ITB 24-041-02 Midwest City Library Chiller Replacement.pdf

Metropolitan Library System Of Oklahoma County

Invitation To Bid

Midwest City Library – Chiller Replacement

ITB # 24-041-02

Proposal Due Date/Time:

November 7,2023 2:00pm

Metropolitan Library System ATTN: John Rahhal

300 Park Avenue Oklahoma City, OK 73102

Mandatory Pre-Bid Meeting October 17th, 10am

Midwest City Library 8143 E Reno Ave, Midwest City, OK 73110

ITB 24-041-02 – Midwest City Library Chiller Replacement

TABLE OF CONTENTS

General Bidding Terms and Condi�ons

Bid Form

Bidder Informa�on Sheet

Affidavit for Filing With a Compe��ve Bid

Business Rela�onships Affidavit

MECHANICAL SPECIFICATIONS FOR CHILLER REPLACEMENT

Division Section Title Pages

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

230000 BASIC MECHANICAL REQUIREMENTS 10

230010 COMMON WORK RESULTS FOR MECHANICAL 9

230523 GENERAL-DUTY VALVES FOR HVAC PIPING 4

230553 IDENTIFICATION FOR HVAC PIPING AND EQUIPMENT 4

230719 HVAC PIPING INSULATION 10

232113 HYDRONIC PIPING 8

232116 HYDRONIC PIPING SPECIALTIES 6

232123 HYDRONIC PUMPS 4

23642313 AIR-COOLED, SCROLL WATER CHILLERS 11

General Bidding Terms and Conditions

1. Form of Contract

1.1 The Contract form will be the Standard Form of Agreement Between Owner and Contractor for a Project of Limited Scope, AIA A105-2017

1.2 Exceptions – Where the requirements of A105-2017 and the contract documents conflict, the more stringent requirement shall govern.

2. Definitions:

2.1 “Bid” or “proposal” means an offer to provide the goods and/or services by the bidder in response to a solicitation.

2.2 “Bidder” means an individual or legal entity that submits a bid in response to a solicitation.

2.3 “Solicitation” means a request or invitation by the Metropolitan Library System (MLS) for a supplier to sell goods and/or services to the MLS. A solicitation may be an Invitation to Bid, a Request for Proposal, or a Request for Quote.

2.4 “Supplier”, “vendor”, or “contractor” means an individual or legal entity that sells or desires to sell goods and/or services to the MLS.

3. Preparation and Submission of Bids

3.1 These General Bidding Terms and Conditions, any Special Terms and Conditions, and the provisions of the Solicitation Specifications and/or attachments apply to and become a part of the terms and provisions of the Bidder's Proposal. Bidders are expected to examine these general instructions and any special instructions and conditions prior to submitting the bid proposal. Failure to comply with any of the instructions contained herein may result in rejection of the bid.

3.2 Submitted bids shall include, a properly executed “Affidavit for Filing a Competitive Bid”, a “Business Relationships Affidavit”, a completed W-9, and any other forms required by this solicitation.

3.3 Bids must be submitted to the MLS Business Office in a sealed envelope or package. The solicitation number and response due date must appear on the face of the envelope or package. The bidder’s name and address must also appear on the face of the envelope or package. Bid proposals must be submitted in ink or typewritten and signed by the Bidder.

3.4 Bidders are invited, prior to submitting any proposal, to visit the job site and to examine carefully all local conditions. The Bidders should inform themselves, by their independent research, of the difficulties to be encountered and the accessibility of the work. Bidders should take into account all the attending circumstances affecting the cost of doing the work or the time required for its completion. It is the responsibility of the Bidder to obtain all necessary information required to make an intelligent proposal.

Bidders should rely exclusively upon their own measurements, estimates, investigations and other data that are necessary for full and complete information upon which the proposals are to be based.

3.5 The bids filed with the Business Office will be opened immediately after the time stated in the "Notice to Bidders" and read aloud. For projects exceeding $50,000, bids received more than ninety-six (96) hours excluding Saturdays, Sundays and holidays before the time set for the opening of bids, or any bid so received after the time set for opening of bids, shall not be considered and shall be returned unopened to the bidder submitting same. Bids received after the response due date and time shall be considered non-responsive and shall not be considered for any resulting award. Bidders are invited to attend at the time set for opening proposals.

4. Sales Tax and Incurred Expenses

4.1 The MLS is qualified for exemption from State and Local Sales Tax. To the extent provided by law, Bidders shall not include these taxes in price quotes. Any interpretation of or procedure for the sales tax exemption must be sought from the Oklahoma Tax Commission or the Bidder's legal counsel.

4.2 All costs and time incurred by the Bidder in preparing the response to the bid requirements and specifications or that is required to finalize the bid award and/or contract, is at the sole expense of the Bidder. The MLS will not be held responsible or accountable for any costs incurred by the Bidder in preparing the bid proposal.

5. Insurance, Bonds, and Indemnification

5.1 At contractor’s expense, the contractor shall procure and maintain for the duration of the contract, insurance against claims for injuries to persons or damages to property that may arise from or in connection with the performance of the work performed by the contractor. The minimum scope of such insurance is as follows:

5.1.1 Commercial General Liability: $1,000,000 combined single limit per occurrence for bodily injury, personal injury, and property damage. Coverage shall include product liability and completed operations.

