FINAL STATEMENT OF WORK.pdf

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Attached to
J041-- Heating, Ventilation & Air Conditioning Maintenance (HVAC)
Solicitation number
36C24222Q0026
Issued by

About this file

This is a statement of work for heating, ventilation and air conditioning maintenance services at three campuses of the New York Harbor Healthcare System. The contractor shall provide preventative maintenance, testing, and repair services for HVAC equipment at the Manhattan VA Medical Center, Brooklyn VA Medical Center, and St. Albans VA Community Living Center. The contractor must have all required licenses and certifications and comply with VA specifications for safety, infection control and environmental standards. Services include scheduled maintenance, testing and balancing for air and hydronic systems. The contract type will be firm-fixed-price IDIQ for an initial 12-month base period and four 12-month option periods. The solicitation is anticipated to be released in October 2021 and will be a competitive set-aside for Service-Disabled Veteran Owned Small Businesses.

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36C24222Q0026 0004.docx DOCX document
36C24222Q0026 0003.docx DOCX document
36C24222Q0026 0002.docx DOCX document
36C24222Q0026 0001.docx DOCX document
Past Performance Evaluation Questionnaire.docx DOCX document
Limitations on Subcontracting - Certification.docx DOCX document
36C24222Q0026.docx DOCX document
Wage Determination No. 2015-4187.pdf PDF
Quality Assurance Surveillance Plan (HVAC) .pdf PDF
Davis-Bacon Act WD NY20210001.pdf PDF

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FINAL STATEMENT OF WORK

BACKGROUND:

The Department of Veterans Affairs, New York Harbor Healthcare System is seeking a qualified contractor to perform comprehensive preventative maintenance and repair services for heating, ventilating and air conditioning systems at our three campuses.

1. SCOPE OF WORK. The contractor shall provide all personnel, equipment, tools, vehicles, materials, supervision, and other items and services necessary to perform preventative maintenance, testing and repair tasks functions for the equipment described in the solicitation.

1.1 Place of Performance. Service performance will be for the NY Harbor Healthcare System three (3) campuses: Manhattan VA Medical Center, 423 East 23rd Street, New York, NY 10010; Brooklyn

VA Medical Center, 800 Poly Place, Brooklyn, NY 11209 and St. Albans VA Community Living

Center, 179-00 Linden Blvd St. Albans, NY 11425.

An equipment inventory is incorporated into this Site-Specific statement of work. The contractor is responsible for all required routine maintenance of the equipment included in the inventory and as described herein, necessary to ensure proper function of the equipment in accordance with manufacturer’s guidelines, applicable standards and codes. Any unscheduled maintenance/repair work shall be performed when authorized by the CO or COR, in accordance with Government-approved technical instructions and facility priorities. NOTE: unscheduled maintenance does not include routine maintenance. Routine maintenance services must be incorporated within the base bid amount.

1.2 PERSONNEL QUALIFICATIONS. Before assigning employees to start work under the terms of this contract, the Contractor shall ensure that they have the required qualifications and, if applicable, possess the required current and valid professional certifications and licenses in compliance with federal, state, and local environmental requirements and laws. Personnel operating motor vehicles shall have a valid state driver’s license and abide by all NY Harbor Healthcare System traffic laws, i.e. hands-free cell phone use while driving, and parking requirements. As part of the quotation, the Contractor shall submit information on the qualifications or certifications for employees and sub-contractors proposed to work on the services of this contract. Journeyman tradespersons shall be licensed for their respective trades in accordance with

Federal requirements. Note: All HVAC trades personnel working with refrigerants shall have universal

Environmental Protection Agency (EPA) certification. Contractor will ensure all certificates, licenses and permits are kept current and valid. All license and certification renewals shall be submitted to the COR annually or as requested.

1.2.1 Working Hours/Minimum Staffing- The Contractor shall maintain minimum staffing requirements on a 24/7/365 basis as necessary to respond to emergencies (the maximum acceptable response time to emergency situations is four (4) hours). The Contractor shall perform all maintenance that affects the normal operations of the healthcare facility during off peak hours (evenings and weekends) to reduce patient care interruption. This includes work on chillers serving the Operating Rooms and other similar inpatient locations.

1.3. SYSTEM DESCRIPTIONS: The scope consists of routine preventative maintenance service and needed repairs to the equipment and associated components listed in Attachment A; Equipment Inventory, as well as certain specified testing and balancing services. The Contractor is required to inspect and service all equipment in accordance with all manufacturer's recommendations, prevailing industry standards and codes.

1.4 SCHEDULED MAINTENANCE OF HVAC EQUIPMENT.

Contractor shall perform preventative maintenance (PM) for all equipment listed in Attachment A, including ancillary components associated with the functioning of these devices. PM shall be performed in a manner designed to optimize the reliability, efficiency and lifespan of the equipment serviced.

The contractor shall adhere to all individual manufacturer’s requirements and instructions for the particulars of scheduled maintenance of the systems/equipment. All contractor personnel and subcontractors that perform scheduled maintenance shall be qualified by the systems/equipment manufacturer where necessary to preserve any warranties on the systems/equipment. The contractor shall provide a written monthly schedule to the CORs at each facility, listing the specific equipment to be serviced during the upcoming period and outlining the individual PM tasks to be completed, including any after-hours service.

The Contractor shall obtain, provide and install all parts, materials, and supplies necessary to perform PM, and shall be responsible for the cost of same within their base bid amount. Contractor shall use parts supplied by the original equipment manufacturer (OEM) or authorized equal (as stipulated by the manufacturer) when replacing all parts, components, and/or devices for the covered systems. Should the contractor encounter a part in need of replacement, and the direct replacement is no longer available due to obsolescence, the contractor shall replace that part with a new equivalent part. The contractor shall notify the VA when such replacements/modernization occurs.

