Anchor Bay Schools 2025 Energy Services Performance Contract - M&E Specifications for Construction Documents.pdf

CENTRIX ENERGY PARTNERS, LLC

Anchor Bay Schools 2025 Energy Services Performance Contract

PETER BASSO ASSOCIATES, INC.

PBA Project No. 2026.0034.51, 2026.0034.52, 2026.0034.53, 2026.0034.54 Issued for Construction Documents

May 1, 2026

PROJECT TITLE PAGE 00 0101 - 1

SECTION 00 0101 - PROJECT TITLE PAGE

ANCHOR BAY SCHOOLS 2025 ENERGY SERVICES PERFORMANCE CONTRACT

ISSUED FOR CONSTRUCTION DOCUMENTS

PBA PROJECT NO. 2026.0034.51, 2026.0034.52, 2026.0034.53, 2026.0034.54

MAY 1, 2026

WWW.PETERBASSOASSOCIATES.COM

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TABLE OF CONTENTS 00 0110 - 1

SECTION 00 0110 - TABLE OF CONTENTS

PROCUREMENT AND CONTRACTING REQUIREMENTS

1.1 DIVISION 00 -- PROCUREMENT AND CONTRACTING REQUIREMENTS

A. 00 0101 - Project Title Page

B. 00 0110 - Table of Contents

SPECIFICATIONS

2.1 DIVISION 20 -- MECHANICAL GENERAL REQUIREMENTS

A. 20 0500 - Mechanical General Requirements

B. 20 0510 - Basic Mechanical Materials And Methods

C. 20 0513 - Motors

D. 20 0516 - Pipe Flexible Connectors, Expansion Fittings And Loops

E. 20 0519 - Meters And Gages

F. 20 0529 - Hangers And Supports

G. 20 0547 - Mechanical Vibration Controls

H. 20 0553 - Mechanical Identification

I. 20 0700 - Mechanical Insulation

J. 20 2923 - Variable Frequency Controllers

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

A. 23 0500 - Common Work Results For HVAC

B. 23 0523 - General-Duty Valves for HVAC Piping

C. 23 0593 - Testing, Adjusting, and Balancing for HVAC

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TABLE OF CONTENTS 00 0110 - 2

D. 23 0933 - TEMPERATURE CONTROLS

E. 23 2113 - Hydronic Piping

F. 23 2123 - Hydronic Pumps

G. 23 2513 - Water Treatment For Closed-Loop Hydronic Systems

H. 23 3113 - METAL DUCTS

I. 23 6423 - Scroll Water Chillers

J. 23 8219 - FAN-COIL UNITS

2.3 DIVISION 26 -- ELECTRICAL

A. 26 0010 - Electrical General Requirements

B. 26 0519 - Conductors And Cables

C. 26 0526 - Grounding And Bonding

D. 26 0529 - Hangers and Supports for Electrical Systems

E. 26 0533 - Raceways And Boxes

F. 26 0553 - Electrical Identification

G. 26 0999 - Electrical Testing

H. 26 2813 - Fuses

I. 26 2816 - Enclosed Switches And Circuit Breakers

J. 26 2913 - Enclosed Controllers

END OF SECTION 00 0110

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MECHANICAL GENERAL REQUIREMENTS 20 0500 - 1

SECTION 20 0500 - MECHANICAL GENERAL REQUIREMENTS

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 work of this Section.

1.2 SUMMARY

A. This Section includes mechanical general administrative and procedural requirements. The following requirements are included in this Section to supplement the requirements specified in Division 01 Specification Sections.

1.3 INDUSTRY STANDARDS

A. Applicability of Standards: Unless the Contract Documents include more stringent requirements, applicable construction industry standards have the same force and effect as if bound or copied directly into the Contract Documents to the extent referenced. Such standards are made a part of the Contract Documents by reference.

1. AABC - Associated Air Balance Council; www.aabc.com.

2. AASHTO - American Association of State Highway and Transportation Officials;

www.transportation.org.

3. ABMA - American Bearing Manufacturers Association; www.americanbearings.org.

4. ABMA - American Boiler Manufacturers Association; www.abma.com.

5. AGA - American Gas Association; www.aga.org.

6. AHRI - Air-Conditioning, Heating, and Refrigeration Institute (The); www.ahrinet.org.

7. AMCA - Air Movement and Control Association International, Inc.; www.amca.org.

8. ANSI - American National Standards Institute; www.ansi.org.

9. ASHRAE - American Society of Heating, Refrigerating and Air-Conditioning Engineers;

www.ashrae.org.

10. ASME - ASME International; (American Society of Mechanical Engineers); www.asme.org.

11. ASSE - American Society of Sanitary Engineering; www.asse-plumbing.org.

12. ASTM - ASTM International; www.astm.org.

13. AWS - American Welding Society; www.aws.org.

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14. AWWA - American Water Works Association; www.awwa.org.

