ESBD_398846_1740512046857_SOL_EXH_F.5_SOW.pdf

DPS IOD Facilities

Rev. 06-2016

TEXAS DEPARTMENT OF PUBLIC SAFETY SCOPE OF WORK

The Texas Department of Public Safety (DPS) is requesting Bid Solicitations for a minor construction project. See the attached scope of work for more information.

Project El Paso Scott Simpson HVAC Replacement 11612 Scott Simpson El Paso, TX 79936

Department of Public Safety Contract Monitor:

Michael Studebaker Project Manager DPS HQ, Austin Texas

PH: 512-424-2127 MO: 512-925-0777

michael.studebaker@dps.texas.gov

Department of Public Safety Site Contact:

Michael Studebaker Project Manager DPS HQ, Austin Texas

PH: 512-424-2127 MO: 512-925-0777

michael.studebaker@dps.texas.gov

NOTE: Building contacts will be identified to the bidders for the respective locations for site visits and future access.

Access times for each phase of construction must be scheduled ahead of actual work.

Table of Contents - Specification Sections

Section 01 11 00 Summary of Work / Scope of Work Section 01 91 00 General Commissoning Section 23 30 13 Ductwork Section 23 62 13 Packaged Air-Cooled Units Section 23 81 26 DX Split System Air Conditioners Hydronic and Heat Pump Section 25 05 93 Test and Balance

Appendixes

ELPA-1 El Paso Floor Plan M101 Existing Mechanical Plan E3 Existing Electrical Riser Plan

DPS IOD Facilities

Rev. 06-2016

Department of Public Safety 01 11 00 Summary of Work

SECTION 01 11 00 - SUMMARY OF WORK

PART 1 – GENERAL

SECTION 1.0 GENERAL

1.01 SCOPE OF WORK

PROVIDE ALL MATERIAL AND INSTALLATION OF 4 NEW HYDRONIC SPLIT SYSTEM UNITS AND 1 NEW

PACKAGE UNIT WITH ELECTIC HEAT WHICH INCLUDES THE FOLLOWING:

1. Contractor will provide all labor, materials and any needed rental equipment to remove and dispose of the existing hydronic units and package unit. The existing units are listed below: (see extent of new work below, everything demolished will be replaced under this contract)

• 4 (Four) – Hydronic split systems- Contractor to confirm tonnage of units

• 1 (One) - Package unit- Contractor to confirm tonnage of unit.

2. Contractor will provide and install:

• (4) Four hydronic split system units as indicated in attached specification section 23 81 26 DX Split system air conditioning (all equipment needed).

• Existing platforms for new air handlers will receive one 5/8” Type “X” piece of gypsum board and will fire caulk all penetrations with a one-hour UL rated assembly.

• All platforms will be lined with duct board with joints sealed with mastic.

• The new condensing units will be placed in the same footprint occupied by the existing units

• (Four) 4 Digital programmable thermostats for hydronic systems

• Whips

• Hardware

• Condensate piping

• Insulation

• Integration of new air handler into the existing ducting in accordance with SMACNA standards.

• Any other miscellaneous materials needed for a fully functional system – see specification.

3. The power for this project is 208/230 single phase. Voltage to be confirmed by contractor.

• The contractor will replace the existing disconnects and whips to each unit.

• The contractor is to verify all conduit will be of sufficient size to comply with National Electric Code

(NEC) standard for the size wire needed to comply with the Minimum Circuit Ampacity (MCA) of the new units

• The contractor will be responsible for all of the line voltage electrical wiring from the distribution panel to the local disconnect switch and to the unit. Including any needed breakers. Low voltage control wiring will also be the contractor’s responsibility. All control wiring for all 5 units will be replaced.

4. Contractor will connect the cooling coil drains with 7/8” O.D. type “L” copper pipe.

5. Contractor will replace all refrigerant piping with new type L hard copper tubing.

6. Contractor will clean all existing supply and return grilles with appropriate disinfectant cleaner to remove all dirt and debris. Replace damaged or discolored grilles.

7. Contractor shall replace all supply grilles in rooms 101, 102, 107 with new grilles to increase air flow with no damper.

8. Contractor will provide start-up, warranty on materials & labor.

9. Contractor will provide an independent certified Test and Balance Company to perform a NEBB or AABC certified test of the systems. See specification for requirements. Provide this report to DPS for approval.

