Menlo Park Specifications Revised 030110 MenloPark.pdf

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USGS Menlo Park Campus

Controls and Mechanical Upgrade Projects

Specifications

U.S. Geological Survey Facility 345 Middlefield Road Menlo Park, California

Prepared For:

PG&E

General Services Administration

Mark Levi

Buildings Services Branch 450 Golden Gate Ave. 4E 9PMFT

San Francisco, CA 94102

Prepared By:

100 Montgomery Street, Suite 600

San Francisco, CA 94104-4331

(415) 974-0390

Revised March 1, 2010

GSA Region 9 Federal Buildings USGS Menlo Park Office

Specifications Revised March 1, 2010

SECTION 01 00 00 GENERAL REQUIREMENTS

SECTION 01 91 00 COMMISSIOINING

SECTION 23 00 00 HEATING, VENTILATING, AND AIR CONDITIONING (HVAC)

SECTION 23 05 13 COMMON MOTOR REQUIREMENTS FOR HVAC EQUIPMENT

SECTION 23 05 29 HANGERS AND SUPPORTS FOR HVAC AND PIPING AND EQUIPMENT

SECTION 23 05 48 VIBRATION AND SEISMIC CONTROLS FOR HVAC PIPING AND EQUIPMENT

SECTION 23 05 29 TESTING, ADJUSTING AND BALANCING FOR HVAC

SECTION 23 07 00 HVAC INSULATION

SECTION 23 21 13 HYDRONIC PIPING

SECTION 23 33 00 AIR DUCT ACCESSORIES

SECTION 23 36 00 AIR TERMINAL UNITS

SECTION 23 61 13 CENTRIFUGAL REFRIGERANT COMPRESSORS

SECTION 23 64 00 PACKAGED WATER CHILLERS

SECTION 25 00 00 - INTEGRATED AUTOMATION

SECTION 25 08 00 - COMMISSIONING OF INTEGRATED AUTOMATION

SECTION 25 11 19 - INTEGRATED AUTOMATION NETWORK OPERATOR WORKSTATIONS

SECTION 25 14 00 - INTEGRATED AUTOMATION LOCAL CONTROL UNITS

SECTION 25 15 00 - INTEGRATED AUTOMATION SOFTWARE

SECTION 25 35 00 - INTEGRATED AUTOMATION INSTRUMENTATION AND TERMINAL

DEVICES FOR HVAC

SECTION 25 95 00 – INTEGRATED AUTOMATION CONTROL SEQUENCES FOR HVAC

SECTION 26 05 19 - LOW-VOLTAGE ELECTRICAL POWER CONDUCTORS AND CABLES

SECTION 26 05 26 GROUNDING AND BONDING FOR ELECTRICAL SYSTEMS

SECTION 26 05 29 HANGERS AND SUPPORTS FOR ELECTRICAL SYSTEMS

SECTION 26 05 33 RACEWAYS AND BOXES FOR ELECTRICAL SYSTEMS

SECTION 26 05 53 IDENTIFICATION FOR ELECTRICAL SYSTEMS

SECTION 26 22 00 LOW-VOLTAGE TRANSFORMERS

SECTION 26 24 16 PANELBOARDS

SECTION 33 12 33 UTILITY WATER METERING

SECTION 33 51 33 NATURAL-GAS METERING

SECTION 33 61 33 HYDRONIC ENERGY METERING

SECTION 33 71 73 ELECTRIC METERS

SECTION 40 92 49 VARIABLE-FREQUENCY DRIVES

Section 01 00 00

General Requirements February 25, 2010

Section 01 00 00, Page 1

SECTION 01 00 00 GENERAL REQUIREMENTS

PART 1 GENERAL

1.01 SCOPE OF WORK:

A. This is a design/build project. The Contractor shall be the engineer-of-record as well as the contractor of record and responsible for all required work.

1.02 WORK INCLUDED:

A. Demolition; all old equipment that is replaced shall be removed from the site, except where noted.

B. Rigging C. New equipment D. New and/or expanding existing concrete curbs and bases as required E. Temporarily removing then repairing doors, wall, or roof sections for access as required F. Seismic restraints G. Electrical power wiring, disconnects, etc. for new equipment H. Test and balance I. Operator training· J. Overtime labor if required K. All required permit fees

1.03 CONTRACTOR PROPOSALS:

A. Contractor shall visit site prior to bid. Ascertain and check all conditions and take all measurements that may affect the work. Drawings provided are to be used at Contractor's risk; drawings are schematic and may or may not be drawn accurately. No allowance shall subsequently be made for any additional expenses or claims due to the failure or neglect under this section to make such examination, including examination of restricted working conditions or such other difficulties that can be visually observed during site visit.

B. By submitting a price, Contractor guarantees that the proposal is complete and turn-key, except where specific exceptions are provided herein or clearly noted in the Contractor's proposal.

C. Prior to bid, Contractor shall coordinate acceptable downtime periods (if required) with building management. Price shall include any overtime required for this project.

D. Proposals shall include:

1. Pricing using bid form attached.

2. Provide break-out prices indicated.

3. Description of rigging and installation plan for all new mechanical equipment

4. A preliminary schedule of installation including final date of completion for the project assuming all projects, including Add Alternates are implemented.

Section 01 00 00, Page 2

5. Do not exclude anything that is obviously required for the project; this is a turn-key project. Do not repeat exclusions that are already clearly listed in these specifications.

