Vol_02_Specifications.pdf

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Attached to
Fort Christmas Post Office New Foundation and Renovation
Solicitation number
Y23-763
Issued by
Orange County, Orlando City, Florida

About this file

The document is a project manual for the Fort Christmas Post Office Renovations, issued by Orange County Capital Projects Division in Orlando, Florida. The project involves architectural design and construction specifications for renovating an existing post office facility, with an estimated project cost of $342,000. Sealed bids were to be electronically submitted through the ProcureNow OpenGov e-Procurement Platform by 4:00 pm EST on Thursday, March 9, 2023. Potential bidders were required to create a free account on the platform and were advised that no hand-delivered, mailed, telephoned, faxed, or emailed offers would be accepted. The solicitation included provisions for submitting questions about the project by Monday, February 13, 2023, at 5:00 pm EST.

The project manual contains comprehensive technical specifications across multiple divisions, including detailed requirements for electrical systems, HVAC, ductwork, insulation, and other construction elements. The specifications provide extensive technical guidance for contractors, including installation methods, material requirements, testing protocols, and quality assurance standards. The document covers everything from raceway and box installations to surge protection devices and wiring methods, suggesting a thorough renovation that will likely include significant upgrades to the facility's infrastructure and systems. The technical depth of the specifications indicates a professional-grade renovation project with strict adherence to building and electrical codes.

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Volume 02 Issued for Construction Architectural Design Collaborative

PROJECT

MANUAL

FOR THE

FORT CHRISTMAS

POST OFFICE RENOVATIONS

PREPARED FOR

ORANGE COUNTY CAPITAL PROJECTS DIVISION

INTERNAL OPERATIONS CENTER II

400 SOUTH STREET, 5TH FLOOR

ORLANDO, FLORIDA 32801

December 16, 2021

Orange County Capital Projects Division Fort Christmas Internal Operations Center II Post Office Renovations Orlando, Florida

TABLE OF CONTENTS 00 0110-1

SECTION 01 0110

TABLE OF CONTENTS

DIVISION 00 PROCUREMENT AND CONTRACTING REQUIREMENTS

00 0000 Cover 00 0110 Table of Contents

DIVISION 01 GENERAL REQUIREMENTS

01 1100 Summary of Work 01 2500 Substitution Procedures 01 2600 Contract Modification Procedures 01 2900 Payment Procedures 01 3100 Project Management and Coordination 01 3119 Project Meetings 01 3200 Construction Progress Documentation 01 3233 Photographic Documentation 01 3234 Pre-Construction Video Recording 01 3300 Submittal Procedures 01 4000 Quality Requirements 01 4200 References 01 5000 Temporary Facilities and Controls 01 6000 Product Requirements 01 7300 Execution 01 7329 Cutting and Patching 01 7700 Closeout Procedures 01 7800 Warranties and Bonds 01 7823 Operation and Maintenance Data 01 7839 Project Record Documents 01 7900 Demonstration and Training 01 9113 General Commissioning Requirements

DIVISION 02 EXISTING CONDITIONS

02 4113 Selective Demolition

DIVISION 03 CONCRETE

03 3000 Cast-In-Place Concrete

DIVISION 04 MASONRY

04 2200 Concrete Unit Masonry

DIVISION 06 WOOD, PLASTICS, AND COMPOSITES

06 1000 Rough Carpentry 06 2022 Exterior Finish Carpentry 06 2023 Interior Finish Carpentry

DIVISION 07 THERMAL AND MOISTURE PROTECTION

07 2100 Thermal and Acoustical Insulation 07 2713 Self-Adhered Sheet Membrane 07 4113 Metal Roof Panels 07 9000 Joint Protection

TABLE OF CONTENTS 00 0110-2

DIVISION 08 OPENINGS

08 0140 Door Refurbishing 08 1416 Flush Wood Doors 08 1433 Stile and Rail Wood Doors 08 5200 Wood Windows 08 7100 Finish Hardware

DIVISION 09 FINISHES

09 9000 Painting

DIVISION 10 SPECIALTIES

10 4400 Fire Protection Specialties

DIVISIONS 11-22

Not Used

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

23 0529 Hangers and Supports for HVAC Piping and Equipment 23 0593 Testing, Adjusting, and Balancing 23 0713 Duct Insulation 23 0716 HVAC Equipment Insulation 23 3113 Metal Ducts 23 3300 Duct Accessories 23 8126 Split-System Air-Conditioners

DIVISIONS 24-25

Not Used

DIVISION 26 ELECTRICAL

26 0500 Common Work Results for Electrical 26 0501 Investigation of Existing Electrical Systems 26 0519 Low-Voltage Electrical Power Conductors and Cables 26 0526 Grounding and Bonding for Electrical Systems 26 0529 Hangers and Supports for Electrical Systems 26 0533 Raceway and Boxes for Electrical Systems 26 0553 Identification for Electrical Systems 26 0923 Lighting Control Devices 26 2416 Panelboards 26 2726 Wiring Devices 26 2816 Enclosed Switches and Circuit Breakers 26 2913 Enclosed Controllers 26 4313 Surge Protective Devices 26 5100 Interior Lighting 26 5600 Exterior Lighting

DIVISION 27 COMMUNICATIONS

Not Used

DIVISION 28 ELECTRONIC SAFETY AND SECURITY

TABLE OF CONTENTS 00 0110-3

28 3111 Addressable Fire Alarm System

DIVISIONS 29-49

Not Used

END OF SECTION 00 0110

Internal Operations Center II Post Office

HANGERS AND SUPPORTS FOR HVAC PIPING AND EQUIPMENT 230529 - 1

SECTION 230529 - HANGERS AND SUPPORTS FOR HVAC PIPING AND EQUIPMENT

PART 1 - GENERAL

1.1 RELATED DOCUMENTS

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

1.2 SUMMARY

A. Section Includes:

1. Metal pipe hangers and supports.

2. Trapeze pipe hangers.

3. Metal framing systems.

4. Thermal-hanger shield inserts.

5. Fastener systems.

6. Pipe stands.

1.3 DEFINITIONS

A. MSS: Manufacturers Standardization Society of The Valve and Fittings Industry Inc.

1.4 PERFORMANCE REQUIREMENTS

A. Structural Performance: Hangers and supports for HVAC piping and equipment shall withstand the effects of gravity loads and stresses within limits and under conditions indicated according to ASCE/SEI 7.

