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KANSAS TECHNOLOGY CENTER CONTROLS UPGRADE PROJECT MANUAL – DIVISION 00-01

PREPARED FOR:

PITTSBURG STATE UNIVERSITY 1701 Broadway St. Pittsburg, KS 66762

PREPARED BY:

Henderson Engineers Inc. 8325 Lenexa Drive Lenexa, KS 66214 Phone: 913-742-5000 Fax: 913-742-5001 Web Site: www.hei-eng.com

Issued: 04/02/2015

PROJECT TITLE PAGE

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SPECIFICATION INDEX DIVISION- 0 SECTIONS 000101 - PROJECT TITLE PAGE 002600 - PROCUREMENT SUBSTITUTION PROCEDURES DIVISION – 1 SECTIONS 011000 - SUMMARY 012500 - SUBSTITUTION PROCEDURES 013100 - PROJECT MANAGEMENT AND COORDINATION 013200 - CONSTRUCTION PROGRESS DOCUMENTATION 013300 - SUBMITTAL PROCEDURES 014000 - QUALITY REQUIREMENTS 016000 - PRODUCT REQUIREMENTS 017300 - EXECUTION 017700 - CLOSEOUT PROCEDURES 017823 - OPERATION AND MAINTENANCE DATA 017839 - PROJECT RECORD DOCUMENTS 017900 - DEMONSTRATION AND TRAINING DIVISION – 23 SECTIONS 230923 - DIRECT DIGITAL CONTROL FOR HVAC

SPECIFICATIONS INDEX

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DOCUMENT 002600 - PROCUREMENT SUBSTITUTION PROCEDURES 1.1

DEFINITIONS A.

Procurement Substitution Requests: Requests for changes in products, materials, equipment, and methods of construction from those indicated in the Procurement and Contracting Documents, submitted prior to receipt of bids.

B.

Substitution Requests: Requests for changes in products, materials, equipment, and methods of construction from those indicated in the Contract Documents, submitted following Contract award. See Section 012500 "Substitution Procedures" for conditions under which Substitution requests will be considered following Contract award.

1.2

QUALITY ASSURANCE A.

1.3

Compatibility of Substitutions: Investigate and document compatibility of proposed substitution with related products and materials. Engage a qualified testing agency to perform compatibility tests recommended by manufacturers. PROCUREMENT SUBSTITUTIONS

A.

Procurement Substitutions, General: By submitting a bid, the Bidder represents that its bid is based on materials and equipment described in the Procurement and Contracting Documents, including Addenda. Bidders are encouraged to request approval of qualifying substitute materials and equipment when the Specifications Sections list materials and equipment by product or manufacturer name.

B.

Procurement Substitution Requests will be received and considered by Owner when the following conditions are satisfied, as determined by Architect; otherwise requests will be returned without action: 1. 2. 3.

1.4

Extensive revisions to the Contract Documents are not required. Proposed changes are in keeping with the general intent of the Contract Documents, including the level of quality of the Work represented by the requirements therein. The request is fully documented and properly submitted.

SUBMITTALS A.

Procurement Substitution Request: Submit to Engineer. Procurement Substitution Request must be made in writing by prime contract Bidder only in compliance with the following requirements: 1. 2.

Requests for substitution of materials and equipment will be considered if received no later than 7 days prior to date of bid opening. Submittal Format: Submit three copies of each written Procurement Substitution Request, using CSI Substitution Request Form 1.5C.

PROCUREMENT SUBSTITUTION PROCEDURES

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Engineer's Action: 1.

C.

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Engineer may request additional information or documentation necessary for evaluation of the Procurement Substitution Request. Architect will notify all bidders of acceptance of the proposed substitute by means of an Addendum to the Procurement and Contracting Documents.

Engineer's approval of a substitute during bidding does not relieve Contractor of the responsibility to submit required shop drawings and to comply with all other requirements of the Contract Documents.

END OF DOCUMENT 002600

PROCUREMENT SUBSTITUTION PROCEDURES

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SECTION 011000 - SUMMARY PART 1 - GENERAL 1.1

RELATED DOCUMENTS A.

1.2

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

A.

Section Includes: 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14.

1.3

Project information. Work covered by Contract Documents. Phased construction. Work by Owner. Work under separate contracts. Future work. Purchase contracts. Owner-furnished products. Contractor-furnished, Owner-installed products. Access to site. Coordination with occupants. Work restrictions. Specification and drawing conventions. Miscellaneous provisions.

PROJECT INFORMATION A.

Project Identification: Kansas Technology Center DDC Controls Upgrade. 1.

B.

Owner: Pittsburg State University 1.

C.

Project Location: Pittsburg State University 1701 S. Broadway Pittsburg, Kansas 66762

Owner's Representative: a. Mr. Lindell Haverstic, Project Manager – [email protected]

Engineer: Henderson Engineers Inc. 1.

SUMMARY

Engineer's Representative: a. Kelley Cramm (Engineer of Record) – 913-742-5672 b. Wil Cáceres (Mechanical Engineer) – 9813-742-5662

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WORK COVERED BY CONTRACT DOCUMENTS A.

The Work of Project is defined by the Contract Documents and consists of the following: 1.

B.

Type of Contract: 1.

1.5

Project consists of upgrading the existing Building Automation System for the Kansas Technology Center at Pittsburg State University. Project includes an upgrade of the existing control systems to a Web Based Control system and consolidation of the existing Building Control Units (BCU’s) Building Automation

Project will be constructed under a single prime contract.

WORK BY OWNER A.

1.6

General: Cooperate fully with Owner so work may be carried out smoothly, without interfering with or delaying work under this Contract or work by Owner. Coordinate the Work of this Contract with work performed by Owner. ACCESS TO SITE

A.

General: Contractor shall have limited use of Project site for construction operations as directed by owner.

B.

Use of Site: Limit use of Project site to work in areas indicated. Do not disturb portions of Project site beyond areas in which the Work is indicated. 1. 2.

Limits: Confine construction to mechanical, electrical, data rooms, and hallways of the building. Driveways, Walkways and Entrances: Keep driveways parking garage, loading areas, and entrances serving premises clear and available to Owner, Owner's employees, and emergency vehicles at all times. Do not use these areas for parking or storage of materials. a. b.

C.

1.7

Schedule deliveries to minimize use of driveways and entrances by construction operations. Schedule deliveries to minimize space and time requirements for storage of materials and equipment on-site.

Condition of Existing Building: Maintain portions of existing building affected by construction operations in a weathertight condition throughout construction period. Repair damage caused by construction operations back to original conditions. COORDINATION WITH OCCUPANTS

A.

Full Owner Occupancy: Owner will occupy site and existing building(s) during entire construction period. Cooperate with Owner during construction operations to minimize conflicts and facilitate Owner usage. Perform the Work so as not to interfere with Owner's dayto-day operations. Maintain existing exits unless otherwise indicated.

SUMMARY

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Maintain access to existing walkways, corridors, and other adjacent occupied or used facilities. Do not close or obstruct walkways, corridors, or other occupied or used facilities without written permission from Owner and approval of authorities having jurisdiction. Notify Owner not less than 72 hours in advance of activities that will affect Owner's operations.

WORK RESTRICTIONS A.

Work Restrictions, General: Comply with restrictions on construction operations. 1.

B.

On-Site Work Hours: Limit work in the existing building to normal business working hours of 7:00 a.m. to 5:00 p.m., Monday through Friday, unless otherwise indicated. 1. 2.

C.

Weekend Hours: Available upon request to owner. Early Morning Hours: Available upon request to owner

Existing Utility Interruptions: Do not interrupt utilities serving facilities occupied by Owner or others unless permitted under the following conditions and then only after providing temporary utility services according to requirements indicated: 1.

D.

Comply with limitations on use of public streets and with other requirements of authorities having jurisdiction.

Notify Owner not less than two days in advance of proposed utility interruptions.

Noise, Vibration, and Odors: Coordinate operations that may result in high levels of noise and vibration, odors, or other disruption to Owner occupancy with Owner. 1.

Notify Owner not less than two days in advance of proposed disruptive operations.

E.

Controlled Substances: Use of tobacco products and other controlled substances within the existing building is not permitted.

F.

Employee Identification: Provide identification tags for Contractor personnel working on Project site. Require personnel to use identification tags at all times.

G.

Employee Screening: Comply with Owner's requirements for drug and background screening of Contractor personnel working on Project site. 1.

1.9

Maintain list of approved screened personnel with Owner's representative.

SPECIFICATION CONVENTIONS A.