1.04 REFERENCE STANDARDS:

A. Requirements of Regulatory Agencies:

1. Nothing in Drawings or Specifications shall be construed to permit Work not conforming to applicable laws, ordinances, rules, regulations.

2. When drawings or Specifications exceed requirements of applicable laws, ordinances, rules and regulations, comply with documents establishing the more stringent requirement.

3. Applicable codes include the current version of those listed below, in addition to others specified in individual sections:

4. IME -International Mechanical Code

5. IPC - International Plumbing Code

6. NFPA - National Fire Protection Association

7. NEC - National Electrical Code

8. If any of above requirements is in conflict with one another, or with Specifications' requirements, the most stringent requirement shall govern. Where codes are silent on an issue, NFPA Standards shall apply.

B. Published specifications, standards, tests or recommended method of trade, industry or governmental organizations as listed below apply to all work in this Section:

1. AABC - Associated Air Balance Council

2. ADC - Air Diffuser Balance Council

3. AMCA - Air Moving and Conditioning Association

4. ANSI - American National Standards Institute

5. ARI - Air Conditioning and Refrigeration Institute

6. ASHRAE ~ American Society of Heating, Refrigeration and Air Conditioning Engineers

7. ASME - American Society of Mechanical Engineers

8. ASTM - American Society for Testing and Materials

9. ETL - Intertek Semko (Formerly Electrical Testing Laboratories)

10. IEEE -Institute of Electrical and Electronic Engineers

11. NEMA - National Electrical Manufacturer's Association

12. NFPA - National Fire Protection Association

13. NUSIG - National Uniform Seismic Installation Guidelines

Section 01 00 00, Page 3

14. SMACNA - Sheet Metal and Air Conditioning Contractors National Association

15. UL ~ Underwriters' Laboratories.

C. Industry standards and manufacturers' recommendations, diagrams or requirements shall be strictly adhered to for installation of materials and equipment.

D. CAD drawings must comply with GSA CAD Standards (copy available on request).

E. PBS P100 (available at www.gsa.gov/p100) applies as applicable to the scope of work of the project.

1.05 QUALITY ASSURANCE:

A. All equipment and accessories to be the product of a manufacturer regularly engaged in its manufacture.

B. All items of a given type shall be the products of same manufacturer.

C. Supply all equipment and accessories new and free from defects.

D. Supply all equipment and accessories in compliance with the applicable standards listed in

Paragraph 1.04-B with all applicable national, state and local codes.

1.06 DEFINITIONS:

A. Definitions of term used in Section 5 may differ from those given in general and supplementary conditions and take precedence over them.

B. "Provide": to supply, install and connect up complete and ready safe and regular operation of particular work referred to unless specifically noted.

C. "Install": to erect, mount and connect complete with related accessories.

D. "Supply": to purchase, procure, acquire and deliver complete with related accessories.

E. "Work": labor, materials, equipment, apparatus, controls, accessories, and other items required for proper and complete installation.

F. "Piping": pipe, tube, fittings, flanges. valves, controls, strainers, hangers, supports, unions, traps, drains, insulation, and related items.

G. "Wiring": raceway, fittings, wire, boxes and related items.

H. "Concealed": embedded in masonry or other construction, installed in furred spaces, within double partitions or hung ceilings, in trenches, in crawl spaces, or in enclosures.

I. "Exposed": not installed underground or "concealed" as defined above.

J. "lndicated," "shown" or "noted": as indicated, shown or noted on drawings or specifications.

K. "Similar" or "equal": of base bid manufacture, equal in materials, weight, size, design, and efficiency of specified product, conforming to PART 2 Materials.

L. "Reviewed," "satisfactory," or "directed": as reviewed, satisfactory, or directed by or to

Owner’s Representative.

M. "Motor Controllers": manual or magnetic starters (with or without switches), individual pushbuttons or hand-off-automatic (HOA) switches controlling the operation of motors.

N. "Control or Actuating Devices": automatic sensing and switching devices such as thermostats, pressure, float, electro-pneumatic switches and electrodes controlling operation of equipment

Section 01 00 00, Page 4

1.07 DESIGN DOCUMENTS:

A. An employee or a Sub-Consultant of the Contractor shall serve as Engineer-of-Record.

B. Design documents: All design drawings shall be created using AutoCAD, version 2004 or higher, or compatible format.

C. Contractor shall provide 50% CDs, 95% CDs and 100% CDs for review by Government.

D. It is expressly forbidden to email any drawings or submittals.

1.08 SUBMITTALS:

A. Schedule:

1. Product data, Operations and Maintenance Manuals, Construction drawings, and Shop drawings: Allow 10 working days for approval, unless Government agrees to accelerated schedule.

2. Testing, Adjusting, and Balancing Procedures: Submit at least 30 days prior to performing any TAB work.

3. Operations and Maintenance Manuals: Submit prior to requesting acceptance of work and allow 10 working days for approval.

B. Submit drawings, product data, samples and certificates of compliance required as hereinafter specified in this Section.

C. Submission Procedure:

1. Initial submittal:

a. Product data and Operations and Maintenance Manuals: Submit two electronic copies in word-searchable format such as Adobe pdf. Paper copies will not be accepted.

b. Construction drawings and Shop drawings:

1) Submit five (5) copies in hard copy format

2) Submit one (1) electronic copy in AutoCAD format

3) Submit one (1) electronic copy of the AutoCAD drawing in PDF format

c. Submittal will be reviewed and comments returned to Contractor

2. Resubmission:

a. Make any corrections or change in submittals as required

b. Resubmit for review in the formats described above until no exceptions are taken.

c. The cost of review of submittals after first re-submittal will be borne by Contractor at billing rates determined by Government.