1. Design supports for multiple pipes, including pipe stands, capable of supporting combined weight of supported systems, system contents, and test water.

2. Design equipment supports capable of supporting combined operating weight of supported equipment and connected systems and components.

1.5 SUBMITTALS

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

B. Shop Drawings: Show fabrication and installation details and include calculations for the following; include Product Data for components:

1. Trapeze pipe hangers.

2. Metal framing systems.

3. Pipe stands.

C. Welding certificates.

1.6 QUALITY ASSURANCE

HANGERS AND SUPPORTS FOR HVAC PIPING AND EQUIPMENT 230529 - 2

A. Structural Steel Welding Qualifications: Qualify procedures and personnel according to AWS D1.1/D1.1M, "Structural Welding Code - Steel."

B. Pipe Welding Qualifications: Qualify procedures and operators according to ASME Boiler and Pressure Vessel Code.

PART 2 - PRODUCTS

2.1 METAL PIPE HANGERS AND SUPPORTS

A. Carbon-Steel Pipe Hangers and Supports:

1. Description: MSS SP-58, Types 1 through 58, factory-fabricated components.

2. Galvanized Metallic Coatings: Pregalvanized or hot dipped.

3. Nonmetallic Coatings: Plastic coating, jacket, or liner.

4. Padded Hangers: Hanger with fiberglass or other pipe insulation pad or cushion to support bearing surface of piping.

5. Hanger Rods: Continuous-thread rod, nuts, and washer made of carbon steel.

2.2 TRAPEZE PIPE HANGERS

A. Description: MSS SP-69, Type 59, shop- or field-fabricated pipe-support assembly made from structural carbon-steel shapes with MSS SP-58 carbon-steel hanger rods, nuts, saddles, and U-bolts.

2.3 METAL FRAMING SYSTEMS

A. Non-MFMA Manufacturer Metal Framing Systems:

1. Manufacturers: Subject to compliance with requirements, available manufacturers offering products that may be incorporated into the Work include, but are not limited to, the following:

a. Anvil International; a subsidiary of Mueller Water Products Inc.

b. Empire Industries, Inc.

c. ERICO International Corporation.

d. Haydon Corporation; H-Strut Division.

e. PHD Manufacturing, Inc.

f. PHS Industries, Inc.

2. Description: Shop- or field-fabricated pipe-support assembly made of steel channels, accessories, fittings, and other components for supporting multiple parallel pipes.

3. Standard: Comply with MFMA-4.

4. Channels: Continuous slotted steel channel with inturned lips.

5. Channel Nuts: Formed or stamped steel nuts or other devices designed to fit into channel slot and, when tightened, prevent slipping along channel.

6. Hanger Rods: Continuous-thread rod, nuts, and washer made of carbon steel.

7. Coating: Zinc.

2.4 MISCELLANEOUS MATERIALS

A. Structural Steel: ASTM A 36/A 36M, carbon-steel plates, shapes, and bars; black and galvanized.

HANGERS AND SUPPORTS FOR HVAC PIPING AND EQUIPMENT 230529 - 3

PART 3 - EXECUTION

3.1 HANGER AND SUPPORT INSTALLATION

A. Metal Pipe-Hanger Installation: Comply with MSS SP-69 and MSS SP-89. Install hangers, supports, clamps, and attachments as required to properly support piping from the building structure.

B. Metal Trapeze Pipe-Hanger Installation: Comply with MSS SP-69 and MSS SP-89. Arrange for grouping of parallel runs of horizontal piping, and support together on field-fabricated trapeze pipe hangers.

1. Pipes of Various Sizes: Support together and space trapezes for smallest pipe size or install intermediate supports for smaller diameter pipes as specified for individual pipe hangers.

2. Field fabricate from ASTM A 36/A 36M, carbon-steel shapes selected for loads being supported. Weld steel according to AWS D1.1/D1.1M.

C. Metal Framing System Installation: Arrange for grouping of parallel runs of piping, and support together on field-assembled metal framing systems.

D. Thermal-Hanger Shield Installation: Install in pipe hanger or shield for insulated piping.

E. Fastener System Installation:

1. Install powder-actuated fasteners for use in lightweight concrete or concrete slabs less than 4 inches (100 mm) thick in concrete after concrete is placed and completely cured.

Use operators that are licensed by powder-actuated tool manufacturer. Install fasteners according to powder-actuated tool manufacturer's operating manual.

2. Install mechanical-expansion anchors in concrete after concrete is placed and completely cured. Install fasteners according to manufacturer's written instructions.

F. Insulated Piping:

1. Attach clamps and spacers to piping.

a. Piping Operating above Ambient Air Temperature: Clamp may project through insulation.

b. Piping Operating below Ambient Air Temperature: Use thermal-hanger shield insert with clamp sized to match OD of insert.

c. Do not exceed pipe stress limits allowed by ASME B31.9 for building services piping.

2. Install MSS SP-58, Type 39, protection saddles if insulation without vapor barrier is indicated. Fill interior voids with insulation that matches adjoining insulation.

a. Option: Thermal-hanger shield inserts may be used. Include steel weight-distribution plate for pipe NPS 4 (DN 100) and larger if pipe is installed on rollers.

3. Install MSS SP-58, Type 40, protective shields on cold piping with vapor barrier. Shields shall span an arc of 180 degrees.

a. Option: Thermal-hanger shield inserts may be used. Include steel weight-distribution plate for pipe NPS 4 (DN 100) and larger if pipe is installed on rollers.