Specification Content: The Specifications use certain conventions for the style of language and the intended meaning of certain terms, words, and phrases when used in particular situations. These conventions are as follows:

SUMMARY

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Imperative mood and streamlined language are generally used in the Specifications. The words "shall," "shall be," or "shall comply with," depending on the context, are implied where a colon (:) is used within a sentence or phrase. Specification requirements are to be performed by Contractor unless specifically stated otherwise.

Division 01 General Requirements: Requirements of Sections in Division 01 apply to the Work of all Sections in the Specifications.

PART 2 - PRODUCTS (Not Used) PART 3 - EXECUTION (Not Used) END OF SECTION 011000

SUMMARY

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SECTION 012500 - SUBSTITUTION PROCEDURES PART 1 - GENERAL 1.1

RELATED DOCUMENTS A.

1.2

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

A. 1.3

Section includes administrative and procedural requirements for substitutions. DEFINITIONS

A.

Substitutions: Changes in products, materials, equipment, and methods of construction from those required by the Contract Documents and proposed by Contractor. 1.

2.

1.4

Substitutions for Cause: Changes proposed by Contractor that are required due to changed Project conditions, such as unavailability of product, regulatory changes, or unavailability of required warranty terms. Substitutions for Convenience: Changes proposed by Contractor or Owner that are not required in order to meet other Project requirements but may offer advantage to Contractor or Owner.

ACTION SUBMITTALS A.

Substitution Requests: Submit three copies of each request for consideration. Identify product or fabrication or installation method to be replaced. Include Specification Section number and title and Drawing numbers and titles. 1. 2.

Substitution Request Form: Use CSI Form 13.1A. Documentation: Show compliance with requirements for substitutions and the following, as applicable: a. b.

c.

Statement indicating why specified product or fabrication or installation cannot be provided, if applicable. Coordination information, including a list of changes or revisions needed to other parts of the Work and to construction performed by Owner and separate contractors, that will be necessary to accommodate proposed substitution. Detailed comparison of significant qualities of proposed substitution with those of the Work specified. Include annotated copy of applicable Specification Section. Significant qualities may include attributes such as performance, weight, size, durability, visual effect, sustainable design characteristics, warranties, and specific features and requirements indicated. Indicate deviations, if any, from the Work specified.

SUBSTITUTION PROCEDURES

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k. l.

m.

3.

Product Data, including drawings and descriptions of products and fabrication and installation procedures. Samples, where applicable or requested. Certificates and qualification data, where applicable or requested. List of similar installations for completed projects with project names and addresses and names and addresses of engineers and owners. Material test reports from a qualified testing agency indicating and interpreting test results for compliance with requirements indicated. Research reports evidencing compliance with building code in effect for Project, from ICC-ES. Detailed comparison of Contractor's construction schedule using proposed substitution with products specified for the Work, including effect on the overall Contract Time. If specified product or method of construction cannot be provided within the Contract Time, include letter from manufacturer, on manufacturer's letterhead, stating date of receipt of purchase order, lack of availability, or delays in delivery. Cost information, including a proposal of change, if any, in the Contract Sum. Contractor's certification that proposed substitution complies with requirements in the Contract Documents except as indicated in substitution request, is compatible with related materials, and is appropriate for applications indicated. Contractor's waiver of rights to additional payment or time that may subsequently become necessary because of failure of proposed substitution to produce indicated results.

Engineer's Action: If necessary, Engineer will request additional information or documentation for evaluation within seven days of receipt of a request for substitution. Engineer will notify Contractor of acceptance or rejection of proposed substitution within 15 days of receipt of request, or seven days of receipt of additional information or documentation, whichever is later. a. b.

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Forms of Acceptance: Change Order, Construction Change Directive, or Engineer's Supplemental Instructions for minor changes in the Work. Use product specified if Engineer does not issue a decision on use of a proposed substitution within time allocated.

QUALITY ASSURANCE A.

1.6

Compatibility of Substitutions: Investigate and document compatibility of proposed substitution with related products and materials. Engage a qualified testing agency to perform compatibility tests recommended by manufacturers. PROCEDURES

A.

Coordination: Revise or adjust affected work as necessary to integrate work of the approved substitutions.

SUBSTITUTION PROCEDURES

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PART 2 - PRODUCTS 2.1

SUBSTITUTIONS A.

Substitutions for Cause: Submit requests for substitution immediately on discovery of need for change, but not later than 15 days prior to time required for preparation and review of related submittals. 1.

Conditions: Engineer will consider Contractor's request for substitution when the following conditions are satisfied. If the following conditions are not satisfied, Engineer will return requests without action, except to record noncompliance with these requirements: a. b. c. d. e. f. g. h. i.

Requested substitution is consistent with the Contract Documents and will produce indicated results. Requested substitution provides sustainable design characteristics that specified product provided. Substitution request is fully documented and properly submitted. Requested substitution will not adversely affect Contractor's construction schedule. Requested substitution has received necessary approvals of authorities having jurisdiction. Requested substitution is compatible with other portions of the Work. Requested substitution has been coordinated with other portions of the Work. Requested substitution provides specified warranty. If requested substitution involves more than one contractor, requested substitution has been coordinated with other portions of the Work, is uniform and consistent, is compatible with other products, and is acceptable to all contractors involved.

B.

Substitutions for Convenience: Not allowed unless otherwise indicated.

C.

Substitutions for Convenience: Engineer will consider requests for substitution if received within 30 days after the Notice of Award. Requests received after that time may be considered or rejected at discretion of Engineer. 1.

Conditions: Engineer will consider Contractor's request for substitution when the following conditions are satisfied. If the following conditions are not satisfied, Engineer will return requests without action, except to record noncompliance with these requirements: a.

b. c. d.

Requested substitution offers Owner a substantial advantage in cost, time, energy conservation, or other considerations, after deducting additional responsibilities Owner must assume. Owner's additional responsibilities may include compensation to Engineer for redesign and evaluation services, increased cost of other construction by Owner, and similar considerations. Requested substitution does not require extensive revisions to the Contract Documents. Requested substitution is consistent with the Contract Documents and will produce indicated results. Requested substitution provides sustainable design characteristics that specified product provided.

SUBSTITUTION PROCEDURES

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Substitution request is fully documented and properly submitted. Requested substitution will not adversely affect Contractor's construction schedule. Requested substitution has received necessary approvals of authorities having jurisdiction. Requested substitution is compatible with other portions of the Work. Requested substitution has been coordinated with other portions of the Work. Requested substitution provides specified warranty. If requested substitution involves more than one contractor, requested substitution has been coordinated with other portions of the Work, is uniform and consistent, is compatible with other products, and is acceptable to all contractors involved.

PART 3 - EXECUTION (Not Used) END OF SECTION 012500

SUBSTITUTION PROCEDURES

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SECTION 013100 - PROJECT MANAGEMENT AND COORDINATION PART 1 - GENERAL 1.1

RELATED DOCUMENTS A.

1.2

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

A.

Section includes administrative provisions for coordinating construction operations on Project including, but not limited to, the following: 1. 2. 3. 4.

B.

1.3

General coordination procedures. Coordination drawings. Requests for Information (RFIs). Project meetings.

Related Requirements: 1. Section 013200 "Construction Progress Documentation" for preparing and submitting Contractor's construction schedule. 2. Section 017300 "Execution" for procedures for coordinating general installation and field-engineering services, including establishment of benchmarks and control points. 3. Section 017700 "Closeout Procedures" for coordinating closeout of the Contract. DEFINITIONS

A.

1.4

RFI: Request from Owner, Engineer, or Contractor seeking information required by or clarifications of the Contract Documents. INFORMATIONAL SUBMITTALS

A.

Key Personnel Names: Within 15 days of starting construction operations, submit a list of key personnel assignments, including superintendent and other personnel in attendance at Project site. Identify individuals and their duties and responsibilities; list addresses and telephone numbers, including home, office, and cellular telephone numbers and e-mail addresses. Provide names, addresses, and telephone numbers of individuals assigned as alternates in the absence of individuals assigned to Project. 1.

Post copies of list in project meeting room, in temporary field office, and by each temporary telephone. Keep list current at all times.

PROJECT MANAGEMENT AND COORDINATION

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GENERAL COORDINATION PROCEDURES A.

Coordination: Coordinate construction operations included in different Sections of the Specifications to ensure efficient and orderly installation of each part of the Work. Coordinate construction operations, included in different Sections, which depend on each other for proper installation, connection, and operation. 1.

2. 3. B.

Prepare memoranda for distribution to each party involved, outlining special procedures required for coordination. Include such items as required notices, reports, and list of attendees at meetings. 1.

C.

Preparation of Contractor's construction schedule. Installation and removal of temporary controls. Delivery and processing of submittals. Progress meetings. Pre-installation conferences. Project closeout activities. Startup and adjustment of systems.

Conservation: Coordinate construction activities to ensure that operations are carried out with consideration given to conservation of energy, water, and materials. Coordinate use of temporary utilities to minimize waste. 1.

