Guide 01040 B

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SECTION 01040 Version B  1

COORDINATION
COMMISSIONING AGENT--GENERAL REQUIREMENTS

COMMISSIONING GUIDE SPECIFICATION

SECTION 01040
COORDINATION
COMMISSIONING AGENT AND GENERAL REQUIREMENTS
Spec writer:
The following guide specification is intended to be reviewed, modified and inserted into the noted specification
section to meet the specific commissioning needs and requirements for the current project. Any modifications to
this specification shall only be made after consultation with the Owner’s representative and with approval of the
engineer of record. Where there are check boxes or fill-in blanks, fill in as appropriate and delete all but the
choice(s) that apply. Delete all direction boxes.

THIS VERSION (B) OF THIS SECTION APPLIES WHEN THE COMMISSIONING AGENT IS
HIRED BY THE GENERAL CONTRACTOR
(The Commissioning Agent is the party personally directing the
day-to-day commissioning activities)

Alert the Contractor that this project will be commissioned and that they will be responsible
to carry out the execution of the commissioning process under the approval of the Owner’s
Construction Manager.

Include the following section under PART 1 - GENERAL:

PART 1 - GENERAL

1.__ COMMISSIONING

A. This project will have selected building systems commissioned. The equipment and systems
to be commissioned are specified in Section 17100, Part 1.4. The commissioning process,
which the Contractor is responsible to execute, is defined in Division 17. The
commissioning process will be directed by a Commissioning Agent whose services will be
provided by the Contractor. The commissioning will be approved by the owner’s
Construction Manager.

File: 682764354.doc Commissioning Guide Specification --PECI / OREGON OFFICE OF


ENERGY: 8/3/2023
--Large Buildings
SECTION 01040 Version B  2
COORDINATION
COMMISSIONING AGENT--GENERAL REQUIREMENTS

B. Abbreviations. The following are common abbreviations used the Specifications and in the
Commissioning Plan. Definitions are found in Section 17100, Part 1.6.

A/E- Architect and design engineers FT- Functional performance test


CA- Commissioning agent GC- General contractor (prime)
CC Controls contractor MC- Mechanical contractor
CM- Construction Manager (the PC- Prefunctional checklist
owner’s Representative)
Cx- Commissioning PM- Project manager (the Owner)
Cx Plan- Commissioning Plan document Subs- Subcontractors to General
EC- Electrical contractor TAB- Test and balance contractor

Alert the Contractor that they will be responsible to provide the services of a
qualified Commissioning Agent as follows:

1.__ ADMINISTRATIVE / SUPERVISORY PERSONNEL

A. ..........

__. Commissioning Agent: The Contractor will provide the services of a qualified Commissioning
Agent. The responsibilities of the Commissioning Agent are defined in Division 17. The
Commissioning Agent will report directly to the Owner’s Construction Manager.

1. Commissioning Agent Qualifications: The Commissioning Agent will satisfy the following
requirements:

The A/E should modify the requirements to be appropriate for the complexity
of the systems to be commissioned in this building.

List other systems that are being commissioned. If they are highly specialized (fume hoods, clean
room, security, communications, etc.) state that two parties may be hired, with one lead, to fulfill
the expertise required.

a. Have extensive experience in the operation and troubleshooting of HVAC systems,


energy management control systems and lighting controls systems. Extensive field
experience is required. A minimum of _____ full years in this type of work is
required.
b. Knowledgeable in test and balance of both air and water systems.
c. Direct experience in monitoring and analyzing system operation using energy
management control systems trending or stand-alone datalogging equipment.
d. Excellent verbal and writing communication skills, highly organized and able to work
with both management and trade contractors.
e. A bachelors degree in Mechanical Engineering is highly preferred and P.E.
certification is desired, however, other technical training and past commissioning and
field experience will be considered.

File: 682764354.doc Commissioning Guide Specification --PECI / OREGON OFFICE OF


ENERGY: 8/3/2023
--Large Buildings
SECTION 01040 Version B  3
COORDINATION
COMMISSIONING AGENT--GENERAL REQUIREMENTS

f. The Commissioning Agent requirements cannot be fulfilled by the combined expertise


of a company, but must be part of the skill and experience set of the one individual
who will be the designated Commissioning Agent, unless specifically noted above.
g. The Commissioning Agent will be an independent contractor and not an employee of
the General Contractor or any other subcontractor on this project, including the A/E.
h. The Commissioning Agent shall have been the prime commissioning agent for
commissioning at least ____ facilities of _____________ sf and similar complexity in
system type in the last 5 years.
i. The Commissioning Agent will provide a detailed description of at least three
commissioning projects completed recently with their personal involvements, the
names and telephone numbers of the Owner’s project manager and the general
contractor’s site superintendent.

Spec Writer: To make this section more rigorous, consider using all or parts of the commissioning
agent RFP solicitation found in Part I, Appendix 1 of the Model Commissioning Plan and Guide
Specifications.

2. The Contractor will submit with the construction bid proposal the CA’s resume and
qualifications to the CM, the owner’s Project Manager and the A/E for approval. The Owner
reserves the right to require the Contractor to submit another party for the position, in the
event the first party submitted is considered unqualified for the project. Final approval will
be with the Project Manager.

Extend the duties of the CM to cover their Cx responsibilities under Administrative Personnel.

__. Construction Manager (CM): In general, the construction management services contractor is hired by
the owner to assist in the overall management of the project including supervising and on-site managing
authority over a project’s construction. The General Contractor reports to the CM. A qualified member of
the CM team acts for the owner and reviews and approves the work of the Commissioning Agent
and commissioning team and witnesses selected tests, as well as performing tasks specified in
Division 17. This member of the CM shall have significant mechanical engineering training and
expertise and have extensive field experience in troubleshooting, inspecting HVAC systems,
controls and lighting systems and
_____________________________________________________.

If the Test and Balancing Contractor (TAB) will be hired by someone other than the Owner, have
the TAB qualifications submitted and approved by the Owner.

__. Test and Balance Contractor (TAB). The Contractor will provide the services of a qualified test
and balance contractor. The qualifications of the TAB contracting firm shall be submitted, along
with the specific qualifications of the lead site technician who will remain on site during all TAB
work, within ______ days of notice to proceed. Recent past projects shall be listed and described
for both the company and the lead technician. Names and telephone numbers of the project
contractors and facility managers will be provided.

File: 682764354.doc Commissioning Guide Specification --PECI / OREGON OFFICE OF


ENERGY: 8/3/2023
--Large Buildings
SECTION 01040 Version B  4
COORDINATION
COMMISSIONING AGENT--GENERAL REQUIREMENTS

__. The Owner must approve in writing the qualifications of both the company and the lead
technician.

The A/E should modify the TAB requirements to be appropriate for the complexity of the systems
to be installed in this building.

Though not directly applicable to this section, an important reminder is made here:

The Spec Writer should review any quality assurance sections, particularly 01400, and make sure
that any stock language about costs of testing being the Owner’s responsibility are correctly
reflected consistent with the commissioning specifications

END OF GUIDE SPECIFICATION SECTION

File: 682764354.doc Commissioning Guide Specification --PECI / OREGON OFFICE OF


ENERGY: 8/3/2023
--Large Buildings

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