4. Shield Dimensions for Pipe: Not less than the following:

a. NPS 1/4 to NPS 3-1/2 (DN 8 to DN 90): 12 inches (305 mm) long and 0.048 inch (1.22 mm) thick.

b. NPS 4 (DN 100): 12 inches (305 mm) long and 0.06 inch (1.52 mm) thick.

c. NPS 5 and NPS 6 (DN 125 and DN 150): 18 inches (457 mm) long and 0.06 inch

(1.52 mm) thick.

d. NPS 8 to NPS 14 (DN 200 to DN 350): 24 inches (610 mm) long and 0.075 inch

(1.91 mm) thick.

HANGERS AND SUPPORTS FOR HVAC PIPING AND EQUIPMENT 230529 - 4

e. NPS 16 to NPS 24 (DN 400 to DN 600): 24 inches (610 mm) long and 0.105 inch (2.67 mm) thick.

5. Pipes NPS 8 (DN 200) and Larger: Include wood or reinforced calcium-silicate-insulation inserts of length at least as long as protective shield.

6. Thermal-Hanger Shields: Install with insulation same thickness as piping insulation.

3.2 METAL FABRICATIONS

A. Cut, drill, and fit miscellaneous metal fabrications for trapeze pipe hangers.

B. Fit exposed connections together to form hairline joints. Field weld connections that cannot be shop welded because of shipping size limitations.

C. Field Welding: Comply with AWS D1.1/D1.1M procedures for shielded, metal arc welding;

appearance and quality of welds; and methods used in correcting welding work; and with the following:

1. Use materials and methods that minimize distortion and develop strength and corrosion resistance of base metals.

2. Obtain fusion without undercut or overlap.

3. Remove welding flux immediately.

4. Finish welds at exposed connections so no roughness shows after finishing and so contours of welded surfaces match adjacent contours.

3.3 ADJUSTING

A. Hanger Adjustments: Adjust hangers to distribute loads equally on attachments and to achieve indicated slope of pipe.

B. Trim excess length of continuous-thread hanger and support rods to 1-1/2 inches (40 mm).

3.4 PAINTING

A. Touchup: Clean field welds and abraded areas of shop paint. Paint exposed areas immediately after erecting hangers and supports. Use same materials as used for shop painting. Comply with SSPC-PA 1 requirements for touching up field-painted surfaces.

1. Apply paint by brush or spray to provide a minimum dry film thickness of 2.0 mils (0.05 mm).

B. Galvanized Surfaces: Clean welds, bolted connections, and abraded areas and apply galvanizing-repair paint to comply with ASTM A 780.

3.5 HANGER AND SUPPORT SCHEDULE

A. Specific hanger and support requirements are in Sections specifying piping systems and equipment.

B. Comply with MSS SP-69 for pipe-hanger selections and applications that are not specified in piping system Sections.

C. Use hangers and supports with galvanized metallic coatings for piping and equipment that will not have field-applied finish.

HANGERS AND SUPPORTS FOR HVAC PIPING AND EQUIPMENT 230529 - 5

D. Use nonmetallic coatings on attachments for electrolytic protection where attachments are in direct contact with copper tubing.

E. Use carbon-steel pipe hangers and supports and attachments for general service applications.

F. Use padded hangers for piping that is subject to scratching.

G. Use thermal-hanger shield inserts for insulated piping and tubing.

H. Horizontal-Piping Hangers and Supports: Unless otherwise indicated and except as specified in piping system Sections, install the following types:

1. Adjustable, Steel Clevis Hangers (MSS Type 1): For suspension of noninsulated or insulated, stationary pipes NPS 1/2 to NPS 30 (DN 15 to DN 750).

2. Pipe Stanchion Saddles (MSS Type 37): For support of pipes NPS 4 to NPS 36 (DN 100 to DN 900), with steel-pipe base stanchion support and cast-iron floor flange or carbon-steel plate, and with U-bolt to retain pipe.

I. Vertical-Piping Clamps: Unless otherwise indicated and except as specified in piping system Sections, install the following types:

1. Extension Pipe or Riser Clamps (MSS Type 8): For support of pipe risers NPS 3/4 to

NPS 24 (DN 24 to DN 600).

J. Building Attachments: Unless otherwise indicated and except as specified in piping system Sections, install the following types:

1. Steel or Malleable Concrete Inserts (MSS Type 18): For upper attachment to suspend pipe hangers from concrete ceiling.

2. Top-Beam C-Clamps (MSS Type 19): For use under roof installations with bar-joist construction, to attach to top flange of structural shape.

3. C-Clamps (MSS Type 23): For structural shapes.

K. Saddles and Shields: Unless otherwise indicated and except as specified in piping system Sections, install the following types:

1. Protection Shields (MSS Type 40): Of length recommended in writing by manufacturer to prevent crushing insulation.

L. Comply with MSS SP-69 for trapeze pipe-hanger selections and applications that are not specified in piping system Sections.

M. Comply with MFMA-103 for metal framing system selections and applications that are not specified in piping system Sections.

N. Use powder-actuated fasteners or mechanical-expansion anchors instead of building attachments where required in concrete construction.

END OF SECTION 230529

TESTING, ADJUSTING, AND BALANCING 230593 - 1

SECTION 230593230593- TESTING, ADJUSTING, AND BALANCING

PART 1 - GENERAL

1.1 RELATED DOCUMENTS

A. Drawings and general provisions of the Contract, including General and Supplementary Conditions and Division 1 Specification Sections, apply to this Section.

1.2 SUMMARY

A. This Section includes TAB to produce design objectives for the following:

1. Air Systems:

a. Constant-volume air systems.

b. Variable-air-volume systems.

2. Hydronic Piping Systems:

a. Variable-flow systems.

3. HVAC equipment quantitative-performance settings.

4. Kitchen hood airflow balancing.

5. Vibration measuring.

6. Indoor-air quality measuring.

7. Verifying that automatic control devices are functioning properly.

8. Reporting results of activities and procedures specified in this Section.

1.3 DEFINITIONS

A. Adjust: To regulate fluid flow rate and air patterns at the terminal equipment, such as to reduce fan speed or adjust a damper.

