Commissioning Process Manual Appendix B

Sample Commissioning Agent Scope of Work Page B-1

Appendix B – Sample Commissioning Agent Scope of

Work
The pages that follow are a summary of the systems to be commissioned, the
Commissioning Agent scope of work tasks and deliverables, and the Roles
and Responsibilities of the Commissioning Team members. This is a
compilation of the information included in the main body of this Whole
Building Commissioning Process Manual. The compilation provides a
summary of the commissioning tasks in a single location as a handy review
guide. Please refer to the main body of this manual for more detailed
descriptions of the tasks and deliverables.
These tables can be used as starting point when developing the
Commissioning Agent scope of work for a specific project. The edited tables
can be used to replace the comparable tables in the Sample Request for
Proposals provided in Appendix C.

SYSTEMS TO BE COMMISSIONED
The following systems shall be included in the Commissioning Scope of Work.
[Editor’s Note: The following table provides a list of typical systems used in VA facilities
that should be commissioned in a Whole Building Commissioning Process. The list is
intended for guidance only and is not considered comprehensive. Definition of the
specific list of systems to be commissioned is the responsibility of the VA project team in
consultation with the operator of the facility, the designers and the commissioning agent.

Edit the Systems to be Commissioned table below to conform to the scope of the project
to be commissioned and the budget allocated for Commissioning Activities. Remember
that it is the intention of the Department of Veterans Affairs to provide Whole Building
Commissioning on every project. The list of commissioned systems must be tailored to
the systems to be installed on each project.]

Systems To Be Commissioned
System Description
Building Exterior Closure
Foundations (excluding Standard, special, slab-on-grade, vapor barriers, air barriers
structural)
Basements Basement walls, crawl spaces, waterproofing, drainage
Superstructure Floor construction, roof construction, sunshades, connections to adjacent
structures
Commissioning Process Manual Appendix B
Sample Commissioning Agent Scope of Work Page B-2

Systems To Be Commissioned
System Description
Exterior Closure Exterior walls, exterior windows, exterior doors, louvers, grilles and
sunscreens,
Roofing Roof system (including parapet), roof openings (skylights, pipe chases,
ducts, equipment curbs, etc.)
Note: The emphasis on commissioning the above building envelope systems is on
control of air flow, heat flow, noise, infrared, ultraviolet, rain penetration,
moisture, durability, security, reliability, constructability, maintainability, and
sustainability.
Specialties
Patient Bed Service Walls Medical gas certification and cross check, electrical connections
Equipment
Parking Control Equipment Barriers
Laboratory Fume Hoods Fume Hood Certification
Biological Safety Cabinets Cabinet Certification
Packaged Incinerators Combustion Testing, Cycle Certification
Conveying Equipment
Electric Dumbwaiters Interface with other systems (Fire Alarm, etc) [ASTM testing and certification
by others]
Elevators Interface with other systems (fire alarm, etc) [ASTM testing and certification
by others]
Escalators Interface with other systems (fire alarm, etc) [ASTM testing and certification
by others]
Material Delivery Systems Interface with other systems (fire alarm, elevators, etc)
Pneumatic Tube Systems Interface with other systems (fire alarm, etc)
Fire Suppression
Fire Pump Fire Pump, jockey pump, fire pump controller/ATS
Fire Sprinkler Systems Wet pipe system, dry pipe system, pre-action system, special agent systems
Plumbing
Domestic Water Distribution Booster pumps, backflow preventers, water softeners, potable water storage
tanks
Domestic Hot Water Systems Water heaters**, heat exchangers, circulation pumps, point-of-use water
heaters*
Sewerage Pump Systems Sewage ejectors
Wastewater Pump Systems Sump pumps
Sanitary Waste Interceptors Grease interceptors, acid neutralizers
General Service Air Systems Packaged compressor systems, air dryers, filtration
Commissioning Process Manual Appendix B
Sample Commissioning Agent Scope of Work Page B-3

Systems To Be Commissioned
System Description
Medical Air Systems Packaged medical air compressor units. Outlet certification, cross-
connection verification
Medical Vacuum Systems Packaged medical vacuum units, outlet certification, cross-connection
verification
Dental Air Systems Packaged dental air compressor units, outlet certification, cross-connect
verification
Dental Evacuation and Vacuum Packaged Dental Evacuation units, packaged dental vacuum units, outlet
Systems certification, cross-connection verification
Waste Anesthesia Gas Packaged Waste Anesthesia Gas units, outlet certification, cross-connection
Systems verification
Medical Gas Systems (other Medical gas (oxygen, nitrogen, nitrous oxide, etc.) tank/manifold systems,
than Medical Air Systems) outlet certification, cross-connection verification
Chemical Waste Systems Chemical storage tanks, neutralization systems, ventilation, process control
Reverse-Osmosis Systems Packaged Reverse-Osmosis systems
Water De-Alkalizing Systems Package Water De-Alkalizing systems
HVAC
Noise and Vibration Control [Noise and vibration levels for critical equipment such as Air Handlers,
Chillers, Cooling Towers, Boilers, Generators, etc. will be commissioned as
part of the system commissioning]
Direct Digital Control System** Operator Interface Computer, Operator Work Station (including graphics,
point mapping, trends, alarms), Network Communications Modules and
Wiring, Integration Panels. [DDC Control panels will be commissioned with
the systems controlled by the panel]
Chilled Water System** Chillers (centrifugal, rotary screw, air-cooled), pumps (primary, secondary,
variable primary), VFDs associated with chilled water system components,
DDC Control Panels (including integration with Building Control System)
Condenser Water System** Cooling Towers, Fluid Coolers, heat exchangers/economizers, pumps, VFDs
associated with condenser water system components, DDC control panels.
Steam/Heating Hot Water Boilers, boiler feed water system, economizers/heat recovery equipment,
System** condensate recovery, water treatment, boiler fuel system, controls, interface
with facility DDC system.
HVAC Air Handling Systems** Air handling Units, packaged rooftop AHU, Outdoor Air conditioning units,
humidifiers, DDC control panels
HVAC Ventilation/Exhaust General exhaust, toilet exhaust, laboratory exhaust, isolation exhaust, room
Systems pressurization control systems
HVAC Energy Recovery Heat Wheels, Heat Recovery Loops, AHU Integrated Heat Recovery
Systems**
HVAC Terminal Unit Systems** VAV Terminal Units, CAV terminal units, fan coil units, fin-tube radiation, unit
heaters
Commissioning Process Manual Appendix B
Sample Commissioning Agent Scope of Work Page B-4

Systems To Be Commissioned
System Description
Decentralized Unitary HVAC Split-system HVAC systems, controls, interface with facility DDC
Systems*
Unitary Heat Pump Systems** Water-source heat pumps, controls, interface with facility DDC
Humidity Control Systems Humidifiers, de-humidifiers, controls, interface with facility DDC
Hydronic Distribution Systems Pumps, DDC control panels, heat exchangers,
Facility Fuel Systems Boiler fuel system, generator fuel system
Geothermal Energy Direct Use Geothermal well, ground heat exchanger, geothermal pumps, heat
Heating ** exchanger, valves, instrumentation
Solar Energy Heating Systems Solar collectors, heat exchangers, storage tanks, solar-boosted domestic hot
** water heater, pumps, valves, instrumentation
Facility Fuel Gas Systems Witness Natural gas piping pressure testing, natural gas compressors and
storage, propane storage
Smoke Evacuation System Atrium smoke evacuation, other smoke evacuation and smoke management
systems, controls, interface with other systems (fire alarm), emergency
operation.
Electrical
Medium-Voltage Electrical Medium-Voltage Switchgear, Medium-Voltage Switches, Underground
Distribution Systems ductbank and distribution, Pad-Mount Transformers, Medium-Voltage Load
Interrupter Switches,
Grounding & Bonding Systems Witness 3rd party testing, review reports
Electric Power Monitoring Metering, sub-metering, power monitoring systems, PLC control systems
Systems
Electrical System Protective Review reports, verify field settings consistent with Study
Device Study
Secondary Unit Substations Medium-voltage components, transformers, low-voltage distribution, verify
breaker testing results (injection current, etc)
Low-Voltage Distribution Normal power distribution system, Life-safety power distribution system,
System critical power distribution system, equipment power distribution system,
switchboards, distribution panels, panelboards, verify breaker testing results
(injection current, etc)
Emergency Power Generation Generators, Generator paralleling switchgear, automatic transfer switches,
Systems PLC and other control systems
Lighting & Lighting Control** Emergency lighting, occupancy sensors, lighting control systems,
Systems architectural dimming systems, theatrical dimming systems, exterior lighting
and controls
Cathodic Protection Systems Review 3rd party testing results.
Lightning Protection System Witness 3rd party testing, review reports
Commissioning Process Manual Appendix B
Sample Commissioning Agent Scope of Work Page B-5

Systems To Be Commissioned
System Description
Communications
Grounding & Bonding System Witness 3rd party testing, review reports
Structured Cabling System Witness 3rd party testing, review reports
Master Antenna Television Witness 3rd party testing, review reports
System
Public Address & Mass Witness 3rd party testing, review reports
Notification Systems
Intercom & Program Systems Witness 3rd party testing, review reports
Nurse Call & Code Blue Witness 3rd party testing, review reports
Systems
Security Emergency Call Witness 3rd party testing, review reports
Systems
Duress Alarm Systems Witness 3rd party testing, review reports
Electronic Safety and Security
Grounding & Bonding Witness 3rd party testing, review reports
Physical Access Control Witness 3rd party testing, review reports
Systems
Access Control Systems Witness 3rd party testing, review reports
Security Access Detection Witness 3rd party testing, review reports
Systems
Video Surveillance System Witness 3rd party testing, review reports
Electronic Personal Protection Witness 3rd party testing, review reports
System
Fire Detection and Alarm 100% device acceptance testing, battery draw-down test, verify system
System monitoring, verify interface with other systems.
Renewable Energy Sources
Geothermal Energy Electrical Geothermal well, DC-AC Inverters, storage batteries, turbine generator
Generation Systems ** modules, switchgear, combiner boxes, instrumentation, monitoring and
control systems
Solar Energy Electrical Power Solar collector modules, DC-AC inverter, storage batteries, combiners,
Generation Systems ** Switchgear, instrumentation, monitoring and control systems
Wind Energy Electrical Power Wind Turbines, DC-AC inverter, storage batteries, combiners, switchgear,
Generation Systems ** instrumentation, monitoring and control systems

Site Utilities
Water Utilities City Water Service Entrance, Backflow Prevention, Pressure Control,
Booster Pumps, Irrigation Systems
Commissioning Process Manual Appendix B
Sample Commissioning Agent Scope of Work Page B-6

Systems To Be Commissioned
System Description
Sanitary Sewerage Utilities City Sanitary Connection, Waste Treatment Systems
Storm Drainage Utilities City Storm Water Connection, Site Storm Water Distribution
Energy Distribution Utilities Connection to Third Party Energy (Steam, High Temp Hot Water, Chilled
Water) Supply Systems, Metering, Pressure Control

Transportation
Active Traffic Barrier Systems Witness 3rd party testing
Integrated Systems Tests
Loss of Power Response Loss of power to building, loss of power to campus, restoration of power to
building, restoration of power to campus.
Fire Alarm Response Integrated System Response to Fire Alarm Condition and Return to Normal
Table Notes
** Denotes systems that LEED requires to be commissioned to comply with the Fundamental Commissioning
pre-requisite.
Commissioning Process Manual Appendix B
Sample Commissioning Agent Scope of Work Page B-7

SCOPE OF WORK
The Commissioning Agent shall include all tasks and provide all deliverables
to complete the scope of work outlined below:
[Editor’s Note: Edit the table below to conform to the scope of the project to be
commissioned and the budget allocated for Commissioning Activities. Remember that it
is the intention of the Department of Veterans Affairs to provide Whole Building
Commissioning on every project. The list of task should be tailored to the project
execution method and schedule for your specific project
Also note that these tables are not intended to be included in the RFQ for
Commissioning Agent Services. The RFQ should be edited to show only the tasks
identified in Column 1. The tables below can be used by the RFQ Evaluation Team as a
basis of how well the commissioning firm understands the scope of each task.]