1.6

Prepare similar memoranda for Owner and separate contractors if coordination of their Work is required.

Administrative Procedures: Coordinate scheduling and timing of required administrative procedures with other construction activities and activities of other contractors to avoid conflicts and to ensure orderly progress of the Work. Such administrative activities include, but are not limited to, the following: 1. 2. 3. 4. 5. 6. 7.

D.

Schedule construction operations in sequence required to obtain the best results where installation of one part of the Work depends on installation of other components, before or after its own installation. Coordinate installation of different components to ensure maximum performance and accessibility for required maintenance, service, and repair. Make adequate provisions to accommodate items scheduled for later installation.

Salvage materials and equipment involved in performance of, but not actually incorporated into, the Work. See other Sections for disposition of salvaged materials that are designated as Owner's property.

REQUESTS FOR INFORMATION (RFIs) A.

General: Immediately on discovery of the need for additional information or interpretation of the Contract Documents, Contractor shall prepare and submit an RFI in the form specified. 1.

Engineer will return RFIs submitted to Engineer by other entities controlled by Contractor with no response.

PROJECT MANAGEMENT AND COORDINATION

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Coordinate and submit RFIs in a prompt manner so as to avoid delays in Contractor's work or work of subcontractors.

Content of the RFI: Include a detailed, legible description of item needing information or interpretation and the following: 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13.

Project name. Project number. Date. Name of Contractor. Name of Engineer. RFI number, numbered sequentially. RFI subject. Specification Section number and title and related paragraphs, as appropriate. Drawing number and detail references, as appropriate. Field dimensions and conditions, as appropriate. Contractor's suggested resolution. If Contractor's suggested resolution impacts the Contract Time or the Contract Sum, Contractor shall state impact in the RFI. Contractor's signature. Attachments: Include sketches, descriptions, measurements, photos, Product Data, Shop Drawings, coordination drawings, and other information necessary to fully describe items needing interpretation. a.

C.

Include dimensions, thicknesses, structural grid references, and details of affected materials, assemblies, and attachments on attached sketches.

RFI Forms: Software-generated form with substantially the same content as indicated above, acceptable to Engineer. 1.

D.

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Attachments shall be electronic files in Adobe Acrobat PDF format.

Engineer's Action: Engineer will review each RFI, determine action required, and respond. Allow seven working days for Engineer's response for each RFI. RFIs received by Engineer after 1:00 p.m. will be considered as received the following working day. 1.

The following Contractor-generated RFIs will be returned without action: a. b. c. d. e. f. g.

2. 3.

Requests for approval of submittals. Requests for approval of substitutions. Requests for approval of Contractor's means and methods. Requests for coordination information already indicated in the Contract Documents. Requests for adjustments in the Contract Time or the Contract Sum. Requests for interpretation of Engineer's actions on submittals. Incomplete RFIs or inaccurately prepared RFIs.

Engineer's action may include a request for additional information, in which case Engineer's time for response will date from time of receipt of additional information. Engineer's action on RFIs that may result in a change to the Contract Time or the Contract Sum may be eligible for Contractor to submit Change Proposal according to Section 012600 "Contract Modification Procedures."

PROJECT MANAGEMENT AND COORDINATION

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E.

Project name. Name and address of Contractor. Name and address of Engineer. RFI number including RFIs that were returned without action or withdrawn. RFI description. Date the RFI was submitted. Date Engineer's response was received.

On receipt of Engineer's action, update the RFI log and immediately distribute the RFI response to affected parties. Review response and notify Engineer within seven days if Contractor disagrees with response. 1.

1.7

If Contractor believes the RFI response warrants change in the Contract Time or the Contract Sum, notify Engineer in writing within 10 days of receipt of the RFI response.

RFI Log: Prepare, maintain, and submit a tabular log of RFIs organized by the RFI number. Submit log weekly. Software log with not less than the following: 1. 2. 3. 4. 5. 6. 7.

F.

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Identification of related Minor Change in the Work, Construction Change Directive, and Proposal Request, as appropriate.

PROJECT MEETINGS A.

General: Schedule and conduct meetings and conferences at Project site unless otherwise indicated. 1.

2. 3.

B.

Attendees: Inform participants and others involved, and individuals whose presence is required, of date and time of each meeting. Notify Owner and Engineer of scheduled meeting dates and times. Agenda: Prepare the meeting agenda. Distribute the agenda to all invited attendees. Minutes: Entity responsible for conducting meeting will record significant discussions and agreements achieved. Distribute the meeting minutes to everyone concerned, including Owner, and Engineer, within three days of the meeting.

Preconstruction Conference: Owner will schedule and conduct a preconstruction conference before starting construction, at a time convenient to Owner and Engineer, but no later than 15 days after execution of the Agreement. 1. 2.

3.

Conduct the conference to review responsibilities and personnel assignments. Attendees: Authorized representatives of Owner, Engineer, and their consultants; Contractor and its superintendent; major subcontractors; suppliers; and other concerned parties shall attend the conference. Participants at the conference shall be familiar with Project and authorized to conclude matters relating to the Work. Agenda: Discuss items of significance that could affect progress, including the following: a. b. c.

Tentative construction schedule. Phasing. Critical work sequencing and long-lead items.

PROJECT MANAGEMENT AND COORDINATION

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Designation of key personnel and their duties. Lines of communications. Procedures for processing field decisions and Change Orders. Procedures for RFIs. Procedures for testing and inspecting. Procedures for processing Applications for Payment. Distribution of the Contract Documents. Submittal procedures. Preparation of record documents. Use of the premises and existing building. Work restrictions. Working hours. Owner's occupancy requirements. Responsibility for temporary facilities and controls. Procedures for moisture and mold control. Procedures for disruptions and shutdowns. Construction waste management and recycling. Parking availability. Office, work, and storage areas. Equipment deliveries and priorities. First aid. Security. Progress cleaning.

Minutes: Entity responsible for conducting meeting will record and distribute meeting minutes.

Project Closeout Conference: Schedule and conduct a project closeout conference, at a time convenient to Owner and Engineer, but no later than 30 days prior to the scheduled date of Substantial Completion. 1. 2.

3.

Conduct the conference to review requirements and responsibilities related to Project closeout. Attendees: Authorized representatives of Owner, Engineer, and their consultants; Contractor and its superintendent; major subcontractors; suppliers; and other concerned parties shall attend the meeting. Participants at the meeting shall be familiar with Project and authorized to conclude matters relating to the Work. Agenda: Discuss items of significance that could affect or delay Project closeout, including the following: a. b. c. d. e. f. g. h. i.

Preparation of record documents. Procedures required prior to inspection for Substantial Completion and for final inspection for acceptance. Submittal of written warranties. Requirements for preparing operations and maintenance data. Requirements for delivery of material samples, attic stock, and spare parts. Requirements for demonstration and training. Preparation of Contractor's punch list. Procedures for processing Applications for Payment at Substantial Completion and for final payment. Submittal procedures.

PROJECT MANAGEMENT AND COORDINATION

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Coordination of separate contracts. Owner's partial occupancy requirements. Installation of Owner's furniture, fixtures, and equipment. Responsibility for removing temporary facilities and controls.

Minutes: Entity conducting meeting will record and distribute meeting minutes.

Progress Meetings: Conduct progress meetings at biweekly intervals. 1. 2.

3.

Coordinate dates of meetings with preparation of payment requests. Attendees: In addition to representatives of Owner, and Engineer, each contractor, subcontractor, supplier, and other entity concerned with current progress or involved in planning, coordination, or performance of future activities shall be represented at these meetings. All participants at the meeting shall be familiar with Project and authorized to conclude matters relating to the Work. Agenda: Review and correct or approve minutes of previous progress meeting. Review other items of significance that could affect progress. Include topics for discussion as appropriate to status of Project. a.

Contractor's Construction Schedule: Review progress since the last meeting. Determine whether each activity is on time, ahead of schedule, or behind schedule, in relation to Contractor's construction schedule. Determine how construction behind schedule will be expedited; secure commitments from parties involved to do so. Discuss whether schedule revisions are required to ensure that current and subsequent activities will be completed within the Contract Time. 1)

b.

Review present and future needs of each entity present, including the following: 1) 2) 3) 4) 5) 6) 7) 8) 9) 10) 11) 12) 13) 14) 15) 16) 17) 18)

4.

Review schedule for next period.

Interface requirements. Sequence of operations. Status of submittals. Deliveries. Off-site fabrication. Access. Site utilization. Temporary facilities and controls. Progress cleaning. Quality and work standards. Status of correction of deficient items. Field observations. Status of RFIs. Status of proposal requests. Pending changes. Status of Change Orders. Pending claims and disputes. Documentation of information for payment requests.

