NASA Procedural Requirements

NPR 8820.2H Effective Date: September 27, 2022 Expiration Date: September 27, 2027

Subject: Facility Project Requirements (FPR) (Updated w/Change 1)

Responsible Office: Office of Strategic Infrastructure

Chapter 5. Activation

5.1 Activation Definition

5.1.1 Activation is the portion of the facility project execution process that follows substantial completion of construction and precedes project turnover to the Center's M&O organization. Activation includes activities funded under the CoF project AFPCE Appendix E, M&O turnover requirements and activities funded by sources other than CoF (installation of non-CoF outfitting items, personnel moves, STE purchase and installation, and subsequent ISTs if required for technical facilities). Activation costs, regardless of fund source, will be identified on form NF-1509. The completion of the activation phase should demonstrate that the project has produced assets that are functional and operable.

5.1.2 Stakeholders. The Facility Project Team and all other stakeholders that were involved during the planning, design, and construction phases should be involved during the activation phase.

5.1.3 Activation budget. The activation budget should be as originally identified in the Function Requirements Document.

5.1.4 Activation Plan. The FPM should develop an activation plan for all Facility Projects. The following are typical components of an activation plan:

a. Installation of non-collateral and ground support equipment (both CoF funded and non-CoF funded). This includes furniture design, purchase, and installation (conventional, modular, and systems as applicable).

b. Subsystem testing (list each subsystem, include test limits and the PT&I technology to be used by the Center's M&O personnel following acceptance.

c. STE acquisition and installation plan (for projects involving technical facilities).

d. IST plan (for projects involving technical facilities) and safety/health plan review.

e. Operational readiness review (for projects involving technical facilities).

f. M&O services startup plan and anticipated M&O contract changes required for maintaining newly installed systems following Beneficial Occupancy (See Sect 5.5).

g. Final facilities construction contract closeout including punch list completion and the submission of construction contractor red-line drawings (or updated, as-built BIM model). In addition, plans for generating formal as-built drawings from the contractor-furnished red-line drawings.

h. Training plan for all newly installed related personal property/collateral equipment and systems (provided to the onsite M&O contractor by the construction contractor).

i. Testing and verification of newly installed systems, including communications systems, equipment control systems, HVAC, lighting, life safety systems, automated external defibrillators (AEDs), and physical security systems.

j. Personnel move-in plan and schedule.

k. Post-occupancy activities including, but not limited to, verification of the energy model (if applicable), energy efficiency verification vs. estimated, building health monitoring, and effectiveness of white-noise systems.

5.2 Commissioning

5.2.1 General. Commissioning is a quality process emphasizing procedures to ensure that systems are designed, installed, functionally tested, and capable of being operated and maintained to perform in conformity with the owner's project requirements. As required by ASHRAE Guideline 0, The Commissioning Process, ASHRAE, commissioning is required on all new construction and major modification projects and also on the installed items and associated systems of all other Facility Projects. Commissioning should occur prior to issuing Beneficial Occupancy.

5.2.2 Third-party building enhanced commissioning. In accordance with Section 1.11.2, Sustainability Certifications, enhanced commissioning is to be accomplished in accordance with the requirements of either LEED v4 for Building Design and Construction - current version, U. S. Green Building Council (USGBC) or Green Globes® for New Construction (NC), Green Building Initiative.

5.2.3 Commissioning Agent. A third-party commissioning agent is required to monitor the construction activities to ensure compliance for a minimum USGBC LEED Silver or a GBI Green Globes - two Green Globes certification. This agent is to be a third party employed by NASA and not an agent of the construction contractor.

5.2.3.1 Funding for the Commissioning Agent should be budgeted and be part of the AFPCE for construction.

5.2.3.2 Accreditation. The Commissioning Agent is required to have an industry accreditation (e.g., Building Commissioning Association, American Air Balance Council Commissioning Group) and be certified for either USGBC LEED Green Building Design and Construction or GBI Green Building Initiative.

5.2.4 Seasonal Testing. Commissioning should include seasonal testing requirements for conditions that may not be present at the actual time the commissioning is conducted.