5.1.2 Automobile Insurance: Coverage to include all Contractor’s owned, non-owned, and hired vehicles, with minimum limits of $1,000,000 for bodily injury and property damage each occurrence.

5.1.3 Workers Compensation and Employers Liability: Contractor agrees to comply with applicable federal and state workers compensation statutes.

5.1.4 On all policies the insurer shall agree to waive all rights of subrogation against the Metropolitan Library System (MLS), its officers, officials, employees, Boards and Commissions. The MLS must be shown as an additional insured on all policies, except workers compensation coverage.

5.2 Each insurance policy required by this clause shall be endorsed to state that coverage shall not be suspended, voided, canceled by either party, or reduced in coverage or in limits except after thirty (30) days prior written notice by certified mail, return receipt requested, has been given to MLS.

5.3 The contractor shall furnish MLS with certificates of insurance detailing coverage requirements by this clause. The certificates for each insurance policy are to be signed by a person authorized by that insurer to bind coverage on the insurer’s behalf. The certificates are to be received and approved by MLS and shall be furnished with the proposal. The requirements of waiver of subrogation and naming the MLS as an additional insured will only be required after the contract is awarded. MLS reserves the right to require complete, certified copies of all required insurance policies, at any time.

5.4 For projects exceeding $100,000, the MLS requires all bidders to submit with the bid proposal a Bid Bond in the amount of five percent (5%) of the total bid price.

5.5 For projects exceeding $100,000, the MLS requires the successful bidder to provide a Performance Bond in the amount of one hundred percent (100%) of the total bid price to ensure completion of the work.

5.6 For projects exceeding $100,000, the MLS requires the successful bidder to provide a Payment Bond in the amount of one hundred percent (100%) of the bid price to assure that MLS is protected from the action of subcontractors, suppliers and employees for unpaid debts of the contractor.

5.7 For projects exceeding $100,000, the MLS requires the successful bidder to provide a Defect Bond in the amount of one hundred percent (100%) of the bid price to provide corrections of defects in the construction and equipment for one year after acceptance of the work.

5.8 The successful bidder agrees to defend, indemnify and hold harmless MLS, the Metropolitan Library Commission, its officers, officials, employees, Boards and Commissions from any and all claims, judgements, suits, demands, or other liabilities arising out of or resulting from or related to the work performed in connection with this bid that are due to the negligence or fault of the successful bidder or any of its agents, employees, subcontractors or suppliers.

6. Delivery and Installation Requirements

6.1 All Prices quoted shall be F.O.B destination unless otherwise stated in the solicitation.

6.2 Bid proposals must show the number of days estimated for production, delivery and installation of the product, services, work and/or project under normal conditions. Unrealistically short or long completion dates may cause bids to be rejected. The Manager of Planning and Assessment must be kept advised at all times of the commencement date and the progress of the work being performed by the successful bidder.

6.3 Final inspection and acceptance shall be at destination.

7. Quantities And Measurements

7.1 All quantities and measurements indicated in the technical specifications shall be considered on a more or less basis. Contractors must rely on their own measurements and calculations for material and supplies.

Invoices and claims will be processed for payment based upon the exact quantity of material delivered and/or work performed by the contractor.

8. Manufacturers’ Name/Approved Equivalents

8.1 Unless otherwise specified, manufacturers’ names, brand names, information and/or catalog numbers listed in specifications are for information and not intended to limit competition. Bidder may offer any brand for which they are an authorized representative, and which meets or exceeds the specification for any item(s). If bids are based on equivalent products, indicate on the bid form the manufacturer’s name and number. Bidder shall submit sketches, descriptive literature, and/or complete specifications with their bid. Reference to literature submitted with a previous bid will not satisfy this requirement. The bidder shall also explain in detail the reason(s) why the proposed equivalent will meet the specifications and not be considered an exception thereto.

9. Interpretation Of Specifications

9.1 Any exceptions to these general instructions and any deviations from the specifications must be submitted in writing, attached and made a part of the bidder’s proposal. If the bidder does not indicate any exceptions, it will be construed to mean that the bidder proposes to comply with all instructions and all terms and conditions and specification contained in the solicitation the price quoted in the proposal.

9.2 A bidder requiring an interpretation of any documents included in the solicitation may submit a written request to the Purchasing Officer twenty-four (24) hours prior to the pre-bid conference. The person submitting such a request will be responsible for its prompt delivery. An interpretation of the bid package documents will only be made by an Addendum. The Addendum will be duly issued and a copy of such Addendum will be mailed or delivered to each person receiving/requesting the solicitation. However, it is the responsibility of the bidder to contact the Purchasing Officer/Business Office to determine if there have been any addenda to the solicitation. The MLS will not be responsible for any other explanations or interpretations of the proposed documents other than those described in official addenda to the solicitation.

10. Evaluation And Acceptance of Proposal

10.1 All bid proposals received at the published bid opening date and time will be opened and read aloud.

Unless alternate criteria are included in any specifications, the criteria used to determine best and lowest bidder will be the Bidder's compliance with all requirements and technical specifications, completion dates, experience, qualifications, history of contract relations with the MLS, references if required, and pricing.