Minutes: Entity responsible for conducting the meeting will record and distribute the meeting minutes to each party present and to parties requiring information.

PROJECT MANAGEMENT AND COORDINATION

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Schedule Updating: Revise Contractor's construction schedule after each progress meeting where revisions to the schedule have been made or recognized. Issue revised schedule concurrently with the report of each meeting.

Coordination Meetings: Conduct Project coordination meetings at regular intervals. Project coordination meetings are in addition to specific meetings held for other purposes, such as progress meetings and pre-installation conferences. 1.

2.

Attendees: In addition to representatives of Owner and Engineer, each contractor, subcontractor, supplier, and other entity concerned with current progress or involved in planning, coordination, or performance of future activities shall be represented at these meetings. All participants at the meetings shall be familiar with Project and authorized to conclude matters relating to the Work. Agenda: Review and correct or approve minutes of the previous coordination meeting. Review other items of significance that could affect progress. Include topics for discussion as appropriate to status of Project. a.

b.

c.

Combined Contractor's Construction Schedule: Review progress since the last coordination meeting. Determine whether each contract is on time, ahead of schedule, or behind schedule, in relation to combined Contractor's construction schedule. Determine how construction behind schedule will be expedited; secure commitments from parties involved to do so. Discuss whether schedule revisions are required to ensure that current and subsequent activities will be completed within the Contract Time. Schedule Updating: Revise combined Contractor's construction schedule after each coordination meeting where revisions to the schedule have been made or recognized. Issue revised schedule concurrently with report of each meeting. Review present and future needs of each contractor present, including the following: 1) 2) 3) 4) 5) 6) 7) 8) 9) 10) 11) 12) 13)

3.

Interface requirements. Sequence of operations. Status of submittals. Deliveries. Off-site fabrication. Access. Site utilization. Temporary controls. Work hours. Hazards and risks. Progress cleaning. Quality and work standards. Change Orders.

Reporting: Record meeting results and distribute copies to everyone in attendance and to others affected by decisions or actions resulting from each meeting.

PROJECT MANAGEMENT AND COORDINATION

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PART 2 - PRODUCTS (Not Used) PART 3 - EXECUTION (Not Used) END OF SECTION 013100

PROJECT MANAGEMENT AND COORDINATION

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SECTION 013200 - CONSTRUCTION PROGRESS DOCUMENTATION PART 1 - GENERAL 1.1

RELATED DOCUMENTS A.

1.2

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

A.

Section includes administrative and procedural requirements for documenting the progress of construction during performance of the Work, including the following: 1. 2.

B.

1.3

Startup construction schedule. Contractor's construction schedule.

Related Requirements: 1. Section 013300 "Submittal Procedures" for submitting schedules and reports. 2. Section 014000 "Quality Requirements" for submitting a schedule of tests and inspections. DEFINITIONS

A.

Activity: A discrete part of a project that can be identified for planning, scheduling, monitoring, and controlling the construction project. Activities included in a construction schedule consume time and resources. 1. 2. 3.

B.

1.4

Critical Activity: An activity on the critical path that must start and finish on the planned early start and finish times. Predecessor Activity: An activity that precedes another activity in the network. Successor Activity: An activity that follows another activity in the network.

Resource Loading: The allocation of manpower and equipment necessary for the completion of an activity as scheduled. INFORMATIONAL SUBMITTALS

A.

Format for Submittals: Submit required submittals in the following format: 1. 2.

B.

Working electronic copy of schedule file, where indicated. PDF electronic file.

Startup construction schedule.

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C.

Startup Network Diagram: Of size required to display entire network for entire construction period. Show logic ties for activities.

D.

Contractor's Construction Schedule: Initial schedule, of size required to display entire schedule for entire construction period.

PART 2 - PRODUCTS 2.1

CONTRACTOR'S CONSTRUCTION SCHEDULE, GENERAL A.

Time Frame: Extend schedule from date established for the Notice of Award to date of final completion. 1.

B.

Activities: Treat each story or separate area as a separate numbered activity for each main element of the Work. Comply with the following: 1. 2.

3.

4. 5.

6. C.

Contract completion date shall not be changed by submission of a schedule that shows an early completion date, unless specifically authorized by Change Order.

Activity Duration: Define activities so no activity is longer than 20 days, unless specifically allowed by Engineer. Procurement Activities: Include procurement process activities for the following long lead items and major items, requiring a cycle of more than 60 days, as separate activities in schedule. Procurement cycle activities include, but are not limited to, submittals, approvals, purchasing, fabrication, and delivery. a.

Building Control Units

b.

Web Server

Submittal Review Time: Include review and resubmittal times indicated in Section 013300 "Submittal Procedures" in schedule. Coordinate submittal review times in Contractor's construction schedule with submittal schedule. Startup and Testing Time: Include no fewer than 15 days for startup and testing. Substantial Completion: Indicate completion in advance of date established for Substantial Completion, and allow time for Engineer's administrative procedures necessary for certification of Substantial Completion. Punch List and Final Completion: Include not more than 10 days for completion of punch list items and final completion.

Constraints: Include constraints and work restrictions indicated in the Contract Documents and as follows in schedule, and show how the sequence of the Work is affected. 1. 2.

Phasing: Arrange list of activities on schedule by phase. Products Ordered in Advance: Include a separate activity for each product. Include delivery date indicated in Section 011000 "Summary." Delivery dates indicated stipulate the earliest possible delivery date.

CONSTRUCTION PROGRESS DOCUMENTATION

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Work Stages: Indicate important stages of construction for each major portion of the Work, including, but not limited to, the following: a. b. c. d. e. f. g. h.

4.

2.2

Subcontract awards. Submittals. Purchases. Deliveries. Installation. Tests and inspections. Adjusting. Startup and placement into final use and operation.

Construction Areas: Identify each major area of construction for each major portion of the Work. Indicate where each construction activity within a major area must be sequenced or integrated with other construction activities to provide for the following: a. b.

D.

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Temporary enclosure and space conditioning. Substantial Completion.

Milestones: Include milestones indicated in the Contract Documents in schedule, including, but not limited to, the Notice to Proceed, Substantial Completion, and final completion and the following interim milestones: 1.

Update communication trunk layout (Alternate Bid)

2.

DDC Equipment delivered

3.

BAS System installation complete.

STARTUP CONSTRUCTION SCHEDULE A.

Bar-Chart Schedule: Submit startup, horizontal, bar-chart-type construction schedule within seven days of date established for the Notice of Award.

B.

Preparation: Indicate each significant construction activity separately. Identify first workday of each week with a continuous vertical line. Outline significant construction activities for first 90 days of construction. Include skeleton diagram for the remainder of the Work and a cash requirement prediction based on indicated activities.

2.3

CONTRACTOR'S CONSTRUCTION SCHEDULE (GANTT CHART) A.

Gantt-Chart Schedule: Submit a comprehensive, fully developed, horizontal, Gantt-chart-type, Contractor's construction schedule within 30 days of date established for the Notice of Award. Base schedule on the startup construction schedule and additional information received since the start of Project.

B.

Preparation: Indicate each significant construction activity separately. Identify first workday of each week with a continuous vertical line.

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For construction activities that require three months or longer to complete, indicate an estimated completion percentage in 10 percent increments within time bar.

PART 3 - EXECUTION 3.1

CONTRACTOR'S CONSTRUCTION SCHEDULE A.

Contractor's Construction Schedule Updating: At monthly intervals, update schedule to reflect actual construction progress and activities. Issue schedule one week before each regularly scheduled progress meeting. 1.

2. 3. B.

Revise schedule immediately after each meeting or other activity where revisions have been recognized or made. Issue updated schedule concurrently with the report of each such meeting. Include a report with updated schedule that indicates every change, including, but not limited to, changes in logic, durations, actual starts and finishes, and activity durations. As the Work progresses, indicate final completion percentage for each activity.

Distribution: Distribute copies of approved schedule to Engineer, Owner, separate contractors, testing and inspecting agencies, and other parties identified by Contractor with a need-to-know schedule responsibility. 1. 2.

Post copies in Project meeting rooms and temporary field offices. When revisions are made, distribute updated schedules to the same parties and post in the same locations. Delete parties from distribution when they have completed their assigned portion of the Work and are no longer involved in performance of construction activities.

END OF SECTION 013200

CONSTRUCTION PROGRESS DOCUMENTATION

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SECTION 013300 - SUBMITTAL PROCEDURES PART 1 - GENERAL 1.1

RELATED DOCUMENTS A.

1.2

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

A.

Section includes requirements for the submittal schedule and administrative and procedural requirements for submitting Shop Drawings, Product Data, Samples, and other submittals.

B.

