B05 Amendment 3 Attachment 1 RFI Response 1-28.pdf

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Rosebud Heating Plant Replacement Federal contract opportunity
Solicitation number
75H70124R00024
Issued by
Department of Health and Human Services Indian Health Service

About this file

This document is a request for proposal (RFP) issued by the Indian Health Service (IHS) for a construction project to remove existing boilers and pumps and install a new boiler system for the Rosebud Comprehensive Health Care Facility in Rosebud, SD.

The 365-day construction project is a small business set-aside with a contract value between $1-5 million. The IHS intends to award a firm-fixed price contract based on the lowest price technically acceptable proposal. Key requirements include meeting TERO fees, providing maintenance training, and complying with commissioning requirements for the HVAC and plumbing systems. Offerors must be registered in the System for Award Management (SAM) database. The solicitation provides details on proposal submission, site visit, and evaluation criteria. The document also includes infection control risk assessment information, fireproofing specifications, and commissioning specifications.

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B05 Amendment 4.pdf PDF
B05 Amendment 3.pdf PDF
B05 Amendment 2.pdf PDF
B05 Amendment 1.pdf PDF
Attachment 3 Drawings 23.02.09.pdf PDF
Attachment 4 WH347 PAYROLL.pdf PDF
Attachment 5 Release of Claims.pdf PDF
Attachment 1 Wage Determination SD20240018.pdf PDF
Attachment 8 Past Performance Questionnaire.docx DOCX document
Attachment 6 Subcontracting Plan.pdf PDF
Attachment 2 Specifications 23.02.09.pdf PDF
Attachment 7 Specialized Experience Construction Form.docx DOCX document
B01 24R00024 v3.pdf PDF
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078100 - 1 APPLIED FIREPROOFING 078100 - 1

FINAL CONSTRUCTION DOCUMENTS

02/09/2023

ROSEBUD HEAT PLANT DESIGN

ROSEBUD, SD

SECTION 078100 - APPLIED FIREPROOFING

PART 1 - GENERAL

1.1 RELATED DOCUMENTS

A. Drawings and general provisions of the Contract, including General and Supplementary

Conditions and Division 01 Specification Sections, apply to this Section.

1.2 SUMMARY

A. Section includes sprayed fire-resistive materials. (SFRM)

1.3 PREINSTALLATION MEETINGS

A. Preinstallation Conference: Conduct conference at Project site.

1. Review products, design ratings, restrained and unrestrained conditions, densities, thicknesses, bond strengths, and other performance requirements.

1.4 ACTION SUBMITTALS

A. Product Data: For each type of product.

B. Sustainability Submittals:

1. Product Data: For paints and coatings, documentation including printed statement of VOC content.

C. Shop Drawings: Framing plans or schedules, or both, indicating the following:

1. Extent of fireproofing for each construction and fire-resistance rating.

2. Applicable fire-resistance design designations of a qualified testing and inspecting agency acceptable to authorities having jurisdiction.

3. Minimum fireproofing thicknesses needed to achieve required fire-resistance rating of each structural component and assembly.

4. Treatment of fireproofing after application.

1.5 INFORMATIONAL SUBMITTALS

A. Qualification Data: For Installer and testing agency.

B. Product Certificates: For each type of fireproofing.

C. Evaluation Reports: For fireproofing, from ICC-ES.

078100 - 2 APPLIED FIREPROOFING 078100 - 2

D. Field quality-control reports.

1.6 QUALITY ASSURANCE

A. Installer Qualifications: A firm or individual certified, licensed, or otherwise qualified by fireproofing manufacturer as experienced and with sufficient trained staff to install manufacturer's products according to specified requirements.

1.7 FIELD CONDITIONS

A. Environmental Limitations: Do not apply fireproofing when ambient or substrate temperature is

44 deg F or lower unless temporary protection and heat are provided to maintain temperature at or above this level for 24 hours before, during, and for 24 hours after product application.

B. Ventilation: Ventilate building spaces during and after application of fireproofing, providing complete air exchanges according to manufacturer's written instructions. Use natural means or, if they are inadequate, forced-air circulation until fireproofing dries thoroughly.

PART 2 - PRODUCTS

2.1 PERFORMANCE REQUIREMENTS

A. Assemblies: Provide fireproofing, including auxiliary materials, according to requirements of each fire-resistance design and manufacturer's written instructions.

B. Source Limitations: Obtain fireproofing for each fire-resistance design from single source.

C. Fire-Resistance Design: Indicated on Drawings, tested according to ASTM E 119 or UL 263;

testing by a qualified testing agency. Identify products with appropriate markings of applicable testing agency.

1. Steel members are to be considered unrestrained unless specifically noted otherwise.

D. VOC Content: Applied sealer products shall comply with VOC content limits of authorities having jurisdiction and the following VOC limits:

1. Primers, Sealers, and Undercoaters: 200 g/L.

E. Asbestos: Provide products containing no detectable asbestos.

2.2 SPRAYED FIRE-RESISTIVE MATERIALS

A. Sprayed Fire-Resistive Material : Manufacturer's standard, factory-mixed, lightweight, dry formulation, complying with indicated fire-resistance design, and mixed with water at Project site to form a slurry or mortar before conveyance and application or conveyed in a dry state and mixed with atomized water at place of application.

