AJK Construction Docs.ESSER Project 210460_07_231215_ProjectManual-1.pdf

50 Louis St. NW Suite 200 Grand Rapids, MI 49503

Project Manual 100% Construction Documents

Ann J Kellogg Elementary HVAC Upgrades Battle Creek Public Schools Calhoun County, Michigan

21-0460

December 15, 2023

COPYRIGHT STATEMENT

THE DETAILED SPECIFICATIONS CONTAINED HEREIN AND THE BID DRAWINGS ARE ISSUED TO FACILITATE THE DEVELOPMENT OF BIDS AND AS A DELINEATION OF THE CONSTRUCTION REQUIREMENTS WHICH ARE TO BE EXECUTED DURING THE PERFORMANCE OF THE CONTRACT FOR THIS PROJECT. PORTIONS OF THE BID DOCUMENTS, EITHER IN WHOLE OR IN PART, MAY NOT BE REPRODUCED FOR OTHER THAN THE INTENDED PURPOSE OF BIDDING OR CONSTRUCTION OF THIS PROJECT, OR TO FACILITATE REVIEW BY A GOVERNMENTAL REGULATORY AGENCY, WITHOUT PRIOR WRITTEN CONSENT FROM C2AE. PUBLISHED IN THE UNITED STATES. ©

2023 C2AE. ALL RIGHTS RESERVED

Ann J Kellogg Elementary HVAC Upgrades Battle Creek Public Schools

Calhoun County, MI

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12/15/2023 TABLE OF CONTENTS

TABLE OF CONTENTS

DIVISION 01 - GENERAL REQUIREMENTS

012200 Unit Prices 017329 Cutting and Patching 019113 General Commissioning Requirements

DIVISION 02 - EXISTING CONDITIONS

024119 Selective Demolition

DIVISION 03 - CONCRETE

030130 Maintenance of Cast-In-Place Concrete 031000 Concrete Forming and Accessories 032000 Concrete Reinforcing 033000 Cast-In-Place Concrete

DIVISION 05 - METALS

055000 Metal Fabrications

DIVISION 06 - WOOD, PLASTICS, AND COMPOSITES

061000 Rough Carpentry

DIVISION 07 - THERMAL AND MOISTURE PROTECTION

072100 Thermal Insulation 07500 Roofing Repair 077100 Roof Specialties 077200 Roof Accessories 078413 Penetration Firestopping 078443 Joint Firestopping 079200 Joint Sealants

DIVISION 08 - OPENINGS

084523 Fiberglass-Sandwich-Panel Assemblies 088000 Glazing 089119 Fixed Louvers

DIVISION 09 - FINISHES

092216 Non-Structural Metal Framing 092300 Gypsum Plastering

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092900 Gypsum Board 095113 Acoustical Panel Ceilings 096513 Resilient Base and Accessories 096519 Resilient Tile Flooring 099123 Painting

DIVISION 22 - PLUMBING

220513 Common Motor Requirements for Plumbing Equipment 220517 Sleeves and Sleeve Seals for Plumbing Piping 220518 Escutcheons for Plumbing Piping 220519 Meters and Gages for Plumbing Piping

220523.12 Ball Valves for Plumbing Piping

220523.13 Butterfly Valves for Plumbing Piping

220523.14 Check Valves for Plumbing Piping

220523.15 Gate Valves for Plumbing Piping

220529 Hangers and Supports for Plumbing Piping and Equipment 220553 Identification for Plumbing Piping and Equipment 220593 Testing, Adjusting, and Balancing for Plumbing 220719 Plumbing Piping Insulation 220800 Commissioning of Plumbing 221116 Domestic Water Piping 221119 Domestic Water Piping Specialties

221123.21 Inline, Domestic-Water Pumps

221316 Sanitary Waste and Vent Piping 221319 Sanitary Waste Piping Specialties 223400 Fuel-Fired, Domestic-Water Heaters

DIVISION 23 - HEATING, VENTILATING, AND AIR CONDITIONING (HVAC)

230130.52 Existing HVAC Air Distribution System Cleaning

230513 Common Motor Requirements for HVAC Equipment 230517 Sleeves and Sleeve Seals for HVAC Piping 230518 Escutcheons for HVAC Piping 230519 Meters and Gauges for HVAC Piping

230523.12 Ball Valves for HVAC Piping

230523.13 Butterfly Valves for HVAC Piping

230523.14 Check Valves for HVAC Piping

230523.15 Gate Valves for HVAC Piping

230529 Hangers and Supports for HVAC Piping and Equipment

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230548.13 Vibration Controls for HVAC

230553 Identification for HVAC Piping and Equipment 230566 Electronic Air Cleaner Systems for HVAC 230593 Testing, Adjusting, and Balancing for HVAC 230713 Duct Insulation 230719 HVAC Piping Insulation 230800 Commissioning of HVAC 230923 Direct Digital Control (DDC) System for HVAC

230923.11 Control Valves

230923.12 Control Dampers

230923.16 Gas Instruments

230923.19 Moisture Instruments

230923.21 Motion Instruments

230923.22 Position Instruments

230923.23 Pressure Instruments

230923.27 Temperature Instruments

230993.11 Sequence of Operations for HVAC DDC

231123 Facility Natural-Gas Piping 232113 Hydronic Piping 232116 Hydronic Piping Specialties 232123 Hydronic Pumps 232516 Water Treatment for Open-Loop Hydronic Systems 233113 Metal Ducts 233300 Air Duct Accessories 233346 Flexible Ducts 233423 HVAC Power Ventilators