Commissioning Agent Task/Deliverables Description

Pre-Design Phase
Project Phase/ Commissioning Task Description Commissioning Deliverables
Cx Task
PRE-DESIGN PHASE
Pre-Design Conduct Pre-Design Commissioning Kickoff Draft Commissioning Plan
Commissioning Meeting with the VA and the Design Team.
Kickoff Meeting Establish or review Owner’s Project Meeting Minutes
Requirements (OPR), goals, objectives, and
preliminary schedule.
Preliminary Owner’s Project
Establish commissioning goals and objectives.
Requirements
Establish the purpose and proposed process for
commissioning the project.
Establish the individual roles of each
participating commissioning team member.
Establish systems to be commissioned and
preliminary acceptance criteria.
Commissioning Process Manual Appendix B
Sample Commissioning Agent Scope of Work Page B-8

Commissioning Agent Task/Deliverables Description

Design Phase
Project Phase/ Commissioning Task Description Commissioning Deliverables
Cx Task
SD1 PHASE
Design Complete a thorough commissioning review of Design Phase Commissioning
Submission the SD1 submittal documents and submitted Issues Log
Review criteria to establish the systems to be designed (Incorporate Commissioning
and installed in compliance with the Owner’s Agent review comments into Dr
Project Requirements (OPR). Review is Checks for Project Tracking –
conducted in conjunction with the IDIQ-AE Peer Retain for Design Phase Cx
Review. Report)
Documents provided to the Commissioning
Agent should include, SD1 Design Narrative
and other submittal documents required by PG
18-15, as well as other pertinent documents.
Design Narrative Review and Reconcile the Project Design Design Phase Commissioning
Narrative. Narrative should incorporate OPR Issues Log
requirements from VA Standards and other (Incorporate commissioning
Project Documents. Design Narrative should review comments into Dr Checks
describe designer’s approach to the project for Project Tracking – Retain for
requirements. Design Phase Cx Report)
Design Narrative can include both the Owner’s
Project Requirements (OPR) and the Basis of
Design (BOD) information. Likewise separate
documents can be developed and retained in
the project record.
Commissioning Develop the Project Design Phase Project Design Phase
Plan Commissioning Plan that outlines process Commissioning Plan
requirements, deliverables, roles,
responsibilities, schedule and milestones.
Provide a copy of the Commissioning Plan to
the A/E. The A/E will incorporate the
Commissioning Plan into the Design Narrative
as described in PG 18-15
Duration Based on the Project Design Phase Design Phase Commissioning
Schedule for Commissioning Plan, prepare a duration Duration Schedule – Incorporate
Commissioning schedule for the design phase commissioning into Commissioning Plan
Activities activities required by the commissioning plan.
This duration schedule should include Design
Phase Activities. The Duration Schedule
should provide sufficient detail to comply with
the AE Team CPM scheduling requirements as
outlined in PG 18-15.
Commissioning Process Manual Appendix B
Sample Commissioning Agent Scope of Work Page B-9

Commissioning Agent Task/Deliverables Description

Design Phase
Project Phase/ Commissioning Task Description Commissioning Deliverables
Cx Task
Design Review Attend and participate in SD1 Design Review Revised Design Phase
Meeting Meeting. Provide clarifications for identified Commissioning Issue Log.
Commissioning Issues as appropriate.
Incorporate other comments or issues identified
(Note that resolution of some
at Review Meeting that impact project
issues may be deferred to later
commissioning into Commissioning Issues Log.
design stages.)
SD2 PHASE
Design Complete a thorough commissioning review of Design Phase Commissioning
Submission the SD2 submittal documents and submitted Issues Log
Review criteria to establish the systems to be designed (Incorporate commissioning
and installed in compliance with the OPR. review comments into Dr. Checks
Documents provided to the Commissioning for Project Tracking – Retain for
Agent should include, SD2 Design Narrative, Design Phase Cx Report)
calculations, room locations and preliminary
layouts and other submittal documents required
by PGA 18-15, as well as other pertinent
documents.
Design Narrative Review the updated Project Design Narrative. Design Phase Commissioning
The Design Narrative should incorporate OPR Issues Log
requirements from VA Standards and other (Incorporate review comments
Project Documents. Design Narrative should into Dr Checks for Project
describe designer’s approach to the project Tracking – Retain for Design
requirements. Phase Cx Report)
Commissioning Update the Project Design Phase Updated Project Design Phase
Plan Commissioning Plan. Commissioning Plan
Provide a copy of the Commissioning Plan to
the A/E. The A/E will incorporate the
Commissioning Plan into the Design Narrative
as described in PG 18-15
Duration Based on the Project Design Phase Design Phase Commissioning
Schedule for Commissioning Plan, prepare a duration Duration Schedule – Incorporate
Commissioning schedule for the Design Phase commissioning into Commissioning Plan
Activities activities required by the commissioning plan.
This duration schedule should include Design
Phase Activities. The Duration Schedule
should provide sufficient detail to comply with
the AE Team CPM scheduling requirements as
outlined in PG 18-15.
Commissioning Provide Outline Commissioning Specifications Outline Commissioning
Specifications Sections utilizing the VA Master Construction Specifications
Specification. Specifications shall be submitted
in accordance with the requirements of PG 18-
Specification Coordination Matrix
15.
for Commissioning Agent/A/E
coordination.
Commissioning Process Manual Appendix B
Sample Commissioning Agent Scope of Work Page B-10

Commissioning Agent Task/Deliverables Description

Design Phase
Project Phase/ Commissioning Task Description Commissioning Deliverables
Cx Task
Design Review Attend and participate in SD2 Design Review Revised Design Phase
Meeting Meeting. Provide clarifications for identified Commissioning Issue Log
Commissioning Issues as appropriate.
Incorporate other comments or issues identified
Note that resolution of some
at Review Meeting that impact project
issues may be deferred to later
commissioning into Commissioning Issues Log.
design stages.
Design Phase Update the Commissioning Issues Log by Revised Design Phase
Issue Log recording resolutions to identified Commissioning Issue Log
Resolution Commissioning Issues.
DD1 PHASE
Design Complete a thorough commissioning review of Design Phase Commissioning
Submission the DD1 submittal documents and submitted Issues Log
Review criteria to establish the systems to be designed (Incorporate review comments
and installed in compliance with the OPR. into Dr. Checks for Project
Documents provided to the Commissioning Tracking – Retain for Design
Agent should include: DD1 Updated Design Phase Cx Report)
Narrative, calculations, equipment schedules,
system and control schematic diagrams and
appropriate schematics and other submittal
documents required by PG 18-15, as well as
other pertinent documents.
Design Narrative Review the updated Project Design Narrative. Design Phase Commissioning
The Design Narrative should be updated to Issues Log
reflect the evolution of the project design and (Incorporate review comments
note all significant deviations from prior version into Dr Checks for Project
for ease of review and reconciliation. Design Tracking – Retain for Design
Narrative should describe designer’s approach Phase Cx Report)
to the project requirements.
Design Phase Meet with the Design Team and VAMC to Meeting Notes
Controls Meeting develop HVAC and other system control
strategies, sequences of operation, trending,
and alarms.
The Commissioning Agent acts as a advocate
for the VAMC and the facilities operations staff
to assist the Design Team in developing realistic
operating strategies and sequences of
operations that will enable the facilities
operations staff to operate the building systems
to sustain the operational, energy and other
systems parameters throughout the project life
cycle.
Commissioning Process Manual Appendix B
Sample Commissioning Agent Scope of Work Page B-11

Commissioning Agent Task/Deliverables Description

Design Phase
Project Phase/ Commissioning Task Description Commissioning Deliverables
Cx Task
Commissioning Update the Project Design Phase Updated Project Design Phase
Plan Commissioning Plan, including any revisions to Commissioning Plan
Commissioning Team Members, Schedules and Draft Construction Phase
other modifications required by the progress of Commissioning Plan
the project.
Prepare a Draft Construction Phase
Commissioning Plan, including systems to be
commissioned, an outline of construction phase
roles and responsibilities, and an outline of
required system documentation requirements.
Provide a copy of the updated Design Phase
Commissioning Plan to the A/E. The A/E will
incorporate the Commissioning Plan into the
Design Narrative as described in PG 18-15
Duration Based on the Project Design Phase Commissioning Duration
Schedule for Commissioning Plan, prepare a duration Schedule – Incorporate into
Commissioning schedule for the commissioning activities Commissioning Plan
Activities required by the commissioning plan. This Draft Construction Phase
duration schedule should include Design Phase Commissioning Duration
Activities. The Duration Schedule should Schedule – Incorporate into the
provide sufficient detail to comply with the AE Draft Construction Phase
Team CPM scheduling requirements as outlined Commissioning Plan.
in PG 18-15.
Based on the Draft Construction Phase
Commissioning Plan, prepare a preliminary
duration schedule for Construction Phase
Commissioning Activities. Incorporate the draft
duration schedule into the Draft Construction
Phase Commissioning Plan.
Commissioning Provide Draft Commissioning Specifications Draft Commissioning
Specifications Sections utilizing the VA Master Construction Specifications
Specification. Specifications shall be submitted
in accordance with the requirements of PG 18-
Specification Coordination Matrix
15.
for Commissioning Agent/A/E
Provide a Specification Coordination Matrix that coordination.
outlines the commissioning-related language
that needs to be included in the individual
equipment and technical specifications.
Commissioning Process Manual Appendix B
Sample Commissioning Agent Scope of Work Page B-12

Commissioning Agent Task/Deliverables Description

Design Phase
Project Phase/ Commissioning Task Description Commissioning Deliverables
Cx Task
Design Review Attend and participate in DD1 Design Review Revised Design Phase
Meeting Meeting. Provide clarifications for identified Commissioning Issue Log.
Commissioning Issues as appropriate. (Incorporate review comments
Incorporate other comments or issues identified into Dr. Checks for Project
at Review Meeting that impact project Tracking – Retain for Design
commissioning into Commissioning Issues Log. Phase Cx Report)
(Note that resolution of some
issues may be deferred to later
design stages.)
Design Phase Update the Commissioning Issues Log by Revised Design Phase
Issue Log recording resolutions to identified Commissioning Issue Log
Resolution Commissioning Issues. (Incorporate review comments
into Dr Checks for Project
Tracking – Retain for Design
Phase Cx Report)
DD2 PHASE
Design Complete a thorough review of the DD2 Design Phase Commissioning
Submission submittal documents and submitted criteria to Issues Log
Review establish the systems to be designed and (Incorporate review comments
installed in compliance with the OPR. into Dr. Checks for Project
Documents provided to the Commissioning Tracking – Retain for Design
Agent should include: DD2 Updated Design Phase Cx Report)
Narrative, calculations, equipment schedules,
system and control schematic diagrams, floor
plans and appropriate schematics and other
submittal documents required by PG 18-15, as
well as other pertinent documents.
Design Narrative Commissioning Agent to update, review and Design Phase Commissioning
reconcile the Project Design Narrative. The Issues Log
Design Narrative should reflect the evolution of
the project design and note all significant
deviations from prior version for ease of review
and reconciliation. Design Narrative should
describe designer’s response to the project
requirements.
Submit the updated Design Narrative to the AE
team for review and comment. Incorporate
review comments into the updated Design
Narrative as necessary.
Commissioning Process Manual Appendix B
Sample Commissioning Agent Scope of Work Page B-13