078100 - 3 APPLIED FIREPROOFING 078100 - 3

1. Products:Subject to compliance with requirements, provide the following or approved equal :

a. Grace Construction Products; W.R. Grace & Co. -- Conn.; Grace Construction

Products; Monokote MK-6 Series.

b. Southwest Fireproofing Products Co.; Type 5GP.

2. Bond Strength: Minimum 150-lbf/sq. ft. cohesive and adhesive strength based on field testing according to ASTM E 736.

3. Density: Not less than 15 lb/cu. ft. and as specified in the approved fire-resistance design, according to ASTM E 605.

4. Thickness: As required for fire-resistance design indicated, measured according to requirements of fire-resistance design or ASTM E 605, whichever is thicker, but not less than 0.75 inch.

5. Combustion Characteristics: ASTM E 136.

6. Surface-Burning Characteristics: Comply with ASTM E 84; testing by a qualified testing agency. Identify products with appropriate markings of applicable testing agency.

a. Flame-Spread Index: 10 or less.

b. Smoke-Developed Index: 10 or less.

7. Compressive Strength: Minimum 10 lbf/sq. in. according to ASTM E 761.

8. Corrosion Resistance: No evidence of corrosion according to ASTM E 937.

9. Deflection: No cracking, spalling, or delamination according to ASTM E 759.

10. Air Erosion: Maximum weight loss of 0.025 g/sq. ft. in 24 hours according to

ASTM E 859.

11. Fungal Resistance: Treat products with manufacturer's standard antimicrobial formulation to result in no growth on specimens per ASTM G 21 .

2.3 AUXILIARY MATERIALS

A. General: Provide auxiliary materials that are compatible with fireproofing and substrates and are approved by UL or another testing and inspecting agency acceptable to authorities having jurisdiction for use in fire-resistance designs indicated.

B. Substrate Primers: Primers approved by fireproofing manufacturer and complying with one or both of the following requirements:

1. Primer and substrate are identical to those tested in required fire-resistance design by UL or another testing and inspecting agency acceptable to authorities having jurisdiction.

2. Primer's bond strength in required fire-resistance design complies with specified bond strength for fireproofing and with requirements in UL's "Fire Resistance Directory" or in the listings of another qualified testing agency acceptable to authorities having jurisdiction, based on a series of bond tests according to ASTM E 736.

C. Bonding Agent: Product approved by fireproofing manufacturer and complying with requirements in UL's "Fire Resistance Directory" or in the listings of another qualified testing agency acceptable to authorities having jurisdiction.

http://www.specagent.com/LookUp/?ulid=12071&mf=04&src=wd http://www.specagent.com/LookUp/?uid=123457000108&mf=04&src=wd http://www.specagent.com/LookUp/?uid=123457000112&mf=04&src=wd

078100 - 4 APPLIED FIREPROOFING 078100 - 4

D. Metal Lath: Expanded metal lath fabricated from material of weight, configuration, and finish required, according to fire-resistance designs indicated and fireproofing manufacturer's written instructions. Include clips, lathing accessories, corner beads, and other anchorage devices required to attach lath to substrates and to receive fireproofing.

E. Sealer: Transparent-drying, water-dispersible, tinted protective coating recommended in writing by fireproofing manufacturer for each fire-resistance design.

PART 3 - EXECUTION

3.1 EXAMINATION

A. Examine substrates, areas, and conditions, with Installer present, for compliance with requirements for substrates and other conditions affecting performance of the Work and according to each fire-resistance design.

1. Verify that substrates are free of dirt, oil, grease, release agents, rolling compounds, mill scale, loose scale, incompatible primers, paints, and encapsulants, or other foreign substances capable of impairing bond of fireproofing with substrates under conditions of normal use or fire exposure.

2. Verify that objects penetrating fireproofing, including clips, hangers, support sleeves, and similar items, are securely attached to substrates.

3. Verify that substrates receiving fireproofing are not obstructed by ducts, piping, equipment, or other suspended construction that will interfere with fireproofing application.

B. Verify that concrete work on steel deck is complete before beginning fireproofing work.

C. Verify that roof construction, installation of rooftop HVAC equipment, and other related work are complete before beginning fireproofing work.

D. Conduct tests according to fireproofing manufacturer's written instructions to verify that substrates are free of substances capable of interfering with bond.

E. Prepare written report, endorsed by Installer, listing conditions detrimental to performance of the

Work.

F. Proceed with installation only after unsatisfactory conditions have been corrected.

3.2 PREPARATION

A. Cover other work subject to damage from fallout or overspray of fireproofing materials during application.

B. Clean substrates of substances that could impair bond of fireproofing.

C. Prime substrates where included in fire-resistance design and where recommended in writing by fireproofing manufacturer unless compatible shop primer has been applied and is in satisfactory condition to receive fireproofing.

078100 - 5 APPLIED FIREPROOFING 078100 - 5

3.3 APPLICATION

A. Construct fireproofing assemblies that are identical to fire-resistance design indicated and products as specified, tested, and substantiated by test reports; for thickness, primers, sealers, topcoats, finishing, and other materials and procedures affecting fireproofing work.

B. Comply with fireproofing manufacturer's written instructions for mixing materials, application procedures, and types of equipment used to mix, convey, and apply fireproofing; as applicable to particular conditions of installation and as required to achieve fire-resistance ratings indicated.

