2-Attach C - MC Detailed Scope of Work.docx

PROJECT: Whittier Elementary HVAC Electrification - Mechanical

DOCUMENT: Attachment C: MC Detailed Scope of Work

1. PROJECT SUMMARY & OVERVIEW:

Salt Lake City School District (SLCSD)’s sustainability action plan commits the District to achieving 100% renewable energy by 2030 and 100% carbon neutrality by 2040. The District has selected McKinstry as their design-build partner in their decarbonization journey, and together SLCSD and McKinstry have completed multiple phases of work touching lighting, solar PV, building controls optimization, weatherization, electric vehicle fleet management, and building electrification retrofits. Supported by a bond passed in 2024, the District is now engaged in the completion of an additional electrification retrofit project at Whittier Elementary School in Salt Lake City, Utah.

To support the District’s sustainability action plan, McKinstry is requesting proposals for the implementation of a building electrification retrofit at Whittier Elementary School. The basis of design for the building electrification is to install a central ground source heat pump (GSHP) unit at the school to replace existing heating and cooling systems. The GSHP systems are designed to meet 100% of the cooling load in the building, and approximately 80% of the heating load.

The scope of work described in this RFP includes the HVAC retrofit work to be completed at the school. The scope of work includes Mechanical retrofit work inside the building as well as the installation of the ground loop bore field outside the building. Subcontractors responding to this RFP should include all required trades, including, but not limited to: mechanical (air and water-side), insulation, controls, Test and Balance, structural, etc. Line-voltage electrical work shall be provided through a separate RFP. The drilling, earthwork, and installation of the ground loop system will also be priced through a separate RFP. Please refer to the construction documents and project specifications included with this RFP for detailed equipment and material installation requirements.

2. GENERAL

A. Site altitude: Equipment shall be sized and rated for specified performance at site altitude of 4,220’ ASL.

B. Supplemental Documentation: The following documents support this Scope of Work and shall be considered part of McKinstry’s requirements. Where discrepancies exist among referenced documents, the more stringent shall apply.

1) Salt Lake City School District Standard Terms and Conditions for Goods and Services (Attachment A)

2) Codes as adopted by the State of Utah and Salt Lake City

(i) 2021 International Building Code

(ii) 2021 International Existing Building Code

(iii) 2021 International Plumbing Code

(iv) 2021 International Mechanical Code

(v) 2021 International Fuel Gas Code

(vi) 2021 International Energy Conservation Code

(vii) 2023 National Electric Code

3) Industry Standards (Latest edition, unless noted otherwise)

(i) NEBB Procedural Standards for Testing, Adjusting, and Balancing of Environmental Systems

(ii) SMACNA HVAC Duct Construction Standards, Metal and Flexible

(iii) National Fire Protection Association Standards (NFPA)

4) Reference Drawings and Specifications

(i) Attachment D – Drawings & Specifications

a) Google Drive Link: https://drive.google.com/drive/folders/1zwZ2esKiR96fCUxv0Ywx6PGv_vaBulFO?usp=sharing

3. MECHANICAL

A. SUBCONTRACTOR shall be responsible for equipment, materials, accessories, insulation, and other associated requirements called for in the following scope, and as indicated in the above supporting documents.

B. Demolition

1) Demolish and properly dispose of existing equipment, piping, ductwork, etc. per the Design drawings provided by McKinstry and scope herein.

(i) Cooling and heating water system piping shall be drained to allow for installation of new equipment.

(ii) Existing ductwork, electrical power conduits, disconnects, and wiring; louvers, dampers, piping and ductwork supports; and existing chilled water and hot water piping to be reused to the extent possible as indicated on drawings.

2) Demolish and properly dispose of the removed equipment and work. Recycle those materials that can be recycled.

C. Basis of Design

1) SUBCONTRACTOR acknowledges that the project includes materials and equipment specifically identified within the RFP, drawings, specifications, and/or contract scope narrative. Specifically identified materials and equipment shall be considered the Basis of Design and are required without substitution to meet the project's performance and operational requirements.

(i) SUBCONTRACTOR may submit to McKinstry, a substitution request for material and other equipment alternatives to the Basis of Design.

