RFP 24-01 - Deming PS Columbus and Memorial HVAC - Addendum #2 - 01-05-2024.pdf

RFP 24-01 Deming PS Columbus and Memorial HVAC – ADDENDUM #2 Page | 1

ADDENDUM #2

January 5, 2024

OWNER: PROJECT:

Board of Education Columbus ES HVAC Replacement Deming Public Schools Memorial ES HVAC Replacement And Re-Roof

CO-OWNER: REQUEST FOR PROPOSAL NUMBER:

New Mexico Public School Facilities 24-01 Authority

PSFA PROJECT NUMBER:

DESIGN PROFESSIONAL: S24-001 and S24-002 RBM Engineering/AKS Architecture, P.C.

This Addendum forms a part of the Contract Documents and modifies the original Specifications and Drawings dated September 27 and December 14, 2023. Please acknowledge receipt of this Addendum in the space provided in the Bid Forms. Failure to do so may subject the Bidder to disqualification.

I. GENERAL INFORMATION:

A. Bid Lot #1 – Volume 1 – Columbus ES; HVAC Testing, Adjusting, Balancing contractor shall be by/provided by Deming Public Schools. Refer to attached 23 05 093.2 Specification added in this addendum. Bid Lot #2 – Volume 2 – Memorial ES; HVAC Testing, Adjusting, Balancing contractor shall be by/provided by contractor, refer to original TAB 23 05 93 specification in project manual.

B. Bid Lot #1 – Volume 1 – Columbus ES: HVAC TAB for existing outside air supply fans and existing exhaust/relief fans to only include “measurement” during final TAB work. No adjusting/balancing required for existing equipment.

C. Bid Lot #1 – Volume 1 – Columbus ES: existing outside air supply fan and existing exhaust/relief fan shall be checked by mechanical contractor for proper operation and clean/lubricate fan wheel and bearing of dirt and debris.

D. Owners’ Performance Assurance Contractor (PAC) shall be applicable to both projects.

Refer to attached 23 08 10 Specification added in this addendum.

E. Memorial ES Clarification: A portion of the existing school (south 8-classroom addition) already provided with BAS “Automated Logic” system. New AC’s shall be connected to existing system.

F. Memorial ES Clarification, the existing school is already provided with York packaged rooftops. New scheduled York units to match existing structural framing and duct configurations. Any different manufactured units with different footprint and duct connections shall be required to be structurally supported and include new duct reconfiguration, no curb adapters.

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G. Columbus ES Clarification, existing school already provided with BAS “Automated Logic” system. New AC work shall be connected to existing system.

H. Typical for both projects, rooftop AC’s and HP’s to be provided with factory mounted BAS interface modules. “Automated Logic” system shall use modules to interface with their system.

I. CO2 sensors shown/called out for Columbus ES to be new and to replace existing.

II. PRIOR APPROVALS:

A. Carrier Packaged Air Conditioners Carrier-Toshiba Variable Refrigerant Flow Systems

B. Trane Packaged Air Conditioners Trane-Mitsubishi Variable Refrigerant Flow Systems

III. SPECIFICATIONS:

A. Request for Proposal:

1. Section III.B Number of Copies of Responses – revise the following clarification issued in

Addendum #1 to read as follows:

“Clarification: Subcontractor Listing Forms 00 43 34 and 00 43 36 are required to be included in the original Technical Proposal that is to be submitted at 2:00 p.m. on January 9, 2023. The original Subcontractor Qualification Packages, the four (4) identical hard copies of the Subcontractor Qualification Packages, the four (4) identical hard copies of the required listing forms noted above, and the USB flash drive can be submitted within the 24-hour time period, but no later than 2:00 PM MST on January 10, 2023. As required by the RFP, the original Technical Proposal, the four (4) identical hard copies of the Technical Proposal, and the Price Proposal are due by 2pm on January 9, 2024.

B. Section 23 05 93.2: “PSFA TAB” shall be added to project manual (for Columbus ES).

C. Section 23 08 10: “Performance Assurance for HVAC” shall be added to project manual (for both projects).

D. Section 23 81 46: “Air to Air Heat Pump” shall be added to project manual.

E. Section 23 81 00: Rooftop units to be provided with hinged tool-less access panels.

IV. CONTRACTOR QUESTIONS – ELECTRICAL:

A. Is Coyote Cabling the only special systems subcontractor that will be allowed to bid on the special systems? Please advise.

RBM Engineering Response: For both Memorial ES and Columbus ES, Coyote Cabling is not the only District approved vendor. Other approved vendors for special system work to be

RFP 24-01 Deming PS Columbus and Memorial HVAC – ADDENDUM #2 Page | 3 provided and performed for the two schools are Sound and Signal Systems out of El Paso, TX. and Calian IT and Cyber Solutions out of Odessa TX.

B. Are the Special Systems Contractor to be a first tier subcontractor directly under the General Contractor on both projects? Please advise.

RBM Engineering Response: Correct. The Special Systems Contractor shall be a first tier subcontractor directly under the General Contractor for both Memorial ES and Columbus ES HVAC upgrade projects at hand.

C. Once the lay-in or sheetrock ceilings are opened up, who is responsible for supporting the old conduit and cabling per the latest codes? Lately this has been a large problem when the inspectors see what has occurred over the years. Please advise.

RBM Engineering Response: For existing special system conduit and cabling work, the selected special systems contractor for the project will be responsible for properly supporting the systems as required per code, if need be. For existing electrical conduit and wire work, the selected electrical contractor for the project will be responsible for properly supporting the systems as required per code, if need be. This applies for both Memorial ES and Columbus ES HVAC projects at hand.

D. Some places on the plans show that the new HVAC units will be furnished with integral disconnect switches. Other places discuss providing new separate disconnects for the new HVAC units. Can this please be clarified?