Department of Public Safety 01 11 00 Summary of Work

ALTERNATE

1. Contractor will provide all labor, materials and any needed rental equipment to remove and dispose of the existing hydronic units and package unit. The existing units are listed below: (see extent of new work below, everything demolished will be replaced under this contract)

• 4 (Four) – Hat pump split systems- Contractor to confirm tonnage of units

• 1 (One) - Package unit- Contractor to confirm tonnage of unit.

2 Contractor will provide and install:

• (4) Four heat pump split system units as indicated in attached specification section 23 81 26 DX Split system air conditioning (all equipment needed).

• Existing platforms for new air handlers will receive one 5/8” Type “X” piece of gypsum board and will fire caulk all penetrations with a one-hour UL rated assembly.

• All platforms will be lined with duct board with joints sealed with mastic.

• The new condensing units will be placed in the same footprint occupied by the existing units

• (Four) 4 Digital programmable thermostats

• Whips

• Hardware

• Condensate piping

• Insulation

• Integration of new air handler into the existing ducting in accordance with SMACNA standards.

• Any other miscellaneous materials needed for a fully functional system – see specification.

• All electrical requirements for systems. Installation per NEC.

1.02 QUALITY CONTROL

1. All equipment sizes, voltages, clearances and options shall be field verified by the contractor.

2. Contractor is to provide materials, labor and required equipment for turnkey performance of new split system air cooled units.

3. All removable access panels will be unimpeded for removal.

4. Filter access panels will be unimpeded for filter access; there must be a clear path to remove/replace the largest filter in the unit without deflection.

5. Contractor is responsible for properly disposing of all debris including removed materials, trash, or construction debris associated with this project. Removal shall not utilize TXDPS dumpster or equipment unless authorized.

6. TXDPS will identify an exterior staging area for use by the contractor. This temporary storage must be maintained in a neat orderly manner and restored to original condition upon completion.

7. Any container used as part of this contract is subject to inspection upon being located on TXDPS property.

8. Contractor shall efficiently schedule all work to ensure work will be done in as few calendar days as possible for optimum installation to meet the manufacturer’s warranty requirements. All work shall be continuous to insure the facility impact is minimal with limited disruptions. Every effort shall be made to eliminate down time and get the TXDPS operations back in service as quickly and safely as possible. The exact dates will be coordinated once the bid award is made.

9. It shall be the contractor’s responsibility to provide only skilled qualified workers as required in the specifications. At all times during the term of the Contract, Contractor shall have available, under direct employment and supervision, the necessary qualified personnel, organization and facility to properly fulfill all the terms and conditions of this Contract

• Due to the scope of work, the following licensed personnel are required in order to meet the minimum definition of “Qualified Personnel”:

1. Persons that have been registered with TDLR as a Registered ACR technician for a minimum of 3 years, a Certified ACR Technician for a minimum of 2 years or maintain an HVAC contractor’s

Department of Public Safety 01 11 00 Summary of Work license Type “A” for a minimum of 1 year, and/or

2. Possess a TDLR Master Electrician’s license

3. Upon approved exception by the Contract Monitor, any worker who possess a certification, degree, license or credential that lends credibility to the workman’s ability to demonstrate his or her technical competence.

1.03 PERFORMANCE REQUIREMENTS

1. All work shall be considered new unless otherwise indicated.

2. The Contractor shall check and verify all dimensions, notes and existing conditions on site before any construction work is started. All discrepancies shall be reported to TXDPS. No extra charge of compensation will be allowed on account of any difference between actual measurements and measurements or dimensions supplied by TXDPS, either verbally or in written form.

3. The Contractor shall assume full responsibility for the accuracy, fit and stability of all parts of the work.

4. No plans shall be scaled; dimensions shall be used.

5. All labor, materials and installations must comply with the codes, rules and regulations of local, state and federal authorities having jurisdiction. Any discrepancy which exists between the requirements by the plans, specifications, said codes, rules and regulations, shall be immediately brought to the attention of TXDPS Facilities Department, in writing for resolution.

6. The Contractor shall provide all necessary protection of existing work and newly added work.

7. The Contractor shall be responsible for adequately protecting all work during construction against damage, breakage, collapse, distortion and misalignment according to applicable codes and standards.

8. The Contractor shall repair and restore to its original condition all work and items damaged as a result of building operations and shall leave the work completed to the true intent of the drawings and specifications and to the satisfaction of TXDPS.

