2024-10PC Bid Document 022924.pdf

REQUEST FOR BID (RFB)

FOR

Air Handlers &

Air Cooled Scroll Compressor Chiller

BID #2024-10PC

Issued by:

Portage County Purchasing Department

Bids must be submitted:

No later than 2:00 PM 03/21/2024 to:

Portage County Purchasing

1462 Strongs Ave Stevens Point WI 54481

LATE BIDS WILL BE REJECTED

There will be a public opening for this Bid

For further information regarding this RFB contact Chris Schultz

At (715) 346-1393 Email: schultzc@co.portage.wi.gov

Issued: 02/29/2024

PORTAGE COUNTY BID #2024-06PC

WISCONSIN PAGE 2 OF 13

TABLE OF CONTENTS

SECTION SUBJECT PAGE #

1. GENERAL INFORMATION AND SCOPE

2. CONTRACT TERM

3. QUESTIONS

4. METHOD OF BID

5. BID SUBMISSION

6. BID RESPONSE REQUIREMENTS

7. METHOD OF AWARD

8. BIDDER/CONTRACTOR QUALIFICATIONS

9. GENERAL SPECIFICATIONS OF VAULT TOILET AND SMALL BUILDING

10. SINGLE UNIT SPECIFICATIONS .......................................... Error! Bookmark not defined.

11. DOUBLE UNIT SPECIFICAITONS ........................................ Error! Bookmark not defined.

12. COUNTY REQUIREMENTS

13. ON SITE SERVICE

14. SUBCONTRACTING OR THIRD PARTY PAYMENTS

15. FIRM PRICES .............................................................................. Error! Bookmark not defined.

16. CONTRACT CANCELLATION

17. APPEALS PROCESS

ATTACHMENT A – SIGNATURE AND AUTHORITY AFFIDAVIT FORM

ATTACHMENT B – REFERENCES SHEET

ATTACHMENT C – BID OFFER FORM

ATTACHMENT D – STANDARD TERMS AND CONDITIONS

ATTACHMENT E – SPECIFICATIONS, EQUIPMENT TECHNICAL DATA

WISCONSIN PAGE 3 OF 13

1. GENERAL INFORMATION AND SCOPE

The County of Portage Wisconsin (County), through its Purchasing Department (Purchasing), requests bids to establish a contract for Air Handlers and Cooling Towers for a Remodeling Project. Portage County desires a contract to purchase Two (2)-Air Handling Units and One (1) Air-Cooled Scroll Compressor Chiller.

The attached Standard Terms and Conditions shall govern this bid unless specifically modified in these bid documents. Conditions of bid that include the word "must" or "shall,” describe a mandatory requirement. All specifications are defined as mandatory minimum requirements unless otherwise stated. If no bidder is able to comply with a given specification or condition of bid, purchasing reserves the right to delete that specification or condition of bid. Failure to meet specification requirements shall disqualify your bid. Vendors may not submit their own contract document as a substitute for these terms and conditions.

Retain a copy of these Bid documents for your files. Should you receive an award, these Bid documents become your contract terms and conditions.

Definitions:

The following definitions are used throughout the RFB documents:

Bidder/Vendor means a company or individual submitting a bid response to this RFB Contractor means bidder awarded the contract County means the County of Portage Wisconsin Purchasing means the County of Portage Purchasing Department RFB means Request for Bid State means the State of Wisconsin VendorNet means the State of Wisconsin’s electronic purchasing information system

2. CONTRACT TERM

Date of award, through equipment delivery. Any extension must be authorized by mutual agreement of the vendor and the County.

3. QUESTIONS

If a vendor discovers any significant ambiguity, error, conflict, discrepancy, omission, or other deficiency in this RFB they shall notify the Procurement Director named below of such error and request a modification or clarification.

Any communications or questions regarding the specifications, or special conditions of bid should be written and submitted to Purchasing as soon as possible, but no later than 2PM on 03/14/2024.

Purchasing will respond to questions if necessary by issuing an official addendum, posted on VendorNet and on the Portage County Website. Bidders are responsible for checking these websites for any addenda before submitting a bid. Failure to acknowledge addenda may disqualify your bid.

https://vendornet.wi.gov/ http://www.co.portage.wi.gov

Any correspondence or questions submitted must include the bid number Submit questions in writing via email to:

Chris Schultz, Procurement Director, e-mail: schultzc@co.portage.wi.gov Phone: 715-346-1393 https://vendornet.wi.gov/ http://www.co.portage.wi.gov/

WISCONSIN PAGE 4 OF 13

4. METHOD OF BID

Bidder must submit the total price as designated. All prices must be submitted in U.S. dollars. Bidder must bid on enclosed bid offer form.

5. BID SUBMISSION

Bidders must submit an original and one copy including all required materials for acceptance of their bid by the date and time listed on the Bid Cover Sheet. Any bids received after that time and date will be rejected. Receipt of a bid by the US mail system does not constitute receipt of a bid by Purchasing, for purposes of this RFB. Also refer to the Bid Response Requirements.