(ii) Substitution requests must provide at a minimum the manufacturer, model, performance specifications, and the change in overall bid price compared to the Basis of Design.

(iii) Substitution requests shall not relieve the SUBCONTRACTOR from their responsibility to provide the Basis of Design materials and equipment.

(iv) At its sole discretion, McKinstry shall evaluate substitution requests. If a Substitution Request is granted, McKinstry shall then notify all bidders of the approved alternate.

(v) SUBCONTRACTOR shall be responsible for all changes to supporting systems resulting from acceptance to substitutions D. SUBCONTRACTOR shall furnish, receive, offload, provide crane and rigging, and install new equipment and associated materials as shown.

1) SUBCONTRACTOR to provide equipment, including; ground source heat pump, system pumps, boilers, air handling unit(s), VAV boxes, etc. per schedules provided in Attachment D drawings and project specifications.

2) SUBCONTRACTOR to clean, flush and fill all new and existing piping.

3) SUBCONTRACTOR to fill all piping, including ground loop piping, with propylene glycol as indicated on drawings and specifications. Subcontractor responsible for testing system to ensure sufficient glycol concentration.

(i) Glycol concentrations for each system loop shall be as:

a) Chilled Water – 25%

b) Heating Hot Water – 25%

c) Ground loop – 25%

4) Extend existing chilled water and hot water piping to existing air handling unit(s) (AHUs) and VAV coils.

5) Extend ductwork to newly installed AHUs from existing return and outside air ducting and from new AHU outlet (discharge) to existing supply air ductwork.

6) Subcontractor shall clean all existing ductwork impacted by demolition and installation of new equipment.

7) Provide and install new strainers, circuit setters and isolation valves per details. Install new control valves provided per details. Provide and replace piping hangars where needed.

8) Furnish and install piping insulation, jacketing, and labeling to match existing indoor/outdoor piping.

9) Provide piping wells and taps, as detailed, for controls.

10) Piping line diagrams to be submitted to and approved by McKinstry prior to fabrication or installation.

11) Subcontractor to provide both pre and post construction airside and waterside testing and balancing. TAB is expected to be provided by a lower-tier subcontractor within Mechanical Bids.

(i) Preconstruction TAB to be conducted on the following airside equipment:

a) AHU return, outside air, and supply airflows

b) VAV terminal box airflow

(ii) Preconstruction TAB to be conducted on the following waterside equipment:

a) VAV reheat coils

b) AHU heating hot water coils

c) Central heating hot water pumps

(iii) Postconstruction air and waterside TAB to be conducted on all newly installed equipment as indicated in drawings and project specifications

(iv) Subcontractor shall provide TAB on all newly installed equipment to verify design flows are being met.

(v) Subcontractor shall provide TAB on all ground loop circuits to ensure equal flow through all boreholes.

12) Provide factory start-up for new GSHP units, boilers, etc.

13) All systems to be Commissioned by Others

(i) Subcontractor shall support commissioning activities as described in project documentation and specifications.

4. GEOTHERMAL

A. Geothermal scope outside of 5’ from building entrance to be provided by others through a separate RFP. Scope is provided herein for reference only.

5. STRUCTURAL

A. SUBCONTRACTOR shall be responsible for all equipment, materials, accessories, and other associated requirements called for in the following scope and as shown on the plans.

B. Openings for equipment removal and demolition operations.

1) Cut and remove building structural components as required for removals and access for new equipment.

2) Protect and cover opening while work is on-going.

3) Replace and install louvers, blank-off plates, decorative or architectural finishes etc. to match existing openings prior to removal and replacement work.

C. Equipment, piping, and ductwork mounting on existing/new concrete housekeeping pads.

1) New GSHPs, AHUs, pumps, buffer tanks, boilers, etc. shall be mounted securely to the existing or new concrete housekeeping pads per manufacturer requirements.

2) Refer to construction drawings and project specifications for size and locations of new housekeeping pads.

3) New piping and ductwork shall be supported for seismic restraint as required.

6. CONTROLS

A. SUBCONTRACTOR shall be responsible for all controls equipment, materials, accessories, and other associated requirements called for in the following scope, and as indicated in the supporting documents.