9. Any disturbance or damage to the existing building, site or utilities resulting from either directly or indirectly from the building operations shall be promptly repaired, restored or replaced to the satisfaction of TXDPS at no additional cost to TXDPS.

10. The Contractor shall coordinate the work of any and all Sub-Contractors.

11. All materials and construction to be incorporated in the work shall be in strict accordance with the latest editions of IBC and shall conform to the standards and recommendations of the various trade institutes where applicable.

1.07 SUBMITTALS

1. Refer to Section 23 81 26 DX SPLIT SYSTEM AIR CONDITIONING UNITS Part 1 for Alternates, Substitutions and Submittals.

1.09 SCHEDULING

1. All field work installations at the listed location shall be scheduled to facilitate continued facility usage as required by the owner.

2. Prior approval must be received from local TXDPS staff if scheduled project tasks may impact regular TXDPS facility operational schedule.

End of Section

SECTION 01 91 00 – GENERAL COMMISSIONING REQUIREMENTS

PART 1 – GENERAL

1.1. RELATED DOCUMENTS 1.1.1. The Contractor's attention is specifically directed, but not limited to, the Uniform General Conditions for University of Texas System Building Construction Contracts (UTUGCs) for other requirements.

1.1.2. Specifications throughout all Divisions of the Project Manual, which pertain to operable equipment and/or building systems, are directly applicable to this Section, and this Section is directly applicable to them.

1.2. SUMMARY 1.2.1. This Section establishes general and administrative requirements pertaining to commissioning of equipment, devices, and building systems installed on renovation and new construction projects delivered under various contracting methodologies. Technical requirements for commissioning of particular systems and components are established in the Contract Documents.

1.2.2. It is of primary concern that all operable systems installed in the Project perform in accordance with the Contract Documents and the specified Owner's operational needs. During Commissioning, the Contractor systematically demonstrates to the Owner that the operable systems are properly performing in strict accordance with the Contract Documents.

1.2.3. Commissioning requires cooperation and involvement of all parties throughout the construction process.

The Contractor shall deliver a successful Commissioning process. Successful Commissioning requires that installation of all building systems complies with Contract Document requirements and that full operational check-out and necessary adjustments are performed prior to Substantial Completion, with the exception of deferred tests approved in advance by Owner.

1.2.4. Commissioning will encompass and coordinate traditionally separate functions of system documentation, Inspection, Pre-functional Checklists and start-up, control system calibration and point-to-point checkout, testing, adjusting, and balancing, Functional Performance Tests, Integrated System Tests, Contractor demonstration to the Owner, and training of Owner’s personnel. This requires assembling all related documentation into one Commissioning Manual. Commissioning is intended to achieve the following specific objectives of the Contract Documents. 1.2.4.1. Verify and document proper installation and design parameters of equipment, systems, and integrated systems.

1.2.4.2. Ensure that operating and maintenance and Commissioning documentation requirements are complete.

1.2.4.3. Provide Owner with functional buildings and systems that meet the Contract Document requirements at Substantial Completion.

1.3. DEFINITIONS

Capitalized terms used in this Section shall have the meanings as set forth in the Contract, the UTUGCs, or both, unless otherwise defined or modified below.

1.3.1. Commissioning: A systematic process confirming that building systems have been installed, properly started, and consistently operated in strict accordance with the Contract Documents, that all systems are complete and functioning in accordance with the Contract Documents at Substantial Completion, and that Contractor has provided Owner adequate system documentation and training. Commissioning includes Deferred Tests, as approved by Owner.

1.3.2. Commissioning Authority: Party employed on the Project, by Owner under a Separate Contract, to provide certain commissioning services as defined herein under Commissioning Authority’s Role and Responsibilities. Commissioning Authority does not have authority to alter design or installation procedures without the written approval of Owner and the A/E.

1.3.3. Commissioning Plan: A document that provides the structure, schedule, and coordination plan for Commissioning during the construction phase and through the warranty period. The Commissioning Plan will describe the project and systems to be commissioned, Commissioning activities, procedures to follow throughout Commissioning, roles and responsibilities for each participant, and general description of testing and verification methods. The Commissioning Plan must satisfy all Test Requirements set forth in the Contract Documents.

1.3.3.1 See the Commissioning Plan Template attachment for submittal purposes.

1.3.4. Commissioning Team: Working group made up of representative(s) including DPS Contract Monitor, DPS Facilities, and Contractor, Test / Adjust and Balance Firm, and specialty manufacturers and suppliers.