15. CDA - Copper Development Association; www.copper.org.

16. CGA - Compressed Gas Association; www.cganet.com.

17. CISPI - Cast Iron Soil Pipe Institute; www.cispi.org.

18. CSA - CSA International; (Formerly: IAS - International Approval Services); www.csa-international.org.

19. CSI - Construction Specifications Institute (The); www.csiresources.org.

20. CTI - Cooling Technology Institute; (Formerly: Cooling Tower Institute); www.cti.org.

21. FM Approvals - FM Approvals LLC; www.fmglobal.com.

22. HI - Hydraulic Institute; www.pumps.org.

23. ICC - International Code Council; www.iccsafe.org.

24. IEEE - Institute of Electrical and Electronics Engineers, Inc. (The); www.ieee.org.

25. IGSHPA - International Ground Source Heat Pump Association; www.igshpa.okstate.edu.

26. Intertek - Intertek Group; (Formerly: ETL SEMCO; Intertek Testing Service NA); www.intertek.com.

27. MSS - Manufacturers Standardization Society of The Valve and Fittings Industry Inc.; www.mss-hq.org

28. NADCA - National Air Duct Cleaners Association; www.nadca.com.

29. NAIMA - North American Insulation Manufacturers Association; www.naima.org.

30. NEBB - National Environmental Balancing Bureau; www.nebb.org.

31. NECA - National Electrical Contractors Association; www.necanet.org.

32. NEMA - National Electrical Manufacturers Association; www.nema.org.

33. NETA - InterNational Electrical Testing Association; www.netaworld.org.

34. NFPA - National Fire Protection Association; www.nfpa.org.

35. NSF - NSF International; www.nsf.org.

36. NSPE - National Society of Professional Engineers; www.nspe.org.

37. SMACNA - Sheet Metal and Air Conditioning Contractors' National Association; www.smacna.org.

38. STI - Steel Tank Institute; www.steeltank.com.

39. TEMA - Tubular Exchanger Manufacturers Association, Inc.; www.tema.org.

40. UL - Underwriters Laboratories Inc.; www.ul.com.

41. USGBC - U.S. Green Building Council; www.usgbc.org.

B. Publication Dates: Comply with standards in effect as of date of the Contract Documents unless otherwise indicated.

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MECHANICAL GENERAL REQUIREMENTS 20 0500 - 3

C. Copies of Standards: Each entity engaged in construction on Project should be familiar with industry standards applicable to its construction activity. Copies of applicable standards are not bound with the Contract Documents.

1. Where copies of standards are needed to perform a required construction activity, obtain copies directly from publication source.

1.4 PERFORMANCE REQUIREMENTS

A. Systems Components Pressure and Temperature Ratings: Not less than indicated and as required for system pressures and temperatures.

1.5 QUALITY ASSURANCE

A. Scope of Work: Furnish all labor, material, equipment, technical supervision, and incidental services required to complete, test and leave ready for operation the mechanical systems as specified and as indicated on Drawings.

1. Contract Documents are complimentary, and what is required by one shall be as binding as if required by all. In the event of inconsistencies or disagreements within the Construction Documents bids shall be based on the most expensive combination of quality and quantity of the work indicated.

B. Ordinances and Codes: Perform all Work in accordance with applicable Federal, State and local ordinances and regulations, the Rules and Regulations of ASHRAE, NFPA, SMACNA and UL, unless otherwise indicated.

1. Notify the Architect/Engineer in writing before submitting a proposal should any changes in Drawings or Specifications be required to conform to the above codes, rules or regulations.

2. If the Contractor performs any work knowing it to be contrary to such laws, ordinances, rules and regulations, and without notice to A/E, the Contractor shall bear all costs arising from corrective measures.

C. Source Limitations: Obtain equipment and other components of the same or similar systems through one source from a single manufacturer.

D. Tests and Inspections: Perform all tests required by state, city, county and/or other agencies having jurisdiction. Provide all materials, equipment, etc., and labor required for tests.

E. Performance Requirements: Perform all work in a first class and workmanlike manner, in accordance with the latest accepted standards and practices for the trades involved.

F. Sequence and Schedule: Perform work to avoid interference with the work of other trades. Remove and relocate work which in the opinion of the Owner’s Representatives causes interference.

G. Labeling Requirement for Packaged Equipment: Electrical panels on packaged mechanical equipment shall bear UL label or label of other Nationally Recognized Testing Laboratory (NRTL) (Intertek, CSA, etc.).

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MECHANICAL GENERAL REQUIREMENTS 20 0500 - 4

1.6 CODES, PERMITS AND FEES

A. Unless otherwise indicated, all required permits, licenses, inspections, approvals and fees for Mechanical Work shall be secured and paid for by the Contractor. All Work shall conform to all applicable codes, rules and regulations.

B. Rules of local utility companies shall be complied with. Check with each utility company supplying service to the installation and determine all devices including, but not limited to, all valves, meter boxes, and meters which will be required and include the cost of all such items in proposal.

C. All work shall be executed in accordance with the rules and regulations set forth in local and state codes.

Prepare any detailed drawings or diagrams which may be required by the governing authorities. Where the drawings and/or specifications indicate materials or construction in excess of code requirements, the drawings and/or specifications shall govern.

D. Refer to Division 22 Section “Domestic Water Piping” for purchase and installation of potable water meters.

1.7 DRAWINGS

A. The drawings show the location and general arrangement of equipment, piping and related items. They shall be followed as closely as elements of the construction will permit.

B. Examine the drawings of other trades and verify the conditions governing the work on the job site. Arrange work accordingly. Provide fittings, valves, and accessories as required to meet actual conditions.

C. Deviations from the drawings, with the exception of minor changes in routing and other such incidental changes that do not affect the functioning or serviceability of the systems, shall not be made without the written approval of the Architect/Engineer.

D. The Architectural and Structural Drawings take precedence in all matters pertaining to the building structure, Mechanical Drawings in all matters pertaining to Mechanical Trades and Electrical Drawings in all matters pertaining to Electrical Trades. Where there are conflicts or differences between the drawings for the various trades, report such conflicts or differences to the Architect/Engineer for resolution.

E. Drawings are not intended to be scaled for rough-in or to serve as shop drawings. Take all field measurements required to complete the Work.

1.8 MATERIAL AND EQUIPMENT MANUFACTURERS

A. Equipment: All items of equipment shall be furnished complete with all accessories normally supplied with the catalog items listed and all other accessories necessary for a complete and satisfactory operating system. All equipment and materials shall be new and shall be standard products of manufacturers regularly engaged in the production of plumbing, heating, ventilating and air conditioning equipment and shall be the manufacturer's latest design.

