SPECIFICATIONS_2026.06.30_Collin_County_BAS_System_Specifications_Book.pdf

Collin County

Building Automation System Upgrade for

Jack Hatchell Administration Building

June 30, 2026

MD Engineering, LLP Texas

Registered Engineering Firm F-7489

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COLLIN COUNTY BAS UPGRADE FOR JACK HATCHELL ADMINISTRATION BUILDING

MDE PROJECT NO. 251778 JUNE 30, 2026

TABLE OF CONTENTS

23 00 00 - 1

DIVISION 23 – MECHANICAL

23 05 00 COMMON WORK RESULTS FOR HVAC

23 09 00 INSTRUMENTATION AND CONTROLS FOR HVAC

END OF SECTION

6/30/2026

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COMMON WORK RESULTS FOR HVAC

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SECTION 23 05 00 – COMMON WORK RESULTS FOR HVAC

PART 1 - GENERAL

1.1 RELATED DOCUMENTS

A. The Drawings and General Provisions of the Contract, including General and

Supplementary Conditions and Division 01 Specification Sections, apply to the Work in this Section.

1.2 DESCRIPTION

A. The General Requirements for Mechanical Work are intended to be complementary to the

General Requirements of the Construction Contract.

B. Work Included: Provide complete mechanical systems where shown on the drawings, as specified herein, and as needed for a complete and proper installation including, but not necessarily limited to the following summary of work:

1. Furnish and install control devices as required and indicated on the plans

2. Other items and services required to complete the systems.

1.3 GENERAL REQUIREMENTS

A. Unless otherwise specified, materials are to be new and of current U.S. manufacture, free from defects and of the best quality of their respective kinds.

B. Equipment and/or materials damaged in shipment or handling, or otherwise damaged before installation, shall be replaced with new equipment and/or materials. Damaged equipment and/or materials shall not be repaired at the jobsite.

C. Furnishing of the proper equipment and/or materials and to see that it is installed as recommended by the manufacturer is entirely the responsibility of the Contractor. If required for proper installation, the Contractor shall obtain advice and supervisory assistance from a representative of the specific manufacturer of the equipment being installed.

D. Materials and adhesives to conform to Federal Standard Flame-Spread Properties, Inc., with composite fire and smoke hazard ratings, maximum 25 for flame spread and 50 for smoke developed. Adhesives to be waterproof.

E. The Contractor shall promptly notify the Architect in writing of any conflict between the requirements of the Contract Documents and the manufacturer's directions and shall obtain the Architect instructions before proceeding with the work. Should the Contractor perform any such work that does not comply with the manufacturer's directions or such instructions from the Architect, he shall bear all costs arising in connection with the deficiencies.

1.4 QUALITY ASSURANCE AND APPLICABLE STANDARDS

A. Use adequate numbers of skilled workers that are thoroughly trained and experienced in the necessary crafts and are completely familiar with the specified requirements and the methods needed for proper performance of the work of this Section.

B. Without prior approval from the engineer and owner, all mechanical equipment shall not be operated during construction of the building per manufacturer recommendations. The mechanical contractor shall be responsible to provide temporary heating or cooling as needed to climatize the building.

C. Provide all equipment, materials, labor, supervision, and services necessary for or incidental to the installation of a complete and operating refrigeration and air handling system as indicated on the drawings and as specified.

D. The Contractor shall be responsible for fitting his material and apparatus into the building and shall carefully lay out his work at the site to conform to the structural conditions, to avoid all obstructions, to conform to the details of the installation and thereby to provide an integrated satisfactory operating installation.

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E. Without additional cost to the Owner, provide such other labor and materials as are required to complete the work of this Section in accordance with the requirements of governmental agencies having jurisdiction, regardless of whether such materials and associated labor are called for elsewhere in these Contract Documents.

F. Codes: Perform all work in accordance with the latest edition of the following codes:

1. State and city building, fire, plumbing and mechanical codes.

2. International Fire Code

3. International Mechanical Code

4. International Plumbing Code

5. International Electrical Code

6. Energy Conservation Code

7. National Fire Protection Association (NFPA)

8. American with Disabilities Act (ADA)

9. ICC/ANSI A117.1 Accessible and Useable Buildings and Facilities.

10. All authorities having jurisdiction.

11. Architectural code review drawing.

G. The Contractor shall comply in every respect with all requirements of National Fire Protection Association, local Fire Department regulations and utility company requirements. In no case does this relieve the Contractor of the responsibility of complying with these Specifications and Drawings where specified conditions are of higher quality than the requirements of the above-specified authorities. Where requirements of the Specifications and Drawings are more lenient than the requirements of the above authorities having jurisdiction, the Contractor shall make installations in compliance with the requirements of the above authorities with no extra compensation.

H. Where conflicts occur between drawings, specifications or code requirements, the most stringent requirement shall take precedence.

I. Standards: The specifications and standards of the following organizations are by reference made a part of these specifications. All work, unless otherwise indicated, shall comply with the requirements and recommendations wherever applicable:

1. American National Standards Institute (ANSI).

2. Air Conditioning and Refrigeration Institute (ARI).

3. American Gas Association (AGA).

4. American Society for Testing and Materials (ASTM).

5. American Society of Mechanical Engineers (ASME).

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

(ASHRAE).