RBM Engineering Response: At Memorial ES, All new ACU’s scheduled to be installed on the project will be provided with an integral disconnect and an integral convenience outlet.

As for Columbus ES, only ACU-3 and -4 will be provided with an integral disconnect and integral convenience outlet. The electrical contractor will be responsible for providing a disconnecting means for all VRF outdoor condenser units scheduled, indoor air handler units scheduled, VRF indoor evaporator units scheduled, and module control boxes scheduled on the project.

E. Note #1 on Sheet ED101 for the Memorial project discusses using the existing conduit and conductors up to the HVAC units. Note #2 on Sheet E101 seems to require new conduit and wiring. Can this please be clarified?

RBM Engineering Response: Refer to descrip�on and explana�on noted below in the Memorial ES Drawings sec�on.

F. Note #1 on Sheet ED101 for the Columbus project discusses retaining the old conduit for reuse as needed to the indoor units. Only the 120V conduit will be needed for the new units. Does the old 480V conduit have to be removed?

RBM Engineering Response: Correct. Regardless of the conduit being low voltage, 120V, and/or 480V, all existing conduit systems not being reused in any fashion, for new units being implemented, shall be removed in their entirety. This means remove complete with boxes, conduit, and wiring back to the point of source unless noted otherwise. Now if existing conduit systems that are not being utilized for new work and are recessed in an existing wall, the conduit system shall be abandoned in place.

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G. On Sheet E104 for the Columbus project RTS remote test switches are shown in every room. We do not find where any duct detectors are shown for most of the small indoor units. Can you please clarify what these RTS switch are for?

RBM Engineering Response: Contractor is correct. Only new units scheduled and required to be provided with a smoke duct detector, shall be provided with a remote test station. Refer to the revised E104 sheet for clarification.

V. DRAWINGS: COLUMBUS ELEMENTARY SCHOOL – VOLUME 1:

A. Sheets A131, A142, and A143:

1. Replace these Sheets with revised Sheets A131R, A142R, and A143R included with this addendum.

B. Sheet M005:

1. Sheet was revised to note DDC control changes.

C. Sheet MD101R:

1. Sheet was revised to indicate existing outside air supply fan and existing exhaust/relief fan be checked by mechanical contractor for proper operation and clean/lubricate fan wheel and bearing of dirt and debris.

D. Sheet M101R:

1. Sheet was revised to indicate IDU 18” tall support stand and return air duct connection on bottom of IDU, Schematic 2/M101.

E. Sheet E104:

1. Sheet was revised to note where remote test stations are to be provided and for which respective units. Refer to revised sheet E104R for more information. Sheet E104R in this addendum shall supersede the original sheet E104 in the contract documents.

VI. DRAWINGS: MEMORIAL ELEMENTARY SCHOOL – VOLUME 2:

A. Sheet AD141:

1. Keyed Note 2.721 – add: “Existing Roofing System Demo Includes The Existing Full Taper

ISO System.” The thickness of the existing system is approx. the same thickness as noted for the new full taper ISO system on Sheet A141.

2. Keyed Note 2.2314 – add to first sentence: “…..To Include Existing Curb”.

3. Keyed Note 7.034 – change to read: “Remove Existing Downspout and prepare area for new work.” Clarification: All existing downspouts and gutter systems to be removed and replaced with new systems.

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4. Keyed Note 7.035 – change to read: “Remove existing gutter system and prepare area for new work.”

B. Sheet A141:

1. Keyed Note 7.034 – change to read: “Install New Downspout. New work to match existing system.”

2. Keyed Note 7.503 – change last sentence to read: “See Roof Plan For Approximate Thickness of New Full Taper ISO System.”

3. Keyed Note 7.708 – change to read: “Install New Gutter System. See Detail 1/A501.”

4. Keyed Note 7.602 – change to read: “Flash All V.T.R, Stacks, Conduit Penetrations, Refrigerant Lines, and Similar Items. See Typical Roof Flashing Details 9,10,11 on Sheet A501.”

5. Keyed Note 7.704 – change Detail Reference from “6/A501” to “5/A501”.

C. Sheet A501:

1. Detail 13: change detail note “Existing Curb” to “New Curb”.

2. Detail 13: change detail note “New TPO Roofing Flashing Up Over Wall” to “New PVC

Flashing Over Curb”.

D. Sheet M101R:

1. Sheet was revised to note DDC controls changes.

E. Sheet ED101:

1. Add the following to the end of Keyed Note 1: “See Demolition Detail 2/E101”.

F. Sheet ED102:

1. Keyed Note 2 only applies to ACU-3, -4, -12, -14, -15, and -28. These are the (6) HVAC units that are changing from 208V to 480V. These (6) HVAC units require new branch circuits.

2. Add Keyed Note 10. Keyed Note 10 applies to all HVAC units except ACU-3, -4, -12, -14, - 15, and -28. All other existing 480V HVAC units are just to be disconnected and reconnected per detail 3/E101.

New Keyed Note 10: “EXISTING ROOFTOP UNIT IS SCHEDULED TO BE REMOVED IN ITS

ENTIRETY AND REPLACED WITH A NEW ROOF TOP UNIT OF LIKE SIZE. CONTRACTOR

SHALL DISCONNECT POWER TO THE UNIT DISCONNECT AND OUTLET. MAINTAIN

CIRCUITS IN THE CEILING SPACE FOR RECONNECTION TO NEW. SEE DEMOLITION DETAIL

RFP 24-01 Deming PS Columbus and Memorial HVAC – ADDENDUM #2 Page | 6

2/E101. COORDINATE ALL POWER OUTAGES WITH THE SCHOOL DISTRICT FACULTY

PRIOR TO ANY WORK.”

