RFI answers attachment 1 23 00 00 to 23 73 13 HVAC to Coil Units.pdf

HVAC 23 00 00 -1

USAFR ZQEL 19-0014

910th Airlift Wing Youngstown Air Reserve Station Construct Handicap Ramp/Steps/Sidewalks

SECTION 23 00 00- HEATING, VENTILATING, AND AIR CONDITIONING

PART 1 - GENERAL

1.1 DESCRIPTION

A. Furnish all materials, labor, tools, and equipment to complete and leave ready for operation all HVAC systems as called for in these Specifications and plans and any and all details essential to complete the work.

B. By submitting a bid, the Contractor certifies that:

1. Contractor has visited the site and is satisfied that he understands all site conditions that may have an effect on his bid price, with the sole exception of those items, if any, which he specifically is taking exception to in writing in his bid.

2. Contractor fully understands the make-up construction, and operation of all systems and equipment he is bidding on and that he has included in his price all materials, Supplies, accessories, and services necessary to make these systems complete and operational. Included in price is any existing equipment or areas and components of it that may require relocation, modification and or replacement to meet operational clearances and layout areas.

1.2 REFERENCE

A. These General Provisions are in addition to the other requirements referenced above. They are not meant to replace them.

1.3 STANDARDS OF QUALITY

A. Provide quality work conforming to the accepted practice and standards of the trade. Further definition of quality is given by reference to various laws, codes, standards, and regulations.

B. All laws and codes having jurisdiction over this project are deemed to be included in their entirety as a part of these Specifications. Also, any other laws, codes, standards, or regulations referenced herein are deemed to be included in their entirety.

C. If a conflict occurs between the Drawings, the Specifications, and/or the applicable codes, immediately call it to the attention of the Contracting Officer, who will determine which interpretation shall take precedence.

D. Listed below are titles and abbreviations used in the Specification. All may not necessarily apply to this work.

1. AABC - Associated Air Balance Council

2. ADC - Air Diffusion Council

3. AGA - American Gas Association

HVAC 23 00 00 -2

Construct Handicap Ramp/Steps/Sidewalks

4. AMCA - Air Movement and Control Association

5. ANSI - American National Standards Institute

6. ARI - Air Conditioning and Refrigeration Institute

7. ASA - Acoustical Society of America

8. ASHRAE - American Society of Heating, Refrigerating and Air Conditioning

Engineers

9. ASME - American Society of Mechanical Engineers

10. ASSE - American Society of Sanitary Engineers

11. ASTM - American Society of Testing and Materials

12. AWWA - American Water Works Association

13. CGA - Compressed Gas Association

14. CISPT - Cast Iron Soil Pipe Institute

15. International Fuel Gas Code

16. MSS - Manufacturers Standardization Society Of The Valve and Fittings

Industry, Inc.

17. NEBB National Environmental Balancing Bureau.

18. NEC - National Electrical Code

19. NEMA - National Electrical Manufacturers Association

20. NFPA - National Fire Protection Association

21. OAC - Ohio Administrative Code

22. ODH Ohio Department of Health

23. DOE – Department of Energy (US Government

24. ODMH - Ohio Department of Mental Health

25. ODOT - Ohio Department of Transportation

26. Plumbing and Drainage Institute(PDI)

27. SAE Society of Automotive Engineers

28. SMACNA - Sheet Metal and Air Conditioning Contractors National

Association

29. UL - Underwriters' Laboratories

30. EJMA -Expansion Joint Manufacturers' Association, Inc.

E. The following codes apply to this work:

1. Local

a. Ohio Building Code

b. Fire Code State of Ohio

2. State of Ohio

a. Ohio Building Code

b. Energy Code

c. Mechanical Code

d. Plumbing Code

e. Fire Code (OAC 1301:7 and 4101:21 thru 10)

3. National

a. National Fire Protection Association (NFPA) Codes as listed in subsequent Sections.

b. ANSI Welding Code B31.1.0.

c. All applicable OSHA Requirements

d. ASHRAE 62, ASHRAE 90.1, ASHRAE 15

4. Institutional DOD - Unified Facilities Criteria, Latest sections as applicable

910TH Airlift Wing Youngstown Air Reserve Station ZQEL 19-0014

HVAC Systems Balancing 23 05 93 -3

1.4 CONTRACT DRAWINGS

A. Drawings are schematic and show approximate locations and the extent of work. Exact locations and extent must be coordinated with other Contractors and verified in the field. Coordination of the final fabrication drawings and final coordination of the installation in the field is the Contractor's responsibility. Contractor is to take the design to the next level of detail knowing exactly what equipment and materials he is going to provide and build the project based on that equipment and other approved shop drawings. The contractor shall verify all field dimensions for form, fit, and function before ordering or manufacturing any materials. Discrepancies if any shall be brought to the attention of Contracting Officer prior to ordering or manufacturing ducts, or equipment.

1.5 ABBREVIATIONS AND SYMBOLS

A. The Abbreviations are shown on Drawings. Contractor should refer also to the symbols lists shown in the ASHRAE Fundamentals Handbook for further abbreviations.

1.6 DEFINITIONS

A. Applicable definitions as listed by Ohio Basic Building Codes apply to this work.

1.7 PERMITS, FEES AND NOTICES

A. Unless otherwise excluded in the Contract Documents, secure and pay for all permits and governmental fees, licenses and inspections necessary for the proper execution and completion of work.