B. Balance: To proportion flows within the distribution system, including submains, branches, and terminals, according to indicated quantities.

C. Barrier or Boundary: Construction, either vertical or horizontal, such as walls, floors, and ceilings that are designed and constructed to restrict the movement of airflow, smoke, odors, and other pollutants.

D. Draft: A current of air, when referring to localized effect caused by one or more factors of high air velocity, low ambient temperature, or direction of airflow, whereby more heat is withdrawn from a person's skin than is normally dissipated.

E. Procedure: An approach to and execution of a sequence of work operations to yield repeatable results.

F. Report Forms: Test data sheets for recording test data in logical order.

G. Static Head: The pressure due to the weight of the fluid above the point of measurement. In a closed system, static head is equal on both sides of the pump.

H. Suction Head: The height of fluid surface above the centerline of the pump on the suction side.

TESTING, ADJUSTING, AND BALANCING 230593 - 2

I. System Effect: A phenomenon that can create undesired or unpredicted conditions that cause reduced capacities in all or part of a system.

J. System Effect Factors: Allowances used to calculate a reduction of the performance ratings of a fan when installed under conditions different from those presented when the fan was performance tested.

K. TAB: Testing, adjusting, and balancing.

L. Terminal: A point where the controlled medium, such as fluid or energy, enters or leaves the distribution system.

M. Test: A procedure to determine quantitative performance of systems or equipment.

N. Testing, Adjusting, and Balancing (TAB) Firm: The entity responsible for performing and reporting TAB procedures.

1.4 SUBMITTALS

A. Qualification Data: Within 30 days from Contractor's Notice to Proceed, submit 2 copies of evidence that TAB firm and this Project's TAB team members meet the qualifications specified in "Quality Assurance" Article.

B. Contract Documents Examination Report: Within 45 days from Contractor's Notice to Proceed, submit 6 copies of the Contract Documents review report as specified in Part 3.

C. Strategies and Procedures Plan: Within 60 days from Contractor's Notice to Proceed, submit 2 copies of TAB strategies and step-by-step procedures as specified in Part 3 "Preparation" Article. Include a complete set of report forms intended for use on this Project.

D. Certified TAB Reports: Submit two copies of reports prepared, as specified in this Section, on approved forms certified by TAB firm.

E. Sample Report Forms: Submit two sets of sample TAB report forms.

F. Warranties specified in this Section.

1.5 QUALITY ASSURANCE

A. TAB Firm Qualifications: Engage a TAB firm certified by either AABC or NEBB.

B. Certification of TAB Reports: Certify TAB field data reports. This certification includes the following:

1. Review field data reports to validate accuracy of data and to prepare certified TAB reports.

2. Certify that TAB team complied with approved TAB plan and the procedures specified and referenced in this Specification.

C. TAB Report Forms: Use standard forms from AABC's "National Standards for Testing and Balancing Heating, Ventilating, and Air Conditioning Systems."

D. Instrumentation Type, Quantity, and Accuracy: As described in AABC's "National Standards for Testing and Balancing Heating, Ventilating, and Air Conditioning Systems."

TESTING, ADJUSTING, AND BALANCING 230593 - 3

E. Instrumentation Calibration: Calibrate instruments at least every six months or more frequently if required by instrument manufacturer.

1. Keep an updated record of instrument calibration that indicates date of calibration and the name of party performing instrument calibration.

1.6 PROJECT CONDITIONS

A. Owner Occupancy: Owner will not occupy the building during entire TAB period. T&B reports shall be finalized and approved prior to owner occupancy.

B. T&B firm shall be independent from the mechanical contractor.

1.7 COORDINATION

A. Coordinate the efforts of factory-authorized service representatives for systems and equipment, HVAC controls installers, and other mechanics to operate HVAC systems and equipment to support and assist TAB activities.

B. Notice: Provide seven days' advance notice for each test. Include scheduled test dates and times.

C. Perform TAB after leakage and pressure tests on air and water distribution systems have been satisfactorily completed.

1.8 WARRANTY

A. National Project Performance Guarantee: Provide a guarantee on AABC's "National Standards for Testing and Balancing Heating, Ventilating, and Air Conditioning Systems", or NEBB’s Quality Assurance Program, forms stating that AABC, or NEBB, forms stating that AABC will assist in completing requirements of the Contract Documents if TAB firm fails to comply with the Contract Documents. Guarantee includes the following provisions:

1. The certified TAB firm has tested and balanced systems according to the Contract

Documents.

2. Systems are balanced to optimum performance capabilities within design and installation limits.

PART 2 - PRODUCTS (Not Applicable)

PART 3 - EXECUTION

3.1 EXAMINATION

A. Examine the Contract Documents to become familiar with Project requirements and to discover conditions in systems' designs that may preclude proper TAB of systems and equipment.

1. Contract Documents are defined in the General and Supplementary Conditions of

Contract.

2. Verify that balancing devices, such as test ports, gage cocks, thermometer wells, flow-control devices, balancing valves and fittings, and manual volume dampers, are required by the Contract Documents. Verify that quantities and locations of these balancing

TESTING, ADJUSTING, AND BALANCING 230593 - 4

devices are accessible and appropriate for effective balancing and for efficient system and equipment operation.

B. Examine approved submittal data of HVAC systems and equipment.

C. Examine Project Record Documents described in Division 1 Section "Project Record Documents."

D. Examine design data, including HVAC system descriptions, statements of design assumptions for environmental conditions and systems' output, and statements of philosophies and assumptions about HVAC system and equipment controls.

E. Examine equipment performance data including fan and pump curves. Relate performance data to Project conditions and requirements, including system effects that can create undesired or unpredicted conditions that cause reduced capacities in all or part of a system. Calculate system effect factors to reduce performance ratings of HVAC equipment when installed under conditions different from those presented when the equipment was performance tested at the factory. To calculate system effects for air systems, use tables and charts found in AMCA 201, "Fans and Systems," Sections 7 through 10; or in SMACNA's "HVAC Systems--Duct Design," Sections 5 and 6. Compare this data with the design data and installed conditions.