5.3 M&O Turnover Requirements

5.3.1 During the activation phase, the FPM and COR will ensure that the construction contractor furnishes the Center's M&O organization with the proper information to take ownership of all installed equipment and systems. This information should be in an electronic format to enable ease of uploading into the Center's CMMS. Construction contractor M&O turnover requirements should include, but are not limited to, the following:

5.3.1.1 Red-lined construction documents. Red-line drawings (hard copies or in electronic format) that reflect any field changes made during the construction phase should be submitted to the COR. NASA will then issue the red-lined drawings to another contracted drafting entity to create as-built record drawings. If a BIM model was furnished by NASA at the start of construction, the contractor will modify the model to reflect any field changes and submit the as-built BIM model in an electronic format to the COR.

5.3.1.2 Tagging of installed equipment. All installed assets should be tagged with asset numbers as instructed in the contract documents. Asset tag numbers and asset information furnished by the construction contractor will be loaded by NASA (or by the onsite M&O contractor) into the Center's CMMS.

5.3.1.3 Asset Preventative Maintenance Instructions. Preventative Maintenance instructions for installed/tagged assets and associated vendor catalog information should be turned over to NASA in an electronic format to enable uploading into the Center's CMMS (by NASA or the onsite M&O contractor).

5.3.1.4 M&O Training. Training to onsite M&O personnel on all newly installed facility systems, related personal property/collateral and non-collateral equipment. Training should include live, onsite formal training that includes the distribution of written and/or electronic document files. Sessions should be videotaped for future training of M&O personnel not available during the live training opportunities.

5.3.1.5 Warranties. Any equipment or system (including roofs) warranties will be transferred to the COR. The COR will then be responsible for transferring warranty information to the on-site M&O contractor and for uploading into the Center's CMMS.

5.4 Completion and Acceptance of Installed Systems

5.4.1 The COR will ensure that all inspections and tests are performed for equipment and installed systems to validate compliance with M&O requirements identified in the FPMP (see Section 2.2.7) and the NASA Reliability Centered Building and Equipment Acceptance Guide.

5.5 Beneficial Occupancy

5.5.1 For new building construction or major modification of existing buildings, formal issuance of beneficial occupancy is required. With the approval of the CO, the Center's AHJ will visit the site and verify if all installed life safety and security systems comply with required codes and that there are no safety hazards to personnel. Once the evaluations are completed, the AHJ should issue a formal document of beneficial occupancy or certificate of occupancy. Beneficial occupancy could be approved for full personnel occupancy or for "partial" occupancy of the site. Taking beneficial occupancy does not absolve the construction contractor from completing all contractual agreements. For these types of projects, the FPM should submit the NF-1046 to the RPAO at the time beneficial occupancy is approved.

5.6 Facility Outfitting

5.6.1 General. Outfitting is the process of equipping a facility for its intended purpose during activation and is typically required for personnel occupancy. Refer to Appendix E for guidance on outfitting that is covered under the project AFPCE and outfitting that is furnished with other funding. The FPM should coordinate all outfitting activities with the Center's FUO.

5.6.2 Outfitting includes, but is not limited to, the following:

a. Non-collateral equipment purchases and installation including conventional, modular, and/or systems furniture purchase and installation.

b. Communications and data systems purchase and installation.

c. Audio-visual systems purchase and installation.

d. Electronic security systems purchase and installation.

e. Personnel moves.

5.7 Post-Occupancy Evaluation

5.7.1 Following, a period of occupancy of a new facility (usually one calendar year), a post-occupancy evaluation should be conducted by an independent entity. Subject to availability of funds, FP&D or I&TC funding for this review will be provided by FRED. This evaluation should include:

a. Surveys of all occupants.

b. Functional performance reviews of the building and support systems.

c. Evaluation of Facility Project Team experiences in gaining sustainability certification (LEED or Green Globes, as applicable).

d. Sustainability lessons learned.

e. Annual potable water usage vs. predicted.

f. Annual energy usage vs. that predicted from the final design energy model. This should include evaluation of all utilities such as electricity, natural gas, steam (if provided from an external centralized source) and chilled water (if provided from an external centralized source).

g. Comparison of the building and support system performance to industry averages (utility usage, survey results).

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