Contractor will provide ad-hoc representation of Subcontractors on the Commissioning Team as required for implementation of the Commissioning Plan.

1.3.5. Deferred Tests: Functional Performance or Integrated System Tests performed after Substantial Completion, with Owner’s approval, due to seasonal requirements, site conditions, or both, that prohibit the test from being performed prior to Substantial Completion.

1.3.6. Deficiency: Condition of a component, piece of equipment, or system that is not in compliance with the Contract Documents.

1.3.7. Factory Testing: Testing of equipment at the factory, by factory personnel with an Owner’s representative present, if deemed necessary by Owner.

1.3.8. Functional Performance Test: Test of dynamic function and operation of equipment and systems executed by Contractor. Systems are tested shall be various modes, such as during low cooling or heating loads, high loads, component failures, unoccupied, varying outside air temperatures, life safety conditions, power failure, etc. Systems are run through all specified sequences of operation. Components are verified to be responding in accordance with Contract Documents. Functional Performance Tests are executed after start-ups and Pre-functional Checklists are complete.

1.3.9. Functional Performance Test Procedures: Commissioning protocols and detailed test procedures and

SECTION 23 05 93 - TESTING, ADJUSTING, AND BALANCING FOR HVAC

PART 1 - GENERAL

1.01 RELATED DOCUMENTS

A. General provisions of the Contract, including Uniform General Conditions and Specification Sections, apply to this Section.

B. Specifications throughout all Divisions of the Project Manual are directly applicable to this Section, and this Section is directly applicable to them.

1.02 SUMMARY

A. This Section includes administrative and procedural requirements for testing, adjusting, and balancing, HVAC systems.

1. Balancing Air Systems:

a. Constant volume air systems.

b. Variable volume air systems.

2. Balancing Hydronic Piping Systems:

a. Constant flow hydronic systems.

b. Variable flow hydronic systems.

1.03 QUALITY ASSURANCE

A. The Test & Balance must be performed by an independent Agency certified by AABC or NEBB using only certified staff.

B. Instrumentation Type, Quantity, Accuracy, and Calibration must be provided to the owner.

1.04 SUBMITTALS

A. Qualifications: Within 15 days of Notice to Proceed the Agency will :

B. Provide the qualifications of the personnel staffing the project.

C. Test and Balance plan as well as step by step strategies that includes:

1. Equipment and systems to be tested.

2. Strategies and step-by-step procedures for balancing the systems.

3. Instrumentation to be used.

4. Sample forms with specific identification for all equipment.

1.05 CONTRACTOR RESPONSIBILITIES

A. Provide T&B Agency on complete set of contract documents, change orders, and approved submittals.

B. Controls contractor shall provide required BAS hardware, software, personnel and assistance to T&B agency as required to balance the systems. Controls contractor shall also provide trending report(s) to demonstrate that systems are complete.

C. Coordinate meetings and assistance from suppliers and contractors as required by T&B agency.

D. Provide additional valves, dampers, sheaves and belts as required by T&B agency.

E. Flag all volume dampers and valves.

F. Provide additional valves, dampers, sheaves and belts as required by T&B Agency.

G. Provide access to all dampers, valves, test ports, nameplates and other appurtenances as required by T&B Agency.

H. Replace or repair insulation as required by T&B Agency.

I. Have the HVAC systems at complete operational readiness for T&B to begin. As a minimum verify the following:

J. Air side:

a. All ductwork is complete with all terminal installed.

b. All volume, smoke and fire dampers are open and functional.

c. Clean filters are installed.

d. All fans are operating, free of vibration, and rotating in correct direction.

e. VFC start-up is complete and all safeties are verified.

f. System readiness report is completed and submitted to T&B Agency, K. Hydronics:

a. Piping is complete with all terminals installed.

b. Water treatment is complete.

c. Systems are flushed, filled and air purged.

d. Strainers are pulled and cleaned.

e. Control valves are functioning per the sequence of operation.

f. All shutoff and balance valves have been verified to be 100% open.

g. Pumps are started, and proper rotation is verified.

h. Pump gauge connections are installed directly at the pump inlet and outlet flange or in discharge and suction pipe prior to any valves or strainers.

i. VFD start-up is complete and all safeties have been verified.

j. System readiness checklists are completed and returned to T&B agency.