C. Coordinate application of fireproofing with other construction to minimize need to cut or remove fireproofing.

1. Do not begin applying fireproofing until clips, hangers, supports, sleeves, and other items penetrating fireproofing are in place.

2. Defer installing ducts, piping, and other items that would interfere with applying fireproofing until application of fireproofing is completed.

D. Metal Decks:

1. Do not apply fireproofing to underside of metal deck substrates until concrete topping, if any, is completed.

2. Do not apply fireproofing to underside of metal roof deck until roofing is completed;

prohibit roof traffic during application and drying of fireproofing.

E. Install auxiliary materials as required, as detailed, and according to fire-resistance design and fireproofing manufacturer's written instructions for conditions of exposure and intended use. For auxiliary materials, use attachment and anchorage devices of type recommended in writing by fireproofing manufacturer.

F. Spray apply fireproofing to maximum extent possible. After the spraying operation in each area, complete the coverage by trowel application or other placement method recommended in writing by fireproofing manufacturer.

G. Extend fireproofing in full thickness over entire area of each substrate to be protected.

H. Install body of fireproofing in a single course unless otherwise recommended in writing by fireproofing manufacturer.

I. Where sealers are used, apply products that are tinted to differentiate them from fireproofing over which they are applied.

J. Provide a uniform finish complying with description indicated for each type of fireproofing material and matching finish approved for required mockups.

K. Cure fireproofing according to fireproofing manufacturer's written instructions.

L. Do not install enclosing or concealing construction until after fireproofing has been applied, inspected, and tested and corrections have been made to deficient applications.

078100 - 6 APPLIED FIREPROOFING 078100 - 6

3.4 FIELD QUALITY CONTROL

A. Special Inspections: Engage a qualified special inspector to perform the following special inspections:

1. Test and inspect as required by the IBC, Subsection 1705.13, "Sprayed Fire-Resistant

Materials."

B. Perform the tests and inspections of completed Work in successive stages. Do not proceed with application of fireproofing for the next area until test results for previously completed applications of fireproofing show compliance with requirements. Tested values must equal or exceed values as specified and as indicated and required for approved fire-resistance design.

C. Fireproofing will be considered defective if it does not pass tests and inspections.

1. Remove and replace fireproofing that does not pass tests and inspections, and retest.

2. Apply additional fireproofing, per manufacturer's written instructions, where test results indicate insufficient thickness, and retest.

D. Prepare test and inspection reports.

3.5 CLEANING, PROTECTING, AND REPAIRING

A. Cleaning: Immediately after completing spraying operations in each containable area of Project, remove material overspray and fallout from surfaces of other construction and clean exposed surfaces to remove evidence of soiling.

B. Protect fireproofing, according to advice of manufacturer and Installer, from damage resulting from construction operations or other causes, so fireproofing is without damage or deterioration at time of Substantial Completion.

C. As installation of other construction proceeds, inspect fireproofing and repair damaged areas and fireproofing removed due to work of other trades.

D. Repair fireproofing damaged by other work before concealing it with other construction.

E. Repair fireproofing by reapplying it using same method as original installation or using manufacturer's recommended trowel-applied product.

END OF SECTION

100% CONSTRUCTION DOCUMENTS

01/26/2023

COMMISSIONING OF PLUMBING SYSTEMS 22 0800 - 1

SECTION 22 0800 - COMMISSIONING OF PLUMBING SYSTEMS

1.01 SUMMARY

A. Section includes

1. Division 22 responsibilities in the commissioning process.

2. Commissioning Plumbing Systems

1.02 DEFINITIONS

A. CxA: Commissioning Agent.

B. GC: Contractor; General Contractor, not a Subcontractor.

C. O&M: operations and Maintenance.

1.03 DESCRIPTION

A. This section describes commissioning requirements applicable to commissioned items and systems specified in Division 22 to ensure that all systems are operating in a manner consistent with the Contract Documents.

B. Conform to commissioning requirements and the commissioning plan.

C. Submittal, training, and O&M manual requirements listed in this specification are the same as those required per section 22 0000.

1.04 RESPONSIBILITIES

A. Mechanical, Plumbing, Controls, and TAB Contractors: The commissioning responsibilities applicable to each of the mechanical, controls, and TAB contractors of Division 22 are as follows (all references apply to commissioned equipment only):

1. Construction and Acceptance Phases

a. Include the cost of participating in commissioning in the contract price.

b. Provide requested documentation to the CxA for development of the functional testing procedures.

c. Complete CxA furnished functional performance tests and procedures. Subs shall review test procedures to ensure feasibility, safety and equipment protection, and provide necessary written alarm limits to be used during the tests.

d. Complete a start-up and initial checkout plan using manufacturer's start-up procedures and the CxA furnished Prefunctional checklists for all commissioned equipment. Submit to GC for review prior to startup. CxA will verify plan for compliance. Refer to Section 01 9113 for further details related to start-up.

e. During the startup and initial checkout process, execute the mechanical-related portions of the prefunctional checklists for all commissioned equipment.