10.2 Preferential Consideration of Local Vendors

10.2.1 The Metropolitan Library System, in accordance with its purchasing policy as amended by the Metropolitan Library Commission on May 15,1986, will give preferential consideration when purchasing supplies, and/or services, through the competitive bidding process, to Oklahoma County residents, vendors and contractors whose property taxes directly support the Metropolitan Library System.

10.2.2 Preferential consideration will only be given when all other factors used in determining lowest and best bidder are equal, and when the differential between the local and non-local vendor's bid price does not exceed 5% or $1,000, whichever is less.

10.3 The MLS reserves the right to; award by item, groups of items or all items of the bid; to reject any or all bids received, in whole or in part, and to waive any technical defects, irregularities and omissions, if found to be in the best interest of the MLS.

10.4 The administration will submit to the Metropolitan Library Commission a recommendation of contract award based on the evaluation of the successful Bidder's proposal.

11. Choice of Law & Venue

11.1 Any claims, disputes, or litigation relating to the solicitation, or the execution, interpretation, performance, or enforcement of the contract shall be governed by the laws of the State of Oklahoma.

11.2 Venue for any action, claim, dispute, or litigation relating in any to the contract shall be in Oklahoma County, Oklahoma.

12. Termination for Cause

12.1 The MLS may terminate the contract for default or any other just cause upon notice to the supplier.

12.2 The MLS may terminate the contract immediately, without notice to the supplier, when violations are found to be an impediment to the function of the MLS and/or detrimental to its cause or when conditions preclude notice.

12.3 If the Contract is terminated, the MLS shall be liable only for payment for products and/or services delivered and accepted.

13. Termination for Convenience

13.1 The MLS may terminate the Contract, in whole or in part, for convenience if it is determined that termination is in the best interest of the MLS. The MLS will deliver a Notice of Termination for Convenience to the supplier specifying the effective date of the Contract termination. The Contract termination shall be a minimum of 60 days from the date of the Notice of Termination for Convenience.

13.2 If the Contract is terminated, the MLS shall be liable only for payment for products and/or services delivered and accepted or according to any Special Terms and Conditions.

14. Compliance With Applicable Laws

14.1 The products and services supplied under this contract shall comply with all applicable federal, state and local laws, ordinances, codes, and regulations including those of the Metropolitan Library System. The supplier shall maintain all applicable licenses and permit requirements.

15. Payment

15.1 Payment applications on standard form similar to AIA Document G702 should be submitted to the Architect or Engineer for approval.

Midwest City Library Chiller Replacement

BID FORM

DATE , 2023

PROJECT Midwest City Chiller Replacement

PROPOSAL OF

hereinafter called "Bidder", a (corporation) (partnership) (sole proprietorship) (Bidder strike out inapplicable terms)

TO Metropolitan Library System – Oklahoma County (hereinafter called "Owner")

The undersigned, in compliance with your Advertisement for Bids, submits the following Bid.

1.1 REPRESENTATIONS

A. Bidder will accept the provisions of the Bidding Documents.

B. Bidder will enter into and execute a contract with the Owner within 10 days after notification of the acceptance of this Bid.

C. Bidder shall accomplish the Work in accordance with the Bidding Documents.

1.2 TIME OF COMPLETION

A. The contractor is advised that time is of the essence.

B. Bidder will achieve Completion and Testing by Monday March 1, 2023.

1.3 BID AMOUNTS

A. Base Bid Amount: Bidder proposes to construct this project for the stipulated sum of:

Dollars ( )

1.4 ADDENDA

A. Bidder acknowledges receipt of the following Addenda:

No. Dated , 20

No. Dated , 20

No. Dated , 20

Respectfully Submitted, Firm Name By

Street Address Signature

City, State and Zip Code Title

Telephone e-mail

FEI / SSN

Corporations: Affix Corporate Seal

State in which incorporated

END OF DOCUMENT

Bidder Information Sheet

Solicitation #

Bidder Information:

Company Name:

Address:

City: State: Zip Code:

Contact Name:

Contact Title: Phone:

Email: Fax:

FEI/SSN:

Affidavit For Filing With A Competitive Bid

State of

County of

, of lawful age, being first duly sworn, on oath says that (s)he is the agent authorized by the bidder to submit the attached bid. Affiant further states that the bidder has not been a party to any collusion among bidders in restraint of freedom of competition by agreement to bid at a fixed price or to restrain from bidding; or with any official or employee of the Metropolitan Library Commission of Oklahoma County as to quantity, quality, or price in the prospective contract, or any other terms of said prospective contract; or in any discussions between bidder and any official or employee of the Metropolitan Library Commission of Oklahoma County concerning exchange of money or other thing of value for special consideration in the letting of a contract.

Affiant is advised that under the Oklahoma State Law:

No person, firm, or corporation who is convicted of or pleads guilty to a felony involving fraud, bribery, corruption of sales to the state or to any of it political subdivisions, may make sale of real or personal property to the state or any political subdivision thereof.

