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The parties endorse the Commissioning Plan for this project

IAD Representative Regional Representative User Representative


Version 5
Date 4 Dec 2007 Page 1
This template is to be used as a guide as part of the Commissioning Handover
Takeover process, it is not exhaustive and individual project requirements need
to be included.

The commissioning plan should include the following:

Table of contents

Key Stakeholders

The following officers are responsible for approval and sign off on the takeover report
and final completion of the commissioning, handover and takeover process for this

IAD Representative Name:

Project Manager / Name:
Contract Position:
Regional Name:
Representative Position:
CMC Representative Name:
User Representative Name:
Builder/Contractor: Name:
Representative Position:
Other Representative Name:

Introduction/Summary (overall purpose and description of the commissioning


General Building Information (brief outline of the project, building use and timeline
summary with cross reference to functional design brief and final design

Design Intent (a main purpose of commissioning is to ensure that installed systems

function and perform as design intents).

Commissioning Team (a list of the commissioning team members, their roles and
responsibilities and contact details).

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Task Matrix (a matrix listing the commissioning activities and the commissioning
team members and their roles in undertaking those activities).

Commissioning Scope of Work (a detailed series of sections for each discipline

setting out the systems to be commissioned and the TAB tasks to be carried out; this
needs to include the tasks to be undertaken during the design phase (eg details of what
has to go into each discipline’s commissioning specifications for contractors to price
and carry out) as well as the more familiar TAB processes undertaken during and at
the end of construction).

Commissioning Meetings (a schedule of commissioning specific meetings to be held

throughout the project and invitees).

Commissioning Issues Procedure (develop a procedure for recording and logging
issues as they arise and are resolved; the finalised log will be included in the
Commissioning Report).

Commissioning Schedule (a detailed schedule eventually listing all commissioning

activities and ultimately interfaced with the builders construction program; this will
start out during the design phase with a listing and schedule of major activities and
their anticipated time frames and should be properly allowed for in the project
program. The schedule should also include information on frequency and expected
attendance for commissioning team meetings).

Commissioning Forms (a listing of all the forms and documents to be completed for
each of the commissioning tasks for each of the disciplines and where they can be
obtained; they should all be appended to the Commissioning Plan; once completed,
these forms form the bulk of the Commissioning Report. Forms might include
task/action checklist, testing methodologies, test data, performance trend log, sign-off
procedures, issues log, etc. Completion of every form must include the signature of
the person(s) undertaking the work, date and the signature of all witnesses).

Owner/Operator Staff Training and Handover (development of training programs

and documentation, identification of personnel to be trained and instructed and setting
of key dates for the building occupants and those responsible for operating and
maintaining the building).

Building Tuning (program of dates and tasks to be carried out during the Defects
Liability Period including identification of responsibilities, output to Post Occupancy
Evaluations (POE) and recording documentation).

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Reference Documents (Documents appended to or referenced by the contractor for
the project)

The Commissioning Plan may include the Defence Functional Design Brief, Final
Design Documentation and Basis of Design (if separate), Project Specifications,
Commissioning Meeting minutes, Commissioning Issues log, Construction
Checklists, Commissioning Forms, training materials, warranty listings, POE reports,
lessons learned.
The Commissioning Plan template should include the following outlines for typical
elements to be included in the commissioning requirements for a
building. The commissioning requirements should include, as
applicable, for each item of plant and system:

 Manufacturing testing (QA records);

 Factory performance testing (e.g. thermal performance, controls, type testing of
 Delivery to site records;
 Installation testing (e.g. pressure testing, drive alignment);
 Individual system testing, adjusting and balancing; and
 System integration tests.

In the commissioning plan template, commissioning tests should include specific tests
to demonstrate building performance in energy efficiency, water efficiency and
building environmental quality.

When relevant, the Commissioning Plan should include inspections by relevant

Technical Authorities (TA) or a suitable representative agreed by the TA, particularly
for critical infrastructure such as;
Aircraft pavements
Airfield Lighting Systems
Central Emergency Power Systems
Fire Suppression Systems
Fuel Farm and Hydrant Systems

Preparation of Preliminary Commissioning Schedule

The Preliminary Commissioning Schedule gives an indicative list of items that are
typically to be included in the Commissioning Plan. It is expected that this schedule
will require considerable revision as the project progresses, for example, calendar
dates will be added during the construction phase as the builder’s program is
developed. The schedule should include a list of major commissioning activities for
each building system leading to commissioning milestones, the estimated time or date
range for each and a list of prerequisite activities (either construction activities or

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other commissioning activities) eg dates when utilities are connected and available,
dates when the building envelope is complete.

Preparation of Commissioning Forms

There is an extensive resource of sample/pro forma commissioning forms available
from many of the organisations involved in the various building services disciplines
and all specialist testing, adjusting and balancing companies will have developed their
own standard forms. All forms should have provision to record as applicable, the
names and signatures of the testers and witnesses for all procedures as well as the
date, time and any comments. Forms should provide for ready comparison of the
relevant design parameters and the succession of those parameters as tested.
Examples of useful forms can be found in:
 Associated Air Balance Council National Standards for Total System Balance
 AABC Commissioning Group – ACG Commissioning Guideline
 National Environmental Balancing Bureau Procedural Standards for Testing,
Adjusting and Balancing of Environmental Systems (

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Commissioning Report
The commissioning report captures the detail and analysis from the commissioning
process and activities undertaken, namely outcomes from:
 Factory tests and on-site (construction phase) tests of equipment and systems.
 Full commissioning tasks at end of construction (as part of the handover /
takeover requirements).
 Building tuning during defects liability.

The Commissioning Report should include all documentation recording that all
building systems are complete, tested and operational. Records of all testing and
balancing shall be provided, including factory test results, integrated system tests and
all unsuccessful tests with details on what was done to correct and finalise each item
(eg adjustment of set points, changes to control routines, details of faulty equipment).
It will provide information on the witnessing of tests and end of construction
commissioning, and involvement of NOD and CMSC during all commissioning
The following areas should be included in the commissioning report.

1. Summary. An overview of the building and the complete commissioning

process - maximum of 2 pages.

2. Introduction. Background to the philosophy of the commissioning processes

adopted for the particular building.

3. Owners Intent (Project Requirements Brief) Description of Defence’s

requirements for the building including relevant design criteria.

4. System Details, Testing and Balancing

This is the main section of the report to include for each
building service testing and balancing details of each item of
equipment, each sub-system and each complete system as
appropriate. Include equipment performance data such as water
and air pressure drop curves/tables for pumps, fans, valves, heat
exchangers and the like, alignment of drive trains, levelling of
equipment. Record dates and personnel details.

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Date 4 Dec 2007 Page 6