COMMISSIONING OF PLUMBING SYSTEMS 22 0800 - 2

f. Correct system deficiencies before functional testing. Air and water TAB shall be completed with discrepancies and problems remedied before functional testing of the respective air-or water-related systems.

g. Perform and clearly document all completed startup and system operational checkout procedures, providing a copy to the GC.

h. Provide skilled technicians to execute starting of equipment and to execute the functional performance tests. Ensure that they are available and present during the agreed upon schedules and for sufficient duration to complete the necessary tests, adjustments, and problem-solving.

i. Provide all test equipment necessary to fulfill specified testing requirements.

j. Perform functional performance testing under the direction of the CxA for specified equipment. Assist the CxA in interpreting the monitored data, as necessary

k. Correct deficiencies (differences between specified and observed performance) as interpreted by the CxA and A/E, and retest the equipment.

2. Operation Manuals shall include:

a. Reference section 22 0000.

b. Recommendations for re-commissioning frequency by equipment type.

B. Plumbing Contractor: The commissioning responsibilities of the plumbing contractor, during construction and acceptance phases in addition to those listed in Paragraph A, above, are:

1. Participate in the Commission the plumbing systems listed in Section 01 9113 and the Commission Plan.

2. During the startup and initial checkout process, execute the plumbing-related portions of the pre-functional checklists for all commissioned

3. Provide all test equipment necessary to fulfill specified testing requirements (Testing per this section is a section requirement. Include all documentation and scheduling to the CxA).

4. Perform and clearly document all completed startup and system operational checkout procedures, providing a copy to the CxA.

5. Prepare a preliminary schedule for Division 22 pipe system testing, flushing and cleaning, and equipment start-up for use by the CxA.

Update the schedule as appropriate.

6. Notify the GC when pipe system testing, flushing, cleaning, and startup of each piece of equipment will occur. Be responsible to notify the GC ahead of time, when commissioning activities not yet performed or not yet

COMMISSIONING OF PLUMBING SYSTEMS 22 0800 - 3

scheduled will delay construction. Be proactive in seeing that commissioning processes are executed and that the CxA has the scheduling information needed to efficiently execute the commissioning process.

7. Refer to Section 01 9113 for specific details on non-conformance issues relating to pre-functional checklists and tests and for issues relating to functional performance tests.

8. The training: This is the same training as required by section 22 0000;

it shall consist of a review of the O&M manuals and hands-on training.

Hands-on training shall include start-up, operation in all-modes possible, including manual, shut-down, and any emergency procedures and preventative maintenance for all pieces of equipment. The plumbing contractor shall fully explain and demonstrate the operation, function, and overrides of any local package controls, not controlled by the central control system. Training shall occur after functional testing is complete, unless approved otherwise by the GC. Contractor and vendor training will be as specified for the product or system. Training will be scheduled by the GC and monitored by the GC and CxA.

NOT USED

3.01 STARTUP

A. The plumbing contractor shall follow the start-up and initial checkout procedures listed in the Responsibilities list in this section and in Section 01 9113. Division 22 has start-up responsibility and is required to complete systems and sub-systems so they are fully functional, meeting the design objectives of the Contract Documents. The commissioning procedures and functional testing do not relieve or lessen this responsibility or shift that responsibility partially to the Commissioning Agent or Owner.

B. Functional testing is intended to begin upon completion of a system. Functional testing may proceed prior to the completion of systems or sub-systems at the discretion of the GC. Beginning system testing before full completion, does not relieve the Contractor from fully completing the system, including all prefunctional checklists as soon as possible.

3.02 OPERATIONS AND MAINTENACE (O&M) MANUALS

A. The following O&M Manual requirements do not replace O&M Manual documentation requirements elsewhere in these specifications.

B. Division 22 shall compile and prepare documentation for all commissioned systems covered in Division 22 and deliver this documentation to the GC for inclusion in the O&M Manuals prior to the training of Owner personnel.

3.03 TRAINING OF OWNER PERSONNEL – Same training as required per section 22 0000.

COMMISSIONING OF PLUMBING SYSTEMS 22 0800 - 4

A. The GC shall be responsible for training coordination and scheduling and ultimately to ensure that training is completed.

B. The GC shall be responsible for reviewing the content and adequacy of the training of Owner personnel for commissioned equipment or systems. CxA will verify compliance.

C. Mechanical and Plumbing Contractor: The mechanical and plumbing contractors shall have the following training responsibilities for their commissioned systems

1. Provide the GC with a training plan 4 weeks before the planned training.

2. Provide designated Owner personnel with comprehensive orientation and training in the understanding of the systems and the operation and maintenance of each piece of commissioned equipment.

3. Training shall start with classroom sessions followed by hands on training on each piece of equipment.

4. During any demonstration, should the system fail to perform in accordance with the requirements of the O&M Manual or sequence of operations, the system will be repaired or adjusted as necessary and the demonstration repeated.

5. The appropriate trade or manufacturer's representative shall provide the instructions on each major piece of equipment. This person may be the start-up technician for the piece of equipment, the installing contractor or manufacturer's representative. Practical building operating expertise as well as in-depth knowledge of all modes of operation of the specific piece of equipment is required. More than 1 party may be required to execute the training.

6. The controls contractor shall attend sessions other than the controls training, as requested, to discuss the interaction of the controls system as it relates to the equipment being discussed.

7. The training sessions shall follow the outline in the Table of Contents of the operation and maintenance manual and illustrate whenever possible the use of the O&M Manuals for reference.