3. Final approval: Once submission is accepted, Contactor shall provide:

a. Two (2) bound sets of hard copy and two electronic copies of product data and Operations and Maintenance data in word-searchable format such as Adobe pdf.

Provide additional sets for coordination with other trades, as required.

Section 01 00 00, Page 5

b. Five (5) copies of 100% CD drawings in hard copy and one (1) soft copy; in Autocad and pdf format. on portable media (e.g. CD) including all referenced background drawings.

c. Five (5) copies of Record Drawings in hard copy and one (1) soft copy in AutoCAD and pdf format on portable media (e.g. CD) including all referenced background drawings.

d. Complete Record Drawings (AutoCAD and PDF) on the control system front end computer. (Viewing software by others.), D. Submittal Content

1. HVAC Equipment submittals shall include:

a. A schedule for all items of the same type that includes: manufacturer, model, size, specific information that makes that item unique, service, and the system served by the item.

b. Manufacturer's name and model number

c. Physical Data, as applicable, including dimensions, weight, finishes and colors.

d. Performance Data, as applicable, including rated capacities, performance curves and operating temperature and pressure.

e. Electrical and plumbing requirements

f. Flow and wiring diagrams as applicable

g. Description of system operation

h. All other pertinent information requested in individual sections

2. Test, Adjust, and Balance (TAB) submittals shall include:

a. Predemolition Report

b. Interim Reports

c. All test and report forms that will be submitted for the final TAB report

d. A written description of the balance procedures

3. Operating Instructions & Maintenance Manuals shall include:

a. All information organized and assembled in order of relevant specification section, in heavy-duty three-ring binder.

b. All submittal data submitted herein above, as installed. The intent of this section is that a single document contains all relevant information about each piece of equipment.

c. Manufacturer's name, model number, service manual, spare-parts list, and descriptive literature for all components

Section 01 00 00, Page 6

d. Installation instructions

e. Maintenance instructions

f. Wiring diagrams

g. Listing of possible breakdown and repairs

h. Instruction for starting, operation and programming

i. Detailed and simplified: l one line, color coded flow and wiring diagram

j. Name, address and phone number of contractors equipment suppliers and service agencies

k. Guarantee period, including start and end period

l. Start up test readings, dated and signed by testing technician

4. Record Drawings shall include:

a. Updated design/shop AutoCAD drawings to "as- built" conditions:

b. Fully incorporated revisions made by all crafts in course of work.

c. All field changes, adjustments, variances, substitutions and deletions, including all Change Orders

d. Exact location, type, and function of concealed valves, dampers, controllers, piping, air vents and piping drains

e. Exact size, elevations, and horizontal location of piping and ducts

f. Updated equipment schedules to reflect all substitutions

g. Complete drawings of all HVAC systems, both new and existing

E. Completion Requirements:

1. Until the documents required in this section are submitted and approved, the system will not be considered "accepted" and final payment to contractor will not be made.

a. O&M Manual;

b. Record Drawings;

c. Training;

d. Warranty: Provide written guarantee and warranty documents for all equipment and systems, including the start and end date for each.

F. Schedule of Work:

1. Design and construction work to be approved by Owner prior to start.

2. Expected start date (award of contract): April 2010

3. All HVAC systems must remain operational during construction.

Section 01 00 00, Page 7

4. Include any charges, including overtime wages, required to perform work within scheduling criteria specified above.

G. Working Conditions:

1. The project will be performed in an occupied building. All HVAC, Lighting, Electrical, Controls, Fire Life Safety systems must remain on line and fully functional during the hours of 6.00 AM to 6.00 PM Monday thru Friday; any and all exceptions to this must be approved by the Government or their representative ..

2. The Contractor shall not perform work in tenant or Government-occupied spaces between the hours of 6.00 AM to 6.00 PM Monday thru Friday; any and all exceptions to this must be approved by the Government or their representative

H. Guarantee:

1. The Contractor shall guarantee the following:

2. All new materials, new equipment, apparatus and workmanship shall be free of defective materials and faulty workmanship.

3. All equipment and material will produce the results specified.

4. All systems have been fully tested, adjusted, balanced, and commissioned.

5. The Contractor shall furnish written guarantee to replace all defective work, materials, and services furnished under this Section, at no additional cost to -the Owner, for the warranty period

6. The warranty period shall be one (1) year from date of filing of Notice of Completion or beneficial system usage, whichever comes first

7. The Owner reserves the right to make temporary repairs as necessary to keep equipment in operating condition without voiding the guarantees or relieving responsibility during the guarantee period.

8. The warranty shall not include:

a. Standard maintenance items

b. Repairs or replacement of equipment damaged as a result of misuse, abuse, or lack of proper maintenance.

c. Existing equipment and materials not provided by this contract.

I. Design Criteria:

1. Sound and Vibration Control:

a. Vibration in walls and floors in tenant occupied spaces shall not be perceivable to the touch in any tenant occupied space.

b. The maximum NC level in occupied spaces due to new equipment shall be NC 40 in open offices, corridors, and other non-sensitive spaces, and shall be NC 35 otherwise.

Section 01 00 00, Page 8

J. Security Clearance: Contractor must secure a federal security clearance for each individual who will be working on the project

K. Installation and Workmanship:

1. All equipment and material shall be installed in a neat and workmanlike manner.

2. On closed systems, supplement inhibitor and restore all chemicals to normal operating levels if system is fully or partially drained.