1.4.1 SCHEDULED MAINTENANCE OF CHILLERS: The Contractor shall provide labor, material, and equipment necessary to perform chillers start up and routine maintenance services to include but not be limited to the following, at the intervals specified in Attachment A. Note: this list is not intended to be exhaustive. The vendor shall perform all manufacturer recommended routine maintenance, whether or not included in the list below:

✓ Take refrigerant and oil samples and send for manufacturer’s recommend analysis of contaminants

(annually)

✓ Verify all critical flow rates of refrigerant and cooling loops

✓ Furnish and replace oil filter and purge drier (as needed per manufacturer’s maintenance schedule)

✓ Verify proper operation of controls

✓ Check chilled water setpoint and verify performance

✓ Inspect and verify operation of vane arms

✓ Check refrigerant levels and perform refrigerant leak tests

✓ Check oil levels and change oil as needed

✓ Perform chemical cleaning of condenser coils (annually or as per manufacturer’s guidance)

✓ Verify operation of oil sump heaters

✓ Verify full capacity of chilled water system

✓ Test operation of all flow proving devices

✓ Verify panel operation, amperage, and voltage

✓ Verify proper operation of all slide and solenoid valves

✓ Check high condenser pressure and low refrigerant temp sensors.

✓ Review operating procedures with site personnel.

✓ Perform burner test and calibration

✓ Check and service engine coolant heat exchangers

✓ Check solution pump and purge operation

✓ All other PM tasks as per manufacturer’s recommendations

1.4.2 SCHEDULED MAINTENANCE OF AIR CONDITIONING PACKAGE UNITS: The

Contractor shall provide labor, material, and equipment necessary to perform routine maintenance services to include but not be limited to the following. Note: this list is not intended to be exhaustive. The vendor shall perform all manufacturer recommended routine maintenance, whether or not included in the list below:

✓ Change all filters per manufacturer’s recommendations.

✓ Check all electrical wiring and connections; tighten as required.

✓ Check all motor starter contactor surfaces for wear.

✓ Lubricate electrical motor and fan bearings, if applicable.

✓ Check all belts for wear and tensioning, if applicable.

✓ Check all mounting hardware, tighten as needed.

✓ Check and calibrate controls.

✓ Check condition of evaporator coils; clean at intervals recommended by manufacturer or more frequently as needed.

✓ Check and clean condensate drains, drain line and pans.

✓ Check refrigerant charge, repair leaks and add charge as needed.

✓ All other PM tasks as per manufacturer’s recommendations

1.5 HVAC SYSTEM TESTING AND BALANCING (TAB): The contractor shall perform annual

HVAC testing and balancing of the locations noted below. The work shall be conducted in accordance with

VHA Specification 23 05 93 “TESTING, ADJUSTING, AND BALANCING FOR HVAC” and Chapter

39, "Testing, Adjusting and Balancing" of 2019 ASHRAE Handbook, "HVAC Applications", hereby incorporated by reference.

The work shall include but not be limited to:

1. Planning systematic TAB procedures.

2. Design Review Report.

3. Systems Inspection report.

4. Duct Air Leakage test report.

5. Systems Readiness Report.

6. Balancing air and water distribution systems; adjustment of total system to provide design performance; and testing performance of equipment and automatic controls.

7. Vibration and sound measurements.

8. Recording and reporting results.

9. Document critical paths of flow on reports. The contractor shall be provided mechanical drawings for the air handing units and areas being tested.

10. Report shall include supply airflow rates, air exchange rates, exhaust airflow rates and room pressure relation to adjacent space. Airflow rates will be measured for each register.

11. Contractor shall perform TAB work during off hours including weekends in specialty areas, such as Operating Rooms, to avoid interfering with the Medical Center’s normal operations.

12. In sterile areas, the contractor will be required to wear sterile clothing and follow the facility policy regarding infection control.

13. The contractor shall be provided mechanical drawings for the air handing units and areas being tested.

TESTING AND BALANCING SCHEDULE

CAMPUS/LOCATION FREQUENCY

Manhattan VAMC: OR and associated “Clean

Core” Area; Sterile Processing Service; SICU;

MICU/CCU; Emergency Department;

Gastroenterology (GI); Inpatient Intravenous (IV)

Pharmacy; Chemotherapy Pharmacy; Morgue.

Annual

Brooklyn VAMC: OR and associated “Clean

Core” Area; Sterile Processing Service; Animal

Research Facility; Inpatient Intravenous (IV)

Pharmacy; Chemotherapy Pharmacy; ICU;

Emergency Department; Gastroenterology (GI);

Morgue; Radiation Oncology; Cytoscopy.

Annual

1.6 ENVIRONMENTAL COMPLIANCE AND REPORTING: The vendor shall perform annual refrigerant leak determination testing for all devices containing 50 or more pounds of ozone-depleting substances (ODS) in accordance with EPA Section 608 regulations of the Clean Air Act (CAA). The leak testing shall be documented in writing, including a certification of the measured annual leak rate and a conclusion as to whether the measured leak rate complies with EPA requirements. Any devices found to be leaking ODS shall be immediately reported to the COR and promptly repaired to ensure compliance with

EPA regulations. The contractor must furnish documentation of the disposition of all ODS recovered or added to systems during maintenance (i.e. type of refrigerant, pounds recovered/added).

1.7 WARRANTY MAINTENANCE AND ENFORCEMENT. The COR shall track Contractor compliance with any manufacturers’ and contract warranties and shall maintain on-site records of equipment bearing warranties. The Contractor shall provide fully completed worksheets to the COR with sufficient detail concerning each completed task. The Contractor will annotate equipment records showing warranted items and warranty expiration dates on all equipment. The Contractor shall provide supporting documentation for any warranty claims to the on-site COR. The Government will provide the Contractor with all existing warranty documentation at the start of the task order. The Contractor shall maintain and inspect all infrastructure systems under warranty, without voiding the warranty.

1.8 EXCLUSIONS AND INITIAL INSPECTION PERIOD: After award, the contractor shall perform a complete initial inspection of all building systems for which maintenance coverage is specified. The period for inspection will be 21 days. The contractor shall provide a detailed written report, with photographs (electronic and hard copy), of their findings to include a complete description of deficiencies with photographs. Any items that will require additional work prior to inclusion under service performance-based task order shall be identified by line item with an estimated price for anticipated work. The COR will review the list. The contracting officer will settle disputes between vendor list and the government validation. If the government elects not to repair/replace the items identified they are to be identified for exclusion under the task order proposal period. Contractors shall not include any items that would be replaced, repaired or adjusted during performance of normal preventive maintenance.

1.9 REMOVAL FROM COVERAGE: Contractors shall notify the CO and COR at least one (1) year prior to the effective date of their determination to remove an equipment item from coverage because it has passed life expectancy and can no longer be economically maintained. The facility must take appropriate action to replace the equipment in order to have coverage on that specific equipment item. In the event the facility cannot or does not replace identified equipment, coverage for that equipment will cease and the task order price will be reduced accordingly.

