COMMISSIONING AGENTS, INC. GLOBAL HEADQUARTERS P.O. BOX 34320 INDIANAPOLIS, INDIANA 46234 WHEN YOU NEED TO MEET A HIGHER STANDARD. Statement of Qualifications Data Center Commissioning Points of Contact: Richard Tree Vice President, Asset Performance Services (816) 916-1302 [email protected]Glenn Wallace Discipline Lead, Data Centers (785) 213-2518 [email protected]
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COMMISSIONING AGENTS, INC. GLOBAL HEADQUARTERS P.O. BOX 34320 INDIANAPOLIS, INDIANA 46234 WHEN YOU NEED TO MEET A HIGHER STANDARD.
Statement of Qualifications
Data Center Commissioning
Points of Contact:
Richard Tree Vice President, Asset Performance Services
About CAI ............................................................................................................................................. 1
technology. All of our services focus on integrating these areas for successful operations.
About CAI
In 1996, CAI was founded with the mission to meet a need in the pharmaceutical industry for
highly qualified applied engineers to provide commissioning,
qualification, and validation technical services. Our management
principles are based on the United States Navy’s Submarine
Nuclear Power Program’s which relies on a team of highly
qualified professionals and stresses technical excellence,
personal accountability, and continuous improvement.
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Two decades later, CAI continues to strive to field the best and highest qualified professionals
in the industry. Today CAI is one of the largest companies in North America focused on and
exceling at commissioning and validation related services. We
have consistently applied our methods to commissioning mission
critical facilities for over a decade, offering our customers reliable,
high quality and cost-effective technical and compliance services.
Our business model, compensation plan, leadership philosophy,
investment in our employee’s development, and team-based
approach are focused on ensuring a stable company and a stable
workforce.
Our Integrated Solutions
Knowledge Solutions – Meeting regulations and improving your bottom line
Project Solutions – Managing schedule, budget, and deliverables
Performance Solutions – Motivated people putting your interest’s first
Corporate Expansion/History
1996: Commissioning Agents, Inc. 2006: Commissioning Agents Puerto Rico LLC 2008: Transformation to ESOP 2011: Commissioning Agents International, Inc. 2011: Commissioning Agents Ireland Ltd 2011: Commissioning Agents International Singapore Pte Ltd 2011: CAI (Shanghai) Engineering Technical Consulting Co Ltd 2013: Commissioning Agents International Canada Ltd 2014: CAI Technical & Consulting (Malaysia) SDN. BHD
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Commissioning Agents, Inc. (CAI) At-A-Glance
Legal Name
Commissioning Agents, Inc. 652 N. Girls School Road, Suite 200 PO Box 34320 Indianapolis, Indiana 46214 USA Indianapolis, Indiana 46234 USA Incorporated in 1996 in Indianapolis, IN as a Subchapter-S Corporation
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Data Center Commissioning - Our Approach
The CAI Difference
Commissioning is a quality process which provides documented confirmation of proper
installation and function of a facility’s systems and components as designed and specified.
Commissioning ensures the facility meets the owner’s project requirements, the basis of
design, and the intended operational needs.
The CAI difference is that our experience in applying quality risk management principles to the
startup and commissioning of FDA regulated facilities. We draw focus on that which is
mission critical, while maintaining a holistic view of all required activities. When schedule
challenges arise, we know what testing can and cannot be skipped, adjusted, or modified.
We feel this is a unique approach in high performance environment commissioning activities.
By using a risk-based and scientific approach to data center commissioning, we will
concentrate testing efforts on those systems that have the greatest impact on reliable data
center operations. This results in a more thorough and cost effective process which saves
both time and money for the customer.
An Overview of CAI’s Commissioning Process
It is important to recognize our process does not diminish the responsibility of the system
designers or installing contractors, nor is it intended to be a redundant testing or inspection
function. Commissioning is performed to document and validate the efforts of the designers
and contractors, ensuring the quality of the systems meets the owner’s project requirements
as documented by the basis of design.
1. We verify building systems perform interactively according to project requirements,
Basis of Design and the Commissioning Plan of Record. CAI will perform detailed
design reviews to identify any Single Points of Failure through a careful review of the
construction drawings, specifications, and submittals.
2. We write the testing scripts/procedures to meet the client’s standards and needs.
3. We verify applicable equipment and systems are installed properly and receive
adequate quality checkout through careful site observation and verification of
contractor’s quality control documentation.
4. We chair weekly and daily testing meetings in support of the commissioning efforts as
determined by the commissioning schedule.
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5. We verify and document the mechanical and electrical systems function and interact as
intended. This will be accomplished through witnessing and documenting at various
phases of the commissioning program culminating in an Integrated Systems Test (IST).
The IST will be conducted after all factory and field component/system quality control,
start-up, and test procedures have been completed. The goal of this testing is to verify
the operation, proper interdependencies, redundancies, and fail-safe operation of all
critical systems. In short, this phase of commissioning is intended to verify the
emergency and redundant systems, which are interrelated in complex manners, will
perform appropriately when called upon.