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MECHANICAL GENERAL REQUIREMENTS 20 0500 - 5

B. If an approved manufacturer is other than the manufacturer used as the basis for design, the equipment or product provided shall be equal in size, quality, durability, appearance, capacity, and efficiency through all ranges of operation, shall conform with arrangements and space limitations of the equipment shown on the plans and/or specified, shall be compatible with the other components of the system and shall comply with the requirements for Items Requiring Prior Approval specified in this section of the Specifications. All costs to make these items of equipment comply with these requirements including, but not limited to, piping, sheet metal, electrical work, and building alterations shall be included in the original Bid.

C. All package unit equipment and skid mounted mechanical components that are factory assembled shall meet, in detail, the products named and specified within each section of the Mechanical and Electrical Specifications.

D. Changes Involving Electrical Work: The design of the mechanical systems is based on the equipment scheduled on the Drawings. Equipment of higher electrical characteristics may be furnished provided such proposed equipment is approved in writing and connecting electrical services, circuit breakers, and conduit sizes are appropriately modified with no additional cost to project. If minimum energy ratings or efficiencies are specified, equipment shall comply with requirements.

1. Where equipment changes are made that involve additional Electrical Work (larger size motor, additional wiring of equipment, etc.) the Mechanical Trades involved shall compensate the Electrical Trades for the cost of the additional Work required.

1.9 INSPECTION OF SITE

A. Visit the site, examine and verify the conditions under which the Work must be conducted before submitting Proposal. The submitting of a Proposal implies that the Contractor has visited the site and understands the conditions under which the Work must be conducted. No additional charges will be allowed because of failure to make this examination or to include all materials and labor to complete the Work.

B. No contract sum adjustments or contract time extensions will be made for Contractor claims arising from conditions which were or could have been observable, ascertainable or reasonably foreseeable from a site visit or inquiry into local conditions affecting the execution of the work.

1.10 ITEMS REQUIRING PRIOR APPROVAL

A. Bids shall be based upon manufactured equipment specified. All items that the Contractor proposes to use in the Work that are not specifically named in the Contract Documents must be submitted for review prior to bids. Such items must be submitted in compliance with Division 01 specifications. Requests for prior approval must be accompanied by complete catalog information, including but not limited to, model, size, accessories, complete electrical information and performance data in the form given in the equipment schedule on the drawings at stated design conditions. Where items are referred to by symbolic designations on the drawings, all requests for prior approval shall bear the same designations.

1. Equipment to be considered for prior approval shall be equal in quality, durability, appearance, capacity and efficiency through all ranges of operation, shall fulfill the requirements of equipment arrangement and space limitations of the equipment shown on the plans and/or specified and shall be compatible with the other components of the system.

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MECHANICAL GENERAL REQUIREMENTS 20 0500 - 6

2. All costs incurred to make equipment comply with other requirements, including providing maintenance, clearance, piping, sheet metal, electrical, replacement of other components, and building alterations shall be included in the original bid.

B. Voluntary alternates may be submitted for consideration, with listed addition or deduction to the bid, but will not affect the awarding of the contract.

1.11 ACTION SUBMITTALS

A. Submit for review in compliance with Division 01.

B. Equipment and material submittals required are indicated in the Mechanical; Fire Suppression; Plumbing;

and Heating, Ventilating and Air Conditioning Sections. Refer to Division 01 for submittal quantities.

C. Submittals shall be in groupings of similar or related items. Plumbing fixture submittals shall be in one package including all fixtures intended to be used for this project. Incomplete submittal groupings will be returned “Rejected”. Submit product data with identification mark number or symbol numbers as specified or scheduled on the Mechanical Drawings.

D. Submittals shall be project specific. Standard detail drawings and schedule not clearly indicating which data is associated with this Project will be returned “Rejected”.

E. If deviations (not substitutions) from Contract Documents are deemed necessary by the Contractor, details of such deviations, including changes in related portions of the project and the reasons therefore, shall be included with the submittal for approval.

1.12 INFORMATIONAL SUBMITTALS

A. Shop Drawings:

1. Prepare shop drawings to scale for the Architect/Engineer for review.

2. Shop drawings shall be reviewed by the Mechanical Contractor for completeness and accuracy prior to submitting to the Architect/Engineer for review. The shop drawings shall be dated and signed by the Mechanical Contractor prior to submission.

3. No equipment shall be shipped from stock or fabricated until shop drawings for them have been reviewed by the Architect/Engineer. Review is only for general conformance with the design concept of the project and general compliance with the information given in the Contract Documents. Any action indicated is subject to the requirement of the plans and specifications.

a. By the review of shop drawings, the Architect/Engineer does not assume responsibility for actual dimensions or for the fit of completed work in position, nor does such review relieve Mechanical Trades of full responsibility for the proper and correct execution of the work required.

b. Contractor is responsible for:

1) Dimensions, which shall be confirmed and correlated at the job site.

2) Fabrication processes and techniques of construction.

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MECHANICAL GENERAL REQUIREMENTS 20 0500 - 7

3) Quantities.

4) Coordination of Contractor’s work with all other trades.

5) Satisfactory performance of Contractor’s work.

6) Temporary aspects of the construction process.

1.13 CLOSEOUT SUBMITTALS

A. Operation and Maintenance Instructional Manuals:

1. Submit project specific Operation and Maintenance Instructional Manuals for review in compliance with Division 01 Specification Sections.

2. Provide complete operation and maintenance instructional manuals covering all mechanical equipment herein specified, together with parts lists. Maintenance and operating instructional manuals shall be job specific to this project. Generic manuals are not acceptable. One copy of all manuals shall be furnished for Owner. Maintenance and operating instructional manuals shall be provided when construction is approximately 75 percent complete.

3. Format: Submit operation and maintenance manuals in the following format:

a. PDF electronic file. Assemble each manual into a composite electronically indexed file. Submit on digital media acceptable to Architect.

1) Name each indexed document file in composite electronic index with applicable item name. Include a complete electronically linked operation and maintenance directory.

2) Enable inserted reviewer comments on draft submittals.