7. Electrical Testing Laboratories (ETL).

8. National Bureau of Standards (NBS).

9. National Electrical Manufacturer's Association (NEMA).

10. National Fire Protection Association (NFPA).

11. Sheet Metal and Air Conditioning National Association (SMACNA).

12. Underwriters Laboratories, Inc. (UL).

J. Welding Qualifications: Qualify procedures and personnel according to the following:

1. AWS D1.1/D1.1M, "Structural Welding Code - Steel."

2. ASME Boiler and Pressure Vessel Code: Section IX.

1.5 REQUIREMENTS OF REGULATORY AGENCIES

A. The requirements and recommendations of the latest edition of the Occupational Safety and Health Administration (OSHA) Act are by reference made a part of these specifications. All work shall comply with the requirements and recommendations wherever applicable.

1.6 SUBMITTALS

A. Comply with all submittal provisions of Division 1.

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B. Submit electronic copies of the submittal to the prime consultant (i.e. architect) in order to process and track the submittals properly in accordance submittal requirements. Submit all submittals and RFI’s to the mechanical engineer electronically. Send to “mdengca@md-eng.com”. Submittals shall be labeled by their project specification section or CSI specification section if not listed in project specifications

C. Product Data: Submit the following:

1. Materials list of items proposed to be provided under Division 23.

2. Manufacturer's specifications and other data needed to prove compliance with the specified requirements. The term "Compliance" is understood to mean that the Contractor certifies that the submitted equipment will meet or exceed the contract document requirements. Items that do not clearly meet this definition should be identified and explained as required in the following paragraph.

3. Identify the difference between the specified item or function and the proposed.

Explain with enough detail so that the Engineer/Owner can easily determine that the item complies with the functional intent. List any disadvantages or advantages of the proposed item versus the specified item. Submit technical data sheets and/or pictures and diagrams to support and clarify. Organize in a clear and concise format. All substitutions shall be approved in writing by Architect. The Architect’s decision shall be final.

4. Allow a minimum of ten (10) working days for the review of submittals and each re-submittal.

5. Submittals that have been reviewed and marked as REJECTED (REJ) or MAKE CORRECTIONS NOTED (MCN) should be resubmitted within 10 days to be reviewed again by engineer.

6. Compliance with the Contract documents shall be the sole responsibility of the Contractor. Items on equipment that are were not accepted by the Architect in writing as an approved equal shall be replaced or revised to comply with the contract documents at the Contractor's expense.

7. Manufacturer's recommended installation procedures which, when reviewed by the Architect, shall become the basis for accepting or rejecting actual installation procedures used on the work.

8. Sign the submittal as an indication of compliance with the contract documents.

Any deviations from the contract documents shall be indicated on the submittal prior to signing. Any deviations not indicated shall be cause for rejection and removal of the non-complying equipment at the Contractor’s expense.

D. Submittals required of materials and equipment under this section include the following:

1. Controls:

a. Brief description of control contractor’s experience.

b. Submittals as outlined in 23 0900

2. Record Documents: Reference the requirements detailed in this section.

3. Operation and Maintenance Data: Reference the requirements detailed in this section.

E. Resubmission of rejected submittals shall be limited to one (1) in number. Costs for processing subsequent resubmittals in excess of the first resubmittal, resulting from the Contractor's disregard of Architect/Engineer's primary submittal rejection comments, shall be borne by the Contractor. Costs shall be based on Architect/Engineer's hourly rates as published in their current professional fee schedules and shall also include reimbursable costs for delivery, mailing, and photocopies at direct cost plus ten percent (10%).

1.7 SUBSTITUTIONS

A. Comply with all provisions of Division 1.

B. The use of manufacturers' names and catalog numbers followed by the phrase "or equal" is generally used to establish a standard of quality and utility for the specified items and to provide a dimensional reference for construction documents that are drawn to scale.

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C. Submittals for "equal" items shall, where applicable, include the following data that are not necessarily required for specified items:

1. Performance characteristics.

2. Materials.

3. Finish.

4. Certification of conformance with specified codes and standards.

5. Manufacturer's specifications and other data needed to prove compliance with the specified requirements. The term "Compliance" is understood to mean that the Contractor certifies that the submitted equipment will meet or exceed the contract document requirements. Items that do not clearly meet this definition should be identified and explained as required in Paragraph 6 below.

6. Identify the difference between the specified item or function and the proposed.

Explain with enough detail so that the Architect/ Engineer/Owner can easily determine that the item complies with the functional intent. List any disadvantages or advantages of the proposed item versus the specified item. Submit technical data sheets and/or pictures and diagrams to support and clarify. Include shop drawings for all piping and ductwork equipment per Paragraph 1.5 Submittals.

Organize in a clear and concise format

D. Submittals of "equal" components or systems may be rejected if:

1. The material or equipment would necessitate the alteration of any portion of the mechanical, electrical, architectural or structural design.

2. Dimensions vary from the specified material or equipment in such a manner that accessibility or clearances are impaired or the work of other trades is adversely affected.

E. Proposed substitutions for materials or equipment must be submitted seven (7) days prior to final bid date for consideration as approved equals. Otherwise, such substitutions will not be permitted. Proposals for substitutions shall be made only by the prime bidders.