1.10 UNSCHEDULED MAINTENANCE (UM). If the VA COR identifies equipment that is in need of repairs or parts replacement, the scope of which is outside of manufacturer’s recommended routine maintenance, the contractor shall provide a cost proposal for labor and materials to perform the necessary repair. For individual unscheduled maintenance actions, the work will be performed in accordance with a Government-approved technical instruction.

Unscheduled repairs to HVAC system and components over 32 hours will be performed using Construction

Wage Rate Requirements (Davis Bacon Wages). A separate wage determination is included herein. Hourly rates for repair work for each wage determination category will be included in the price schedule for completion by the contractor.

1.11 DELIVERABLES: The contractor shall provide a list of each equipment recommended preventive maintenance to the COR. Furthermore, for routine maintenance services, the contractor will provide a monthly “lookahead” PM schedule to the COR. All individual service tasks will be thoroughly documented and consolidated into a monthly deliverable. All service task reports will include technical documentation of specific parts used in the maintenance/repair. The contractor must also furnish such records as: recycling/disposal records for parts and equipment deemed not repairable, disposal records for refrigerants, oils and other regulated materials (in accordance with EPA and NY State environmental requirements) and other miscellaneous documentation as directed by the COR at each facility.

TRAINING

a. All contractor employees and subcontractor employees requiring access to VA information and VA information systems shall complete the following before being granted access to VA information and its systems:

(1) Sign and acknowledge (either manually or electronically) understanding of and responsibilities for compliance with the Contractor Rules of Behavior, Appendix E relating to access to VA information and information systems;

(2) Successfully complete the VA Cyber Security Awareness and Rules of Behavior training and annually complete required security training;

(3) Successfully complete the appropriate VA privacy training and annually complete required privacy training; and

(4) Successfully complete any additional cyber security or privacy training, as required for VA personnel with equivalent information system access [to be defined by the VA program official and provided to the contracting officer for inclusion in the solicitation document – e.g., any role-based information security training required in accordance with NIST Special Publication 800-16, Information Technology Security

Training Requirements.]

a. The contractor shall provide to the contracting officer and/or the COTR a copy of the training certificates and certification of signing the Contractor Rules of Behavior for each applicable employee within 1 week of the initiation of the contract and annually thereafter, as required.

b. Failure to complete the mandatory annual training and sign the Rules of Behavior annually, within the timeframe required, is grounds for suspension or termination of all physical or electronic access privileges and removal from work on the contract until such time as the training and documents are complete.

VHA Supplemental Contract Requirements for Ensuring Adequate COVID-19 Safety Protocols for

Federal Contractors

1. Contractor employees who work in or travel to VHA locations must comply with the following:

a. Documentation requirements:

1) If fully vaccinated, shall show proof of vaccination.

i. NOTE: Acceptable proof of vaccination includes a signed record of immunization from a health care provider or pharmacy, a copy of the COVID-19 Vaccination

Record Card (CDC Form MLS-319813_r, published on September 3, 2020), or a copy of medical records documenting the vaccination.

2) If unvaccinated and granted a medical or religious exception, shall show negative COVID-

19 test results dated within three calendar days prior to desired entry date. Test must be approved by the Food and Drug Administration (FDA) for emergency use or full approval.

This includes tests available by a doctor’s order or an FDA approved over-the-counter test.

3) Documentation cited in this section shall be digitally or physically maintained on each contractor employee while in a VA facility and is subject to inspection prior to entry to VA facilities and after entry for spot inspections by Contracting Officer Representatives

(CORs) or other hospital personnel.

4) Documentation will not be collected by the VA; contractors shall, at all times, adhere to and ensure compliance with federal laws designed to protect contractor employee health information and personally identifiable information.

2. Contractor employees are subject to daily screening for COVID-19 and may be denied entry to

VA facilities if they fail to pass screening protocols. As part of the screening process contractors may be asked screening questions found on the COVID-19 Screening Tool. Check regularly for updates.

a. Contractor employees who work away from VA locations, but who will have direct contact with

VA patients shall self-screen utilizing the COVID-19 Screening Tool, in advance, each day that they will have direct patient contact and in accordance with their person or persons who coordinate COVID-19 workplace safety efforts at covered contractor workplaces.

Contractors shall, at all times, adhere to and ensure compliance with federal laws designed to protect contractor employee health information and personally identifiable information.

3. Contractor must immediately notify their COR or Contracting Officer if contract performance is jeopardized due to contractor employees being denied entry into VA Facilities.

https://www.va.gov/covid19screen/ https://www.va.gov/covid19screen/

ATTACHEMNTS

ATTACHMENT A:

NYH EQUIPMENT LIST FOR PREVENTATIVE MAINTENANCE

MANHATTAN VAMC EQUIPMENT LIST

Equipment Make Model Serial Number PM Frequency

FACILITY CHILLERS

1000 Ton Centrifugal

Chiller Trane CVHE112NAH2XB2675D

ELC14DELC

0000000072G00

L86D37569 4 visits/cooling season

1000 Ton Centrifugal Chiller

Trane

CVHE112NAH2XB2675D

ELC14DELC

0000000072G00

L86D37571 4 visits/cooling season

1000 Ton

Centrifugal Chiller

Trane CVHE112NAH2XB2675DE

LC14DELC

0000000072G00

L86D37570 4 visits/cooling season

100 Ton OR Chiller

York

YCAV0157SA46VAABXT

RARM 013610 Quarterly

100 Ton OR Chiller

YCAS0158EB46XGADBT

RESM 018647

Quarterly

75 Ton Animal Lab

Chiller

YCAL0060EC46XCASDT

RARM 013583

75 Ton Animal Lab

YCAL0060EC46XCASDT

RARM 013583

60 Ton MICU/CCU

Trane

CGAEC604ADA1GWMHV J96K83618

1500 Ton Centrifugal Electrical Dirve Chiller

YTK9L6F2-CAC

YESM 119953

SPS /MRI Daikin Chillers Daikin CH-8-1 AGZ110DHHNN-

ER10

STNU150400188 Quarterly

SPS /MRI Daikin Chillers Daikin CH-8-1 AGZ110DHHNN-

ER10

STUN150400190 Quarterly

Chiller # 1 York YCAL0033EE46XEBBXTXA

SXRLXXX38

SAHN463200 Quarterly

Chiller # 2 York YCAL0033EE46XEBBXTXA

SXRLXXXX38

SNGM463180 Quarterly

2.5 T WATER CHILLER FILTRINE ES-160-RFCA 3457/08 Quarterly

Condensing unit molecular lab

Trane 2TTA3D60A4000AA Quarterly

2 Ton AC-48 Carrier 40RE008-310

2.5 Ton Condensing unit

AC-48

Carrier 38AKS009500 Quarterly

2.5 Ton AC-49 Carrier 40RE008-310 1294n10327 Quarterly

2.5 Ton Condensing unit

AC-49

Carrier 38AKS009500 IS3993G00188 Quarterly

AH 28 Liebert MMD60E7AHELG Y16HBIA472 Quarterly

CONDENSING UNIT

AH 28

Liebert PFH067A Y16HG1A243 Quarterly

AH 27 Liebert MMD36E7AHEDG Y16HBIA456 Quarterly

CONDENSING UNIT

AH 27

Liebert PFH037A Y16HG1A210 Quarterly

BUILDING 1 AND BUILDING 6 Outpatient Center AC - Building 1 Temp-Rite CR3D00031 CR3D24B09575 Bi-Monthly

AC - Building 1 Temp-Rite CR3D00031 CR3D24B09577 Bi-Monthly

AC - Building 1 Temp-Rite CR3SRS SR00093/882705 03 6-10

Bi-Monthly

AC - Building 1 Temp-Rite

CR3SRS 00095/88270503

6-10 Bi-Monthly

AC - Building 6 Liebert MCD26WDPH3 0832N171450 Bi-Monthly

AC - Building 6 Liebert DME027E-PC3 0832N171446 Bi-Monthly

AC - Building 6 Liebert MMD12E7XHE0E Y11CB12190 Bi-Monthly

AC - Building 6 Liebert PFH014A-PL7 Y11CG14710 Bi-Monthly

AC - Building 6 Luxaire AE60DX21F W2F0873481 Bi-Monthly

AC - Building 6 Carrier 38CKG0486A 350X82867 Bi-Monthly

AC - Building 6 Telemetry

Liebert DME027E-PC3 0832N171446 Quarterly

BUILDING 1 – 2 West

AC – Computer Room 2W

Liebert VE192GHAAEL/ PDD290- A2S

Quarterly

AC – Computer Room 2W

Liebert VE192GCAE15053 C07Q7G0029 Quarterly

AC – Telephone Room 2W

Liebert VH199A-AAI9082 879082-001

Quarterly

AC – Telephone Room 2W

Liebert VH199AUAAE1S107 C08D10135 Quarterly

AC- 12th Floor West

Building 1

Liebert UE240G-AAMS6384 34684-001 Quarterly

Isolation Exhaust Filters

(approximately 50) N/A N/A

Direct Digital Control (DDC) ‐ Bldg

Management System

Automated Logic Control System, Bldg

1 & 6

Various Annual

Kitchen Hood Air Filters, Floors 2 & 3

Bldg 1 & 6

OPC FL 2 & 3

Range hoods Quarterly

Dental Vacuum System

Bldg 1 Chiller Plant

Semi-Annual (2x per year)

Air compressors Various Locations

(approx. 20) Bldg 1 and 6 N/A Quarterly

Seasonal Chiller CH- 8-1 & 8-2

OPC building DAIKIN Semi-Annual (2x per year)

(20) Walk-in boxes/ freezer at various floors Bldg 1 Various Semi-Annual

MRI Chiller Unit Building 6 TBD Quarterly

BROOKLYN VAMC EQUIPMENT LIST

Equipment Make Model Serial Number PM Frequency

FACILITY CHILLERS

Caterpillar Engine No.

Caterpillar G3412TA 8LW00214 2 visits/cooling season

800 Ton York Chiller No. 1

YGPCPCH2-3412

SEGM959930

2 visits/cooling season

900 Ton chiller Carrier 19EX4141-656-DX-821 4796J54895 2 visits/cooling season

700 Ton Absorption Chiller

FL19S-46-C-S-D

UKNMO18461

500 Ton Absorption Chiller

YPCFL-18S-46-CSC

UCMM009597

250 Ton Chiller

RKTM023758

800 Ton chiller

Carrier

19XRV69694TElFH64

1612Q21649

BUILDING 14 DATA CENTER AC EQUIPMENT

AC XD System DCSL415-A 1003C25715 Bi-Monthly

AC XD System DCSL415-A 1003C25712 Bi-Monthly

AC XD System SXH20SKR-0 Bi-Monthly

AC XD System

Bi-Monthly

AC Liebert DH380AUAAEI 440248-001 Bi-Monthly

AC Liebert DH380AUAAEI 440248-003 Bi-Monthly

AC Liebert DH380AUAAEI 440348-002 Bi-Monthly

AC Liebert DCDF48CA 0251C60925 Bi-Monthly

AC Liebert DCDF48CA 0251C60927 Bi-Monthly

AC Liebert DCDF48CA 0251C60919 Bi-Monthly

AC Liebert XDC160AA C10A9F0002 Bi-Monthly

FACILITY PACKAGE AC UNITS

Bldg 15 Basement MRI Equipment Room

AC Unit

Stulz OHS-040-AR 10320386 Quarterly

Bldg 15 Basement MRI Area Main AC

Unit

Daikin CAH012GDGM N/A Quarterly

MRI AC Equipment Kanaflakt ZB600TAX4 Quarterly

ACME XB-120MG Quarterly

Filtrene

PCP-1000-140A-WP-

HA

4943-3/94

Oncology Pharmacy (12 East) AC Unit

Johnson Controls

D-Series Vertical

Model DSV060C

Quarterly

Changeout Respiratory Isolation Room Exhaust Pre- Filters (approx. 30)

N/A N/A N/A Quarterly

Changeout Respiratory Isolation

Room Exhaust HEPA Filters (approx. 15)

N/A N/A N/A Twice Annually

Respiratory Isolation Room Fan

Maintenance (15

N/A N/A N/A Annual

Isolation Rooms) of Fans and Belts

Direct Digital Control

(DDC) - Bldg

Management System

Honeywell

(Proprietary)

N/A N/A Annually

Direct Digital Control

(DDC) - Bldg

Management System

Siemens

(Proprietray)