Faxed and e-mailed bids are not accepted. Bids must be forwarded to:

Portage County Purchasing

All bids are to be packaged, sealed, and show the following information on the outside of the package:

-Vendor's Name and Address -Request for Bid Title -Request for Bid Number -Bid Due Date

6. BID RESPONSE REQUIREMENTS

In order for your bid to be considered, the following information must be provided by the due date and time listed on the bid cover page. Include:

6.1 Addendum Cover (Signature) Page(s), if applicable to this bid request

6.2 Signature and Authority Affidavit Form, Attachment A

6.3 References Sheet, Attachment B

6.4 Bid Offer Form, Attachment C

The Signature and Authority Affidavit submitted in response to this RFB must be signed by the person in the Contractor's organization who is responsible for the decision as to the prices being offered in the Bid or by a person who has been authorized in writing to act as agent for the person responsible for the decision on prices and services. Failure to provide these forms/information with your bid submittal may disqualify your bid. The County encourages all bidders to print their submission double-sided to save paper.

7. METHOD OF AWARD

An award will be made on the basis of the lowest total price listed on Line 4 of attachment C for all the requested units. Timeliness of delivery of the units may be considered when making this award.

8. BIDDER/CONTRACTOR QUALIFICATIONS

To be eligible for a contract award, you must be qualified and able to provide the following:

Bidder must supply references of three firms to which similar services have been provided during the past five to a comparable-sized institution or company. If contacted, all of those references must verify that a high level of satisfaction was provided. Use Attachment B to list references.

9. GENERAL SPECIFICATIONS

The following specifications are minimum acceptable requirements. Bid specifications may not be revised without an official written addendum issued by Purchasing.

WISCONSIN PAGE 5 OF 13

9.1 Please See Attachment E for equipment technical data sheets accompanying specifications and proposed zoning plan (for reference only).

9.2 All equipment shall be designed & fabricated in sections to fit through 7'h x 6'w double doors

10. COUNTY REQUIREMENTS

10.1 Delivery will be made by common carrier or bidder's truck, with unloading to be performed by the

Project's HVAC contractor and carton(s) transported to the service entrance at 817 Whiting Ave, Stevens Point, WI. Bid prices should include all packing, transportation, fuel, insurance charges and installation/operation manuals and start-up support services.

10.2 The equipment supplier is required for submittals (shop drawings, wiring diagrams, product data, etc.), lead times (lead time to have submittals submitted for approval & lead time for delivery after approved submittals), number of deliveries and/or crates, coordination with the Project's HVAC contractor, Controls Contractor, Electrical Contractor, and Construction Manager as required, Manufacturer's Rep at equipment start-up and support. The equipment supplier is also responsible for all insurance and liabilities on the ordered items, up to the delivery of equipment and acknowledgment by the receiving contractor.

10.3 If requested by Portage County or Construction Manager the awarded firm agrees to allow a site visit of the firm's fabrication facility.

11. ON SITE SERVICE

In carrying out the scope of this contract, the Contractor shall be required to perform services on County property. Bidders must include all transportation and insurance charges. Failure to include these costs may disqualify your bid.

12. SUBCONTRACTING OR THIRD-PARTY PAYMENTS

All subcontracting shall be pre-approved by the County before any work begins. Subcontractors must abide by all terms and conditions of the contract. The prime contractor shall be responsible for all subcontractor(s) work and payment. The County will not pay any subcontractor or third parties directly.

13. CONTRACT CANCELLATION

This Contract may be terminated by either party under the following conditions:

13.1 The County may terminate the contract at any time at its sole discretion by delivering 30 days written notice to the contractor.

If the problem is service performance, contractor will be warned either verbally or in writing of unsatisfactory performance and intent to cancel this contract. Contractor will be given a period of time to ‘cure’ the performance. If the performance does not improve contractor will be given 30 days written notice that the contract will be cancelled.

Upon termination, the County’s liability will be limited to the pro rata cost of the services performed as of the date of termination.

13.2 If at any time the contractor’s performance threatens the health and/or safety of the County or the public, the County has the right to cancel and terminate the Contract without notice.

13.3 If the Contractor fails to maintain and keep in force the insurance as required, he County has the right to cancel and terminate the Contract without notice.

WISCONSIN PAGE 6 OF 13

14. APPEALS PROCESS

Notices of intent to protest and protests must be made in writing. Protestors should make their protests as specific as possible and should identify Wisconsin Statutes or Portage County Ordinance provisions that are alleged to have been violated.

The written notice of intent to protest the intent to award a contract must be filed with Chris Schultz, Procurement Director, Portage County Wisconsin, 1462 Strongs Ave, Stevens Point, WI 54481, and received in his office no later than five (5) working days after the notice of intent to award is issued.

The written protest must be received in his office no later than ten (10) working days after the notice of intent to award is issued.

The decision of the Procurement Director may be appealed to the Corporation Counsel Office within (5) working days of issuance. The appeal must allege a violation of a Wisconsin Statute or a Portage County Ordinance provision.

WISCONSIN PAGE 7 OF 13

ATTACHMENT A

SIGNATURE AND AUTHORITY AFFIDAVIT FORM

BIDDING COMPANY NAME: _________________________________________________________

FEIN (Federal Employer ID Number) OR Social Security # (if Sole Proprietorship)

Address: __________________________________________________________________________

City ____________________________ State ________ Zip + 4 _______________________

Number of years in Business _______

Name the person to contact for questions concerning this bid.

Name __________________________ Title ______________________________

Phone ( ) ______________________ Toll Free Phone ( ) __________________________

Fax ( ) ______________________ Email Address ___________________________

In signing this bid, we also certify that we have not, either directly or indirectly, entered into any agreement or participated in any collusion or otherwise taken any action in restraint of free competition; that no attempt has been made to induce any other person or firm to submit or not to submit a bid; that this bid has been independently arrived at without collusion with any other bidder, competitor or potential competitor; that this bid has not been knowingly disclosed prior to the opening of bids to any other bidder or competitor; that the above statement is accurate under penalty of perjury.