B. Demolition

1) Demolish and properly dispose of the existing controls, conduit, sensors, and conductors per the Design drawings provided by McKinstry and scope herein.

(i) Coordinate with McKinstry for execution of demolition and removal work.

(ii) Existing electrical control power conduits and wiring to the extent necessary.

2) Demolish and properly dispose of the removed equipment and work. Recycle those materials that can be recycled.

C. SUBCONTRACTOR shall furnish, receive, offload, and install the new controls for the equipment as shown.

1) Provide new controls per design drawings and project specifications.

2) Provide new network equipment.

3) Provide new conduit and wiring for controls power, network, and sensors.

4) Provide new control valves for installation by Mechanical contractor as indicated on drawings and project specifications.

5) Provide new wells as needed for pipe mounted sensors.

6) Provide and install new duct mounted temperature sensors and pressure devices.

7) Furnish and install control device and panel labeling.

8) Provide factory start-up for new controls.

9) All new systems to be Commissioned by Others.

(i) Subcontractor to support commissioning activities as required by project documentation.

7. ELECTRICAL

A. Electrical scope to be provided by others through a separate RFP. Scope is provided herein for reference only.

B. Safety

1) No live electrical work shall be performed at any time for any reason without documented written approval from McKinstry.

2) Proper lock out – tag out procedures shall be followed including full PPE until circuit is tested and confirmed to be dead.

C. General Scope: Electrical work to support the removal and replacement of pumps, boilers, VAV boxes, and controls as well as the installation of new GSHP unit and associated equipment. Electrical demolition and installation to be performed by electrical subcontractor under separate subcontract from McKinstry.

D. Delineation of Responsibilities

1) Electrical subcontractor to be responsible for complete electrical demolition of existing line-voltage equipment, materials, accessories, and other associated requirements indicated for removal in the supporting IFC Drawings.

2) Electrical subcontractor to be responsible for complete electrical installation of line-voltage equipment, materials, accessories, and other associated requirements indicated in the supporting IFC Drawings.

3) Mechanical Subcontractor shall be responsible for all low-voltage control wiring between and among mechanical components and controls panels unless otherwise noted.

4) Mechanical subcontractor shall coordinate with McKinstry superintendent, electrical subcontractor, and all other relevant trades as work progresses to provide for a complete and functional installation of all mechanical equipment called for within drawings and specs per this RFP.

E. SUBCONTRACTOR shall be responsible for equipment, materials, accessories, and other associated requirements called for in the construction drawings and project specifications.

F. General circuiting requirements

1) Unless otherwise specified, similar loads may be combined on a common circuit as permitted by current NEC.

G. Electrical panels and disconnects serving mechanical equipment shall comply with the service clearance requirements of the NEC. SUBCONTRACTOR shall furnish and install remote mounted panels and disconnects where required by the NEC.

H. Demolition and make safe:

1) Remove existing power disconnect, variable speed drive (if present) and associated conduit, conductors, and electrical devices and support/anchoring devices.

(i) Disconnect and safe off power to equipment for demolition.

I. New Work:

(i) Provide and install new safety disconnect, circuit breakers, conduit, wiring, and supports for new equipment.

(ii) Provide and install new variable speed drives (as indicated in drawings and project specifications).

8. DESIGN

A. McKinstry shall be responsible for Mechanical, Structural, Ground Loop Heat Exchanger, and Electrical Design for the scope of work. SUBCONTRACTOR shall work with McKinstry engineers to verify equipment location, mounting and isolation details before installation.

9. COMMISSIONING

A. Commissioning to be by Others.

B. Please refer to the Controls Commissioning Roles and Responsibilities attachment for SUBCONTRACTOR commissioning coordination requirements.

10. TRAINING

A. SUBCONTRACTOR shall provide training, as required, for Scope of Work herein.

11. SUBMITTALS AND SCHEDULING

A. SUBCONTRACTOR is liable for damages to McKinstry for Subcontractor’s sole failure to coordinate schedule and/or meet agreed upon durations and completion dates.

B. SUBCONTRACTOR acknowledges that associated work is taking place on this project site concurrently with this scope.

C. Provide coordination drawings as requested by McKinstry.

D. Provide as-built drawings as requested by McKinstry.

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