233713.13 Air Diffusers

233713.23 Registers and Grilles

235116 Fabricated Breechings and Accessories 235123 Gas Vents 235216 Condensing Boilers

236423.16 Water-Cooled, Scroll Water Chillers

236513.13 Open-Circuit, Forced-Draft Cooling Towers

237313.13 Indoor, Basic Air-Handling Units

237416.13 Packaged, Large-Capacity, Rooftop Air-Conditioning Units

238216.11 Hydronic Air Coils

238223 Unit Ventilators 238229 Radiators

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238233 Convectors 238236 Finned-Tube Radiation Heaters

238239.13 Cabinet Unit Heaters

238239.16 Propeller Unit Heaters

DIVISION 26 - ELECTRICAL

260000 General Electrical Requirements 260501 Minor Electrical Demolition 260519 Low-Voltage Electrical Power Conductors and Cables 260526 Grounding and Bonding for Electrical Systems 260529 Hangers and Supports for Electrical Systems 260533 Raceway and Boxes for Electrical Systems 260544 Sleeves and Sleeve Seals for Electrical Raceways and Cabling 260553 Identification for Electrical Systems

260573.13 Short-circuit Studies

260573.16 Coordination Studies

260573.19 Arc-Flash Hazard Analysis

260923 Lighting Control Devices 262213 Low-Voltage Distribution Transformers 262413 Switchboards 262416 Panelboards 262726 Wiring Devices 262816 Enclosed Switches and Circuit Breakers 262923 Variable-Frequency Motor Controllers 265119 LED Interior Lighting 265213 Emergency and Exit Lighting

END OF TABLE OF CONTENTS

Calhoun County, MI

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12/15/2023 UNIT PRICES

SECTION 012200 - UNIT PRICES

PART 1 - GENERAL

1.1 SUMMARY

A. Section includes administrative and procedural requirements for unit prices.

1.2 DEFINITIONS

A. Unit price is a price per unit of measurement for materials, equipment, or services, or a portion of the Work, added to or deducted from the Contract Sum by appropriate modification, if the scope of Work or estimated quantities of Work required by the Contract Documents are increased or decreased.

1.3 PROCEDURES

A. Unit prices include all necessary material, plus cost for delivery, installation, insurance, applicable taxes, overhead, and profit.

B. Measurement and Payment: See individual Specification Sections for work that requires establishment of unit prices. Methods of measurement and payment for unit prices are specified in those Sections.

C. Owner reserves the right to reject Contractor's measurement of work-in-place that involves use of established unit prices and to have this work measured, at Owner's expense, by an independent surveyor acceptable to Contractor.

D. List of Unit Prices: A schedule of unit prices is included in Part 3. Specification Sections referenced in the schedule contain requirements for materials described under each unit price.

PART 2 - PRODUCTS (Not Used)

PART 3 - EXECUTION

3.1 SCHEDULE OF UNIT PRICES

A. Unit Price No. 1 – Additional VCT Removal and Replacement:

1. Description: Remove and replace additional VCT not indicated on drawings according to Section 024119 "Selective Demolition" and Section 096519 "Resilient Tile Flooring".

2. Unit of Measurement: Cost per square foot of removal and replacement.

B. Unit Price No. 2 – Prep and Painting of Additional Walls:

1. Description: Prep and paint additional walls exposed by additional ceiling removal according to Section 099123 "Painting."

2. Unit of Measurement: Cost per square foot of additional wall surface.

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C. Unit Price No. 3 – Additional vertical gypsum ceiling transition Removal and Replacement:

1. Description: Remove and replace additional vertical gypsum board ceiling transitions not indicated on drawings according to Section 024119 “Selective Demolition”, Section 092216 “Non-Structural Metal Framing, Section 092900 “Gypsum Board”, and Section 099123 “Painting”.

2. Unit of Measurement: Cost per square foot of additional vertical gypsum ceiling transition.

D. Unit Price No. 4 – Additional fire rated wall infill at Corridor walls:

1. Description: Infill openings in existing Corridor walls not indicated on drawings with 1 hour fire rated shaftwall assembly according to Section “Non-Structural Metal Framing”, Section 092900 “Gypsum Board”, and Section 099123 “Painting”.

2. Unit of Measurement: Cost per square foot of shaftwall assembly.

E. Unit Price No. 5 – Additional lay-in acoustic panel ceiling demolition and replacement:

1. Description: Remove and replace additional lay-in acoustic panel ceiling not indicated on drawings according to Section 024119 “Selective Demolition” and Section 095113 “Acoustical Panel Ceilings”

2. Unit of Measurement: Cost per square foot of lay-in acoustic panel ceiling.

F. Unit Price No. 6 – Additional gypsum board ceiling demolition and replacement:

1. Description: Remove and replace additional lay-in acoustic panel ceiling not indicated on drawings according to Section 024119 “Selective Demolition”, Section 092216 “Non-Structural Metal Framing”, and Section 092900 “Gypsum Board”.

2. Unit of Measurement: Cost per square foot of gypsum ceiling.

END OF SECTION 012200

Calhoun County, MI

C2AE © Project #21-0460 017329 - 1

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SECTION 017329 - CUTTING AND PATCHING

PART 1 - GENERAL

1.1 SUMMARY

A. Extent of cutting and patching work is generally not specifically shown on drawings.

Include cutting and patching work as indicated by provisions of this Section.