4. The operating and maintenance instructions shall include a brief, general description for all mechanical systems including, but not limited to:

a. Routine maintenance procedures.

b. Lubrication chart listing all types of lubricants to be used for each piece of equipment and the recommended frequency of lubrication.

c. Trouble-shooting procedures.

d. Contractor's telephone numbers for warranty repair service.

e. Submittals.

f. Recommended spare parts list.

g. Names and telephone numbers of major material suppliers and subcontractors.

h. System schematic drawings.

B. Record Drawings:

1. Submit record drawings in compliance with Division 01.

2. Contractor shall submit to the Architect/Engineer, record drawings on electronic media or vellum which have been neatly marked to represent as-built conditions for all new mechanical work.

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MECHANICAL GENERAL REQUIREMENTS 20 0500 - 8

3. The Contractor shall keep accurate note of all deviations from the construction documents and discrepancies in the underground concealed conditions and other items of construction on field drawings as they occur. The marked up field documents shall be available for review by the Architect, Engineer and Owner at their request.

C. Warranties:

1. Warranty: Comply with the requirements in Division 01 Specification Sections. Contractor shall warranty that the mechanical installation is free from defects and agrees to replace or repair, to the Owner’s satisfaction, any part of this mechanical installation which becomes defective within a period of one year (unless specified otherwise in other Mechanical; Fire Suppression; Plumbing; or Heating, Ventilating and Air Conditioning Sections) from the date of substantial completion following final acceptance, provided that such failure is due to defects in the equipment, material, workmanship or failure to follow the contract documents.

2. File with the Owner any and all warranties from the equipment manufacturers including the operating conditions and performance capacities they are based on.

1.14 INSTRUCTION OF OWNER PERSONNEL

A. Before final inspection, instruct Owner's designated personnel in operation, adjustment, and maintenance of mechanical equipment and systems at agreed upon times. A minimum of 24 hours of formal instruction to Owner's personnel shall be provided for each building. Additional hours are specified in individual specification sections.

B. For equipment requiring seasonal operation, perform instructions for other seasons within six months.

C. Use operation and maintenance manuals as basis for instruction. Review contents of manual with personnel in detail to explain all aspects of operation and maintenance.

D. In addition to individual equipment training provide overview of each mechanical system. Utilize the as-built documents for this overview.

E. Prepare and insert additional data in operation and maintenance manual when need for such data becomes apparent during instruction.

1.15 WARRANTY

A. Warranty: Comply with the requirements in Division 01 Specification Sections. Contractor shall warranty that the mechanical installation is free from defects and agrees to replace or repair, to the Owner’s satisfaction, any part of this mechanical installation which becomes defective within a period of one year (unless specified otherwise in other Mechanical; Fire Suppression; Plumbing; or Heating, Ventilating and Air Conditioning Sections) from the date of substantial completion following final acceptance, provided that such failure is due to defects in the equipment, material, workmanship or failure to follow the contract documents.

B. File with the Owner any and all warranties from the equipment manufacturers including the operating conditions and performance capacities they are based on.

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PART 2 PRODUCTS (NOT APPLICABLE)

PART 3 EXECUTION

3.1 MECHANICAL DEMOLITION WORK

A. Demolition of existing mechanical equipment and materials shall be done by the Contractor unless otherwise indicated. Include items such as, but not limited to, existing piping, pumps, ductwork, supports, and equipment where such items are not required for the proper operation of the modified system.

B. Include draining of piping systems where required for demolition, modification of, or connection to existing systems.

C. In general, demolition work is indicated on the Drawings. However, the Contractor shall visit the job site to determine the full extent and character of this Work.

D. Unless specifically noted to the contrary, removed materials shall not be reused in the work. Salvaged materials that are to be reused shall be stored safe against damage and turned over to the appropriate trade for reuse.

1. Salvaged materials of value that are not to be reused shall remain the property of the Owner unless such ownership is waived.

2. Remove items from the systems and turn over to the Owner in their condition prior to removal. The Owner will move and store these materials.

3. Items on which the Owner waives ownership shall become the property of the Contractor, who shall remove and legally dispose of same, away from the premises.

E. Work that has been cut or partially removed shall be protected against damage until covered by permanent construction.

F. Clean and flush the interior and exterior of existing relocated equipment and its related piping, valves, and accessories that are to be reused of mud, debris, pipe dope, oils, welding slag, loose mill scale, rust, and other extraneous material so that the existing equipment and accessories can be repainted and repaired as required for the proper operation and performance of the relocated equipment.

G. Where existing equipment is to be removed, cap piping under floor, behind face of wall, above ceiling, or at mains.

H. Cap ductwork and cap piping immediately adjacent to demolition as soon as demolition commences in order to allow existing systems to remain in operation.

1. Cap or plug piping with same or compatible piping material.

2. Cap or plug ducts with same or compatible ductwork material.

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3.2 REFRIGERANT HANDLING

A. Refrigerant Installation and Disposal: Perform all work related to refrigerant contained in chillers, cooling coils, air conditioners, and similar equipment, including related piping, in strict accordance with the following requirements:

1. ASHRAE Standard 15 and Related Revisions: Safety Code for Mechanical Refrigeration.

2. ASHRAE Standard 34 and Related Revisions: Number Designation and Safety Classification of Refrigerants.

3. United States Environmental Protection Agency (US EPA) requirements of Section 8 08 (Prohibition of Venting and Regulation of CFC) and applicable State and Local regulations of authorities having jurisdiction.

B. Recovered refrigerant is the property of the Contractor. Dispose of refrigerant legally, in accordance with applicable rules and regulations.

3.3 WORK IN EXISTING BUILDINGS

A. The Owner will provide access to existing buildings as required. Access requirements to occupied buildings shall be identified on the project schedule. The Contractor, once Work is started in the existing building, shall complete same without interruption so as to return work areas as soon as possible to Owner.

B. Adequately protect and preserve all existing and newly installed Work. Promptly repair any damage to same at Contractor's expense.