G. Sheet E101:

1. Change Keyed Note 2 to read as follows:

“SEE DETAIL 3/E101 FOR NEW CONDUIT WORK AT THE LOCATION OF THE REPLACED

ACU. NEW CONDUIT AND WIRE SHALL MATCH EXISTING CONDUIT AND WIRE SIZES.

CONDUIT SHALL BE INSIDE THE ROOF CURB. NO EXCEPTIONS”

2. Change Detail Keyed Note 3 to read as follows:

“PROVIDE J-BOX AT THIS LOCATION FOR EXTENSION OF NEW CONDUIT AND WIRE

FROM EXISTING CONDUIT IN CEILING SPACE. SPLICE NEW WIRING TO THE EXISTING

WIRING IN THE J-BOX SHOWN.”

VII. ATTACHMENTS:

A. Specification Section 23 05 93.2 “PSFA TAB” (for Columbus ES) B. Specification Section 23 08 10 “Performance Assurance for HVAC” (for both schools) C. Specification Section 23 81 46 “Air to Air Heat Pump” (for Columbus ES) D. Architectural Sheets A131R, A142R, and A143R (Columbus ES) E. Sheet M005R (Columbus ES) F. Sheet MD101R (Columbus ES) G. Sheet M101R (Columbus ES) H. Sheet E104R (Columbus ES) I. Sheet M101R (Memorial ES)

END OF ADDENDUM #2

New Mexico Public School Facilities Authority 1312 Basehart Rd. SE, Suite 200

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TEST, ADJUST, AND BALANCE GUIDE SPECIFICATION

SECTION 23 0593

TESTING, ADJUSTING AND BALANCING

PART 1 GENERAL

1.01 REQUIREMENTS

A. Testing and balancing of the mechanical systems and associated controls shall be under the direction and coordination of the owner. Test and Balance (TAB) Services shall be responsible for coordination, supervision, execution, furnishing the data required by the test procedures, and report preparation for the testing, adjusting, and balancing requirements outlined in this Section.

B. TAB will be provided by the Owner’s TAB Services Contractor and paid for by the Owner.

This Section serves to clarify the responsibilities of the Contractors, and the Owner’s TAB Services Contractor.

C. During the testing, adjusting, and balancing work, the Owner’s TAB Services Contractor may identify issues or recommended corrective measures. These will be compiled in the Installation Issues Log maintained by the PAC and RFIs will be created by the PAC as appropriate. The Construction Stage Deficiency Log will be promulgated to responsible parties via the Owner’s Representative and the Architect. IMPLEMENTATION OF

CORRECTIONS SHALL BE PERFORMED BY THE CONTRACTOR AT NO

ADDITIONAL CHARGE. If the Contractor believes recommended corrections are beyond the scope of work specified in the contract, it shall be the Contractor’s responsibility to request and receive written change order authorization through the Owner’s established process prior to undertaking those recommended corrections.

D. The General Contractor shall provide services of a qualified manufacturer’s representative of the Direct Digital Control or Building Automation Systems and qualified representatives of the mechanical and electrical subcontractors as required for the TAB work and THE SUB-

CONTRACTORS SHALL INCLUDE COST FOR THE CONTRACTOR’S TESTING,

ADJUSTING, AND BALANCING REQUIREMENTS IN HIS CONTRACT PRICE.

SERVICES OF THE TAB AGENCY SHALL BE PROVIDED BY THE OWNER AND

ARE NOT PART OF THE CONTRACT PRICE.

E. Mechanical system installation, start-up, initial testing, the preparation of Operation and Maintenance Manuals, and operator training are the responsibility of the General Contractor.

The testing, adjusting, and balancing requirements in this Section do not relieve the General Contractor from the obligations to complete all portions of the work in a satisfactory and fully operational manner.

F. The Owner’s TAB Services Contractor shall include the following in its Scope of Work:

1. Perform Testing and Balancing of the HVAC and Control Systems. Testing to follow successful completion of the PAC's Pre-Functional and Start-Up Checklists.

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1.02 RELATED WORK SPECIFIED ELSEWHERE

A. The general provisions of the Contract, including General Conditions, Supplementary General Conditions (if any), and General Requirements apply to the work specified in this Section.

B. [ ______ ] General Mechanical Requirements

C. 23 0810 Performance Assurance for HVAC

D. (NOTE to Design Professional: INSERT sequentially each Specification Section number that includes equipment subject to testing, adjusting and balancing)

1.03 REFERENCES

A. AABC – National Standards for Total System Balance

B. ASHRAE 111 – Practices for Measurement, Testing, Adjusting, and Balancing of Environmental Systems

C. NEBB – Procedural Standards for Measurement, Testing, Adjusting, and Balancing of Environmental Systems

D. SMACNA – HVAC Systems Testing, Adjusting, and Balancing

1.04 SUBMITTALS BY OWNER’S TAB SERVICES CONTRACTOR

A. Field Reports indicating deficiencies in systems that would prevent proper testing, adjusting, and balancing of systems and equipment to achieve specified performance.

B. Report forms or outlines indicating adjusting, balancing, and equipment data required. Submit prior to commencing work.

C. Test Reports including data on forms containing information indicated in Schedules.

D. Draft copies of TAB Report for review prior to Substantial Completion of Project.

E. Copies of final TAB Report.

F. Provide submittals and reports to PAC for transmittal to Owner’s Representative and Architect/Engineer.

G. Provide two (2) reports in letter size, 3-ring binders with index page, indexing tabs, and with cover identification at front and side. One (1) Electronic Copy in PDF Format. Include set of reduced drawings with air outlets and equipment identified to correspond with data sheets, and indicating thermostat/temperature sensor locations.

1.05 QUALITY ASSURANCE

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A. Perform total system balance in accordance with NEBB Procedural Standards.

1.06 SEQUENCING

A. Sequence TAB work in conjunction with work by the Contractor. TAB work and milestones shall be incorporated in the General Contractor’s Construction Schedule.