Related Requirements: 1. 2. 3.

1.3

Section 013200 "Construction Progress Documentation" for submitting schedules and reports, including Contractor's construction schedule. Section 017823 "Operation and Maintenance Data" for submitting operation and maintenance manuals. Section 017900 "Demonstration and Training" for submitting video recordings of demonstration of equipment and training of Owner's personnel.

DEFINITIONS A.

Action Submittals: Written and graphic information and physical samples that require Engineer's responsive action. Action submittals are those submittals indicated in individual Specification Sections as "action submittals."

B.

Informational Submittals: Written and graphic information and physical samples that do not require Engineer's responsive action. Submittals may be rejected for not complying with requirements. Informational submittals are those submittals indicated in individual Specification Sections as "informational submittals."

C.

File Transfer Protocol (FTP): Communications protocol that enables transfer of files to and from another computer over a network and that serves as the basis for standard Internet protocols. An FTP site is a portion of a network located outside of network firewalls within which internal and external users are able to access files.

D.

Portable Document Format (PDF): An open standard file format licensed by Adobe Systems used for representing documents in a device-independent and display resolution-independent fixed-layout document format.

SUBMITTAL PROCEDURES

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ACTION SUBMITTALS A.

Submittal Schedule: Submit a schedule of submittals, arranged in chronological order by dates required by construction schedule. Include time required for review, ordering, manufacturing, fabrication, and delivery when establishing dates. Include additional time required for making corrections or revisions to submittals noted by Engineer and additional time for handling and reviewing submittals required by those corrections. 1. 2.

3.

Coordinate submittal schedule with Contractor's construction schedule. Initial Submittal: Submit concurrently with startup construction schedule. Include submittals required during the first 60 days of construction. List those submittals required to maintain orderly progress of the Work and those required early because of long lead time for manufacture or fabrication. Final Submittal: Submit concurrently with the first complete submittal of Contractor's construction schedule. a.

4.

Format: Arrange the following information in a tabular format: a. b. c. d. e. f. g.

1.5

Submit revised submittal schedule to reflect changes in current status and timing for submittals.

Scheduled date for first submittal. Specification Section number and title. Submittal category: Action; informational. Name of subcontractor. Description of the Work covered. Scheduled date for Engineer's final release or approval. Scheduled date of fabrication.

SUBMITTAL ADMINISTRATIVE REQUIREMENTS A.

Engineer's Digital Data Files: Electronic digital data files of the Contract Drawings will not be provided by Engineer for Contractor's use in preparing submittals.

B.

Coordination: Coordinate preparation and processing of submittals with performance of construction activities. 1. 2. 3.

C.

Coordinate each submittal with fabrication, purchasing, testing, delivery, other submittals, and related activities that require sequential activity. Submit all submittal items required for each Specification Section concurrently unless partial submittals for portions of the Work are indicated on approved submittal schedule. Submit action submittals and informational submittals required by the same Specification Section as separate packages under separate transmittals.

Processing Time: Allow time for submittal review, including time for resubmittals, as follows. Time for review shall commence on Engineer’s receipt of submittal. No extension of the Contract Time will be authorized because of failure to transmit submittals enough in advance of the Work to permit processing, including resubmittals.

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Initial Review: Allow 10 days for initial review of each submittal. Allow additional time if coordination with subsequent submittals is required. Engineer will advise Contractor when a submittal being processed must be delayed for coordination. Intermediate Review: If intermediate submittal is necessary, process it in same manner as initial submittal. Resubmittal Review: Allow 5 days for review of each resubmittal.

Electronic Submittals: Identify and incorporate information in each electronic submittal file as follows: 1.

2.

Assemble complete submittal package into a single indexed file incorporating submittal requirements of a single Specification Section and transmittal form with links enabling navigation to each item. Name file with submittal number or other unique identifier, including revision identifier. a.

3. 4.

Provide means for insertion to permanently record Contractor's review and approval markings and action taken by Engineer Transmittal Form for Electronic Submittals: Use electronic form acceptable to Owner, containing the following information: a. b. c. d. e. f. g. h. i. j. k. l. m. n. o. p. q. r. s.

5.

File name shall use project identifier and Specification Section number followed by a decimal point and then a sequential number (e.g., LNHS-061000.01). Resubmittals shall include an alphabetic suffix after another decimal point (e.g., LNHS-061000.01.A).

Project name. Date. Name and address of Engineer. Name of Construction Manager. Name of Contractor. Name of firm or entity that prepared submittal. Names of subcontractor, manufacturer, and supplier. Category and type of submittal. Submittal purpose and description. Specification Section number and title. Specification paragraph number or drawing designation and generic name for each of multiple items. Drawing number and detail references, as appropriate. Location(s) where product is to be installed, as appropriate. Related physical samples submitted directly. Indication of full or partial submittal. Transmittal number. Submittal and transmittal distribution record. Other necessary identification. Remarks.

Metadata: Include the following information as keywords in the electronic submittal file metadata: a. b.

Project name. Number and title of appropriate Specification Section.

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Manufacturer name. Product name.

E.

Options: Identify options requiring selection by Engineer.

F.

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

G.

Resubmittals: Make resubmittals in same form and number of copies as initial submittal. 1. 2. 3.

Note date and content of previous submittal. Note date and content of revision in label or title block and clearly indicate extent of revision. Resubmit submittals until they are marked with approval notation from Engineer's action stamp.

H.

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

I.

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

PART 2 - PRODUCTS 2.1

SUBMITTAL PROCEDURES A.

General Submittal Procedure Requirements: Prepare and submit submittals required by individual Specification Sections. Types of submittals are indicated in individual Specification Sections. 1.

Submit electronic submittals via email as PDF electronic files. a.

2.

Engineer will return annotated file. Annotate and retain one copy of file as an electronic Project record document file. Certificates and Certifications Submittals: Provide a statement that includes signature of entity responsible for preparing certification. Certificates and certifications shall be signed by an officer or other individual authorized to sign documents on behalf of that entity. a.

B.

Provide a digital signature with digital certificate on electronically submitted certificates and certifications where indicated.

Product Data: Collect information into a single submittal for each element of construction and type of product or equipment.

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If information must be specially prepared for submittal because standard published data are not suitable for use, submit as Shop Drawings, not as Product Data. Mark each copy of each submittal to show which products and options are applicable. Include the following information, as applicable: a. b. c. d. e. f. g. h.

4.

PDF electronic file.

Shop Drawings: Prepare Project-specific information, drawn accurately to scale. Do not base Shop Drawings on reproductions of the Contract Documents or standard printed data, unless submittal based on Engineer's digital data drawing files is otherwise permitted. 1.

Preparation: Fully illustrate requirements in the Contract Documents. following information, as applicable: a. b. c. d. e. f. g.

2.

3.

Include the

Identification of products. Schedules. Compliance with specified standards. Notation of coordination requirements. Notation of dimensions established by field measurement. Relationship and attachment to adjoining construction clearly indicated. Seal and signature of professional engineer if specified.

Sheet Size: Except for templates, patterns, and similar full-size drawings, submit Shop Drawings on sheets at least 8-1/2 by 11 inches (215 by 280 mm), but no larger than 30 by 42 inches. Submit Shop Drawings in the following format: a.

D.

Wiring diagrams showing factory-installed wiring. Operational range diagrams. Clearances required to other construction, if not indicated on accompanying Shop Drawings.

Submit Product Data before or concurrent with Samples. Submit Product Data in the following format: a.

C.

Manufacturer's catalog cuts. Manufacturer's product specifications. Standard color charts. Statement of compliance with specified referenced standards. Testing by recognized testing agency. Application of testing agency labels and seals. Notation of coordination requirements. Availability and delivery time information.

For equipment, include the following in addition to the above, as applicable: a. b. c.

5. 6.

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PDF electronic file.

Product Schedule: As required in individual Specification Sections, prepare a written summary indicating types of products required for the Work and their intended location. Include the following information in tabular form:

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Type of product. Include unique identifier for each product indicated in the Contract Documents or assigned by Contractor if none is indicated. Manufacturer and product name, and model number if applicable. Number and name of room or space. Location within room or space. Submit product schedule in the following format: a.

PDF electronic file.

E.

Contractor's Construction Schedule: Comply with requirements specified in Section 013200 "Construction Progress Documentation."

F.

Application for Payment: Comply with requirements specified in Section 012900 "Payment Procedures."

G.

Test and Inspection Reports and Schedule of Tests and Inspections Submittals: Comply with requirements specified in Section 014000 "Quality Requirements."

H.

Closeout Submittals and Maintenance Material Submittals: specified in Section 017700 "Closeout Procedures."

I.

Maintenance Data: Comply with requirements specified in Section 017823 "Operation and Maintenance Data."

