switches hve been instlled. Record rooms tested 6.2 Verify ON opertion of ON/OFF digitl switches Pressing switch turns lighting ON. 6.3 Verify OFF opertion of room lighting control After lighting hs turned OFF, turn on gin with ON/OFF digitl switch. After "blink wrn" hs occurred, but before 5 minutes re up, press digitl switch Return ll chnged control prmeters nd conditions to their pre-set vlues. Light fixtures will blink fter minutes (5 minute "blink wrn") nd then will turn OFF utomticlly fter 5 minutes. Pressing switch turns lighting ON. Lighting remins ON for n dditionl minutes before turning OFF utomticlly. Confirm tht 5 minute "blink wrn" gin initites. OFF timeout delys re returned to initil settings. Note tht sensors cn be set to shorter timeout settings for these tests (greter thn 5 minute blink wrn), but must be set bck to originl setting - see ON/OFF Worksheet Americn University Cx Pln Functionl Performnce Test Pge 4 of 6 Lighting Control F2 FPT EXAMPLE Lighting Controls.xls

50 EXAMPLE LIGHTING CONTROL SYSTEM FUNCTIONAL PERFORMANCE TEST Action Expected Result Sttus Comments Notes/Reference Initil Dte BOARD ROOM LIGHTING CONTROL Only pproprite electronic dimming bllsts in use for fluorescent lmps. b Controller wired with copper or copper cld wire only. If luminum wire used, only use devices mrked CO/ALR or CU/AL. Verify tht Multizone Dimmer/Controller nd c Lod types re not mixed on ny single zone 7.1 ccessories instlled per mnufcturer's The insultion of the Clss I (line voltge) field d recommendtions. wiring must be rted no less thn 75 C. e No more thn two (2) 12 AWG wires instlled on ech screw terminl. 7.2 Verify opertion of Multizone Dimmer/Controller. f b c d e f g h i j Both fluorescent lighting fixtures nd dimmer re grounded per mnufcturer's recommendtions. Test ech nmed scene ("Presenttion, "Chndelier", "Lunch", etc.) nd confirm opertion nd nming. Nmed scenes will pper in the disply (LCD) when the button is pressed. Test MAX button nd confirm tht ll Lods re set to mximum BRIGHT Test OFF button nd confirm tht ll Lods re turned OFF. Test OFF button nd confirm tht ll Lods re turned OFF. Test "Dim Scene" function. This button dims or brightens the selected scene. Test "Dim/Bright" function nd confirm tht mnul control of light level for selected zone is enbled. Confirm tht proper dte nd time hve been progrmmed. If pplicble, confirm timer trigger opertion s expected (i.e. specific timer triggers SCENE, MAX, OFF or Auto OFF). Confirm tht Holidy schedule hs been set up if pplicble. Verify Auto OFF s been progrmmed for energy svings (if pplicble). Confirm tht lights utomticlly turn OFF t the progrmmed time fter wrning blink to mximum. Note- this FPT developed round Leviton D3206 Multizone Controller/Dimmer. Modify bsed on ctul dimming system provided. Required Scenes to be reviewed with Owner's representtive s required. Americn University Cx Pln Functionl Performnce Test Pge 5 of 6 Lighting Control F2 FPT EXAMPLE Lighting Controls.xls

51 EXAMPLE LIGHTING CONTROL SYSTEM FUNCTIONAL PERFORMANCE TEST Action Expected Result Sttus Comments Notes/Reference Initil Dte 7.3 Verify opertion of Infrred Remote Control k l Verify Auto OFF override opertionl (if pplicble). When Auto OFF occurs, press Scene, or Zone Dim/Bright button nd confirm override of Auto OFF. Confirm tht the unit then sweeps the lods OFF fter the user defined time intervl (of up to 2 hours) hs elpsed. Confirm time off intervl per Owner's requirements. Progrm sved or bcked up per instlltion guide when completed. Lighting control nd progrmming opertionl from up to 40 feet (nd 100⁰ ngle) EXTERIOR SITE LIGHTING CONTROL 8.1 Verify the utomted lighting controls of exterior lighting fixtures connected to photocells. b Confirm tht when sight light level drops below fc, Exterior Lighting turns ON Confirm tht when sight light level rises bove fc, Exterior Lighting turns OFF Generl Notes Americn University Cx Pln Functionl Performnce Test Pge 6 of 6 Lighting Control F2 FPT EXAMPLE Lighting Controls.xls