C. Consult with the Owner’s Representative as to the methods of carrying on the Work so as not to interfere with the Owner's operation any more than absolutely necessary. Accordingly, all service lines shall be kept in operation as long as possible and the services shall only be interrupted at such time as will be designated by the Owner's Representative.

D. Prior to starting work in any area, obtain approval for doing so from a qualified representative of the Owner who is designated and authorized by the Owner to perform testing and abatement, if necessary, of all hazardous materials including but not limited to, asbestos. The Contractor shall not perform any inspection, testing, containment, removal or other work that is related in any way whatsoever to hazardous materials under the Contract.

3.4 TEMPORARY SERVICES

A. Provide temporary service as described in Division 01.

B. The existing building will be occupied during construction. Maintain mechanical services and provide necessary temporary connections and their removal at no additional cost to the Owner.

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3.5 WORK INVOLVING OTHER TRADES

A. Certain items of equipment or materials specified in the Mechanical Division may have to be installed by other trades due to code requirements or union jurisdictional requirements. In such instances, the Contractor shall complete the work through an approved, qualified subcontractor and shall include the full cost for same in proposal.

3.6 ACCEPTANCE PROCEDURE

A. Upon successful completion of start-up and recalibration, but prior to building acceptance, substantial completion and commencement of warranties, the Architect/Engineer shall be requested in writing to observe the satisfactory operation of all mechanical control systems.

B. The Contractor shall demonstrate operation of equipment and control systems, including each individual component, to the Owner and Architect/Engineer.

C. After correcting all items appearing on the punch list, make a second written request to the Owner and Architect/Engineer for observation and approval.

D. After all items on the punch list are corrected and formal approval of the mechanical systems is provided by the Architect/Engineer, the Contractor shall indicate to the Owner in writing the commencement of the warranty period.

E. Operation of the following systems shall be demonstrated:

1. Air Handling Systems.

2. Refrigeration Systems.

3. Chilled Water Systems.

4. Heating Systems.

5. Temperature Controls.

6. Building Automation System.

F. For systems requiring seasonal operation, demonstrate system performance within six months when weather conditions are suitable.

3.7 FUNCTIONAL TESTING

A. All trades to perform functional tests to ensure proper operation of installed equipment. BAS provider to configure all trends to demonstrate system performance.

END OF SECTION 20 0500

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BASIC MECHANICAL MATERIALS AND METHODS 20 0510 - 1

SECTION 20 0510 - BASIC MECHANICAL MATERIALS AND METHODS

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.

B. Related Sections include the following:

1. Division 20 Section “Mechanical General Requirements.”

2. Division 22 Section “Domestic Water Piping” for flushing and cleaning of potable water piping.

3. Division 23 Section “Piping Systems Flushing and Chemical Cleaning” for flushing and cleaning of HVAC piping.

1.2 SUMMARY

A. This section includes mechanical materials and installation methods common to mechanical piping systems, sheet metal systems and equipment. This section supplements all other Division 20, 21, 22, and 23 Mechanical Sections, and Division 01 Specification Sections.

1.3 DEFINITIONS

A. Finished Spaces: Spaces other than mechanical and electrical equipment rooms, furred spaces, pipe and duct shafts, unheated spaces immediately below roof, spaces above ceilings, unexcavated spaces, crawlspaces, and tunnels.

B. Exposed, Interior Installations: Exposed to view indoors. Examples include finished occupied spaces and mechanical equipment rooms.

C. Exposed, Exterior Installations: Exposed to view outdoors or subject to outdoor ambient temperatures and weather conditions. Examples include rooftop locations.

D. Concealed, Interior Installations: Concealed from view and protected from physical contact by building occupants. Examples include above ceilings and in duct shafts.

E. Concealed, Exterior Installations: Concealed from view and protected from weather conditions and physical contact by building occupants but subject to outdoor ambient temperatures. Examples include installations within unheated shelters.

F. The following are industry abbreviations for plastic materials:

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BASIC MECHANICAL MATERIALS AND METHODS 20 0510 - 2

1. ABS: Acrylonitrile-butadiene-styrene plastic.

2. CPVC: Chlorinated polyvinyl chloride plastic.

3. PE: Polyethylene plastic.

4. PVC: Polyvinyl chloride plastic.

5. RTRF: Reinforced thermosetting resin (fiberglass) fittings.

6. RTRP: Reinforced thermosetting resin (fiberglass) pipe.

G. The following are industry abbreviations for rubber materials:

1. EPDM: Ethylene-propylene-diene terpolymer rubber.

2. NBR: Acrylonitrile-butadiene rubber.

1.4 REFERENCE STANDARDS

A. 40 CFR 59, Subpart D - National Volatile Organic Compound Emission Standards for Architectural Coatings; U.S. Environmental Protection Agency; Current Edition.

B. ASME B1.20.1 - Pipe Threads, General Purpose, Inch; 2013 (Reaffirmed 2018).

C. ASME B16.21 - Nonmetallic Flat Gaskets for Pipe Flanges; 2021.

D. ASME B18.2.1 - Square, Hex, Heavy Hex, and Askew Head Bolts and Hex, Heavy Hex, Hex Flange, Lobed Head, and Lag Screws (Inch Series); 2012 (Reaffirmed 2021).

E. ASTM B32 - Standard Specification for Solder Metal; 2020.

F. ASTM B813 - Standard Specification for Water Flushable Liquid and Paste Fluxes for Soldering of Copper and Copper Alloy Tube; 2024.

G. ASTM B828 - Standard Practice for Making Capillary Joints by Soldering of Copper and Copper Alloy Tube and Fittings; 2023.

H. ASTM D1785 - Standard Specification for Poly(Vinyl Chloride) (PVC) Plastic Pipe, Schedules 40, 80, and 120; 2021a.

I. ASTM D2235 - Standard Specification for Solvent Cement for Acrylonitrile-Butadiene-Styrene (ABS) Plastic Pipe and Fittings; 2022.