The undersigned, having familiarized themselves with the conditions affecting the cost of the work, having read completely the specifications, hereby proposes to perform everything required and to provide and furnish labor, materials, equipment, tools and all other services and supplies necessary to produce in a complete and workmanlike manner all of the materials or products described in the specifications relating to this Bid.

I further certify that I have carefully examined he bid documents and all terms herein, and site where the work is to be done and have no agreements to prevent the completion of said work.

Signature Title

Name (type or print) Date

This firm herby acknowledges receipt / review of the following addendum(s) (If any)

Addendum #_____ Addendum #_____Addendum #_____Addendum #_____

WISCONSIN PAGE 8 OF 13

ATTACHMENT B

REFERENCES

Vendor: _______________________________________________________________________

Provide company name, address, contact person, telephone number, and appropriate information on the product(s) and/or service(s) provided to customers similar to those requested in this solicitation document.

Potential subcontractors cannot be references. Any subcontractor arrangement for the completion of this work shall be listed on a separate page.

Company Name: _________________________________________________________________________

Address (include Zip + 4) ____________________________________________________________________

Contact Person: ____________________________________ Phone No. __________________________

E-Mail Address: __________________________________________________________________________

Product(s) Used and/or Service(s) Provided: ____________________________________________________

Company Name: _________________________________________________________________________

Address (include Zip + 4) ____________________________________________________________________

Contact Person: ____________________________________ Phone No. __________________________

E-Mail Address: __________________________________________________________________________

Product(s) Used and/or Service(s) Provided: ____________________________________________________

Company Name: _________________________________________________________________________

Address (include Zip + 4) ____________________________________________________________________

Contact Person: ____________________________________ Phone No. __________________________

E-Mail Address: __________________________________________________________________________

Product(s) Used and/or Service(s) Provided: ____________________________________________________

Company Name: _________________________________________________________________________

Address (include Zip + 4) ____________________________________________________________________

Contact Person: ____________________________________ Phone No. __________________________

E-Mail Address: __________________________________________________________________________

Product(s) Used and/or Service(s) Provided: ____________________________________________________

WISCONSIN PAGE 9 OF 13

ATTACHMENT C

BID OFFER FORM

Vendor:______________________________________________________________

Line # Description Price per Unit

AHU-1 EC Array as outlined in the project specifications.

AHU-2 EC Array as outlined in the project specifications.

3 CH-1 Air-Cooled Scroll Compressor Chiller

Total Cost of All Products and Services

State the lead time and delivery of the proposed equipment including review and approval of shop drawings and supporting documents:

Lead time for submittals after receipt of PO (days): ____________

Lead time for equipment after approved submittals:

AHU-1 & 2 (weeks): _____________ CH-1 (weeks):__________________

Please provide a statement on how much flexibility the county will have in requesting the delivery of the unit:

WISCONSIN PAGE 10 OF 13

ATTACHMENT D

STANDARD TERMS AND CONDITIONS

1.0 SPECIFICATIONS: The specifications in this request are the minimum acceptable. When specific manufacturer and model numbers are used, they are to establish a design, type of construction, quality, functional capability and/or performance level desired, unless otherwise specified. When alternates are bid/proposed, they must be identified by manufacturer, stock number, and such other information necessary to establish an acceptable equivalency. The County shall be the sole and final judge of equivalency.

2.0 HOW TO AMEND A REQUEST FOR BID, PROPOSAL OR QUOTE:

2.1 Public Works Projects are subject to Wis Stats 66.0901(5): If a person submits a bid or proposal for the performance of public work under any public contract to be let by a municipality and the bidder claims that a mistake, omission or error has been made in preparing the bid, the bidder shall, before the bids are opened, make known the fact that an error, omission or mistake has been made. If the bidder makes this fact known, the bid shall be returned to the bidder unopened and the bidder may not bid upon the public contract unless it is re-advertised and relet upon the re-advertisement. If a bidder makes an error, omission or mistake and discovers it after the bids are opened, the bidder shall immediately and without delay give written notice and make known the fact of the mistake, omission or error which has been committed and submit to the municipality clear and satisfactory evidence of the mistake, omission or error and that it was not caused by any careless act or omission on the bidder's part in the exercise of ordinary care in examining the plans or specifications and in conforming with the provisions of this section. If the discovery and notice of a mistake, omission or error causes a forfeiture, the bidder may not recover the moneys or certified check forfeited as liquidated damages unless it is proven before a court of competent jurisdiction in an action brought for the recovery of the amount forfeited, that in making the mistake, error or omission the bidder was free from carelessness, negligence or inexcusable neglect.

2.2 Non-Public Work Projects: After a Request for Bid/Proposal/Quote has been filed with the Portage County Purchasing

Department, the responder may submit an amended response BEFORE THE DUE DATE AND TIME set in the request. All the conditions and provisions of the original Bid/Proposal/Quote will be in effect. No submittals or amendments will be accepted after the due date and time of the request. This does not preclude the County from requesting additional information and/or clarification.

3.0 DEVIATIONS AND EXCEPTIONS: Deviations and exceptions from original text, terms, conditions, or specifications shall be described fully, on the bidder's/proposer's letterhead, signed, and attached to the request. In the absence of such statement, the bid/proposal shall be accepted as in strict compliance with all terms, conditions, and specifications and the bidders/proposers shall be held liable.