Manufacturers, distributors, and sub-contractors shall not make proposals to the Architect for substitutions.

F. All equipment installed on this project shall have local representation, local factory authorized service, and a local stock of repair parts

G. No substitution shall be made unless authorized in writing by the Architect. Should a substitution be accepted, and should the substitute material prove defective or otherwise unsatisfactory for the service intended, and within the guarantee period, the Contractor shall replace this material or equipment with material or equipment specified, at his own expense, and to the satisfaction of the Architect.

H. Contractors submitting bids on substitute materials and equipment must also provide a written performance guarantee certifying that the substitute materials and equipment will produce the specified effects and meet the approval of the Architect.

1.8 ORDINANCES, PERMITS, METERS, UTILITIES AND ROYALTIES

A. Procure all permits and licenses necessary for completion of this project and pay all lawful fees required and necessary pursuant in obtaining said permits and licenses. All required certificates of approvals and inspections by local governing and regulating authorities shall be obtained and paid for by the Contractor.

B. Pay any royalty payments required or fees for the use of patented equipment or systems.

Defend all law suits or claims for infringement of any patent rights and shall hold the Owner and/or Architect/Engineer harmless from loss as a result of said suits or claims.

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1.9 COMPATIBILITY OF EQUIPMENT

A. Assume full responsibility for satisfactory operation of all component parts of the mechanical systems to assure compatibility of all equipment and performance of the integrated systems in accordance with the requirements of the specifications. Should the Contractor consider any part of the specifications or drawings as rendering his acceptance of such responsibility impossible, prohibitive, or restrictive, he shall notify the Engineer before submitting his bid, and the bid shall be accompanied by a written statement of any objections or exceptions to the specifications and drawings.

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

1.10 CONSTRUCTION REQUIREMENTS

A. The drawings show the arrangements of work. Should project conditions necessitate rearrangement, or if the materials or equipment can be installed to a better advantage in a different manner, the Contractor shall, before proceeding with the work, prepare and submit five copies of Drawings of the proposed arrangement for the Architect’s review. Allow a minimum of ten (10) working days for review.

B. Should the Contractor propose to install equipment requiring space conditions other than those shown, or rearrange the equipment, he shall assume responsibility for the rearrangement of the space and shall have the Architect review the change before proceeding with the work. The request for such changes shall be accompanied by shop drawings of the space in question. Identify monetary credits proposed or other benefits of the change. Allow a minimum of ten (10) working days for review.

C. The Contractor shall be responsible for the proper location and size of all slots, holes or openings in the building structure pertaining to his work and for the correct location of pipe sleeves.

1.11 PROJECT RECORD DOCUMENTS

A. Provide the record documents associated with the work of Division 23 in strict accordance with the provisions of these specifications.

B. Throughout progress of the Division 23 Work, maintain an accurate record of changes in the Contract Documents that apply to work of Division 23. Changes shall include all addendums issued during bidding. Maintain an accurate record of the location of mechanical service lines and outlets and all outside utilities.

C. Delegate the responsibility for maintenance of Record Documents to one person on the Contractor's staff as approved by the Architect.

D. Accuracy of Records

1. Thoroughly coordinate changes within the Record Documents, making adequate and proper entries on each page of Specifications and each sheet of drawings and other documents where such entry is required to show the change properly. Match the symbology and format of the base documents.

2. Accuracy of records shall be such that a future verification of items shown in the Contract Documents may rely reasonably on information obtained from the approved Project Record Documents.

E. Maintain the job set of Record Documents completely protected from deterioration and from loss and damage until completion of the work and transfer of all recorded data to the final Project Record Documents.

F. Making Entries on Drawings

1. Using an erasable colored pencil (not ink or indelible pencil), clearly describe the change by graphic line and note as required.

2. Date all entries.

3. Call attention to the entry by a "cloud" drawn around the area or areas affected.

4. In the event of overlapping changes, use different colors for the overlapping changes.

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5. Make entries within 24 hours after receipt of information that the change has occurred.

6. Maintain the base drawing format and use the same symbology.

7. Convert field mark-ups to finished CADD record drawings when required in this section.

G. Conversion of Schematic Layouts

1. In some cases on the drawings, arrangements of ductwork and piping and similar items are shown schematically and are not intended to portray precise physical layout. Determine final physical arrangement subject to the Architect's approval.

However, design of future modifications of the facility may require accurate information as to the final physical layout of items which are shown only schematically on the drawings.

2. Show on the job set of record drawings, by dimension accurate to within one inch, the centerline of each run of items such as all sleeves and piping, etc., below grade, in walls, or in the concrete slab. A surface mounted device indicates the exact location:

a. Clearly identify the item by accurate note such as "Sanitary Sewer" and the like.

b. Show, by symbol or note, the vertical location of the item "under slab," "in ceiling plenum," "exposed," and the like.

c. Make all identification sufficiently descriptive that it may be related reliably to the specifications.

H. Final Project Record Documents

1. The purpose of the final Project Record Documents is to provide factual information regarding all aspects of the Work, both concealed and visible, to enable future modification of the Work to proceed without lengthy and expensive site measurement, investigation, and examination.