F. Examine system and equipment installations to verify that they are complete and that testing, cleaning, adjusting, and commissioning specified in individual Sections have been performed.

G. Examine system and equipment test reports.

H. Examine HVAC system and equipment installations to verify that indicated balancing devices, such as test ports, gage cocks, thermometer wells, flow-control devices, balancing valves and fittings, and manual volume dampers, are properly installed, and that their locations are accessible and appropriate for effective balancing and for efficient system and equipment operation.

I. Examine systems for functional deficiencies that cannot be corrected by adjusting and balancing.

J. Examine HVAC equipment to ensure that clean filters have been installed, bearings are greased, belts are aligned and tight, and equipment with functioning controls is ready for operation.

K. Examine terminal units, such as variable-air-volume boxes, to verify that they are accessible and their controls are connected and functioning.

L. Examine plenum ceilings used for supply air to verify that they are airtight. Verify that pipe penetrations and other holes are sealed.

M. Examine strainers for clean screens and proper perforations.

N. Examine three-way valves for proper installation for their intended function of diverting or mixing fluid flows.

O. Examine system pumps to ensure absence of entrained air in the suction piping.

P. Examine equipment for installation and for properly operating safety interlocks and controls.

Q. Examine automatic temperature system components to verify the following:

TESTING, ADJUSTING, AND BALANCING 230593 - 5

1. Dampers, valves, and other controlled devices are operated by the intended controller.

2. Dampers and valves are in the position indicated by the controller.

3. Integrity of valves and dampers for free and full operation and for tightness of fully closed and fully open positions. This includes dampers in multizone units, mixing boxes, and variable-air-volume terminals.

4. Automatic modulating and shutoff valves, including two-way valves and three-way mixing and diverting valves, are properly connected.

5. Thermostats and humidistats are located to avoid adverse effects of sunlight, drafts, and cold walls.

6. Sensors are located to sense only the intended conditions.

7. Sequence of operation for control modes is according to the Contract Documents.

8. Controller set points are set at indicated values.

9. Interlocked systems are operating.

10. Changeover from heating to cooling mode occurs according to indicated values.

R. Report deficiencies discovered before and during performance of TAB procedures. Observe and record system reactions to changes in conditions. Record default set points if different from indicated values.

3.2 PREPARATION

A. Prepare a TAB plan that includes strategies and step-by-step procedures.

B. Complete system readiness checks and prepare system readiness reports. Verify the following:

1. Permanent electrical power wiring is complete.

2. Hydronic systems are filled, clean, and free of air.

3. Automatic temperature-control systems are operational.

4. Equipment and duct access doors are securely closed.

5. Balance, smoke, and fire dampers are open.

6. Isolating and balancing valves are open and control valves are operational.

7. Ceilings are installed in critical areas where air-pattern adjustments are required and access to balancing devices is provided.

8. Windows and doors can be closed so indicated conditions for system operations can be met.

3.3 GENERAL PROCEDURES FOR TESTING AND BALANCING

A. Perform testing and balancing procedures on each system according to the procedures contained in AABC's "National Standards for Testing and Balancing Heating, Ventilating, and Air Conditioning Systems" or NEBB’s “Procedural Standards for Testing Adjusting and Balancing of Environmental Systems” and this Section.

B. Cut insulation, ducts, pipes, and equipment cabinets for installation of test probes to the minimum extent necessary to allow adequate performance of procedures. After testing and balancing, close probe holes and patch insulation with new materials identical to those removed. Restore vapor barrier and finish according to insulation Specifications for this Project.

C. Mark equipment and balancing device settings with paint or other suitable, permanent identification material, including damper-control positions, valve position indicators, fan-speed-control levers, and similar controls and devices, to show final settings.

D. Take and report testing and balancing measurements in inch-pound (IP) units.

TESTING, ADJUSTING, AND BALANCING 230593 - 6

3.4 GENERAL PROCEDURES FOR BALANCING AIR SYSTEMS

A. Prepare test reports for both fans and outlets. Obtain manufacturer's outlet factors and recommended testing procedures. Crosscheck the summation of required outlet volumes with required fan volumes.

B. Prepare schematic diagrams of systems' "as-built" duct layouts.

C. For variable-air-volume systems, develop a plan to simulate diversity.

D. Determine the best locations in main and branch ducts for accurate duct airflow measurements.

E. Check airflow patterns from the outside-air louvers and dampers and the return- and exhaust-air dampers, through the supply-fan discharge and mixing dampers.

F. Locate start-stop and disconnect switches, electrical interlocks, and motor starters.

G. Verify that motor starters are equipped with properly sized thermal protection.

H. Check dampers for proper position to achieve desired airflow path.

I. Check for airflow blockages.

J. Check condensate drains for proper connections and functioning.

K. Check for proper sealing of air-handling unit components.

L. Check for proper sealing of air duct system.

3.5 PROCEDURES FOR CONSTANT-VOLUME AIR SYSTEMS

A. Adjust fans to deliver total indicated airflows within the maximum allowable fan speed listed by fan manufacturer.

1. Measure fan static pressures to determine actual static pressure as follows:

a. Measure outlet static pressure as far downstream from the fan as practicable and upstream from restrictions in ducts such as elbows and transitions.

b. Measure static pressure directly at the fan outlet or through the flexible connection.

c. Measure inlet static pressure of single-inlet fans in the inlet duct as near the fan as possible, upstream from flexible connection and downstream from duct restrictions.

d. Measure inlet static pressure of double-inlet fans through the wall of the plenum that houses the fan.

2. Measure static pressure across each component that makes up an air-handling unit, rooftop unit, and other air-handling and -treating equipment.

a. Simulate dirty filter operation and record the point at which maintenance personnel must change filters.

3. Measure static pressures entering and leaving other devices such as sound traps, heat recovery equipment, and air washers, under final balanced conditions.