3. Repair all damaged or temporarily removed walls, roofs, roofing, equipment, etc.

4. Follow manufacturer's installation instructions and recommendations.

5. All equipment must be anchored to the building. All hung equipment shall incorporate vibration isolation.

L. Startup: Contractor shall start up all new equipment according to the manufacturers recommended start up procedures and shall provide Start Up Documentation signed by the responsible start up technician.

M. Cleaning:

1. Thoroughly clean all equipment, ducts, etc. free of dust, scale, filings, plaster, grease, oil, paint and other construction debris.

2. All areas where contractor is working including mechanical and electrical rooms and must be left clean and free of debris after every shift.

N. Equipment Identification:

1. Equipment:

a. All mechanical equipment shall be identified by nameplates securely fastened in a clearly visible location to the equipment housing or frame. Nameplates shall include the equipment design plan mark and brief description of the area or system served.

Provide additional nameplates on face of starters or variable speed drives provided under this Section.

b. Nameplates shall be 2-1/2" x 3/4" minimum, either 1/6" thick Bakelite with engraved white core letters and beveled edge, or aluminum with black enameled background and etched or engraved natural aluminum lettering.

c. Manufacturer's nameplate shall be clean and legible and installed in a clearly visible location.

d. Warning Signs: Provide warning signs at all equipment driven by electric motors which are controlled by fully automatic starters, General Industry Safety Orders.

O. Testing, Adjusting, and Balancing:

1. A complete Test, Adjust and Balance (TAB) report is required for the systems. The TAB shall include, but not limited to, setting of speed and volume (flow), adjusting all apparatus provided for systems, recording data, conducting tests, preparing and submitting reports.

Section 01 00 00, Page 9

2. A preliminary TAB Report shall be submitted a minimum of 2 weeks prior to Substantial Completion for review by the Government. All deficiencies noted by the TAB firm shall be listed in the preliminary report. The deficiencies deemed "minor" in nature shall not prevent the project from being deemed "Substantially Complete",

3. All deficiencies identified in the preliminary TAB report prior to Substantial Completion shall be corrected prior to Final Completion. A Final Report, with no deficiencies, shall be submitted by the TAB firm prior to Final Completion for review and verification by the Government and the Project Engineer of Record.

4. The TAB report shall be submitted to the Government prior to Substantial Completion.

5. STANDARD: ASHRAE shall be the governing Standard.

6. TAB CERTIFICATION REQUIREMENTS - EITHER NEBB or MBC

a. A firm certified by the National Environmental Balancing Bureau (NEBB) in the testing, adjusting and balancing disciplines required for the project, complying with NEBB - Procedural Standards for Testing Adjusting and Balancing of Environmental Systems".

b. A firm certified by Associated Air Balance Council (MBC) in the testing, adjusting and balancing disciplines is required for the project. Complying with "MBC National Standards".

7. Sheaves, belts and pulleys shall be adjusted on all fans and fan motors and pumps within the scope of work to ensure fully functional operation ..

8. For new motors with VFDs, test all fans and pumps from 100% speed and adjust as needed for fans to operate within noise and vibration tolerances throughout the full speed range of 0 to 100%.

9. For new constant speed motors, make adjustments to ensure the fan operates at full speed.

10. The pumps shall be aligned after the installation of the VFDs and shall be fully tested from 0 to 100% speed and adjustments made as needed for pumps to operate within noise and vibration tolerances throughout the full speed range of 0 to 100%.

P. Standard AlA Specifications: For parts, materials and products where specifications are not provided in these Bid documents, standard AlA specifications shall apply.

PART 2 PRODUCTS - NONE

PART 3 EXECUTION - NONE

END OF SECTION 01 00 00

Section 01 91 00 Commissioning

Section 01 91 00, Page 1

SECTION 01 91 00 COMMISSIOINING

PART 1 GENERAL

1.01 SECTION SUMMARY

A. This section describes the building systems commissioning process including detailed administrative and procedural requirements covering individual responsibilities, submittals, meetings, documentation, equipment inspections, startup and testing procedures, training, operating and maintenance manuals, and any related work during the Warranty Period.

B. Drawings and general provisions of the Contract, including General and Supplementary Conditions and other sections in Division 1 are fully applicable to this Section, as if repeated herein.

C. Related Sections

1. 23 05 13 – Common Motor Requirements for HVAC Equipment

2. 25 00 00 – Integrated Automation

3. 25 08 00 - Commissioning of Integrated Automation

4. 25 95 00 - Integrated Automation Control Sequences for HVAC

5. 27 13 00 – Fiber Optic Process Control Networks

6. 40 92 49 – Variable Frequency Drives

1.02 REFERENCES

A. ASHRAE:

1. Guideline 0 – 2005: The Commissioning Process.

2. Guideline 4 – 1993: Preparation of Operation and Maintenance Documentation for Building Systems.

1.03 DEFINITIONS

A. Acceptance Phase: Phase of construction after Startup and initial checkout when Functional

Performance Tests, operation and maintenance documentation review and training occurs.

B. Approval: Acceptance that a piece of equipment or system has been properly installed and is functioning in tested modes according to the Contract Documents and Commissioning Plan.

C. Basis of Design (BOD): The documentation of design criteria and assumptions for systems, components, and methods chosen to meet the Owner’s Project Requirements and applicable regulatory requirements.