2. Provide CAD electronic files in .dwg format using AutoCAD software. Upon written request, completion of a release form, Engineer will email AutoCAD electronic files of base Contract Drawings in dwg format. Engineer will also provide a list of drawing layers and names that shall be maintained.

3. Provide completed record drawings on USB drive and one full size hard copy of each drawing.

4. Refer to Division 1 for additional requirements.

1.12 OPERATION AND MAINTENANCE DATA

A. Submit two copies of a preliminary draft of the proposed manual or manuals to the Architect for review and comments. Allow a minimum of ten (10) working days for review.

B. Submit specified number copies of the approved manual to the Architect prior to indoctrination of operation and maintenance personnel.

C. Prepare in accordance with the following standards:

Format:

Size:

Paper:

Text:

Drawings:

8½" x 11"

White bond, at least 20 lb. weight

Neatly written or printed

11" in height preferable; bind in with text; foldout acceptable;

larger drawings acceptable but fold to fit within the Manual and provide a drawing pocket inside rear cover or bind in with text.

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Flysheets: Separate each section of the Manual with neatly prepared flysheets briefly describing contents of the ensuing section;

flysheets may be in color.

Binding: Use heavy-duty plastic or fiber-board covers with binding mechanism concealed inside the manual; 3-ring binders will be acceptable; all binding is subject to the Architect's approval.

Measurements: Provide all measurements in U.S. standard units such as feet-and-inches, lbs, and cfm. Where items may be expected to be measured within ten years in accordance with metric formulae, provide additional measurements in the "International System of Units" (SI).

D. Provide front and back covers for each manual, using durable material approved by the

Architect, and clearly identified on or through the cover with at least the following information:

OPERATING AND MAINTENANCE INSTRUCTIONS

OPERATING AND MAINTENANCE MANUAL (Required Layout)

• Title Page o Job Name o Site Address o Include Contact information of prime contractor.

• Table of contents

• Warranty Information.

o Include all contractor warranties

▪ Signed and dated documents

• Permits-Inspections

• Subcontractor list o Include all subcontractors.

▪ Company name, Contact info.

▪ Trade Responsibility.

• Vendor list o Include name and addresses of vendors

▪ Warranty information

▪ Replaceable parts

• Approved submittals o Include all approved product submittals

• Reports/Certificates/Redlines o Engineers Observation Reports o Contractor Start-up Report o Manufacturer Start-up Report o Owners Training Report (All Trades)

• O&M Manuals

• Equipment Information.

o Include Model, Serial and location.

• Signed Approval o Page for approval signature of the engineer and approval date.

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E. Contents: Include at least the following:

1. Neatly typewritten index near the front of the manual, giving immediate information as to location within the manual of all emergency information regarding the installation.

2. Complete instructions regarding operation and maintenance of all equipment provided including disassembly, and reassembly.

3. Complete nomenclature of all parts of all equipment.

4. Complete nomenclature and part number of all replaceable parts, name and address of nearest vendor, and all other data pertinent to procurement procedures.

5. Copy of all guarantees and warranties issued.

6. Manufacturer's bulletins, drawings, and descriptive data, clearly indicating the precise items included in this installation and deleting, or otherwise clearly indicating, all manufacturers' data with which this installation is not concerned.

7. Such other data as required in other sections of these specifications.

1.13 WARRANTY

A. Contractor shall warranty all equipment and workmanship for a period of one year after date of substantial completion and replace or repair any faulty equipment or installation at no cost to the Owner for such service during this period, all in accordance with requirements of Division 1.

B. This warranty shall not void specific warranties issued by manufacturers for greater periods of time. Nor shall it void any rights guaranteed to the Owner by law.

C. Warranties shall be in writing in a form satisfactory to the Owner, and shall be delivered to the Owner before final payment is made.

D. Upon completion of the work of Division 23, thoroughly clean all exposed portions of the mechanical installation, removing all traces of soil, labels, grease, oil and other foreign material and using only the type cleaner recommended by the manufacturer of the item being cleaned.

PART 2 - PRODUCTS – NOT USED

PART 3 - EXECUTION

3.1 TESTING AND INSPECTION

A. Provide personnel and equipment, make required tests, and secure required approvals from the Architect and governmental agencies having jurisdiction.

B. Make written notice to the Architect adequately in advance of each of the following stages of construction:

1. When all rough-in is complete, but not covered.

2. As specified in all Division 23 sections.

3. At the completion of the work of Division 23.

C. When material or workmanship is found to not comply with the specified requirements, remove the noncomplying items from the job site and replace them with items complying with the specified requirements at no additional cost to the Owner. This shall be performed within 3 days after receipt of written notice of noncompliance.

3.2 JOBSITE CONDITIONS

A. Examine the areas and conditions under which work of this Section will be performed.

Include required work to correct conditions detrimental to the timely and proper completion of all Division 23 Work. Do not proceed until unsatisfactory conditions are corrected.

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B. The Contractor shall at all times take such precautions as may be necessary to properly protect all materials and equipment from damage from the time of delivery until the completion of the work. Failure on the part of the Contractor to comply with the above will be sufficient cause for the rejection of the items in question.

C. Equipment and materials shall be protected from rust both before and after installation.

Any equipment or materials found in a rusty condition at the time of final inspection must be cleaned of rust and repainted as specified elsewhere in these Specifications.