Affiant further states that (s)he has not been convicted of or pleaded guilty to any such violation

Subscribed and sworn to Before Me

This day of 202 Signed By:

Print Name:

Notary Public

Title:

Commission Expires: Date:

Business Relationships Affidavit

BUSINESS RELATIONSHIPS AFFIDAVIT

STATE OF )

COUNTY OF )

, of lawful age, being first duly sworn on oath says that (s)he is the agent authorized by the Bidder to submit the attached bid. Affiant further states that the nature of any partnership, joint venture, or other business relationship presently in effect or which existed within one (1) year prior to the date of this statement with the architect, engineer, interior designer, or other party to this project is as follows:

Affiant further states that any such business relationship presently in effect or which existing within (1) year prior to the date of this statement between any officer or director of the bidding company and any officer or director of the architectural or engineering firm or other party to the project is as follows:

Affiant further states that the names of all persons having any such business relationships and the positions they hold with their respective companies or firms as follows:

(If none of the business relationships herein above mentioned existed, affiant should so state.)

Subscribed and sworn before me Firm:

This day of 202 Signed:

Printed Name:

Notary Public

Commission Expires: Title:

MECHANICAL SPECIFICATIONS

FOR

METROPOLITAN LIBRARY SYSTEM - MIDWEST CITY BRANCH

CHILLER REPLACEMENT

MIDWEST CITY, OKLAHOMA

Division Section Title Pages

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

230000 BASIC MECHANICAL REQUIREMENTS 10

230010 COMMON WORK RESULTS FOR MECHANICAL 9

230523 GENERAL-DUTY VALVES FOR HVAC PIPING 4

230553 IDENTIFICATION FOR HVAC PIPING AND EQUIPMENT 4

230719 HVAC PIPING INSULATION 10

232113 HYDRONIC PIPING 8

232116 HYDRONIC PIPING SPECIALTIES 6

232123 HYDRONIC PUMPS 4

23642313 AIR-COOLED, SCROLL WATER CHILLERS 11

END OF TABLE OF CONTENTS

BASIC MECHANICAL REQUIREMENTS 230000 - 1

SECTION 230000

BASIC MECHANICAL 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 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.

1.2 SUMMARY

A. Warranty

B. Quality Assurance

C. Delivery, Storage, and Handling

D. General Requirements

E. Special Conditions

F. Electronic Submittals

G. Demolition

1.3 REFERENCE STANDARDS

A. The latest published edition of a reference shall be applicable to this Project unless identified by a specific edition date.

B. All reference amendments adopted prior to the effective date of this Contract shall be applicable to this Project.

C. All materials, installation and workmanship shall comply with the applicable requirements and standards addressed within the Contract Documents.

1.4 DEFINITIONS

A. These definitions are included to clarify the direction and intention of these Specifications. For further clarification, contact the Architect/Engineer.

1. Concealed / Exposed: "Concealed" areas are those areas that cannot be seen by the building occupants. "Exposed" areas are all areas, which are exposed to view by the building occupants, including under counters, inside cabinets and closets, plus all me-chanical rooms. “Exterior” areas are those that are outside the building exterior envelope and exposed to the outdoors.

2. Furnish: The term "furnish" is used to mean "supply and deliver to the Project Site, ready for unloading, unpacking, assembly, installation, and similar operations.

BASIC MECHANICAL REQUIREMENTS 230000 - 2

3. Install: The term "install" is used to describe operations at Project Site including the ac-tual "unloading, unpacking, assembly, erection, placing, anchoring, applying, working to dimension, finishing, curing, protecting, cleaning, and similar operations.

4. Provide: The term "provide" means "to furnish and install, complete and ready for the in-tended use.

5. Mechanical: The term "mechanical" is inclusive of all Fire Protection, Plumbing, HVAC and Division 15 systems and equipment.

PART 2 - PRODUCTS

2.1 WARRANTY

A. The contractor shall provide a warranty to owner, through Architect, for all work and equipment for a period of 1 year after the date of substantial completion. This warranty shall be on the contractors letter head and state the substantial completion date and the expiration date. This letter shall provide contractor's contact information.

B. This warranty shall include that all systems and equipment will perform as specified. Warranty shall also provide guarantee to keep the entire system, as installed by this contractor or subcontractors to this contractor, in repair and perfect working order for the warranty time period. This warranty shall cover all costs including but not limited to labor and materials.

2.2 QUALITY ASSURANCE

A. Fire Suppression, Plumbing and HVAC systems shall be coordinated with other systems and trades to include but not be limited to: Electrical systems, fire alarm, security systems, transport systems, telephone and data systems.

B. Verification of Dimensions: The Contractor shall be responsible for the coordination and proper relation of Contractor’s Work to the building structure and to the Work of all trades. The Contractor shall visit the premises and become thoroughly familiar with all details of the Work and working conditions, to verify all dimensions in the field, and to advise the Architect/Engineer of any discrepancy before performing any Work. Adjustments to the Work required in order to facilitate a coordinated installation shall be made at no additional cost to the Owner or the Architect/Engineer.

C. All dimensional information related to new structures shall be taken from the appropriate Drawings. All dimensional information related to existing facilities shall be taken from actual measurements made by the Contractor on the Site.

D. The Drawings are subject to the requirements of Reference Standards, structural and architectural conditions. The Contractor shall carefully investigate structural and finish conditions and shall coordinate the separate trades in order to avoid interference between the various phases of Work. Work shall be organized and laid out so that it will be concealed in furred chases and suspended ceilings, etc., in finished portions of the building, unless specifically noted to be exposed. All exposed Work shall be installed parallel or perpendicular to the lines of the building unless otherwise noted.