L. Promptly correct deficiencies identified during T&B.

M. Maintain a construction schedule that allows the T&B agency to complete work prior to occupancy.

1.06 EXAMINATION

A. Examine the Contract Documents to become familiar with Project requirements and to discover conditions in systems' designs that may preclude proper T&B of systems and equipment.

B. Examine systems for installed balancing devices, such as test ports, gage cocks, thermometer wells, flow-control devices, balancing valves and fittings, and manual volume dampers. Note the locations of devices that are not accessible for testing and balancing.

C. Examine the approved submittals for HVAC systems and equipment.

D. Examine ceiling plenums and underfloor air plenums used for supply, return, or relief air to verify that they are properly separated from adjacent areas.

E. Examine equipment performance data including fan and pump curves.

F. Examine HVAC equipment and verify that bearings are greased, belts are aligned and tight, clean permanent filters are installed, and controls are ready for operation.

G. Examine terminal units, such as variable-air-volume boxes, and verify that they are accessible and their controls are connected, configured by the controls contractor and functioning.

H. Examine strainers to verify that mechanical contractor has replaced startup screens with permanent screens and that all strainers have been cleaned.

I. Examine two-way valves for proper installation and function.

J. Examine three-way valves for proper installation for their intended function of diverting or mixing fluid flows.

K. Examine heat-transfer coils for correct piping connections and for clean and straight fins.

L. Examine air vents to verify that mechanical contractor has removed all air from all hydronic systems.

1.07 GENERAL PROCEDURES FOR BALANCING AIR SYSTEMS

A. Prepare test reports for both fans and outlets. Obtain approved submittals and any manufacturer-recommended testing procedures. Crosscheck the summation of required outlet volumes with required fan volumes.

B. Prepare a single-line schematic diagram of systems for the purpose of identifying HVAC components.

C. For variable-air-volume systems, develop a plan to simulate diversity.

D. Determine the best locations in main and branch ducts for accurate duct-airflow measurements.

E. Locate start-stop and disconnect switches, electrical interlocks, and motor starters.

F. Verify that motor starters are equipped with properly sized thermal protection.

G. Check condensate drains for proper connections and functioning.

H. Check for proper sealing of air-handling-unit components.

1.08 PROCEDURES FOR CONSTANT VOLUME AIR SYSTEMS

A. Adjust fans to deliver total design airflows within the maximum allowable fan speed listed by fan manufacturer.

B. Measure total airflow as follows:

a. Set outside air, return air and relief air dampers for proper position that simulates minimum outdoor air conditions.

b. Where duct conditions allow, measure airflow by Pitot-tube traverse. If necessary, perform multiple Pitot-tube traverses to obtain total airflow.

c. Where duct conditions are not suitable for Pitot-tube traverse measurements, a coil traverse may be acceptable.

d. If a reliable Pitot-tube traverse or coil traverse is not possible, measure airflow at terminals and calculate the total airflow.

e. Measure fan static pressure as follows:

f. Measure static pressure directly at the fan outlet or through the flexible connection.

g. Measure static pressure directly at the fan inlet or through the flexible connection.

h. Measure static pressure across each component that makes up the air-handling system.

i. Report any artificial loading of filters at the time static pressures are measured.

2. Do not make fan-speed adjustments that result in motor overload. Consult equipment manufacturers about fan-speed safety factors. Modulate dampers and measure fan-motor amperage to ensure that no overload will occur. Measure amperage in full-cooling, full-heating, economizer, and any other operating mode to determine the maximum required brake horsepower.

C. Adjust volume dampers for main duct, sub-main ducts, and major branch ducts to the indicated air flows.

D. Measure airflow of sub-main and branch ducts.

E. Adjust sub-main and branch duct volume dampers for specified airflow.

F. Re-measure each sub-main and branch duct after all have been adjusted.

G. Adjust air inlets and outlets or each space to indicated airflows.

H. Set airflow patterns of adjustable outlets for proper distribution without drafts.

I. Measure airflow at all inlets and outlets.

J. Adjust each inlet and outlet for specified airflow.

K. Re-measure each inlet and outlet after all have been adjusted.

L. Verify final system conditions.

1. Re-measure and confirm minimum outdoor air, return and relief airflows are within design. Readjust to design if necessary.

2. Re-measure and confirm total airflow is within design.

3. Re-measure all final fan operating data, rpms, volts, amps, static profile.

4. Mark all final settings.

5. Test system in economizer mode. Verify proper operation and adjust, if necessary.

Measure and record all operating data.