4.0 QUALITY: Unless otherwise indicated in the request, all material shall be new, newest model year, and free from defects.

Items which are used, demonstrators, obsolete, seconds, or which have been discontinued are unacceptable without prior written approval by the County.

5.0 QUANTITIES: The quantities shown on this request are based on estimated needs. The County reserves the right to increase or decrease quantities to meet actual needs.

6.0 DELIVERY: Deliveries shall be F.O.B. destination freight prepaid and included unless otherwise specified.

7.0 PRICING AND DISCOUNT: The County qualifies for governmental discounts. Unit prices shall reflect these discounts.

7.1 Unit prices shown on the bid/proposal or contract shall be the price per unit of sale (e.g., gal., cs., doz., ea.) as stated on the request or contract. For any given item, the quantity multiplied by the unit price shall establish the extended price; the unit price shall govern in the bid/proposal evaluation.

7.2 Prices established in continuing agreements and term contracts may be lowered due to general market conditions.

WISCONSIN PAGE 11 OF 13

8.0 RESPONSES TO REMAIN OPEN: Responses must remain open and will be deemed to be open and subject to acceptance until awarding of the bid/proposal is finalized, or a minimum of sixty (60) days unless otherwise specified.

9.0 ACCEPTANCE-REJECTION: The County reserves the right to accept or reject any or all bids/proposals, to waive any technicality in any bid/proposal submitted, request clarification of any bid/proposal, award a bid/proposal that is not the lowest price, and to accept any part of a bid/proposal as deemed to be in the best interests of the County.

10.0 GUARANTEED DELIVERY: Failure of the Contractor to adhere to delivery schedules as specified or to promptly replace rejected materials shall render the Contractor liable for all costs in excess of the contract price when alternate procurement is necessary. Excess costs shall include the administrative costs and other costs attributable to the delay.

11.0 CONTRACT AND EXECUTION OF CONTRACT: Unless otherwise specified in the bid/proposal, the successful responder agrees to enter into a contract, a copy of which will be on file in the office of the Portage County Purchasing Department. Contractor shall and will well and truly execute and perform this contract under the terms applicable to the satisfaction of the County, and shall promptly make payment to each and every person or party entitled thereto of all the claims for work or labor performed and materials furnished in the performance of this contract.

12.0 ENTIRE AGREEMENT: These Standard Terms and Conditions shall apply to any contract or order awarded as a result of this request except where special requirements are stated elsewhere in the request; in such cases, the special requirements shall apply. Further, the written contract and/or order with referenced parts and attachments shall constitute the entire agreement and no other terms and conditions in any document, acceptance, or acknowledgment shall be effective or binding unless expressly agreed to in writing by the County.

13.0 APPLICABLE LAW AND COMPLIANCE: This contract shall be governed under the laws of the State of Wisconsin. The

Contractor shall at all times comply with and observe all federal and state laws, local laws, ordinances, and regulations which are in effect during the period of this contract and which in any manner affect the work or its conduct. The County reserves the right to cancel this contract if the contractor fails to follow the requirements of s. 77.66, Wis. Stats., and related statutes regarding certification for collection of sales and use tax. The County also reserves the right to cancel this contract with any state or federally debarred contractor or a contractor that is presently identified on the list of parties excluded from federal procurement and non-procurement contracts.

14.0 LICENSES AND PERMITS: Contractor shall have and/or provide any and all licenses and permits required to perform the work specified and furnish proof of such licensing authorization and permits with their bids if required.

15.0 ASSIGNMENT: No right or duty in whole or in part of the Contractor under this contract may be assigned or delegated without the prior written consent of the County.

16.0 NONEXCLUSIVE CONTRACT: Unless otherwise stated, the County reserves the right to purchase work or materials outside of this contract.

17.0 NONDISCRIMINATION & AFFIRMATIVE ACTION: In connection with the performance of work under this contract, the

Contractor agrees not to discriminate against any employee or applicant for employment because of age, race, religion, color, handicap, sex, physical condition, developmental disability as defined in s. 51.01(5), Wis. Stats., sexual orientation, gender identity and gender expression, or national origin. This provision shall include, but not be limited to, the following:

employment, upgrading, demotion or transfer; recruitment or recruitment advertising; layoff or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship.

18.0 INDEPENDENT CAPACITY: The parties hereto agree that the contractor, its officers, agents, and employees, in the performance of this agreement shall act in the capacity of an independent contractor and not as an officer, employee, or agent of the County. The contractor agrees to take such steps as may be necessary to ensure that each subcontractor of the contractor will be deemed to be an independent contractor and will not be considered or permitted to be an agent, servant, joint venturer, or partner of the County.

WISCONSIN PAGE 12 OF 13

19.0 SAFETY REQUIREMENTS: All materials, equipment, and supplies provided to the County must comply fully with all safety requirements as set forth by the Wisconsin Administrative Code and all applicable OSHA Standards.

20.0 WARRANTY: Unless otherwise specifically stated, equipment purchased as a result of this request shall be warranted against defects by the Contractor for one (1) year from date of receipt. The equipment manufacturer's standard warranty shall apply as a minimum and must be honored by the Contractor.

21.0 INSURANCE RESPONSIBILITY: If insurance is required, satisfactory proof of the existence and carriage of such insurance of the kinds and limits specified will be required.

22.0 CANCELLATION: The County reserves the right to cancel any contract in whole or in part without penalty due to non-appropriation of funds or for failure of the contractor to comply with terms, conditions, and specifications of this contract.

