230800-RIB-Commissioning of HVAC-12-24-2025.pdf

PDF 88 KB Posted

Attached to
CBI GJ HVAC/Lighting Upgrade Project
Solicitation number
IFB1 REAA 2027000005 3
Issued by
Morgan County, Colorado

About this file

This is a specification document for the Commissioning of HVAC systems as part of Project 25-388, a CBI HVAC and Lighting Upgrade. The scope of work encompasses commissioning activities for HVAC control systems, variable frequency drives, special ventilation systems including fume hoods and laboratory pressurization, and other equipment explicitly identified in the contract documents. The Contractor is responsible for commissioning activities related to the systems and equipment they install, while the Commissioning Provider (CxP) directs and coordinates all commissioning activities and provides Prefunctional Checklists and Functional Test Procedures. Specific deliverables include detailed Prefunctional Checklists for control systems covering hardware verification, program downloads, operational checks, sensor and actuator calibration procedures, instrumentation requirements, and coordination with Testing, Adjusting, and Balancing (TAB) contractors. The Contractor must submit startup reports, trend logs, and comprehensive HVAC Control System Operation and Maintenance manuals organized with specific tabbed sections including sequences of operation, control drawings, points lists, software programs, and maintenance instructions.

The Contractor must provide all standard testing equipment required for startup and functional performance testing, with equipment-specific tools becoming the property of the Owner at no extra cost. Functional testing includes demonstration of setpoint changing features, sensor calibrations, scheduling functionality, graphic screens, time synchronization across field panels and central computers, power failure and battery backup functions, fire alarm interlocks, and all control strategies and sequences. Training requirements include eight hours of HVAC Control System training in three phases: basic control system operation (eight hours), on-site hands-on integration training after Functional Testing completion (eight hours), and post-occupancy training six months after occupancy (four hours). The Contractor must coordinate commissioning activities with the TAB schedule, ensure all Prefunctional Checklists and component Functional Tests are completed and approved by the CxP prior to TAB initiation, and demonstrate system operation and maintenance to Owner personnel with repeat demonstrations if the system fails to perform as documented.

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25-388 CBI HVAC and Lighting Upgrade 230800 - 1 Commissioning of HVAC

SECTION 230800

COMMISSIONING OF HVAC

PART 1 GENERAL

1.01 SUMMARY

A. See Section 019113 - General Commissioning Requirements for overall objectives; comply with the requirements of Section 019113.

B. This section covers the Contractor's responsibilities for commissioning; each subcontractor or installer responsible for the installation of a particular system or equipment item to be commissioned is responsible for the commissioning activities relating to that system or equipment item.

C. The Commissioning Provider (CxP) directs and coordinates all commissioning activities and provides Prefunctional Checklists and Functional Test Procedures for Contractor's use.

D. The systems to be commissioned, including commissioning activities for the following specific items:

1. Control system.

2. Variable frequency drives.

3. Special Ventilation:

a. Fume hoods.

b. Laboratory pressurization.

c. Specialty fans.

4. Other equipment and systems explicitly identified elsewhere in Contract Documents as requiring commissioning.

5. Indoor Air Quality Procedures: Commissioning Provider (CxP) will coordinate; Contractor will execute; see Section 015719.

E. The Prefunctional Checklist and Functional Test requirements specified in this section are in addition to, not a substitute for, inspection or testing specified in other sections.

1.02 RELATED REQUIREMENTS

A. Section 015719 - Temporary Environmental Controls: Precautions and procedures; smoking room testing; building flush-out.

B. Section 230913 - Instrumentation and Control Devices for HVAC.

C. Section 230993 - Sequence of Operations for HVAC Controls.

1.03 REFERENCE STANDARDS

A. ASHRAE Guideline 1.1 - Application of the Commissioning Process to New HVAC&R Systems;

2025.

1.04 SUBMITTALS

A. Updated Submittals: Keep Commisioning Provider (CxP) informed of all changes to control system documentation made during programming and setup; revise and resubmit when substantial changes are made.