52 EXAMPLE MEDIUM VOLTAGE SWITCH FUNCTIONAL PERFORMANCE TEST Medium Voltge Switch - Section 1 - Substtion B TEST EQUIPMENT REQUIRED Test Nme Voltge/Continuity Bolted Connection or Contct Resistnce Bolt Torque Insultion Resistnce Over-Potentil/Hi-Pot Equipment Description DVM Four-probe Digitl Low Resistnce Ohmmeter (DLRO) Clibrted torque wrench Bttery or line-powered (Hnd-crnk not cceptble). High voltge DC dielectric test set Action Expected Result Sttus Comments Notes/Reference Initil Dte INSTALLATION INTEGRITY 1.1 Sfe conditions (protective ger in-plce, vilble & procedures observed) Switch hs no visible dmge. 1.2 Inspect the exterior of the switchger b Switchger hs no visible dmge. d View glss instlled. 1.3 Verify nchoring. Anchor bolts re instlled. 1.4 Volts: 13.8kV (15kV clss) b Amps: 600A c Current Limiting Fuse - 150E, 17.5kV 65kAIC d Frequency: 60hZ e Switch - Momentry Current 40 ka Asym f Switch - Short time Current rting 25 2 sec g Bus - 600A Silver plted copper h Silver plted copper ground bus g Min Bus Brcing: 40kA Asym, (25kA Sym) h 95kV BIL i Enclosure: NEMA 1 Adhesive bcked. 1.5 Verify permnent lbels nd mimic bus re instlled. b Blck Letters on white bckground c 3/16" minimum height. d Mimic bus is instlled. Frmes nd enclosures bolted to ground buss. 1.6 Verify grounding b Connection from sttion ground grid to equipment ground bus. c Cble shields Phse to Phse 7.5 inches. 1.7 Verify clernces. b Phse to ground 5.0 inches. c Phse brriers instlled nd not dmged. 1.8 Verify door Interlocks. Door cn not open with switch closed. b Switch cn not close with door open. ELECTRICAL INTEGRITY 2.1 Disconnect PTs, CPTs, surge rrestors etc. N/A 2.2 Verify rtings nd configurtion. With the switch in the CLOSED position, mesure the contct resistnce of ech phse. Mesure A phse, B phse nd C phse. (Non-Fused) Redings re within 50% of the verge vlue. See Dt Tble for test results With the switch in the CLOSED position, mesure the contct resistnce of the fuse nd Fuse holder. Mesure A phse, B phse nd C phse. resistnce. (Fused) Perform n insultion resistnce test t 5000 VDC phse-tophse nd phse-to-ground with the switch closed nd cross open contcts of ech phse with switch open. Test for 1 minute. Redings re within 50% of the verge vlue. See Dt Tble for test results. Mesured vlues re minimum 5000 Megohms. See Dt Tble for test results. 2.5 Perform DC Over Potentil test on ech conductor, with other phses nd shield grounded. Mximum DC field test voltge for 100% cbles is 56kV nd 64kV for 133% cbles. Phse to ground withstnd for one minute. See Dt Tble for test results. 2.6 Reconnect surge, rrestors, TVSS nd PTs. N/A FINAL INSPECTION Hrdwre replced. 3.1 Finl Inspection. b Tools cler. c Clen Generl Notes Americn University Cx Pln Functionl Performnce Test Pge 1 of 6 F3 FPT EXAMPLE MV Switchger with MV Switches.xls

53 EXAMPLE MEDIUM VOLTAGE SWITCH FUNCTIONAL PERFORMANCE TEST Medium Voltge Switch - Section 2 - Substtion C TEST EQUIPMENT REQUIRED Test Nme Voltge/Continuity Bolted Connection or Contct Resistnce Bolt Torque Insultion Resistnce Over-Potentil/Hi-Pot Equipment Description DVM Four-probe Digitl Low Resistnce Ohmmeter (DLRO) Clibrted torque wrench Bttery or line-powered (Hnd-crnk not cceptble). High voltge DC dielectric test set Action Expected Result Sttus Comments Notes/Reference Initil Dte INSTALLATION INTEGRITY 1.1 Sfe conditions (protective ger in-plce, vilble & procedures observed) Switch hs no visible dmge. 1.2 Inspect the exterior of the switchger b Switchger hs no visible dmge. d View glss instlled. 1.3 Verify nchoring. Anchor bolts re instlled. 1.4 Verify rtings nd configurtion. Volts: 13.8kV (15kV clss) b Amps: 600A c Current Limiting Fuse - 150E, 17.5kV 65kAIC d Frequency: 60hZ e Switch - Momentry Current 40 ka Asym f Switch - Short time Current rting 25 2 sec g Bus - 600A Silver plted copper h Silver plted copper ground bus g Min Bus Brcing: 40kA Asym, (25kA Sym) h 95kV BIL i Enclosure: NEMA 1 Adhesive bcked. 1.5 Verify permnent lbels nd mimic bus re instlled. b Blck Letters on white bckground c 3/16" minimum height. d Mimic bus is instlled. Frmes nd enclosures bolted to ground buss. 1.6 Verify grounding. b Connection from sttion ground grid to equipment ground bus. c Cble shields Phse to Phse 7.5 inches. 1.7 Verify clernces. b Phse to ground 5.0 inches. c Phse brriers instlled nd not dmged. 