J.

Manufacturer Certificates: Submit written statements on manufacturer's letterhead certifying that manufacturer complies with requirements in the Contract Documents. Include evidence of manufacturing experience where required.

K.

Product Certificates: Submit written statements on manufacturer's letterhead certifying that product complies with requirements in the Contract Documents.

L.

Material Certificates: Submit written statements on manufacturer's letterhead certifying that material complies with requirements in the Contract Documents.

M.

Product Test Reports: Submit written reports indicating that current product produced by manufacturer complies with requirements in the Contract Documents. Base reports on evaluation of tests performed by manufacturer and witnessed by a qualified testing agency, or on comprehensive tests performed by a qualified testing agency.

N.

Design Data: Prepare and submit written and graphic information, including, but not limited to, performance and design criteria, list of applicable codes and regulations, and calculations. Include list of assumptions and other performance and design criteria and a summary of loads. Include load diagrams if applicable. Provide name and version of software, if any, used for calculations. Include page numbers.

SUBMITTAL PROCEDURES

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PART 3 - EXECUTION 3.1

CONTRACTOR'S REVIEW A.

Action and Informational Submittals: Review each submittal and check for coordination with other Work of the Contract and for compliance with the Contract Documents. Note corrections and field dimensions. Mark with approval stamp before submitting to Engineer.

B.

Project Closeout and Maintenance Material Submittals: See requirements in Section 017700 "Closeout Procedures."

C.

Approval Stamp: Stamp each submittal with a uniform, approval stamp. Include Project name and location, submittal number, Specification Section title and number, name of reviewer, date of Contractor's approval, and statement certifying that submittal has been reviewed, checked, and approved for compliance with the Contract Documents.

3.2

ENGINEER'S ACTION A.

Action Submittals: Engineer will review each submittal, make marks to indicate corrections or revisions required, and return it. Engineer will stamp each submittal with an action stamp and will mark stamp appropriately to indicate action.

B.

Informational Submittals: Engineer will review each submittal and will not return it, or will return it if it does not comply with requirements. Engineer will forward each submittal to appropriate party.

C.

Partial submittals prepared for a portion of the Work will be reviewed when use of partial submittals has received prior approval from Engineer.

D.

Incomplete submittals are unacceptable, will be considered nonresponsive, and will be returned for resubmittal without review.

E.

Submittals not required by the Contract Documents may be returned by the Engineer without action.

END OF SECTION 013300

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SECTION 014000 - QUALITY REQUIREMENTS PART 1 - GENERAL 1.1

RELATED DOCUMENTS A.

1.2

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

A.

Section includes administrative and procedural requirements for quality assurance and quality control.

B.

Testing and inspecting services are required to verify compliance with requirements specified or indicated. These services do not relieve Contractor of responsibility for compliance with the Contract Document requirements. 1.

2.

3.

4. 1.3

Specific quality-assurance and -control requirements for individual construction activities are specified in the Sections that specify those activities. Requirements in those Sections may also cover production of standard products. Specified tests, inspections, and related actions do not limit Contractor's other qualityassurance and -control procedures that facilitate compliance with the Contract Document requirements. Requirements for Contractor to provide quality-assurance and -control services required by Engineer, Owner, or authorities having jurisdiction are not limited by provisions of this Section. Specific test and inspection requirements are not specified in this Section.

DEFINITIONS A.

Quality-Assurance Services: Activities, actions, and procedures performed before and during execution of the Work to guard against defects and deficiencies and substantiate that proposed construction will comply with requirements.

B.

Quality-Control Services: Tests, inspections, procedures, and related actions during and after execution of the Work to evaluate that actual products incorporated into the Work and completed construction comply with requirements. Services do not include contract enforcement activities performed by Engineer or Construction Manager.

C.

Preconstruction Testing: Tests and inspections performed specifically for Project before products and materials are incorporated into the Work, to verify performance or compliance with specified criteria.

D.

Product Testing: Tests and inspections that are performed by an NRTL, an NVLAP, or a testing agency qualified to conduct product testing and acceptable to authorities having jurisdiction, to establish product performance and compliance with specified requirements.

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E.

Source Quality-Control Testing: Tests and inspections that are performed at the source, e.g., plant, mill, factory, or shop.

F.

Field Quality-Control Testing: Tests and inspections that are performed on-site for installation of the Work and for completed Work.

G.

Testing Agency: An entity engaged to perform specific tests, inspections, or both. Testing laboratory shall mean the same as testing agency.

H.

Installer/Applicator/Erector: Contractor or another entity engaged by Contractor as an employee, Subcontractor, or Sub-subcontractor, to perform a particular construction operation, including installation, erection, application, and similar operations. 1.

I.

1.4

Use of trade-specific terminology in referring to a trade or entity does not require that certain construction activities be performed by accredited or unionized individuals, or that requirements specified apply exclusively to specific trade(s).

Experienced: When used with an entity or individual, "experienced" means having successfully completed a minimum of five previous projects similar in nature, size, and extent to this Project; being familiar with special requirements indicated; and having complied with requirements of authorities having jurisdiction. CONFLICTING REQUIREMENTS

A.

Referenced Standards: If compliance with two or more standards is specified and the standards establish different or conflicting requirements for minimum quantities or quality levels, comply with the most stringent requirement. Refer conflicting requirements that are different, but apparently equal, to Engineer for a decision before proceeding.

B.

Minimum Quantity or Quality Levels: The quantity or quality level shown or specified shall be the minimum provided or performed. The actual installation may comply exactly with the minimum quantity or quality specified, or it may exceed the minimum within reasonable limits. To comply with these requirements, indicated numeric values are minimum or maximum, as appropriate, for the context of requirements. Refer uncertainties to Engineer for a decision before proceeding.

1.5

INFORMATIONAL SUBMITTALS A.

Contractor's Quality-Control Plan: For quality-assurance and quality-control activities and responsibilities.

B.

Testing Agency Qualifications: For testing agencies specified in "Quality Assurance" Article to demonstrate their capabilities and experience. Include proof of qualifications in the form of a recent report on the inspection of the testing agency by a recognized authority.

C.

Schedule of Tests and Inspections: Prepare in tabular form and include the following: 1. 2.

Specification Section number and title. Entity responsible for performing tests and inspections.

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Description of test and inspection. Identification of applicable standards. Identification of test and inspection methods. Number of tests and inspections required. Time schedule or time span for tests and inspections. Requirements for obtaining samples. Unique characteristics of each quality-control service.

CONTRACTOR'S QUALITY-CONTROL PLAN A.

Quality-Control Plan, General: Submit quality-control plan within 10 days of Notice of Award, and not less than five days prior to preconstruction conference. Submit in format acceptable to Engineer. Identify personnel, procedures, controls, instructions, tests, records, and forms to be used to carry out Contractor's quality-assurance and quality-control responsibilities. Coordinate with Contractor's construction schedule.

B.

Quality-Control Personnel Qualifications: Engage qualified full-time personnel trained and experienced in managing and executing quality-assurance and quality-control procedures similar in nature and extent to those required for Project. 1.

Project quality-control manager may also serve as Project superintendent.

C.

Submittal Procedure: Describe procedures for ensuring compliance with requirements through review and management of submittal process. Indicate qualifications of personnel responsible for submittal review.

D.

Testing and Inspection: In quality-control plan, include a comprehensive schedule of Work requiring testing or inspection, including the following: 1.

2. 3.

Contractor-performed tests and inspections including subcontractor-performed tests and inspections. Include required tests and inspections and Contractor-elected tests and inspections. Special inspections required by authorities having jurisdiction and indicated on the "Statement of Special Inspections." Owner-performed tests and inspections indicated in the Contract Documents.

E.

Continuous Inspection of Workmanship: Describe process for continuous inspection during construction to identify and correct deficiencies in workmanship in addition to testing and inspection specified. Indicate types of corrective actions to be required to bring work into compliance with standards of workmanship established by Contract requirements and approved mockups.

F.

Monitoring and Documentation: Maintain testing and inspection reports including log of approved and rejected results. Include work Engineer has indicated as nonconforming or defective. Indicate corrective actions taken to bring nonconforming work into compliance with requirements. Comply with requirements of authorities having jurisdiction.

QUALITY REQUIREMENTS

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REPORTS AND DOCUMENTS A.

Test and Inspection Reports: Prepare and submit certified written reports specified in other Sections. Include the following: 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13.

B.

Manufacturer's Technical Representative's Field Reports: Prepare written information documenting manufacturer's technical representative's tests and inspections specified in other Sections. Include the following: 1. 2. 3. 4. 5. 6. 7.

C.