D. Building Management System (BMS) or Building Automation System (BAS): The automated building system providing control and user interaction with select building systems.

E. Commissioning Authority (CxA): An independent agent hired directly by the owner and not otherwise associated with the Design Professional(s) or the CMR. The CxA assists the CMR

Section 01 91 00, Page 2 with coordinating commissioning and witnesses the commissioning activities on behalf of the owner.

F. Commissioning Issue: A condition that affects, prevents or inhibits commissioning, and must be resolved to complete the commissioning process. Commissioning Issues are documented on the Commissioning Issues Log.

G. Commissioning Issues Log: A log maintained by the CxA listing all Deficiencies and Commissioning Issues documented during the commissioning process. All issues require action, correction and closure, and will be categorized as Open or Closed.

H. Commissioning Plan (Cx Plan): A document that outlines the organization, coordination, allocation of resources, and documentation requirements of the commissioning process.

I. CMR: The Construction Manager at Risk directly contracted to the owner with overall responsibility for the project, and all commissioning activities described. The CMR is responsible for all work within its contract scope, including that of the Installation Contractors.

J. CMR’s Commissioning Coordinator (CxC): Individual designated by the CMR who plans, schedules, directs and coordinates all the CMR’s commissioning activities, and serves as the Commissioning Authority’s (CxA) single point of contact for all administrative and coordination issues.

K. Data Logger: A stand-alone measuring device installed separate from the BMS to monitor and record flow, current, status, pressure, temperature and the likes.

L. Deferred Testing: Any Pre-Functional Check, Test or Functional Performance Testing which cannot be completed when scheduled due to building structure, required occupancy condition or other Deficiency causing delay. CxA and owner must approve deferral of testing.

M. Deficiency: A condition in the installation or function of a component, piece of equipment or system that is not in compliance with the requirements of the Contract Documents. A Deficiency will be considered a Commissioning Issue and documented on the Commissioning Issues Log.

N. Design Professional: The Design Professional(s) responsible for design of each portion of the project being commissioned.

O. Functional Performance Test (FPT): A test of the dynamic function, operation and control sequences of equipment and systems under various modes, such as during low cooling or heating loads, high loads, component failures, unoccupied, varying outside air temperatures, alarm, power failure, etc. The FPTs can include Monitoring or Trending the system performance over time to verify integrated operation and system performance to the fullest extent.

P. Indirect Indicators: Indicators of a response or condition, such as reading from a control system screen reporting a damper to be 100 percent open.

Q. Installation or Installing Contractor: Contractor responsible for construction of a specific division of work.

R. Installation Verification: Field verification and documentation of proper installation of system components prior to Startup. Process is complete when systems are ready for Startup.

Installation Verifications are organized under the System Readiness Checklist (SRC) forms.

S. Manual Test: Using hand-held instruments, immediate control system readouts or direct observation to verify performance (contrasted with analyzing monitored data taken over time to make the observation).

Section 01 91 00, Page 3

T. Monitoring: The recording of parameters (flow, current, status, pressure and the like) of equipment operation using data-loggers or the Trending capabilities of BMS.

U. Non-Compliance: See Deficiency V. Non-Conformance: See Deficiency W. Owner’s Project Requirements (OPR): Written narrative describing the operational, functional, aesthetic, and energy efficiency requirements for the project, and expectations of how the facility will be used and operated, as defined by the owner. This document provides an explanation of the ideas, concepts, goals, criteria, and supporting information that are considered to be important to the owner and is often the documented outcome of the budgeting, programming, and pre-conceptual project phases.

X. Pre-Functional Checks & Tests: Based primarily on the manufacturer’s detailed installation, startup and checkout sheets, these are the various checks and tests performed on a piece of equipment or system after preparing the equipment and system for initial operation. They are typically done to confirm that equipment and individual components are working properly, such as electrical spot measurements on motors, spot flow measurements, pressure testing, pipe flush-out and cleaning, control point-to-point checks, sensor calibration, actuator testing, etc., and include such things as mechanical system test and balance. Pre-Functional Checks & Tests are organized under the System Readiness Checklist (SRC) forms and must be completed prior to Functional Performance Testing.

Y. System Readiness Checklist (SRC): A checklist covering Installation Verification, Startup and Pre-Functional Checks & Tests to conduct and verify proper installation and Startup of the equipment prior to Functional Performance Testing. System Readiness Checklists are essentially a summary checklist, ideally a one-page cover sheet, governing all necessary inspections and procedures to prepare equipment and systems for Functional Performance Testing. CMR/vendor completed Installation Verification, Startup and Pre-functional forms shall be attached to the related SRC.

Z. Percent Sampling: Inspecting or testing only a fraction of the total number of identical or near-identical pieces of equipment such as VAV boxes.

AA. Seasonal Tests: Functional tests that are deferred until conditions closer to design are experienced.

BB. Startup: Initial starting or activating of equipment usually performed by the Installation Contractor.

CC. TAB: Testing, Adjusting, and Balancing or Test and Balance DD. Installation Contractor: Typically a subcontractor to the CMR who provides and installs specific building components and systems.

EE. Test Procedures: The step-by-step process which must be executed to fulfill the Test

Requirements.

FF. Test Requirements: Requirements, indicating what modes and functions shall be tested.

GG. Trending: Monitoring using the Building Management Systems (BMS) to aid in functional testing and verify system operation and performance under actual operating conditions.

HH. Warranty Issues: Operational and outstanding issues and deficiencies identified during the Warranty Period.