1.8 Verify door Interlocks. Door cn not open with switch closed. b Switch cn not close with door open. ELECTRICAL INTEGRITY 2.1 Disconnect PTs, CPTs, surge rrestors etc. N/A 2.2 With the switch in the CLOSED position, mesure the contct resistnce of ech phse. Mesure A phse, B phse nd C phse. (Non-Fused) Redings re within 50% of the verge vlue. See Dt Tble for test results With the switch in the CLOSED position, mesure the contct resistnce of the fuse nd Fuse holder. Mesure A phse, B phse nd C phse. resistnce. (Fused) Perform n insultion resistnce test t 5000 VDC phse-tophse nd phse-to-ground with the switch closed nd cross open contcts of ech phse with switch open. Test for 1 minute. Redings re within 50% of the verge vlue. See Dt Tble for test results. Mesured vlues re minimum 5000 Megohms. See Dt Tble for test results. 2.5 Perform DC Over Potentil test on ech conductor, with other phses nd shield grounded. Mximum DC field test voltge for 100% cbles is 56kV nd 64kV for 133% cbles. Phse to ground withstnd for one minute. See Dt Tble for test results. 2.6 Reconnect surge, rrestors, TVSS nd PTs. N/A FINAL INSPECTION Hrdwre replced. 3.1 Finl Inspection. b Tools cler. c Clen Generl Notes Americn University Cx Pln Functionl Performnce Test Pge 2 of 6 F3 FPT EXAMPLE MV Switchger with MV Switches.xls

54 EXAMPLE MEDIUM VOLTAGE SWITCH FUNCTIONAL PERFORMANCE TEST Medium Voltge Switch - Section 10 - Min 2 Section (Min Tie Min swgr) TEST EQUIPMENT REQUIRED Test Nme Voltge/Continuity Bolted Connection or Contct Resistnce Bolt Torque Insultion Resistnce Over-Potentil/Hi-Pot Equipment Description DVM Four-probe Digitl Low Resistnce Ohmmeter (DLRO) Clibrted torque wrench Bttery or line-powered (Hnd-crnk not cceptble). High voltge DC dielectric test set Action Expected Result Sttus Comments Notes/Reference Initil Dte INSTALLATION INTEGRITY 1.1 Sfe conditions (protective ger in-plce, vilble & procedures observed) Switch hs no visible dmge. 1.2 Inspect the exterior of the switchger b Switchger hs no visible dmge. d View glss instlled. 1.3 Verify nchoring. Anchor bolts re instlled. 1.4 Verify rtings nd configurtion. 1.5 Pilot lights instlled nd opertionl 1.6 Verify permnent lbels nd mimic bus re instlled. 1.7 Verify grounding. 1.8 Verify clernces. 1.9 Verify door Interlocks. Type HVL, Series 2 Dul Trip b 120VAC Motor Operted c Volts: 13.8kV (15kV clss) d Amps: 600A e Current Limiting Fuse - 150E, 17.5kV 65kAIC f Frequency: 60hZ g Switch - Momentry Current 40 ka Asym h Switch - Short time Current rting 25 2 sec g Bus - 600A Silver plted copper h Silver plted copper ground bus i Min Bus Brcing: 40kA Asym, (25kA Sym) j 95kV BIL k PT: 13800:120 l Surge rrestor: Type XEP, 18kV, 15.3kV MCOV m Enclosure: NEMA 1 Lights opertionl using push to test button b Lights opertionl with chnge of stte - if no push to test c 3/16" minimum height. d Mimic bus is instlled. Adhesive bcked. b Blck Letters on white bckground c 3/16" minimum height. d Mimic bus is instlled. Frmes nd enclosures bolted to ground buss. b Connection from sttion ground grid to equipment ground bus. c Cble shields Phse to Phse 7.5 inches. b Phse to ground 5.0 inches. c Phse brriers instlled nd not dmged. Door cn not open with switch closed. b Switch cn not close with door open. ELECTRICAL INTEGRITY 2.1 Disconnect PTs, CPTs, surge rrestors etc. N/A 2.2 With the switch in the CLOSED position, mesure the contct resistnce of ech phse. Mesure A phse, B phse nd C phse. (Non-Fused) Redings re within 50% of the verge vlue With the switch in the CLOSED position, mesure the contct resistnce of the fuse nd Fuse holder. Mesure A phse, B phse nd C phse. resistnce. (Fused) Perform n insultion resistnce test t 5000 VDC phse-tophse nd phse-to-ground with the switch closed nd cross open contcts of ech phse with switch open. Test for 1 minute. Redings re within 50% of the verge vlue. Mesured vlues re minimum 5000 Megohms. 2.5 Perform DC Over Potentil test on ech conductor, with other phses nd shield grounded. Mximum DC field test voltge for 100% cbles is 56kV nd 64kV for 133% cbles. Phse to ground withstnd for one minute. 2.6 Reconnect surge, rrestors, TVSS nd PTs. N/A SWITCH OPERATION Switch opens with front mounted Trip position of selector switch 3.1 Operte Min A Switch mnully with mnul trip-close swtich b Switch closes with front mounted Closed position of selector switch FINAL INSPECTION 4.1 Finl Inspection. Hrdwre replced. b Tools cler. c Clen Generl Notes Americn University Cx Pln Functionl Performnce Test Pge 3 of 6 F3 FPT EXAMPLE MV Switchger with MV Switches.xls