B. Sequence TAB work to commence after completion of systems. TAB work shall be completed as a prerequisite for Substantial Completion of the Project.

PART 2 PRODUCTS

Not Used

PART 3 EXECUTION

3.01 AGENCIES

A. The General Contractor will be responsible for coordination, supervision, execution, and report preparation for the testing, adjusting, and balancing requirements of this Section in coordination with the Owner’s Independent Performance Assurance Contractor.

3.02 SYSTEM READINESS

A. The General Contractor shall verify that systems are installed, complete and operable before the commencement of TAB work. The General Contractor and the Owner’s Independent Performance Assurance Contractor, shall insure the following conditions:

1. Systems are started and operating in a safe and normal condition.

2. Direct Digital Control System and temperature controls are installed complete and operable including verification of proper end device operation and installation of required software and programming.

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

4. Final filters are new and in place.

5. Coil fins are clean and combed if needed

6. Duct systems are clean of debris.

7. Fans are rotating correctly

8. Motors and bearings are properly lubricated.

9. Any excessive vibration has been corrected.

10. Fire/Smoke and volume dampers are in place, open, and operating properly.

11. All ductwork connections are complete, access doors are closed, and duct end caps are in place.

12. Air outlets are installed and connected.

13. Duct system leakage is minimized per the Specifications.

14. Water systems have been flushed, refilled, and vented.

15. Strainers or filters are in place and clean.

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16. Control valves, check valves, and flow meters are installed and operating properly.

17. All manual valves, balancing devices, and control valves are open.

18. Pump rotation is correct and water is flowing.

19. System make-up water pressure is properly adjusted.

NMPSFA Approved Pre-Functional Checklist forms to verify the readiness of systems for TAB work are provided following the end of this Section. The General Contractor shall have personnel with direct knowledge complete the individual checklists to verify that systems are installed, complete and operable prior to the commencement of TAB work. These checklists do not replace any manufacturer-recommended procedures.

B. Prior to commencement of TAB work, the General Contractor shall submit a written request to the Owner, including completed Pre-Functional Checklists forms for mechanical inspection of the project. This inspection shall be conducted by a duly appointed representative of the Mechanical Engineer’s office, the Mechanical Contractor’s Superintendent, and the Owner’s PAC Services Contractor. The inspection shall establish to the satisfaction of all parties that the systems are ready for testing and balancing.

C. Prior to commitment of TAB work, the General Contractor and PAC Contractor shall submit completed documentation of successful Manufacturer’s Start-Up of equipment and systems associated with TAB Services.

D. If the Owner’s PAC and TAB Services Contractor finds that systems are not ready for TAB, the General Contractor will be subject to charges for the Owner’s TAB Services Contractor’s lost time and expenses.

3.03 PREPARATION

A. The Owner’s TAB Services Contractor shall provide necessary calibrated instruments required for testing, adjusting, and balancing operations. The Owner’s TAB Services Contractor shall make instruments available to Architect/Engineer to facilitate spot checks during testing.

B. Additional balancing devices, if required, shall be furnished and installed by Mechanical and Controls Contractors

3.04 INSTALLATION TOLERANCES

A. Air Handling Systems: Adjust to within plus or minus 10 percent of design conditions for supply systems and within plus or minus 10 percent of design conditions for return and exhaust systems.

B. Air Outlets and Inlets: Adjust total to within plus or minus 10 percent of design conditions to space. Adjust outlets and inlets in space to within plus or minus 10 percent of design conditions.

C. If tested air quantities are not within the required limits, the Contractor must replace fan pulleys, sheaves, belts, or add balancing dampers, etc. as required to meet the Specifications.

If acceptable to Contractor, TAB Agency may install replacement pulleys, sheaves, or belts as required to meet the Specifications. Installation of pulleys, sheaves, or belts by TAB Agency shall have no effect on Contractor’s warranty.

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D. Water: Adjust to within plus or minus 10 percent of design conditions.

3.05 ADJUSTING BY OWNER’S TAB SERVICES CONTRACTOR

A. Ensure recorded data represents actual measured or observed conditions.

B. Permanently mark settings of valves, dampers, and other adjustment devices to allow settings to be restored. Set and lock memory stops.

C. After adjustments, take measurement to verify balance has not been disrupted or that such disruption has been rectified.

D. Leave systems in proper working order, replace belt guards, close access doors, close doors to electrical switch boxes, restore thermostats to specified settings, and restore Direct Digital Control System to normal operation.

E. At Final Inspection, recheck random selections of data recorded in report. Recheck points or areas as selected and witnessed by the Owner.

3.06 PROCEDURE BY OWNER’S TAB SERVICES CONTRACTOR

A. Air Handling and Distribution Systems

1. Adjust air handling and distribution systems to provide required or design supply, return, and exhaust air quantities at site altitude.

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

3. The total air volume handled by the system shall be determined by means of a Pitot tube and draft gauge. The total air delivered by each duct shall be measured by Pitot tube traverses.

4. The average velocity in the duct shall be determined by velocity readings which are taken in the center of equally divided areas in the cross section of the duct. The number of areas in which velocity readings are to be taken is determined by the size of the duct, based on a maximum size of equally divided areas of 8 inches.

5. Measure air quantities at air inlets and outlets. The volume dampers, pressure controllers, outlets and other devices shall be adjusted so the air volumes will be as shown on the drawings.

6. Adjust distribution system to obtain uniform space temperatures free from objectionable drafts and noise.

7. Use volume control devices to regulate air quantities only to the extent that adjustments do not create objectionable air motion or sound levels. Effect volume control by duct internal devices such as dampers and splitters.

8. Vary total system air quantities by adjustment of fan speeds. Provide drive changes required. Vary branch air quantities by damper regulation.