Section 01 91 00, Page 4

II. Warranty Period: Warranty Period for the entire project, including components. Refer to General Conditions, Warranty, Guaranty, and Inspection of Work, for Warranty, Extended Guarantees, and Correction Period provisions.

1.04 SYSTEMS TO BE COMMISSIONED

A. This specification section is applicable to the following systems and equipment to be commissioned in this project:

1. Building automation system for:

a. New Fiber Optic and Ethernet Network Equipment and Operations

b. Tridium Fox and BACnet integrations

c. All Air-handling Systems, Exhaust Fans, other HVAC systems

d. Heating Hot Water System and Chilled Water Systems integration

e. All new Lab HVAC systems and controls

f. Building Automation Server, Operator Workstations and Portable Operator Terminal

g. Integration of Lab Controls and new BACnet system

1.05 SUMMARY DESCRIPTION OF COMMISSIONING

A. Commissioning is a systematic process of ensuring that building systems are installed and perform functionally and interactively as intended according to the Owners Operational Requirements (OPR), Basis of Design (BOD), and the requirements of the contract documents.

B. Commissioning during the design phase is intended to achieve the following specific objectives in development of the Contract Documents:

1. Review the OPR and BOD for clarity and completeness. The design team shall update the

OPR and BOD as required.

2. Review Design Documents, prior to mid-phase construction documents completion, for adherence to the OPR and BOD.

3. Incorporate commissioning requirements into the Contract Documents.

4. Verify Commissioning Authority’s (CxA) design review comments are incorporated into subsequent design documents.

C. Commissioning during the construction phase is intended to achieve the following specific objectives according to the Contract Documents:

1. Finalize the Commissioning Plan.

2. Review CMR submittals applicable to the systems being commissioned. This review shall be concurrent with the DP reviews and submitted to the design team and owner.

3. Verify that applicable equipment and systems are installed according to the manufacturer’s recommendations and to industry-accepted minimum standards and that they receive adequate operational checkout and testing by the Installation Contractors.

Section 01 91 00, Page 5

4. Verify and document proper performance of equipment and systems.

5. Verify that operation and maintenance documentation is provided and is complete.

6. Develop a systems manual that provides future operating staff the information necessary to optimally operate the commissioned systems.

7. Verify that the owner’s facilities and operations personnel are trained per the contract document requirements.

D. Commissioning during the warranty phase is intended to achieve the following specific objectives according to the Contract Documents:

1. Perform off-season deferred testing.

2. Review operational issues prior to end of warranty period so that warranty items are identified and corrected.

E. The commissioning process does not take away from or reduce the responsibility of the CMR to provide a finished and fully functioning product. The CMR has overall responsible to assure that all systems are properly tested and commissioned, and that all required commissioning documents are completed and provided to the owner.

1.06 COMMISSIONING TEAM

A. Owner’s Representatives B. Design Professionals (DP).

C. Commissioning Authority (CxA)

D. CMR

E. CMR’s Commissioning Coordinator (CxC) F. Installing Contractors responsible for specific types of systems being commissioned:

1. Mechanical Contractor

2. Electrical Contractor

3. Controls Contractor

1.07 COMMISSIONING PROCESS OVERVIEW

A. The Commissioning Authority (CxA) prepares a Preliminary Cx Plan during the project final design phase. The Cx Plan provides guidance in the execution of the commissioning process.

B. Commissioning during construction begins with a kickoff meeting conducted by the CxA where the commissioning process and systems to be commissioned are reviewed with the commissioning team members, including the CMR and Installation Contractors. The Preliminary Cx Plan is presented and reviewed, and specific requirements are discussed. The CMR will designate the CxC at or before this meeting.

C. The CxA shall review contractor submittals applicable to systems being commissioned for conformance to the BOD and OPR. This review shall run concurrent with DP design reviews and submitted to the Design team and the Owner.

D. As part of normal submittal, the CMR shall submit to the CxA additional equipment documents and forms including manufacturer installation checklists, detailed startup

Section 01 91 00, Page 6 procedures, proposed Pre-Functional Checks & Tests procedures, and equipment warranty information. The CxA reviews these submittal documents and forms for completeness, and may request additional data and uses these documents to develop specific check-lists and test procedures for the equipment and systems to be commissioned.

E. The CxA will update the Cx Plan with equipment specific documentation, check-lists, and test forms.

F. Additional meetings will be conducted throughout construction with Commissioning Team members, as required, to plan, scope, coordinate, and schedule commissioning activities, review documentation, and resolve Commissioning Issues and Deficiencies.

G. The CxA develops System Readiness Checklist (SRC) forms which summarize and track the Installation Verifications, Startup, and Pre-Functional Checks & Tests required for each system and equipment to be commissioned. The CMR shall complete the SRC forms, and include completed Installation Verification, Startup, and Pre-functional Checks and Test forms to document that systems and equipment are ready for operation. The CxC shall submit the completed SRCs and associated documents to the CxA and owner for approval before proceeding to Functional Performance Testing.

H. CxA will perform various inspections and back-checks of the completed Installation Verification forms submitted by the CxC as part of the SRC.

I. Installing Contractors, as directed by the CxC, shall perform Startup, and Pre-Functional Checks & Tests. The CxC shall document completion of the Installation Verification, Startup and Pre-Functional Checks & Tests on the System Readiness Checklists. The CxA will witness select Start-up and Pre-Functional Checks & Tests, and perform a sample number of inspections and back-checks determined to be necessary.