B. Give notice and comply with all laws, ordinances, rules, regulations and lawful orders of any public authority bearing on the performance of the work.

1.8 EXAMINATION OF SITE

A. Certain existing conditions may affect the manner or sequence of the performance of the work. Review existing services and structures prior to bidding the work. Review operating schedules for existing systems and services. Coordinate the scheduling of the work with existing operations.

B. The Contractor is required to visit the site of the proposed project. After the Contract is signed, no allowance will be made for a lack of knowledge of the project conditions.

C. Verify and reconcile the work required by the Contract Documents with conditions at the Site, prior to bidding the project.

1.9 UTILITIES

A. Locate any existing utilities prior to construction. Make minor relocation to permit installation of work. Advise the Associate immediately of major conflicts to permit modifications of the Contract Documents.

B. Record locations of all concealed utilities on the record Drawings.

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C. Coordinate any utility service shutdown or outages with the Contracting Officer.

Shutdowns shall conform to all utility company requirements. Avoid inconveniencing the Contracting Officer and provide temporary service during the curtailment, as required. Arrange for temporary service or bypass.

D. At least two working days prior to construction in an area which may involve underground utility facilities, the Contractor shall notify the “Contracting Officer” and the registered utility protection service. A minimum of 48 hours notice, no longer than 10-day notice is required prior to digging the facilities.

1. Utilities Protection

Phone . . . . . . . 1-800-362-2764

1.10 CONTRACTOR DESIGN/DETAILING

A. The Contractor is required to include the design of component parts, sub-systems and installation details as required by the Specifications, as indicated on the Drawings and as required for a complete and operating installation. This design work shall be done after all equipment manufacturers and material types have been selected from the ones allowed by the Specifications. If required by the Specifications, submit design calculations for review. Obtain the services of qualified personnel to perform this design and detailing. The Contractor's design and detailing does not relieve the Contractor from complying with the Contract Documents.

1.11 A. Provide submittals for O&M Manuals, Instructions, Parts list, etc

PART 2 - PRODUCTS

2.1 DESIGN BASE MANUFACTURERS

A. The Contract Documents are based on the requirements and layout of the equipment of the Design Base Manufacturers. Design coordination of equipment with the building and with other trades has been made for these specific models and manufacturers of equipment. Products of the other listed manufacturers which are of comparable performance and quality to the Design Base Manufacturers may be submitted for review and approval in accordance with contract documents.

B. Prepare new layouts for all non-base manufacturer equipment if proposed and adjust and coordinate these layouts with equipment dimensions or service requirements which may be different from those of the Design Base Manufacturer. Verify that this equipment will fit and function in the indicated application. Submit these layouts as part of the shop drawing review. Any changes to design for not using Design Base Manufacturer is the responsibility of the contractor that includes any structural changes due to weight and dimensions, the contractor shall verify all dimensions, clearances, structural integrity for proper operations and maintenance by using qualified people and submit for approval. Approval by engineer does not relieve the contractor for its responsibility for change and completion of work in operational conditions.

C. Whenever the Contractor furnishes equipment or material other than the Design Base Manufacturer specified the Contractor is responsible for the cost and coordination of all modifications required not only to his work, but also for the modifications to the work of all other trades affected. Where changes to other trades work are required, this Contractor must include the additional cost of all such work in his bid.

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2.2 QUANTITIES

A. Equipment may be referred to either in these Specifications or on the Drawings as singular or plural; Contractor is responsible for verifying the exact number of items required to complete his work.

PART 3 - EXECUTION

3.1 DESCRIPTION

A. Carefully inspect the entire project and verify with the contracting officer’s technical representative all items designated to be removed or to remain.

B. Locate all existing utilities requiring removal and determine all requirements for disconnecting and capping.

C. Locate all existing active utilities designated to remain and determine the requirements for their protection.

3.2 PREPARATION

A. Notify the contracting officer at least two full working days prior to commencing work in a particular area.

B. Coordinate and schedule all work, in a careful manner with all necessary consideration for the Contracting Officer and the public, avoiding interference with the use of, and passage to and from, adjacent areas and facilities designated to remain in use during demolition. Coordinate work with the other Contractors.

C. Before starting site operations, disconnect or arrange for the disconnection of all utilities or equipment designated to be removed. Perform all such work in accordance with the requirements of the utility company and Contracting Officer in accordance with approved schedules. The operation of the owner shall not be affected, the work shall be done as per approved schedules performed in phases.

The data room equipment including its environmental control has to stay operational without any interruptions.

D. Maintain in operating condition all active utilities designated to remain.

3.3 DEMOLITION

A. Demolish and remove equipment foundations and supports, piping, abandoned utility lines and all other existing items designated for removal as indicated on the Drawings and in these Specifications.

B. Do not use equipment or methods which will cause damage to adjacent construction designated to remain and compromise safety.

3.4 HAZARDOUS MATERIALS

A. Contractors are cautioned to check premises for existence of hazardous materials

HVAC Systems Balancing 23 05 93 -6 such as asbestos in the form of pipe insulation or plaster. In the event materials are encountered during the work which may present a health hazard to workers, occupants, or the public stop work immediately and bring to the attention of Contacting Officer. Refer to specification section 028220.