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9. Provide system schematic with required and actual air quantities recorded at each outlet or inlet.

10. Measure air static pressure conditions on air supply units, including filter and coil pressure drops, and total pressure across the fan. Make allowances for 50 percent loading of filters.

11. Adjust outside air automatic dampers, outside air, return air, and exhaust dampers for design conditions.

12. Measure temperature conditions across outside air, return air, and exhaust dampers to check leakage.

13. Where modulating dampers are provided, take measurements and balance at extreme conditions.

14. Measure building static pressure and adjust supply, return, and exhaust systems to provide required relationship between each to maintain approximately 0.05 inches positive static pressure near the building entries.

15. On completion of the test the Owner’s TAB Services Contractor shall prepare a typewritten report showing the tested values for inclusion in the Final HVAC and Controls Performance Assurance Report. This report shall include all flows, temperatures, temperature drops, and motors for the plumbing and mechanical systems.

The CFM of each supply outlet with corresponding room number shall be included. This report shall include the fan RPM, nameplate data, the voltage and amperage readings of the fan motors, and the fan suction and discharge static pressure.

B. Water Systems

1. Verify systems have been flushed clean, strainers and filters are in place and clean, and that the system has been refilled and vented.

2. Verify that Contractor has installed all temperature and pressure test plugs as required to obtain a thorough flow test.

3. Balance all water flows using pump curve data. Balance all chilled water coils, hot water coils, heat exchangers, cooling towers, boilers, and chillers to specified flow rates.

4. Provide air and water entering and leaving conditions on all equipment.

5. Record pump flow rates, pressures, running amperage, and full load amperage at design flow and shut off conditions.

3.07 SCHEDULES BY OWNER’S TAB SERVICES CONTRACTOR

A. Equipment Requiring Testing, Adjusting, and Balancing:

1. Air Handling Units

2. Fans

3. Air Filters

4. Air Inlets and Outlets

5. Heating System Pumps and Water Flows

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6. Direct Digital Control System

7. Building Automation System

B. The Owner’s TAB Services Contractor’s report shall contain all test, adjustment, and balance data and information on any discrepancies from the specifications or design conditions. The following should be included as a minimum:

1. Title Page

a. Name of Owner’s TAB Services Contractor

b. Address of Owner’s TAB Services Contractor

c. Telephone Number(s) of Owner’s TAB Services Contractor

d. Project Name

e. Project Location

f. Project Architect

g. Project Engineer

h. Project Contractor

i. Project Altitude

j. Report Data

2. Summary Comments

a. Final Performance versus Design

b. Notable characteristics of systems

c. Identify any instances where the actual control sequence of operation varies from the designed and submitted sequences.

d. Summary of outdoor and exhaust air flows to indicate amount of building pressurization

e. Nomenclature used throughout report

f. Test conditions

3. Instrument List

a. Instrument Used

b. Manufacturer

c. Model Number

d. Serial Number

e. Calibration Date

4. Electric Motors

a. Manufacturer

b. Model/Frame

c. HP/BHP

d. Phase, voltage, amperage, nameplate, actual, no load

e. RPM

f. Service factor

g. Starter size, rating, heater elements

h. Sheave make, size, bore (as installed and any replacement)

5. V-Belt Drive

a. Identification/Location

b. Required driven RPM

c. Driven sheave diameter and RPM (as installed and any replacement)

d. Belt size and quantity

e. Motor sheave diameter and RPM (as installed and any replacement)

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6. Air Moving Equipment

a. Location

b. Manufacturer

c. Model Number

d. Serial Number

e. Supply air flow - specified and actual

f. Return air flow - specified and actual

g. Outside air flow - specified and actual

h. Total external static pressure – specified and actual

i. Inlet pressure

j. Discharge pressure

k. Sheave - make/size/bore (as installed and any replacement)

l. Belts - make/size/quantity

m. Fan RPM

7. Return Air/Outside Air Data

a. Identification/location

b. Design air flow

c. Actual air flow

d. Design return air flow

e. Actual return air flow

f. Design outside air flow

g. Actual outside air flow

h. Return air temperature

i. Outside air temperature

8. Exhaust Fan Data

a. Location

b. Manufacturer

c. Model Number

d. Serial Number

e. Air flow - specified and actual

f. Total external static pressure – specified and actual

g. Inlet pressure

h. Discharge pressure

i. Sheave - make/size/bore (as installed and any replacement)

j. Belts - make/size/quantity

k. Fan RPM

9. Duct Traverse

a. System zone/branch

b. Duct size

c. Area

d. Design velocity

e. Design air flow

f. Test velocity

g. Test air flow

h. Duct static pressure

i. Air Temperature

j. Air correction factor

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10. Water Systems

a. Location

b. Pump Manufacturer

c. Pump Model Number

d. Pump Serial Number

e. Water flow - specified and actual

f. Total pressure – specified and actual

g. Suction pressure

h. Discharge pressure

i. Full load amperage at design flow and shut off conditions

11. Vibration Test (by Owner’s TAB Services Contractor if required by Owner)

a. Location of points

ii. Fan/pump bearing drive end

iii. Fan/pump bearing opposite end

iv. Motor bearing drive end

v. Motor bearing center (if applicable)

vi. Motor bearing opposite end

vii. Casing bottom or top

viii. Casing side

ix. Duct after flexible connection (discharge)

x. Duct after flexible connection (suction)

b. Test readings

i. Horizontal - velocity and displacement

ii. Vertical - velocity and displacement

iii. Axial - velocity and displacement

c. Normally acceptable readings, velocity and acceleration

d. Unusual conditions at time of test

e. Vibration source if non-complying

12. Life Safety Systems

a. The Contractor shall be required to demonstrate satisfactory operation of Life Safety Controls and Smoke Damper operation to the Test and Balance Agency unless the appropriate Authority Having Jurisdiction requires separate verification by the local Fire Marshal.