4. Compare design data with installed conditions to determine variations in design static pressures versus actual static pressures. Compare actual system effect factors with calculated system effect factors to identify where variations occur. Recommend corrective action to align design and actual conditions.

5. Obtain approval from Architect for adjustment of fan speed higher or lower than indicated speed. Make required adjustments to pulley sizes, motor sizes, and electrical connections to accommodate fan-speed changes.

TESTING, ADJUSTING, AND BALANCING 230593 - 7

6. Do not make fan-speed adjustments that result in motor overload. Consult equipment manufacturers about fan-speed safety factors. Modulate dampers and measure fan-motor amperage to ensure that no overload will occur. Measure amperage in full cooling, full heating, economizer, and any other operating modes to determine the maximum required brake horsepower.

B. Adjust volume dampers for main duct, submain ducts, and major branch ducts to indicated airflows within specified tolerances.

1. Measure static pressure at a point downstream from the balancing damper and adjust volume dampers until the proper static pressure is achieved.

a. Where sufficient space in submain and branch ducts is unavailable for Pitot-tube traverse measurements, measure airflow at terminal outlets and inlets and calculate the total airflow for that zone.

2. Remeasure each submain and branch duct after all have been adjusted. Continue to adjust submain and branch ducts to indicated airflows within specified tolerances.

C. Measure terminal outlets and inlets without making adjustments.

1. Measure terminal outlets using a direct-reading hood or outlet manufacturer's written instructions and calculating factors.

D. Adjust terminal outlets and inlets for each space to indicated airflows within specified tolerances of indicated values. Make adjustments using volume dampers rather than extractors and the dampers at air terminals.

1. Adjust each outlet in same room or space to within specified tolerances of indicated quantities without generating noise levels above the limitations prescribed by the Contract Documents.

2. Adjust patterns of adjustable outlets for proper distribution without drafts.

3.6 PROCEDURES FOR VARIABLE-AIR-VOLUME SYSTEMS

A. Compensating for Diversity: When the total airflow of all terminal units is more than the indicated airflow of the fan, place a selected number of terminal units at a maximum set-point airflow condition until the total airflow of the terminal units equals the indicated airflow of the fan.

Select the reduced airflow terminal units so they are distributed evenly among the branch ducts.

B. Pressure-Independent, Variable-Air-Volume Systems: After the fan systems have been adjusted, adjust the variable-air-volume systems as follows:

1. Set outside-air dampers at minimum, and return- and exhaust-air dampers at a position that simulates full-cooling load.

2. Select the terminal unit that is most critical to the supply-fan airflow and static pressure.

Measure static pressure. Adjust system static pressure so the entering static pressure for the critical terminal unit is not less than the sum of terminal-unit manufacturer's recommended minimum inlet static pressure plus the static pressure needed to overcome terminal-unit discharge system losses.

3. Measure total system airflow. Adjust to within indicated airflow.

4. Set terminal units at maximum airflow and adjust controller or regulator to deliver the designed maximum airflow. Use terminal-unit manufacturer's written instructions to make this adjustment. When total airflow is correct, balance the air outlets downstream from terminal units as described for constant-volume air systems.

5. Set terminal units at minimum airflow and adjust controller or regulator to deliver the designed minimum airflow. Check air outlets for a proportional reduction in airflow as described for constant-volume air systems.

a. If air outlets are out of balance at minimum airflow, report the condition but leave outlets balanced for maximum airflow.

TESTING, ADJUSTING, AND BALANCING 230593 - 8

6. Remeasure the return airflow to the fan while operating at maximum return airflow and minimum outside airflow. Adjust the fan and balance the return-air ducts and inlets as described for constant-volume air systems.

7. Measure static pressure at the most critical terminal unit and adjust the static-pressure controller at the main supply-air sensing station to ensure that adequate static pressure is maintained at the most critical unit.

8. Record the final fan performance data.

C. Pressure-Dependent, Variable-Air-Volume Systems without Diversity: After the fan systems have been adjusted, adjust the variable-air-volume systems as follows:

1. Balance systems similar to constant-volume air systems.

2. Set terminal units and supply fan at full-airflow condition.

3. Adjust inlet dampers of each terminal unit to indicated airflow and verify operation of the static-pressure controller. When total airflow is correct, balance the air outlets downstream from terminal units as described for constant-volume air systems.

4. Readjust fan airflow for final maximum readings.

5. Measure operating static pressure at the sensor that controls the supply fan, if one is installed, and verify operation of the static-pressure controller.

6. Set supply fan at minimum airflow if minimum airflow is indicated. Measure static pressure to verify that it is being maintained by the controller.

7. Set terminal units at minimum airflow and adjust controller or regulator to deliver the designed minimum airflow. Check air outlets for a proportional reduction in airflow as described for constant-volume air systems.

a. If air outlets are out of balance at minimum airflow, report the condition but leave the outlets balanced for maximum airflow.

8. Measure the return airflow to the fan while operating at maximum return airflow and minimum outside airflow. Adjust the fan and balance the return-air ducts and inlets as described for constant-volume air systems.

D. Pressure-Dependent, Variable-Air-Volume Systems with Diversity: After the fan systems have been adjusted, adjust the variable-air-volume systems as follows:

1. Set system at maximum indicated airflow by setting the required number of terminal units at minimum airflow. Select the reduced airflow terminal units so they are distributed evenly among the branch ducts.

2. Adjust supply fan to maximum indicated airflow with the variable-airflow controller set at maximum airflow.

3. Set terminal units at full-airflow condition.

4. Adjust terminal units starting at the supply-fan end of the system and continuing progressively to the end of the system. Adjust inlet dampers of each terminal unit to indicated airflow. When total airflow is correct, balance the air outlets downstream from terminal units as described for constant-volume air systems.

5. Adjust terminal units for minimum airflow.

6. Measure static pressure at the sensor.

7. Measure the return airflow to the fan while operating at maximum return airflow and minimum outside airflow. Adjust the fan and balance the return-air ducts and inlets as described for constant-volume air systems.