55 EXAMPLE MEDIUM VOLTAGE SWITCH FUNCTIONAL PERFORMANCE TEST Medium Voltge Switch - Section 6 - Min 1 Section (Min Tie Min swgr) TEST EQUIPMENT REQUIRED Test Nme Voltge/Continuity Bolted Connection or Contct Resistnce Bolt Torque Insultion Resistnce Over-Potentil/Hi-Pot Equipment Description DVM Four-probe Digitl Low Resistnce Ohmmeter (DLRO) Clibrted torque wrench Bttery or line-powered (Hnd-crnk not cceptble). High voltge DC dielectric test set Action Expected Result Sttus Comments Notes/Reference Initil Dte INSTALLATION INTEGRITY 1.1 Sfe conditions (protective ger in-plce, vilble & procedures observed) Switch hs no visible dmge. 1.2 Inspect the exterior of the switchger b Switchger hs no visible dmge. d View glss instlled. 1.3 Verify nchoring. Anchor bolts re instlled. 1.4 Verify rtings nd configurtion. 1.5 Pilot lights instlled nd opertionl 1.6 Verify permnent lbels nd mimic bus re instlled. 1.7 Verify grounding. 1.8 Verify clernces. 1.9 Verify door Interlocks. Type HVL, Series 2 Dul Trip b 120VAC Motor Operted c Volts: 13.8kV (15kV clss) d Amps: 600A e Current Limiting Fuse - 150E, 17.5kV 65kAIC f Frequency: 60hZ g Switch - Momentry Current 40 ka Asym h Switch - Short time Current rting 25 2 sec g Bus - 600A Silver plted copper h Silver plted copper ground bus i Min Bus Brcing: 40kA Asym, (25kA Sym) j 95kV BIL k PT: 13800:120 l Surge rrestor: Type XEP, 18kV, 15.3kV MCOV m Enclosure: NEMA 1 Lights opertionl using push to test button b Lights opertionl with chnge of stte - if no push to test c 3/16" minimum height. d Mimic bus is instlled. Adhesive bcked. b Blck Letters on white bckground c 3/16" minimum height. d Mimic bus is instlled. Frmes nd enclosures bolted to ground buss. b Connection from sttion ground grid to equipment ground bus. c Cble shields Phse to Phse 7.5 inches. b Phse to ground 5.0 inches. c Phse brriers instlled nd not dmged. Door cn not open with switch closed. b Switch cn not close with door open. ELECTRICAL INTEGRITY 2.1 Disconnect PTs, CPTs, surge rrestors etc. N/A 2.2 With the switch in the CLOSED position, mesure the contct resistnce of ech phse. Mesure A phse, B phse nd C phse. (Non-Fused) Redings re within 50% of the verge vlue With the switch in the CLOSED position, mesure the contct resistnce of the fuse nd Fuse holder. Mesure A phse, B phse nd C phse. resistnce. (Fused) Perform n insultion resistnce test t 5000 VDC phse-tophse nd phse-to-ground with the switch closed nd cross open contcts of ech phse with switch open. Test for 1 minute. Redings re within 50% of the verge vlue. Mesured vlues re minimum 5000 Megohms. 2.5 Perform DC Over Potentil test on ech conductor, with other phses nd shield grounded. Mximum DC field test voltge for 100% cbles is 56kV nd 64kV for 133% cbles. Phse to ground withstnd for one minute. 2.6 Reconnect surge, rrestors, TVSS nd PTs. N/A SWITCH OPERATION Switch opens with front mounted Trip position of selector switch 3.1 Operte Min B Switch mnully with mnul trip-close swtich b Switch closes with front mounted Closed position of selector switch FINAL INSPECTION 4.1 Finl Inspection. Hrdwre replced. b Tools cler. c Clen Generl Notes Americn University Cx Pln Functionl Performnce Test Pge 4 of 6 F3 FPT EXAMPLE MV Switchger with MV Switches.xls

56 EXAMPLE MEDIUM VOLTAGE SWITCH FUNCTIONAL PERFORMANCE TEST Medium Voltge Switch - Section 8 - Tie (Min Tie Min swgr) TEST EQUIPMENT REQUIRED Test Nme Voltge/Continuity Bolted Connection or Contct Resistnce Bolt Torque Insultion Resistnce Over-Potentil/Hi-Pot Equipment Description DVM Four-probe Digitl Low Resistnce Ohmmeter (DLRO) Clibrted torque wrench Bttery or line-powered (Hnd-crnk not cceptble). High voltge DC dielectric test set Action Expected Result Sttus Comments Notes/Reference Initil Dte INSTALLATION INTEGRITY 1.1 Sfe conditions (protective ger in-plce, vilble & procedures observed) Switch hs no visible dmge. 1.2 Inspect the exterior of the switchger b Switchger hs no visible dmge. d View glss instlled. 1.3 Verify nchoring. Anchor bolts re instlled. 1.4 Verify rtings nd configurtion. 1.5 Pilot lights instlled nd opertionl 1.6 Verify permnent lbels nd mimic bus re instlled. 1.7 Verify grounding. 1.8 Verify clernces. 