8. Training shall include

a. Use the printed installation, operation, and maintenance instruction material included in the O&M Manuals.

b. A review of the written O&M instructions emphasizing safe and proper operating requirements, preventative maintenance, special tools needed and spare parts inventory suggestions. The training shall include start-up, operation in all modes possible, shut-down, seasonal changeover and any emergency procedures.

c. Discussion of relevant health and safety issues and concerns.

d. Discussion of warranties and guarantees.

e. Common troubleshooting problems and solutions.

f. Explanation of information included in the O&M Manuals.

COMMISSIONING OF PLUMBING SYSTEMS 22 0800 - 5

g. Discussion of any peculiarities of equipment installation or operation.

h. Classroom sessions shall include the use of overhead projections, slides, video/audio taped material as might be appropriate.

9. Hands-on training shall include start-up, operation in all modes possible, including manual, shut-down and any emergency procedures and maintenance of all pieces of equipment.

10. Fully explain and demonstrate the operation, function, and overrides of any local packaged controls, not controlled by the central control system.

11. Training shall occur after functional testing is complete, unless approved otherwise by the GC.

COMMISSIONING OF MECHANICAL SYSTEMS 23 0800 - 1

SECTION 23 0800 - COMMISSIONING OF HVAC SYSTEMS

1.01 SUMMARY

A. Section includes

1. Division 23 responsibilities in the commissioning process.

2. Commissioning HVAC Systems.

3. Commissioning Building HVAC Systems Automation Controls.

4. Commissioning Testing, Adjusting and Balancing (TAB).

1.02 DEFINITIONS

A. CxA: Commissioning Agent.

B. GC: Contractor; General Contractor, not a Subcontractor.

C. O&M: operations and Maintenance.

1.03 DESCRIPTION

A. This section describes commissioning requirements applicable to commissioned items and systems specified in Division 23 to ensure that all systems are operating in a manner consistent with the Contract Documents.

B. Conform to commissioning requirements and the commissioning plan.

C. Submittal, training, and O&M manual requirements listed in this specification are the same as those required per section 23 0000.

1.04 RESPONSIBILITIES

A. Mechanical, Plumbing, Controls, and TAB Contractors: The commissioning responsibilities applicable to each of the mechanical, controls, and TAB contractors of Division 23 are as follows (all references apply to commissioned equipment only):

1. Construction and Acceptance Phases

a. Include the cost of participating in commissioning in the contract price.

b. Provide requested documentation to the CxA for development of the functional testing procedures.

c. Complete CxA furnished functional performance tests and procedures. Subs shall review test procedures to ensure feasibility, safety and equipment protection, and provide necessary written alarm limits to be used during the tests.

d. Complete a start-up and initial checkout plan using manufacturer's start-up procedures and the CxA furnished Prefunctional checklists for all commissioned equipment. Submit to GC for review prior to startup. CxA will verify plan for compliance. Refer to Section 01 9113 for further details related to start-up.

COMMISSIONING OF MECHANICAL SYSTEMS 23 0800 - 2

e. During the startup and initial checkout process, execute the mechanical-related portions of the prefunctional checklists for all commissioned equipment.

f. Correct system deficiencies before functional testing. Air and water TAB shall be completed with discrepancies and problems remedied before functional testing of the respective air-or water-related systems.

g. Perform and clearly document all completed startup and system operational checkout procedures, providing a copy to the GC.

h. Provide skilled technicians to execute starting of equipment and to execute the functional performance tests. Ensure that they are available and present during the agreed upon schedules and for sufficient duration to complete the necessary tests, adjustments, and problem-solving.

i. Provide all test equipment necessary to fulfill specified testing

j. Perform functional performance testing under the direction of the CxA for specified equipment. Assist the CxA in interpreting the monitored data, as necessary.

k. Correct deficiencies (differences between specified and observed performance) as interpreted by the CxA and A/E, and retest the

2. Operation Manuals shall include:

a. Reference section 23 0000.

b. Recommendations for re-commissioning frequency by equipment type.

B. Mechanical Contractor: The commissioning responsibilities of the HVAC mechanical contractor, during construction and acceptance phases, in addition to those listed in Paragraph A, above, are:

1. Participate in the Commissioning of the mechanical systems listed in Section 01 9113 and the Commissioning Plan.

2. Provide startup for all HVAC equipment, except for the building automation control system. Clearly document all completed startup and system operational checkout procedures, providing a copy to the CxA.

3. Provide all test equipment necessary to fulfill specified testing requirements. Data Loggers and test equipment not specified in equipment or system sections excluded.

4. Assist and cooperate with the TAB contractor and CxA by:

a. Putting all HVAC equipment and systems into operation and continuing the operation during each working day of TAB and commissioning, as required.

b. Including cost of sheaves and belts that may be required by TAB.

COMMISSIONING OF MECHANICAL SYSTEMS 23 0800 - 3

c. Providing test holes in ducts and plenums where directed by TAB to allow air measurements and air balancing. Providing an approved plug.

d. Providing temperature and pressure taps according to the Construction Documents for TAB and commissioning testing.

5. Install a P/T plug at water sensors which is an input point to the control system. Refer to drawings for locations.

6. List and clearly identify on the as-built drawings the location of all air-flow stations (if applicable).

7. Prepare a preliminary schedule for Division 23 pipe and duct system testing, flushing and cleaning, equipment start-up, and TAB start and completion for use by the CxA. Update the schedule as appropriate.