6. We develop and execute the testing procedures. Our test procedures are designed
based on the risk based approach mentioned. CAI will witness the system performance
following operation normally by the subcontractors and/or vendors.
7. Upon completion of the commissioning process, we deliver a comprehensive systems
manual to the owner. This electronic manual will provide the owner with a searchable
reference of all as-built drawings, specifications, O&M manuals, final commissioning
reports, and other important documentation.
Notes on the Commissioning Schedule
CAI will develop a detailed commissioning schedule with all tasks and deliverables required to
complete the Commissioning Process for testing beyond Factory Acceptance Testing (FAT).
The schedule is a living document that we will update as needed throughout the project.
CAI’s Approach to Project Execution:
The key to effective & efficient project execution is communication and planning. We
collaborate closely with project team members and all affected parties to craft, update and
execute the commissioning plan throughout the project lifecycle.
The following stages of a CAI managed project are briefly presented:
Project Initiation
We have found that a kick off meeting led by the CxA sets the stage for a successful project. The kickoff aligns all stakeholders and creates the highly collaborative project environment needed to meet schedule, documentation and good engineering practices.
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Development Phase and Pre-Construction Phases
Develop/modify Commissioning Plan to include all client commissioning requirements
Review/revise Owners Project Requirements (OPR) document as needed
Review and respond to Requests for Information (RFI)
Verify Basis of Design as needed
Execute a risk analysis and mitigation program
Assist with construction documents commissioning design review
Verify commissioning measures are incorporated into construction documents
Construction Phase
Revise and update Commissioning Plan as necessary
Develop test procedures for and attend Factory Witness Tests
Perform site walks and installation verification activities
Organize & conduct commissioning meetings, & review updated look-ahead schedules
Obtain & review Contractor Pre-Functional Checklists and Start-up Test procedures to ensure compliance with manufacturer's recommendations and owner requirements.
Develop and integrate commissioning activities into the master construction schedule
Witness/review contractor & vendor pre-functional tests and equipment start-ups
Document issues identified during site visits and equipment testing for clarifications and/or corrective action recommendations
Commissioning & Turnover Phase
Develop all test procedures to execute Functional Performance and Integrated System Testing
Work directly with contractors and vendors to execute functional tests for all commissioned equipment and systems including all operating and failure modes. CAI will also, at the owner’s request, perform the actual equipment operations in place of the contractors to improve the efficiency of your testing program
Walk down major systems and redline drawings to reflect as-built conditions
Oversee the documents/records and conduct commissioning to provide the information required by the turnover package matrix.
Maintain & publish a Commissioning Issues Log to identify and track all issues to resolution
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Conduct system turnover procedures and checklists to establish baseline system switch and valve positions
Develop Systems Manual for all commissioned systems
Coordinate, schedule, and oversee training of facility operations personnel, and
document the training
Compile Commissioning Summary Report documenting all elements of the commissioning process
Warranty Phase
Coordinate and supervise required opposite season or deferred testing and deficiency corrections and provide the final testing documentation for the Commissioning Record and Operation and Maintenance manuals.
Return to the site at 10 months into the 12-month warranty period and review with facility staff the current building operation and the condition of outstanding issues related to the original and seasonal commissioning. Also interview facility staff and identify problems or concerns they have with operating the building as originally intended. Make suggestions for improvements and for recording these changes in the Operation and Maintenance manuals. Identify areas that may come under warranty or under the original construction contract. Assist facility staff in developing reports and documents and requests for services to remedy outstanding problems.
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Project Risks
CAI has identified the following common risk areas that may affect successful project
completion and our proposed mitigation/resolution if this should occur:
COMMON RISKS RISK MITIGATION TECHNIQUES Schedule risk Detailed planning, to build in quality throughout; adroit execution
management to move the roadblocks, equipment issues etc. off the critical path when they happen. Schedule as predictive tool, reviewed each shift, with up to date short term look ahead and coordination meetings.
Construction quality risk You get what you inspect, not what you expect – use construction in-process inspections, which promotes rapid turnover of complete systems meeting specifications.
Automation integration risk Well defined functional requirements, thoroughly reviewed, integrator simulator testing, automation checkout, and workable change management programs.
Start-up risk Start-up well planned, with sufficient allowance for setting to work, shakedown/ troubleshooting, and initial functional testing; lock-out/tagout; valve line-ups defined, start-up procedures; daily briefings;
Change in approach risk Full buy-in from all customer groups to a well-understood commissioning strategy. Attention to planning. New team members are not allowed to deviate from the approved plans.
Change management risk Create simple but effective change management system that everyone can easily use. Otherwise it gets bypassed. Use IT tools to maintain control over designs, update linked documents, and track implementation and closeout of each change.
Resource availability risk Planning and forecasting, and using resource suppliers who can provide a flexible and capable solution on very short notice.
Shortfalls in integrating the people, process, and physical plant to achieve full scale operations
Understand all that must be done – from process control strategy to equipment maintenance programs to personnel qualification and training requirements. Use IT tools to share common knowledge, link related tasks, maintain information up to date, and provide comprehensive status reporting.