1. Cut holes and openings in, or remove portions of, existing construction necessary for connection of new architectural elements, mechanical and electrical utilities and services, equipment and supports.

2. Patch around mechanical and electrical penetrations.

3. Patch floors, walls, and ceilings damaged by demolition operations, including removal of indicated mechanical and electrical items, and indicated wall, floor, and ceiling mounted items. Patch and paint openings in walls, floors and ceilings created by demolition and removal operations.

4. Patch and repair blemishes and holes in existing construction surfaces left in place, and scheduled to be exposed, that have been damaged due to construction operations.

B. Materials removed and not indicated to be turned over to Owner or indicated for reuse, as well as rubble and debris resulting from these operations, are property of Contractor.

C. Related requirements:

1. General: Refer to other Sections for specific requirements and limitations applicable to cutting and patching individual parts of the work.

2. Division 2 sections for selective demolition, regulated construction waste, asbestos, lead and PCB remediation.

3. Division 21, 22, 23 and Division 26 sections for other requirements and limitations applicable to cutting and patching mechanical and electrical installations.

1.2 DEFINITIONS

A. Cutting: Removal of in-place construction necessary to permit installation or performance of other work.

B. Patching: Fitting and repair work required to restore construction to original conditions after installation of other work.

1.3 QUALITY ASSURANCE

A. Assignment of Cutting and Patching Responsibilities:

1. Cutting shall be the work of the individual architectural, mechanical or electrical trade requiring such cutting for access, or to permit alteration to be performed, or similar purposes.

a. Cutting required for inspection and to obtain test samples shall be the work of the General Contractor.

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2. Patching shall be the work of the appropriate architectural trade.

B. Cutting and Patching: Comply with requirements for and limitations on cutting and patching of construction elements.

1. Roofing Elements:

a. Standards: Perform cutting and patching work in compliance with recommendations of the National Roofing Contractors Association "Roofing Manual".

b. Installer Qualifications: Arrange for cutting and patching of roofing systems by firm experienced in similar work, and certified by manufacturer of roofing system to perform required repair work.

c. Pre-Construction Conference: Arrange and attend meeting with Owner's Representative, representative of Owner's roofing maintenance department, and representative of roofing firm to determine procedures for cutting and patching roofing system.

2. Structural Elements: When cutting and patching structural elements, notify Architect of locations and details of cutting before proceeding. Shore, brace, and support structural elements during cutting and patching. Do not cut and patch structural elements in a manner that could change their load carrying capacity or increase deflection.

3. Operational Elements: Do not cut and patch operating elements and related components in a manner that results in reducing their capacity to perform as intended or that results in increased maintenance or decreased operational life or safety.

4. Other Construction Elements: Do not cut and patch other construction elements or components in a manner that could change their load-carrying capacity, that results in reducing their capacity to perform as intended, or that results in increased maintenance or decreased operational life or safety.

5. Visual Elements: Do not cut and patch construction in a manner that results in visual evidence of cutting and patching. Do not cut and patch exposed construction in a manner that would, in Architect's opinion, reduce the building's aesthetic qualities. Remove and replace construction that has been cut and patched in a visually unsatisfactory manner.

PART 2 - PRODUCTS

2.1 MATERIALS

A. Materials for Patching: Unless otherwise indicated, use materials for patching identical to existing materials. If identical materials are not available, or cannot be used, use materials visually matching existing adjacent surfaces to the fullest extent possible and that result in equal-or-better performance characteristics.

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PART 3 - EXECUTION

3.1 EXAMINATION

A. Examination, General: Before cutting existing surfaces, Contractor shall examine surfaces to be cut and patched and conditions under which cutting and patching is to be performed. Contractor shall take corrective action before proceeding, if unsafe or unsatisfactory conditions are encountered. Contractor shall inspect existing conditions prior to commencing Work, including elements subject to damage or movement during cutting and patching.

1. Before proceeding, Contractor shall meet at the site with parties involved in cutting and patching, including asbestos abatement, mechanical and electrical trades. Contractor shall review areas of potential interference and conflict.

Contractor shall coordinate procedures and resolve potential conflicts before proceeding.

2. Beginning of cutting or patching shall be interpreted to mean that existing conditions were found by Contractor to be acceptable.

3. After uncovering existing Work, Contractor shall inspect conditions affecting proper accomplishment of Work.

3.2 PREPARATION

A. Temporary Supports: Contractor shall provide supports to ensure structural integrity of the Work. Contractor shall provide devices and methods to protect other portions of Project from damage.

B. Protection: Contractor shall protect existing construction during cutting and patching to prevent damage. Contractor shall provide protection from adverse weather conditions for portions of the Project that might be exposed during cutting and patching operations.

C. Contractor shall avoid interference with use of adjoining areas or interruption of free passage to adjoining areas.

D. Contractor shall take all precautions necessary to avoid cutting existing pipe, conduit or ductwork serving the building, but scheduled to be removed or relocated until provisions have been made to bypass them.

E. Weather Protection: Contractor shall provide protection from elements for areas which may be exposed by uncovering Work. Contractor shall maintain excavations free of water.