8. Notify the GC when pipe and duct system testing, flushing, cleaning, startup of each piece of equipment, and TAB will occur. Be responsible to notify the GC ahead of time, when commissioning activities not yet performed or not yet scheduled will delay construction. Be proactive in seeing that commissioning processes are executed and that the CxA has the scheduling information needed to efficiently execute the commissioning process.

9. Refer to Section 01 9113 for specific details on non-conformance issues relating to prefunctional checklists and tests and for issues relating to functional performance tests.

10. The training: This is the same training as required by section 23 0000;

it shall consist of a review of the O&M manuals and hands-on training.

Hands-on training shall include start-up, operation in all modes possible, including manual, shut-down and any emergency procedures and preventative maintenance for all pieces of equipment. The mechanical contractor shall fully explain and demonstrate the operation, function and overrides of any local packages controls, not controlled by the central control system. Training shall occur after functional testing is complete, unless approved otherwise by the GC. Contractor and vendor training will be as specified for the product of system. Training will be scheduled by the GC and monitored by the GC and CxA.

C. Controls Contractor: The commissioning responsibilities of the controls contractor, during construction and acceptance phases in addition to those listed in Paragraph A, above, are (same at required per section 23 0000 and 230900):

1. Sequences of Operation Submittals: The Controls Contractor's submittals of control drawings shall include complete detailed sequences of operation for each piece of equipment, regardless of the completeness and clarity of the sequences in the specifications. They shall include:

a. An overview narrative of the system (1 or 2 paragraphs) generally describing its purpose, components, and function.

COMMISSIONING OF MECHANICAL SYSTEMS 23 0800 - 4

b. All interactions and interlocks with other systems.

c. Detailed delineation of control between any packaged controls and the building automation system, listing what points the BAS monitors only and what BAS points are control points and are adjustable.

d. Written sequences of control for packaged controlled equipment.

(Equipment manufacturers' stock sequences may be included, but will generally require additional narrative).

e. Start-up sequences.

f. Warm-up mode sequences.

g. Normal operating mode sequences.

h. Unoccupied mode sequences.

i. Shutdown sequences.

j. Capacity control sequences and equipment staging.

k. Temperature and pressure control: setbacks, setups, resets, etc.

l. Detailed sequences for all control strategies, e.g., economizer control, optimum start/stop, staging, optimization, demand limiting, etc.

m. Effects of power or equipment failure with all standby component functions.

n. Sequences for all alarms and emergency shut downs.

o. Seasonal operational differences and recommendations.

p. Initial and recommended values for all adjustable settings, setpoints, and parameters that are typically set or adjusted by operating staff; and any other control settings or fixed values, delays, etc. that will be useful during testing and operating the

q. Schedules, if known.

r. To facilitate referencing in testing procedures, all sequences shall be written in small statements, each with a number for reference.

For a given system, numbers shall not repeat for different sequence sections, unless the sections are numbered.

2. Control Drawings Submittal

a. The control drawings shall have a key to all abbreviations.

b. The control drawings shall contain graphic schematic depictions of the systems and each component.

COMMISSIONING OF MECHANICAL SYSTEMS 23 0800 - 5

c. The schematics shall include the system and component layout of any equipment that the control system monitors, enables or controls, even if the equipment if primarily controlled by packaged or integral controls.

d. Provide a full points list with at least the following included for each point.

1) Controlled system

2) Point abbreviation

3) Point description3

4) Display unit

5) Control point or setpoint (Yes/No)

6) Monitoring point (Yes/No)

7) Intermediate point (Yes/No)

8) Calculated point (Yes/No)

Key:

a) Point Description: DB temp, airflow, etc.

b) Control or setpoint: Point that controls equipment and can have its setpoint changed (OSA, SAT, etc.)

c) Intermediate point: Point whose value is used to make a calculation which then controls equipment (space temperatures that are averaged to a virtual point to control reset).

d) Monitoring point: A reference point that does not control or contribute to the control of equipment, but is used for operation, maintenance, or performance verification.

e) Calculated point: “Virtual” point generated from calculations of other point values.

9) The controls contractor shall keep the CxA informed of all changes to this list during programming and setup.

3. An updated as-built version of the control drawings and sequences of operation shall be included in the final controls O&M Manual submittal.

4. Assist and cooperate with TAB contractor in the following manner.

a. Meet with the TAB contractor prior to beginning TAB and review the TAB plan to determine the capabilities of the control system toward completing TAB. Provide the TAB contractor any unique instruments needed for setting terminal unit boxes and instruct

COMMISSIONING OF MECHANICAL SYSTEMS 23 0800 - 6

TAB in their use (handheld control system interface for use around the building during TAB, etc.).

b. For a given area, have all required prefunctional checklists, calibration, startup, and selected functional tests of the system completed prior to TAB.

c. Provide a qualified technician to operate the controls to assist the TAB contractor in performing TAB, or provide sufficient training for TAB to operate the system without assistance.

5. Assist and cooperate with the CxA in the following manner.

a. Using a skilled technician who is familiar with the installed systems in this building, execute the functional testing of the controls system. Assist in the functional testing of all equipment.

Provide 2-way radios during the testing.

b. Execute all control system trend logs.

6. The controls contractor shall prepare a written plan indicating in a step-by-step manner, the procedures that will be followed to test, checkout and adjust the control system prior to functional performance testing. At minimum, the plan shall include for each type of equipment controlled by the automatic controls.

a. System name.

b. List of devices.