3.3 STORAGE AND PROTECTION

A. Contractor shall provide the required protection of equipment and materials from the time of delivery until the completion of the Work. Protect from damage, rust, rain, humidity and dust.

B. Do not receive equipment or materials on the jobsite until adequate space has been provided for storage.

C. Provide adequate supports for protection from the ground and erect required shelters for items stored in the open.

D. Items stored within the building are to be adequately protected and covered with tarpaulins or other protective covering.

E. Protect the building at all times during construction from damage by workmen, their tools and/or equipment. Protect floors, steps, wall, ceilings, doors, windows and other finish surfaces.

F. Equipment and materials found in a rusty condition at completion of the work will be thoroughly cleaned of rust and refinished as required to its original condition.

3.4 PREPARATION AND COORDINATION

A. Perform coordination work in strict accordance with provisions of these specifications and the following:

1. Coordinate as necessary with other trades to assure proper and adequate interface with all work.

2. Where pipes or other HVAC items are shown in conflict with locations of structural members and other equipment, include labor and materials required for extensions, offsets and supports to clear the encroachment.

3. Although such work is not specifically indicated, furnish and install all supplementary or miscellaneous items, appurtenances and devices incidental to or necessary for a sound, secure and complete installation of the HVAC system.

4. Coordinate accepted equipment changes from those scheduled or specified with other trades affected. Additional compensation to other trades for equipment changes is the responsibility of the Contractor making the change.

B. The Drawings are necessarily diagrammatic by their nature, and are not intended to show every connection in detail or every pipe or conduit in its exact location. These details are subject to the requirements of standards referenced elsewhere in these specifications, and structural and architectural conditions. The Contractor shall carefully investigate structural and finish conditions and shall coordinate the separate trades in order to avoid interference between the various phases of work. Work shall be organized and laid out so that it will be concealed in furred chases and suspended ceilings, etc., in finished portions of the building, unless specifically noted to be exposed. All exposed work shall be installed parallel or perpendicular to the lines of the building unless otherwise noted.

C. Where items such as diffusers, thermostats, switches, and control panels are not specifically located on the Drawings, locate as determined in the field by the Architect.

Where such items are installed without such specific direction, relocate as directed by the Architect and at no additional cost to the Owner.

D. Verify all dimensions and distances. No additional compensation will be allowed because of differences between work shown on the Drawings and actual dimensions and distances at the jobsite.

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3.5 PAINTING

A. All equipment shall be delivered to the job with suitable factory finish. Should the finish be damaged in transit or during the installation, it shall be finished to match appearance of original finish. All work shall be subject to approval by Architect.

B. All equipment, piping, conduit, insulation, etc., furnished and installed in exposed areas under Divisions 23 of these Specifications and as hereinafter specified shall be cleaned, prepared, and painted according to the following specification. In the event of a conflict between the specifications referenced, the provisions of this specification shall prevail only for Division 23 work.

C. Before painting, materials and equipment surfaces shall be thoroughly cleaned of cement, plaster, and other foreign materials, and all oil and grease spots shall be removed. Such surfaces shall be carefully wiped and all cracks and corners scraped out. Exposed metal work shall be carefully brushed down with the steel brushes to remove rust and other spots and left smooth and clean.

3.6 TRAINING

A. Contractors are responsible to provide owner with an adequate amount of training to be able to operate any system installed.

1. This includes training for HVAC control system.

2. Provide a sign in sheet that is to be added to the O&M manual

a. Owners & all building maintenance personal are required to have training.

INSTRUMENTATION AND CONTROL FOR HVAC

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SECTION 23 09 00 – INSTRUMENTATION AND CONTROL FOR HVAC

PART 1 - GENERAL

1.1 RELATED DOCUMENTS

A. The Drawings and General Provisions of the Contract, including General and

Supplementary Conditions and Division 01 Specification Sections, apply to the Work in this Section.

1.2 SUMMARY

A. This Section includes control equipment for HVAC systems, components and other systems shown to be controlled by the Building Automation System (BAS), including, but not limited to, all computer software and hardware, controllers, sensors, transmission equipment, local panels, installation, engineering, supervision, commissioning, acceptance testing, training and warranty service necessary for a complete and working system.

B. The Contractor shall furnish and install the controls including all necessary hardware and all operating and applications software necessary to perform the control sequences of operation as specified in Division 23 Section “Sequence of Operations for HVAC Controls”.

The controls contractor shall coordinate all work with the stand-alone controls provided with the equipment being controlled.

C. The intent is that all facility operations new or existing would be stand-alone.

D. All components of the system – local controllers, unitary controllers, etc. shall communicate using the BACnet MS/TP or IP protocol, as defined by the most current edition of ASHRAE Standard 135 and as specified herein or equal. Proprietary communications shall not be acceptable.

E. OPEN NIC STATEMENTS - All Niagara 4 software licenses shall have the following NiCS:

"accept.station.in=*"; "accept.station.out=*"and "accept.wb.in=*"and "accept.wb.out=*". In any case, the end user shall maintain the right to instruct the contractor to modify any software license, regardless of supplier, as desired by the end user. The contractor shall not install any “brand-specific” software, applications, or utilities on Niagara Framework-based devices, unless it is implemented by the manufacturer of the field-level controls for programming convenience. All hardware and field-level devices installed shall not be limited in their ability to communicate with a specific brand of Niagara Framework JACE.