J. ASTM D2564 - Standard Specification for Solvent Cements for Poly(Vinyl Chloride) (PVC) Plastic Piping Systems; 2020 (Reapproved 2024).

K. ASTM D2657 - Standard Practice for Heat Fusion Joining of Polyolefin Pipe and Fittings; 2007 (Reapproved 2023).

L. ASTM D2661 - Standard Specification for Acrylonitrile-Butadiene-Styrene (ABS) Schedule 40 Plastic Drain, Waste, and Vent Pipe and Fittings; 2024.

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M. ASTM D2846/D2846M - Standard Specification for Chlorinated Poly(Vinyl Chloride) (CPVC) Plastic Hot-and Cold-Water Distribution Systems; 2024.

N. ASTM D2855 - Standard Practice for the Two-Step (Primer and Solvent Cement) Method of Joining Poly (Vinyl Chloride) (PVC) or Chlorinated Poly (Vinyl Chloride) (CPVC) Pipe and Piping Components with Tapered Sockets; 2020 (Reapproved 2024).

O. ASTM D3139 - Standard Specification for Joints for Plastic Pressure Pipes using Flexible Elastomeric Seals; 2019 (Reapproved 2025).

P. ASTM F402 - Standard Practice for Safe Handling of Solvent Cements, Primers, and Cleaners Used for Joining Thermoplastic Pipe and Fittings; 2026.

Q. ASTM F493 - Standard Specification for Solvent Cements for Chlorinated Poly(Vinyl Chloride) (CPVC) Plastic Pipe and Fittings; 2022 (Reapproved 2026).

R. ASTM F656 - Standard Specification for Primers for Use in Solvent Cement Joints of Poly(Vinyl Chloride) (PVC) and Chlorinated Poly(Vinyl Chloride) (CPVC) Plastic Pipe and Fittings; 2025.

S. AWWA C219 - Bolted Sleeve-Type Couplings for Plain-End Pipe; 2023.

T. NSF 14 - Plastics Piping System Components and Related Materials; 2025.

U. NSF 61 - Drinking Water System Components - Health Effects; 2025, with Addendum

V. NSF 372 - Drinking Water System Components - Lead Content; 2024.

1.5 ACTION SUBMITTALS

A. Product Data: For the following:

1. Transition fittings.

2. Mechanical sleeve seals.

1.6 INFORMATIONAL SUBMITTALS

A. Welding certificates.

B. Brazing Certificates: As required by ASME Boiler and Pressure Vessel Code, Section IX, or AWS B2.2.

1.7 QUALITY ASSURANCE

A. Regulatory Requirements: Comply with requirements in Public Law 111-380, "Reduction of Lead in Drinking Water Act," about lead content in materials that will be in contact with potable water for human consumption.

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B. Comply with NSF 372, “Drinking Water System Components – Lead Content” for potable domestic water piping and components.

C. Steel Pipe Welding: Qualify processes and operators according to ASME Boiler and Pressure Vessel Code: Section IX, "Welding and Brazing Qualifications."

1. Comply with provisions in ASME B31 Series, "Code for Pressure Piping."

2. Certify that each welder has passed AWS qualification tests for welding processes involved and that certification is current.

D. Duct Joint and Seam Welding: Qualify procedures and personnel according to the following:

1. AWS D9.1, "Sheet Metal Welding Code."

E. Brazing: Qualify processes and operators according to ASME Boiler and Pressure Vessel Code:

Section IX, "Welding and Brazing Qualifications," or AWS B2.2, "Standard for Brazing Procedure and Performance Qualification."

F. Soldering: Qualify processes and operators according to AWS B2.3/2.3M, "Specification for Soldering Procedure and Performance Qualification."

G. Installer Qualifications:

1. Installers of Grooved Components: Installers shall be certified by the grooved component manufacturer as having been trained and qualified to join piping with grooved couplings, fittings, and specialties.

2. Installers of Pressure-Sealed Joints: Installers shall be certified by the pressure-seal joint manufacturer as having been trained and qualified to join piping with pressure-seal pipe couplings and fittings.

1.8 DELIVERY, STORAGE, AND HANDLING

A. Storage and Protection: Provide adequate weather protected storage space for all mechanical equipment and materials deliveries to the job site. Storage locations will be designated by the Owner’s Representative. Equipment stored in unprotected areas must be provided with temporary protection.

1. Protect equipment and materials from theft, injury, or damage.

2. Protect equipment outlets, pipe and duct openings with temporary plugs or caps.

3. Materials with enamel or glaze surface shall be protected from damage by covering and/or coating as recommended in bulletin “Handling and Care of Enameled Cast Iron Plumbing Fixtures”, issued by the Plumbing Fixtures Manufacturer Association, and as approved.

4. Electrical equipment furnished by Mechanical Trades and installed by the Electrical Trades: Turn over to Electrical Trades in good condition, receive written confirmation of same.

5. Deliver pipes and tubes with factory-applied end caps. Maintain end caps through shipping, storage, and handling to prevent pipe end damage and to prevent entrance of dirt, debris, and moisture.

6. Store plastic pipes protected from direct sunlight. Support to prevent sagging and bending.

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1.9 COORDINATION

A. Arrange for pipe spaces, chases, slots, and openings in building structure during progress of construction, to allow for mechanical installations. Coordinate with other trades to ensure accurate locations and sizes of mechanical spaces, chases, slots, shafts, recesses, and openings.

B. Coordinate installation of required supporting devices and set sleeves in poured-in-place concrete and other structural components as they are constructed.

C. Install Work to avoid interference with work of other trades including, but not limited to, Architectural and Electrical Trades. Remove and relocate any work that causes an interference at Contractor's expense.

D. Coordinate requirements for and provide access panels and doors for mechanical items requiring access that are concealed behind finished surfaces. Access panels and doors are specified in Division 08 Section "Access Doors and Frames."