3.5 CUTTING AND PATCHING

A. Unless otherwise required in General or Special Conditions, the Contractor shall perform all cutting and patching required for his own work. Work must be accomplished in a neat and workmanlike manner, acceptable to the contracting officer.

B. If necessary to cut into work of other Trades, it shall be done by other Trades at this

Contractor's expense. Patching shall be similarly executed.

C. Cutting of structural support beams, joists, plates, or other structural members is strictly prohibited without the specific written consent of the Contracting Officer. Use rotary drill where cutting holes 'through concrete, brick, plaster, or tile is necessary, obtain approval of the contracting officer before proceeding with work.

D. All cutting, and patching shall be done promptly and all repairs shall be made as necessary to leave the entire work in good condition, including all cutting, fitting, drilling of masonry, concrete, metal, wood, plaster, and other materials as specified or required for proper assembly, fabrication, installation, and completion of all work of the Contract.

E. Patching shall match adjacent materials and shall be accomplished only by tradesmen skilled in the respective craft required. Materials and equipment used in the patching work shall comply with requirements of those Sections of the Specifications relating to material to be used in new construction.

3.6 PAINTING AND RELATED WORK

A. Painting and repairs in patched area, required by Sections of Division 23, is the responsibility of the respective Division 23 Contractor. It shall be done by a qualified tradesman skilled in the craft and shall meet the requirements of Division 9. Each Contractor is responsible for repainting of finished areas disturbed by his own cutting and patching. Finishes/Painting shall match surrounding area.

B. Factory finished equipment which has rusted or has been damaged shall be cleaned, spot primed with zinc chromate, and finished to the original quality and color by the Contractor.

C. Support steel shall be cleaned, rust removed, primed, and painted.

D. All plywood mounting boards shall be primed and finished in accordance with Division 9.

3.7 CLEANING

A. Upon completion of work, all material and equipment furnished in this Contract shall be thoroughly cleaned of dirt, grease, rust, and oil. Prepare for finish painting, where painting is specified.

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B. Clean galvanized piping and duct-work in exposed areas with diluted acetic acid.

C. Clean copper piping in exposed areas with fine emery cloth and solvent.

D. Clean all gauges, thermometers, traps, dirt legs, strainers and fittings.

E. In new Building leave the completed work in clean working condition without any dirt or dust. All spares like filters, valves, operations and maintenance catalogs should be given to the contracting officer and stored away at proper places.

3.8 TESTS

A. The Contract Documents, laws, ordinances, rules, regulations, or orders of any public authority having jurisdiction may require portions of the work to be inspected, tested or approved. These services shall be performed by approved agencies.

B. The contracting officer and must be notified of all scheduled tests and adjustments at least 48 hours before they are scheduled. If the Contractor performs any test or adjustment without proper notification, the Contractor may be required to perform the test or adjustment a second time at Contractor's expense. All test schedules are to be coordinated with the Contracting Officer to minimize inconvenience.

C. The Contractor shall bear all costs of such inspections, tests or approvals.

D. Required certifications of inspection, testing, or approval shall be secured by the

Contractor and included in the Service Manual.

E. Concealed lines shall be tested before being concealed. If a leak appears during the final test, the Contractor shall repair/replace the line and any damage resulting from the leak.

F. After work has been completed, but before pipe covering has been applied, the

Contractor shall test each system as required by other Sections of these Specifications. At the test pressures, the circulation shall be free and the piping proven free of leaks and vibrations.

PART 4 - REQUIREMENTS FOR SUBSTANTIAL COMPLETION

4.1 DESCRIPTION

A. The following is a partial list of items which must be submitted as required prior to Substantial Completion. Refer to Division 1 sections concerning closeout. The list includes, but is not limited to:

1. All Division 23 Contractors:

a. Receipt for Operating Instructions and Service Manual.

b. Certificate of Equipment Demonstration.

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c. Valve tags and charts.

d. Receipt for keys.

e. Warranties.

f. All required test reports as specified in other Sections.

g. Any mandated spares required by equipment manufacturers, one clean set of filters for each equipment where filters need replacement after replacing construction time filters.

2. Plumbing Contractor:

a. Certificate of Plumbing Inspection.

b. Certificate of Sterilization.

3. HVAC Contractor:

a. Certificate of inspection, Testing and Balancing.

b. Air and water balance reports.

c. Contractor's certificate of operation of fire and smoke dampers.

B. In addition to the written submittals, the following material must also be submitted prior to Substantial Completion:

1. Loose or spare parts as specified in other Sections.

2. Spare parts as specified in this Section.

C. Refer to Division I for additional requirements.

4.2 SPARE PARTS

A. Furnish one complete set of the following spare parts:

1. Glass for each water gauge.

2. One set of all filters. (Does not include filters used during construction and later replaced for testing and balancing.)

3. Special keys, wrenches, and similar required or special tools.

4.3 OPERATING TEST

A. At completion, the Contractor shall operate the systems for a period of at least five days, not necessarily consecutive, to demonstrate fulfillment of the requirements of the Contract. During this time, adjust equipment so that it will perform as the manufacturer intended, and so that systems will function as designed. Complete balancing before operating test is started.