1.9 Verify door Interlocks. Type HVL, Series 2 Dul Trip b 120VAC Motor Operted c Volts: 13.8kV (15kV clss) d Amps: 600A e Current Limiting Fuse - 150E, 17.5kV 65kAIC f Frequency: 60hZ g Switch - Momentry Current 40 ka Asym h Switch - Short time Current rting 25 2 sec g Bus - 600A Silver plted copper h Silver plted copper ground bus i Min Bus Brcing: 40kA Asym, (25kA Sym) j 95kV BIL m Enclosure: NEMA 1 Lights opertionl using push to test button b Lights opertionl with chnge of stte - if no push to test c 3/16" minimum height. d Mimic bus is instlled. Adhesive bcked. b Blck Letters on white bckground c 3/16" minimum height. d Mimic bus is instlled. Frmes nd enclosures bolted to ground buss. b Connection from sttion ground grid to equipment ground bus. c Cble shields Phse to Phse 7.5 inches. b Phse to ground 5.0 inches. c Phse brriers instlled nd not dmged. Door cn not open with switch closed. b Switch cn not close with door open. ELECTRICAL INTEGRITY 2.1 Disconnect PTs, CPTs, surge rrestors etc. N/A 2.2 With the switch in the CLOSED position, mesure the contct resistnce of ech phse. Mesure A phse, B phse nd C phse. (Non-Fused) Redings re within 50% of the verge vlue. See Dt Tble for test results With the switch in the CLOSED position, mesure the contct resistnce of the fuse nd Fuse holder. Mesure A phse, B phse nd C phse. resistnce. (Fused) Perform n insultion resistnce test t 2500 VDC phse-tophse nd phse-to-ground with the switch closed nd cross open contcts of ech phse with switch open. Test for 1 minute. Redings re within 50% of the verge vlue. Mesured vlues re minimum 5000 Megohms. See Dt Tble for test results. 2.5 Perform DC Over Potentil test on ech conductor, with other phses nd shield grounded. Mximum DC field test voltge for 100% cbles is 56kV nd 64kV for 133% cbles. Phse to ground withstnd for one minute. See Dt Tble for test results. 2.6 Reconnect surge, rrestors, TVSS nd PTs. N/A SWITCH OPERATION Switch opens with front mounted Trip position of selector switch 3.1 Operte Tie Switch mnully with mnul trip-close swtich b Switch closes with front mounted Closed position of selector switch FINAL INSPECTION 4.1 Finl Inspection. Hrdwre replced. b Tools cler. c Clen Generl Notes Americn University Cx Pln Functionl Performnce Test Pge 5 of 6 F3 FPT EXAMPLE MV Switchger with MV Switches.xls

57 EXAMPLE MEDIUM VOLTAGE SWITCH FUNCTIONAL PERFORMANCE TEST Medium Voltge Min-Tie-Min Switchger. TEST EQUIPMENT REQUIRED Test Nme Voltge/Continuity Bolted Connection or Contct Resistnce Bolt Torque Insultion Resistnce Over-Potentil/Hi-Pot Protective Functions Trnsformer Turns Rtio Equipment Description DVM Four-probe Digitl Low Resistnce Ohmmeter (DLRO) Clibrted torque wrench Bttery or line-powered (Hnd-crnk not cceptble). High voltge DC dielectric test set 3-Phse Test Set (voltge nd current) Mesures turns rtion nd polrity Action Expected Result Sttus Comments Notes/Reference Initil Dte INSTALLATION INTEGRITY Sfe conditions (protective ger in-plce, vilble & procedures observed) Inspect the exterior of the switchger Switchger hs no visible dmge. b Interior is clen nd dry. 1.3 Verify nchoring. Anchor bolts re instlled. Volts: 13.8kV (15kV clss) b Min Bus Brcing: 40kA Asym, (25kA Sym) c 95kV BIL d Amps:600A, Silver Plted Copper e Silver Plted Copper Ground Bus f Frequency: 60hZ 1.4 Verify rtings nd configurtion. Controller: SEL 2411, Prt # g A2X2X3A3A0100 h Undervoltge Rely nd Phse Sequence: ASEA Brown Boveri, Type 47 i Enclosure: NEMA 1 j Control power is supplied by customer supplied UPS Adhesive bcked. 1.5 Verify permnent lbels nd mimic bus re instlled. b Blck Letters on white bckground c 3/16" minimum height. d Mimic bus is instlled. Lights opertionl using push to test button Lights opertionl with chnge of stte - if no push b 1.6 Pilot lights instlled nd opertionl to test c 3/16" minimum height. d Mimic bus is instlled. Frmes nd enclosures bolted to ground buss. 1.7 Verify grounding. b Connection from sttion ground grid to equipment ground bus. c Cble shields Phse to Phse 7.5 inches. 1.8 Verify clernces. b Phse to ground 5.0 inches. c Phse brriers instlled nd not dmged. 