PSPC Commissioning Manual (CP.1)

Appendix A - Sample of Commissioning Brief

Note: This is a sample (only) of the type of Commissioning Brief which might be used with a traditional type of Consultant Design / Contractor construct project.

A model generic Commissioning Brief may be found in CP.11: Guide to the preparation of Commissioning Briefs.

Table of Contents:

  1. Commissioning objectives
  2. General description of commissioning
  3. Roles and responsibilities
  4. Occupancy requirements
  5. Operational criteria
  6. Life cycle costing criteria
  7. Cooperation and coordination
  8. Training
  9. Correction of deficiencies
  10. Facility maintenance policy, guidelines and requirements
  11. Acceptance of the project
  12. Commissioning documentation
  13. Commissioning deliverables
  14. Construction and Commissioning

Important notes to writer of Commissioning Briefs:

  1. This model Commissioning Brief has been developed specifically for use with the traditional Consultant Design / Contractor construct type of project.
  2. This model Commissioning Brief shall be used in the preparation of project-specific Commissioning Briefs for new projects, existing installations where systems have to be substantially modified or for remaining existing systems as appropriate.
  3. Material in this Commissioning Brief that is in ITALICS is for the benefit of the writer of the Commissioning Brief and is NOT intended to be incorporated into the Commissioning Brief.

1. Commissioning objectives

The objectives of commissioning are:

  1. To document the design intent of the overall project and the proposed building systems and components and to verify and demonstrate that all functional and operational requirements have been correctly interpreted in the Design solution.
  2. To document the operational, maintenance and building management requirements
  3. To minimize O&M costs through the careful selection of design solutions (for economy, reliability, durability, accessibility, maintainability), construction materials, installation practices, performance verification procedures
  4. To verify that selected design solutions and the resultant built works protect the safety, health, welfare and comfort of occupants and O&M personnel.
  5. To define responsibility areas for meeting these operational requirements in the contract documents and include a process to demonstrate compliance.
  6. To demonstrate that the Client's and the Department's requirements are meet during the project implementation and commissioning phases of the project and to support quality management of construction and installation through verification of building components, systems and environments.
  7. To verify and demonstrate that all systems operate consistently at peak efficiencies, under all normal load conditions, and within the specified energy budget.
  8. To provide comprehensive documentation of the operational, maintenance and building management
  9. To implement a comprehensive training program.
  10. To transfer the completed works to qualified facility operators verifying that the building systems operate consistently at peak efficiencies, under all normal load conditions, and within the specified energy budget.
  11. To ensure the heritage character of the building is protected through appropriate maintenance schedules, methods, materials and procedures.

2. General description of commissioning

  1. Commissioning shall be carried out in accordance with the PWGSC/PSPC Commissioning Manual (CP.1), current edition, and all associated Guidelines but suited to the specific requirements of the project. These documents consist of:
    CP.1:
    Project Commissioning Manual
    CP.2:
    Commissioning Glossary (forms Appendix B of CP.1)
    CP.3:
    Guide to development of the Commissioning Plan
    CP.4:
    Guide to the development of the Building Management Manual
    CP.5:
    Guide to preparation of Training Plans
    CP.7:
    Commissioning for Facilities Management and Operation
    CP.8:
    Guide to the preparation of Commissioning Reports
    CP.9:
    Guide to the development and use of Check Lists
    CP.10:
    Guide to the development and use of Report Forms and Schematics
    CP.11:
    Guide to the preparation of Commissioning Briefs
    CP.12:
    Guide to the development and use of Commissioning specifications
    CP.13:
    Facility Maintenance Policy, Guidelines and Requirements
  2. The PWGSC/PSPC Commissioning Manual (CP.1) and all associated PWGSC/PSPC Guidelines are available from the Project Manager.
  3. Commissioning includes architectural, structural, interior and landscape systems, as well as the usual mechanical and electrical systems.
  4. The Designer must deliver concise and comprehensive information and reports on commissioning to PSPC.
  5. A enhanced commissioning program is required and will apply to all construction phases, base building and fit up work.