23.0 VENDOR TAX DELINQUENCY: Vendors who have a delinquent Portage County tax liability may have their payments offset by the County.

24.0 OPEN RECORDS: Both parties understand that the County is bound by the Wisconsin Public Records Law, and as such, responses and contracts are subject to and conditioned on the provisions of the law. Contractor acknowledges that it is obligated to assist the County in retaining and producing records that are subject to Wisconsin Public Records Law, and that the failure to do so shall constitute a material breach of the contract, and that the Contractor must defend and hold the County harmless from liability under that law. Except as otherwise authorized, those records shall be maintained for a period of seven (7) years after receipt of final payment under the contract.

25.0 MATERIAL SAFETY DATA SHEET: If any item(s) on an order(s) resulting from this award(s) is a hazardous chemical, as defined under 29CFR 1910.1200, the Contractor shall provide one (1) copy of a Material Safety Data Sheet for each item with the shipped container(s) and one (1) copy with the invoice(s).

26.0 ADVERTISING AND NEWS RELEASES: Reference to or use of the County, any of its departments, officials, or employees, for commercial promotion is prohibited. News releases pertaining to this procurement shall not be made without prior approval of the County. Release of broadcast e-mails pertaining to this procurement shall not be made without prior written authorization of the County.

27.0 HOLD HARMLESS: The Contractor will indemnify, pay the cost of defense including attorney’s fees, and save harmless the County and all of its officers, agents and employees from all suits, actions, or claims of any character directly related to any injuries or damages to any persons or property resulting from the operations of the contractor, or of any of its contractors, in prosecuting work under this agreement.

28.0 FOREIGN CORPORATION: A foreign corporation (any corporation other than a Wisconsin corporation) which becomes a party to this contract is required to conform to all the requirements of Chapter 180, Wis. Stats., relating to a foreign corporation and must possess a certificate of authority from the Wisconsin Department of Financial Institutions, unless the corporation is transacting business in interstate commerce or is otherwise exempt from the requirement of obtaining a certificate of authority. Any foreign corporation which desires to apply for a certificate of authority should contact the Department of Financial Institutions, Division of Corporation, P. O. Box 7846, Madison, WI 53707-7846; telephone (608) 261- 7577.

29.0 FORCE MAJEURE: Neither party shall be in default by reason of any failure in performance of this contract in accordance with reasonable control and without fault or negligence on their part. Such causes may include, but are not restricted to, acts of nature or the public enemy, acts of the government in either its sovereign or contractual capacity, fires, floods, epidemics, quarantine restrictions, strikes, freight embargoes and unusually severe weather, but in every case the failure to perform such must be beyond the reasonable control and without the fault or negligence of the party.

WISCONSIN PAGE 13 OF 13

SPECIFICATIONS,

EQUIPMENT TECHNICAL

DATA

ATTACHMENT E-

Ruth Gilfry Facility Remodel & Repair HEATING, VENTILATION, PROJECT 77020 23 30 01 - 1 & AIR CONDITIONING EQUIPMENT

SECTION 23 30 01

HEATING, VENTILATION, & AIR CONDITIONING EQUIPMENT

PART 1 - GENERAL

1.01 DESCRIPTION

A. Work Included:

1. Heating, ventilating, and air conditioning required for this work is indicated on the drawings and includes, but is not necessarily limited to:

a. Responsibility for operation, startup and guarantee of installed systems and equipment.

b. All necessary permits and approvals associated with installation of this work.

c. Provide dampers, if so indicated, under Equipment Specifications. Note that at least one damper motor must be provided for each 48 inch x 48 inch damper unless other motors are already indicated to meet the required function of the dampers.

d. Install all automatic dampers. Dampers shall be set free of binding. Frames of dampers shall not be used to square duct work and shall be caulked for tight seal. Access doors or panels shall be furnished and installed by sheet metal workers to allow access to automatic control dampers.

e. Assemble multiple section dampers with required interconnecting linkages, shafts and brackets and extend the required number of shafts through the ducts for externally-mounted damper motors. Jack shafts will be assembled with sealed roller or ball bearings of stainless steel construction.

f. Include one set of spare air handling system filters for startup. After operating systems, and balancing airflow, replace with clean filters prior to turning over facility to owner.

g. Startup and coordination with Testing and Balancing (TAB) Contractor.

1.02 QUALITY ASSURANCE

A. Qualifications of Installers:

1. For the actual fabrication, installation, and testing of work under this section, use only thoroughly and experienced workmen completely familiar with the items required and the manufacturer's current recommended methods of installation.

2. In acceptance or rejection of the finished installation, no allowance will be made for lack of skill on the part of installers.

B. Codes and Standards:

1. In addition to complying with all pertinent codes and regulations, comply with all pertinent recommendations contained in "Duct Construction Standards" 2005 edition, as published by the Sheet Metal and Air Conditioning Contractors Association (SMACNA), on all systems.

2. Comply with NFPA 90A, UL Standard 181, and SMACNA.

3. ASHRAE Handbook, particularly most recent Systems Volume Chapter on Sound and Vibration Control.

1.03 SUBMITTALS

A. Shop Drawings:

1. Within 7 days after award of contract, and before any materials of this section are delivered to the job site, submit complete shop drawings to the Architect/Engineer in accordance with the provisions of Section 01 33 00 of the General Requirements.