E. When the Drawings do not give exact details as to the elevation of pipe and ducts, the Contractor shall physically arrange the systems to fit in the space available at the elevations intended with proper grades for the functioning of the system involved. Piping and duct systems are generally intended to be installed true and square to the building construction and located

BASIC MECHANICAL REQUIREMENTS 230000 - 3

as high as possible against the structure in a neat and workmanlike manner. The Drawings do not show all required offsets, control lines, pilot lines and other location details. Work shall be concealed in all finished areas.

F. Where core drilling of floor or wall penetrations is required, Work shall be performed in accordance with Division 03 Specifications. Where applicable Division 03 Specifications are not included in the Project, core drilling shall be in accordance with generally accepted standards, and be performed by licensed personnel where applicable.

2.3 DELIVERY, STORAGE AND HANDLING

A. All equipment, ductwork, and materials shall be delivered to the Project Site clean and sealed for protection.

B. Take particular care not to damage the existing construction in performing Work. All finished floors, step treads and finished surfaces shall be covered to prevent any damage by workers or their tools and equipment during the construction of the Project.

C. Equipment and materials shall be protected from rust and dust/debris both before and after installation. Any equipment or materials found in a rusty condition at the time of final inspection must be cleaned of rust and repainted as specified elsewhere in these Specifications.

D. All material affected by weather shall be covered and protected to keep the material free from damage while material is being transported to the Site and while stored at the Project Site.

E. During the execution of the Work, open ends of all piping and conduit, and all openings in equipment shall be closed when Work is not in progress, and shall be capped and sealed prior to completion of final connections, so as to prevent the entrance of foreign matter.

F. All equipment shall be protected during the execution of the Work. All ductwork and equipment shall be sealed with heavy plastic and tape to prevent build-up of dust and debris.

G. All ductwork and air handling equipment shall be wiped down with a damp cloth immediately before installation to ensure complete removal of accumulated dusts and foreign matter.

H. All plumbing fixtures shall be protected and covered to prohibit usage. All drains shall be covered until placed in service to prevent the entrance of foreign matter.

2.4 GENERAL REQUIREMENTS

A. Comply with all bidding requirements, general conditions, and Division 1 requirements contained in Architectural specifications.

B. All materials shall meet or exceed all applicable referenced standards, federal, state and local requirements, and conform to codes and ordinances of authorities having jurisdiction.

C. This contractor shall furnish, deliver, erect, and connect complete all the materials and appliances described herein and also all the materials, appliances, tools and transportation, etc., required to make the work complete in accordance with the true intent of the plans and specifications, and as required to leave the system in first-class operating condition, excluding those items stated as work and materials by others. If one contractor is responsible for both heating, ventilating, air conditioning and plumbing, it shall be his responsibility to insure that all equipment is connected to their proper utility. If two separate contractors are used, the plumbing contractor shall review the heating, ventilating, air conditioning plans to insure that all utilities are provided for the equipment furnished by the heating, ventilating, and air conditioning

BASIC MECHANICAL REQUIREMENTS 230000 - 4

contractor. This shall include all gas lines, condensate drain lines, floor drains, flue vents from all plumbing and HVAC gas-fired equipment, and other items as necessary to make a complete first-class operating system.

D. It is the intent of these specifications that the building be totally watertight. This includes all mechanical penetrations to the exterior of the building, whether roof, wall, or underground. The Contractor shall use standard products of the HVAC industry to provide this. Field fabricated products will not be acceptable.

E. Standards: Notwithstanding any reference in the specifications to any article, device, product, material, fixture, form, or type of construction by name, make, or catalog number, such references shall be interpreted as establishing a standard of quality and shall not be construed as limiting competition. Request for approval of substitutions shall be submitted to the architect/engineer, in form in sufficient detail to demonstrate the quality and performance standard of the proposed substitution, within ten (10) days prior to the bid date.

F. Substitutions proposed shall be equivalent in such features as noise level, power requirements, metal gages, vibration attenuation, finish, appearance, certification of recognized testing agencies and standards bureaus, allowable working pressures, physical size and arrangement so far as affects installation in the available space, factory applied insulation, electrical devices, controls, access to internal parts, water and air pressure drops, operating speeds, coil face areas, fan diameters, operating efficiencies, and features and capacities specified herein.

G. In case the specifications or plans conflict with such ordinances, laws or regulations, the conflicting portion of work affected shall be installed in strict accordance with the regulations above mentioned; the remainder of the plans and specifications, however, shall remain in full force. In no case will work or materials inferior to these specifications be accepted even if permitted by code. In places where codes conflict, the local code shall have preference.

H. The Mechanical Contractor shall have experience in this field of construction. The Contractor shall have performed at least five such projects, shall have a minimum of three years experience installing these systems, or receive permission from the Owner's Representative 10 days prior to the bid opening date. The Owner’s Representative shall furnish proof upon request.

I. The Mechanical Contractor shall provide the General Contractor or Construction Manager with a Performance Bond in the amount of 100% of the Contract Sum. The attorney-in-fact who executes the bonds shall affix thereto a certified and current copy of his power of attorney. This shall comply with Division 1 requirements. The General Contractor or Construction Manager will not be allowed to bond the mechanical portion of this project for any Mechanical Contractor.