N/A N/A Annually

ST. ALBANS CLC EQUIPMENT LIST

Equipment Type Model PM Frequency

6th Floor Chilled Water Pumps 1 and 2 CHWP Armstrong Annual

Main Mechanical Room Chilled Water Pump 1 CHWP Armstrong Annual

Main Mechanical Room Chilled Water Pump 2 CHWP Armstrong Annual

Main Mechanical Room Chilled Water Pump 3 CHWP Armstrong Annual

25 Ton Carrier Chiller Chiller Carrier 4 visits/Cooling season

15 Ton Carrier Split AC Carrier 4 visits/Cooling season

Canteen Chiller Chiller Carrier 4 visits/Cooling season

Chapel AHU Carrier Semi-Annual

Outpatient Clinic AHU AHU Carrier Semi-Annual

5 Ton Contempo Split System AC Contempo 4 visits/Cooling season

Telephone Room Split System AC AC Layton Semi-Annual

5 Ton Water Cooled Chiller AC Liebert 4 visits/Cooling season

60 Ton McQuay Chiller AC McQuay 4 visits/Cooling season

AHU-1 Central AHU McQuay Semi-Annual

AHU B1 Central AHU McQuay Semi-Annual

AHU B2 Central AHU McQuay Semi-Annual

Dietetics Kitchen HV-1 Central AHU McQuay Semi-Annual

Outpatient East AHU McQuay Semi-Annual

Outpatient West AHU McQuay Semi-Annual

Commissary Offices Basement AHU-1 Central AHU AHU Snyder General

Semi-Annual

AHU-2 Central AHU AHU Snyder General

Semi-Annual

AHU-7 AHU Snyder General

Semi-Annual

Second Floor Roof AHU-1 AHU Trane Semi-Annual

Chiller Chiller Trane 4 visits/Cooling season

RTU-1 Condensing Unit Condenser Trane Semi-Annual

RTU-3 Package Unit RTU Trane Semi-Annual

Laundry Offices RTU-4 RTU Trane Semi-Annual

Laundry AC-2 Condensing Unit Condenser Trane Semi-Annual

AHU-2 Kitchen Chiller 4 AHU Trane 4 visits/Cooling season

AHU-2 Kitchen Chiller 5 AHU Trane 4 visits/cooling season

ACU-3 Package AC Trane Semi-Annual

AHU-7 Chiller AHU Trane 4 visits/cooling season

Medical Admin Office RTU-2 Package RTU Trane Semi-Annual

Retherm Split System AC York Semi-Annual

Retherm Condensing Condenser York Semi-Annual

Clean Area Process Equipment HV-2 AHU York Semi-Annual

Clean Area Process Equipment HV-3 AHU York Semi-Annual

Clean Area Process Equipment HV-4 AHU York Semi-Annual

Chapel Central AC AC York Semi-Annual

Commissary Kitchen AHU-2 Central AHU AHU York Semi-Annual

Mechanical Room A-20 Food Tray Line AHU-1 AHU York Semi-Annual

HV-2 Central AHU AHU York Semi-Annual

SPD Chiller Chiller York 4 visits/cooling season

Soiled Laundry Area Bldg. 173 HV-1 Central AHU York Semi-Annual

Dining Room SCAC-1 Split System AC York Semi-Annual

Dining Room Pub SCAC-2 Split System AC York Semi-Annual

2nd Floor Mechanical Room Chilled Water Pumps (2) for Chiller 2

CHWP Weinman Annual

2nd Floor Mechanical Room Chilled Water Pumps (2) for Chiller 2

CHWP Weinman Annual

Sterile Processing Central AHU AHU Xetex Semi-Annual

Ward C1 Bldg. 85 AC Semi-Annual

Ward C1 Bldg 85 AHU Semi-Annual

Test Kitchen Split System AC Semi-Annual

Canteen AHU AHU Semi-Annual

Attachment B – VA Specification Pertaining to HVAC Testing and Balancing

(Refer to Paragraph 1.5 of Statement of Work)

SECTION 23 05 93

TESTING, ADJUSTING, AND BALANCING FOR HVAC

PART 1 - GENERAL

1.1 DESCRIPTION

A. Testing, adjusting, and balancing (TAB) of heating, ventilating and air conditioning (HVAC) systems. TAB includes the following:

1. Planning systematic TAB procedures.

2. Design Review Report.

3. Systems Inspection report.

4. Duct Air Leakage test report.

5. Systems Readiness Report.

6. Balancing air and water distribution systems; adjustment of total system to provide design performance; and testing performance of equipment and automatic controls.

7. Vibration and sound measurements.

8. Recording and reporting results.

9.Document critical paths of flow on reports.

B. Definitions:

1. Basic TAB used in this Section: Chapter 39, "Testing, Adjusting and

Balancing" of 2019 ASHRAE Handbook, "HVAC Applications".

2. TAB: Testing, Adjusting and Balancing; the process of checking and adjusting

HVAC systems to meet design objectives.

3. AABC: Associated Air Balance Council.

4. NEBB: National Environmental Balancing Bureau.

5. TABB: Testing Adjusting and Balancing Bureau

6. SMACNA: Sheet Metal Contractors National Association

7. Hydronic Systems: Includes // chilled water, // condenser water, // heating hot water // and glycol-water systems. //

8. Air Systems: Includes all outside air, supply air, return air, exhaust air and relief air systems.

9. Flow rate tolerance: The allowable percentage variation, minus to plus, of actual flow rate from values (design) in the contract documents.

1.2 RELATED WORK

A. Section 01 33 23, SHOP DRAWINGS, PRODUCT DATA, and SAMPLES.

B. Section 23 05 10, COMMON WORK RESULTS FOR BOILER PLANTS and STEAM GENERATION.

C. Section 23 05 11, COMMON WORK RESULTS FOR HVAC.

D. Section 23 05 41, NOISE AND VIBRATION CONTROL FOR HVAC PIPING AND EQUIPMENT.

E. Section 23 07 11, HVAC, AND BOILER PLANT INSULATION.

F. Section 23 08 00, COMMISSIONING OF HVAC SYSTEMS.

G. Section 23 09 23, DIRECT-DIGITAL CONTROL SYSTEM FOR HVAC.

H. Section 23 31 00, HVAC DUCTS AND CASINGS.

G. Section 23 36 00, AIR TERMINAL UNITS.

I. Section 23 64 00, PACKAGED WATER CHILLERS.

J. Section 23 65 00, COOLING TOWERS.

1.3 QUALITY ASSURANCE

A. Refer to Articles, Quality Assurance and Submittals, in Section 23 05 11, COMMON WORK RESULTS FOR HVAC, Section 23 05 10, COMMON WORK RESULTS FOR BOILER

PLANTS and STEAM GENERATION, and Section 23 08 00, COMMISSIONING OF HVAC

SYSTEMS.