Commissioning Agent Task/Deliverables Description

Design Phase
Project Phase/ Commissioning Task Description Commissioning Deliverables
Cx Task
Commissioning Update the Project Design Phase Updated Project Commissioning
Plan Commissioning Plan, including any revisions to Plan
Commissioning Team Members, Schedules and
other modifications required by the progress of
the project.
Update the Construction Phase Commissioning
Plan, including systems to be commissioned, an
outline of construction phase roles and
responsibilities, and an outline of required
system documentation requirements.
Include the updated Commissioning Plan in the
revised Design Narrative
Commissioning Provide Preliminary Commissioning Preliminary Commissioning
Specifications Specifications Sections utilizing the VA Master Specifications
Construction Specification. Specifications shall
be submitted in accordance with the
Marked up equipment and
requirements of PG 18-15.
technical specification sections
Review individual equipment and technical showing any revisions to
sections to ensure commissioning-related commissioning-related language.
language has been included as provided in the
Commissioning Specification Coordination
Matrix. Specification Coordination Matrix
for Commissioning Agent/A/E
coordination.
Duration Based on the Project Design Phase Design Phase Commissioning
Schedule for Commissioning Plan, prepare an updated Duration Schedule – Incorporate
Commissioning duration schedule for the design phase into Design Phase
Activities commissioning activities required by the Commissioning Plan
commissioning plan. This duration schedule Construction Phase
should include Design Phase Activities. The Commissioning Duration
Duration Schedule should provide sufficient Schedule – Incorporate into
detail to comply with the AE Team CPM Construction Phase
scheduling requirements as outlined in PG 18- Commissioning Plan
15.
Based on the Project Construction Phase
Commissioning Plan and the DD2 Phase design
submission, update the draft Construction
Phase Commissioning Duration Schedule.
Incorporate the revised Construction Phase
Duration Schedule into the Draft Commissioning
Phase Commissioning Plan.
Commissioning Process Manual Appendix B
Sample Commissioning Agent Scope of Work Page B-14

Commissioning Agent Task/Deliverables Description

Design Phase
Project Phase/ Commissioning Task Description Commissioning Deliverables
Cx Task
Develop The Commissioning Agent will prepare Preliminary Pre Functional
Preliminary Pre- Preliminary Pre Functional Checklists (PFC) for Checklists (PFC’s)
Functional type of system to be commissioned and
Checklists distribute to all Cx Team members for review
(PFC’s) and comment. A completed PFC indicates the
system and its related equipment is ready for
Systems Functional Performance Testing.
Preliminary Pre-Functional Checklists shall be
included in the Construction Phase
Commissioning Plan and the Commissioning
Specifications.
Develop Based on the systems to be commissioned and Preliminary Systems Functional
Preliminary the systems shown in the DD2 submittal, the Performance Test Procedures
Systems Commissioning Agent will prepare Preliminary (FPT’s)
Functional Systems Functional Performance Test
Performance Test Procedures (FPT’s).
(FPT’s) Preliminary FPTs shall be included in the
Procedures Construction Phase Commissioning Plan and
the Commissioning Specifications.
Design Phase Meet with the Design Team and VAMC to Meeting Notes
Controls Meeting update HVAC and other system control
strategies, sequences of operation, trending,
and alarms.
The Commissioning Agent acts as an advocate
for the VAMC and the facilities operations staff
to assist the Design Team in developing realistic
operating strategies and sequences of
operations that will enable the facilities
operations staff to operate the building systems
to sustain the operational, energy and other
systems parameters throughout the project life
cycle.
Design Review Attend and participate in DD2 Design Review Revised Design Phase
Meeting Meeting. Provide clarifications for identified Commissioning Issue Log.
Commissioning Issues as appropriate. (Incorporate review comments
Incorporate other comments or issues identified into Dr. Checks for Project
at Review Meeting that impact project Tracking – Retain for Design
commissioning into Commissioning Issues Log. Phase Cx Report)

(Note that resolution of some

issues may be deferred to later
design stages.)
Commissioning Process Manual Appendix B
Sample Commissioning Agent Scope of Work Page B-15

Commissioning Agent Task/Deliverables Description

Design Phase
Project Phase/ Commissioning Task Description Commissioning Deliverables
Cx Task
Design Phase Update the Commissioning Issues Log by Revised Design Phase
Issue Log recording resolutions to identified Commissioning Issue Log
Resolution Commissioning Issues. (Incorporate review comments
into Dr. Checks for Project
Tracking – Retain for Design
Phase Cx Report)
CD1 PHASE
Design Complete a thorough commissioning review of Design Phase Commissioning
Submission the CD1 submittal documents and submitted Issues Log
Review criteria to establish the systems to be designed (Incorporate review comments
and installed in compliance with the OPR. into Dr. Checks for Project
Documents provided to the Commissioning Tracking – Retain for Design
Agent should include: calculations, equipment Phase Cx Report)
schedules, system and control schematic
diagrams, floor plans and appropriate
schematics and other submittal documents
required by PG 18-15, as well as other pertinent
documents.
Design Narrative Commissioning Agent to update, review and Revised Design Narrative
reconcile the Project Design Narrative. The
Design Narrative should be updated to reflect
the evolution of the project design and note all
significant deviations from prior version for ease
of review and reconciliation. Design Narrative
should describe designer’s response to the
project requirements.
Submit the updated Design Narrative to the AE
team for review and comment. Incorporate
review comments into the updated Design
Narrative as necessary.
Commissioning Update the Project Design Phase Updated Design Phase Project
Plan Commissioning Plan, including any revisions to Commissioning Plan
Commissioning Team Members, Schedules and Updated Construction Phase
other modifications required by the progress of Project Commissioning Plan
the project.
Update the Construction Phase Commissioning
Plan, including systems to be commissioned, an
outline of construction phase roles and
responsibilities, and an outline of required
system documentation requirements.
Include the updated Commissioning Plan in the
revised Design Narrative
Commissioning Process Manual Appendix B
Sample Commissioning Agent Scope of Work Page B-16

Commissioning Agent Task/Deliverables Description

Design Phase
Project Phase/ Commissioning Task Description Commissioning Deliverables
Cx Task
Duration Based on the Project Design Phase Design Phase Commissioning
Schedule for Commissioning Plan, prepare a duration Duration Schedule – Incorporate
Commissioning schedule for the commissioning activities into Design Phase
Activities required by the commissioning plan. This Commissioning Plan
duration schedule should include Design Phase Update Construction Phase
Activities. The Duration Schedule should Duration Schedule – Incorporate
provide sufficient detail to comply with the AE into Construction Phase
Team CPM scheduling requirements as outlined Commissioning Plan
in PG 18-15.
Based on the Project Construction Phase
Commissioning Plan and the DD2 Phase design
submission, update the draft Construction
Phase Commissioning Duration Schedule.
Incorporate the revised Construction Phase
Duration Schedule into the Draft Commissioning
Phase Commissioning Plan.

Commissioning Provide Final Commissioning Specifications Final Project Commissioning

Specifications Sections utilizing the VA Master Construction Specifications
Specification. Specifications shall be submitted
in accordance with the requirements of PG 18-
Marked up equipment and
15.
technical specification sections to
Review individual equipment and technical identify any changes to
sections to ensure commissioning-related commissioning-related language.
language has been included as provided in the
Commissioning Specification Coordination
Matrix.
Develop Draft The Commissioning Agent will update the Draft Pre Functional Checklists
Pre-Functional Preliminary Pre Functional Checklists (PFC) to (PFC’s)
Checklists Draft Pre-Functional Checklists for each type of
(PFC’s) system to be commissioned and distribute to all
Cx Team members for review and comment.
Draft Pre-Functional Checklists shall be
included in the Construction Phase
Commissioning Plan and the Commissioning
Specifications.
Develop Based on the systems to be commissioned and Draft Systems Functional
Preliminary the systems shown in the CD1 submittal, the Performance Test Procedures
Systems Commissioning Agent will update the (FPT’s)
Functional Preliminary Systems Functional Performance
Performance Test Test Procedures (FPT’s) to become Draft
(FPT’s) Systems Functional Performance Test
Procedures Procedures. .
Draft FPTs shall be included in the Construction
Phase Commissioning Plan and the
Commissioning Specifications.
Commissioning Process Manual Appendix B
Sample Commissioning Agent Scope of Work Page B-17

Commissioning Agent Task/Deliverables Description

Design Phase
Project Phase/ Commissioning Task Description Commissioning Deliverables
Cx Task
Design Phase Meet with the Design Team and VAMC to Meeting Notes
Controls Meeting update HVAC and other system control
strategies, sequences of operation, trending,
and alarms.
The Commissioning Agent acts as an advocate
for the VAMC and the facilities operations staff
to assist the Design Team in developing realistic
operating strategies and sequences of
operations that will enable the facilities
operations staff to operate the building systems
to sustain the operational, energy and other
systems parameters throughout the project life
cycle.
Design Review Attend and participate in CD1 Design Review Revised Design Phase
Meeting Meeting. Provide clarifications for identified Commissioning Issue Log.
Commissioning Issues as appropriate. (Incorporate review comments
Incorporate other comments or issues identified into Dr. Checks for Project
at Review Meeting that impact project Tracking – Retain for Design
commissioning into Commissioning Issues Log. Phase Cx Report)
(Note that resolution of some
issues may be deferred to later
design stages.)
Design Phase Update the Commissioning Issues Log by Revised Design Phase
Issue Log recording resolutions to identified Commissioning Issue Log
Resolution Commissioning Issues.

FINAL DESIGN DOCUMENTS

Design Final Review Final Design Submission for resolution Design Phase Commissioning
Design of Outstanding Commissioning Issues Issues Log
Submission (Incorporate review comments
Review into Dr. Checks for Project
Tracking – Retain for Design
Phase Cx Report)
Design Narrative Commissioning Agent to provide a Final Design Revised Design Narrative
Narrative to Include all modifications and/or
deviations from CD1 Design Narrative. The
Design Narrative should be updated to reflect
the evolution of the project design and note all
significant deviations from prior version for ease
of review and reconciliation. Design Narrative
should describe designer’s response to the
project requirements. Where appropriate,
provide documentation of approved deviations
from design standards and reasoning for same.
Commissioning Process Manual Appendix B
Sample Commissioning Agent Scope of Work Page B-18

Commissioning Agent Task/Deliverables Description

Design Phase
Project Phase/ Commissioning Task Description Commissioning Deliverables
Cx Task
Commissioning Update & Submit Project Construction Phase Project Construction Phase
Plan Commissioning Plan Commissioning Plan
Include the updated Commissioning Plan in the
revised Design Narrative
Duration Based on the Project Construction Phase Construction Phase
Schedule for Commissioning Plan, prepare a duration Commissioning Duration
Commissioning schedule for the commissioning activities Schedule – Incorporate into
Activities required by the commissioning plan. This Commissioning Plan
duration schedule should include Construction
Phase Activities. The Duration Schedule
should provide sufficient detail to allow the
Prime Contractor to incorporate commissioning
activities into the Master Project Schedule.
Commissioning Provide updated Final Cx Specifications. Updated Project Commissioning
Specification Specifications shall be submitted in accordance Specifications
with the requirements of PG 18-15.