1.9 Verify Accessories provided Hot stick with fuse hndling tool provided 1.10 Verify door Interlocks. Door cn not open with switch closed. b Switch cn not close with door open. ELECTRICAL INTEGRITY 2.1 Perform n insultion resistnce test of the switchger bus t 5000 VDC phse-to-phse nd phse-to-ground.test for 1 minute. Mesured vlues re minimum 5000 Megohms Using three-phse test set, verify the opertion of the under-voltge (27) function of Min A Using three-phse test set, verify the opertion of the under-voltge (27) function of Min B Pickup voltge within tolernce. b Drop-out voltge within tolernce. c Time dely within tolernce. d Undervoltge rely trips the lockout rely (86). e Undervoltge for Min A nnuncited Pickup voltge within tolernce. b Drop-out voltge within tolernce. c Time dely within tolernce. d Undervoltge rely trips the lockout rely (86). e Undervoltge for Min B nnuncited 2.4 b c d e Output contct picks up when voltge, frequency nd phse ngle mtch on both sides of rely. Output contct drops out when voltge is rised bove high tolernce nd lowered below low tolernce. Output contct drops out when frequency is rised bove high tolernce nd lowered below low tolernce. Output contct drops out when phse ngle difference is djusted bove the leding tolernce nd bove the lgging tolernce. Output contct chnges stte when voltge is pplied to Min A side of rely nd no voltge is pplied to Min B side of rely POTENTIAL TRANFORMERS (PTs) AND CURRENT TRANSFORMERS (CTs) Minimum clernces round instrument 3.1 Instrument Trnsformers instlled per Xcel requirements trnsformers 7.5" Phse to Phse 5.0" Phse to Ground 3.3 PTs instlltion verified ABB VIZ-75 unfused voltge trnsformers instlled 3.3 Perform n insultion resistnce test on ech potentil trnsformer. Mesure phse A, B nd C. 3.5 Perform turns rtio test on ech potentil trnsformer. Mesure phse A, B nd C. Test t ll tp positions. ALARMS AND CONTROL PANEL TEST 5.1 Using three-phse test set, verify the opertion of the synccheck (25c) rely. Verify connections to the building utomtion or other monitoring system. FINAL INSPECTION 6.1 Finl Inspection. Mesured vlues re minimum 5000 Megohms. Rtio ccurcies re within 0.5% of nmeplte. b Polrity results mtch trnsformer mrkings. Vlues nd equipment sttus nd lrms displyed loclly mtch vlues displyed on the BAS. Hrdwre replced. b Tools cler. c Clen Generl Notes Americn University Cx Pln Functionl Performnce Test Pge 6 of 6 F3 FPT EXAMPLE MV Switchger with MV Switches.xls

58 Genertor EXAMPLE GENERATOR FUNCTIONAL PERFORMANCE TEST TEST EQUIPMENT REQUIRED Test Nme Voltge/Continuity Bolted Connection or Contct Resistnce Insultion Resistnce Primry Current Injection 2 nd 4 Hour Lod Bnk Test Phse Rottion Volt. & Freq. Regultion Decibel Bck Pressure Bolt Torque Equipment Description DVM Four-probe Digitl Low Resistnce Ohmmeter (DLRO) Bttery or line-powered (Hnd-crnk not cceptble). Current Injection Test Device rted for 2X the ground fult pickup setting of the breker Resistive lod bnk with cpcity equl to or greter thn rted lod. Rted t 2% ccurcy for voltge, current nd KW. Verify proper phsing Computer to record voltge nd frequency from the output of the genertor control pnel. Mesure sound pressure Mnometer with scle of greter thn 40 wter Clibrted torque wrench Action Expected Result Sttus Comments Notes/Reference Initil Dte INSTALLATION INTEGRITY 1.1 Sfe conditions (protective ger in-plce, vilble & procedures observed) kw: kw b Rting: 1800RPM 1.2 c Freq.: 60hZ Verify tht the Engine, Genertor, Bttery, nd Bttery d Phse/Wire: 3ph, 4W Chrger nmeplte dt. e Power Fctor: 0.8 f Voltge Output: 480/277V g Sound ttenution enclosure A, 3P Min Bkr b Ground fult protection is disbled or ground fult indiction only provided 1.3 Verify circuit breker settings. Circuit breker is set per the coordintion study nd c provided with selective coordintion - solid stte trip unit. d No visible dmge to circuit breker enclosure. No visible dmge to genertor or enclosure. b Engine genertor exterior is clen nd dry. c Genertor control pnel interior is clen nd dry. d Genertor control pnel mounted t n ccessible height. e Vibrtion isoltion is instlled t engine nd t rditor 1.4 Inspect physicl nd mechnicl condition. f Externl connections re mde with flexible connections. g Verify remote monitoring wiring is connected nd lbeled. h Verify control wiring is connected nd lbeled. i Feeder cble/bus routing doesn t obstruct ccess for opertion or mintennce. j Control wiring hrness(es) does not rub ginst vibrting or moving prts. 1.5 Verify nchoring. Anchor bolts re provided in loctions shown on mnufcturer's drwings. Verify ground rod is instlled with connection to engine genertor frme. b Genertor neutrl is bonded to ground with conductor sized per NEC Verify equipment grounding. c Mesured dimeter of bre copper conductor corresponds to dimeter of specified conductors d Ground strp from engine to frme. e Ground strp from genertor enclosure to frme. f Ground bus provided in termintion cbinet with properly terminted ground conductors. Americn University Cx Pln Functionl Performnce Test Pge 1 of 4 F4 FPT EXAMPLE Genertor.xls