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

1) Process of verifying proper hardware and wiring installation.

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

3) Process of performing operational checks of each controlled component.

4) Plan and process for calibrating valve and damper actuators and all sensors.

5) A description of the expected field adjustments for transmitters, controllers, and control actuators should control responses fall outside of expected values.

d. A copy of the log and field checkout sheets that will document the process. This log must include a place for initial and final read values during calibration of each point and clearly indicate when a sensor or controller has “passed” and is operating within the contract parameters.

COMMISSIONING OF MECHANICAL SYSTEMS 23 0800 - 7

e. A description of the instrumentation required for testing.

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

7. Provide a signed and dated certification to the GC upon completion of the checkout of each controlled device, equipment and system prior to functional testing for each piece of equipment or system, that all system programming is complete as to all respects of the Contract Documents, except functional testing requirements.

8. Beyond the control points necessary to execute all documented control sequences, provide monitoring, control, and virtual points.

9. List and clearly identify on the as-built duct and piping drawings the locations of all monitoring and control sensors.

10. Provide all test equipment necessary to fulfill specified testing

D. TAB Contractor: The duties of the TAB contractor, in addition to those listed in Paragraph A, above, are (same at required per section 23 0000 and 230593)::

1. Submit the outline of the TAB plan and approach for each system and component to the CxA, QC, and the controls contractor 6 weeks prior to starting the TAB. This plan shall be developed after the TAB has met with the GC and become familiar with the control system.

2. The submitted plan shall include:

a. Certification that the TAB contractor has reviewed the construction documents and the systems with the design engineers and contractors to sufficiently understand the design intent for each system.

b. An explanation of the intended use of the building control system.

The controls contractor shall comment on feasibility of the plan.

c. All field checkout sheets and logs to be used that list each piece of equipment to be tested, adjusted, and balanced with the data cells to be gathered for each.

d. Discussion of what notations and markings will be made on the duct and piping drawings during the process.

e. Final test report forms to be used.

f. Detailed step-by-step procedures for TAB work for each system and issue: terminal flow calibration (for each terminal type), diffuser proportioning, branch/sub-main proportioning, total flow calculations, rechecking, diversity issues, expected problems and solutions, etc. Criteria for using air flow straighteners or relocating flow stations and sensors shall be discussed. Provide the

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analogous explanations for the waterside. (If NEBB, AABC, TAB submit procedural standards).

g. List of all airflow, water flow, system capacity, and efficiency measurements to be performed and a description of specific test procedures, parameters, formulas to be used.

h. Details of how total flow will be determined (Air: sum of terminal flows via BAS calibrated readings or via hood readings of all terminals, supply (SA) and return air (RA) pitot traverse, SA or RA flow stations. Water: pump curves, circuit setter, flow station, ultrasonic, etc.). (Describe in Narrative and submit in final reports).

i. The identification and types of measurement instruments to be used and their most recent calibration date.

j. Specific procedures that will ensure that both air and water side are operating at the lowest possible pressures and provide methods to verify this.

k. Confirmation that TAB understands the outside air ventilation criteria under all conditions.

l. Details of whether and how minimum outside air cfm will be verified and set, and for what level (total building, zone, etc.).

m. Details of how building static and exhaust fan/relief damper capacity will be checked.

n. Proposed selection points for sound measurements and sound measurements methods.

o. Details of methods for making any specified coil or other system plant capacity measurements.

p. Details of any TAB work to be done in phases (by floor, etc.), or of areas to be built out later.

q. Details regarding specified deferred or seasonal TAB work.

r. Details of any specified false loading of systems to complete TAB work.

s. Details of all exhaust fan balancing and capacity verifications, including any required room pressure differentials.

t. Details of any required interstitial cavity differential pressure measurements and calculations.

u. Plan for hand-written field technician logs of discrepancies, deficient or uncompleted work by others, contract interpretation requests and lists of completed tests (scope and frequency).

v. Plan for formal progress reports (scope and frequency).

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w. Plan for formal deficiency reports (scope, frequency, and distribution).

3. The TAB field technicians shall keep a running log of events and issues.

Submit hand-written reports of discrepancies, deficient or uncompleted work by others, contract interpretation requests and lists of completed tests to the CA and GC at least twice a week.

4. Communicate in writing to the controls contractor all setpoint and parameter changes made or problems and discrepancies identified during TAB which affect the control system setup and operation.

5. Provide a draft copy of the TAB report to the CxA within 2 weeks of completion. The report shall contain a full explanation of the methodology, assumptions, and the results in a clear format with designations of all uncommon abbreviations and column headings. The report should follow the latest and most rigorous reporting recommendations by AABC, NEBB, or ASHRAE Standard 111.

6. Provide the CxA with any updates as a result of A/E review.

7. Provide all test equipment necessary to fulfill specified testing requirements

NOT USED

3.01 STARTUP

A. The mechanical and controls contractors shall follow the start-up and initial checkout procedures listed in the Responsibilities list in this section and in Section 01 9113. Division 23 has start-up responsibility and is required to complete systems and sub-systems so they are fully functional, meeting the design objectives of the Contract Documents. The commissioning procedures and functional testing do not relieve or lessen this responsibility or shift that responsibility partially to the Commissioning Agent or Owner.