3. Roles and responsibilities:

  1. PSPC Project Manager: Has overall responsibility for managing the project and delivering the project to the Project Leader on time and on budget. Upon completion, the Project Manager hands the facility over to the Project Leader.
  2. PSPC Commissioning Manager: As a member of the PSPC Technical Advisory Team, the Commissioning Manager:
    1. represents the Project Manager during the commissioning process
    2. maintains overall responsibility for representing the Client's interests in the implementation of commissioning, including:
      1. assuring that all program issues have been addressed,
      2. reviewing all documentation at all stages of project development and delivery,
      3. monitoring of all commissioning activities,
      4. verification of the accuracy of all reported results,
    3. ensures that all O&M aspects are addressed to the satisfaction of the Department,
    4. reviews Designer's submissions
    5. monitors the Designer's commissioning services during the commissioning process,
    6. witnesses and certifies with the developer's designer all integrated systems test results,
    7. in consultation with the Designer, review staffing, service contracts and requirements for supply and storage of spare parts, special tools and maintenance materials
  3. Designer (Consultant): The Designer shall:
    1. establish Design Criteria, functional and operational requirements, if not already established in the RFP or Project Brief,
    2. establish a Design Energy Budget and, if necessary, revise and update with each submission,
    3. prepare a preliminary O&M budget and revise and update with each submission, containing detailed breakdowns of various items such as estimated electrical, mechanical, or specialty equipment annual energy consumption and systems maintenance, operation and/or service contract costs.
    4. prepare a preliminary Commissioning Budget and revise and update with each submission.
    5. prepare a preliminary Commissioning Plan in accordance with CP.3: Guide to development of the Commissioning Plan.
    6. prepare commissioning specifications for components, equipment, systems and integrated systems in accordance with CP.12: Guide to the development and use of Commissioning Specifications and incorporate same into the construction specifications,
    7. prepare a complete maintenance management documentation in accordance with CP.4: Guide to the preparation of Building Management Manuals, to be sufficiently complete for use during training, and to include:
      1. explanation of the purpose of the facilities, what the building is meant to do
      2. outline of the design intent of all systems
      3. provide a narrative description of the project's conceptual framework,
      4. document all design decisions made throughout the project,
      5. description of each building system; including architectural, structural, mechanical, electrical, civil, fire protection, acoustical and other building as well as site systems.
      6. Include all relevant documentation
    8. plan the commissioning and performance verification (PV) activities, processes and their output, including development of project-specific:
      1. Installation / Start-up Check Lists prepared in accordance with CP.9: Guide to the development and use of Check Lists,
      2. Product Information (PI) Report Forms and Performance Verification (PV) Report Forms prepared in accordance with CP.10: Guide to the development and use of Report Forms and Schematics,
      3. Add all design data to PI and PV report forms
    9. prepare a detailed Training plan in accordance with CP.5: Guide to preparation of Training Plans,
    10. incorporate PSPC MMS identification codes to all components, equipment and systems into all working documents; all in accordance with CP.13: Facility Maintenance Policy, Guidelines and Requirements,
    11. review the Contractor's detailed commissioning schedule for components, equipment, systems, and integrated systems. (PV tests will be performed by the Contractor.
    12. identify Contractor and subcontractor commissioning, PV and testing responsibilities,
    13. review shop drawings and product data and accompanying Product Information (PI) as completed by the Contractor,
    14. monitor commissioning activities, provide quality control reports to the PSPC commissioning Manager throughout the construction, commissioning and operational phases of the work, including but not necessarily limited to:
      1. Inspection and verification of as installed components, sub system and systems on a regular basis during construction
      2. witnessing tests, as required by PSPC,
      3. reviewing and verifying testing, adjusting and balancing (TAB) reports,
      4. reviewing and verifying Performance Verification (PV) Reports prepared in accordance with CP.8: Guide to the preparation and use of Commissioning Reports.
      5. witness and certifying systems and integrated systems tests.
      6. Any test which cannot be commissioned due to design errors or omission has to be redesigned and recommissioned.
    15. participate in the Training Plan by providing training on design philosophy, design intent and systems designs,
    16. witness and certify deferred tests, commissioning activities, PV, review and accept reports,
    17. identify and verify the rectification of all outstanding deficiencies,
    18. assist in the resolution of all issues relating to commissioning,
    19. prepare "as-built" documentation (plans and specifications) as described elsewhere in the RFP or Project Brief,
    20. assist in fine-tuning of systems and equipment as required during the warranty period,
    21. coordinate with the PSPC Commissioning Manager to ensure that O&M requirements are addressed,
    22. assist in systems checks and environmental checks during the warranty period,
    23. participation in warranty inspections and production of warranty inspection reports and address all warranty issues that may arise,
    24. ensure that the final product meets the Design Criteria, functional and operational requirements, the project objectives and all requirements of the RFP and Project Brief,
    25. recommend acceptance of the completed project,
    26. assist the PSPC project manager in the preparation of a debriefing (Evaluation) report. To include, but not necessarily be limited to:
      1. a building evaluation summary with recommendations,
      2. lessons learned from the project.
  4. Designer's commissioning resource: To assist in fulfilling a fully integrated and comprehensive commissioning program, the Designer shall appoint a full-time commissioning resource with proven expertise in implementing commissioning programs, and who shall be responsible for detailed coordination of commissioning and provide direction for all matter relating to commissioning as described herein. The name of this resource shall be provided to the PSPC Project Manager and Commissioning Manager
  5. Contractor: In accordance with the commissioning requirements specified in the Construction Documents, the Contractor:
    1. develops a critical path commissioning activities schedule for review and approval of the Designer, PSPC Commissioning Manager and Project Manager,
    2. executes all commissioning activities in accordance with the Contract Documents, such as:
      1. input data from drawings on to Product Information (PI) Report Forms,
      2. assemble maintenance sections of the Building Management Manual as described in CP.4 - Guide to the preparation of Building Management Manuals,
      3. assist in assembly of section relating to operation of components, equipment, sub-systems, systems and integrated systems as described in CP.4: Guide to the preparation of Building Management Manuals,
      4. utilize Installation/Start-up Check Lists when conducting pre-start-up inspections,
      5. coordinate all commissioning activities,
      6. perform testing, adjusting and balancing (TAB), prepare TAB reports,
      7. conduct performance verification (PV) tests of components, equipment, sub-systems, systems and integrated systems, complete PV Report Forms, prepare PV Reports,
      8. coordinate and implement training as described in CP.5: Guide to preparation of Training Plans,
      9. address all issues relating to commissioning,
      10. assist the Designer in the preparation of commissioning documentation,
      11. assist the Designer in the preparation of "as-built" documentation,
      12. fine-tune components, equipment, sub-systems, systems and integrated systems during the warranty period,
      13. perform systems and environmental checks during warranty period and prepare reports,
      14. address all warranty issues,
      15. provide input to the Designer in the preparation of a debriefing (Evaluation) report.
  6. Contractor's commissioning resource, assigned by the Contractor, qualified and experienced in the implementation of all commissioning, to coordinate, direct and verify all commissioning activities and procedures. The name of this resource shall be provided to the PSPC Project Manager and PSPC Commissioning Manager for approval.