B. Materials List:

JimT Text Box Attachment E

PROJECT 77020 23 30 01 - 2 & AIR CONDITIONING EQUIPMENT

1. Accompanying the shop drawings, submit a complete list of all materials proposed to be furnished and installed under this section, giving manufacturer's name and catalog number for each item; this shall in no way be construed as permitting substitution except as specifically provided in Section 01 33 00 of the General Requirements.

C. As-Built Drawings:

1. During progress of the work, maintain an accurate record of all changes made in the system from the layout and materials shown on the approved submittals or plans.

1.04 PRODUCT HANDLING

A. Protection:

1. Use all means necessary to protect the materials of this section before, during, and after installation and to protect the installed work and materials of all other trades.

B. Replacements:

1. In the event of damage caused by this contractor, immediately make all repairs and replacements necessary to the approval of the Architect/Engineer and at no additional cost to the Owner.

PART 2 - PRODUCTS

2.01 EQUIPMENT

A. General:

1. All equipment shall be of the capacity and type shown on the equipment schedule in the drawings and shall be as manufactured by one of the manufacturers designated herein or shall be an equal approved in advance by the Architect/Engineer.

B. Single Source:

1. For ease of maintenance and parts replacement, use equipment of a single manufacturer to the maximum extent possible.

2. Indicate on proposal form the equipment manufacturers to be used on this project.

2.02 AIR HANDLING UNIT (AHU-#)

A. The following manufacturers are approved for use. Alternates must be submitted to AE for prior approval.

1. Trane

2. York-JCI

3. Carrier

4. Temtrol

5. AAON

6. Daikin

B. GENERAL DESCRIPTION

1. Configuration: Fabricate as detailed on drawings.

2. Performance: Conform to AHRI 430. See schedules on prints. (NOTE: above does not apply to fan array)

3. Acoustics: Sound power levels (dB) for the unit shall not exceed the specified levels shown on the unit schedule. The manufacturer shall provide the necessary sound treatment to meet these levels if required.

4. Mechanical contractor shall provide vibration isolators for all air handling units.

C. UNIT CONSTRUCTION

1. Fabricate unit with heavy gauge channel posts and panels secured with mechanical fasteners. All panels, access doors, and ship sections shall be sealed with permanently

JimT

PROJECT 77020 23 30 01 - 3 & AIR CONDITIONING EQUIPMENT

applied bulb-type gasket. Shipped loose gasketing is not allowed.

2. Panels and access doors shall be constructed as a 2-inch nominal thick; thermal broke double wall assembly, injected with foam insulation with an R-value of not less than R- 13.

3. The inner liner shall be constructed of 20 gauge galvanized steel.

4. The outer panel shall be constructed of 20 gauge galvanized steel.

5. The floor plate shall be constructed as specified for the inner liner.

6. Unit will be furnished with solid inner liners.

7. Panel deflection shall not exceed L/240 ratio at 125% of design static pressure, maximum 5 inches of positive or 6 inches of negative static pressure. Deflection shall be measured at the panel midpoint.

8. The casing leakage rate shall not exceed .5 cfm per square foot of cabinet area at 5 inches of positive static pressure or 6 inches of negative static pressure (.0025 m3/s per square meter of cabinet area at 1.24 kPa static pressure).

9. Module to module field assembly shall be accomplished with an overlapping, full perimeter internal splice joint that is sealed with bulb type gasketing on both mating modules to minimize on-site labor and meet indoor air quality standards.

10. Access doors shall be flush mounted to cabinetry, with minimum of two six inch long stainless steel piano-type hinges, latch and full size handle assembly. Access doors shall swing outward for unit sections under negative pressure. Access doors on positive pressure sections, shall have a secondary latch to relieve pressure and prevent injury upon access.

a. Provide access windows at access door locations.

11. A 6-inch formed G60 galvanized steel base rail shall be provided by the unit manufacturer for structural rigidity and condensate trapping. The base rail shall be constructed with 12-gauge nominal for unit sizes 003 - 035 and 10-gauge nominal for unit sizes 040 - 090. The following calculation shall determine the required height of the base rail to allow for adequate drainage. Use the largest pressure to determine base rail height. [(Negative)(Positive) static pressure (in)] (2) + 4” = required base rail height.

Should the unit base rail not be factory supplied at this height, the contractor is required to supply a steel rails, or a concrete housekeeping pad to make up the difference. Steel rails shall be designed by a structural engineer.

12. Construct drain pans from stainless steel with cross break and double sloping pitch to drain connection. Provide drain pans under cooling coil section. Drain connection centerline shall be designed in accordance with manufacturers requirements and in such a way to aid in proper condensate trapping. Drain connections that protrude from the base rail are not acceptable. There must be a full 2’’ thickness of insulation under drain pan.

D. FAN ASSEMBLIES

1. Acceptable fan assemblies shall include direct driven, plenum constructed per AMCA requirements for the duty specified class III as required. Class I fans are not acceptable.

Fan wheels shall be aluminum construction and rated in accordance with and certified by AMCA for performance. All fans shall be selected to deliver the specified airflow quantity at the specified operating Total Static Pressure and specified fan/motor speed.

The fan shall be selected to operate at a system Total Static Pressure that does not exceed 90% of the specified fan’s peak static pressure producing capability at the specified fan/motor speed. Fan assemblies shall be dynamically balanced by the manufacturer on all three planes. Provide access to motor and fan assembly through hinged access door.