B. Each system shall be operated in every mode of operation and the position of valves, dampers, and other devices shall be checked for proper closure and switching.

4.4 PERSONNEL INSTRUCTION / TRAINING

A. After all system operational tests have been completed, schedule an Instruction period with the Contracting Officer. Instruct the Contracting Officer’s-designated personnel in the operation and maintenance of all systems and equipment. Use project specific manuals (catalogs will not be acceptable, unless make model and specific equipment information is highlighted and all non-project related information is crossed out) to familiarize the Contracting Officer with equipment and procedures. Allow time as necessary for this instruction. Schedule time for minimum of two training sessions for Controls and all major equipment convenient for the Contracting Officer and the Architect and Engineer. These training sessions should be recorded and given to the

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Owner’s project manager with copy to Architect and Engineer before project closeout and final pay request.

B. The instruction is to include the following:

1. Location of items of equipment and explanation of their use.

2. Reference to service manual for record and clarity.

3. Coordination of written and verbal instructions so that each is understood by personnel.

4. Explanation of control system, with power distribution, disconnects and related information.

5. Complete review of items in the manuals.

6. Maintenance procedures to be followed by the Contracting Officer.

END OF SECTION

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SECTION 23 05 53 - EQUIPMENT, PIPING AND DUCTWORK IDENTIFICATION

PART 1 – GENERAL

1.1 RELATED SECTIONS:

• Refer to other sections of Division 23 for items to be identified according to this section.

• Refer to Division 26 for electrical identification.

1.2 SCOPE OF SECTION:

This section contains the requirements relating to the materials and methods used to identify items described in Division 23.

1.3 GENERAL:

The record drawings shall include mechanical identification on all serviceable components of piping and duct work systems and shall reference applicable valve tag charts and/or riser diagrams. Consult with CONTRACTING OFFICER for numbering.

1.4 CODES AND STANDARDS:

Comply with ANSI A13.1 for lettering size, length of color field, colors, and viewing angles of identification devices.

2.1 PAINTED IDENTIFICATION MATERIALS:

A. After piping has been finish painted, the installer of the piping shall identify the type of service lines with applied color bands and stenciled letters and indicate direction of flow with stenciled arrows. Color bands shall be 1 inch wide, finished in gloss enamel; lettering and arrows shall be same color as the bands.

Indicators shall be applied at connections to pumps, chillers and other equipment; at entrances to spaces; adjacent to valves; near access doors to pipe spaces and at 30-foot maximum intervals on long pipe runs. Letters be positioned to be easily read from a normal standing position.

B. STENCILS:

Standard fiberboard stencils, prepared for required applications with letter sizes generally complying with recommendations of ANSI A13.1 for piping and similar applications but not less than 1-1/4" high letters for ductwork and not less than 3/4" high letters for access door signs and similar operational instructions.

C. STENCIL PAINT:

Standard exterior type stenciling enamel; black, except as otherwise indicated;

either brushing grade or pressurized spray-can form and grade.

2.2 VALVE TAGS:

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A. BRASS VALVE TAGS:

Provide 19-gauge polished brass valve tags with stamp-engraved piping system abbreviation in 1/4" high letters and sequenced valve numbers 1/2" high and with 5/32" hole for fastener. Provide 1-1/2" diameter tags except as otherwise indicated.

Valve tags shall be attached to the valve with brass or aluminum chain. Valve tags shall have stamped abbreviations of the system in addition to the valve number.

B. PLASTIC LAMINATE VALVE TAGS:

Provide manufacturer's standard 3/32" thick engraved plastic laminate valve tags, with piping system abbreviation in 1/4" high letters and sequenced valve numbers 1/2" high, and with 5/32" hole for fastener. Provide 1-1/2" square black tags with white lettering, except as otherwise indicated.

2.3 ENGRAVED PLASTIC-LAMINATE SIGNS:

A. GENERAL:

Provide engraving stock melamine plastic laminate, in the sizes and thickness indicated, engraved with engraver's standard letter style of the sizes and wording indicated, punched for mechanical fastening except where adhesive mounting is necessary because of substrate.

B. THICKNESS:

1/16" for units up to 20 square inches or 8" length; 1/8" for larger units.

C. FASTENERS:

Self-tapping stainless steel screws.

2.4 WRAP-AROUND PLASTIC IDENTIFICATION:

All plumbing/mechanical piping identification shall adhere to ANSI A13.1 – 1981. Interior piping , all locations, shall utilize Seton "Setmark" or equal pipe markers. All pipe markers shall be snap around whenever possible. Markers shall be located at each wall, floor or ceiling penetration, whether exterior or interior, and every 20 ft. thereafter. Markers shall be fully legible from floor level showing medium contained in pipe, and directional arrows.

Piping shall be identified as follows: DOMESTIC COLD WATER SUPPLY, DOMESTIC

HOT WATER SUPPLY, GAS, CONDENSATE, MAKE UP WATER, WASTE, VENT &

others by approval by submittals.

Piping in exposed areas, with canvas cloth jackets, to be painted with two coats of latex based, off-white color or color approved by Architect, paint suitable as per jacketing manufacturers instructions, prior to piping identifications.

PART 3 – EXECUTION

3.1 INSTALLATION REQUIREMENTS:

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A. COORDINATION:

Coordinate new labeling with existing labeling through Project Manager.