4. Occupancy requirements

Identify facility management requirements, including move-in procedures; security systems; staffing; signage; safety and accessibility for persons with disabilities.
User occupancy requirements include consideration of the need for and implications of:

  1. early, late and/or phased completion, take-over, acceptance and occupancy, including the effects upon the User's present accommodation (such as early decommissioning, need for extension etc.),
  2. requirements for initial, interim and substantial occupancy including, for reasons of health and safety, full commissioning of all life safety systems. It may also include some form of "interim commissioning" of all non-life safety systems,
  3. overlapping of construction, commissioning and initial occupancy. This requires consideration of the effects of partial commissioning, delay of commissioning activities, the effects on insurance, warranties, certification, repetition of commissioning activities after full occupancy, and/or completion of fit-up contracts,
  4. post-occupancy commissioning activities during Operation which will often be necessary for certain systems and equipment under these circumstances.

5. Operational criteria

Notes to Reader:

  1. This paragraph applies mainly to renovation projects.
  2. Rewrite this paragraph to suit project requirements.
  1. [This building will be decommissioned during the renovation and construction process and the Contractor will bear the full responsibility for the base building.]
    or
    [This building will be occupied during the demolition, construction and fit-up process. Part of the building will be decommissioned during the first construction (demolition) contract. The Contractor will bear full responsibility for the base building].
    or
    [This building will be partially occupied during the demolition, construction and fit-up process. Part of the building will be decommissioned during the first construction (demolition) contract].
  2. The Contractor may use base building systems, utilities and steam from the Central Heating Plant during renovation stages. The cost for energy used will be borne by [PWGSC/PSPC] [the Contractor].
  3. [Start-up, PV and acceptance will include phased activities (both within individual contracts and involving several contracts). Testing, PV, commissioning and training must be developed bearing these variables in mind. Cooperate and coordinate testing procedures and schedule with user. Once the renovated building has been occupied, further testing activities will be subject to User's approval and may be refused during normal working hours].
    or
    [Start-up, PV and acceptance will include phased activities (both within individual contracts and involving several contracts). Testing, PV, commissioning and training must be developed bearing these variables in mind. For example:

    Note to Reader: Modify this table to suit the project

    Nominal hours of operation/occupancy:
    0600 - 1800, [5] days/week
    Extended hours of operation/occupancy:
    1800 - 0600, [5] days/week
    Nominal hrs. of operation (presence) of O&M staff:
    0830 - 1600, 5 days/week
    Security staff presence:
    24 hours/day, 7 days/week
    Cafeteria and meeting rooms:
    [0700 - 2100] [varies], 7 days/week
    Restrictions to testing:
    Life-support: Off-hours
    Emergency power: Off-hours
    Ventilation for off-gassing:
    [During occupied periods and] during off-hours for first [8] weeks after completion of installation of furnishings].

    Once the renovated building has been occupied, further testing activities will be subject to User's approval and may be refused during normal working hours.

6. Life cycle costing criteria

If not prescribed within the RFP or Project Brief, when developing life cycle cost analyses for each option, use the following criteria:

  1. [25] years to next refit,
  2. [50] year investment horizon,
  3. costs of utilities (e.g. Central Heating and Cooling Plant (CHCP) steam, hot water heating, chilled water, electricity), fuel consumption, potable water and sewage),
  4. reliability, durability, operability, maintainability, accessibility and serviceability,
  5. systems selection and staffing in response to annual operating cost criteria

7. Cooperation and coordination

Throughout the Commissioning Process, the Project Design Team, the Project Construction Team, the Project Commissioning Team, and the Property Management Team, all as defined in The PSPC Commissioning Manual (CP.1), will work closely together to implement all commissioning activities.

8. Training

In consultation with the PSPC Commissioning Manager, prepare a comprehensive training plan for the training of the Facility Management personnel, User (where deemed necessary) and operations and maintenance staff.

If required by the RFP or the Project Brief, training shall be in English and French.

The training plan which will enable O&M personnel to identify repair and maintenance needs that might otherwise go undetected for long periods with possibly serious consequences.

Training shall enhance monitoring and diagnostic capabilities and result in more efficient, cost- effective operation of the facility.

The training plan shall be in accordance with the requirements of CP.5 Guide to preparation of Training Plans. Training plans shall be reviewed, revised, updated and resubmitted as required.

The names of all trainees (obtained from the PSPC Project Manager) and all training personnel shall be submitted to the PSPC Project Manager for review, comment and approval at least two (2) weeks prior to the proposed training dates.

Training must clearly relay:

  1. A clear understanding of the intent of the design,
  2. All limitations of the systems,
  3. Reasons for the choice of systems.

Coordinate the dates of all training sessions with the PSPC Project Manager. Update the training plan as required to reflect the project schedule. The PSPC Project Manager will organize the location.

The training plan shall recognize both short-term and long-term requirements.

Upon completion, prepare a summary of the training sessions, indicating dates, subject matter, all training personnel and all trainees present and submit to the Project Manager.

9. Correction of deficiencies

The Designer, in consultation with the PSPC Commissioning Manager, shall:

  1. instruct the contractor to correct all the deficiencies identified and recorded during the performance verification,
  2. provide solutions during the PV process with respect to the variances from the design parameters,
  3. adjust or alter the systems to achieve the design parameters. This shall include re-testing,
  4. immediately notify the PSPC Project Manager when tests fail to meet project requirements and when corrective work and re-tests affect construction and completion schedule,
  5. report in writing to the PSPC Project Manager and the PSPC Commissioning Manager indicating compliance or anomalies regarding witnessed events. The consultant is to investigate and recommend in writing any corrective actions to be taken to facilitate compliance with design intent and design criteria.

10. Facility maintenance policy, guidelines and requirements

For full details, the Designer shall refer to CP.13: Facility Maintenance Policy, Guidelines and Requirements.