2. Fan and motor shall be mounted internally on a steel base. Factory mount motor on slide base that can be slid out the side of the unit if removal is required. Provide access to motor, drive, and bearings through hinged access door. Fan and motor assembly shall be mounted on 2" deflection spring vibration type isolators inside cabinetry.

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PROJECT 77020 23 30 01 - 4 & AIR CONDITIONING EQUIPMENT

3. All motors in the shall be provided with individual Motor Protection for thermal overload protection. All motor circuit protectors can be located in starting device enclosure or, if required by design, in a separate enclosure. Motor circuit protector enclosure must be located per manufactures requirements. Provide remote indication by means of aux contacts wired in series.

E. BEARINGS, SHAFTS, AND DRIVES

1. Bearings: Basic load rating computed in accordance with AFBMA - ANSI Standards.

The bearings shall be designed for service with an L-50 life of 200,000 hours and shall be a heavy duty pillow block, self-aligning, grease-lubricated ball or spherical roller bearing type.

2. Bearings: Basic load rating computed in accordance with AFBMA - ANSI Standards.

The bearings shall be provided on the motor with the fan wheel mounted directly on the motor shaft, AMCA arrangement 4.

3. Shafts shall be solid, hot rolled steel, ground and polished, keyed to shaft, and protectively coated with lubricating oil. Hollow shafts are not acceptable.

4. V-Belt drives shall be cast iron or steel sheaves, dynamically balanced, bored to fit shafts and keyed. Fixed sheaves, matched belts, and drive rated based on motor horsepower. Minimum of 2 belts shall be provided on all fans with 10 HP motors and above. Standard drive service factor minimum shall be 1.1 S.F. for 1/4 HP – 7.5 HP, 1.3 S.F. for 10 HP and larger, calculated based on fan brake horsepower.

5. The fan wheel shall be direct coupled to the motor shaft. The wheel width shall be determined by motor speed and fan performance characteristics.

F. ELECTRICAL

1. Fan motors shall be manufacturer provided and installed, Open Drip Proof, premium efficiency (meets or exceeds EPA requirements), 1750 RPM, single speed, 460V/60HZ/3P. Complete electrical characteristics for each fan motor shall be as shown in schedule.

2. The air handler(s) shall be ETL and ETL-Canada listed by Intertek Testing Services, Inc. Units shall conform to bi-national standard ANSI/UL Standard 1995/CSA Standard C22.2 No. 236.

3. Wiring Termination: Provide terminal lugs to match branch circuit conductor quantities, sizes, and materials indicated. Enclosed terminal lugs in terminal box sized to NFPA 70.

4. Manufacturer shall provide ASHRAE 90.1 Energy Efficiency equation details for individual equipment to assist Building Engineer for calculating system compliance.

5. Installing contractor shall provide GFI receptacle within 25 feet of unit to satisfy National Electrical Code requirements.

6. Provide service lights inside access portions of air handling unit.

7. All electrical connection components shall be field provided and mounted as shown on project schedule.

G. HOT / CHILLED WATER COILS

1. Certification - Acceptable water coils are to be certified in accordance with ARI

Standard 410 and bear the ARI label. Coils exceeding the scope of the manufacturer’s certification and/or the range of ARI’s standard rating conditions will be considered provided the manufacturer is a current member of the ARI Air-Cooling and Air-Heating Coils certification programs and that the coils have been rated in accordance with ARI Standard 410. Manufacturer must be ISO 9002 certified.

2. Headers shall consist of seamless copper tubing to assure compatibility with primary surface. Headers to have intruded tube holes to provide maximum brazing surface for tube to header joint, strength, and inherent flexibility. Header diameter should vary with fluid flow requirements.

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PROJECT 77020 23 30 01 - 5 & AIR CONDITIONING EQUIPMENT

3. Fins shall have a minimum thickness of aluminum plate construction. Fins shall have full drawn collars to provide a continuous surface cover over the entire tube for maximum heat transfer. Tubes shall be mechanically expanded into the fins to provide a continuous primary to secondary compression bond over the entire finned length for maximum heat transfer rates. Bare copper tubes shall not be visible between fins.

4. Coil tubes shall be seamless copper, expanded into fins, brazed at joints. Soldered U-bends shall be provided to minimize the effects of erosion and premature failure having a minimum tube wall thickness of .025”.

5. Vent and drain fittings shall be furnished on the connections, exterior to the air handler. Vent connections provided at the highest point to assure proper venting.

Drain connections shall be provided at the lowest point to insure complete drainage and prevent freeze-up.

6. Coil casings shall be a formed channel frame of galvanized steel or stainless steel.

Any units having an outdoor air percentage over 20% shall be stainless steel.

H. FILTERS

1. Furnish flat filter in mixing box section with 2-inch filter (MERV 8 Minimum). Provide side loading and removal of filters.

2. Furnish flat panel filter section with 2-inch filter (MERV 8 Minimum). Provide side loading and removal of filters.

3. Filter media shall be UL 900 listed, Class I or Class II.

4. Filter Magnehelic gauge(s) shall be furnished and mounted by others.

I. ADDITIONAL SECTIONS

1. Access section shall be provided for access between components.

2.03 OTHER MATERIALS

A. All other materials not specifically described or listed but required for a complete and proper installation of the work of this section, shall be as selected by the Contractor, subject to the approval of the Architect/Engineer.

PART 3 - SURFACE CONDITIONS

A. Inspection:

1. Prior to all work of this section, carefully inspect the installed work of all other trades and verify that all such work is complete to the point where this installation may properly commence.