B. Qualifications:

1. TAB Agency: The TAB agency shall be a subcontractor of the General

Contractor and shall report to and be paid by the General Contractor.

2. The TAB agency shall be either a certified member of AABC, NEEB, TABB or

NEBB to perform TAB service for HVAC, water balancing and vibrations and sound testing of equipment. The certification shall be maintained for the entire duration of duties specified herein. If, for any reason, the agency loses subject certification during this period, the General Contractor shall immediately notify the COR and submit another qualified TAB firm for approval. Any agency that has been the subject of disciplinary action by either the AABC, TABB or NEBB within the five years preceding Contract Award shall not be eligible to perform any work related to the TAB. All work performed in this Section and in other related Sections by the TAB agency shall be considered invalid if the TAB agency loses its certification prior to Contract completion, and the successor agency’s review shows unsatisfactory work performed by the predecessor agency.

3. TAB Specialist: The TAB specialist shall be either a member of AABC or TABB or an experienced technician of the Agency certified by NEBB. The certification shall be maintained for the entire duration of duties specified herein. If, for any reason, the Specialist loses subject certification during this period, the General Contractor shall immediately notify the Resident Engineer and submit another TAB Specialist for approval.

Any individual that has been the subject of disciplinary action by either the AABC or the NEBB within the five years preceding Contract Award shall not be eligible to perform any duties related to the HVAC systems, including

TAB. All work specified in this Section and in other related Sections performed by the TAB specialist shall be considered invalid if the TAB

Specialist loses its certification prior to Contract completion and must be performed by an approved successor.

4. TAB Specialist shall be identified by the General Contractor within 60 days after the notice to proceed. The TAB specialist will be coordinating, scheduling and reporting all TAB work and related activities and will provide necessary information as required by the Resident Engineer. The responsibilities would specifically include:

a. Shall directly supervise all TAB work.

b. Shall sign the TAB reports that bear the seal of the TAB standard. The reports shall be accompanied by report forms and schematic drawings required by the TAB standard, AABC, TABB or NEBB.

c. Would follow all TAB work through its satisfactory completion.

d. Shall provide final markings of settings of all HVAC adjustment devices.

e. Permanently mark location of duct test ports.

f. Shall document critical paths from the fan or pump. These critical paths are ones in which are 100% open from the fan or pump to the terminal device. This will show the least amount of restriction is being imposed on the system by the TAB firm.

5. All TAB technicians performing actual TAB work shall be experienced and must have done satisfactory work on a minimum of 3 projects comparable in size and complexity to this project. Qualifications must be certified by the TAB agency in writing. The lead technician shall be certified by AABC, TABB or

NEBB

C. Test Equipment Criteria: The instrumentation shall meet the accuracy/calibration requirements established by AABC National Standards, TABB/SMACNA International Standards, or by NEBB Procedural Standards for

Testing, Adjusting and Balancing of Environmental Systems and instrument manufacturer. Provide calibration history of the instruments to be used for test and balance purpose.

D. TAB Criteria:

1. One or more of the applicable AABC, NEBB,TABB or SMACNA publications, supplemented by ASHRAE Handbook "2019 HVAC Applications" Chapter 39, and requirements stated herein shall be the basis for planning, procedures, and reports.

2. Flow rate tolerance: Following tolerances are allowed. For tolerances not mentioned herein follow 2011 ASHRAE Handbook "2019 HVAC Applications", Chapter 39, as a guideline. Air Filter resistance during tests, artificially imposed if necessary, shall be at least 100 percent of manufacturer recommended change over pressure drop values for pre-filters and after-filters.

a. Air handling unit and all other fans, cubic meters/min (cubic feet per minute): Minus 0 percent to plus l0 percent.

b. Air terminal units (maximum values): Minus 2 percent to plus l0 percent.

c. Exhaust hoods/cabinets: 0 percent to plus l0 percent.

d. Minimum outside air: 0 percent to plus 10 percent.

e. Individual room air outlets and inlets, and air flow rates not mentioned above: Minus 5 percent to plus l0 percent except if the air to a space is

100 CFM or less the tolerance would be minus 5 to plus 5 percent.

f. Heating hot water pumps and hot water coils: Minus 5 percent to plus 5 percent.

g. Chilled water and condenser water pumps: Minus 0 percent to plus 5 percent.

h. Chilled water coils: Minus 0 percent to plus 5 percent.

3. Systems shall be adjusted for energy efficient operation as described in

PART 3.

4. Typical TAB procedures and critical path results shall be demonstrated to the Resident Engineer for one air distribution system (including all fans, three terminal units, three rooms randomly selected by the COR one of which shall be a critical path) and one hydronic system (pumps and three coils) as follows:

a. When field TAB work begins.

b. During each partial final inspection and the final inspection for the project if requested by VA.

1.4 SUBMITTALS

A. Submit in accordance with Section 01 33 23, SHOP DRAWINGS, PRODUCT DATA, and

SAMPLES.

B. Submit names and qualifications of TAB agency and TAB specialists within 60 days after the notice to proceed. Submit information on three recently completed projects and a list of proposed test equipment.

C. For use by the Resident Engineer staff, submit one complete set of applicable

AABC,NEBB or TABB publications that will be the basis of TAB work.

D. Submit Following for Review and Approval:

1. Design Review Report // within 90 days for conventional design projects // and within 60 days for design-build projects // after the system layout on air and water side is completed by the Contractor.

2. Systems inspection report on equipment and installation for conformance with design.

3. Duct Air Leakage Test Report.

4. Systems Readiness Report.

5. Intermediate and Final TAB reports covering flow balance and adjustments, performance tests, vibration tests and sound tests.

6. Include in final reports uncorrected installation deficiencies noted during

TAB and applicable explanatory comments on test results that differ from design requirements.

7. Include in each report the critical path for each balanced branch (air and hydronic. Every branch shall have at least one terminal device damper 100% open.