3.7 GENERAL PROCEDURES FOR HYDRONIC SYSTEMS

A. Prepare test reports with pertinent design data and number in sequence starting at pump to end of system. Check the sum of branch-circuit flows against approved pump flow rate. Correct variations that exceed plus or minus 5 percent.

B. Prepare hydronic systems for testing and balancing according to the following, in addition to the general preparation procedures specified above:

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1. Open all manual valves for maximum flow.

2. Check expansion tank liquid level.

3. Check makeup-water-station pressure gage for adequate pressure for highest vent.

4. Check flow-control valves for specified sequence of operation and set at indicated flow.

5. Set differential-pressure control valves at the specified differential pressure. Do not set at fully closed position when pump is positive-displacement type unless several terminal valves are kept open.

6. Set system controls so automatic valves are wide open to heat exchangers.

7. Check pump-motor load. If motor is overloaded, throttle main flow-balancing device so motor nameplate rating is not exceeded.

8. Check air vents for a forceful liquid flow exiting from vents when manually operated.

3.8 PROCEDURES FOR HYDRONIC SYSTEMS

A. Measure water flow at pumps. Use the following procedures, except for positive-displacement pumps:

1. Verify impeller size by operating the pump with the discharge valve closed. Read pressure differential across the pump. Convert pressure to head and correct for differences in gage heights. Note the point on manufacturer's pump curve at zero flow and verify that the pump has the intended impeller size.

2. Check system resistance. With all valves open, read pressure differential across the pump and mark pump manufacturer's head-capacity curve. Adjust pump discharge valve until indicated water flow is achieved.

3. Verify pump-motor brake horsepower. Calculate the intended brake horsepower for the system based on pump manufacturer's performance data. Compare calculated brake horsepower with nameplate data on the pump motor. Report conditions where actual amperage exceeds motor nameplate amperage.

4. Report flow rates that are not within plus or minus 5 percent of design.

B. Set calibrated balancing valves, if installed, at calculated presettings.

C. Measure flow at all stations and adjust, where necessary, to obtain first balance.

1. System components that have Cv rating or an accurately cataloged flow-pressure-drop relationship may be used as a flow-indicating device.

D. Measure flow at main balancing station and set main balancing device to achieve flow that is 5 percent greater than indicated flow.

E. Adjust balancing stations to within specified tolerances of indicated flow rate as follows:

1. Determine the balancing station with the highest percentage over indicated flow.

2. Adjust each station in turn, beginning with the station with the highest percentage over indicated flow and proceeding to the station with the lowest percentage over indicated flow.

3. Record settings and mark balancing devices.

F. Measure pump flow rate and make final measurements of pump amperage, voltage, rpm, pump heads, and systems' pressures and temperatures including outdoor-air temperature.

G. Measure the differential-pressure control valve settings existing at the conclusions of balancing.

3.9 PROCEDURES FOR VARIABLE-FLOW HYDRONIC SYSTEMS

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A. Balance systems with automatic two- and three-way control valves by setting systems at maximum flow through heat-exchange terminals and proceed as specified above for hydronic systems.

3.10 PROCEDURES FOR MOTORS

A. Motors, 1/2 HP and Larger: Test at final balanced conditions and record the following data:

1. Manufacturer, model, and serial numbers.

2. Motor horsepower rating.

3. Motor rpm.

4. Efficiency rating.

5. Nameplate and measured voltage, each phase.

6. Nameplate and measured amperage, each phase.

7. Starter thermal-protection-element rating.

B. Motors Driven by Variable-Frequency Controllers: Test for proper operation at speeds varying from minimum to maximum. Test the manual bypass for the controller to prove proper operation. Record observations, including controller manufacturer, model and serial numbers, and nameplate data.

3.11 PROCEDURES FOR CHILLERS

A. Balance water flow through each evaporator to within specified tolerances of indicated flow with all pumps operating. With only one chiller operating in a multiple chiller installation, do not exceed the flow for the maximum tube velocity recommended by the chiller manufacturer.

Measure and record the following data with each chiller operating at design conditions:

1. Evaporator-water entering and leaving temperatures, pressure drop, and water flow.

2. .

3. Evaporator and condenser refrigerant temperatures and pressures, using instruments furnished by chiller manufacturer.

4. Power factor if factory-installed instrumentation is furnished for measuring kilowatt.

5. Kilowatt input if factory-installed instrumentation is furnished for measuring kilowatt.

6. Capacity: Calculate in tons of cooling.

7. If air-cooled chillers, verify condenser-fan rotation and record fan and motor data including number of fans and entering- and leaving-air temperatures.

3.12 PROCEDURES FOR CONDENSING UNITS

A. Verify proper rotation of fans.

B. Measure entering- and leaving-air temperatures.

C. Record compressor data.

3.13 PROCEDURES FOR TEMPERATURE MEASUREMENTS

A. During TAB, report the need for adjustment in temperature regulation within the automatic temperature-control system.

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B. Measure indoor wet- and dry-bulb temperatures every other hour for a period of two successive eight-hour days, in each separately controlled zone, to prove correctness of final temperature settings. Measure when the building or zone is occupied.

C. Measure outside-air, wet- and dry-bulb temperatures.

3.14 PROCEDURES FOR COMMERCIAL KITCHEN HOODS

A. Measure, adjust, and record the airflow of each kitchen hood. For kitchen hoods designed with integral makeup air, measure and adjust the exhaust and makeup airflow. Measure airflow by duct Pitot-tube traverse. If a duct Pitot-tube traverse is not possible, provide an explanation in the report of the reason(s) why and also the reason why the method used was chosen.

1. Install welded test ports in the sides of the exhaust duct for the duct Pitot-tube traverse.

Install each test port with a threaded cap that is liquid tight.

B. After balancing is complete, do the following:

1. Measure and record the static pressure at the hood exhaust-duct connection.

2. Measure and record the hood face velocity. Make measurements at multiple points across the face of the hood. Perform measurements at a maximum of 12 inches (300

mm) between points and between any point and the perimeter. Calculate the average of the measurements recorded. Verify that the hood average face velocity complies with the Contract Documents and governing codes.