J. The General Contractor or Construction Manager shall provide the name of the Mechanical Contractor who is the low bidder on the bid form/proposal. This shall be the Mechanical Contractor of record for this project.

2.5 SPECIAL CONDITIONS

A. All equipment installed shall have local representation, local factory authorized service, and a local stock of repair parts.

B. Responsibility for furnishing proper equipment and/or material and ensuring that equipment and/or material is installed as intended by the manufacturer, rests entirely upon the Contractor.

Contractor shall request advice and supervisory assistance from the representative of specific manufacturers during the installation.

BASIC MECHANICAL REQUIREMENTS 230000 - 5

C. All materials, unless otherwise specified, shall be new, free from all defects, suitable for the intended use and of the best quality of their respective kinds. Materials and equipment shall be installed in accordance with the manufacturer's recommendations and the best standard practice for the type of Work involved. All Work shall be executed by mechanics skilled in their respective trades, and the installations shall provide a neat, precise appearance. Materials and/or equipment damaged in shipment or otherwise damaged prior to installation shall not be repaired at the job Site but shall be replaced with new materials and/or equipment.

D. Materials and equipment manufactured domestically are preferred when possible. Materials and equipment that are not available from a domestic manufacturer may be by a non-domestic manufacturer provided they fully comply with Contract Documents.

E. Prevention of Rust: Standard factory finish will be acceptable on equipment specified by model number; otherwise, surfaces of ferrous metal shall be given a rust inhibiting coating.

2.6 ELECTRONIC SUBMITTALS

A. Electronic Submittals: Identify and incorporate information in each electronic submittal file as follows:

1. Assemble complete submittal package into a single indexed file incorporating submittal requirements of a single Specification Section and transmittal form with links enabling navigation to each item.

2. Name file with submittal number or other unique identifier, including revision identifier.

a. File name shall use project identifier and Specification Division number followed by a decimal point and then a sequential number (e.g., LNHS.15.01). Resubmittals shall include an revision suffix after another decimal point (e.g., LNHS.15.01.R1).

3. Provide space to permanently record Contractor's review and approval markings and action taken by Engineer and Construction Manager or General Contractor.

4. Transmittal Form for Electronic Submittals: Use electronic form acceptable to Architect, containing the following information:

5. The submittal shall consist of all the items in the specifications, and shall include the following for each item or group of similar items:

a. Outline arranged as follows: Item name and number shown on plans;

manufacturer's name, model and size number; capacity and performance data corresponding to that set forth in the specifications and shown in the schedule on the plans. Submittal data shall be arranged in the same order as the specifications.

b. Printed descriptive literature and cuts showing general arrangement and design of the equipment submitted. Complete catalogs are not desired or acceptable.

Include only the sheets pertaining the exact equipment submitted.

c. The submittal shall be delivered to the Owners representative within thirty (30) days after signing of the contract. Any questions regarding submittals shall be referred to the Owners representative promptly, following signing of the contract.

Partial submittals will only be accepted when construction schedule is short enough to require it. This will be determined by the Architect or Engineer.

d. Cover Sheet:

1) Project name.

BASIC MECHANICAL REQUIREMENTS 230000 - 6

2) Date.

3) Name of Construction Manager or General Contractor.

4) Name of firm or entity that prepared submittal.

5) Names of subcontractor, manufacturer, and supplier.

6) Category and type of submittal.

7) Submittal description.

8) Specification Section number and title.

9) Drawing designation and generic name for each of multiple items.

10) Drawing number and detail references, as appropriate.

11) Location(s) where product is to be installed, as appropriate.

12) Related physical samples submitted directly.

13) Indication of full or partial submittal.

14) Transmittal number [, numbered consecutively].

15) Submittal and transmittal distribution record.

16) Other necessary identification.

17) Remarks.

e. Options: Identify options requiring selection by Architect.

f. Deviations and Additional Information: On an attached separate sheet, prepared on Contractor's letterhead, record relevant information, requests for data, revisions other than those requested by Architect or Engineer on previous submittals, and deviations from requirements in the Contract Documents, including minor variations and limitations. Include same identification information as related submittal.

6. Resubmittals: Make resubmittals in same form and number of copies as initial submittal.

a. Note date and content of previous submittal.

b. Note date and content of revision in label or title block and clearly indicate extent of revision.

c. Resubmit submittals until they are marked with approval notation or approved as noted but not requiring resubmittal.

7. Distribution: Furnish copies of final submittals to manufacturers, subcontractors, suppliers, fabricators, installers, authorities having jurisdiction, and others as necessary for performance of construction activities.

8. Use for Construction: Retain complete copies of submittals on Project site. Use only final action submittals that are marked with approval notation from Engineer and Construction Manager's stamp.

B. Record Copies: The Contractor shall submit two (2) printed copies, bound in two (2) hard plastic, three-ring binders with clear plastic envelope on cover and spline and one (1) electronic copy, of final approved submittal to the Owners representative for approval.

C. Operation and Maintenance Manual: The Contractor shall submit two (2) copies, of typewritten instructions for operating and maintaining all systems and equipment included in this contract, bound in two (2) hard plastic, three-ring binders with clear plastic envelope on cover and spline and one (1) electronic copy, to the Owners representative for approval. Manufacturer's advertising literature or catalogs will not be acceptable for operating and maintenance instructions. The Contractor shall include the maintenance schedule and procedure for the principal items of equipment furnished under this contract.