2. Verify that the work of this section may be installed in accordance with all pertinent codes and regulations and the approved shop drawings.

B. Discrepancies:

1. In the event of discrepancy, immediately notify the Architect/Engineer.

2. Do not proceed with installation in areas of discrepancy until all such discrepancies have been fully resolved.

C. Field Measurement:

1. Measurements of actual field conditions must be made by contractor to verify equipment and ductwork installation requirements.

3.02 INSTALLATION OF EQUIPMENT

A. General:

1. Install all equipment where indicated on the approved shop drawings.

2. Avoid interference with structure and the work of other trades; do not cut into load carrying members without the specific approval of the Architect/Engineer.

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PROJECT 77020 23 30 01 - 6 & AIR CONDITIONING EQUIPMENT

B. Inspection:

1. Check each piece of equipment in the system for defects, verifying that all parts are properly furnished and installed, that all items function properly, and that all adjustments have been made.

3.03 AIR HANDLING SYSTEMS (AHUs)

A. Startup Services

1. Engage a factory-authorized service representative to perform startup service.

2. Final Checks before Startup: Perform the following:

a. Verify that shipping, blocking, and bracing are removed.

b. Verify that unit is secure on mountings and supporting devices and that connections to piping, ducts, and electrical systems are complete. Verify that proper thermal-overload protection is installed in motors, starters, and disconnect switches.

c. Perform cleaning and adjusting specified in this Section.

d. Verify proper motor rotation direction and verify free fan wheel rotation and smooth bearing operations.

e. Lubricate bearings, pulleys, belts, and other moving parts with factory-recommended lubricants.

f. Comb coil fins for parallel orientation.

g. Install clean filters.

h. Verify that manual and automatic volume control and fire and smoke dampers in connected duct systems are in fully open position.

3. Starting procedures for air-handling units include the following:

a. Energize motor; verify proper operation of motor, drive system, and fan wheel.

Adjust fan to indicated rpm.

b. Measure and record motor electrical values for voltage and amperage.

c. Manually operate, control valves and dampers from fully closed to fully open position and record performance.

d. Fully operate unit in all operating modes to demonstrate control system is operating correctly, demonstrate this for owner and owner’ representative.

4. Refer to Section 230593 "Testing, Adjusting, and Balancing for HVAC", for additional information, and coordinate final start up procedures with the factory.

B. Adjusting

1. Adjust damper linkages for proper damper operation.

C. Cleaning

1. Clean air-handling units internally, on completion of installation, according to manufacturer's written instructions. Clean fan interiors to remove foreign material and construction dirt and dust. Vacuum clean fan wheels, cabinets, and coils entering air face.

2. After completing system installation and testing, adjusting, and balancing air- handling and air-distribution systems, clean filter housings and install new filters.

D. Demonstrated

1. Engage a factory-authorized service representative to train Owner's maintenance personnel to adjust, operate, and maintain air-handling units. A minimum of one day training shall be allocated for owner training. This training time does not include controls start up. Refer to division 23 09 00 for information related to controls.

END OF SECTION

JimT

PROJECT 77020 23 30 01 - 7 & AIR CONDITIONING EQUIPMENT

Ruth Gilfry Facility Remodel & Repair

PROJECT 77020 23 60 00 - 1 PRIMARY COOLING EQUIPMENT

SECTION 23 60 00

PRIMARY COOLING EQUIPMENT

PART 1 - GENERAL

1.01 SUMMARY

A. Section Includes:

1. Air cooled chiller with remote evaporator specification and requirements for cooling systems

2. Specification of an item in this or any other section shall not relieve Contractor from providing all items necessary for a complete and functional system.

1.02 SUBMITTALS

A. Shop Drawings:

1. Within 7 days after award of contract, and before any of the materials of this section are delivered to the job site, submit complete shop drawings to the Engineer in accordance with the provisions of these specifications.

2. For each chiller shall include, but are not limited to:

a. Manufacturer’s name.

b. Capacities and ranges.

c. Plan equipment number.

d. Manufacturer’s model number.

e. Sound data.

f. Materials of construction.

g. Temperature and pressure ratings.

h. Dimensions and weights.

i. Wiring diagrams.

j. Manufacturer’s installation instructions.

k. All other appropriate data.

3. Provide refrigeration piping drawings prepared for each system. Drawings shall include location of major equipment, pipe sizes, configuration, lengths, elevations, circuitry of evaporators, and location and capacity data for refrigeration specialties.

B. Operation and Maintenance Data:

1. Manufacturer shall provide services of factory trained field representative to approve installation; startup, test and adjust for proper operation.

2. Instruction of Owner’s representative in operation and maintenance of equipment shall also be included.

3. Upon completion of this service, submit complete report signed by manufacturer’s representative, including startup and test log.

4. Manufacturer shall include additional 4 year compressor warranty for all reciprocating compressors.

1.03 QUALITY ASSURANCE

A. Use only new materials free of defects, rust or scale.

B. Design and drawings were based on one of the acceptable manufacturers listed in this specification. Where requirements of equipment differ from equipment on which design is based, this Contractor shall be responsible for coordinating requirements of equipment with other contractors involved. This contractor shall be responsible for all costs involved with such coordination.

JimT

PROJECT 77020 23 60 00 - 2 PRIMARY COOLING EQUIPMENT

1.04 PRODUCT HANDLING

A. Protection:

1. Contractor shall make provisions to keep chiller and related accessories in first quality condition.

B. Replacements:

1. In the…