59 EXAMPLE GENERATOR FUNCTIONAL PERFORMANCE TEST Action Expected Result Sttus Comments Notes/Reference Initil Dte 1.7 Verify lube oil levels re within mnufcturer s recommended limits. Lube oil level is filled to proper level. Tnk(s) full of fuel (90% for diesel). 1.8 Verify fuel system instlltion nd integrity. b Fuel level in fuel tnk(s) mtches fuel guge. c Fuel system is free of leks. d Flexible fuel lines re instlled t engine. Coolnt level is filled to proper level. b Verify coolnt system freeze protection level. 1.9 Verify cooling system instlltion nd integrity. c Cooling system is free from leks. d Flexible coolnt lines re instlled between engine nd rditor. Exhust system, silencer nd flexible connector instlled nd supported. b Exhust system expnsion is not trnsferred to engine components such s turbochrger Verify exhust system instlltion nd integrity. Silencer is equipped with condenste drin plug nd c turn vlve. d Exhust system is equipped with rin cp. e Exhust system hs t lest 9 clernce from combustible mterils. ELECTRICAL INTEGRITY 2.1 Prior to step 4.1 verify correct phse rottion. Phse rottion t genertor mtches NORMAL power source. Verify tht vlves to the wter jcket heter re open. 2.2 Verify opertion of coolnt line heter. b Verify thermostts switch t their setpoint tempertures (110 F). c Verify pump runs continuously independent of heter opertion. Verify opertion of bttery nd strting system. Loss of Power Alrm is operble 2.3 b Low Bttery Volt Alrm operble. Record cell voltges for ll cells with terminls vilble, totl c High Bttery Volt Alrms operble. bttery chrging voltge nd chrging current. d Power On led in on 2.4 With the breker (s) in the CLOSED position, mesure the contct resistnce of ech phse of the primry circuit. Redings re within 50% of the verge vlue. 2.5 Perform n insultion resistnce test on the Genertor Circuit Breker(s) t 1000VDC, phse-to-phse nd phse to ground, connected to the bus in the CLOSED position, in ccordnce with NETA Tble Minimum insultion resistnce shll be 100 Megohms Note: Disconnect line nd lod side conductors. Test the Long Time Dely (seconds) nd Long Time Pickup current (mperes) setting of the breker, by using primry current injection. Test the Short Time Dely (seconds) nd Short Time Pickup current (mperes) setting of the breker, by using primry current injection. Test the Instntneous Time Dely (seconds) nd Instntneous Time Pickup current (mperes) setting of the breker, by using primry current injection. Long dely current pick up nd time dely per coordintion study. Short dely current pick up nd time dely per coordintion study. Instntneous pick up per coordintion study. Americn University Cx Pln Functionl Performnce Test Pge 2 of 4 F4 FPT EXAMPLE Genertor.xls

60 EXAMPLE GENERATOR FUNCTIONAL PERFORMANCE TEST Action Expected Result Sttus Comments Notes/Reference Initil Dte ALARMS AND CONTROL PANEL TEST 3.1 Verify control wiring between genertor nd ATS re correctly terminted. Termintions mtch shop drwings. Record ll setpoints t Engine Genertor Control Pnel. 3.2 Note: Mnufcturer s checklist cn be ttched to this form in N/A lieu of recording. Overcrnk b Low Wter Temp c High Wter Temp d Low Oil Pressure e Overspeed Verify ll wrning/pre-lrms per mnufcturer s instructions f Low Coolnt Level 3.3 nd verify opertion nd locl nnuncition t Engine g EPS Supplying Lod Genertor Control Pnel. h Control switch not in Auto i High Bttery Voltge j Low Bttery Voltge k Bttery Chrger AC Filure l Lmp Test m Contcts for locl nd remote common lrm Overcrnk Verify ll shutdown conditions per mnufcturer s instructions b High Wter Temp 3.4 nd verify opertion nd locl nnuncition t Engine c Low Oil Pressure Genertor Control Pnel. d Overspeed e Low Coolnt Level Overcrnk b Low Wter Temp c High Wter Temp Verify remote udible nnuncition of ll sttus, wrning/prelrm, d Low Oil Pressure 3.5 nd shutdown conditions per mnufcturer s e Overspeed instructions. f Low Coolnt Level g Control switch not in Auto h Contcts for locl nd remote common lrm i Audible lrm silencing switch 3.6 Verify instlltion of remote E-Stop. E-stop pushbutton is ccessible. LOADBANK TEST 4.1 Verify correct phse rottion prior to trnsfer of lod Phse rottion t genertor mtches NORMAL power source. 