11. Acceptance of the project

The project will be accepted and the Interim Certificate of Completion will be issued only after:

  1. successful completion of all integrated systems tests, life safety support systems tests and after all other requirements of the authority having jurisdiction are satisfied,
  2. all test certificates, commissioning reports and commissioning documentation have been approved and accepted by the PSPC Project Manager.

12. Commissioning documentation

Commissioning documentation is a complete set of data and information fully describing the completed project as a built, finished, functional and operational facility and presented in a form that can be maintained, updated and used over the life of the building.

In preparing project-specific commissioning documentation, use all existing generic commissioning documentation to the maximum extent possible. However, the Designer retains over-riding responsibility for the content of all project-specific commissioning documentation and for editing, amending and supplementing as required and as is appropriate for the project.

Produce in accordance with the requirements of The PSPC Commissioning Manual (CP.1) in consultation with PSPC centre of expertise and the PSPC Commissioning Manager as appropriate.

Comply with all requirements contained in the RFP relating to electronic production of commissioning documentation.
Commissioning documentation shall include:

  1. The Commissioning Plan, the master planning document for all commissioning activities and deliverables, revised, refined, updated and reviewed at each stage of design development and re-submitted for review by the PSPC Commissioning Manager. Use the PSPC Model Commissioning Plan (see CP.3) as a reference model.
  2. The Building Management Manual, containing all documentation for the project and providing a complete "paper trail" relating to project delivery. Responsibilities for development and timing of delivery are described in CP.4: Guide to the development of Building Management Manuals.
  3. Commissioning specifications. For details of requirements, refer to CP.12 - Guide to the development and use of Commissioning Specifications.
  4. Training Plans. Refer to CP.5 Guide to the preparation of Training Plans. For more details refer to relevant paragraph below.
  5. Installation Check Lists for use during pre-start-up and pre-commissioning inspections. Refer to CP.9 Guide to the development and use of Check Lists.
  6. Product Information (PI) report forms to document all details of equipment, components and systems, Refer to CP.10 Guide to the development and use of Report Forms and Schematics.
  7. Performance Verification (PV) report forms and include thereon all Design Criteria, Design Intents and other relevant design information. Refer to CP.10 Guide to the development and use of Report Forms and Schematics.
  8. MMS requirements, Apply to all drawings before Tender call. Refer to CP.13 Facility Maintenance Policy, Guidelines and Requirements.
  9. "As-built" drawings and specifications: to be completed prior to, and available for, pre-start-up inspections and to include:
    1. amendments to show all measured and approved results of PV procedures, settings of all controls, systems and equipment as finally set upon completion of commissioning,
    2. project specifications amended by insertion of addenda, change notices, etc.
    3. Flow diagrams and piping schematics as installed at each major item of equipment complete with valves controllers, etc., identified with numbered tags.
  10. Occupants' Comments/Complaints Audit System for use during the Warranty Period.
  11. TAB and commissioning reports to be prepared in accordance with CP.8: Guide to the preparation and use of Commissioning Reports.
  12. Final evaluation report, in accordance with CP.8: Guide to the preparation and use of Commissioning Reports.
  13. Any other documents and reports

13. Commissioning deliverables:

  1. First technical submission by the Designer: Provide following:
    1. Conceptual Design Report: From the commissioning perspective, the Conceptual Design Report shall include:
      1. description of the design describing the Design Criteria, Design Intent, the design philosophy, the rationale for system selection based on life cycle cost analysis, the functional and operational requirements and the conceptual framework for the operation and use of the proposed building, its components and systems, how the proposed design meets the Client's requirements, corporate and project objectives. To be updated at each stage of project development.
      2. design criteria, Design intents,
      3. O&M Report. To include:
        1. O&M budget including projected utility consumption
        2. spatial requirements for O&M staff (office, lockers, kitchen, showers, washrooms, flow of people and supplies, storage for special tools, spare parts, and maintenance materials),
        3. cleaning requirements (janitor closets, receptacle for vacuum, equipment supply and storage),
        4. other requirements associated with O&M aspects including, but not necessarily limited to:
          1. operating standards and operator requirements,
          2. equipment and system reliability requirements,
          3. delivery, content and form of O&M documentation,
          4. tools, equipment, spare parts and maintenance materials,
          5. emergency procedures,
          6. identification and other similar needs,
          7. waste management requirements,
          8. preventive maintenance tasks.