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3.3 CUTTING AND PATCHING

A. Cutting and Patching, General: Contractor shall execute cutting, fitting, and patching, excavation and fill, as necessary to complete the Work. Contractor shall employ skilled workers to perform cutting and patching. Contractor shall proceed with cutting and patching at the earliest feasible time and complete without delay.

1. Coordinate installation or application of products for integrated Work. Avoid having to cut and patch new substrates and finishes.

2. Uncover completed Work as necessary to install or apply products out of sequence.

3. Cut, remove and replace defective and non-conforming Work.

4. Cut and patch as necessary to provide openings in the Work for penetration of plumbing, HVAC and electrical Work.

5. Where partitions are removed, patch floors, walls, and ceilings with materials and finishes to match existing.

a. Where removal of partitions results in adjacent spaces becoming one, re-work floors and ceilings to provide smooth and clean planes without breaks, steps, or bulkheads.

b. Where extreme change of plane of one inch or more occurs, request instructions from Architect as to method of making transition.

6. Trim and refinish existing doors as necessary to clear new floor finishes.

7. By-pass utility services such as pipe or conduit, before cutting, where services are shown or required to be removed, relocated or abandoned. Cut-off pipe or conduit in walls or partitions to be removed. Cap, valve or plug and seal the remaining portion of pipe or conduit to prevent entrance of moisture or other foreign matter after by-passing and cutting. Update as-built set with photographs or notations for the actual conditions.

B. Cutting:

1. Cut existing construction using methods least likely to damage elements to be retained or adjoining construction. Where possible review proposed procedures with the original installer; comply with the original installer's recommendations.

Provide appropriate surfaces to receive final finishing. It is recommended to photograph the existing condition prior to cutting. This photo record shall serve as the pre-cut condition for comparison to the final patched outcome.

2. Execute cutting and patching of weather-exposed, moisture-resistant elements and surfaces exposed to view by methods to preserve weather, moisture and visual integrity.

3. Cut rigid materials using carbide tip saw blades, diamond grit abrasive saw blades, diamond core drills and hole saws, and similar cutters for smooth edges.

Do not overcut corners.

a. Core drill holes through concrete and masonry.

4. Provide fire and smoke seals at new penetrations to maintain fire rating at all penetrations.

5. Confirm and comply with all Asbestos and lead containing/based paint remedial procedures listed in Section 024119 “Selective Demolition” prior to any disturbance of any existing material.

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C. Patching: Contractor shall patch with durable seams that are as invisible as possible.

Contractor shall comply with specified tolerances. Contractor shall restore substrates and finishes with products to match existing construction and as specified in product Sections of the Specifications for new construction. Contractor shall:

1. Where feasible, inspect and test patched areas to demonstrate integrity of the installation.

2. Restore exposed finishes of patched areas and extend finish restoration into retained adjoining construction in a manner that will eliminate evidence of patching and refinishing.

3. Where removal of walls or partitions extends one finished area into another, patch and repair floor and wall surfaces in the new space to provide an even surface of uniform color and appearance. Remove existing floor and wall coverings and replace with new materials, if necessary to achieve uniform color and appearance.

a. Where patching occurs in a smooth painted surface, extend final paint coat over entire unbroken containing the patch, after the patched area has received primer and second coat.

4. Patch, repair or re-hang existing ceilings as necessary to provide an even plane surface of uniform appearance.

5. Finish surfaces flush and textured to match surrounding finishes.

6. Fit work neat and tight allowing for expansion and contraction.

7. Butt new finished to existing exposed structure, pipes, ducts, conduit, and other penetrations through surfaces.

D. Finishing: Contractor shall refinish surfaces to match adjacent and similar finishes as used for the Project.

1. For continuous surfaces, Contractor shall refinish to nearest intersection or natural break.

2. For an assembly, Contractor shall refinish entire unit.

E. Penetrations at Fire-Rated Construction: At penetrations of fire rated walls, partitions, ceiling, or floor construction, Contractor shall completely seal voids with firestopping and smoke seal material in compliance with an applicable UL-listed assembly, to full thickness of the penetrated element. Refer to Sections 078413 “Penetration Firestopping and 078443 “Joint Firestopping.

F. Restoration and Finishing: Contractor shall finish surfaces to match adjacent and similar finishes as used for the Project.

1. Contractor shall restore Work with new products as specified in individual product

Specifications Sections in Divisions 07 and 09.

2. Contractor shall patch and replace any portion of an existing finished surface which is found to be damaged, lifted, discolored, or shows other imperfections, with matching material. Contractor shall:

a. Provide adequate support of substrate prior to patching the finish.

b. Refinish patched portions of painted or coated surfaces in a manner to produce uniform color and texture over the entire surface.

c. When existing surface finish cannot be matched, refinish entire surface to nearest intersections.

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G. Transition from Existing to New Construction:

1. When new work abuts or finishes flush with existing work, Contractor shall make a smooth and clean transition. Contractor’s patched work shall match existing adjacent work in texture and appearance so that the patch or transition is invisible at a distance of five feet.

2. When finished surfaces are cut in such a way that a smooth and clean transition with the new work is not possible, Contractor shall notify Architect. Contractor shall terminate existing surface in a neat manner along a straight line at a natural line of division, and provide trim appropriate to finished surface, or as otherwise directed by Architect.

H. Plaster Installation: Contractor shall comply with manufacturer's instructions and install thickness and coats to match existing.