E. The mechanical trades shall be responsible for all damage to other work caused by their work or through the neglect of their workers.

1. All patching and repair of any such damaged work shall be performed by the trades which installed the work. The cost shall be paid by the Mechanical Trades.

PART 2 PRODUCTS

2.1 MANUFACTURERS

A. In other Part 2 articles where subparagraph titles below introduce lists, the following requirements apply for product selection:

1. Manufacturers: Subject to compliance with requirements, provide products by the manufacturers specified.

2.2 PIPE, TUBE, AND FITTINGS

A. Refer to individual Division 21, 22, and 23 piping Sections for pipe, tube, and fitting materials and joining methods.

B. Pipe Threads: ASME B1.20.1 for factory-threaded pipe and pipe fittings.

2.3 JOINING MATERIALS

A. Refer to individual Division 21, 22, and 23 piping Sections for special joining materials not listed below.

B. Unions: Pipe Size 2 Inches and Smaller:

1. Ferrous pipe: Malleable iron ground joint type unions.

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2. Unions in galvanized piping system shall be galvanized.

3. Copper tube and pipe: Bronze unions with soldered joints.

C. Flanges: Pipe Sizes 2-1/2 Inch and Larger:

1. Ferrous pipe: Standard weight, forged steel weld neck flanges.

2. Copper tube and pipe: Slip-on bronze flanges.

D. Pipe-Flange Gasket Materials: Suitable for chemical and thermal conditions of piping system contents.

1. ASME B16.21, nonmetallic, flat, asbestos-free, 1/8 inch (3.18 mm) maximum thickness unless thickness or specific material is indicated.

a. Full-Face Type: For flat-face, Class 125, cast-iron and cast-bronze flanges.

b. Narrow-Face Type: For raised-face, Class 250, cast-iron and steel flanges.

2. AWWA C110, rubber, flat face, 1/8 inch (3.18 mm) thick, unless otherwise indicated; and full-face or ring type, unless otherwise indicated.

E. Flange Bolts and Nuts: ASME B18.2.1, carbon steel, unless otherwise indicated. Square head bolts and nuts are not acceptable.

F. Plastic, Pipe-Flange Gasket, Bolts, and Nuts: Type and material recommended by piping system manufacturer, unless otherwise indicated.

G. Solder Filler Metals: ASTM B32, lead-free, antimony-free, silver-bearing alloys. Include water-flushable flux according to ASTM B813.

H. Brazing Filler Metals: Alloys meeting AWS A5.8.

1. Use Type BcuP Series, silver-bearing, copper-phosphorus alloys for joining copper or bronze socket fittings with copper pipe. Flux is prohibited unless used with bronze fittings.

2. Use Type Bag Series, cadmium-free silver alloys for joining copper with steel, stainless steel, or other ferrous alloys.

I. Welding Filler Metals: Comply with AWS D10.12/D10.12M for welding materials appropriate for wall thickness and chemical analysis of steel pipe being welded.

J. Welding Materials: Comply with Section II, Part C, of ASME Boiler and Pressure Vessel Code for welding materials appropriate for wall thickness and for chemical analysis of pipe being welded.

K. Solvent Cements for Joining CPVC Piping and Tubing: ASTM F493.

L. Solvent Cements for Joining PVC Piping: ASTM D2564. Include primer according to ASTM F656.

M. Solvent Cements for Joining ABS Piping: ASTM D2235.

N. Solvent Cements for Joining PVC to ABS Piping Transition: ASTM D 3138.

O. Fiberglass Pipe Adhesive: As furnished or recommended by pipe manufacturer.

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2.4 PIPE THREAD COMPOUNDS

A. General: Pipe thread compounds for the fluid service compatible with piping materials provided.

B. Potable Water Service and Similar Applications: Compounds acceptable to U.S. Department of Agriculture (USDA) or Food and Drug Administration (FDA). Compounds containing lead are prohibited.

C. Galvanized Steel: Inorganic zinc-rich coatings or corrosion inhibited proprietary compounds to coat raw carbon steel surfaces, in lieu of subsequent painting. Compounds containing lead are prohibited.

1. Manufacturers:

a. Carboline "Carbo-Zinc 12."

b. Tnemec.

c. Koppers.

D. Steam and Steam Condensate: Graphite and oil or proprietary corrosion inhibited compounds suitable for system temperatures.

1. Manufacturers:

a. Cameron; A Schlumberger Company; Key "Graphite Paste."

b. Other approved.

E. Natural Gas System: Use either of the following:

1. Tetrafluoroethylene (Teflon) tape 2 to 3 mils (0.0762 mm) thick for threaded joints.

a. Manufacturers:

1) Cadillac Plastic.

2) Permacel.

3) Other approved.

2. Lead-free pipe thread compounds suitable for service.

a. Manufacturers:

1) HCC Holdings, Inc.; Hercules Pro Dope.

2) Mill-Rose Company (The); Clean-Fit Products; Blue Monster Thread Sealant.

3) Oatey; Great Blue Pipe Joint Compound.

4) RectorSeal LLC: A CSW Industrials Company; No. 5, No.5 Special, and No. 5 Sub-Zero Pipe Thread Sealants.

2.5 TRANSITION FITTINGS

A. AWWA Transition Couplings: Same size as, and with pressure rating at least equal to and with ends compatible with, piping to be joined.

1. Manufacturers:

a. Cascade Waterworks Mfg. Co.

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b. Dresser Industries, Inc.; DMD Div.

c. Ford Meter Box Company, Incorporated (The); Pipe Products Div.

d. JCM Industries.

e. Smith-Blair, Inc.

f. Viking Johnson.

2. Underground Piping NPS 1-1/2 (DN 40) and Smaller: Manufactured fitting or coupling.

3. Underground Piping NPS 2 (DN 50) and Larger: AWWA C219, metal sleeve-type coupling.

4. Aboveground Pressure Piping: Pipe fitting.

B. Plastic-to-Metal Transition Fittings: CPVC and PVC one-piece fitting with manufacturer's Schedule 80 equivalent dimensions; one end with threaded brass insert, and one solvent-cement-joint end.