Date of issue. Project title and number. Name, address, and telephone number of testing agency. Dates and locations of samples and tests or inspections. Names of individuals making tests and inspections. Description of the Work and test and inspection method. Identification of product and Specification Section. Complete test or inspection data. Test and inspection results and an interpretation of test results. Record of temperature and weather conditions at time of sample taking and testing and inspecting. Comments or professional opinion on whether tested or inspected Work complies with the Contract Document requirements. Name and signature of laboratory inspector. Recommendations on retesting and re-inspecting.

Name, address, and telephone number of technical representative making report. Statement on condition of substrates and their acceptability for installation of product. Statement that products at Project site comply with requirements. Summary of installation procedures being followed, whether they comply with requirements and, if not, what corrective action was taken. Results of operational and other tests and a statement of whether observed performance complies with requirements. Statement whether conditions, products, and installation will affect warranty. Other required items indicated in individual Specification Sections.

Factory-Authorized Service Representative's Reports: Prepare written information documenting manufacturer's factory-authorized service representative's tests and inspections specified in other Sections. Include the following: 1. 2. 3. 4. 5.

Name, address, and telephone number of factory-authorized service representative making report. Statement that equipment complies with requirements. Results of operational and other tests and a statement of whether observed performance complies with requirements. Statement whether conditions, products, and installation will affect warranty. Other required items indicated in individual Specification Sections.

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QUALITY ASSURANCE A.

General: Qualifications paragraphs in this article establish the minimum qualification levels required; individual Specification Sections specify additional requirements.

B.

Manufacturer Qualifications: A firm experienced in manufacturing products or systems similar to those indicated for this Project and with a record of successful in-service performance, as well as sufficient production capacity to produce required units.

C.

Fabricator Qualifications: A firm experienced in producing products similar to those indicated for this Project and with a record of successful in-service performance, as well as sufficient production capacity to produce required units.

D.

Installer Qualifications: A firm or individual experienced in installing, erecting, or assembling work similar in material, design, and extent to that indicated for this Project, whose work has resulted in construction with a record of successful in-service performance.

E.

Testing Agency Qualifications: An NRTL, an NVLAP, or an independent agency with the experience and capability to conduct testing and inspecting indicated, as documented according to ASTM E 329; and with additional qualifications specified in individual Sections; and, where required by authorities having jurisdiction, that is acceptable to authorities. 1. 2.

NRTL: A nationally recognized testing laboratory according to 29 CFR 1910.7. NVLAP: A testing agency accredited according to NIST's National Voluntary Laboratory Accreditation Program.

F.

Manufacturer's Technical Representative Qualifications: An authorized representative of manufacturer who is trained and approved by manufacturer to observe and inspect installation of manufacturer's products that are similar in material, design, and extent to those indicated for this Project.

G.

Factory-Authorized Service Representative Qualifications: An authorized representative of manufacturer who is trained and approved by manufacturer to inspect installation of manufacturer's products that are similar in material, design, and extent to those indicated for this Project.

H.

Preconstruction Testing: Where testing agency is indicated to perform preconstruction testing for compliance with specified requirements for performance and test methods, comply with the following: 1.

Contractor responsibilities include the following: a. b. c.

2.

Provide test specimens representative of proposed products and construction. Submit specimens in a timely manner with sufficient time for testing and analyzing results to prevent delaying the Work. Provide sizes and configurations of test assemblies, mockups, and laboratory mockups to adequately demonstrate capability of products to comply with performance requirements.

Testing Agency Responsibilities: Submit a certified written report of each test, inspection, and similar quality-assurance service to Engineer, with copy to Contractor.

QUALITY REQUIREMENTS

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Interpret tests and inspections and state in each report whether tested and inspected work complies with or deviates from the Contract Documents. 1.9

QUALITY CONTROL A.

Contractor Responsibilities: Tests and inspections not explicitly assigned to Owner are Contractor's responsibility. Perform additional quality-control activities required to verify that the Work complies with requirements, whether specified or not. 1.

Unless otherwise indicated, provide quality-control services specified and those required by authorities having jurisdiction. Perform quality-control services required of Contractor by authorities having jurisdiction, whether specified or not.

2.

Notify testing agencies at least 24 hours in advance of time when Work that requires testing or inspecting will be performed. Where quality-control services are indicated as Contractor's responsibility, submit a certified written report, in duplicate, of each quality-control service. Testing and inspecting requested by Contractor and not required by the Contract Documents are Contractor's responsibility. Submit additional copies of each written report directly to authorities having jurisdiction, when they so direct.

3. 4. 5. B.

Manufacturer's Field Services: Where indicated, engage a factory-authorized service representative to inspect field-assembled components and equipment installation, including service connections. Report results in writing as specified in Section 013300 "Submittal Procedures."

C.

Manufacturer's Technical Services: Where indicated, engage a manufacturer's technical representative to observe and inspect the Work. Manufacturer's technical representative's services include participation in pre-installation conferences, examination of substrates and conditions, verification of materials, observation of Installer activities, inspection of completed portions of the Work, and submittal of written reports.

D.

Testing Agency Responsibilities: Cooperate with Engineer and Contractor in performance of duties. Provide qualified personnel to perform required tests and inspections. 1. 2. 3. 4. 5. 6.

E.

Notify Engineer and Contractor promptly of irregularities or deficiencies observed in the Work during performance of its services. Determine the location from which test samples will be taken and in which in-situ tests are conducted. Conduct and interpret tests and inspections and state in each report whether tested and inspected work complies with or deviates from requirements. Submit a certified written report, in duplicate, of each test, inspection, and similar quality-control service through Contractor. Do not release, revoke, alter, or increase the Contract Document requirements or approve or accept any portion of the Work. Do not perform any duties of Contractor.

Associated Services: Cooperate with agencies performing required tests, inspections, and similar quality-control services, and provide reasonable auxiliary services as requested. Notify

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agency sufficiently in advance of operations to permit assignment of personnel. Provide the following: 1. 2. 3. 4. 5. 6. 7. F.

Coordination: Coordinate sequence of activities to accommodate required quality-assurance and -control services with a minimum of delay and to avoid necessity of removing and replacing construction to accommodate testing and inspecting. 1.

G.

Access to the Work. Incidental labor and facilities necessary to facilitate tests and inspections. Adequate quantities of representative samples of materials that require testing and inspecting. Assist agency in obtaining samples. Facilities for storage and field curing of test samples. Delivery of samples to testing agencies. Preliminary design mix proposed for use for material mixes that require control by testing agency. Security and protection for samples and for testing and inspecting equipment at Project site.

Schedule times for tests, inspections, obtaining samples, and similar activities.

Schedule of Tests and Inspections: Prepare a schedule of tests, inspections, and similar qualitycontrol services required by the Contract Documents as a component of Contractor's qualitycontrol plan. Coordinate and submit concurrently with Contractor's construction schedule. Update as the Work progresses. 1.

Distribution: Distribute schedule to Owner, Engineer, testing agencies, and each party involved in performance of portions of the Work where tests and inspections are required.

PART 2 - PRODUCTS (Not Used) PART 3 - EXECUTION 3.1

TEST AND INSPECTION LOG A.

Test and Inspection Log: Prepare a record of tests and inspections. Include the following: 1. 2. 3. 4.

B.

3.2

Date test or inspection was conducted. Description of the Work tested or inspected. Date test or inspection results were transmitted to Engineer. Identification of testing agency or special inspector conducting test or inspection.

Maintain log at Project site. Post changes and revisions as they occur. Provide access to test and inspection log for Engineer's reference during normal working hours. REPAIR AND PROTECTION

A.

General: On completion of testing, inspecting, sample taking, and similar services, repair damaged construction and restore substrates and finishes.

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Provide materials and comply with installation requirements specified in other Specification Sections or matching existing substrates and finishes. Restore patched areas and extend restoration into adjoining areas with durable seams that are as invisible as possible. Comply with the Contract Document requirements for cutting and patching in Section 017300 "Execution."

B.

Protect construction exposed by or for quality-control service activities.

C.

Repair and protection are Contractor's responsibility, regardless of the assignment of responsibility for quality-control services.

END OF SECTION 014000

QUALITY REQUIREMENTS

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SECTION 016000 - PRODUCT REQUIREMENTS PART 1 - GENERAL 1.1

RELATED DOCUMENTS A.

1.2

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

A.

Section includes administrative and procedural requirements for selection of products for use in Project; product delivery, storage, and handling; manufacturers' standard warranties on products; special warranties; and comparable products.

B.

Related Requirements: 1. Section 012500 "Substitution Procedures" for requests for substitutions.

1.3

DEFINITIONS A.

Products: Items obtained for incorporating into the Work, whether purchased for Project or taken from previously purchased stock. The term "product" includes the terms "material," "equipment," "system," and terms of similar intent. 1.

2.

3.

B.