Project Controls
CAI utilizes internal company procedures for project management, project controls and quality
of deliverables. Details of our approach are described below:
Key points addressed by our project management approach:
Project controls kick off meeting
Cost Management System
Earned Value methodology
Cash flows
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Schedule management
Change management (Project Change Notice or PCN)
Risk management
Routine project status reports
Contract completion report
Our quality control is achieved by implementing a standard / defined process for repeatable
activities. Our internal procedures require our people to develop and implement document
control procedures for each applicable project. We have an internal procedure on deliverable
quality, which addresses both repeatable deliverables and “one-off” deliverables.
We implement an internal peer review process ensuring every deliverable is of a high quality
and to the same standard regardless of who performed the work. Our project manager
establishes project-specific quality controls based on this company procedure. Our project
sponsor / executive confirms this program has been developed and effectively implemented.
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Safety & Security
CAI has a strong safety culture and standard procedures. Our safety program and team is
structured to verify all work is planned and executed safely, while still allowing for efficient
execution of work. The first and most important task for our team is Safety.
We will carry out this project, and come to work every day, with safety as our top priority. We
have a detailed and comprehensive corporate safety program that includes the following
procedures, but is not limited to:
Safety Program
Site Safety Management (including construction safety)
Job Hazard Analysis
Control of Hazardous Energy Program (LOTO)
Personnel Personal Protective Equipment (PPE)
Confined Space Entry (CSE)
Electrical Safety
Working Aloft & Fall Protection
Construction Environment Safety
Hazard Communication
Incident Reporting & Investigation
We implement a safety program for our project team that reflects our corporate safety
program, project safety expectations, and project specific safety requirements. Our team will
participate in weekly project safety meetings and daily morning safety discussions at team
meetings.
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Data Center Team Leaders & Subject Experts Summary
CAI is proud of our data center commissioning team comprised of veterans of the Navy
Nuclear Power Program and other highly qualified and motivated engineers. We assembled
this team because they all have specialties in heat transfer and fluid flow, electrical power
distribution, instrumentation and control, and they have a long record of conducting highly
critical acceptance testing and startup testing. In short, this team knows testing.
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U.S.A. BASED YEARS BMS EXPERIENCE
Rich Tree 30 2 25 32 20 1 0.5 X
Glenn Wallace 30 4 29 26 16 2 1 X
John Johnson 18 0.3 43 43 43 33 18 X X X X X
Kirk Calhoun 15 5 15 10 2 1 10 X X X X
Mike Cowan 8 7 33 6 20 2 12 X
Andy Mitchell 30 13 30 30 10 1 10 X X X
Andy Bohlmann 8 9 28 5 5 X X X
Doug White 17 0.3 17 10 17 10
EUROPE BASED YEARS BMS EXPERIENCE
Niall Killeen 2 2
14 2
Ailbe Devitt 5 2 0.5 6 0.5 1.5 4.5
X
Niall Clarke 3 2 2 3 2 1.75 0.5
X
Ger Butler 3 0.2 26 0.2 0.2
Ante Holbling 2 0.05 5 5 1
John Carroll 8 0.3 26 5 1.5 2
Michael Balmer 4 0.3 25 3 8 4
Nigel Tobin 1 0.05 0 1 0 1 X
Paul McPolin 1 0.05 1 1 1 1 X
Ronan Murphy 1.5 0.3 7 16 0.3
Wouter Booyens 2 0.3 18 2 2 3 X
ASIA BASED YEARS BMS EXPERIENCE
Mark Peters 25 1 35 20 25 20 15 X X X
Zahn Ismail 2 4 3 1 1 2 X
Joe Jarolim 16 1 25 25 20 10 25
Dubromir Peev 10 1 16 10 2 5 X X
Angelina Lee 3 2 5 2 1 2
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Bench Strength
We have over 430 agents globally, each trained and qualified to execute commissioning tests
for our pharmaceutical clients. The skills and knowledge used in this industry are directly
transferrable to mission critical high performance environments. This brings a new dimension
to data center commissioning other firms struggle with – agile response to customer needs.
Simply stated, commissioning is what Commissioning Agents, Inc. was formed to do - it is our
core competency. The following image illustrates the relationship between commissioning
activities of data centers and activities for FDA regulated facilities.
Experienced Personnel By Region
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Company Certifications / Education
Education/Certifications Number
Registered Professional Engineers Various States 29
Data Center Energy Practitioner DCEP 2
LEED® Accredited Professional USGBC 4
Qualified Commissioning Provider QCxP 10
Master Certified Building Commissioning Professional CBCPM 1
Certified Building Commissioning Professional CBCP 8
Certified Commissioning Authority CxA 2
Project Management Professional PMP 9
Certified Energy Manager CEM 3
Certified Energy Auditor CEA 2
Certified Data Center Design Professional CDCDP 7
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Recent Experience
CAI’s most recent data center experience encompasses several different customers across
many different industries. A summary is presented in the table below.