3. Check the hood for capture and containment of smoke using a smoke emitting device.

Observe the smoke pattern. Make adjustments to room airflow patterns to achieve optimum results.

C. Visually inspect the hood exhaust duct throughout its entire length in compliance with authorities having jurisdiction. Begin at the hood connection and end at the point it discharges outdoors.

Report findings.

1. Check duct slopes as required.

2. Verify that duct access is installed as required.

3. Verify that point of termination is as required.

4. Verify that duct air velocity is within the range required.

5. Verify that duct is within a fire-rated enclosure.

D. Report deficiencies.

3.15 PROCEDURES FOR VIBRATION MEASUREMENTS

A. Use a vibration meter meeting the following criteria:

1. Solid-state circuitry with a piezoelectric accelerometer.

2. Velocity range of 0.1 to 10 inches per second (2.5 to 254 mm/s).

3. Displacement range of 1 to 100 mils (0.0254 to 2.54 mm).

4. Frequency range of at least 0 to 1000 Hz.

5. Capable of filtering unwanted frequencies.

B. Calibrate the vibration meter before each day of testing.

1. Use a calibrator provided with the vibration meter.

2. Follow vibration meter and calibrator manufacturer's calibration procedures.

C. Perform vibration measurements when other building and outdoor vibration sources are at a minimum level and will not influence measurements of equipment being tested.

1. Turn off equipment in the building that might interfere with testing.

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2. Clear the space of people.

D. Perform vibration measurements after air and water balancing and equipment testing is complete.

E. Clean equipment surfaces in contact with the vibration transducer.

F. Position the vibration transducer according to manufacturer's written instructions and to avoid interference with the operation of the equipment being tested.

G. Measure and record vibration on rotating equipment over 3 hp (2.2 kW).

H. Measure and record equipment vibration, bearing vibration, equipment base vibration, and building structure vibration. Record velocity and displacement readings in the horizontal, vertical, and axial planes.

1. Pumps:

a. Pump Bearing: Drive end and opposite end.

b. Motor Bearing: Drive end and opposite end.

c. Pump Base: Top and side.

d. Building: Floor.

e. Piping: To and from the pump after flexible connections.

2. Fans and HVAC Equipment with Fans:

a. Fan Bearing: Drive end and opposite end.

b. Motor Bearing: Drive end and opposite end.

c. Equipment Casing: Top and side.

d. Equipment Base: Top and side.

e. Building: Floor.

f. Ductwork: To and from equipment after flexible connections.

g. Piping: To and from equipment after flexible connections.

3. Chillers and HVAC Equipment with Compressors:

a. Compressor Bearing: Drive end and opposite end.

b. Motor Bearing: Drive end and opposite end.

c. Equipment Casing: Top and side.

d. Equipment Base: Top and side.

e. Building: Floor.

f. Piping: To and from equipment after flexible connections.

I. For equipment with vibration isolation, take floor measurements with the vibration isolation blocked solid to the floor and with the vibration isolation floating. Calculate and report the differences.

J. Inspect, measure, and record vibration isolation.

1. Verify that vibration isolation is installed in the required locations.

2. Verify that installation is level and plumb.

3. Verify that isolators are properly anchored.

4. For spring isolators, measure the compressed spring height, the spring OD, and the travel-to-solid distance.

5. Measure the operating clearance between each inertia base and the floor or concrete base below. Verify that there is unobstructed clearance between the bottom of the inertia base and the floor.

3.16 TEMPERATURE-CONTROL VERIFICATION

A. Verify that controllers are calibrated and commissioned.

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B. Check transmitter and controller locations and note conditions that would adversely affect control functions.

C. Record controller settings and note variances between set points and actual measurements.

D. Check the operation of limiting controllers (i.e., high- and low-temperature controllers).

E. Check free travel and proper operation of control devices such as damper and valve operators.

F. Check the sequence of operation of control devices. Note air pressures and device positions and correlate with airflow and water flow measurements. Note the speed of response to input changes.

G. Check the interaction of electrically operated switch transducers.

H. Check the interaction of interlock and lockout systems.

I. Check main control supply-air pressure and observe compressor and dryer operations.

J. Record voltages of power supply and controller output. Determine whether the system operates on a grounded or nongrounded power supply.

K. Note operation of electric actuators using spring return for proper fail-safe operations.

3.17 SPACE PRESSURIZATION VERIFICATION

A. Contractor shall verify differential pressure readings across 100% of exterior doors to ensure the building is not over pressurized or negative. Contractor shall provide the readings in the final test and balance report.

B. Contractor shall note in the final test and balance report if there are any issues regarding doors unable to close due to pressurization issue.

3.18 TOLERANCES

A. Set HVAC system airflow and water flow rates within the following tolerances:

1. Supply, Return, and Exhaust Fans and Equipment with Fans: Plus or minus 10 percent.

2. Air Outlets and Inlets: Plus or minus10 percent.

3. Heating-Water Flow Rate: Plus or minus10 percent.

4. Cooling-Water Flow Rate: Plus or minus10 percent.

3.19 REPORTING

A. Initial Construction-Phase Report: Based on examination of the Contract Documents as specified in "Examination" Article, prepare a report on the adequacy of design for systems' balancing devices. Recommend changes and additions to systems' balancing devices to facilitate proper performance measuring and balancing. Recommend changes and additions to HVAC systems and general construction to allow access for performance measuring and balancing devices.

B. Status Reports: As Work progresses, prepare reports to describe completed procedures, procedures in progress, and scheduled procedures. Include a list of deficiencies and problems

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found in systems being tested and balanced. Prepare a separate report for each system and each building floor for systems serving multiple floors.

3.20 FINAL REPORT

A. General: Typewritten, or computer printout in letter-quality font, on standard bond paper, in three-ring binder, tabulated and divided into sections by tested and…

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