3.4 PERFORMANCE

A. Protect existing property, equipment, remaining surfaces, utilities and services within and adjacent to work from damage due to operations. If utilities or services are uncovered that are not indicated on drawings, advise Owner and do not work in immediate area until instructed by Owner.

1. Shore and brace existing construction during cutting operations as required to prevent cracking, movement, or collapse of existing assemblies, surfaces and materials.

B. Use extreme caution when cutting into shafts and chases. Shafts and chases may end above occupied areas within building. Take all necessary precautions to prevent debris from falling into shaft during cutting and patching operations.

C. Before cutting and patching the following building elements, obtain the Owner's Representative's approval to proceed:

1. Structural concrete.

2. Roofing materials.

3. Miscellaneous structural metals, including lintels and equipment supports.

D. Cutting Concrete Floors: Before core drilling, saw-cutting, or breaking up concrete floors, test for the presence of electrical conduits. Use an impulse induction type scanner, similar to Hilti Ferroscan, capable of detecting both metallic conduits and copper wires in PVC conduits. Tracers that scan for energized cables or that scan for injected high frequency signals are not acceptable. Immediately restore, at no cost to the Owner, conduits damaged during cutting operations. Comply with the following notification requirements:

1. Notify the Owner's Representative not less than 72 hours in advance of each core drilling operation. Owner's Representative will arrange notification of building occupants of potential for power outage.

2. Notify the Owner's Inspection Department prior to conducting each test.

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E. Patching: Match existing construction. Comply with applicable materials and workmanship requirements of individual sections of these Specifications that govern new work.

1. Patch exposed-to-view surfaces with seams which are durable and as invisible as possible. Create surface finishes matching existing adjacent surfaces in color, texture, gloss and other visual characteristics.

2. Patch all partition, floor, ceiling and roof assemblies to maintain original performance characteristics, including those for fire and acoustical barriers.

a. Patch fire-rated assemblies using safing materials between the penetrating element and fire-rated assembly. Use safing materials complying with Section 078413 "Penetration Firestopping" and that will not reduce the fire-rating of the existing assembly.

b. Patch assemblies to maintain acoustical barrier performance using joint sealing materials between the penetrating element and assembly. Use latex acoustical sealants complying with Division 07 Section "Joint Sealants."

3.5 CLEANING

A. Cleaning: Contractor shall thoroughly clean areas and spaces where cutting and patching is performed or used as access. Contractor shall remove completely paint, mortar, oils, putty and items of similar nature. Contractor shall thoroughly clean piping, conduit and similar features before painting or other finishing is applied. Contractor shall restore damaged pipe covering to its original condition.

END OF SECTION 017329

Calhoun County, MI

C2AE © Project #21-0460 019113 - 1

12/15/2023 GENERAL COMMISSIONING REQUIREMENTS

SECTION 019113 - GENERAL COMMISSIONING REQUIREMENTS

PART 1 - GENERAL

1.1 GENERAL

A. Owner's Project Requirements and Basis-of-Design Document are included by reference for information only.

1.2 SUMMARY

A. Section Includes:

1. OWNER IS PROVIDING COMMISSIONING AGENT. THIS SECTION IS

INCLUDED FOR CONTRACTOR INFORMATION ON REQUIRED

COORDIANTION AND RESPONSIBILITIES DURING THE COMMISSIONING

PROCESS.

1.3 DEFINITIONS

A. Acceptance Criteria: Threshold of acceptable work quality or performance specified for a commissioning activity, including, but not limited to, construction checklists, performance tests, performance test demonstrations, commissioning tests, and commissioning test demonstrations.

B. Basis-of-Design Document: A document prepared by Architect that records concepts, calculations, decisions, and product selections used to comply with Owner's Project Requirements and to suit applicable regulatory requirements, standards, and guidelines.

C. Commissioning Plan: A document, prepared by Commissioning Authority, that outlines the organization, schedule, allocation of resources, and documentation of commissioning requirements.

D. Commissioning: A quality-focused process for verifying and documenting that the facility and all of its systems and assemblies are planned, designed, installed, and tested to comply with Owner's Project Requirements. The requirements specified here are limited to the construction phase commissioning activities.

E. Construction-Phase Commissioning-Process Completion: The stage of completion and acceptance of commissioning process when resolution of deficient conditions and issues discovered during commissioning process and retesting until acceptable results are obtained has been accomplished. Owner will establish in writing the date construction-phase commissioning-process completion is achieved.

1. Commissioning process is complete when the Work specified of this Section and related Sections has been completed and accepted, including, but not limited to, the following:

a. Completion of tests and acceptance of test results.

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b. Resolution of issues, as verified by retests performed and documented with acceptance of retest results.

c. Completion and acceptance of submittals and reports.

F. Owner's Project Requirements: A document that details the functional requirements of a project and the expectations of how it will be used and operated, including Project goals, measurable performance criteria, cost considerations, benchmarks, success criteria, and supporting information. This document is prepared either by the Owner or for the Owner by the Architect or Commissioning Authority.

G. Owner's Witness: Commissioning Authority, Owner's Project Manager, or Architect-designated witness authorized to authenticate test demonstration data and to sign completed test data forms.

H. "Systems," "Assemblies," "Subsystems," "Equipment," and "Components": Where these terms are used together or separately, they shall mean "as-built" systems, assemblies, subsystems, equipment, and components.