1. Manufacturers:

a. IPEX Inc. (formerly Eslon Thermoplastics).

C. Plastic-to-Metal Transition Adaptors: One-piece fitting with manufacturer's SDR 11 equivalent dimensions;

one end with threaded brass insert, and one solvent-cement-joint end.

1. Manufacturers:

a. Thompson Plastics, Inc.

D. Plastic-to-Metal Transition Unions: MSS SP-107, CPVC and PVC four-part union. Include brass end, solvent-cement-joint end, rubber O-ring, and union nut.

1. Manufacturers:

a. NIBCO INC.

b. NIBCO, Inc.; Chemtrol Div.

E. Flexible Transition Couplings for Underground Nonpressure Drainage Piping: ASTM C 1173 with elastomeric sleeve, ends same size as piping to be joined, and corrosion-resistant metal band on each end.

1. Manufacturers:

a. Cascade Waterworks Mfg. Co.

b. Fernco, Inc.

c. Mission Rubber Company.

d. Plastic Oddities, Inc.

e. Can-Tex Industries Division of Harsco Corp. “CT-Adaptors”.

f. Joint Inc., “Caulder”.

2.6 MODULAR MECHANICAL SEALS

A. Description: Modular sealing element unit, designed for field assembly, to fill annular space between pipe and sleeve or pipe and core drilled hole.

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1. Manufacturers:

a. Advance Products & Systems, Inc.; Innerlynx.

b. Calpico, Inc.

c. Metraflex Co.

d. Pipeline Seal and Insulator, Inc.; Thunderline Link Seal.

2. Sealing Elements: EPDM interlocking links shaped to fit surface of pipe. Include type and number required for pipe material and size of pipe.

3. Pressure Plates: Stainless steel. Include two for each sealing element.

4. Connecting Bolts and Nuts: Stainless steel with corrosion-resistant coating of length required to secure pressure plates to sealing elements. Include one for each sealing element.

2.7 SLEEVES

A. Steel Pipe: ASTM A53, Type E, Grade B, Schedule 40, and 0.375 inch (9.52 mm) wall black.

B. Steel Pipe: ASTM A53, Type E, Grade B, Schedule 40, and 0.375 inch (9.52 mm) wall galvanized, plain ends.

C. Stack Sleeve Fittings: Manufactured, cast-iron sleeve with integral clamping flange. Include clamping ring and bolts and nuts for membrane flashing.

1. Underdeck Clamp: Clamping ring with set screws.

2.8 GROUT

A. Description: ASTM C 1107, Grade B, nonshrink and nonmetallic, dry hydraulic-cement grout.

1. Characteristics: Post-hardening, volume-adjusting, nonstaining, noncorrosive, nongaseous, and recommended for interior and exterior applications.

2. Design Mix: 5000 psi (34473.80 kPa), 28-day compressive strength.

3. Packaging: Premixed and factory packaged.

2.9 EPOXY BONDING COMPOUND

A. Two-component system suitable for bonding wet or dry concrete to each other and to other materials.

B. Manufacturers:

1. Euco 452 #450; Euclid Chemical Co.

2. Epobond; L & M Construction Chemicals.

3. Sikadur 87; Sika Corp.

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2.10 LEAK DETECTOR SOLUTION

A. Commercial leak detector solution for pipe system testing.

B. Manufacturers:

1. American Gas and Chemicals Inc.; Leak Tec.

2. Cole-Parmer Inst. Co.; Leak Detector.

3. Guy Speaker Co. Inc.; Squirt 'n Bubbles.

2.11 PIPE PENETRATION ASSEMBLIES

A. Contractor may choose from one of the following:

B. Pipe Roof Penetration Enclosures

1. Manufacturers:

a. Pate Company (The); pca Series.

b. Portal Plus, Inc.

c. Thybar Corporation; Thycurb.

2. Prefabricated roof curb with:

a. Minimum 18 gage welded galvanized steel construction.

b. Integral base plate.

c. Factory installed insect and decay resistant wood nailer.

d. EPDM compression molded rubber cap for single or multiple pipes as required. Quantity of molder rubber caps shall be sufficient for no more than one pipe or conduit per cap.

e. Stainless steel draw-band clamps.

C. Pipe Roof Penetration Hood Assembly

1. Manufacturers:

a. Pate Company (The); pha Series.

2. Heavy gage aluminum construction.

3. Removable top cover.

4. Fully insulated aluminum mounting base to isolate hood from galvanized curb.

5. Includes prefabricated roof curb with:

a. Minimum 18 gage welded galvanized steel construction.

b. Integral base plate.

c. Factory installed insect and decay resistant wood nailer.

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PART 3 EXECUTION

3.1 PIPING SYSTEMS - COMMON REQUIREMENTS

A. Refer to piping application schedules on the Drawings.

B. Install piping according to the following requirements and Division 21, 22, and 23 Sections specifying piping systems, and in accordance with manufacturer’s instructions.

C. Drawing plans, schematics, and diagrams indicate general location and arrangement of piping systems.

Indicated locations and arrangements were used to size pipe and calculate friction loss, expansion, pump sizing, and other design considerations. The Drawings shall be followed as closely as elements of construction will permit.

D. During the progress of construction, protect open ends of pipe, fittings, and valves to prevent the admission of foreign matter. Place plugs or flanges in the ends of all installed work whenever work stops.

Plugs shall be commercially manufactured products.

E. Prior to and during laying of pipe, maintain excavations dry and clear of water and extraneous materials.

Provide minimum 4 inches (101.6 mm) of clearance in all directions for pipe passing under or through building grade beams.

F. Weld-o-lets and thread-o-lets can be used for annular flow measuring devices, temperature control…