B. Prefunctional Checklists and Functional Test Procedures for Control System: Detailed written plan indicating the procedures to be followed to test, checkout and adjust the control system prior to full system Functional Testing; include at least the following for each type of equipment controlled:

1. System name.

2. List of devices.

3. Step-by-step procedures for testing each controller after installation, including:

a. Process of verifying proper hardware and wiring installation.

b. Process of downloading programs to local controllers and verifying that they are addressed correctly.

c. Process of performing operational checks of each controlled component.

Upgrade 230800 - 2 Commissioning of HVAC

d. Plan and process for calibrating valve and damper actuators and all sensors.

e. Description of the expected field adjustments for transmitters, controllers and control actuators should control responses fall outside of expected values.

4. Copy of proposed log and field checkout sheets to be used to document the process;

include space for initial and final read values during calibration of each point and space to specifically indicate when a sensor or controller has “passed” and is operating within the contract parameters.

5. Description of the instrumentation required for testing.

6. Indicate what tests on what systems should be completed prior to TAB using the control system for TAB work. Coordinate with CxP and TAB contractor for this determination.

C. Startup Reports, Prefunctional Checklists, and Trend Logs: Submit for approval of

Commissioning Provider.

D. HVAC Control System O&M Manual Requirements. In addition to documentation specified elsewhere, compile and organize at minimum the following data on the control system:

1. Specific step-by-step instructions on how to perform and apply all functions, features, modes, etc. mentioned in the controls training sections of this specification and other features of this system. Provide an index and clear table of contents. Include the detailed technical manual for programming and customizing control loops and algorithms.

2. Full as-built set of control drawings.

3. Full as-built sequence of operations for each piece of equipment.

4. Full points list; in addition to the information on the original points list submittal, include a listing of all rooms with the following information for each room:

a. Floor.

b. Room number.

c. Room name.

d. Air handler unit ID.

e. Reference drawing number.

f. Air terminal unit tag ID.

g. Heating and/or cooling valve tag ID.

h. Minimum air flow rate.

i. Maximum air flow rate.

5. Full print out of all schedules and set points after testing and acceptance of the system.

6. Full as-built print out of software program.

7. Electronic copy on disk of the entire program for this facility.

8. Marking of all system sensors and thermostats on the as-built floor plan and HVAC drawings with their control system designations.

9. Maintenance instructions, including sensor calibration requirements and methods by sensor type, etc.

10. Control equipment component submittals, parts lists, etc.

11. Warranty requirements.

12. Copies of all checkout tests and calibrations performed by the Contractor (not commissioning tests).

13. Organize and subdivide the manual with permanently labeled tabs for each of the following data in the given order:

a. Sequences of operation.

b. Control drawings.

c. Points lists.

d. Controller and/or module data.

e. Thermostats and timers.

f. Sensors and DP switches.

g. Valves and valve actuators.

h. Dampers and damper actuators.

i. Program setups (software program printouts).

Upgrade 230800 - 3 Commissioning of HVAC

E. Project Record Documents: See Section 017800 for additional requirements.

1. Submit updated version of control system documentation, for inclusion with operation and maintenance data.

2. Show actual locations of all static and differential pressure sensors (air, water and building pressure) and air-flow stations on project record drawings.

F. Draft Training Plan: In addition to requirements specified in Section 017900, include:

1. Follow the recommendations of ASHRAE Guideline 1.1.

2. Control system manufacturer's recommended training.

3. Demonstration and instruction on function and overrides of any local packaged controls not controlled by the HVAC control system.

G. Training Manuals: See Section 017900 for additional requirements.

1. Provide three extra copies of the controls training manuals in a separate manual from the O&M manuals.

PART 2 PRODUCTS

2.01 TEST EQUIPMENT

A. Provide all standard testing equipment required to perform startup and initial checkout and required functional performance testing; unless otherwise noted such testing equipment will NOT become the property of Owner.