E. Prior to request for Final or Partial Final inspection, submit completed Test and Balance report for the area with noted critical paths.

1.5 APPLICABLE PUBLICATIONS

A. The following publications form a part of this specification to the extent indicated by the reference thereto. In text the publications are referenced to by the acronym of the organization.

B. American Society of Heating, Refrigerating and Air Conditioning Engineers, Inc.

(ASHRAE):

Handbook //2019// ...... HVAC Applications ASHRAE Handbook, Chapter 39, Testing, Adjusting, and Balancing and Chapter 49, Sound and

Vibration Control

C. Associated Air Balance Council (AABC):

7th Edition //2016// .... AABC National Standards for Total System Balance

D. National Environmental Balancing Bureau (NEBB):

9th Edition //2019// .... Procedural Standards for Testing, Adjusting, Balancing of Environmental Systems

3rd Edition //2015// .. Procedural Standards for the Measurement of Sound and

Vibration

2rd Edition //2019// ... Standard for Whole Building Technical Commissioning of

New Construction

E. Sheet Metal and Air Conditioning Contractors National Association (SMACNA):

3rd Edition //2005// .... HVAC SYSTEMS Testing, Adjusting and Balancing

TABB- TAB Procedural Guide //Current Edition//

PART 2 - PRODUCTS

2.1 PLUGS

Provide plastic plugs to seal holes drilled in ductwork for test purposes.

2.2 INSULATION REPAIR MATERIAL

See Section 23 07 11, HVAC and BOILER PLANT INSULATION Provide for repair of insulation removed or damaged for TAB work.

PART 3 - EXECUTION

3.1 GENERAL

A. Refer to TAB Criteria in Article, Quality Assurance.

B. Obtain applicable contract documents and copies of approved submittals for HVAC equipment and automatic control systems.

3.2 DESIGN REVIEW REPORT

The TAB Specialist shall review the Contract Plans and specifications and advise the Resident Engineer of any design deficiencies that would prevent the

HVAC systems from effectively operating in accordance with the sequence of operation specified or prevent the effective and accurate TAB of the system.

The TAB Specialist shall provide a report individually listing each deficiency and the corresponding proposed corrective action necessary for proper system operation.

3.3 SYSTEMS INSPECTION REPORT

A. Inspect equipment and installation for conformance with design.

B. The inspection and report is to be done after air distribution equipment is on site and duct installation has begun, but well in advance of performance testing and balancing work. The purpose of the inspection is to identify and report deviations from design and ensure that systems will be ready for TAB at the appropriate time.

C. Reports: Follow check list format developed by AABC, NEBB or SMACNA (TABB), supplemented by narrative comments, with emphasis on air handling units and fans. Check for conformance with submittals. Verify that diffuser and register sizes are correct. Check air terminal unit installation including their duct sizes and routing.

3.4 DUCT AIR LEAKAGE TEST REPORT

TAB Agency shall perform the leakage test as outlined in "Duct leakage Tests and Repairs" in Section 23 31 00, HVAC DUCTS and CASINGS for TAB agency’s role and responsibilities in witnessing, recording and reporting of deficiencies.

3.5 SYSTEM READINESS REPORT

//A. The TAB Contractor shall measure existing air and water flow rates associated with existing systems utilized to serve renovated areas as indicated on drawings. Submit report of findings to resident engineer.//

B. Inspect each System to ensure that it is complete including installation and operation of controls. Submit report to RE in standard format and forms prepared and or approved by the Commissioning Agent.

C. Verify that all items such as ductwork piping, dampers, valves, ports, terminals, connectors, etc., that is required for TAB are installed. Provide a report to the Resident Engineer.

3.6 TAB REPORTS

A. Submit an intermediate report for 25 percent of systems and equipment tested and balanced to establish satisfactory test results.

B. The TAB contractor shall provide raw data immediately in writing to the

Resident Engineer if there is a problem in achieving intended results before submitting a formal report.

C. If over 20 percent of readings in the intermediate report fall outside the acceptable range, the TAB report shall be considered invalid and all contract

TAB work shall be repeated after engineering and construction have been evaluated and re-submitted for approval at no additional cost to the owner.

D. Do not proceed with the remaining systems until intermediate report is approved by the Resident Engineer.

3.7 TAB PROCEDURES

A. TAB shall be performed in accordance with the requirement of the Standard under which TAB agency is certified by either AABC, TABB or NEBB. Balancing shall be done proportionally to all applicable systems.

1. At least one trunk damper shall be 100% open.

2. At least one branch damper shall be 100%open per trunk.

3. At least one terminal device duct be 100% open per branch.

B. General: During TAB all related system components shall be in full operation.

Fan and pump rotation, motor loads and equipment vibration shall be checked and corrected as necessary before proceeding with TAB. Set controls and/or block off parts of distribution systems to simulate design operation of variable volume air or water systems for test and balance work.

C. Coordinate TAB procedures with existing systems and any phased construction completion requirements for the project. Provide TAB reports for //pre construction air and water flow rate and for// each phase of the project prior to partial final inspections of each phase of the project. //Return existing areas outside the work area to pre constructed conditions.//

D. Allow //---// days time in construction schedule for TAB and submission of all reports for an organized and timely correction of deficiencies.

E. Air Balance and Equipment Test: Include air handling units, fans, terminal units, fan coil units, room diffusers/outlets/inlets, computer room AC units, and laboratory fume hoods and biological safety cabinets.

1. Artificially load air filters by partial blanking to produce static air pressure drop of manufacturer’s recommended pressure drop.

2. Adjust fan speeds to provide design air flow. V-belt drives, including fixed pitch pulley requirements, are specified in Section //23 05 11, COMMON WORK

RESULTS FOR HVAC // Section 23 05 10, COMMON WORK RESULTS FOR BOILER PLANTS and STEAM GENERATION//.

3. Test and balance systems in all specified modes of operation, including variable volume, economizer, and fire emergency modes. Verify that dampers and other HVAC controls function properly.