B. Functional testing is intended to begin upon completion of a system. Functional testing may proceed prior to the completion of systems or sub-systems at the discretion of the GC. Beginning system testing before full completion, does not relieve the Contractor from fully completing the system, including all prefunctional checklists as soon as possible.

3.02 OPERATIONS AND MAINTENACE (O&M) MANUALS

A. The following O&M Manual requirements do not replace O&M Manual documentation requirements elsewhere in these specifications.

B. Division 23 shall compile and prepare documentation for all commissioned systems covered in Division 23 and deliver this documentation to the GC for inclusion in the O&M Manuals prior to the training of Owner personnel.

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C. Special Control System O&M Manual Requirements (same at required per section 23 0000 and 230593): In addition to documentation that may be specified elsewhere, the controls contractor shall compile and organize at a minimum the following data on the control system in a labeled 3-ring binders with indexed tabs.

1. Three (3) copies of the controls training manuals in a separate manual from the O&M Manuals.

2. Operation and Maintenance Manuals containing:

a. Specific 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. These instructions shall be step-by-step. Indexes and clear tables of contents shall be included. The detailed technical manual for programming and customizing control loops and algorithms shall be included.

b. Full as-built set of control drawings.

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

d. Full points list. A listing of all rooms shall be provided with the following information for each room.

1) Floor.

2) Room number.

3) Room name.

4) Air handler unit ID.

5) Reference drawing number.

6) Air terminal unit tag ID.

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

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

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

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

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

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

k. Warranty requirements.

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l. Copies of all checkout tests, other than commissioning tests, and calibrations performed by the Contractor.

3. The manual shall be organized and subdivided 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/module data.

e. Thermostats and times.

f. Sensors and DP switches.

g. Valves and valve actuators.

h. Dampers and damper actuators.

i. Program setups (software program printouts).

4. Field checkout sheets and trend logs should be provided to the GC for inclusion in the on-site Commissioning filing system.

D. Special TAB Documentation requirements: The TAB contractor shall compile and submit the following with other documentation that may be specified elsewhere in the Specifications.

1. The TAB contractor shall mark on the drawings where all traverse and other critical measurements were taken and cross reference the location in the TAB report.

3.03 TRAINING OF OWNER PERSONNEL - Same training as required per section 23 0000.

A. The GC shall be responsible for training coordination and scheduling and ultimately to ensure that training is completed.

B. The GC shall be responsible for reviewing the content and adequacy of the training of Owner personnel for commissioned equipment or systems. CxA will verify compliance.

C. Mechanical and Plumbing Contractor: The mechanical and plumbing contractors shall have the following training responsibilities for their commissioned systems:

1. Provide the GC with a training plan four (4) weeks before the planned training.

2. Provide designated Owner personnel with comprehensive orientation and training in the understanding of the systems and the operation and maintenance of each piece of commissioned equipment.

3. Training shall start with classroom sessions followed by hands on training on each piece of equipment.

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4. During any demonstration, should the system fail to perform in operations, the system will be repaired or adjusted as necessary and the demonstration repeated.

5. The appropriate trade or manufacturer's representative shall provide the instructions on each major piece of equipment. This person may be the start-up technician for the piece of equipment, the installing contractor or manufacturer's representative. Practical building operating expertise as well as in-depth knowledge of all modes of operation of the specific piece of equipment is required. More than one (1) party may be required to execute the training.

6. The controls contractor shall attend sessions other than the controls

7. The training sessions shall follow the outline in the Table of Contents of the operation and maintenance manual and illustrate whenever possible the use of the O&M Manuals for reference.

8. Training shall include

a. Use the printed installation, operation, and maintenance instruction material included in the O&M Manuals.

b. A review of the written O&M instructions emphasizing safe and proper operating requirements, preventative maintenance, special tools needed and spare parts inventory suggestions. The training shall include start-up, operation in all modes possible, shut-down, seasonal changeover and any emergency procedures.

c. Discussion of relevant health and safety issues and concerns.

d. Discussion of warranties and guarantees.

e. Common troubleshooting problems and solutions.

f. Explanation of information included in the O&M Manuals.

g. Discussion of any peculiarities of equipment installation or operation.

h. Classroom sessions shall include the use of overhead projections, slides, video/audio taped material as might be appropriate.

9. Hands-on training shall include start-up, operation in all modes possible, including manual, shut-down and any emergency procedures and maintenance of all pieces of equipment.

10. Fully explain and demonstrate the operation, function, and overrides of any local packaged controls, not controlled by the central control system.

11. Training shall occur after functional testing is complete, unless approved otherwise by the GC.

D. Controls Contractor: The controls contractor shall have the following training responsibilities for their commissioned systems.

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1. Provide the GC with a training plan four (4) weeks before the planned training.

2. The controls contractor shall provide designated Owner personnel training on the control system in this facility. The intent is to clearly and completely instruct the Owner on all the capabilities of the control system.

3. Training manuals: The standard operating manual for the system and any special training manuals shall be provided for each trainee. In addition, copies of the system technical manual shall be demonstrated during training. Manuals shall include detailed description of the subject matter for each session. The manuals shall cover all control sequences and have a definitions section that fully describes all relevant words used in the manuals and in all software displays. Copies of audio visuals shall be delivered to the Owner.

4. The training sessions shall be tailored to…

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