J. The CxA will develop final equipment and system Functional Performance Test (FPT) procedures and forms. These test procedures are submitted to the CMR and Installation Contractors for review and comment.

K. Once systems to be commissioned are verified ready for FPTs by the completion of the SRCs, FPTs are executed by the Installation Contractors under direction of the CxC, and witnessed by the CxA. The FPTs may be achieved by, or any combination of: Manual Testing; Monitoring via the BMS system Trending capabilities; or by stand-alone Data Loggers and analyzing the results.

L. During Installation Verification, Startup, Pre-Functional Checks & Tests, and Functional Performance Testing, all Deficiencies and Commissioning Issues are recorded by the CxA on the Commissioning Issues Log. The CMR and its Installation Contractors shall correct Commissioning Issues and retest the system(s) without delay at no additional cost to the owner.

M. The CMR shall compile and complete the Operations & Maintenance Manuals per the contract documents requirements. The CxA will review for completeness and provide comments to the owner and CMR on the Operation and Maintenance documentation.

N. The CxA will review and provide comment to the owner and CMR on the specified training provided by the Installation Contractors and shall verify that it has been completed.

O. The CxA will review the LEED Systems Manual requirements with the CxC and will provide assistance to the CxC in preparing this document.

P. The CxA will complete the Final Construction Phase Commissioning Report for the owner.

Section 01 91 00, Page 7

1.08 SUBMITTAL REQUIREMENTS FOR COMMISSIONING

A. Normal Submittals:

1. The CxA shall receive from the CMR a copy of approved submittals for equipment and systems to be commissioned.

B. Additional submittal data required for Commissioning shall be submitted to CxA for use in developing the Cx Plan and all commissioning forms:

1. Detailed manufacturer installation and startup manuals with checklists, troubleshooting procedures, operating and maintenance procedures.

2. Installation and checkout materials actually shipped with equipment, including actual field checkout forms to be used by factory or field technicians.

3. Shop drawings including detailed sequences of operation

4. Warranty information

1.09 OPERATING AND MAINTENANCE MANUALS

A. The CMR shall compile Operation and Maintenance Manuals as specified in the contract documents. The O&M manual documents shall be clearly marked to highlight the actual equipment and features installed. In addition, the following shall be included for all systems and equipment commissioned:

1. Specification sections copied from the design documents including any addenda.

2. Approved submittal data, cut sheets and appropriate shop drawings.

3. Manufacturer’s Operation and Maintenance Instructions which shall include:

a. Installation, startup and break-in instructions

b. All starting, normal shutdown, emergency shutdown, manual operation, seasonal changeover and normal operating instructions

c. Operation, Maintenance and Installation instructions originally shipped with the unit.

d. Detailed preventative maintenance and service procedures including a schedule matrix checklist (checked as weekly, monthly, quarterly, etc.)

e. Troubleshooting procedures

f. Parts list, edited to omit reference to items which do not apply

g. Lists of special tools required to service or maintain the equipment

h. Performance data, ratings and curves, etc

i. Warranty documents clearly identifying conditions required to maintained warranty, and specific conditions which may void the warranty

j. Any service contracts issued

4. The BMS Installation Contractor shall include control drawings and detailed sequences of operation for each piece of equipment and its components.

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B. For all systems and equipment commissioned, CxA will review for required content inclusion and completeness, and approve O&M manuals.

C. For all systems and equipment commissioned. Provide a separate “Systems Manual” which focuses on operating rather than maintaining equipment, particularly the interaction between equipment to include the following;

1. The final version of the BOD

2. System single line diagrams

3. As-built “Sequences of Operation”, control drawings and original set points

4. Operating instructions for integrated building systems

5. Recommended schedule of maintenance requirements and frequency if not already included in the project O&M manuals

6. Recommended schedule for retesting of commissioned systems with blank test forms from the original Commissioning Plan

7. Recommended schedule for calibrating sensors and actuators

1.10 RESPONSIBILITIES

A. General:

1. The Commissioning Team and all others involved in the commissioning process shall follow the Commissioning Plan, attend commissioning kickoff meeting, and additional commissioning meetings as necessary.

B. Commissioning Authority (CxA)

1. The primary role of the CxA is to organize and lead the commissioning team, to develop the Commissioning Plan, and assist the CxC in coordination and execution of the commissioning process.

2. Provide a 50% design review of the BOD, OPR, and CD design documents and back check the review comments.

3. Prepare the Cx Plan and work with the Owner and CMR to schedule commissioning activities.

4. Review submittals for compliance with the Cx Plan and the need for developing commissioning forms.

5. Convene commissioning team meetings, prepare meeting agendas and distribute meeting minutes.

6. Perform inspections and back-checks of CMR completed Installation Verification.

7. Observe and inspect system and equipment installation, start-up, checkout, and testing for compliance with the OPR, BOD, and Contract Documents, review completion of commissioning documentation, and record any Deficiencies and Commissioning Issues on the Commissioning Issues Log.

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8. Review and comment on Operation and Maintenance documentation and training plans.

9. Assist the CxC in developing the LEED Systems Manual

10. Assemble the commissioning documents and include in a Commissioning Report.

11. The CxA is not responsible for:

a. Design concept or design criteria

b. Review for code compliance

c. Design and construction scheduling

d. Cost estimating

e. Construction management

f. Providing tools and test equipment used for commissioning and data collection

g. Scheduling Startup or Functional Performance Testing

h. Coordinating the work of Installation Contractors, vendors and any special testing agents

i. Performing Pre-functional checks and tests, Startup and Functional Performance Tests

C. CMR:

1. CMR is responsible for all commissioning tasks to be performed, including tasks assigned to Installation Contractors. The CMR shall ensure that all commissioning responsibilities are assigned to and completed by competent personnel.