Where identification is to be applied to surfaces that require insulation, painting or other covering or finish, including valve tags in finished mechanical spaces, identification shall be installed after completion of covering and painting.

Identification is to be installed prior to installation of acoustical ceilings and similar removable concealment.

B. DUCTWORK IDENTIFICATION:

1. General: Provide for identification of air supply, return, exhaust, intake, and relief ductwork with stenciled signs and arrows, showing ductwork service and direction of flow, in black and white.

2. Locations: Ductwork shall be identified every 20’ in spaces with removable ceilings and at each access door in spaces with hard ceilings. Exposed ductwork shall be identified every 20’ in mechanical rooms. As described above, ductwork shall be labeled on both sides of floor and wall penetrations.

3. Access Doors: Provide engraved plastic-laminate signs on each access door in ductwork and housings, indicating purpose of access (to what equipment) and other maintenance and operating instructions, and appropriate and procedural information.

C. PIPING SYSTEM IDENTIFICATION:

1. General: Provide for pipe markers as follows:

Wrap around plastic identification with application system as indicated under Part 2 – Products in this Section. Include arrows to show normal direction of flow. For hot non-insulated pipes, install a segment of pipe insulation with appropriate piping identification.

2. Locate identification as follows wherever piping is exposed to view in occupied spaces, machine rooms, accessible maintenance spaces and exterior non- concealed locations.

a. Near each valve and control device.

b. Near each branch, excluding short take-offs for fixtures and terminal units; mark each pipe at branch, where there could be question of flow pattern.

c. At locations where pipes pass through walls, floors, ceilings, or enter non-accessible enclosures.

d. At access doors, manholes and similar access points which permit view of concealed piping.

e. At major equipment items and other points of origination and termination.

f. Spaced intermediately at maximum spacing of 50' along each piping run, except reduce spacing to 25' in congested areas of piping and equipment.

g. On piping above removable acoustical ceilings, except omit intermediately spaced markers.

h. Identify non potable piping and outlets.

3. Use the following band colors and letter

HVAC Systems Balancing 23 05 93 -13 designations: Type of Service

Color Designation of flow)

Domestic Cold Water Supply Light Blue DCWS Domestic Cold Water Return Light Blue DCWR Gas Yellow GAS Condensate Water Aluminum COND

D. VALVE IDENTIFICATION:

Provide for valve tags on every valve cock and control device in each piping system; exclude check valves, valves within factory-fabricated equipment units, plumbing fixture faucets, convenience and lawn-watering hose bibs, and shut-off valves at plumbing fixtures. HVAC terminal devices and similar rough-in connections of end- use fixtures and units. List each tagged valve in a valve schedule for each piping system.

E. MECHANICAL EQUIPMENT IDENTIFICATION:

Provide for engraved plastic laminate sign on or near each major item of mechanical equipment and each operational device. Consult with CONTRACTING OFFICER for “numbering” of valves or identification requirements. Fans, controls, switches, ventilators, pumps and other items of equipment, which have had the manufacturer’s data tags removed or rendered illegible, be equipped with new tags by the installer. Tags shall be brass plates on which operational data plus information regarding areas or other equipment served is stamped. Permanently attach tags to the equipment in locations where they can easily be read. Provide signs for the following general categories of equipment and operational devices:

1. Blower Coil Units

2. Cabinet Unit Heaters

3. Main control and operating valves, including safety devices.

2. Meters, gauges, thermometers and similar units.

3. Ductless Indoor AC Units.

5. Condensing Units

6. Other items as specified by Project Manager.

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SECTION 23 05 93 - HVAC SYSTEMS BALANCING

1.1 REFERENCE

A. Applicable provisions of the Drawings and General Conditions, Supplementary General Conditions and General Requirements in Division 23 govern work under this section.

1.2 REFERENCE STANDARDS

A. ASHRAE-Standard 111--1988 Practices for Measurement, Testing, Adjusting, and Balancing of Building Heating, Ventilation, Air Conditioning, and Refrigeration Systems.

B. ASHRAE —2006 HVAC Applications Handbook: Chapter 34--Testing, Adjusting and Balancing.

C. AABC--National Standards for Total System Balance.

D. NEBB--Procedural Standards for Testing, Balancing and Adjusting of Environmental

Systems.

E. SMACNA--HVAC Systems--Testing, Adjusting and Balancing.

F. Sheet Metal Industry--Testing, Adjusting, Balancing Bureau (TABB) Certified Technician

Standards, Procedures and Specifications.

1.3 QUALITY ASSURANCE

A. Balancing of the Heating and Air Conditioning Systems: Contractor shall be either

1. Registered in Ohio, a current member of NEBB, AABC with 5 years experience and certified in the disciplines specific to the project applications and needs, or

2. A registered professional Associate licensed in Ohio that specializes in the adjusting and balancing of systems specified with a minimum of 10 years documented experience.

3. TABIC Certified Contractor

B. Testing, adjusting, and balancing shall be performed under direct field supervision of a Certified

NEBB Supervisor, a Certified AABC Supervisor, Mechanical Associate, or TABIC Certified Contractor.

C. Work shall be performed only by a Contractor which employs Certified testing and balancing Technicians. If Contractor can not meet this criterion, then the following information shall be provided for each technician before contract is awarded.