BASIC MECHANICAL REQUIREMENTS 230000 - 7

D. Record Submittal Copy and Operation and Maintenance Manual may be submitted together in same binder.

2.7 DEMOLITION

A. The extent of demolition work is indicated on the drawings and by the requirements of this section.

B. Provide all demolition work required for the removal and/or relocation of mechanical equipment, mechanical piping, ductwork, domestic cold water, domestic hot water and sanitary waste piping, plumbing fixtures, floor drains, etc. to provide a complete and operable system upon completion of the project.

C. Work shall at all times be in compliance with local and national safety codes. Great care shall be taken to avoid leaving hazardous conditions unattended.

D. Where devices or equipment are indicated or required to be removed by the architectural layout, the associated ductwork or piping serving such shall be removed back to their source.

E. Where devices or equipment are indicated or required to be relocated by the architectural layout, the associated ductwork or piping shall be removed back to a main line or main duct and new products shall be used to extend the service to the new location.

F. Where devices or equipment are served from under a concrete floor, the piping shall be cut off below finish floor level and capped. Grout concrete shall be provided to level the finished floor.

G. Where ductwork or piping is run above inaccessible ceilings or in walls, which are to remain undisturbed, the ductwork or piping shall be capped and abandoned in place.

H. Where the removal of devices or equipment renders equipment downstream inoperable, services shall be extended to the downstream device or equipment so that the device or equipment is left in operating condition.

I. This Contractor shall remove all abandoned ductwork or piping in the areas where construction is taking place.

J. Some of the ductwork or piping which is to remain may have to be rerouted to accommodate the new construction. This shall be done at no additional cost to the Owner.

K. Where devices or equipment are served with piping penetrating the basement wall, the piping shall be cut off outside the basement wall, capped and the basement wall penetration shall be sealed and made watertight.

PART 3 - EXECUTION

3.1 PREPARATION

A. Cooperate with trades of adjacent, related or affected materials or operations, and with trades performing continuations of this Work in order to effect timely and accurate placing of Work and to coordinate, in proper and correct sequence, the Work of such trades.

B. The size of equipment indicated on the Drawings is based on the dimensions of a particular manufacturer. While other manufacturers may be acceptable, it is the responsibility of the Contractor to determine that the equipment proposed will fit in the space. Fabrication Draw-ings shall be prepared when required by the Architect/Engineer or Owner to indicate a suita-ble arrangement.

BASIC MECHANICAL REQUIREMENTS 230000 - 8

C. All equipment shall be installed in a manner to permit access to all surfaces. All valves, mo-tors, drives, filters, and other accessory items shall be installed in a position to allow removal for service without disassembly of another part.

D. Space Requirements:

1. Consider space limitations imposed by contiguous Work in location of equipment and ma-terial. Do not provide equipment or material which is not suitable in this respect.

2. Make changes in material and equipment locations of up to five (5) feet, to allow for field conditions prior to actual installation, and as directed by the Architect/Engineer at no ad-ditional cost to the Owner.

E. Contractor shall note that the electrical design and Drawings are based on the equipment scheduled and indicated on the Drawings. Should any equipment be provided requiring changes to the electrical design, the required electrical changes shall be made at no cost to the Owner.

F. Connections for equipment other than Divisions 15 and 16:

1. Rough-in and provide all water connections to all fixtures, equipment, machinery, etc., furnished by the Owner and/or other trades in accordance with detailed rough-in Draw-ings provided by the equipment suppliers, by actual measurements of the equipment connections, or as detailed.

2. After the equipment is set in place, make all final connections and provide all required pipe, fittings, valves, traps, etc.

3. In each service line connected to an item of equipment or piece of machinery, provide a shutoff valve.

3.2 INSTALLATION

A. Installation shall meet or exceed all applicable federal, state and local requirements, refer-enced standards and conform to codes and ordinances of authorities having jurisdiction.

B. All installation shall be in accordance with manufacturer’s published recommendations.

C. Piping may be run exposed in rooms typically without ceilings such as mechanical rooms, janitor's closets, tight against pan soffits in exposed "tee" structures, or storage spaces, but only where necessary. Shutoff and isolation valves shall be easily accessible.

D. All pipe, conduits, etc., shall be cut accurately to measurements established at the building and shall be worked into place without springing or forcing. All ducts, pipes and conduits run exposed in machinery and equipment rooms shall be installed parallel to the building lines, except that piping shall be sloped to obtain the proper pitch. Piping and ducts run in furred ceilings, etc., shall be similarly installed, except as otherwise shown. All pipe openings shall be kept closed until the systems are closed with final connections.

E. Precedence of Materials:

1. The Specifications determine the nature and setting of materials and equipment. The Drawings establish quantities, dimensions and details.

2. If interference is encountered, the following installation precedence of materials shall guide the Contractor to determine which trade shall be given the "Right of Way":

a. Building lines

BASIC MECHANICAL REQUIREMENTS 230000 - 9

b. Structural members

c. Structural support frames supporting ceiling equipment

d. Soil and drain piping

e. Vent piping

f. Supply, return and outside air ductwork

g. Exhaust ductwork

h. HVAC water piping

i. Condensate piping

j. Fire protection piping

k. Natural gas piping

l. Domestic water (cold and hot)

m. Refrigerant piping

n. Electrical conduit

3. Coordinate fire suppression, plumbing and HVAC systems with transport systems as re-quired to maintain transport system right-of-way.