Design Phase Record resolutions to Cx Issues on the Design Revised Design Phase
Issue Log Phase Commissioning Issues Log. Commissioning Issue Log
Resolution (Incorporate review comments
into Dr Checks for Project
Tracking – Retain for Design
Phase Cx Report)
Design Phase Prepare Design Phase Commissioning Report Design Phase Commissioning
Commissioning to document the Design Phase commissioning Report
Report process and results
Commissioning Process Manual Appendix B
Sample Commissioning Agent Scope of Work Page B-19

Commissioning Team Task/Deliverables Description

Bid and Pre Construction Phase
Project Phase/ Cx Commissioning Task Description Commissioning
Task Deliverables
Pre Bid Meeting Attend Pre Bid Meeting; provide overall Meeting Notes for PM/RE
description of Commissioning Process, provide
clarifications for Commissioning Issues.
Clarifications for Addendum
if required
Pre-Construction Attend Pre Construction Meeting and be None
Meeting prepared to clarify the Commissioning Process
for this project (e.g., discuss commissioning
representative selection).

Commissioning Team Task/Deliverables Description

Construction Phase
Project Phase/ Cx Commissioning Task Description Commissioning
Task Deliverables
Commissioning Kick Off Conduct a “Commissioning Kickoff Meeting” Meeting Minutes
Meeting with the Construction Team
(Construction Phase) Establish the purpose and process for Revised Project
[The kickoff meeting commissioning the project. Commissioning Plan
should occur within 60 Establish the individual roles of each (Include Names/Contact
days of Notice to participating commissioning team member. Information for selected
Proceed.] Review the Construction Phase Commissioning Commissioning Team
Plan and Commissioning Specifications. Members)
Review the Commissioning Documents
Review the Project Schedule and discuss how
commissioning activities will be incorporated
into the master schedule.
Review Draft PFC and FPT; identify pre-
requisites for functional testing.

ATTENDEES:
Commissioning Agent, A/E Design Team
Representatives, Contractor’s Commissioning
Representative, Subcontractor’s Commissioning
Representatives, VA RE.
Commissioning Process Manual Appendix B
Sample Commissioning Agent Scope of Work Page B-20

Commissioning Team Task/Deliverables Description

Construction Phase
Project Phase/ Cx Commissioning Task Description Commissioning
Task Deliverables
Duration Schedule for Based on the Construction Phase Commissioning Duration
Commissioning Commissioning Plan, prepare a duration Schedule
Activities schedule for the commissioning activities (Schedule shall be
required by the commissioning plan. This periodically updated to
duration schedule should be incorporated into reflect changes in the
the contractor’s project schedule to track all project schedule and/or
commissioning activities of the commissioning scope.)
team.
Submittal & Shop Review all pertinent project shop drawings Shop Drawing Cx Review
Drawing Review necessary to support the Commissioning List
Process. Review of the shop drawings is for the
purpose of developing appropriate Pre
Shop Drawing Review
Functional Checklists and Systems Functional
Comments
Performance Test Procedures. Submittals &
Shop drawings shall be reviewed for
commissionability, maintainability and for
compliance to the Construction Documents.
Note any issues identified in the Shop Drawing
Review that might compromise the final
commissioned system on the ‘Commissioning
Review Log’ and submit comment to the Design
Team and the RE contemporaneously with the
A/E review for resolution.
Comments shall be submitted in accordance
with the contractual submittal review time.
Comments shall be provided to the Design
Team no less than 7 days prior to the Submittal
Review Due Date provided that the Cx Agent
has no less than 7 days to review the
submittals.
ANY ISSUES IDENTIFIED IN THE
SUBMITTAL REVIEW THAT MIGHT REQUIRE
A CONTRACT CHANGE BUT IS NECESSARY
TO MEET DESIGN INTENT SHOULD BE
SPECIFICALLY REFERRED TO THE RE.
Construction Phase Based on the work completed in the items Revised Project
Commissioning Plan above, the Construction Phase Commissioning Commissioning Plan
Plan for the project shall be periodically
reviewed with the Commissioning Team and
updated to reflect changes in project equipment,
sequences of operations, scope or schedule
and with project personnel.
Commissioning Process Manual Appendix B
Sample Commissioning Agent Scope of Work Page B-21

Commissioning Team Task/Deliverables Description

Construction Phase
Project Phase/ Cx Commissioning Task Description Commissioning
Task Deliverables
Commissioning During the course of construction, the Site Observation Reports
Construction Commissioning Agent will visit the site to
Observations observe the progress of construction with
Updated Commissioning
respect to the systems being commissioned.
Issues Log
The focus of the observations will to verify that
systems being installed comply with the
Construction Documents and can be
successfully configured, operated and
maintained.

In addition, site observations visits will be

scheduled to include
 Witnessing factory testing and/or
contractor equipment/system start up
activities;
 Verification of Completed Pre
Functional Checklists
 Verification that the Contractor and his
subcontractors are completing and
documenting Pre-Test procedures
required by the specifications.
 Clarification and technical support for
understanding and resolving
Commissioning Issues.
Commissioning Process Manual Appendix B
Sample Commissioning Agent Scope of Work Page B-22

Commissioning Team Task/Deliverables Description

Construction Phase
Project Phase/ Cx Commissioning Task Description Commissioning
Task Deliverables
Commissioning Team The Commissioning Agent will hold regular Commissioning Meeting
Meetings commissioning team meetings to review Agenda and Minutes
progress of the commissioning effort and Updated Commissioning
reinforce individual responsibilities. The team Issues Log
will review schedule, construction sequence,
and completed work (PFC, PFT and FPT’s) and
outstanding issues on the Commissioning
Issues Log.
Commissioning Team Meetings may be held at
the jobsite or by teleconference depending upon
the status of construction. While it is imperative
that many of the Commissioning Team
Meetings be held in person, during early
construction phases, some meetings may be
more cost effectively conducted remotely.
Scheduling and location of meetings shall occur
by consultation between the Commissioning
Agent and the VA-RE.
The Prime Contractor’s scheduler should attend
approximately every other Commissioning
Team Meeting to review the master schedule
and any changes that will affect commissioning
activities.
Develop Final Pre- The Commissioning Agent will prepare Pre- Pre Functional Checklists
Functional Checklists Final Pre Functional Checklists (PFC) for the (PFC’s)
(PFC’s) project and distribute to all Cx Team members
for review and comment. The Commissioning
Agent will incorporate review comments and
prepare Final PFCs.
An executed PFC submitted by the Prime
Contractor indicates the system and its related
equipment is ready for Systems Functional
Performance Testing.
The requirements for Pre Functional Checklists
shall be coordinated with the startup
requirements specified for each commissioned
system. The PFC’s shall be constructed to
leverage the specified contractor and vendor
start activities to avoid unnecessary duplication.
Commissioning Process Manual Appendix B
Sample Commissioning Agent Scope of Work Page B-23

Commissioning Team Task/Deliverables Description

Construction Phase
Project Phase/ Cx Commissioning Task Description Commissioning
Task Deliverables
Final Systems Based on construction documents and Pre-Final and Final
Functional Performance approved submittals, the Commissioning Agent Systems Functional
Test (FPT’s) will prepare Pre-Final Systems Functional Performance Test
Procedures Performance Test Procedures (FPT’s) for Procedures (FPT’s)
systems to be commissioned.
Completed Final FPT’s will be distributed to all
appropriate members of the Commissioning
Team for review and comment.
Final FPT’s will be issued once comments are
reviewed and incorporated into final documents
as appropriate.
Review Operations & The Commissioning Agent shall review Updated Commissioning
Maintenance Manuals Operations and Maintenance Manuals Issues Log
submitted by contractors for general
conformance with specifications and VA’s
requirements, including:
If provided with the manuals, Review Preventive
Maintenance Schedules provided as part of the
O&M Manuals for completeness. Verify that
data is provided in a manner consistent with VA
process for managing Preventive Maintenance
tasks.
Review of O&M Manuals will include a review of
system and component warranties to confirm
conformance with contract requirements and
adequate documentation of warranty contact
information and VA obligations.
Review of O&M Manuals shall be completed in
accordance with the Submittal Review schedule
requirements.
Review Contractor The Commissioning Agent will review all Commissioning Issues Log
Equipment Startup contractor prepared Equipment Startup
Checklists, TAB Checklists, TAB Reports (including “pencil” daily
Reports and PFC’s test results) and PFC’s to confirm that the
systems are have been subject to appropriate
Quality Control and Start Up procedures prior to
initiation of Functional Performance Testing.
Incomplete work, inadequate preparation and
deficiencies will note noted and tracked on the
Commissioning Issues Log.
Commissioning Process Manual Appendix B
Sample Commissioning Agent Scope of Work Page B-24

Commissioning Team Task/Deliverables Description

Construction Phase
Project Phase/ Cx Commissioning Task Description Commissioning
Task Deliverables
TAB Verification The Commissioning Agent shall work with the TAB Agenda Review
TAB Contractor to verify that all Testing and Comments
Balancing work is conducted in strict TAB Agenda Review
accordance with the specified Procedural Meeting Minutes
Standards for Testing, Adjusting and Balancing
Field Observation Reports
by either NEBB or AABC. The Commissioning
of TAB Inspections
Agent shall execute the following tasks:
Summary Report of TAB
 Review the TAB Agenda provided by
Verification Readings
the TAB Contractor to verify that it is
complete, thorough and in compliance
with the specification and Procedural
Standards requirements.
 On the project site, the CxA shall review
the calibration certificates for the
instrumentation being used by the TAB
Contractor during the execution of TAB
activities to confirm that the
instrumentation meets the requirements
of the spec and the appropriate
Procedural Standard.
 The CxA shall periodically visit the
project site and review the TAB
documentation for method, reasonable
values, and compliance with the
specification, Procedural Standard and
TAB Agenda.
 Upon completion of the TAB activities,
the CxA shall visit the project site with
the TAB Contractor and the RE. The
TAB Contractor shall demonstrate
readings selected by the CxA that
demonstrate that the system
performance is consistent with the
submitted values on the TAB report.
Readings shall include Air Handling Unit
total flows, static pressure control
values, select outlet flows, building, and
space pressures selected by the CxA
as critical system operating values.
Commissioning Process Manual Appendix B
Sample Commissioning Agent Scope of Work Page B-25