B. Equipment-Specific Tools: Where special testing equipment, tools and instruments are specific to a piece of equipment, are only available from the vendor, and are required in order to accomplish startup or Functional Testing, provide such equipment, tools, and instruments as part of the work at no extra cost to Owner; such equipment, tools, and instruments are to become the property of Owner.

PART 3 EXECUTION

3.01 PREPARATION

A. Cooperate with CxP in development of the Prefunctional Checklists and Functional Test Procedures.

B. Furnish additional information requested by CxP.

C. Prepare a preliminary schedule for HVAC pipe and duct system testing, flushing and cleaning, equipment start-up and testing, adjusting, and balancing start and completion for use by CxP;

update the schedule as appropriate.

D. Notify CxP when pipe and duct system testing, flushing, cleaning, startup of each piece of equipment and testing, adjusting, and balancing will occur; when commissioning activities not yet performed or not yet scheduled will delay construction, notify ahead of time and be proactive in seeing that CxP has the scheduling information needed to efficiently execute the commissioning process.

E. Put all HVAC equipment and systems into operation and continue operation during each working day of testing, adjusting, and balancing and commissioning, as required.

F. Provide test holes in ducts and plenums where directed to allow air measurements and air balancing; close with an approved plug.

G. Provide temperature and pressure taps in accordance with Contract Documents.

3.02 INSPECTING AND TESTING - GENERAL

A. Submit startup plans, startup reports, and Prefunctional Checklists for each item of equipment or other assembly to be commissioned.

B. Perform the Functional Tests directed by CxP for each item of equipment or other assembly to be commissioned.

C. Provide two-way radios for use during the testing.

D. Valve/Damper Stroke Setup and Check:

Upgrade 230800 - 4 Commissioning of HVAC

1. For all valve/damper actuator positions checked, verify the actual position against the control system readout.

2. Set pump/fan to normal operating mode.

3. Command valve/damper closed; visually verify that valve/damper is closed and adjust output zero signal as required.

4. Command valve/damper open; verify position is full open and adjust output signal as required.

5. Command valve/damper to a few intermediate positions.

6. If actual valve/damper position does not reasonably correspond, replace actuator or add pilot positioner (for pneumatics).

7. Closure for Heating Coil Valves - Normally Open:

a. Set heating setpoint 20 degrees F above room temperature.

b. Observe valve open.

c. Remove control air or power from the valve and verify that the valve stem and actuator position do not change.

d. Restore to normal.

e. Set heating setpoint to 20 degrees F below room temperature.

f. Observe the valve close.

g. Restore to normal.

8. Closure for Cooling Coil Valves - Normally Closed:

a. Set cooling setpoint 20 degrees F above room temperature.

b. Observe the valve close.

c. Remove control air or power from the valve and verify that the valve stem and actuator position do not change.

d. Restore to normal.

e. Set cooling setpoint to 20 degrees F below room temperature.

f. Observe valve open.

g. Restore to normal.

E. Coil Valve Leak Check:

1. Method 1 - Water Temperature With 2-Way Valve:

a. Calibrate water temperature sensors on each side of coil to be within 0.2 degree F of each other.

b. Turn off air handler fans, close outside air dampers. Keep pump running. Make sure appropriate coil dampers are open.

c. Normally closed valves will close.

d. Override normally open valves to the closed position.

e. After 10 minutes observe water delta T across coil. If it is greater than 2 degrees F (, leakage is probably occurring.

f. Reset valve stroke to close tighter.

g. Repeat test until compliance is achieved.

2. Method 2 - Air Temperature With 2 or 3-Way Valve: Water leak-by less than 10 percent will likely not be detected with this method.

a. Calibrate air temperature sensors on each side of coil to be within 0.2 degree F of each other.

b. Air handler fans should be on.

c. Change mixed or discharge air setpoint, override values or bleed or squeeze bulb pneumatic controller to cause the valve to close.

d. After 5 minutes observe air delta T across coil. If it is greater than one degree F (, leakage is probably occurring.

e. Reset valve stroke to close tighter.

f. Repeat test until compliance is achieved.