4. Variable air volume (VAV) systems:

a. Coordinate TAB, including system volumetric controls, with Section 23 09

23, DIRECT-DIGITAL CONTROL SYSTEM FOR HVAC.

b. Section 23 36 00, AIR TERMINAL UNITS, specifies that maximum and minimum flow rates for air terminal units (ATU) be factory set. Check and readjust ATU flow rates if necessary to meet design criteria. Balance air distribution from ATU on full cooling maximum scheduled cubic meters per minute (cubic feet per minute). Reset room thermostats and check ATU operation from maximum to minimum cooling, to the heating mode, and back to cooling. Record and report the heating coil leaving air temperature when the ATU is in the maximum heating mode. Record and report outdoor air flow rates under all operating conditions (The test shall demonstrate that the minimum outdoor air ventilation rate shall remain constant under al operating conditions).

c. Adjust operating pressure control setpoint to maintain the design flow to each space with the lowest setpoint.

5. Record final measurements for air handling equipment performance data sheets.

F. Water Balance and Equipment Test: Include circulating pumps, convertors, coils, coolers and condensers:

1. Coordinate water chiller flow balancing with Section 23 64 00, PACKAGED

WATER CHILLERS.

2. Adjust flow rates for equipment. Set coils and evaporator to values on equipment submittals, if different from values on contract drawings.

3. Primary-secondary (variable volume) systems: Coordinate TAB with Section 23

09 23, DIRECT-DIGITAL CONTROL SYSTEM FOR HVAC. Balance systems at design water flow and then verify that variable flow controls function as designed.

4. Record final measurements for hydronic equipment on performance data sheets.

Include entering and leaving water temperatures for heating and cooling coils, and for convertors. Include entering and leaving air temperatures

(DB/WB for cooling coils) for air handling units and reheat coils. Make air and water temperature measurements at the same time.

3.8 VIBRATION TESTING

A. Furnish instruments and perform vibration measurements as specified in Section

23 05 41, NOISE and VIBRATION CONTROL FOR HVAC PIPING and EQUIPMENT. Field vibration balancing is specified in //Section 23 05 11, COMMON WORK RESULTS FOR

HVAC // Section 23 05 10, COMMON WORK RESULTS FOR BOILER PLANTS and STEAM

GENERATION//. Provide measurements for all rotating HVAC equipment of 373 watts

(1/2 horsepower) and larger, including centrifugal/screw compressors, cooling towers, pumps, fans and motors.

B. Record initial measurements for each unit of equipment on test forms and submit a report to the Resident Engineer. Where vibration readings exceed the allowable tolerance Contractor shall be directed to correct the problem. The

TAB agency shall verify that the corrections are done and submit a final report to the Resident Engineer.

3.9 SOUND TESTING

A. Perform and record required sound measurements in accordance with Paragraph, QUALITY ASSURANCE in Section 23 05 41, NOISE and VIBRATION CONTROL FOR HVAC

PIPING and EQUIPMENT.

1. Take readings in rooms, approximately // three // five // ten // fifteen

(15) // percent of all rooms. The Resident Engineer may designate the specific rooms to be tested.

2. Provide chiller and cooling tower sound measurements. Refer to Section 23

64 00, PACKAGED WATER CHILLERS and Section 23 65 00, COOLING TOWERS.

B. Take measurements with a calibrated sound level meter and octave band analyzer of the accuracy required by AABC, TABB or NEBB.

C. Sound reference levels, formulas and coefficients shall be according to 2019

ASHRAE Handbook, "HVAC Applications", Chapter 49, SOUND AND VIBRATION CONTROL.

D. Determine compliance with specifications as follows:

1. When sound pressure levels are specified, including the NC Criteria in

Section 23 05 41, NOISE and VIBRATION CONTROL FOR HVAC PIPING and EQUIPMENT:

a. Reduce the background noise as much as possible by shutting off unrelated audible equipment.

b. Measure octave band sound pressure levels with specified equipment "off."

c. Measure octave band sound pressure levels with specified equipment "on."

d. Use the DIFFERENCE in corresponding readings to determine the sound pressure due to equipment.

DIFFERENCE: 0 1 2 3 4 5 to 9 10 or More

FACTOR: 10 7 4 3 2 1 0

Sound pressure level due to equipment equals sound pressure level with equipment "on" minus FACTOR.

e. Plot octave bands of sound pressure level due to equipment for typical rooms on a graph which also shows noise criteria (NC) curves.

2. When sound power levels are specified:

a. Perform steps 1.a. thru 1.d., as above.

b. For indoor equipment: Determine room attenuating effect, i.e., difference between sound power level and sound pressure level. Determined sound power level will be the sum of sound pressure level due to equipment plus the room attenuating effect.

c. For outdoor equipment: Use directivity factor and distance from noise source to determine distance factor, i.e., difference between sound power level and sound pressure level. Measured sound power level will be the sum of sound pressure level due to equipment plus the distance factor.

Use // 10 meters (30 feet) // 13 meters (40 feet) // 16 meters (50 feet)

// for sound level location.

3. Where sound pressure levels are specified in terms of dB(A), as in Section

23 65 00, COOLING TOWERS, measure sound levels using the "A" scale of meter.

Single value readings will be used instead of octave band analysis.

E. Where measured sound levels exceed specified level, the installing contractor or equipment manufacturer shall take remedial action approved by the Resident

Engineer and the necessary sound tests shall be repeated.

F. Test readings for sound testing could go higher than 15 percent if determination is made by the Resident Engineer based on the recorded sound data.

3.10 MARKING OF SETTINGS

Following approval of Tab final Report, the setting of all HVAC adjustment devices including valves, splitters and dampers shall be permanently marked by the TAB Specialist so that adjustment can be restored if disturbed at any time.

Style and colors used for markings shall be coordinated with the Resident

Engineer.

3.11 IDENTIFICATION OF TEST PORTS

The TAB Specialist shall permanently and legibly identify the location points of duct test ports. If the ductwork has exterior insulation, the identification shall be made on the exterior side of the insulation. All penetrations through ductwork and ductwork insulation shall be sealed to prevent air leaks and maintain integrity of vapor barrier.

3.12 PHASING

A. Phased Projects: Testing and Balancing Work to follow project with areas shall be completed per the project phasing. Upon completion of the project all areas shall have been tested and balanced per the contract documents.

B. Existing Areas: Systems that serve areas outside of the project scope shall not be adversely affected. Measure existing parameters where shown to document system capacity.

3.13 COMMISSIONING

A. Provide commissioning documentation in accordance with the requirements of

Section 23 08 00 – COMMISSIONING OF HVAC SYSTEMS for all inspection, start up, and contractor testing required above and required by the System Readiness

Checklist provided by the Commissioning Agent.

B. Components provided under this section of the…

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