Commissioning Team Task/Deliverables Description

Acceptance and Testing Phase
Project Phase/ Cx Commissioning Task Description Commissioning
Task Deliverables
Systems Functional The Commissioning Agent will oversee, Executed Functional
Performance Testing facilitate, and document all FPT testing. Performance Tests and
Execution of FPT’s shall be executed in support documentation.
accordance with the Functional Testing
Procedures published by the Commissioning
Long Term Trend Data and
Agent. All systems tested in accordance with
Analysis
the FPT’s shall be operated by the contractors
in accordance with the approved FPT.
Contractors shall retain responsibility for the
installed systems during and after functional
testing until substantial completion or final
acceptance as determined by the VA.
The Commissioning Agent, in collaboration with
the control contractor shall include long term
trends (greater than 7 days) of integrated
system performance once all systems have
been commissioned. The Commissioning
Agent shall provide analysis of these trends to
confirm that the installed systems are stable
and reliable
Prepare Systems The Commissioning Agent shall work with the Project Systems Manual
Manuals design team, contractor and VA to develop
Systems Manuals. Manuals will contain system
design, operations and sequence information
that describes the design intent, operational
features and appropriate operational practices
necessary to sustain the system operation in
accordance with the Design Narrative and the
VA’s overall objectives for the facility.
Systems Manual will include sections for each
major system included in the commissioning
process.
Commissioning Process Manual Appendix B
Sample Commissioning Agent Scope of Work Page B-26

Commissioning Team Task/Deliverables Description

Acceptance and Testing Phase
Project Phase/ Cx Commissioning Task Description Commissioning
Task Deliverables
Training Plan Review The Commissioning Agent shall collaborate with Compiled Training Plan
the Prime Contractor and installing
subcontractors to develop effective contractor
Individual Training Agendas
and manufacturer training plans and agendas
for general conformance with specifications and Training Attendance Sign In
VA’s requirements. Observe training for quality Sheets
of training and for general conformance with the
training plan and agenda.
The CxA shall observe contractor and vendor
training for critical systems. The Contractor
shall provide and the CxA shall maintain all
attendance records and associated agendas
and presentations for all training sessions.
Attendance records shall be written original sign
in sheets for each training session.
Systems Training The Commissioning Agent will conduct training Systems Training
sessions to provide systems-level training for Presentations (electronic)
O&M personnel. Training will include:
● Review of system design, capacity, and
equipment selection
● Review of system operating sequences
● Review of interconnection with other
systems
● Review of Emergency operating
procedures
● Review of the Project Systems Manual
and its Use
● Student Evaluation forms

The number, duration and scope of the Systems

Training sessions shall be determined by the
specific requirements of the project.
The training provided by the CxA does not in
any way relieve the Contractor from any
specified training obligations.
Commissioning Process Manual Appendix B
Sample Commissioning Agent Scope of Work Page B-27

Commissioning Team Task/Deliverables Description

Acceptance and Testing Phase
Project Phase/ Cx Commissioning Task Description Commissioning
Task Deliverables
Final Commissioning The Commissioning Agent shall compile a Final Commissioning
Report comprehensive commissioning report Report
documenting all commissioning activities,
including but not limited to the following:
● Executive Summary
● Commissioning Scope of Work
● Test methods and results
● Outstanding commissioning issues
● Comprehensive Commissioning Issues
Log, including resolved items and a
description of their resolution,
● Commissioning plan,
● Field Observation Reports, Status
reports and other field activity
documentation,
● Submittal and O&M manual reviews
● Training record
● Completed Pre Functional Checklists
● Completed Functional Performance
Test protocols and support
documentation
● Other support documentation
developed as part of the execution of
the project Construction Phase
Commissioning Process
Commissioning Process Manual Appendix B
Sample Commissioning Agent Scope of Work Page B-28

Commissioning Team Task/Deliverables Description

Warranty Phase
Project Phase/ Cx Commissioning Task Description Commissioning
Task Deliverables
Deferred and/or The Commissioning Agent shall witness and Executed Functional
Seasonal Testing document Systems Functional Performance Performance Test and
Testing that was deferred to allow systems to be Support Documents
tested in appropriate seasonal conditions.
Testing will be conducted in accordance with
Commissioning Issues Log
Systems Functional Performance Test
Procedures. Testing support will be required
from the installing contractors, EMCS Vendor
and VA. Requirement for seasonal testing will
be incorporated into the project specifications.
As part of the Seasonal Testing Effort, the
Commissioning Agent shall review systems
operations with the onsite operations team and
reinforce training and best operating practices of
the operations team.
Warranty Period Site The Commissioning Agent shall make quarterly Warranty Site Visit Reports
Visits visits to the project site to reinforce training,
evaluate performance of the installed systems
and provide technical support to the operating
team to sustain commissioned performance of
the systems.
Commissioning Process Manual Appendix B
Sample Commissioning Agent Scope of Work Page B-29

Commissioning Team Task/Deliverables Description

Warranty Phase
Project Phase/ Cx Commissioning Task Description Commissioning
Task Deliverables
Post-Occupancy Return to the project approximately 10 months Post Occupancy Field Visit
Inspection after substantial completion to review the Report
building operation with the facility occupants
and O&M staff, and to discuss outstanding
Commissioning Issues Log
issues related to commissioning. Provide
suggestions for improvements to systems
operation including, Warranty Issues Report
● Measurement & Verification Issues, Systems Energy Review
● Re-Commissioning Tasks, and Report
● Improvements in Preventive
Maintenance or Operational Strategies
Assist facility staff in developing warranty
issues, documents and requests for service to
remedy outstanding problems.
As part of the Post Occupancy Inspection, the
Commissioning Agent shall analyze the energy
consumption records from the project site (both
utility and system generated reports) and
provide the team with an analysis of actual
system energy performance versus predicted
performance. To the extent possible,
deficiencies in performance shall be analyzed to
provide an understanding of the systems,
components or operating strategies that may be
operating outside predicted parameters.

Final Commissioning Amend Final Commissioning Report to Final Report Amendment

Report Amendment document the Warranty Phase commissioning
activities.
 Commissioning Process Manual Appendix B
Sample Commissioning Agent Scope of Work Page B-30

Commissioning Team Roles and Responsibilities

Design Phase
Project Commissioning Team Member Responsibilities
Phase/Cx
Phase Task Commissioning
VA PM VA-CFM VAMC A/E Team
(ref Table above Agent
for description)
Pre- Commissioning Facilitate the Kick Off Identify Cx Team Identify Cx Team Identify Cx Team Prepare and
Design Kick Off Meeting Meeting Members Members Members disseminate Agenda
Participate in Kick Off Participate in Kick Off Participate in Kick Off Discuss Design Lead Kick Off Meeting
Meeting Meeting Meeting Schedule and Critical Produce Meeting
Provide VA Schedule Milestones Minutes and
Requirements and Review Meeting Review Meeting Participate in Kick Off Incorporate Comments
Milestones Minutes & Comment Minutes & Comment Meeting Prepare Draft
Commissioning Plan
Review Meeting Review Meeting
Minutes & Comment Minutes & Comment
 Commissioning Process Manual Appendix B
Sample Commissioning Agent Scope of Work Page B-31

Commissioning Team Roles and Responsibilities

Design Phase
Project Commissioning Team Member Responsibilities
Phase Phase/Cx
Commissioning
Task VA PM VA-CFM VAMC A/E Team
Agent
(ref Table above
SD-1 Design Facilitate delivery of Review Commissioning Review Commissioning Deliver Documents to Perform commissioning
Submission Design Submission Agent Issues Log & Agent Issues Log & Commissioning Agent review and comment on
Review Documents to Provide Feedback as Provide Feedback as for review. SD1 Design Review
Commissioning Agent appropriate appropriate submission.
Review Dr. Checks Record review
Review Commissioning comments. comments on
Agent Issues Log & Commissioning Issues
provide feedback as Log.
Review Commissioning
appropriate Incorporate review
Agent Issues Log
comments into Dr.
Checks.
Facilitate resolution of
Provide Written .
comments by A/E Team
Responses to Issues

Record resolution for

each issues based on
A/E Response; record
in Commissioning
Issues Log and on Dr.
Check.
 Commissioning Process Manual Appendix B
Sample Commissioning Agent Scope of Work Page B-32

Commissioning Team Roles and Responsibilities

Design Phase
Project Commissioning Team Member Responsibilities
Phase Phase/Cx
Commissioning
Task VA PM VA-CFM VAMC A/E Team
Agent
(ref Table above
SD-1 Design Narrative Review Design Review Design Review Design Develop Design Review Design
Narrative & Comment Narrative & Comment Narrative & Comment Narrative to Include Narrative for
OPR and Basis of compliance with VA
Design response to Standards and other
OPR. stated VA Objectives for
project.
Provide support for
developing measurable
performance criteria for
installed systems.

SD-1 Commissioning Distribute Design Review Cx Plan & Review Cx Plan & Review Cx Plan & Develop & Submit
Plan Phase Cx Plan Comment Comment Comment Project Design Phase
Review Cx Plan & Commissioning Plan
Comment

SD-1 Duration Distribute schedule Review and comment Review and comment Review schedule and Prepare Duration
Schedule for Review and comment incorporate into project Schedule for Design
Commissioning design schedule Phase Commissioning
Activities Activities
 Commissioning Process Manual Appendix B
Sample Commissioning Agent Scope of Work Page B-33

Commissioning Team Roles and Responsibilities

Design Phase
Project Commissioning Team Member Responsibilities
Phase Phase/Cx
Commissioning
Task VA PM VA-CFM VAMC A/E Team
Agent
(ref Table above
SD-1 Design Review Facilitate Design Attend Design Review Attend Design Review Attend Design Review Attend Design Review
Meeting Review Meeting. Meeting as req’d by Meeting Meeting. Meeting. Provide
other VA requirements. Provide responses to clarification and
and clarifications of facilitate resolution to
Facilitate Resolution of
identified Commissioning Issues
Cx Issues
Commissioning Issues. Identified

SD-2 Design Facilitate delivery of Review Commissioning Review Commissioning Deliver Documents to Review and comment
Submission Design Submission Agent Issues Log & Agent Issues Log & Commissioning Agent on SD2 Design Review
Review Documents to Provide Feedback as Provide Feedback as for review. Log.
Commissioning Agent appropriate appropriate
Review Commissioning Provide clarifications as
Review Commissioning Agent Issues Log required.
Agent Issues Log &
Provide Feedback as
Provide Written Record resolution for
appropriate
Responses to Issues each issues based on
A/E Response
Facilitate Resolution of
Comments by A/E
Team
 Commissioning Process Manual Appendix B
Sample Commissioning Agent Scope of Work Page B-34

Commissioning Team Roles and Responsibilities

Design Phase
Project Commissioning Team Member Responsibilities
Phase Phase/Cx
Commissioning
Task VA PM VA-CFM VAMC A/E Team
Agent
(ref Table above
SD-2 Design Narrative Review Design Review Design Review Design Update Design Review Design
Narrative & Comment Narrative & Provide Narrative & Provide Narrative to Include Narrative for
Feedback as Feedback as OPR and Basis of compliance with VA
appropriate appropriate Design response to Standards and other
OPR. stated VA Objectives for
project.
Provide support for
developing measurable
performance criteria for
installed systems.
SD-2 Commissioning Distribute Updated Review Cx Plan & Review Cx Plan & Review Cx Plan & Update & Submit
Plan Design Phase Cx Plan Comment Comment Comment Project Commissioning
Review Cx Plan & Plan
Comment
SD-2 Duration Distribute schedule Review and comment Review and comment Review schedule and Update Duration
Schedule for Review and comment incorporate into project Schedule for Design
Commissioning design schedule Phase Commissioning
Activities Activities
SDS-2 Commissioning
Specifications
SD-2 Design Review Facilitate Design Attend Design Review Attend Design Review Attend Design Review Attend Design Review
Meeting Review Meeting. Meeting as required by Meeting as required by Meeting. Meeting. Provide
other VA requirements. other VA requirements. Provide responses to clarification and
Participate in Issue Participate in Issue and clarifications of facilitate resolution to
Facilitate Resolution of
Resolution as Resolution as identified Commissioning Issues
Cx Issues.
appropriate. appropriate. Commissioning Issues. Identified
 Commissioning Process Manual Appendix B
Sample Commissioning Agent Scope of Work Page B-35

Commissioning Team Roles and Responsibilities

Design Phase
Project Commissioning Team Member Responsibilities
Phase Phase/Cx
Commissioning
Task VA PM VA-CFM VAMC A/E Team
Agent
(ref Table above
SD-2 Design Phase Review & Comment on Review & Comment on Review & Comment on Review & Comment on Record resolutions to
Issue Log Revised Design Phase Revised Design Phase Revised Design Phase Revised Design Phase Cx Issues on the
Resolution Commissioning Issues Commissioning Issues Commissioning Issues Commissioning Issues Design Phase
Log Log Log Log Commissioning Issues
Log.