3.3 TESTING

A. When any piece of mechanical equipment is operable and it is to the advantage of the Con-tractor to operate the equipment, Contractor may do so, provided that Contractor properly supervises the operation, and has the Owner’s written permission to do so. The warranty pe-riod shall, however, not commence until such time as the equipment is operated for the bene-ficial use of the Owner, or date of Substantial Completion, whichever occurs first.

B. Regardless of whether or not the equipment has or has not been operated, the Contractor shall properly clean the equipment, install clean filter media, properly adjust, and complete all deficiency list items before final acceptance by the Owner. The date of acceptance and per-formance certification will be the same date.

C. Before the Work is accepted, an authorized representative of the manufacturer of the in-stalled materials and/or equipment shall personally inspect the installation and operation of manufacturer’s materials and/or equipment to determine that materials and/or equipment are properly installed and in proper operating order. The qualifications of the manufacturer’s rep-resentative shall be appropriate to the technical requirements of the installation. The qualifi-cations of the manufacturer’s representative shall be submitted to the Owner for approval.

The decision of the Owner concerning the appropriateness of the manufacturer’s representa-tive shall be final. Testing and checking shall be accomplished during the course of the Work where required by Work being concealed, and at the completion of the Work. In addition, the Contractor shall submit to the Architect/Engineer a signed statement from each manufactur-er’s representative certifying as follows: "I certify that the materials and/or equipment listed below have been personally inspected by the undersigned authorized manufacturer's repre-sentative and is properly installed and operating in accordance with the manufacturer's rec-ommendations."

BASIC MECHANICAL REQUIREMENTS 230000 - 10

D. Check inspections shall include piping, equipment, heating, air conditioning, insulation, venti-lating equipment, controls, mechanical equipment and such other items hereinafter specified or specifically designated by the Architect/Engineer.

E. The Contractor shall execute, at no additional cost to the Owner, any tests required by the Owner or the National Fire Protection Association, ASTM, etc. Standards listed. The Con-tractor shall provide all equipment, materials and labor for making such tests. The Owner will pay reasonable amounts of fuel and electrical energy costs for system tests. Fuel and elec-trical energy costs for system adjustment and tests, which follow Substantial Completion by the Owner, will be borne by the Owner.

F. Notify the Owner’s Project Manager and the Architect/Engineer in writing at least seven (7) calendar days prior to each test and prior to other Specification requirements requiring Owner and Architect/Engineer to observe and/or approve tests.

G. All tests shall have pertinent data logged by the Contractor at the time of testing. Data shall include date, time, personnel performing, observing and inspecting, description of the test and extent of system tested, test conditions, test results, specified results an other pertinent data. Data shall be delivered to the Architect/Engineer as specified under "Requirements for Final Acceptance." The Contractor or Contractor’s authorized job superintendent shall legibly sign all Test Log entries.

H. Refer to Commissioning Specification Sections for additional Start-up, prefunctional and op-erational checkout, and for functional performance test procedures.

3.4 TRAINING

A. Operating and Maintenance Manuals and instruction shall be provided as specified under the

Division 01 Section entitled “Project Closeout Procedures.”

B. Specific training and operating instructions for individual equipment components shall be as specified in the individual Specification Sections.

END OF SECTION 230000

COMMON WORK RESULTS FOR MECHANICAL 230010 - 1

SECTION 230010

COMMON WORK RESULTS FOR MECHANICAL

PART 1 - GENERAL

1.1 RELATED DOCUMENTS

A. Drawings and general provisions of the Contract, including General and Supplementary Conditions and Division 01 Specification Sections, apply to this Section.

1.2 SUMMARY

A. Section Includes:

1. General Motor Characteristics.

2. Polyphase Motors.

3. Polyphase Motors With Additional Requirements.

4. Single-Phase Motors.

5. Motor Starters.

6. Sleeves.

7. Sleeve-seal systems.

8. Grout.

9. Escutcheons.

10. Floor plates.

11. Liquid-in-glass thermometers.

12. Thermowells.

13. Dial-type pressure gages.

14. Gage attachments.

15. Test plugs.

1.3 COORDINATION

A. Coordinate features of motors, installed units, and accessory devices to be compatible with the following:

1. Motor controllers.

2. Torque, speed, and horsepower requirements of the load.

3. Ratings and characteristics of supply circuit and required control sequence.

4. Ambient and environmental conditions of installation location.

1.4 ACTION SUBMITTALS

A. Product Data: For each type of project applicable product indicated.

PART 2 - PRODUCTS

2.1 GENERAL MOTOR CHARACTERISTICS

A. Comply with NEMA MG 1 unless otherwise indicated.

B. Duty: Continuous duty at ambient temperature of 40 deg C and at altitude of 3300 feet above sea level.

COMMON WORK RESULTS FOR MECHANICAL 230010 - 2

C. Capacity and Torque Characteristics: Sufficient to start, accelerate, and operate connected loads at designated speeds, at installed altitude…