4.2 With genertor in cold strt condition, conduct lod performnce test, by inititing NORMAL filure nd trnsfer of ATS s. Lod genertor for mximum of 2 hrs using vilble building lod nd/or lod bnk During test, verify exhust, coolnt, nd fuel system is functioning properly. Engine strts nd runs. b Air intke louvers open fully. c Exhust dmper opens fully. d Fuel is not leking. e Coolnt is not leking. f Lube oil is not leking. g Exhust system expnsion is not trnsferred to h Exhust system is not leking Restore NORMAL sources to ATS s (or turn off lod bnk) nd trnsfer ALL lod off of genertor nd llow to cool down for 5 minutes With lod bnk connected to the lod side terminls of the genertor, strt genertor t locl control pnel with engine control switch. Conduct lod performnce test utilizing lod bnk to chieve 100% rted lod of genertor. Lod genertor t 50% for 15 min. Genertor runs in cool down mode for 5 min. Engine strts nd runs. b Air intke louvers open fully. c Exhust dmper opens fully. Fuel is not leking. b Coolnt is not leking. c Lube oil is not leking. d Exhust system expnsion is not trnsferred to engine system components. Americn University Cx Pln Functionl Performnce Test Pge 3 of 4 F4 FPT EXAMPLE Genertor.xls

61 4.5 EXAMPLE GENERATOR FUNCTIONAL PERFORMANCE TEST Action Expected Result Sttus Comments Notes/Reference Initil Dte Lod genertor t 75% for 15 min. Lod genertor t 100% for 3.5 hrs During test, verify exhust, coolnt, nd fuel system is functioning properly. e Exhust system is not leking In conjunction with step 4.4, verify voltge regultion by recording RMS voltge while incresing lod on genertor. In conjunction with step 4.4, verify frequency regultion by recording frequency while incresing lod on genertor. In conjunction with step 4.4, mesure hrmonic content of output voltge t 50 nd 100 percent rted lod. During step 4.4, verify engine opertion is within norml operting limits. During step 4.4 while genertor is running t 100% lod, mesure sound level. Mesure t four loctions on the property line. While genertor is running t 100% lod, conduct Exhust- System Bck Pressure Test. Decrese lod to 0% nd llow the genertor to cool down for 5 minutes After the cool down, once the prime mover hs reched rted voltge nd frequency, trnsfer full rted lod onto the engine genertor in single block. Decrese lod to 0% nd shutdown genertor with locl E- Stop. Disconnect fuel solenoid nd simulte START to engine. Voltge regultion is ±1%. Frequency regultion is ±1%. Mximum bckpressure t full-rted lod is within mnufcturer s written mximum llowble limits of 5.9 kp or 1.7 Hg for the engine. Genertor cools down b No leks from ny system re found Engine continues to run without shutdown or overspeed trip nd recovers to stedy stte voltge nd frequency rnges within 5 seconds. Genertor shuts down b Remote nnuncitor lrms with E-Stop b Engine cycle crnks minimum of three 15-second crnking cycles with 15 seconds between cycles. At completion of third cycle engine stops crnking nd OVERCRANK shutdown lrm is nnuncited loclly nd remotely. SPACE HEATER OPERATION 5.1 Adjust thermostt to 5 degrees below spce temperture. Spce heter turns on to mintin set point. 5.2 Adjust thermostt to 5 degrees bove spce temperture. Spce heter turns off to mintin set point. LOUVER OPERATION Perform the following tests immeditely fter the lod bnk test. 6.1 Turn genertor control to RUN (if not lredy running) Genertor strts nd runs. b Louvers open. 6.2 Turn genertor control to STOP. Louvers remin open. 6.3 Record Louver set point. N/A 6.4 Adjust the Louver set point to setting bove the enclosure Louvers close. temperture. Return the Louver temperture set point to the originl vlue. Louvers re-open if the enclosure temp is bove set 6.5 point or remin closed if the enclosure temp is below the set point. FINAL INSPECTION 7.1 After testing is performed on the genertor, verify tightness of field lnded feeder termintions. Feeder cble connections properly torqued nd mrked. 7.2 Refill fuel tnks nd verify 90% fuel levels. Fuel level indictor verifies 90% fuel level in tnk Generl Notes Americn University Cx Pln Functionl Performnce Test Pge 4 of 4 F4 FPT EXAMPLE Genertor.xls