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Table 2: Commissioning roles and responsibilities

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Activity number

Activity description

Commissioning agent (CA)

Building services contractor (BSC)

Builder (B)

Design engineer (DE)

1

Review DE’s design drawings and specifications for commissioning requirements.

Action and advise DE. Co-ordinate any comments from BSC and B.

   

Review comments and action as appropriate.

2

Review installation drawings and technical submissions from BSC for commissioning requirements.

Action and advise B and DE.

Prepare and submit for review. Action any comments as instructed by B.

Co-ordinate, supervise and direct/instruct as appropriate.

Review, comment and issue directives to B if applicable.

3

Review installations with respect to compliance with specifications and drawing intent for commissioning

Supervise inspection of installations and issue reports to B and DE.

Receive CA reports and action as necessary.

Co-ordinate, supervise and direct/instruct as appropriate

Review, comment and issue directives to B if applicable.

4

Produce detailed co-ordinated commissioning plan, including revisions and updating.

Procure information from BSC. Prepare programme, discuss with B and issue to all parties for comment.

Submit plans/ information and liaise with CA.

Review programme with regard to its impact on the construction process. Issue comments and approve.

Review, comment and accept.

5

Produce detailed commissioning method statements, including pre-commissioning, setting-to-work and interface tests.

Guide and assist in their production. Review and accept content. Liaise with B and DE.

Discuss format and content with CA. Produce method statements.

Receive, review and approve. Liaise with DE and CA.

Review, comment and accept.

6

Testing and pre-commissioning, including off-site works testing (as requested).

Procure procedures from BSC and suppliers for approval. Witness and validate tests and results.

Submit information and liaise with CA. Complete outstanding works schedules.

Review/comment and approve. Carry out spot checks.

Review, comment and accept. Carry out spot check as required.

7

Produce project-specific test sheets.

Prepare and issue pro forma sheets, including interface and performance tests.

Liaise with CA.

Receive, review and approve.

Review, comment and accept.

8

Monitor and report on commissioning progress.

Prepare spreadsheets to be used to monitor all progress. Issue and update at regular intervals.

Assist CA during monitoring process.

Receive and review reports and circulate. Monitor progress and manage any programme changes.

Review and comment.

9

Progressive installation tests and pre-commission.

Monitor, witness and ensure accurate recording of all results, in accordance with method statements.

Implement testing. Prepare records and demonstrate.

Monitor progress. Carry out spot checks.

Review, comment and accept. Carry out spot checks as required.

10

Pipe-work system flushing, cleaning and dosing.

Monitor, witness and ensure accurate recording of all results, in accordance with method statements.

Implement activities, prepare records and issue analysis reports.

Monitor progress. Carry out spot checks.

Review, comment and accept. Carry out spot checks as required.

11

Setting-to-work of plant and systems, commissioning and performance testing in accordance with programme.

Direct BSC, giving guidance as necessary. Witness activities and ensure accurate recording of results.

Execute all planned activities. Demonstrate selected items to B/DE as directed.

Monitor progress. Witness as required.

Carry out spot checks and witness activities on a selective basis.

12

Prepare testing and commissioning reports, incorporating all plant and system test results.

Action and submit to B.

Liaise with B and supply all relevant documentation. Action adjustments to system performance as advised or instructed by B.

Monitor progress. Issue directives/instructions to BSC as appropriate.

Review, comment and accept. Issue directives to B as appropriate.

13

Prepare models for record documents/drawings and O&M manual format.

Monitor preparation, and comment on submissions via B.

Submit information and liaise with CA.

Monitor progress. Liaise with client. Issue directives to BSC, as appropriate.

Review, comment and accept.

14

Provide demonstrations to the relevant territorial authorities.

Manage and co-ordinate the demonstration of all life safety systems, as required, to the statutory authorities.

Execute all planned activities in conjunction with the B.

Monitor progress. Attend demonstrations.

Review, comment and attend demonstrations.

15

Prepare final record documents

Receive, collate and comment on submissions by BSC.

Submit record documents for approval and liaise with B. Update to suit comments.

Issue to client and co-ordinate all comments with BSC.

Review, comment and accept.

16

Client/end-user awareness and liaison

Co-ordinate activities and advise the client of all potential operational implications.

Liaise with CA and be responsive to the client/end-user’s needs.

Liaise with the client/end-user.

Monitor status.

17

Client/end-user training programme.

Co-ordinate and manage BSC contractual obligations.

Liaise with CA. Co-ordinate the activities of specialist suppliers.

Monitor progress and participate. Liaise with client/end-user.

Review, comment and accept. Participate as required.

18

Post-occupancy fine-tuning/warranty period

Review operation with facilities management staff, initially on a monthly basis for the first three months and then quarterly.

Carry out post-handover fine-tuning, respond to any operational problems and attend to any required remedial works.

Assist in directing any BSC remedial work and attend to any building remedial work.

Respond to any design-related issues raised during the post-occupancy period and carry out warranty inspections.

19

Post-occupancy warranty period energy/water-use monitoring

Review energy- and water-use trends with facilities management staff and refer issues to DE or BSC, as appropriate.

Attend to any remedial works requirements.

Assist in directing any BSC remedial works.

Attend to any remedial design action required.