6. Record final fan-performance data.

1.09 PROCEDURES FOR VARIABLE AIR VOLUME SYSTEMS

A. Adjust the variable air volume systems as follows:

1. Verify that the system static pressure sensor is located 2/3 of the distance down the duct from the fan discharge.

2. Verify that the system is under static pressure control.

3. Select the terminal unit that is most critical to the supply-fan airflow. Measure inlet static pressure, and adjust system static pressure control setpoint so the entering static pressure for the critical terminal unit is not less than the sum of the terminal-unit manufacturer's recommended minimum inlet static pressure plus the static pressure needed to overcome terminal-unit discharge system losses.

4. Calibrate and balance each terminal unit for maximum and minimum design airflow as follows

a. Adjust controls so that terminal is calling for maximum airflow

1) Note some controllers require starting with minimum airflow. Verify calibration procedure for specific project.

b. Measure airflow and adjust calibration factor as required for design maximum airflow. Record calibration factor.

c. When maximum airflow is correct, balance the air outlets downstream from terminal units.

d. Adjust controls so that terminal is calling for minimum airflow.

e. Measure airflow and adjust calibration factor as required for design minimum airflow. Record calibration factor. If no minimum calibration is available, note any deviation from design airflow.

5. After all terminals have been calibrated and balanced, test and adjust system for total airflow. Adjust fans to deliver total design airflows within the maximum allowable fan speed listed by fan manufacturer.

a. Set outside air, return air and relief air dampers for proper position that simulates minimum outdoor air conditions.

b. Set terminals for maximum airflow. If system design includes diversity, adjust terminals for maximum and minimum airflow so that connected total matches fan selection and simulates actual load in the building.

c. Where duct conditions allow, measure airflow by Pitot-tube traverse. If necessary, perform multiple Pitot-tube traverses to obtain total airflow.

d. Where duct conditions are not suitable for Pitot-tube traverse measurements, a coil traverse may be acceptable.

e. If a reliable Pitot-tube traverse or coil traverse is not possible, measure airflow at terminals and calculate the total airflow.

6. Measure fan static pressures as follows:

a. Measure static pressure directly at the fan outlet or through the flexible connection.

b. Measure static pressure directly at the fan inlet or through the flexible connection.

c. Measure static pressure across each component that makes up the air-handling system.

Report any artificial loading of filters at the time static pressures are measured.

7. Set final return and outside airflow to the fan while operating at maximum return airflow and minimum outdoor airflow.

a. Balance the return-air ducts and inlets the same as described for constant-volume air systems.

b. Verify all terminal units are meeting design airflow under system maximum flow.

8. Re-measure the inlet static pressure at the most critical terminal unit and adjust the system static pressure setpoint to the most energy-efficient setpoint to maintain the optimum system static pressure. Record setpoint and give to controls contractor.

9. Verify final system conditions as follows:

a. Re-measure and confirm minimum outdoor air, return and relief airflows are within design. Readjust to design if necessary.

b. Re-measure and confirm total airflow is within design.

c. Re-measure all final fan operating data, rpms, volts, amps, static profile.

d. Mark all final settings.

e. Test system in economizer mode. Verify proper operation and adjust, if necessary. Measure and record all operating data.

f. Verify tracking between supply and return fans.

10. Record final fan-performance data.

1.10 GENERAL PROCEDURES FOR HYDRONIC SYSTEMS

A. Prepare test reports for pumps, coils and heat exchangers. Obtain approved submittals and any manufacturer-recommended testing procedures. Crosscheck the summation of required coil and heat exchanger gpm with pump design flow rate.

B. Verify that hydronic systems are ready for testing and balancing:

1. Check liquid level in expansion tank.

2. Check that makeup water has adequate pressure to highest vent.

3. Check that control valves are in their proper positions.

4. Check that air has been purged from the system.

5. Locate start-stop and disconnect switches, electrical interlocks, and motor starters.

6. Verify that motor starters are equipped with properly sized thermal protection.

1.11 PROCEDURES FOR CONSTANT FLOW HYDRONIC SYSTEMS

A. Adjust pumps to deliver total design gpm.

1. Measure total water flow.

a. Position valves for full flow through coils.

b. Measure flow by main flow meter, if installed.

c. If main flow meter is not installed determine flow by pump total dynamic head

(TDH) or exchanger pressure drop.