DD-1 Design Facilitate delivery of Review Commissioning Review Commissioning Deliver Documents to Review and comment
Submission Design Submission Agent Issues Log & Agent Issues Log & Commissioning Agent on DD1 Design Review
Review Documents to Provide Feedback as Provide Feedback as for review. Log.
Commissioning Agent appropriate appropriate
Review Commissioning Provide clarifications as
Review Commissioning Agent Issues Log required.
Agent Issues Log &
Provide Feedback as
Provide Written Record resolution for
appropriate
Responses to Issues each issues based on
A/E Response
Facilitate Resolution of
Comments by A/E
Team
 Commissioning Process Manual Appendix B
Sample Commissioning Agent Scope of Work Page B-36

Commissioning Team Roles and Responsibilities

Design Phase
Project Commissioning Team Member Responsibilities
Phase Phase/Cx
Commissioning
Task VA PM VA-CFM VAMC A/E Team
Agent
(ref Table above
DD-1 Design Narrative Review Design Review Design Review Design Update Design Review Design
Narrative & Comment Narrative & Provide Narrative & Provide Narrative to Include Narrative for
Feedback as Feedback as OPR and Basis of compliance with VA
appropriate appropriate Design response to Standards and other
OPR. stated VA Objectives for
project.
Provide support for
developing measurable
performance criteria for
installed systems.
DD-1 Design Phase Facilitate and schedule Attend and participate Attend and participate Chair meeting Attend and participate
Controls Meeting meeting. in meeting in meeting Attend and participate in meeting
Participate in meeting in meeting

DD-1 Commissioning Distribute Updated Review Cx Plan & Review Cx Plan & Review Cx Plan & Update & Project
Plan Design Phase Cx Plan Comment Comment Comment Commissioning Plan
Review Cx Plan &
Comment
DD-1 Duration Distribute schedule Review and comment Review and comment Review schedule and Update Duration
Schedule for Review and comment incorporate into project Schedule for Design
Commissioning design schedule Phase Commissioning
Activities Activities
Prepare draft duration
schedule for
Construction Phase
Commissioning
Activities
 Commissioning Process Manual Appendix B
Sample Commissioning Agent Scope of Work Page B-37

Commissioning Team Roles and Responsibilities

Design Phase
Project Commissioning Team Member Responsibilities
Phase Phase/Cx
Commissioning
Task VA PM VA-CFM VAMC A/E Team
Agent
(ref Table above
DD-1 Commissioning Review Cx Draft Specs Review Cx Draft Specs Review Cx Draft Specs Incorporate Draft Cx Develop Draft Cx
Specification & Comment & Comment & Comment Specifications into Specifications & Cx
Project Specification Coordination Matrix.
Submittal. Deliver to A/E Team for
incorporation into
Specification Submittal.
Review Cx Draft Specs
& Comment
DD-1 Design Review Facilitate Design Attend Design Review Attend Design Review Attend Design Review Attend Design Review
Meeting Review Meeting. Meeting as required by Meeting as required by Meeting. Meeting. Provide
other VA requirements. other VA requirements. Provide responses to clarification and
Participate in Issue Participate in Issue and clarifications of facilitate resolution to
Facilitate Resolution of
Resolution as Resolution as identified Commissioning Issues
Cx Issues.
appropriate. appropriate. Commissioning Issues. Identified

DD-1 Design Phase Review & Comment on Review & Comment on Review & Comment on Review & Comment on Record resolutions to
Issue Log Revised Design Phase Revised Design Phase Revised Design Phase Revised Design Phase Cx Issues on the
Resolution Commissioning Issues Commissioning Issues Commissioning Issues Commissioning Issues Design Phase
Log Log Log Log Commissioning Issues
Log.
 Commissioning Process Manual Appendix B
Sample Commissioning Agent Scope of Work Page B-38

Commissioning Team Roles and Responsibilities

Design Phase
Project Commissioning Team Member Responsibilities
Phase Phase/Cx
Commissioning
Task VA PM VA-CFM VAMC A/E Team
Agent
(ref Table above
DD-2 Design Facilitate delivery of Review Commissioning Review Commissioning Deliver Documents to Review and comment
Submission Design Submission Agent Issues Log & Agent Issues Log & Commissioning Agent on DD2 Design Review
Review Documents to Provide Feedback as Provide Feedback as for review. Log.
Commissioning Agent appropriate appropriate
Review Commissioning Provide clarifications as
Review Commissioning Agent Issues Log required.
Agent Issues Log &
Provide Feedback as
Provide Written Record resolution for
appropriate
Responses to Issues each issues based on
A/E Response
Facilitate Resolution of
Comments by A/E
Team
 Commissioning Process Manual Appendix B
Sample Commissioning Agent Scope of Work Page B-39

Commissioning Team Roles and Responsibilities

Design Phase
Project Commissioning Team Member Responsibilities
Phase Phase/Cx
Commissioning
Task VA PM VA-CFM VAMC A/E Team
Agent
(ref Table above
DD-2 Design Narrative Review Design Review Design Review Design Review Updated Commissioning Agent
Narrative & Comment Narrative & Provide Narrative & Provide Design Narrative to to update, review and
Feedback as Feedback as Include OPR and Basis reconcile the Project
appropriate appropriate of Design response to Design Narrative. The
OPR. Design Narrative should
reflect the evolution of
the project design and
note all significant
deviations from prior
version for ease of
review and
reconciliation.
Design Narrative should
describe designer’s
response to the project
requirements.
Where appropriate,
provide documentation
of approval of
deviations from VA
Design Criteria and
reasoning for same.
Provide support for
developing measurable
performance criteria for
installed systems.
 Commissioning Process Manual Appendix B
Sample Commissioning Agent Scope of Work Page B-40

Commissioning Team Roles and Responsibilities

Design Phase
Project Commissioning Team Member Responsibilities
Phase Phase/Cx
Commissioning
Task VA PM VA-CFM VAMC A/E Team
Agent
(ref Table above
DD-2 Preliminary Pre- Distribute to Cx Team. None Review and Comment Review and Comment Prepare Preliminary
Functional PFC and FPT.
Checklists and
Review and comment
Preliminary
Incorporate review
System
comments into the Draft
Functional
PFCs and FPTs as
Performance
appropriate.
Test Procedures
DD-2 Design Phase Facilitate and schedule Attend and participate Attend and participate Chair meeting Attend and participate
Controls Meeting meeting. in meeting in meeting Attend and participated in meeting
Participate in meeting in meeting

DD-2 Commissioning Distribute Updated Review Cx Plan & Review Cx Plan & Review Cx Plan & Update & Submit
Plan Design Phase Cx Plan Comment Comment Comment Project Commissioning
Review Cx Plan & Plan
Comment
DD-2 Commissioning Review Cx Preliminary Review Cx Draft Review Cx Draft Incorporate Preliminary Develop Preliminary Cx
Specification Specs & Comment Preliminary & Comment Preliminary & Comment Cx Specifications into Specifications & Cx
Project Specification Coordination Matrix.
Submittal. Deliver to A/E Team for
incorporation into
Specification Submittal.
Review Cx Draft Specs
& Comment
 Commissioning Process Manual Appendix B
Sample Commissioning Agent Scope of Work Page B-41

Commissioning Team Roles and Responsibilities

Design Phase
Project Commissioning Team Member Responsibilities
Phase Phase/Cx
Commissioning
Task VA PM VA-CFM VAMC A/E Team
Agent
(ref Table above
DD-2 Duration Distribute schedule Review and comment Review and comment Review schedule and Update Duration
Schedule for Review and comment incorporate into project Schedule for Design
Commissioning design schedule Phase Commissioning
Activities Activities
Update draft duration
schedule for
Construction Phase
Commissioning
Activities
DD-2 Design Review Facilitate Design Attend Design Review Attend Design Review Attend Design Review Attend Design Review
Meeting Review Meeting. Meeting as required by Meeting as required by Meeting. Meeting. Provide
other VA requirements. other VA requirements. Provide responses to clarification and
Participate in Issue Participate in Issue and clarifications of facilitate resolution to
Facilitate Resolution of
Resolution as Resolution as identified Commissioning Issues
Cx Issues.
appropriate. appropriate. Commissioning Issues. Identified

DD-2 Design Phase Review & Comment on Review & Comment on Review & Comment on Review & Comment on Record resolutions to
Issue Log Revised Design Phase Revised Design Phase Revised Design Phase Revised Design Phase Cx Issues on the
Resolution Commissioning Issues Commissioning Issues Commissioning Issues Commissioning Issues Design Phase
Log Log Log Log Commissioning Issues
Log.
 Commissioning Process Manual Appendix B
Sample Commissioning Agent Scope of Work Page B-42

Commissioning Team Roles and Responsibilities

Design Phase
Project Commissioning Team Member Responsibilities
Phase Phase/Cx
Commissioning
Task VA PM VA-CFM VAMC A/E Team
Agent
(ref Table above
CD-1 Design Facilitate delivery of Review Commissioning Review Commissioning Deliver Documents to Review and comment
Submission Design Submission Agent Issues Log & Agent Issues Log & Commissioning Agent on CD1 Design Review
Review Documents to Provide Feedback as Provide Feedback as for review. Log.
Commissioning Agent appropriate appropriate
Review Commissioning Provide clarifications as
Review Commissioning Agent Issues Log required.
Agent Issues Log &
Provide Feedback as
Provide Written Record resolution for
appropriate
Responses to Issues each issues based on
A/E Response
Facilitate Resolution of
Comments by A/E
Team
 Commissioning Process Manual Appendix B
Sample Commissioning Agent Scope of Work Page B-43

Commissioning Team Roles and Responsibilities

Design Phase
Project Commissioning Team Member Responsibilities
Phase Phase/Cx
Commissioning
Task VA PM VA-CFM VAMC A/E Team
Agent
(ref Table above
CD-1 Design Narrative Review Design Review Design Review Design Review Design Commissioning Agent
Narrative & Comment Narrative & Provide Narrative & Provide Narrative for to update, review and
Feedback as Feedback as conformance with reconcile the Project
appropriate appropriate current project status. Design Narrative. The
Verify recorded Design Narrative should
decisions are consistent reflect the evolution of
with Design Team the project design and
intent and contracts note all significant
with the VA. deviations from prior
version for ease of
review and
reconciliation.
Design Narrative should
describe designer’s
response to the project
requirements.
Where appropriate,
provide documentation
of approval of
deviations from VA
Design Criteria and
reasoning for same.
 Commissioning Process Manual Appendix B
Sample Commissioning Agent Scope of Work Page B-44