3. Method 3 - Coil Drain Down: Not for 3-way valves.

a. Put systems in normal mode.

Upgrade 230800 - 5 Commissioning of HVAC

b. If cooling coil valve, remove all call for cooling; if heating coil valve, put system in full cooling.

c. Close isolation valve on supply side of coil, open air bleed cap, open drain-down cock and drain water from coil.

d. If water does not stop draining, there may be a leak through the control valve.

e. Return all to normal when done.

F. Isolation Valve or System Valve Leak Check: For valves not by coils.

1. With full pressure in the system, command valve closed.

2. Use an ultra-sonic flow meter to detect flow or leakage.

G. Deficiencies: Correct deficiencies and re-inspect or re-test, as applicable, at no extra cost to Owner.

3.03 TAB COORDINATION

A. TAB: Testing, adjusting, and balancing of HVAC.

B. Coordinate commissioning schedule with TAB schedule.

C. Review the TAB plan to determine the capabilities of the control system toward completing

TAB.

D. Provide all necessary unique instruments and instruct the TAB technicians in their use; such as handheld control system interface for setting terminal unit boxes, etc.

E. Have all required Prefunctional Checklists, calibrations, startup, and component Functional

Tests of the system completed and approved by CxP prior to starting TAB.

F. Provide a qualified control system technician to operate the controls to assist the TAB technicians or provide sufficient training for the TAB technicians to operate the system without assistance.

3.04 CONTROL SYSTEM FUNCTIONAL TESTING

A. Prefunctional Checklists for control system components will require a signed and dated certification that all system programming is complete as required to accomplish the requirements of Contract Documents and the detailed Sequences of Operation documentation submittal.

B. Do not start Functional Testing until all controlled components have themselves been successfully Functionally Tested in accordance with Contract Documents.

C. Using a skilled technician who is familiar with this building, execute the Functional Testing of the control system as required by CxP.

D. Functional Testing of the control system constitutes demonstration and trend logging of control points monitored by the control system.

1. The scope of trend logging is partially specified; trend log up to 50 percent more points than specified at no extra cost to Owner.

2. Perform all trend logging specified in Prefunctional Checklists and Functional Test procedures.

E. Functionally Test integral or stand-alone controls in conjunction with the Functional Tests of the equipment they are attached to, including any interlocks with other equipment or systems;

further testing during control system Functional Test is not required unless specifically indicated below.

F. Demonstrate the following to CxP during testing of controlled equipment; coordinate with commissioning of equipment.

1. Setpoint changing features and functions.

2. Sensor calibrations.

G. Demonstrate to CxP:

1. That all specified functions and features are set up, debugged and fully operable.

2. That scheduling features are fully functional and setup, including holidays.

Upgrade 230800 - 6 Commissioning of HVAC

3. That all graphic screens and value readouts are completed.

4. Correct date and time setting in central computer.

5. That field panels read the same time as the central computer; sample 10 percent of field panels; if any of those fail, sample another 10 percent; if any of those fail test all remaining units at no extra cost to Owner.

6. Functionality of field panels using local operator keypads and local ports (plug-ins) using portable computer/keypad; demonstrate 100 percent of panels and 10 percent of ports; if any ports fail, sample another 10 percent; if any of those fail, test all remaining units at no extra cost to Owner.

7. Power failure and battery backup and power-up restart functions.

8. Global commands features.

9. Security and access codes.

10. Occupant over-rides (manual, telephone, key, keypad, etc.).

11. O&M schedules and alarms.

12. Occupancy sensors and controls.

13. Communications to remote sites.

14. Fire alarm interlocks and response.

15. All control strategies and sequences not tested during controlled equipment testing.

H. If the control system, integral control components, or related equipment do not respond to changing conditions and parameters appropriately as expected, as specified and according to acceptable operating practice, under any of the conditions, sequences, or modes tested, correct all systems, equipment, components, and software required at no additional cost to Owner.