2. Include the cost for the CMR and Installation Contractor’s support of the commissioning process in the Guaranteed Maximum Price.

3. Schedule and coordinate the commissioning kickoff meeting and other selected meetings with the CxA to facilitate the commissioning process.

4. Plan, schedule, coordinate and facilitate the commissioning work performed by CMR and Installation Contractors. Provide sufficient lead-time and notify CxA well in advance of commissioning activities. Update the master construction schedule periodically with commissioning progress and required activities.

5. Review, comment and accept the Cx Plan prepared by the CxA.

6. Furnish a copy of the construction documents, addenda, change orders, approved submittals, and shop drawings related to commissioned systems to the CxA.

7. Include requirements for submittal data, installation manuals, Operation and Maintenance data, commissioning tasks, and training in each purchase order or subcontract written for commissioned systems.

8. Ensure that all Installation Contractors execute commissioning responsibilities according to the Contract Documents, Cx Plan, and schedule.

Section 01 91 00, Page 10

9. Using SRC forms, document and certify that all work is complete and systems are installed and operational according to the Contract Documents, including calibration of instrumentation and controls.

10. Evaluate installation and performance deficiencies identified on the Commissioning Issues Log and any inspection and test reports. Collaborate with Installation Contractors responsible for system and equipment installation and recommend corrective action for Deficiencies. Assure all Deficiencies and Commissioning Issues are resolved.

11. Prepare a training plan. Submit to CxA and owner for review and acceptance. Execute training of owner’s personnel per approved training plan.

12. Prepare Operation and Maintenance Manuals in accordance with the Contract Documents.

13. For all systems commissioned, document Warranty Issues for the owner.

14. Pay additional costs and back-charges for additional CxA services resulting from excessive retests.

D. Installation Contractors:

1. See Section 1.01.C Related Section for reference to other specifications sections for responsibilities relating to specific systems and Divisions. Installation Contractors responsibilities may be re-assigned as seen fit by the CMR.

2. Include and itemize all cost for Installation Contractors commissioning tasks.

3. Provide additional submittal data, installation manuals, manufacturer’s detailed installation checks and startup procedures Operation and Maintenance data, required warranty procedures, and any other requested documentation for equipment and systems to be commissioned.

4. Attend commissioning meetings as directed by the CxC to facilitate the commissioning process.

5. Assign personnel with expertise and authority to act on behalf of the Installation Contractor and schedule them to participate in and perform assigned commissioning tasks.

6. Assist CxA in preparing the Functional Performance Test Procedures, clarifying the operation and control of commissioned equipment where the specifications, control drawings or equipment documentation is not sufficient for writing detailed testing procedures. Review the Functional Performance Test procedures to ensure feasibility, safety and equipment protection, and provide necessary written alarm limits to be used during the tests.

7. Provide owner training for systems commissioned. Submit a training plan for CxA and owner review and approval.

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8. Perform and document Startup and checkout. Complete all Installation Verification and Pre-Functional Checks & Testing documentation clearly and legibly. Provide a copy of all forms to the CxC and CxA as part of completing the System Readiness Checklists.

9. Address Installation Contractor applicable Commissioning Issues Log items and Deficiencies promptly. All installation and Startup and Pre-Functional issues must be resolved before Function Performance Testing can proceed.

10. Coordinate with CxA and perform Functional Performance Testing. Execution of tests shall be witnessed by the CxC and CxA.

11. Assist the CxA in collecting all requested Monitoring / Trending data associated with FPTs.

12. Prepare Operation and Maintenance Manuals according to the Contract Documents, including all additional documentation required by these specifications.

13. Assist CxC in developing criteria for LEED Systems Manual.

14. During construction, maintain as-built red-line drawings and make available for CxA review during the commissioning process.

E. Equipment Suppliers:

1. Provide all requested submittal data, including detailed installation checks, startup and checkout procedures and forms.

2. Assist in equipment testing per any agreements with Installation Contractors.

3. Include in the base bid all special tools and instruments specific for a piece of equipment which are only available from equipment supplier, and required for testing the equipment according to Contract Documents.

4. Provide information and support requested by the CxA regarding equipment sequences of operation and testing procedures.

PART 2 PRODUCTS

2.01 TEST EQUIPMENT

A. All standard testing equipment required to perform Startup, Pre-Functional Checks & Tests and Functional Performance Testing shall be furnished by the Installation Contractor responsible for the equipment and systems being commissioned.

B. Special equipment, tools and instruments (only available from the vendor, specific to a piece of equipment) required for testing equipment shall be included in the base bid price, and turned over to the owner at project completion.

C. All testing equipment shall be of sufficient quality and accuracy to test and/or measure system performance with the tolerance specified in the Contract Documents. If not otherwise specified, the following minimum requirements apply:

1. Temperature sensors and digital thermometers shall have a certified calibration within the past year to an accuracy of 0.5 degree F and a resolution to + or – 0.1 degree F.

Section 01 91 00, Page 12

2. Pressure sensors shall have an accuracy of + or – 2.0 percent of the value range being measured (not full range of meter) and have been calibrated within the last year.

3. All equipment shall be calibrated according to the manufacturer’s recommended intervals and recalibrated when…