They shall also be constructed in a modular fashion to permit the next generation and support components to be installed, in replacement of or in parallel with existing components. All controllers must be able to be programmed within the Niagara Workbench.

At the completion of the project, the owner shall be given all existing platform and station login credentials to include; super user (admin) user names; passwords and passphrases.

F. The BAS contractor shall review and study all drawings and the entire specification to become familiar with the equipment and system operation and to verify the quantities and types of controllers and devices to be provided.

G. All interlock, control and power wiring and installation of control devices associated with the equipment described in this specification, and sequence of operations, shall be provided under this Contract.

H. The integration of the controls into the Owners software will be handled by the County’s integrator.

I. Provide services and manpower necessary for commissioning of system in coordination with the Owner’s Representative and Owner’s Integrator.

J. All work performed under this section of the specifications will comply with all codes, laws and governing bodies. If the drawings and/or specifications are in conflict with governing codes, the Contractor shall submit a proposal with appropriate modifications to the project to meet code restrictions. If this specification and associated drawings exceed governing code requirements, the specification will govern. The Controls Contractor shall obtain and pay for all necessary construction permits and licenses associated with this scope of work.

INSTRUMENTATION AND CONTROL FOR HVAC

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1.3 QUALITY ASSURANCE

A. Building Automation System (BAS) shall be manufactured, tested and installed in accordance with the following standards:

1. National Electrical Manufacturers Association (NEMA).

2. Underwriters Laboratories (UL).

3. BACnet Testing Laboratories (BTL).

4. National Fire Protection Association (NFPA).

B. BAS System Supplier:

1. A firm having 5 years of successful installation, configuration and integration experience with projects utilizing equipment similar in type and scope to that required for this Project.

2. Certified for configuration of building management systems of Section 23 09 00 - Instrumentation and Control for HVAC Direct Digital Control System for HVAC by the manufacturer's representative.

3. Provide specified products of types and sized required from manufacturers whose products have been in satisfactory use in similar service for a minimum of 8 years.

4. Be the system supplier for Section 23 09 00 - Instrumentation and Control for HVAC Direct Digital Control System for HVAC.

C. Installer Qualifications: Automatic control system manufacturer's authorized representative who is trained and approved for installation of system components required for this Project.

D. Upon completion of the installation, the Contractor shall thoroughly inspect, check, adjust, calibrate, and make ready for use all devices/sensors comprising the control system and certify that they are installed in accordance with "Record" Drawings.

E. Electrical Components, Devices, and Accessories: Listed and labeled as defined in NFPA 70, Article 100, by a testing agency acceptable to authorities having jurisdiction, and marked for intended use.

F. Data Communications Protocol: Certify that each proposed Controls system component complies with ASHRAE Standard 135 for each protocol.

G. Controls system component testing: Comply with ASHRAE 135.1 and all addenda for all controllers.

H. All controllers used to control or monitor equipment and/or field devices shall be tested, compliant with and carry the mark of the BACnet Testing Laboratories (BTL):

1. Building Controllers.

2. Advanced Application Controllers.

3. Application Specific Controllers.

I. Quality Management Program

1. Designate a competent and experienced employee to provide BAS Project

Management. The designated Project Manager shall be full time on this project and be empowered to make financial, technical, scheduling and related decisions on behalf of the BMS Contractor. At minimum, the Project Manager shall:

a. Serve as the point of contact for the Construction Team.

b. Manage the scheduling of the work to ensure that adequate materials, labor and other resources are available when needed.

c. Lead and be involved in the coordination efforts with other trades.

d. Be responsible for the work and actions of the BAS workforce on site.

J. As evidence and assurance of the Contractor's ability to support the project's Commissioning efforts, the Contractor must have successfully completed three commissioned projects totaling at least the value of this contract, as a minimum.

1.4 SUBMITTALS

A. Provide submittals as required in Section 23 00 10, “Submittal Process”.

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B. Product Data: For all products listed in Part 2 below provide detailed manufacturer product data, technical literature indicating dimensions, finishes, material, weights, performance characteristics, electrical characteristics, capacities, loads, required clearances, method of field assembly, components, and location and size of each field connection. Include manufacturer's technical literature for each control device. Indicate finishes for materials, and installation and startup instructions for each type of product indicated.

1. Control System Software: Include technical data for operating system software, operator interface, color graphics, and other third-party applications including all software licensing agreements.

2. Controlled Systems: Instrumentation list with element name, type of device, manufacturer, model number, and product data. Include written description of sequence of operation including schematic control diagram.

C. Shop Drawings:

1. Bill of materials of equipment indicating quantity, manufacturer, and model number.

2. Wiring Diagrams: Power, signal, and control wiring.

3. Conductor numbering or color code schedules.

4. Details of control panel faces, including controls, instruments, and labeling.

5. Schedule of identification labels for controllers and devices.

6. Controlled Systems:

a. Schematic diagrams of each controlled system with control points labeled and control elements graphically shown, with wiring.

b. Scaled drawings showing mounting, routing, and wiring of elements including bases and special construction.

c. Written description of sequence of operation including schematic diagram.

d. Points list.