Commissioning Team Roles and Responsibilities

Design Phase
Project Commissioning Team Member Responsibilities
Phase Phase/Cx
Commissioning
Task VA PM VA-CFM VAMC A/E Team
Agent
(ref Table above
CD-1 Draft Pre- Distribute to team None Review and Comment Review and comment Starting from the
Functional Review and comment Preliminary PFCs and
Checklists and FPTs and review
Functional comments, develop
Performance Draft PFCx and FPTs.
Test procedures Incorporate into the
Construction Phase
Commissioning Plan
and Commissioning
Specifications.
CD-1 Design Phase Facilitate and schedule Attend and participate Attend and participate Chair meeting Attend and participate
Controls Meeting meeting. in meeting in meeting Attend and participated in meeting
Participate in meeting in meeting

CD-1 Commissioning Distribute Updated Review Cx Plan & Review Cx Plan & Review Cx Plan & Update & Submit
Plan Design Phase Cx Plan Comment Comment Comment Project Commissioning
Review Cx Plan & Plan
Comment
CD-1 Duration Distribute schedule Review and comment Review and comment Review schedule and Update Duration
Schedule for Review and comment incorporate into project Schedule for Design
Commissioning design schedule Phase Commissioning
Activities Activities
Update draft duration
schedule for
Construction Phase
Commissioning
Activities
 Commissioning Process Manual Appendix B
Sample Commissioning Agent Scope of Work Page B-45

Commissioning Team Roles and Responsibilities

Design Phase
Project Commissioning Team Member Responsibilities
Phase Phase/Cx
Commissioning
Task VA PM VA-CFM VAMC A/E Team
Agent
(ref Table above
CD-1 Commissioning Review Cx Final Specs Review Cx Final Specs Review Cx Final Specs Incorporate Final Cx Develop Final Cx
Specification & Comment & Comment & Comment Specifications into Specifications & Cx
Project Specification Coordination Matrix.
Submittal. Deliver to A/E Team for
incorporation into
Specification Submittal.
Review Cx Final Specs
& Comment
CD-1 Design Review Facilitate Design Attend Design Review Attend Design Review Attend Design Review Attend Design Review
Meeting Review Meeting. Meeting as required by Meeting as required by Meeting. Meeting. Provide
other VA requirements. other VA requirements. Provide responses to clarification and
Participate in Issue Participate in Issue and clarifications of facilitate resolution to
Facilitate Resolution of
Resolution as Resolution as identified Commissioning Issues
Cx Issues.
appropriate. appropriate. Commissioning Issues. Identified

CD-1 Design Phase Review & Comment on Review & Comment on Review & Comment on Review & Comment on Record resolutions to
Issue Log Revised Design Phase Revised Design Phase Revised Design Phase Revised Design Phase Cx Issues on the
Resolution Commissioning Issues Commissioning Issues Commissioning Issues Commissioning Issues Design Phase
Log Log Log Log Commissioning Issues
Log.
 Commissioning Process Manual Appendix B
Sample Commissioning Agent Scope of Work Page B-46

Commissioning Team Roles and Responsibilities

Design Phase
Project Commissioning Team Member Responsibilities
Phase Phase/Cx
Commissioning
Task VA PM VA-CFM VAMC A/E Team
Agent
(ref Table above
Final Design Final Facilitate delivery of None None Deliver Documents to Review Final Design
Design Design Submission Commissioning Agent Submission for
Submission Documents to for review. resolution of
Review Commissioning Agent Outstanding
Commissioning Issues
Review Commissioning
Facilitate Resolution of Agent Issues Log
Comments by A/E
Team
Provide Written
Responses to all
Outstanding Issues
 Commissioning Process Manual Appendix B
Sample Commissioning Agent Scope of Work Page B-47

Commissioning Team Roles and Responsibilities

Design Phase
Project Commissioning Team Member Responsibilities
Phase Phase/Cx
Commissioning
Task VA PM VA-CFM VAMC A/E Team
Agent
(ref Table above
Final Design Narrative Review & Approve Final None None Review Design Commissioning Agent
Design Narrative Narrative for to provide Final Project
conformance with Design Narrative. The
current project status. Design Narrative should
Verify recorded reflect the evolution of
decisions are consistent the project design and
with Design Team note all significant
intent and contracts deviations from prior
with the VA. version for ease of
review and
reconciliation.
Design Narrative should
describe designer’s
response to the project
requirements.
Where appropriate,
provide documentation
of approval of
deviations from VA
Design Criteria and
reasoning for same.
Final Commissioning Distribute Updated Review Cx Plan & Review Cx Plan & Review Cx Plan & Update & Submit
Plan Design Phase Cx Plan Comment Comment Comment Project Commissioning
Review Cx Plan & Plan
Comment
 Commissioning Process Manual Appendix B
Sample Commissioning Agent Scope of Work Page B-48

Commissioning Team Roles and Responsibilities

Design Phase
Project Commissioning Team Member Responsibilities
Phase Phase/Cx
Commissioning
Task VA PM VA-CFM VAMC A/E Team
Agent
(ref Table above
Final Draft Pre- Distribute None Review and back-check Review and back-check Incorporate back-check
Functional Review and back-check comments into the Draft
Checklists and PFCs and FPTs;
Functional incorporate into the
Performance Commissioning Plan
Test procedures and Final
Commissioning
Specifications.
Final Duration Distribute schedule Review and comment Review and comment Review schedule and Update Duration
Schedule for Review and comment incorporate into project Schedule for Design
Commissioning design schedule Phase Commissioning
Activities Activities
Update draft duration
schedule for
Construction Phase
Commissioning
Activities
Final Commissioning Review Cx Updated Review Cx Updated Review Cx Updated Incorporate Updated Cx Provide updated Final
Specification Specs & Approve Specs & Comment Specs & Comment Specifications into Cx Specifications & Cx
Project Specification Coordination Matrix.
Submittal. Deliver to A/E Team for
incorporation into
Specification Submittal.

Final Design Phase Review & Comment on None N one None Record resolutions to
Issue Log Revised Design Phase Cx Issues on the
Resolution Commissioning Issues Design Phase
Log Commissioning Issues
Log.
 Commissioning Process Manual Appendix B
Sample Commissioning Agent Scope of Work Page B-49

Commissioning Team Roles and Responsibilities

Design Phase
Project Commissioning Team Member Responsibilities
Phase Phase/Cx
Commissioning
Task VA PM VA-CFM VAMC A/E Team
Agent
(ref Table above
Final Design Phase Review, comment and Review and Comment Review and Comment Review and Comment Prepare and submit
Commissioning approve Design Phase
Report Commissioning Report.

Commissioning Team Roles and Responsibilities

Bid and Pre-Construction Phase
Project Commissioning Team Member Responsibilities
Phase/Cx
Phase Task Commissioning
VA PM/VA-RE VA-CFM VAMC A/E Team
(ref Table above Agent
for description)
Pre- Pre Bid Meeting Organize, schedule and None Attend meeting, Attend meeting, Attend meeting,
Bid conduct meeting respond to questions respond to questions respond to questions
Pre- Pre-Construction Organize, schedule and None Attend meeting, Attend meeting, Attend meeting,
Const. Meeting conduct meeting respond to questions respond to questions respond to questions
Commissioning Process Manual Appendix B
Sample Commissioning Agent Scope of Work Page B-50

Commissioning Team Roles and Responsibilities

Construction Phase
Commissioning Team Member Responsibilities
Project Phase/
Cx Task Commissioning
VA RE VAMC A/E Team Contractor
Agent
Commissioning Facilitate the Kick Off Prepare and disseminate Identify Cx Team Identify Cx Team Identify Cx Team
Kick Off Meeting Meeting Agenda Members Members Members (including SC,
Lead Kick Off Meeting TAB, DDCC, SpC)
Provide VA Schedule Produce Meeting Review Meeting Minutes Review Meeting Minutes
Requirements and Minutes and Incorporate & Comment & Comment Review Meeting Minutes
Milestones Comments & Comment

Review Meeting Minutes

& Comment

Duration Review Commissioning Refine Commissioning Review Commissioning Review Commissioning Review Commissioning
Schedule for Agent Duration Schedule Duration Schedule Agent Duration Schedule Agent Duration Schedule Agent Duration Schedule
Commissioning and Comment as provided with the and Comment as and Comment as and Comment as
Activities Appropriate specification to include Appropriate Appropriate Appropriate
Commissioning
Activities, Estimated
Schedule VAMC Incorporate
Duration for each Activity
Personnel to support Commissioning Activities
and Conditions Required
Commissioning Process into Project CPM
for Activity Execution
as appropriate Schedule.

Confirm with
Commissioning Agent
Commissioning Process Manual Appendix B
Sample Commissioning Agent Scope of Work Page B-51

Commissioning Team Roles and Responsibilities

Construction Phase
Commissioning Team Member Responsibilities
Project Phase/
Cx Task Commissioning
VA RE VAMC A/E Team Contractor
Agent
Submittal & Shop Facilitate Delivery of Provide a list of None Review Commissioning Deliver appropriate Shop
Drawing Review Shop Drawings to Required Shop Drawings Agent Comments Drawings to
Commissioning Agent to CM/GC Commissioning Agent
when provided to A/E
Incorporate into A/E
Team.
Review and approve Review required Shop Comments as
submittals and shop Drawings in parallel with Appropriate Submittal deliverable
drawings after review by A/E Team. must be in contract
Communicate with
A/E and Commissioning Commissioning Agent -Agent address /Section
Agent where Cx comments are 01340
Deliver Comments to
A/E Team as part of deemed inappropriate. -in specs?
Submittal Review
Process
Review RFI’S Distribute to CxA Review documents to None In addition to other In addition to other
ASI’S and other identify impacts on contract responsibilities, contract responsibilities,
Contract Commissioning Process. review and respond to review and respond to
Documents Review to identify any CxA comments. CxA comments.
conflicts with the project
OPR.
Project Distribute Design Phase Update Project Review Cx Plan & Review Cx Plan & Review Cx Plan &
Commissioning Cx Plan Commissioning Plan to Comment Comment Comment
Plan include specific
individuals and team
Review Cx Plan & Support Construction
members.
Comment/Approve Team adherence to Cx
Plan
Update as required for
changes in project
schedule or work scope
as appropriate.
Commissioning Process Manual Appendix B
Sample Commissioning Agent Scope of Work Page B-52

Commissioning Team Roles and Responsibilities

Construction Phase
Commissioning Team Member Responsibilities
Project Phase/
Cx Task Commissioning
VA RE VAMC A/E Team Contractor
Agent
Site Observations Review Site Visit Visit the Project Site on Review Site Visit Report Review Site Visit Report Forward Site Visit Report
Reports and a regular scheduled & Comment as & Comment as to all Subcontractors,
Commissioning Issues basis as agreed upon Appropriate Appropriate Commissioning
Logs and Comment as with the VA RE. Representatives and
appropriate. other appropriate
Assist the
Forward Site Visits construction team
Submit Site Visit Report Commissioning Agent in
Report to Contractor and personnel.
to RE. resolving all Design
A/E related Commissioning
Issues. Review Site Visit Report
Update and deliver
Facilitate resolution of & Comment as
Commissioning Issues
Commissioning Issues Appropriate
Log
Log Items as
expeditiously as Assist the
possible. Commissioning Agent in
resolving all
commissioning Issues.
Commissioning Review Meeting Minutes Prepare and disseminate VAMC Cx Team A/E Cx Team Members Cx Team Members
Team Meetings & Comment Agenda for regular Members Attend Attend (including SC, TAB,
periodic Cx Team DDC, SpC) Attend
Meetings
Review Meeting Minutes Review Meeting Minutes
Lead Cx Team Meetings & Comment & Comment Review Meeting Minutes
Produce Meeting & Comment
Minutes and Incorporate
Comments
Commissioning Process Manual Appendix B
Sample Commissioning Agent Scope of Work Page B-53