(NOTE to Design Professional: The Construction Checklists that follow are examples only. Insert Construction Checklists provided by Owner’s Performance Assurance Contractor for specified equipment types at the end of this Section.)

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New Mexico Public School Facilities Authority

1312 Basehart Rd. SE, Suite 200 Albuquerque, NM 87106-4368

Pre-Functional Checklist

AIR HANDLING UNIT: AHU-XXX

PROJECT:

PROJECT NUMBER:

REPORT ID:

EQUIPMENT DESCRIPTION: Air Handling Unit

TAG NO: AHU-XXX

LOCATION:

This Pre-Functional Checklist is used during the Performance Assurance Process to insure the correct equipment is delivered, installed and properly started in preparation for Functional Testing of related building systems. This checklist does not take the place of the Manufacturer’s recommended checkout and startup procedures.

This Checklist is divided into 4 Sections and is to be completed by the Contractor in 4 separate steps. When completing each Section, be sure to check and initial EACH line item as being completed. Each Section’s items must ALL be checked complete and initialed before the form is submitted to the PAC. Any item which does not apply can be marked as “N/A” in the initial section. If this form is not used for documenting, one of similar rigor shall be used.

This filled-out checklist has been reviewed with the exceptions noted below.

COMMENTS:

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SECTION 1 – EQUIPMENT DELIVERY:

The Contractor shall complete Section 1 of this form when the equipment is delivered to the site. The purpose is to record the actual design parameters listed below along with the checklist items as indicated. Should there be any discrepancy between the Actual and the Submitted information, or any item be checked incomplete, the Contractor shall immediately notify the PAC and RFM.

DESIGN PARAMETERS:

Parameter Designed Submitted Actual

Make Model Serial #

Supply Fan Air Flow X,XXX CFM OSA Min X,XXX CFM ESP X.XX in w.g.

Fan RPM XXXX RPM Motor HP XX HP Voltage XXXV / X /XXhz

Return Fan Air Flow X,XXX CFM ESP X.X in w.g.

Motor HP X.X HP Voltage XXXV / X /XXhz

Cooling Coil Capacity (Total) XXX.X MBH Capacity (Sensible) XXX.X MBH Entering DBT/WBT XX/XX °F Leaving DBT/WBT XX/XX °F Entering Water XX °F Leaving Water XX °F

Heating Coil Capacity (Total) XXX.X MBH Capacity (Sensible) XXX.X MBH Entering DBT/WBT XX/XX °F Leaving DBT/WBT XX/XX °F Entering Water XX °F Leaving Water XX °F

Filters Pre-Filters Merv XX Final Filters Merv XX

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CHECKLIST ITEMS:

Initial Complete Description Yes / No All related submittals approved by A/E Yes / No O&M data provided to PAC agent Yes / No Equipment thoroughly inspected for physical damage Yes / No The air openings are sealed with durable plastic

Yes / No The water openings are sealed with plastic plugs

Yes / No Roof curb installed and dimensions verified Yes / No Power supply voltage and phase correct

COMMENTS:

The checklist items of SECTION 1 are all successfully completed…………………….___YES ___NO

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SECTION 2 – EQUIPMENT INSTALLATION:

The Contractor shall complete Section 2 of this form when the installation of the equipment is being performed. The purpose of this Section is to insure the equipment is installed to the Project Design and the Manufacturer’s recommendations. Immediately notify the PAC and RFM should any item be checked incomplete.

CHECKLIST ITEMS:

Initial Complete Description

General Installation Check

Yes / No All access door latches are operational

Yes / No All components are present and in the proper sequence

Yes / No Installation and startup manual in checklist envelope Yes / No Unit identification tags are affixed Yes / No The heating coil surface area is free of damage Yes / No The cooling coil surface area is free of damage Yes / No Location and dimensions of pad or curb verified Yes / No Proper clearances around pad/curb verified Yes / No All shipping and installation materials removed

Yes / No Maintenance access acceptable for unit and components

Yes / No Casing condition good: no dents or leaks

Yes / No Door and door frame gaskets installed access doors close tightly

Yes / No Vibration isolation equipment installed & released from shipping locks

Yes / No Seismic restraints installed at fan(s) and not short circuiting

Yes / No Filters installed and filter frames are gasketed Yes / No VFDs installed in NEMA 3R enclosures

Valves, Piping and Coils Check (Immediately around unit. See full piping checklist)

Yes / No Pipe fittings complete and pipes properly supported Yes / No Piping properly labeled Yes / No Piping properly insulated Yes / No Strainers in place and clean Yes / No Piping system properly flushed Yes / No No leaking apparent around fittings Yes / No All coils are clean and fins are in good condition Yes / No All cond. drain pans clean and slope to drain, per spec Yes / No Dedicated roof receptor for condensate Yes / No Valves properly labeled

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Initial Complete Description

Yes / No Valves installed in proper direction Yes / No Flanges or unions installed for coil removal Yes / No Air vents for each coil installed Yes / No Coil drain valves for each coil installed Yes / No P/T plugs installed per drawings

Yes / No Instrumentation installed according to drawings and details

Fans and Dampers Check Yes / No Supply fan and motor alignment correct Yes / No Supply fan belt tension and condition good

Yes / No Supply fan protective shrouds for belts in place and secure

Yes / No Supply fan area clean Yes / No Supply fan and motor properly lubricated Yes / No Return fan and motor aligned Yes / No Return fan belt tension and condition good

Yes / No Return fan protective shrouds for belts in place and secure

Yes / No Return fan area clean Yes / No Return fan and motor lube lines installed and lubed Yes / No All dampers close tightly Yes / No All damper linkages have minimum play