7. Submit hard and soft copies in file format compatible with AutoCAD 2012.

D. Data Communications Protocol Certificates: Certify that each proposed control system component complies with ASHRAE Standard 135 for each protocol.

E. Software and Firmware Operational Documentation: Include the following:

1. Software operating and upgrade manuals.

2. Program Software Backup required to reinstall and configure system in the event of a catastrophic failure: On CD, complete with data files.

3. Device address list.

4. Printout of software application and graphic screens.

5. Software license required by and installed for operator workstations and control systems.

F. Software Upgrade Kit: For Owner to use in modifying software to suit future systems revisions or monitoring and control revisions.

G. Field quality-control test report forms.

H. Contract Closeout Documentation:

1. Operation and Maintenance Data: Include emergency, operation, and maintenance manuals.

a. Maintenance instructions and lists of spare parts for each type of control device.

b. Interconnection wiring diagrams with identified and numbered system components and devices.

c. Keyboard illustrations and step-by-step procedures indexed for each operator function.

d. Inspection period, cleaning methods, cleaning materials recommended, and calibration tolerances.

e. Calibration records and list of set points.

2. Training provided by BAS installer.

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1.5 WARRANTY

A. Controls Contractor shall guarantee all system components and installations to be free from defects for one (1) year from the date of acceptance as determined by the Owner.

Any defects found during this period shall be repaired and/or replaced at no cost to the Owner. The Controls Contractor shall provide maximum of 24-hour response time for trouble calls or maintenance.

B. Controls Contractor shall provide all corrective software modifications or updates available from the software manufacturer during warranty service periods. All user documentation shall be updated on user and manufacturer backup software disks.

1.6 SPECIAL TOOLS AND SPARE PARTS

A. Contractor will provide a recommended spare parts list with the following information.

1. Contact Information: Closest parts stocking location to the Owner.

2. Identify Critical Spare Parts: Parts being associated with long lead times and/or those critical to system operation.

3. Maintenance Spares: Identified as being parts required to regularly perform scheduled maintenance on furnished equipment. Spares include, but not limited to, consumable spares required to be exchanged during scheduled maintenance periods.

B. Spare Parts: Provided for each type and size of unit installed.

1. Provide minimum spare parts recommended by manufacturers.

2. Provide 1 set of each type of power and control fuse installed within equipment.

3. Properly marked and packaged for long term storage.

4. Printed circuit boards: Provided in separate anti-static containers.

C. Special Tools: Specific tools, not normally found in an electrician's toolbox, required to remove, and install spare parts must be furnished.

D. Provide PC-based computer configuration software, or mobile device App tool, and a minimum of one communication interface cable for each type of cable required to connect the computer/device to devices specified for configuration and programming.

E. Provide Cloud-based SAAS configuration software and Cloud based Engineering platform required to connect and design devices specified for configuration and programming.

F. Electronic configuration files, in a media format acceptable by the Owner (e.g. CD, USB stick, etc.), updated to an as-installed and commissioned state.

PART 2 - PRODUCTS

2.1 MANUFACTURERS

A. Basis of Design – Honeywell OptimzerControls B. Approved Alternate – Distech Controls C. Installers shall be factory authorized for installation of Honeywell Controls or Distech

Controls

2.2 MANAGEMENT LEVEL CONTROLLERS

A. Basis of Design: Honeywell HON-9000 or EC-BOS-9 JACE Controller: Compact, embedded Niagara Framework based controller and server platform. Connects multiple diverse devices and sub-systems. Requires additional core software and service maintenance licenses.

1. Model HON-9000 or EC-BOS-9: BACnet Device Licensed controller , with a minimum 18 month Tridium Service Maintenance Agreement (SMA), 2 RS-485 ports, 2 10/100 MB Ethernet ports, USB backup and restore. Wi-Fi connectivity (US) optional.

2. Internet connectivity and web-serving capability.

3. Integrated control, supervision, data logging, alarming, scheduling, and network management.

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4. Stream data and rich graphical displays to web browsers via ethernet or wireless LAN, or over the internet.

5. Licensing Model: Standard drivers with optional IO and field bus expansion modules for flexibility and expandability.

6. Optimized for the Niagara 4 platform. In large and multi-building applications, use Niagara 4 Supervisors with JACE 9000 controllers to aggregate information, including alarms and data: historical and real-time, creating a single, unified application.

7. Standards Compliance and Certifications:

a. UL 916.

b. CE EN 61326-1.

c. RCM.

d. FCC Part 15 Subpart B, Class B.

e. FCC Part 15 Subpart C.

f. C-UL listed to Canadian Standards Association (CSA) C22.2 No. 205-

M1983."Signal Equipment:"

g. 1999/5/EC R&TTE Directive.

h. CCC.

i. SRRC.

j. RSS.

k. RoHS.

8. Environmental:

a. Operating temperature: Minus 4 to 140 degrees F (Minus 20 to 60 degrees

C).

b. Storage temperature: Minus 40 to 185 degrees F (Minus 40 to 85 degrees

C).

c. Humidity: 5 to 95 percent, non-condensing.

d. Shipping and vibration: ASTM D4169, Assurance Level II.

e. MTTF: 10 plus years.