2. Measure pump TDH as follows:

a. Measure discharge pressure directly at the pump outlet flange or in discharge pipe prior to any valves.

b. Measure inlet pressure directly at the pump inlet flange or in suction pipe prior to any valves or strainers.

c. Convert pressure to head and correct for differences in gauge heights.

d. Verify pump impeller size by measuring the TDH with the discharge valve closed.

Note the point on manufacturer's pump curve at zero flow and verify that the pump has the intended impeller size.

e. With all valves open, read pump TDH. Adjust pump discharge valve until design water flow is achieved.

3. Monitor motor performance during procedures and do not operate motor in an overloaded condition.

B. Adjust flow measuring devices installed in mains and branches to design water flows.

1. Measure flow in main and branch pipes.

2. Adjust main and branch balance valves for design flow.

3. Re-measure each main and branch after all have been adjusted.

C. Adjust flow measuring devices installed at terminals for each space to design water flows.

1. Measure flow at all terminals.

2. Adjust each terminal to design flow.

3. Re-measure each terminal after all have been adjusted.

4. Position control valves to bypass the coil and adjust the bypass valve to maintain design flow.

5. Perform temperature tests after all flows have been balanced.

D. For systems with pressure-independent valves at the terminals:

1. Measure differential pressure and verify that it is within manufacturer’s specified range.

2. Perform temperature tests after all flows have been verified.

E. For systems without pressure-independent valves or flow measuring devices at the terminals:

1. Measure and balance coils by either coil pressure drop or temperature method.

2. If balanced by coil pressure drop, perform temperature tests after all flows have been verified.

F. Verify final system conditions as follows:

1. Re-measure and confirm that total water flow is within design.

2. Re-measure all final pump operating data, TDH, volts, amps, static profile.

3. Mark all final settings.

G. Verify that all memory stops have been set.

1.12 PROCEDURES FOR VARIABLE FLOW HYDRONIC SYSTEMS

A. Adjust the variable-flow hydronic system as follows:

1. Verify that the differential pressure (DP) sensor is located per the contract documents.

2. Determine if there is diversity in the system.

B. For systems with no diversity:

1. Follow procedures outlined in section 3.8 for constant-flow hydronic systems.

2. Prior to verifying final system conditions, determine the system DP setpoint.

3. If the pump discharge valve was used to set total system flow with VFD at 60 Hz, at completion open discharge valve 100% and allow VFD to control system DP setpoint.

Record pump data under both conditions.

4. Mark all final settings and verify that all memory stops have been set.

C. For systems with diversity:

1. Determine diversity factor.

2. Simulate system diversity by closing required number of control valves, as approved by the design engineer.

3. Follow procedures outlined in section 3.8 for constant flow hydronic systems.

4. Open control valves that were shut. Close a sufficient number of control valves that were previously open to maintain diversity, and balance the terminals that were just opened.

5. Prior to verifying final system conditions, determine the system DP setpoint.

6. If the pump discharge valve was used to set total system flow with VFD at 60 Hz, at completion open discharge valve 100% and allow VFD to control system DP setpoint.

Record pump data under both conditions.

7. Mark all final settings and verify that all memory stops have been set.

1.13 TOLERANCES

A. Set HVAC system's air flow rates and water flow rates within the following tolerances:

1. Supply, Return, and Exhaust Fans: Plus or minus 10 percent.

2. Air Outlets and Inlets: Plus or minus 10 percent.

3. Minimum Outside Air: Zero to plus 10 percent.

4. Maintaining pressure relationships as designed shall have priority over the tolerances specified above.

5. Heating-Water Flow Rate: Plus or minus 10 percent.

6. Cooling-Water Flow Rate: Plus or minus 10 percent.

1.14 FINAL TEST AND BALANCE REPORT

A. The report will be a complete record of the HVAC system performance, including conditions of operation, items outstanding, and any deviations found during the T&B process. The final report also provides a reference of actual operating conditions for the owner and/or operations personnel. All measurements and test results that appear in the reports must be made on site and dated by the technicians or test and balance engineers.

B. The report must be organized by systems.

1. Will include instrument list.

a. Type

b. Manufacturer

c. Model

d. Serial number

e. Calibration date

2. Will include a list of items that do not meet design tolerances, with information that may be considered in resolving deficiencies.

3. Provide test data for all systems and equipment.

C. Reporting.

1. One (1) copy of the final test and balance report will be sent directly to the engineer of record.

2. Five (5) additional copies to the contractor

END OF SECTION

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