1. Identify each Technician by name.

2. The Technicians shall have successfully completed testing, adjusting, and balancing classes and shall present for review their certification of training.

3. The Technicians’ previous work experiences shall not be less than five years.

4. Technicians’ references (including contact names and phone numbers) from all jobs during the past 12 months shall be presented.

D. No Technician substitutions will be made without prior approval from the CONTRA struments shall be in first class state of repair and have been calibrated within a period of six months prior to starting the job.

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1.4 DESCRIPTION

A. Test and Balance contractor to perform all testing, adjusting and balancing of air and hydronic systems required for this project.

B. Provide total mechanical systems testing, adjusting and balancing. Requirements include the balance of air and water distribution, equipment adjustments to provide design quantities indicated on the drawings, and electrical measurement and verification of performance of all equipment. All work will be done in accordance with Reference Standards (1.2).

C. Test, adjust and balance all air systems so that each room, piece of equipment or terminal device is using the quantities indicated on the drawings and in the specifications.

D. Accomplish testing, adjusting and balancing work in a timely manner that allows for partial occupancy of major buildings, occupancy of one building when the project involves many buildings, and completion of the entire project in the time stated in the Instruction to Bidders and in accordance with the completion schedule established for this project. Sequence work to commence after completion of mechanical and electrical systems.

E. Coordinate the work with equipment manufacturers by obtaining authorization in writing to adjust specific equipment as it involves both air and water balance or to arrange for personnel of equipment suppliers to be available for the necessary adjustment at the time of balance. Copies of all the requests and acknowledgements shall be directed to the Associate and the CONTRACTING OFFICER Architect. Any discrepancies over plus or minus 5 percent, or items not in accord with contract documents, which may affect the total system or systems balance, shall be reported the HVAC contractor for corrections. Copies of correspondence shall be directed to the Associate and the CONTRACTING OFFICER Architect. Air and water balance must be repeated following corrections to confirm that corrections were made.

1.5 RELATED WORK

A. Perform a pre-construction review of the following documents:

1. Contract drawings

2. Contract specifications

3. Addenda

4. Submittal data

5. Shop drawings

6. Automatic control drawings

7. Prepare a report of the pre-construction review that lists recommended changes that allow for the most effective balancing of all mechanical systems.

B. Perform construction review, coordinated with General Contractor and CONTRACTING OFFICER Representative, during the installation of the mechanical systems. Purpose for the review is to:

1. Identify potential problems for performing balancing

2. Identify modifications that will aid balancing

3. Schedule and coordinate balancing with other work

4. Prepare a report of construction review

C. Prior to beginning testing, adjusting and balancing, schedule and conduct a conference with the Associate, CONTRACTING OFFICER Representative, and the Mechanical/Control system installing Contractors at the date determined by CONTRACTING OFFICER Architect. The conference objective is final coordination and verification of system operation and readiness for testing, D. adjusting and balancing procedures and scheduling procedures with the above mentioned parties. Indicate work required to be completed prior to testing, adjusting, and balancing and identify the party responsible for completion of that work. During the conference it shall be

Commented [CDJSGUA9M1]:

HVAC Systems Balancing 23 05 93 -16 determined whether the system or systems will be balanced for full cooling, full heating, or modulated as applicable to both design and weather conditions. The company selected to perform balance is required to submit to the Associate a summary of proposed methods of test procedure for each system.

E. Contact the Control Contractor for assistance in operation and adjustment of controls during testing, adjusting and balancing procedures. Include in report any deficiencies found in the temperature control system as they relate to testing and balancing.

1.6 SUBMITTALS

A. Prior to the commencement of work, submit for review a list of equipment, procedures, and data collection forms to be used in balancing the systems.

B. Submit reports of pre-construction plan check and periodic mechanical construction review, 12 weeks prior to commence of work.

C. Upon completion of work, submit testing, adjusting and balancing reports bearing the seal and signature of the Certified Test and Balance Supervisor/Technician. The reports are: certified proof that the systems have been tested, adjusted and balanced in accordance with the referenced standards; are an accurate representation of how the systems have been installed and are operating; and, are an accurate record of all final quantities measured to establish normal operating values of the systems.

D. Submit one copy of the preliminary air and water balance report. Test modes shall be identified in the balance reports. Three copies of the final balance reports indicating specified and actual tested conditions, including verification of equipment performance, as well as explanation for variation from specified conditions shall be submitted to the CONTRACTING OFFICER Architect. See facility Services-4.4.Submission:

E. Report Format and Contents

1. Format: Bind report forms in three-ring binders or portfolio binders. Label edge and binder front cover with label identifying project name, project number and descriptive title of contents. Divide the contents of the report into the below listed divisions, separated by divider tabs:

a) General Information (title page and instrument list)

b) Summary

c) Air Systems

d) Special Systems

2. Title Page:

a) Company name

b) Company address

c) Company telephone number

d) Name, signature, and registration number of each technician

e) Project name

f) Project location

g) Associate Project Associate

h) Project Contractor

i) Project altitude

j) Date of report

k) Balancing methodology (Ratio or Herman Method)

3. Instrument List:

a) Instrument

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b) Manufacturer

c) Model

d) Serial number

e) Range

f) Calibration histories

4. Summary page(s) to include:

a) Provide sheet describing mechanical system deficiencies.

b) Describe objectionable noise or drafts found during testing, adjusting and balancing.

c) Provide recommendations for correcting deficiencies and unsatisfactory performances and indicate whether modifications required are: within the scope of the contract;

design related; or installation related.