9. Technical Specifications:

a. 1.6GHz NXP iMX8M+ Quad Core CPU.

b. Removable micro-SD card with 4GB flash total storage/2GB user storage.

c. Wi-Fi (Client or WAP).

1) IEEE802.11a/b/g/n.

2) IEEE802.11n HT20 at 2.4GHz.

3) IEEE802.11n HT20/HT40 at 5GHz.

10. Configurable radio (Off, WAP, or Client) WPAPSK/WPA2PSK supported.

a. USB Type A Connector: Back-up and restore support.

b. Two isolated RS-485 with selectable bias and termination.

c. Two 10/100MB Ethernet ports.

d. Secure boot.

e. Supply Requirements: 24 VAC rated at 24 VA minimum, or 24 VDC rated at 1A.

f. Power: 24 W minimum.

g. Runs Niagara 4: 4.13 and later.

h. Wifi supports Niagra 4.15 and later

i. Niagara Analytics 2.0 requires Niagara 4.2 and later.

j. Real-time clock.

k. No battery.

2.3 PROGRAMMABLE FIELD EQUIPMENT CONTROLLER (FEC)

A. Description: BACnet programmable VAV/Unitary controller B. Basis of Design: Honeywell Optimizer C. Approved Alternate: Distech.

D. The FEC controllers are BACnet MS/TP or IP network devices designed to control HVAC equipment. Each FEC controller is programmable and configurable through software.

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E. The FEC BACnet controllers shall have the BACnet Programmable Feature to be licensed in the Honeywell Optimizer workbench tool and the HON-9000 N4 JACE Controller or the Distech GFX workbench tool and the EC-BOS-9 N4 JACE controller for programming and downloading

F. The FEC shall include an integral real-time clock and support time-based tasks which enables these field controllers to monitor and control:

1. Schedules

2. Calendars

3. Alarms

4. Trends

G. The FEC can operate as a stand-alone controller in applications that do not require a networked supervisory device or for network applications where it is preferred to have the scheduling, alarming, and/or trending performed locally in the field controllers.

2.4 ELECTRONIC SENSORS

A. Description: Vibration and corrosion resistant; for wall, immersion, or duct mounting as required.

B. Thermistor, Temperature Sensors and Transmitters:

1. Sensor Types: :

a. 20K Ohm thermistor temperature sensors for Honeywell and 10K Type II Ohm thermistor temperature sensor for Distech

2. Accuracy: Plus or minus 0.5°F (0.3°C) at calibration point.

3. Wire: Twisted, shielded-pair cable.

4. Insertion Elements: Single point in center of duct or coil face area, use where not affected by temperature stratification or where airflow cross sectional area is smaller than 9 sq. ft.

5. Averaging Elements: Twice the diagonal length of coil or duct. Use where prone to temperature stratification or where airflow cross sectional area is larger than 10

sq. ft.

6. Insertion Elements for Liquids: Brass or stainless-steel socket with minimum insertion length of 2-1/2 inches or 75% of pipe inside diameter, whichever is less.

7. Room Thermostats: Off-white enclosure capable of being mounted on a standard single gang electrical back box. Provide each with:

a. Blank plate in common areas.

b. Local setpoint adjustment dial (+/- 5 deg F) and temporary override button, both of which can be overridden by BAS at OWS.

8. Outside-Air Sensors: Watertight inlet fitting, shielded from direct sunlight.

C. RTDs and Transmitters:

1. Accuracy: Plus or minus 0.2 percent at calibration point.

2. Wire: Twisted, shielded-pair cable.

3. Insertion Elements in Ducts: Single point; use where not affected by temperature stratification or where ducts are smaller than 9 sq. ft.

4. Averaging Elements in Ducts: Use where prone to temperature stratification or where ducts are larger than 9 sq. ft; length as required.

5. Insertion Elements for Liquids: Brass socket with minimum insertion length of 2-

1/2 inches.

6. Room Sensor Cover Construction: Off-white enclosure capable of being mounted on a standard single gang electrical back box.

D. Pressure Transmitters/Transducers:

1. Static-Pressure Transmitter: Non-directional sensor with suitable range for expected input, and temperature compensated. Accuracy of 2 percent of full scale with repeatability of 0.5 percent. Linear output of 4 to 20 mA.

a. Building Static-Pressure Range: 0- to 0.25-inch wg.

b. Duct Static-Pressure Range: 0- to 5-inch wg.

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2. Water Pressure Transducers: Stainless-steel diaphragm construction, suitable for service; minimum 150-psig . operating pressure; linear output 4 to 20 mA.

3. Water Differential-Pressure Transducers: Stainless-steel diaphragm construction, suitable for service; minimum 150-psig operating pressure and tested to 300-psig;

linear output 4 to 20 mA.

4. Differential-Pressure Switch (Air or Water): Snap acting, with pilot-duty rating and with suitable scale range and differential.

5. Pressure Transmitters: Direct acting for gas, liquid, or steam service; range suitable for system; linear output 4 to 20 mA.

2.5 STATUS SENSORS

A. Low Limit Temperature Switch: Minimum 20 ft. element for freeze protection. Serpentine across the face of the coil and of sufficient length or number for three passes across the width of the coil it is protecting.