          Further information may be obtained from CP.7: "Commissioning for Facility Management and Operation".

      4. Comprehensive documentation, design information/data and comments to allow the PSPC Commissioning Manager to:
        1. prepare service and staffing contracts,
        2. prepare a list of spare parts, special tools, maintenance materials and other special equipment to be provided by the Contractor.
      5. capacity of the facility to change in response to program changes over its life expectancy,
      6. requirements for operation and maintenance of the project over its life expectancy,
      7. occupancy during construction,
      8. "phased" construction program,
      9. assessment of staffing and skill requirements to operate and maintain the project,
      10. preliminary commissioning plan
      11. sample of PI/PV report forms and tracking software,
      12. preliminary building management manual,
      13. define project archives and how these archives will be managed, updated, and submitted at the end of the project.
  2. 33% Submission:
    1. Extent of commissioning determined,
    2. Factory and on-site tests of components, sub-systems, systems and integrated systems during construction, installation and commissioning determined,
    3. Outline commissioning specifications using PSPC generic commissioning specifications PLUS outline project-specific commissioning specifications,
    4. Updated Commissioning Plan,
    5. Updated Building management manual,
    6. Updated Design Intent Document,
    7. Updated O&M Budget,
    8. Outline PI and PV forms. Provide for all components, equipment and systems to be tested,
    9. Maintenance management system (MMS) codes identified for all equipment shown on the construction documents,
    10. Preliminary Training Plan
  3. 66% Submission:
    1. Factory and on-site tests of components, sub-systems, systems and integrated systems during construction, installation and commissioning defined and detailed in commissioning specs,
    2. Commissioning activities to be deferred to Operational Phase and Warranty Period identified,
    3. Detailed commissioning specifications,
    4. Updated Commissioning Plan, etc.,
    5. Detailed Building management manual,
    6. Updated Design Intent Document,
    7. Updated O&M Budget,
    8. Updated Training Plan,
    9. Maintenance Management System (MMS) codes identified for all equipment shown on the construction documents, schematics and line diagrams,
    10. Complete PI and PV forms. Provide for all components, equipment and systems to be tested.
  4. 99% Submission:
    1. Commissioning specifications integrated into project specifications,
    2. 90% Commissioning plan,
    3. 90% complete Building Management Manual,
    4. 90% Design intent document detailing each building system, including all engineering calculations,
    5. Final O&M Budget,
    6. Maintenance Management System (MMS) codes identifiers shown on the construction documents and indicated on each PI and PV form,
    7. 100% Training Plan, indicating scope and duration of training,
    8. Design information added to PI forms
  5. 100% Submission:
    1. This submission incorporates all revisions required by the review of the 99% submission,
    2. Complete Commissioning Plan,
    3. Update the design intent document to reflect any changes from the 99% submission.