Commissioning Team Roles and Responsibilities

Construction Phase
Commissioning Team Member Responsibilities
Project Phase/
Cx Task Commissioning
VA RE VAMC A/E Team Contractor
Agent
Develop Pre Review & Comment as Develop Pre Functional Review & Comment as Review & Comment as Review & Comment – All
Functional appropriate Checklists. (PFC’s) appropriate appropriate Cx Team Members.
Checklists Provide to Contractor for
(PFC’s) comment. Incorporate PFC
Disseminate final PFC’s requirements into start
for use by Construction up schedules and
Team. processes.
Develop Review & Comment as Develop Functional Review & Comment as Review & Comment as Review & Comment – All
Functional appropriate Performance Tests appropriate appropriate Cx Team Members.
Performance Test (FPT’s).
(FPT’s) Provide to Contractor Incorporate FPT
Procedures team for comment. requirements into project
Disseminate final FPT’s and personnel
for use by Construction schedules.
Team.
Commissioning Process Manual Appendix B
Sample Commissioning Agent Scope of Work Page B-54

Commissioning Team Roles and Responsibilities

Construction Phase
Commissioning Team Member Responsibilities
Project Phase/
Cx Task Commissioning
VA RE VAMC A/E Team Contractor
Agent
Review Review & Comment as Review & Comment on Review & Comment as Review & Comment as Provide Factory and
Contractor appropriate result s of Start Up appropriate appropriate Contractor Start Up
Equipment testing, TAB results and documentation in
Startup PFC documentation. accordance with
Checklists, TAB Specifications and PFC’s
Reports and to VA PM/RE,
Field Verify a sampling
PFC’s Commissioning Agent
of PFC’s to confirm
and A/E Team for review
compliance with PFC
& comment.
requirements. Evaluate
readiness for Functional
Performance Testing Correct any deficiencies
or deviations noted on
the Commissioning
Issues Log and report
corrective action.
Review Review & Comment on Review & Comment on Review & Comment on Review & Comment on Complete & Submit
Operations & Operations and Operations and Operations and Operations and Operations and
Maintenance Maintenance Manuals. Maintenance Manuals. Maintenance Manuals. Maintenance Manuals. Maintenance Manuals
Manuals prior to equipment start
up and execution of Pre
Incorporate into Systems
Functional Checklists.
Training as appropriate.

Correct issues identified

with O&M Manuals
identified on the
Commissioning Issues
Log.
Commissioning Process Manual Appendix B
Sample Commissioning Agent Scope of Work Page B-55

Commissioning Team Roles and Responsibilities

Acceptance and Testing Phase
Commissioning Team Member Responsibilities
Project Phase/
Cx Task Commissioning
VA RE VAMC A/E Team Contractor
Agent
Systems Facilitate execution of In collaboration with the Participate with the Review & Comment on Provide Qualified
Functional the Functional Contractor Commissioning Agent as the Commissioning Technicians and
Performance Performance Testing as Commissioning Team, agreed upon to support Issues Log as Professionals to operate
Testing required. direct the execution of the commissioning appropriate. the installed systems
the Functional process and facilitate and components as
Performance Testing. training of the required by the
Review Commissioning
Operations Team. Functional Performance
Agent Issues Log &
Testing and any
Provide Feedback as Identify issues and
Review & Comment on retesting required by the
appropriate deficiencies in system
Commissioning Issues Commissioning Agent.
operation and
performance on the Log as appropriate. Provide documentation
Facilitate Resolution of of test results from
Commissioning Issues
Commissioning Issues installed systems as
Log.
Log and reporting required by the FPT’s.
requirements between
Correct issues and
the Commissioning Retest systems as
deficiencies identified on
Agent and the appropriate to
the Commissioning
Construction team. demonstrate compliance
Issues Log and report
with the Contract
methods and results of
Documents and the
corrective actions to the
Commissioning Plan.
Commissioning Agent.
Commissioning Process Manual Appendix B
Sample Commissioning Agent Scope of Work Page B-56

Commissioning Team Roles and Responsibilities

Acceptance and Testing Phase
Commissioning Team Member Responsibilities
Project Phase/
Cx Task Commissioning
VA RE VAMC A/E Team Contractor
Agent
Prepare Systems Review Systems Manual Utilizing the accumulated Review Systems Manual Provide systems Provide data, including
Manuals & Approve information and data, & Comment diagrams and other record drawings and
prepare a Systems appropriate data to the submittal data for all
Manual for the Commissioning Agent in commissioned systems.
Operations Team. electronic format for
development of Systems
Correct any deficiencies
Manual.
Review submitted data and issues identified with
and note any issues or the submitted data.
deficiencies on the Review Systems Manual
Commissioning Issues & Comment
Review Systems Manual
Log.
& Comment

Deliver Systems Manual

to the Cx Team for
Review and Comment.
Commissioning Process Manual Appendix B
Sample Commissioning Agent Scope of Work Page B-57

Commissioning Team Roles and Responsibilities

Acceptance and Testing Phase
Commissioning Team Member Responsibilities
Project Phase/
Cx Task Commissioning
VA RE VAMC A/E Team Contractor
Agent
Training Plan Facilitate Development Facilitate development of Review Training Plan & Review Training Plan & Develop training
Review of Training Agendas and Training Agendas. Comment Comment agendas in accordance
Training Schedules. with Project
Specifications and
Collaborate with Schedule Appropriate
submit to Commissioning
Review Training Plan & CM/GC/SC and VAMC Operations Personnel in
Agent for review.
Comment teams to schedule accordance with the
training activities. training schedule.
Coordinate training
schedule with
Review and Approve all
Commissioning Agent
CM/GC/SC training
and other Cx Team
agendas. Note any
members.
issues or deficiencies in
Agendas on the
Commissioning Issues Schedule and execute
Log. training in accordance
with training schedule
and agendas.
Commissioning Process Manual Appendix B
Sample Commissioning Agent Scope of Work Page B-58

Commissioning Team Roles and Responsibilities

Acceptance and Testing Phase
Commissioning Team Member Responsibilities
Project Phase/
Cx Task Commissioning
VA RE VAMC A/E Team Contractor
Agent
Systems Training Review & Approve Develop Systems Schedule key O&M Review & Comment on Review & Comment on
Systems Training Training Sessions in Personnel to attend Systems Training Systems Training
Agenda accordance with the Systems Training Agenda. Agenda.
Commissioning Plan. Sessions.
Sessions shall include
Facilitate Systems
the use of the
Training in accordance
Operations and
with the Agenda and
Maintenance Manual
Schedule
and a ‘Systems Manual’
developed for the VAMC
operations Team.

Deliver Systems Training

in accordance with the
approved Systems
Training Agenda.
Final Review & Approve Final Create and submit Final Review & Comment on Review & Comment on None
Commissioning Commissioning Plan. Commissioning Report Final Commissioning Final Commissioning
Report in accordance with the Plan Report
Commissioning Plan and
other contract
requirements.
Commissioning Process Manual Appendix B
Sample Commissioning Agent Scope of Work Page B-59

Commissioning Team Roles and Responsibilities

Acceptance and Testing Phase
Commissioning Team Member Responsibilities
Project Phase/
Cx Task Commissioning
VA RE VAMC A/E Team Contractor
Agent
Lessons Learned Facilitate Lessons Distribute the Agenda for Attend & Contribute to Attend & Contribute to Attend & Contribute to
Review Meeting Learned Meeting the Lessons Learned Meeting. Meeting. Meeting.
Review & Comment on Meeting. Review & Comment on Review & Comment on Review & Comment on
Meeting Minutes Lead the Lessons Meeting Minutes Meeting Minutes Meeting Minutes
Learned Meeting.
Complete and distribute
Meeting Minutes.
Incorporate comments
as appropriate.
Commissioning Process Manual Appendix B
Sample Commissioning Agent Scope of Work Page B-60

Commissioning Team Roles and Responsibilities

Warranty Phase
Commissioning Team Member Responsibilities
Project Phase/
Cx Task Commissioning
VA RE VAMC A/E Team Contractor
Agent
Deferred and/or Facilitate Seasonal Schedule & Execute Provide O&M Personnel Review & Comment on Contractor will be invited
Seasonal Testing Testing with all Seasonal Testing in to support seasonal Seasonal Testing. to participate in the
appropriate parties. Accordance with testing in accordance with execution of seasonal
Functional Performance the Commissioning Plan. testing and assist in
Provide and report
Testing Protocols. Review Commissioning resolution of issues and
Review Commissioning resolution of any issue
Agent Issues Log & deficiencies identified.
Agent Issues Log & identified as a Design
facilitate issues Maintain & Distribute Comment Issue.
resolution. Warranty Phase Operations Team will Record resolution for
Commissioning Issues operate systems under each issues based on
Logs. the deferred season A/E Response
Facilitate Resolution of
testing protocols.
identified
Commissioning Issues. Facilitate and record
resolution to identified
Issues and Deficiencies
recorded on
Commissioning Issues
Log.
Commissioning Process Manual Appendix B
Sample Commissioning Agent Scope of Work Page B-61

Commissioning Team Roles and Responsibilities

Warranty Phase
Commissioning Team Member Responsibilities
Project Phase/
Cx Task Commissioning
VA RE VAMC A/E Team Contractor
Agent
Post-Occupancy Facilitate Post Meet with the VAMC Provide O&M personnel A/E Team will be invited Contractor will be invited
Warranty Occupancy Warranty Operations Team. to participate with the to participate at their to participate at his
Checkup Check Up Meetings. Interview team members Commissioning Agent in discretion. discretion. Assist in
to evaluate system the Post Occupancy Review & Comment on resolution of issues and
performance and identify Warranty Checkup. Seasonal Testing. deficiencies identified.
Review and approve
any issues with Assist in facilitating
Final Commissioning Provide and report
operation of the execution of all warranty
Report Amendment. Identify any outstanding resolution of any issue
commissioned systems. obligations identified.
or persistent warranty identified as a Design
Evaluate system issues to the Issue.
performance through a Commissioning Agent.
review of operating
performance data and
warranty phase (re-
commissioning) tests as
identified in the
Commissioning Plan and
Systems Manual.
Develop a Warranty
Report identifying any
outstanding warranty
issues for VAMC use in
resolving warranty
issues on the project.
Commissioning Process Manual Appendix B
Sample Commissioning Agent Scope of Work Page B-62

Commissioning Team Roles and Responsibilities

Warranty Phase
Commissioning Team Member Responsibilities
Project Phase/
Cx Task Commissioning
VA RE VAMC A/E Team Contractor
Agent
Final Review & Approve Final Create and submit Final Review & Comment on Review & Comment on None
Commissioning Commissioning Report Commissioning Report Final Commissioning Final Commissioning
Report Amendment. Amendment in Report Amendment Report
Amendment accordance with the
Commissioning Plan and
other contract
requirements.