I. Test: Performance tests, performance test demonstrations, commissioning tests, and commissioning test demonstrations.

J. Sampling Procedures and Tables for Inspection by Attributes: As defined in ASQ Z1.4.

1.4 COMMISSIONING TEAM

A. Members Appointed by Contractor(s):

1. Commissioning Coordinator: A person or entity employed by Contractor to manage, schedule, and coordinate commissioning process.

2. Project superintendent and other employees that Contractor may deem appropriate for a particular portion of the commissioning process.

3. Subcontractors, installers, suppliers, and specialists that Contractor may deem appropriate for a particular portion of the commissioning process.

4. Appointed team members shall have the authority to act on behalf of the entity they represent.

B. Members Appointed by Owner:

1. Commissioning Authority, plus consultants that Commissioning Authority may deem appropriate for a particular portion of the commissioning process.

2. Owner representative(s), facility operations and maintenance personnel, plus other employees, separate contractors, and consultants that Owner may deem appropriate for a particular portion of the commissioning process.

3. Architect, plus employees and consultants that Architect may deem appropriate for a particular portion of the commissioning process.

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1.5 INFORMATIONAL SUBMITTALS

A. Commissioning Plan Information:

1. List of Contractor-appointed commissioning team members to include specific personnel and subcontractors performing the various commissioning requirements.

2. Schedule of commissioning activities, integrated with the Construction Schedule.

3. Contractor personnel and subcontractors participating in each test.

4. List of instrumentation required for each test to include identification of parties that will provide instrumentation for each test.

B. Commissioning schedule.

C. Two-week look-ahead schedules.

D. Commissioning Coordinator Letter of Authority:

1. Within 10 days after approval of Commissioning Coordinator qualifications, submit a letter of authority for Commissioning Coordinator, signed by a principal of Contractor's firm. Letter shall authorize Commissioning Coordinator to do the following:

a. Make inspections required for commissioning process.

b. Coordinate, schedule, and manage commissioning process of Contractor, subcontractors, and suppliers.

c. Obtain documentation required for commissioning process from Contractor, subcontractors, and suppliers.

d. Report issues, delayed resolution of issues, schedule conflicts, and lack of cooperation or expertise on the part of members of the commissioning team.

E. Commissioning Coordinator Qualification Data: For entity coordinating Contractor's commissioning activities to demonstrate their capabilities and experience.

1. Experienced: When used with an entity or individual, "experienced" means having successfully completed a minimum of five previous projects similar in nature, size, and extent to this Project; being familiar with special requirements indicated; and having complied with requirements of authorities having jurisdiction.

F. List test instrumentation, equipment, and monitoring devices. Include the following information:

1. Make, model, serial number, and application for each instrument, equipment, and monitoring device.

2. Brief description of intended use.

3. Calibration record showing the following:

a. Calibration agency, including name and contact information.

b. Last date of calibration.

c. Range of values for which calibration is valid.

d. Certification of accuracy.

e. Certification for calibration equipment traceable to NIST.

f. Due date of the next calibration.

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G. Test Reports:

1. Pre-Startup Report: Prior to startup of equipment or a system, submit signed, completed construction checklists.

2. Test Data Reports: At the end of each day in which tests are conducted, submit test data for tests performed.

3. Commissioning Issue Reports: Daily, at the end of each day in which tests are conducted, submit commissioning issue reports for tests for which acceptable results were not achieved.

4. Weekly Progress Report: Weekly, at the end of each week in which tests are conducted, submit a progress report.

5. Data Trend Logs: Submit data trend logs at the end of the trend log period.

6. System Alarm Logs: Daily, at the start of days following a day in which tests were performed, submit printout of log of alarms that occurred since the last log was printed.

H. Construction Checklists:

1. Material checks.

2. Installation checks.

3. Startup procedures, where required.

1.6 CLOSEOUT SUBMITTALS

A. Commissioning Report:

1. At Construction-Phase Commissioning Completion, include the following:

a. Pre-startup reports.

b. Approved test procedures.

c. Test data forms, completed and signed.

d. Progress reports.

e. Commissioning issue report log.

f. Commissioning issue reports showing resolution of issues.

g. Correspondence or other documents related to resolution of issues.

h. Other reports required by commissioning process.

i. List unresolved issues and reasons they remain unresolved and should be exempted from the requirements for Construction-Phase Commissioning Completion.

j. Report shall include commissioning work of Contractor.

B. Request for Certificate of Construction-Phase Commissioning Process Completion.

C. Operation and Maintenance Data: For proprietary test equipment, instrumentation, and tools to include in operation and maintenance manuals.

1.7 QUALITY ASSURANCE

A. Commissioning Coordinator Qualifications:

1. Documented experience commissioning systems of similar complexity to those contained in these documents on at least three projects of similar scope and complexity.

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2. Certification of commissioning-process expertise. The following certifications are acceptable. Owner reserves the right to accept or reject certifications as evidence of qualification.

a. Certified Commissioning Authority, by AABC Commissioning Group (ACG).

b. Commissioning-Process Management Professional, by American Society of Heating, Refrigerating and Air-Conditioning Engineers.

c. Certified Commissioning Professional, by Building Commissioning

Association.

d. Accredited Commissioning-Process Authority Professional, by University of

Wisconsin.

e. Accredited Commissioning-Process Manager, by University of Wisconsin.

f. Accredited Green Commissioning-Process Provider, by University of

Wisconsin.