Yes / No Smoke and fire dampers installed properly per contract documents (proper location, access doors, appropriate ratings verified)

Yes / No Smoke and fire dampers are open

Ductwork Check (Immediately around unit. See full air distribution checklist)

Yes / No Sound attenuators installed

Yes / No Flex between duct and unit installed and in good condition

Yes / No Insulation installed per specifications Yes / No Duct joint sealant properly installed Yes / No No apparent severe duct restrictions

Yes / No OSA intake located away from pollutant sources and exhaust outlets

Electrical Check Yes / No Permanent power verified Yes / No Premium efficiency motors verified

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Initial Complete Description

Yes / No Power disconnects in place and labeled

Yes / No All electric connections tight (Torque setting

Yes / No Proper wire type and size confirmed (Wire Type ________ Size ______)

Yes / No Proper grounding installed for components and unit

Yes / No Point to Point, Voltage Checks, and Phase Rotation Verified

Yes / No Power outlet provided at unit Yes / No Starter overload breakers installed and correct size Yes / No VFD powered (wired to controlled equipment)

Yes / No VFD interlocked to control system

Yes / No Drive location not subject to excessive temperatures

Yes / No Drive location not subject to excessive moisture or dirt

Yes / No Drive size matches motor size

Yes / No Internal setting designating the model is correct

Yes / No Input of motor FLA represents 100% to 105% of motor FLA rating

Yes / No Appropriate Volts vs Hz curve is being used

Yes / No Upper frequency limit set at 100%, unless explained otherwise

Controls Check Yes / No Control panel accessible and properly labeled

Yes / No Temperature sensors properly located, secure and calibrated

Yes / No Humidity sensors properly located, secure and calibrated

Yes / No Filter PD measuring device installed and calibrated across filters

Yes / No CO2 sensors properly located, secure and calibrated

Yes / No Duct static pressure sensor properly located, secure and calibrated

Yes / No Airflow monitoring stations properly located, secure and calibrated

Yes / No Smoke detectors installed in proper location and functioning

Yes / No Damper actuators installed and calibrated Yes / No Safety items installed (high static pressure, etc) Yes / No All control devices and wiring complete Yes / No Pilot lights are functioning Yes / No Control system interlocks connected and functional

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COMMENTS:

The checklist items of SECTION 2 are all successfully

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SECTION 3 – EQUIPMENT START-UP:

The Contractor shall complete Section 3 of this form during the Start-up procedures for the equipment. The purpose of this Section is to document that proper start-up and check-out procedures were completed and documented.

CHECKLIST ITEMS:

Initial Complete Description Yes / No PAC and RFM has been notified of start-up Yes / No Manufacturers Rep on site for start-up Yes / No Air flows and temperatures measured and recorded

Yes / No Water flows and temperatures measured and recorded

Yes / No Motors supply voltage balanced and within normal limits

Yes / No Belts properly aligned and correct tension Yes / No Control system operational Yes / No All proper operational sequences confirmed Yes / No Final filters installed prior to balancing

Yes / No Extra materials turned over to owner - belts, filters, access door gaskets

Yes / No Startup report completed (attach report)

COMMENTS:

The checklist items of SECTION 3 are all successfully

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SECTION 4 – NOTIFICATION FOR TESTING:

This piece of equipment is properly installed, has been properly started up and is operational and ready for Functional Performance Testing.

COMMENTS:

ALL LISTED MUST SIGN AND DATE

RESPONSIBLE

PARTY

VERIFIED BY

(Name)

COMPANY DATE

Mechanical Contractor General Contractor

Controls Contractor

PAC Consultant

NMPSFA RFM

Manufacturer Rep.

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PACKAGED ROOFTOP HEAT PUMP AIR CONDITIONING UNITS

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SECTION 238146

PART 1 - GENERAL

1.01 SECTION INCLUDES

A. Package roof top unit.

B. Heat exchanger.

C. Refrigeration components.

D. Unit operating controls.

E. Roof curb.

F. Electrical power connections.

G. Operation and maintenance service.

1.02 RELATED SECTIONS

A. Specification section for - Ductwork

B. Specification section for – Ductwork Insulation

C. Specification section for – Automatic Temperature Controls

1.03 REFERENCES

A. NFPA 90 A & B - Installation of Air Conditioning and Ventilation Systems and Installation of Warm Air Heating and Air Conditioning Systems.

B. ANSI/ASHRAE 15 - Safety Code for Mechanical Refrigeration.

C. ARI 340 - Commercial and Industrial Unitary Heat pump Equipment.(hp above 135,000 btuh)

D. ANSI/ASHRAE 37 - Testing Unitary Air Conditioning and Heat Pump Equipment.

E. ANSI/ASHRAE/IESNA 90 - Energy Standard for New Buildings Except Low-Rise Residential Buildings.

F. ANSI Z21.47/UL1995 - Unitary Air Conditioning Standard for safety requirements.

G. ARI 370 - Sound Rating of Large Outdoor Refrigerating and Air Conditioning Equipment.

H. ANSI/NFPA 70-1995 - National Electric Code.

1.04 SUBMITTALS

A. Submit unit performance data including: capacity, nominal and operating performance.

B. Submit Mechanical Specifications for unit and accessories describing construction, components and options.

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C. Submit shop drawings indicating overall dimensions as well as installation, operation and services clearances. Indicate lift points and recommendations and center of gravity. Indicate unit shipping, installation and operating weights including dimensions.

D. Submit data on electrical requirements and connection points. Include recommended wire and fuse sizes or

MCA, sequence of operation, safety and start-up instructions.

E. Shop drawings submitted for approval shall be accompanied by a copy of the purchase agreement between the Contractor and an authorized service representative of the manufacturer for check, test and start up and first year service.