5. The remainder of the report shall contain the appropriate forms for each respective item and system. Fill out forms completely. Indicate on form when information cannot be obtained or is not applicable.

6. For air systems, the forms shall, at a minimum, include:

a) Names and initials of personnel performing the balancing (on each form)

b) Dates balancing was performed (on each form)

c) Weather conditions at the time of the test (especially temperature)

d) All motor rated data: voltages, amps, RPM, HP, manufacturer, starter and overload protective device sizes

e) All motor operating data (before and after adjustments) voltages, amps, RPM, HP, BHP, and sheave size/rating and manufacturer

f) All fan data (design and operating): supply and return CFM, operating static pressures (suction, discharge, and fan static), fan sheave, belt size, fan RPM

g) All drive changes necessitated to obtain design capacities

h) List actual minimum outside air volumes measured for each system and the corresponding control setpoint.

i) All supply and return air outlet CFM readings. Include velocity measurements and AK factors where applicable. Include initial and final CFM readings at each box.

j) Measure building static pressure at building static pressure sensor and five other locations.

k) Cooling coil entering and leaving air temperatures during test (as a reference).

l) Air velocities at coils.

7. Detailed data collection requirements for specific HVAC systems are in Appendix TAB1.

8. Any deficiencies that could not be resolved should be provided in writing and a possible explanation of the problem provided.

F. Test and Balance Contractor will provide Control Contractor with:

1. Static pressure and CFM values at each fan system

2. Static pressure and CFM values at each terminal box

3. For each fan system, outside air damper position that provides required minimum outside air.

4. Flow rates and pressures for each hydronic system

5. Pipe pressure at pressure sensor (that ensures adequate pressure at all coil valves) and at pump pressure sensor.

PART 2 - PRODUCTSINSTRUMENTATION

A. Provide all required instrumentation to obtain proper measurements. Application of instruments and accuracy of instruments and measurements to be in accordance with the requirements of Reference Standards and instrument manufacturer’s specifications.

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B. All instruments used for measurements shall be accurate and calibrated. Calibration and maintenance of all instruments to be in accordance with the requirements of Reference Standards.

C. Provide all necessary tools, scaffolding and ladders and other necessary instruments.

3.1 DAILY REPORTS

A. Submit to CONTRACTING OFFICER Representative daily work activity reports for each day on which testing and balancing work is performed. Reports shall include description of day's activities and description of any system deficiencies.

3.2 PRELIMINARY PROCEDURES

A. Before commencing work, verify that systems are complete and operable. Ensure the following:

1. Equipment is operable and in a safe and normal condition.

2. Temperature control systems are installed complete and operable.

3. Proper thermal overload protection is in place for electrical equipment.

4. Final filters are clean and in place. If required, install temporary media in addition to final filters.

5. Duct systems are clean of debris.

6. Correct fan rotation.

7. Volume (balancing and terminal units) dampers are in place and open.

8. Fire dampers are in place and open.

9. Coil fins have been cleaned and combed.

10. Access doors are closed and duct end caps are in place.

11. Air outlets are installed and connected.

12. Duct system leakage has been minimized.

13. Proper strainer baskets are clean and in place.

14. Operating voltage on fan and pump motors do not exceed motor’s nameplate maximum voltage rating.

B. Report to Associate any defects or deficiencies noted during performance of services.

C. Promptly report abnormal conditions in mechanical systems or conditions, which prevent system balance.

D. Beginning of work means acceptance of existing conditions.

3.3 PERFORMING TESTING, ADJUSTING AND BALANCING ON AIR SYSTEMS.

A. Perform testing, adjusting and balancing procedures on each system identified in drawing, in accordance with the detailed procedures outlined in the referenced standards except as may be modified below.

B. Unless specifically instructed in writing, all work in this specification section is to be performed during the normal workday.

C. In areas containing ceilings, remove ceiling tile to accomplish balancing work. Replace tile when work is complete and provide new tile for any tile that was damaged by this procedure. If the ceiling construction is such that access panels are required for the work of this section and the panels have not been provided, inform the CONTRACTING OFFICER representative.

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D. Cut insulation, ductwork and piping for installation of test probes to the minimum extent necessary for adequate performance of procedures. Patch to maintain system integrity and pressure rating of systems.

E. In air systems employing filters, blank off sufficient filter area to simulate a pressure drop that is midway between that of a clean filter and that of a dirty filter.

F. Test and Balance Contractor shall set outlets/diffusers flow rate (volume) by adjusting dampers installed in the ductwork. Do not use volume dampers that are integral with the outlets/diffusers to set outlet/diffuser volume.

G. Make air quantity measurements in ducts by Pitot tube traverse of entire cross sectional area of duct.

H. After adjustment, take measurements to verify balance has not been disrupted or that such disruption has been rectified.

I. All Air Systems shall be balanced using a procedure, which results in minimum restrictions being imposed. At completion of balancing:

1) At least one damper for an outlet/inlet shall be fully open on every branch duct.