3.05 OPERATION AND MAINTENANCE MANUALS

A. See Section 017800 for additional requirements.

B. Add design intent documentation furnished by Architect to manuals prior to submission to

Owner.

C. Submit manuals related to items that were commissioned to Commissioning Provider for review; make changes recommended by Commissioning Provider.

D. Commissioning Provider will add commissioning records to manuals after submission to Owner.

3.06 DEMONSTRATION AND TRAINING

A. See Section 017900 for additional requirements.

B. Demonstrate operation and maintenance of HVAC system to Owner' personnel; if during any demonstration, the system fails to perform in accordance with the information included in the O&M manual, stop demonstration, repair or adjust, and repeat demonstration. Demonstrations may be combined with training sessions if appropriate.

C. These demonstrations are in addition to, and not a substitute for, Prefunctional Checklists and demonstrations to CxP during Functional Testing.

D. Provide classroom and hands-on training of Owner's designated personnel on operation and maintenance of the HVAC system, control system, and all equipment items indicated to be commissioned. Provide the following minimum durations of training:

1. HVAC Control System: eight hours.

E. TAB Review: Instruct Owner's personnel for minimum two hours, after completion of TAB, on the following:

1. Review final TAB report, explaining the layout and meanings of each data type.

2. Discuss any outstanding deficient items in control, ducting or design that may affect the proper delivery of air or water.

3. Identify and discuss any terminal units, duct runs, diffusers, coils, fans and pumps that are close to or are not meeting their design capacity.

Upgrade 230800 - 7 Commissioning of HVAC

4. Discuss any temporary settings and steps to finalize them for any areas that are not finished.

5. Other salient information that may be useful for facility operations, relative to TAB.

F. HVAC Control System Training: Perform training in at least three phases:

1. Phase 1 - Basic Control System: Provide minimum of eight hours of actual training on the control system itself. Upon completion of training, each attendee, using appropriate documentation, should be able to perform elementary operations and describe general hardware architecture and functionality of the system.

a. This training may be held on-site or at the manufacturer's facility.

b. If held off-site, the training may occur prior to final completion of the system installation.

c. For off-site training, Contractor shall pay expenses of up to two attendees.

2. Phase 2 - Integrating with HVAC Systems: Provide minimum of eight hours of on-site, hands-on training after completion of Functional Testing. Include instruction on:

a. The specific hardware configuration of installed systems in this facility and specific instruction for operating the installed system, including interfaces with other systems, if any.

b. Security levels, alarms, system start-up, shut-down, power outage and restart routines, changing setpoints and alarms and other typical changed parameters, overrides, freeze protection, manual operation of equipment, optional control strategies that can be considered, energy savings strategies and set points that if changed will adversely affect energy consumption, energy accounting, procedures for obtaining vendor assistance, etc.

c. Trend logging and monitoring features (values, change of state, totalization, etc.), including setting up, executing, downloading, viewing both tabular and graphically and printing trends; provide practice in setting up trend logging and monitoring during training session.

d. Every display screen, allowing time for questions.

e. Use of keypad or plug-in laptop computer at the zone level.

f. Use of remote access to the system via phone lines or networks.

g. Point database entry and modifications.

3. Phase 3 - Post-Occupancy: Six months after occupancy conduct minimum of four hours of training. Tailor training session to questions and topics solicited beforehand from Owner. Also be prepared to address topics brought up and answer questions concerning operation of the system.

G. Provide the services of manufacturer representatives to assist instructors where necessary.

H. Provide the services of the HVAC controls instructor at other training sessions, when requested, to discuss the interaction of the controls system as it relates to the equipment being discussed.

END OF SECTION

230800 - Commissioning of HVAC

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