1.05 DELIVERY, STORAGE and HANDLING

A. Comply with manufacturer's installation instructions for rigging, unloading, and transporting units.

B. Protect units from physical damage. Leave factory-shipping covers in place until installation.

1.06 WARRANTY

A. Provide parts warranty (excluding refrigerant) for one year from start-up or 18 months from shipment, whichever occurs first.

B. Provide five-year extended warranty for compressors.

C. Provide five-year heat exchanger limited warranty.

1.07 REGULATORY REQUIREMENTS

A. Unit shall conform to ANSI Z21.47/UL1995 for construction of packaged air conditioner.

1.08 EXTRA MATERIALS

A. Filters: Provide three (3) sets of filters for the units. One to be used at unit start up. One to be installed for TAB work and one set shall be for the owner.

PART 2 PRODUCTS

2.01 SUMMARY

A. The contractor shall furnish and install package rooftop unit(s) as shown and scheduled on the contract documents. The unit(s) shall be installed in accordance with this specification and perform at the specified conditions as scheduled.

B. The basis of specification is York packaged rooftop air conditioning unit with alternates being accepted on a case by case basis and approved by the owner. Alternates must still comply with the performance and features as specified within these specifications and indicated on the design documents.

2.02 GENERAL UNIT DESCRIPTION

A. Unit(s) furnished and installed shall be heat pump packaged rooftop (s) as scheduled on contract documents and these specifications. Cooling capacity ratings shall be based on ARI Standard 210. Unit(s) shall consist of insulated weather-tight casing with compressor(s), air-cooled condenser coil, condenser fans, evaporator coil, return-air filters, supply motors and unit controls and drives.

B. Unit(s) shall be 100% factory run tested and fully charged with R-410.

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C. Unit(s) shall have labels, decals, and/or tags to aid in the service of the unit and indicate caution areas.

D. Units shall be convertible airflow design as manufactured.

E. Wiring internal to the unit shall be colored and numbered for identification.

2.03 UNIT CASING

A. Cabinet: Galvanized steel, phosphatized, and finished with an air-dry paint coating with removable access panels. Structural members shall be 18 gauge with access doors and removable panels of minimum 20 gauge.

B. Units cabinet surface shall be tested 1000 hours in salt spray test in compliance with ASTM B117.

C. Cabinet construction shall allow for all service/ maintenance from one side of the unit.

D. Cabinet top cover shall be one piece construction or where seams exits, it shall be double-hemmed and gasket-sealed.

E. Access Panels: Water- and air-tight panels with handles shall provide access to filters, heating section, return air fan section, supply air fan section, evaporator coil section, and unit control section.

F. Units base pan shall have a raised 1 1/8 inch high lip around the supply and return openings for water integrity.

G. Insulation: Provide 1/2 inch thick fiberglass insulation with foil face on all exterior panels in contact with the return and conditioned air stream. All edges must be captured so that there is no insulation exposed in the air stream.

H. Provide openings either on side of unit or through the base for power, control, condensate, and gas connections.

I. The base of the unit shall have 3 sides for forklift provisions. The base of the units shall have rigging/lifting holes for crane maneuvering.

J. Units shall be provided with hinged tool-less access panels for maintenance.

2.04 AIR FILTERS

A. Air Filters: Factory installed filters shall mount integral within the unit and shall be accessible through access panels. One-inch thick glass fiber disposable media filters shall be provided with the provisions within the unit for 2 inch thick filters to be field- provided and installed.

2.05 FANS AND MOTORS

A. Provide evaporator fan section with forward curved, double width, double inlet, centrifugal type fan.

B. Provide self-aligning, grease lubricated, ball or sleeve bearings with permanent lubrication fittings.

C. Provide units 5 tons and below with direct drive, multiple speed, dynamically balanced supply fans.

D. Provide units 6 tons and above with belt driven, supply fans with adjustable motor sheaves.

E. Outdoor and Indoor Fan motors shall be permanently lubricated and have internal thermal overload protection.

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F. Outdoor fans shall be direct drive, statically and dynamically balanced, draw through in the vertical discharge position.

G. Provide shafts constructed of solid hot rolled steel, ground and polished, with key-way, and protectively coated with lubricating oil.

2.07 EVAPORATOR COIL

A. Provide configured aluminum fin surface mechanically bonded to copper tubing coil.

B. Provide an independent expansion device for each refrigeration circuit. Factory pressure tested at 450 psig and leak tested at 200 psig.

C. Provide a removable, reversible, cleanable double sloped drain pan for base of evaporator coil constructed of PVC.

2.08 CONDENSER SECTION

A. Provide vertical discharge, direct drive fans with aluminum blades. Fans shall be statically balanced.

Motors shall be permanently lubricated, with integral thermal overload protection in a weather tight casing.

2.09 REFRIGERATION SYSTEM

A. Compressor(s): Provide scroll compressor with direct drive operating at 3600 rpm. Integral centrifugal oil pump. Provide suction gas cooled motor with winding temperature limits and compressor overloads.

B. Units shall have cooling capabilities down to 0 degree F as standard. For field-installed low ambient accessory, the manufacturer shall provide a factory-authorized service technician that will assure proper installation and operation.

C. Provide each unit with one refrigerant circuit(s) factory-supplied completely piped with liquid line filter-drier, suction and liquid line pressure ports.

D. For heat pump units, provide reversing valve, discharge muffler, flow control check valve, and electronic adaptive demand defrost control on all units.

2.10 EXHAUST/RETURN SECTION

A. Provide units with a factory supplied field installed power exhaust assembly that shall assist the barometric relief damper in the economizer in relieving building pressurization.

2.11 OUTDOOR AIR SECTION

A. Provide a fully integrated field-installed 100% modulating outside air economizer with unit return and power exhaust relief air dampers, minimum position setting, preset linkage, wiring harness with plug.

Unit operation is through factory primary temperature controls that…