B. Calibration Agency Qualifications: Certified by The American Association for Laboratory Accreditation that the calibration agency complies with minimum requirements of ISO/IEC 17025.

PART 2 - PRODUCTS

2.1 TEST EQUIPMENT, INSTRUMENTATION, AND TOOLS

A. Test equipment and instrumentation required to perform the commissioning process shall remain the property of Contractor unless otherwise indicated.

B. Test equipment and instrumentation required to perform commissioning process shall comply with the following criteria:

1. Be manufactured for the purpose of testing and measuring tests for which they are being used and have an accuracy to test and measure system performance within the tolerances required to determine acceptable performance.

2. Calibrated and certified.

a. Calibration performed and documented by a qualified calibration agency according to national standards applicable to the tools and instrumentation being calibrated. Calibration shall be current according to national standards or within test equipment and instrumentation manufacturer's recommended intervals, whichever is more frequent, but not less than within six months of initial use on Project. Calibration tags shall be permanently affixed.

b. Repair and recalibrate test equipment and instrumentation if dismantled, dropped, or damaged since last calibrated.

3. Maintain test equipment and instrumentation.

4. Use test equipment and instrumentation only for testing or monitoring Work for which they are designed.

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2.2 PROPRIETARY TEST EQUIPMENT, INSTRUMENTATION, AND TOOLS

A. Proprietary test equipment, instrumentation, and tools are those manufactured or prescribed by tested equipment manufacturer and required for work on its equipment as a condition of equipment warranty, or as otherwise required to service, repair, adjust, calibrate, or perform work on its equipment.

1. Identify proprietary test equipment, instrumentation, and tools required in the test equipment identification list submittal.

2. Proprietary test equipment, instrumentation, and tools shall become the property of Owner at Substantial Completion.

2.3 REPORT FORMAT AND ORGANIZATION

A. General Format and Organization:

1. Record report on compact disk.

2. Electronic Data: Portable document format (PDF); a single file with outline-organized bookmarks for major and minor tabs and tab contents itemized for specific reports.

B. Commissioning Report:

1. Include a table of contents and an index to each test.

2. Include major tabs for each Specification Section.

3. Include minor tabs for each test.

4. Within each minor tab, include the following:

a. Test specification.

b. Pre-startup reports.

c. Approved test procedures.

d. Test data forms, completed and signed.

e. Commissioning issue reports, showing resolution of issues, and documentation related to resolution of issues pertaining to a single test.

Group data forms, commissioning issue reports showing resolution of issues, and documentation related to resolution of issues for each test repetition together within the minor tab, in reverse chronological order (most recent on top).

PART 3 - EXECUTION

3.1 PREPARATION

A. Review preliminary construction checklists and preliminary test procedures and data forms.

3.2 CONSTRUCTION CHECKLISTS

A. Construction checklists cannot modify or conflict with the Contract Documents.

B. Create construction checklists based on actual systems and equipment to be included in the Project.

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C. Material Checks: Compare specified characteristics and approved submittals with materials as received. Include factory tests and other evaluations, adjustments, and tests performed prior to shipment if applicable.

1. Service connection requirements, including configuration, size, location, and other pertinent characteristics.

2. Included optional features.

3. Delivery Receipt Check: Inspect and record physical condition of materials and equipment on delivery to Project site, including agreement with approved submittals, cleanliness, and lack of damage.

4. Installation Checks:

a. Location according to Drawings and approved Shop Drawings.

b. Configuration.

c. Compliance with manufacturers' written installation instructions.

d. Attachment to structure.

e. Access clearance to allow for maintenance, service, repair, removal, and replacement without the need to disassemble or remove other equipment or building elements. Access coordinated with other building elements and equipment, including, but not limited to, ceiling and wall access panels, in a manner consistent with OSHA fall-protection regulations and safe work practices.

f. Utility connections are of the correct characteristics, as applicable.

g. Correct labeling and identification.

h. Startup Checks: Verify readiness of equipment to be energized. Include manufacturer's standard startup procedures and forms.

D. Startup: Perform and document initial operation of equipment to prove that it is installed properly and operates as intended according to manufacturer's standard startup procedures, at minimum.

E. Performance Tests:

1. Static Tests: As specified elsewhere, including, but not limited to, duct and pipe leakage tests, insulation-resistance tests, and water-penetration tests.

2. Component Performance Tests: Tests evaluate the performance of an input or output of components under a full range of operating conditions.

3. Equipment and Assembly Performance Tests: Test and evaluate performance of equipment and assemblies under a full range of operating conditions and loads.

4. System Performance Tests: Test and evaluate performance of systems under a full range of operating conditions and loads.

5. Intersystem Performance Tests: Test and evaluate the interface of different systems under a full range of operating conditions and loads.

F. Deferred Construction Checklists: Obtain Owner approval of proposed deferral of construction checklists, including proposed schedule of completion of each deferred construction checklist, before submitting request for Certificate of Construction-Phase Commissioning Process Completion. When approved, deferred construction checklists may be completed after date of Construction-Phase Commissioning Completion.

Include the following in a request for Certificate of Construction-Phase Commissioning Process Completion:

1. Identify deferred construction checklists by number and title.

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2. Provide a target schedule for completion of deferred construction checklists.

3. Written approval of proposed deferred construction checklists, including approved schedule of completion of each deferred construction checklist.