14. Construction and Commissioning:

  1. General:
    1. Upon Contract award, review and Update the PI and PV Forms, installation/start-up Check Lists, Commissioning Plan, Training Plan, commissioning specifications, and Commissioning Schedule to ensure relevance to construction changes to the work. Refer to CP.9 - Guide to the development and use of Check Lists, and CP.10 - Guide to the development and use of Report Forms and Schematics,
    2. In consultation with the Contractor, review/select the test instruments to be used and instrument calibration,
    3. Incorporate relevant data from approved shop drawings and installed component data immediately upon approval,
    4. Review contractors compliance with the contract documents,
    5. Witness and certify tests, including those tests conducted before concealment and start up,
    6. Verify that each system is completed, safe to operate and ready for start-up,
    7. Review all test reports and take necessary action with Contractor when work fails to comply with contract,
    8. Immediately notify the PSPC Project Manager when tests fail to meet project requirements and when corrective work will affect schedule,
    9. Ensure that all deficiencies are rectified and acknowledge that the installation of components and systems is ready for the commissioning phase,
    10. Assist Departmental Representative in evaluating testing firm's invoices for services performed,
    11. Review all maintenance management nomenclature and submissions prepared by the contractor. Ensure completion of on-site implementation and tagging of systems and equipment.
  2. Manuals and Reports - Refer to CP.4 - Guide to the development of Building Management Manuals:
    1. 4 weeks before training is due to commence, assemble, review and approve:
      1. all commissioning documentation, including PV documentation, procedures and expected output.
      2. in consultation with the Contractor, review/select the test instruments to be used and instrument calibration.
      3. revise the Building Management Manual as construction progresses, ensuring that it reflects the installed systems
      4. Finalize the SOP Manual: Verify, and certify, completeness, relevance and accuracy. Produce [4] sets and submit to the PSPC Project Manager prior to implementation of Training Plan. The Contractor shall retain one copy of each volume for his record and for use during the implementation of the Training Plan
      5. Review the O&M Manual: Verify for, and certify, completeness, accuracy, relevance and format. Submit [4] sets to the PSPC Project Manager in accordance with Section [01730][01732][01007] of project specification prior to interim acceptance or implementation of Training Plan. Ensure Contractor assembles all certified tests results and incorporates into the O&M manuals. The Contractor shall retain one copy of each volume for his record and use during the instruction period.
  3. Training: Implement the Training Plan. Refer to CP.5 - Guide to the development of Training Plans.
    1. Submit the Training Plan to the PSPC Project Manager for review and comment at least two weeks prior to the proposed training dates. Update and resubmit as required. Include an agenda and a course outline summarizing the content and duration of training. The training provided must clearly relay:
      1. An understanding of the intent of the design.
      2. Limitations of the systems.
      3. Reasons for the choice of systems.
    2. Coordinate the date(s) of the training session(s) with the PSPC Project Manager. The PSPC Project Manager to organize the location and provide the lists of participants.
    3. Prepare a summary of the training sessions. Indicate dates, subject matter, and all personnel present for training. After training, submit the training summary to the PSPC Project Manager.
    4. Make necessary arrangement for site O&M staff familiarization during construction/ installation.
    5. Consultant to provide training sessions on design intent and operational philosophy of each building system, including architectural systems, and the integrated building systems (all together). Utilize the O&M Manual and design intent document for training sessions.
    6. Contractor to provide training sessions on the operations and maintenance of components, equipment, sub-systems, systems and integrated systems.
    7. Record the time, date and subject matter of training sessions as they occur. Indicate all those who are present at each training session.
  4. Spare Parts:
    1. Finalize the delivery, inventory and storage of all specified spare parts, special tools, maintenance materials.
  5. Component, sub-systems, Systems, and Integrated System Performance Verification (PV)
    1. Test all the components, subsystems, systems and integrated systems in accordance with the provisions of the contract documents, Ensure the work meets the design intent and requirements of ULC and TB Guidelines on Life Safety and Health. The Designer shall witness, certify and approve all tests.
    2. Certify and date all PV procedures and test results.
    3. Report in writing to the PSPC Project Manager and PSPC Commissioning Manager indicating compliance or anomalies regarding witnessed events. The consultant is to investigate and recommend in writing any corrective actions to be taken to facilitate compliance with design intent and design criteria.
    4. Provide solutions during the PV process with respect to the variances from the design parameters.
    5. In consultation with the PSPC Commissioning Manager, instruct the contractor to rectify all deficiencies identified and recorded during the performance verification and adjust or alter the systems to achieve the design parameters. Re-test to verify compliance.
    6. In consultation with the PSPC Commissioning Manager, and PSPC Project Manager, recommend take over of the facility subject to performance of PV and commissioning which were previously agreed to be deferred until the operational phase.
    7. Prior to interim inspection, debrief the PSPC Project Manager and the PSPC Commissioning Manager on the commissioning process including training; problems; required changes to systems (with costs) which are outside the contractor's responsibility, but which are deemed necessary to meet project requirements; commissioning procedures and other information, experiences and suggestions for future projects. Submit a report to the PSPC Commissioning Manager. Repeat this process when 80% occupancy is achieved.
  6. Design intent document and Building Management Manual:
    1. Update the design intent document and Building Management Manual. Immediately prior to the issuance of the Interim Certificate of Acceptance develop this document so as to become the complete "Building Management Manual. to reflect the final as-built works. Reflect all changes, modifications, revisions and adjustments. This may include the incorporation of reports such as the Area Measurement and Space Usage Report, Fire protection Manual, etc.

End
CP.11: Model Commissioning Brief

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