2) At lest one branch duct balancing damper shall be fully open on every trunk duct.

3) At least one trunk (zone) balancing damper shall be fully open from each Fan System.

4) Supply/exhaust fan RPM shall be set so that the static pressure at the terminal that is most difficult to maintain is adequate, but not excessive.

J. Measure and record system measurements at the fan to determine total flow. Adjust equipment as required to yield specified total flow at ventilation unit and at terminals. Proceed taking measurements in mains and branches as required for final terminal balancing. Perform terminal balancing to specified flows after balancing branch dampers, deflectors, extractors and valves.

K. Provide fan and motor drive sheave adjustments necessary to obtain design performance.

Once drive sheave diameters have been established, replace all adjustable sheaves with solid pulleys (at Test and Balance Contractor Cost). Include in scope of services drive changes specifically noted on drawings, if any. If work indicates that any drive or motor is inadequate for the application, advise the CONTRACTING OFFICER representative by giving the representative properly sized motor/drive information (in accordance with manufacturers original service factor and installed motor horsepower requirements). Any changes shall keep the duct system within its design limitations with respect to the speed of the device and pressure classification of the distribution system. Material costs for sheave changes as well as time and material for motor changes will be considered a reimbursable expense and will require an itemized cost breakdown of all time and motor/drive changes submitted to CONTRACTING OFFICER representative; prior authorization is needed before this work is started.

L. Measure and record static air pressure conditions across fans, coils and filters. Indicate in report if cooling coil measurements were made on a wet or dry coil and if filter measurements were made on a clean or dirty filter.

M. Adjust outside air, return air and relief air dampers for design conditions at both the minimum and maximum settings and record both sets of data (and test methodology). If necessary, Test and Balance Contractor should return when an adequate temperature difference between the return air and outside air temperatures exists in order to determine minimum outside air damper position.

N. Balance modulating dampers at extreme conditions and record both sets of data. Balance variable air volume systems at maximum air flow rate (full cooling) and minimum flow rate (full heating) and record all data.

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O. Adjust register, grille and diffuser vanes and accessories to achieve proper air distribution patterns (check with Associate for optimal configuration), uniform space temperatures, areas free from objectionable noise and drafts that are within the capabilities of the installed system.

P. Final air system measurements to be within the following range (unless directed otherwise by

Associate) of the specified CFM:

Fans -5% to +10% of design value Supply grilles, registers, diffusers -10% to +10% of design value Return/exhaust grilles, registers -10% to +10% of design value

Q. Permanently mark equipment settings including damper positions, valve positions, and control settings. Set and lock memory stops.

R. Leave systems in proper working order by replacing belt guards, closing access doors and electrical boxes, and restoring temperature controls to normal operating settings.

S. Testing and adjusting of variable air volume systems and the tracking of supply air fans with return air fans at the following normal extremes of system operation:

1). Maximum volumes, i.e. maximum summertime cooling design volumes, with constant volume toilet exhaust in operation.

2). Minimum volumes required: Minimum wintertime heating design volumes, with constant volume toilet exhaust in operation.

T. Coordinate the work with equipment manufacturers by obtaining authorization in writing to adjust specific equipment as it involves both air and water balance or to arrange for personnel of equipment suppliers to be available for the necessary adjustment at the time of balance.

Copies of all requests and acknowledgements should be directed to the Associate and the CONTRACTING OFFICER Architect.

3.4 PERFORMING TESTING, ADJUSTING AND BALANCING ON WATER SYSTEMS.

A. Perform testing, adjusting and balancing procedures on each system identified in drawing, in accordance with the detailed procedures outlined in the referenced standards except as may be modified below.

B. Unless specifically instructed in writing, all work in this specification section is to be performed during the normal workday.

C. Document valve type and its ability to fully regulate flow during various conditions (different flow, temperature, and control conditions).

D. Provide motor and impeller adjustments necessary to obtain design performance. Include in scope of services changes specifically noted on drawings, if any. If work indicates that any impeller or motor is inadequate for the application, advise the CONTRACTING OFFICER representative by giving the representative properly sized motor/impeller information (in accordance with manufacturers original service factor and installed motor horsepower/impeller requirements). Any changes shall keep the piping system within its design limitations with respect to the speed of the device and pressure classification of the distribution system.

Material costs for impeller changes as well as time and material for motor changes will be considered a reimbursable expense and will require an itemized cost breakdown of all time and motor/impeller changes submitted to CONTRACTING OFFICER representative; prior authorization is needed before this work is started.

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E. Measure and record pressure across pump during no flow and full flow conditions.

F. Document if balancing was accomplished using valves or by trimming impeller. Document energy savings due to trimmed impeller.

G. Permanently mark equipment settings including valve positions, and control settings. Set and lock memory stops.

H. Leave systems in proper working order by closing access doors and electrical boxes and systems to normal operating settings.

I. All tools, instruments, and equipment required for performing tests be furnished and required temporary connections should be made. Defects that develop under tests should be repaired promptly and the tests shall be repeated. No caulking of screwed joints, cracks, or holes will be permitted.

J. Leaks shall be repaired by tightening joints or by replacing pipe, fittings, or equipment with new materials. Minor leaks in welded joints may be chipped out and rewelded.

1). Hydrostatic and air tests shall be made before piping is concealed…