G. Delayed Construction Checklists: Obtain Owner approval of proposed delayed construction checklists, including proposed schedule of completion of each delayed construction checklist, before submitting request for Certificate of Construction-Phase Commissioning Process Completion. When approved, delayed construction checklists may be completed after date of Construction-Phase Commissioning Completion.

Include the following in a request for Certificate of Construction-Phase Commissioning Process Completion:

1. Identify delayed construction checklist by construction checklist number and title.

2. Provide a target schedule for completion of delayed construction checklists.

3. Written approval of proposed delayed construction checklists, including approved schedule of completion of each delayed construction checklist.

3.3 GENERAL EXECUTION REQUIREMENTS

A. Schedule and coordinate commissioning process with the Construction Schedule.

B. Perform activities identified in construction checklists, including tests, and document results of actions as construction proceeds.

C. Perform test demonstrations for Owner's witness. Unless otherwise indicated, demonstrate tests for 100 percent of work to which the test applies. In some instances, demonstration of a random sample of other than 100 percent of the results of a test is specified.

1. Where sampling is specified, the sampling plan and procedure for the test demonstration shall be determined using ASQ Z1.4.

2. The "lot size" in ASQ Z1.4 is the sum of the number of items to which the test demonstration applies, as described in the scope subparagraph of each test.

3. On determination of the sample size, the samples shall be selected randomly by

Owner's witness at the time of the test demonstration.

4. Include in the Commissioning Plan a detailed list of the test demonstrations with lot and sample quantities for each test.

D. Report test data and commissioning issue resolutions.

E. Schedule personnel to participate in and perform Commissioning-Process Work.

F. Installing contractors' commissioning responsibilities include, but are not limited to, the following:

1. Operating the equipment and systems they install during tests.

2. In addition, installing contractors may be required to assist in tests of equipment and systems with which their work interfaces.

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3.4 COMMISSIONING COORDINATOR RESPONSIBILITIES

A. Management and Coordination: Manage, schedule, and coordinate commissioning process, including, but not limited to, the following:

1. Coordinate with subcontractors on their commissioning responsibilities and activities.

2. Obtain, assemble, and submit commissioning documentation.

3. Attend periodic on-site commissioning meetings.

4. Develop and maintain the commissioning schedule. Integrate commissioning schedule into the Construction Schedule. Update Construction Schedule at specified intervals.

5. Review and comment on preliminary test procedures and data forms.

6. Report inconsistencies and issues in system operations.

7. Verify that tests have been completed and results comply with acceptance criteria, and that equipment and systems are ready before scheduling test demonstrations.

8. Direct and coordinate test demonstrations.

9. Coordinate witnessing of test demonstrations by Owner's witness.

10. Coordinate and manage training. Be present during training sessions to direct video recording, present training, and direct the training presentations of others.

11. Prepare and submit specified commissioning reports.

12. Track commissioning issues until resolution and retesting is successfully completed.

13. Retain original records of Commissioning-Process Work, organized as required for the commissioning report. Provide Owner's representative access to these records on request.

14. Assemble and submit commissioning report.

3.5 COMMISSIONING TESTING

A. Quality Control: Construction checklists, including tests, are quality-control tools designed to improve the functional quality of the Project. Test demonstrations evaluate the effectiveness of Contractor's quality-control process.

B. Owner's witness will be present to witness commissioning work requiring the signature of an owner's witness, including, but not limited to, test demonstrations. Owner's project manager will coordinate attendance by Owner's witness with Contractor's published Commissioning Schedule. Owner's witness will provide no labor or materials in the commissioning work. The only function of Owner's witness will be to observe and comment on the progress and results of commissioning process.

C. Construction Checklists:

1. Complete construction checklists as Work is completed.

2. Distribute construction checklists to installing contractors before they start work.

3. Installers:

a. Verify installation using approved construction checklists as Work proceeds.

b. Complete and sign construction checklists weekly for work performed during the preceding week.

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4. Provide Commissioning Authority access to construction checklists.

D. Installation Compliance Issues: Record as an installation compliance issue Work found to be incomplete, inaccessible, at variance with the Contract Documents, nonfunctional, or that does not comply with construction checklists. Record installation compliance issues on the construction checklist at the time they are identified. Record corrective action and how future Work should be modified before signing off the construction checklist.

E. Pre-Startup Audit: Prior to executing startup procedures, review completed installation checks to determine readiness for startup and operation. Report conditions, which, if left uncorrected, adversely impact the ability of systems or equipment to operate satisfactorily or to comply with acceptance criteria. Prepare pre-startup report for each system.

F. Test Procedures and Test Data Forms:

1. Test procedures shall define the step-by-step procedures to be used to execute tests and test demonstrations.

2. Test procedures shall be specific to the make, model, and application of the equipment and systems being tested.

3. Completed test data forms are the official records of the test results.

4. Commissioning Authority will provide to Contractor preliminary test procedures and test data forms for performance tests and commissioning tests after approval of Product Data, Shop Drawings, and preliminary operation and maintenance manual.

5. Review preliminary test procedures and test data forms, and provide comments within 14 days of receipt from Commissioning Authority. Review shall address the following:

a. Equipment protection and warranty issues, including, but not limited to, manufacturers' installation and startup recommendations, and operation and maintenance instructions.

b. Applicability of the procedure to the specific software, equipment, and systems approved for installation.

6. After…