Named Products: Items identified by manufacturer's product name, including make or model number or other designation shown or listed in manufacturer's published product literature, which is current as of date of the Contract Documents. New Products: Items that have not previously been incorporated into another project or facility. Products salvaged or recycled from other projects are not considered new products. Comparable Product: Product that is demonstrated and approved through submittal process to have the indicated qualities related to type, function, dimension, in-service performance, physical properties, appearance, and other characteristics that equal or exceed those of specified product.

Basis-of-Design Product Specification: A specification in which a specific manufacturer's product is named and accompanied by the words "basis-of-design product," including make or model number or other designation, to establish the significant qualities related to type, function, dimension, in-service performance, physical properties, appearance, and other characteristics for purposes of evaluating comparable products of additional manufacturers named in the specification.

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ACTION SUBMITTALS A.

Comparable Product Requests: Submit request for consideration of each comparable product. Identify product or fabrication or installation method to be replaced. Include Specification Section number and title and Drawing numbers and titles. 1. 2.

Include data to indicate compliance with the requirements specified in "Comparable Products" Article. Engineer's Action: If necessary, Engineer will request additional information or documentation for evaluation within one week of receipt of a comparable product request. Engineer will notify Contractor of approval or rejection of proposed comparable product request within 15 days of receipt of request, or seven days of receipt of additional information or documentation, whichever is later. a. b.

B.

1.5

Form of Approval: As specified in Section 013300 "Submittal Procedures." Use product specified if Engineer does not issue a decision on use of a comparable product request within time allocated.

Basis-of-Design Product Specification Submittal: Comply with requirements in Section 013300 "Submittal Procedures." Show compliance with requirements. QUALITY ASSURANCE

A.

Compatibility of Options: If Contractor is given option of selecting between two or more products for use on Project, select product compatible with products previously selected, even if previously selected products were also options. 1. 2.

1.6

Each contractor is responsible for providing products and construction methods compatible with products and construction methods of other contractors. If a dispute arises between contractors over concurrently selectable but incompatible products, Engineer will determine which products shall be used.

PRODUCT DELIVERY, STORAGE, AND HANDLING A.

Deliver, store, and handle products using means and methods that will prevent damage, deterioration, and loss, including theft and vandalism. Comply with manufacturer's written instructions.

B.

Delivery and Handling: 1. 2.

3.

Schedule delivery to minimize long-term storage at Project site and to prevent overcrowding of construction spaces. Coordinate delivery with installation time to ensure minimum holding time for items that are flammable, hazardous, easily damaged, or sensitive to deterioration, theft, and other losses. Deliver products to Project site in an undamaged condition in manufacturer's original sealed container or other packaging system, complete with labels and instructions for handling, storing, unpacking, protecting, and installing.

PRODUCT REQUIREMENTS

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Inspect products on delivery to determine compliance with the Contract Documents and to determine that products are undamaged and properly protected.

Storage: 1. 2. 3. 4. 5. 6. 7.

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Store products to allow for inspection and measurement of quantity or counting of units. Store materials in a manner that will not endanger Project structure. Store products that are subject to damage by the elements, under cover in a weathertight enclosure above ground, with ventilation adequate to prevent condensation. Protect foam plastic from exposure to sunlight, except to extent necessary for period of installation and concealment. Comply with product manufacturer's written instructions for temperature, humidity, ventilation, and weather-protection requirements for storage. Protect stored products from damage and liquids from freezing. Coordinate location with Owner.

PRODUCT WARRANTIES A.

Warranties specified in other Sections shall be in addition to, and run concurrent with, other warranties required by the Contract Documents. Manufacturer's disclaimers and limitations on product warranties do not relieve Contractor of obligations under requirements of the Contract Documents. 1.

B.

Manufacturer's Warranty: Written warranty furnished by individual manufacturer for a particular product and specifically endorsed by manufacturer to Owner.

Submittal Time: Comply with requirements in Section 017700 "Closeout Procedures."

PART 2 - PRODUCTS 2.1

PRODUCT SELECTION PROCEDURES A.

General Product Requirements: Provide products that comply with the Contract Documents, are undamaged and, unless otherwise indicated, are new at time of installation. 1. 2.

3. 4. 5. 6.

Provide products complete with accessories, trim, finish, fasteners, and other items needed for a complete installation and indicated use and effect. Standard Products: If available, and unless custom products or nonstandard options are specified, provide standard products of types that have been produced and used successfully in similar situations on other projects. Owner reserves the right to limit selection to products with warranties not in conflict with requirements of the Contract Documents. Where products are accompanied by the term "as selected," Engineer will make selection. Descriptive, performance, and reference standard requirements in the Specifications establish salient characteristics of products. Or Equal: For products specified by name and accompanied by the term "or equal," or "or approved equal," or "or approved," comply with requirements in "Comparable Products" Article to obtain approval for use of an unnamed product.

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Product Selection Procedures: 1.

2.

3.

C.

2.2

Product: Where Specifications name a single manufacturer and product, provide the named product that complies with requirements. Comparable products or substitutions for Contractor's convenience will not be considered. Manufacturer/Source: Where Specifications name a single manufacturer or source, provide a product by the named manufacturer or source that complies with requirements. Comparable products or substitutions for Contractor's convenience will not be considered. Products: a. Nonrestricted List: Where Specifications include a list of names of both available manufacturers and products, provide one of the products listed, or an unnamed product, that complies with requirements. Comply with requirements in "Comparable Products" Article for consideration of an unnamed product.

4.

Manufacturers: a. Nonrestricted List: Where Specifications include a list of available manufacturers, provide a product by one of the manufacturers listed, or a product by an unnamed manufacturer, that complies with requirements. Comply with requirements in "Comparable Products" Article for consideration of an unnamed manufacturer's product.

5.

Basis-of-Design Product: Where Specifications name a product, or refer to a product indicated on Drawings, and include a list of manufacturers, provide the specified or indicated product or a comparable product by one of the other named manufacturers. Drawings and Specifications indicate sizes, profiles, dimensions, and other characteristics that are based on the product named. Comply with requirements in "Comparable Products" Article for consideration of an unnamed product by one of the other named manufacturers.

Visual Matching Specification: Where Specifications require "match Engineer's sample", provide a product that complies with requirements and matches Engineer's sample. Engineer's decision will be final on whether a proposed product matches. 1.

D.

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If no product available within specified category matches and complies with other specified requirements, comply with requirements in Section 012500 "Substitution Procedures" for proposal of product.

Visual Selection Specification: Where Specifications include the phrase "as selected by Engineer from manufacturer's full range" or similar phrase, select a product that complies with requirements. Engineer will select color, gloss, pattern, density, or texture from manufacturer's product line that includes both standard and premium items. COMPARABLE PRODUCTS

A.

Conditions for Consideration: Engineer will consider Contractor's request for comparable product when the following conditions are satisfied. If the following conditions are not satisfied, Engineer may return requests without action, except to record noncompliance with these requirements:

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Evidence that the proposed product does not require revisions to the Contract Documents, which it is consistent with the Contract Documents and will produce the indicated results, and that it is compatible with other portions of the Work. Detailed comparison of significant qualities of proposed product with those named in the Specifications. Significant qualities include attributes such as performance, weight, size, durability, visual effect, and specific features and requirements indicated. Evidence that proposed product provides specified warranty. List of similar installations for completed projects with project names and addresses and names and addresses of engineers and owners, if requested. Samples, if requested.

PART 3 - EXECUTION (Not Used) END OF SECTION 016000

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SECTION 017300 - EXECUTION PART 1 - GENERAL 1.1

RELATED DOCUMENTS A.

1.2

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

A.

Section includes general administrative and procedural requirements governing execution of the Work including, but not limited to, the following: 1. 2. 3. 4. 5. 6. 7. 8. 9.

B.

Related Requirements: 1. 2. 3.

1.3

Construction layout. Field engineering and surveying. Installation of the Work. Cutting and patching. Coordination of Owner-installed products. Progress cleaning. Starting and adjusting. Protection of installed construction. Correction of the Work.

Section 011000 "Summary" for limits on use of Project site. Section 013300 "Submittal Procedures" for submitting surveys. Section 017700 "Closeout Procedures" for submitting final property survey with Project Record Documents, recording of Owner-accepted deviations from indicated lines and levels, and final cleaning.

DEFINITIONS A.

Cutting: Removal of in-place construction necessary to permit installation or performance of other work.

B.

Patching: Fitting and repair work required to restore construction to original conditions after installation of other work.

1.4

INFORMATIONAL SUBMITTALS A.

Cutting and Patching Plan: Submit plan describing procedures at least 10 days prior to the time cutting and patching will be performed. Include the following information: 1.

EXECUTION

Extent: Describe reason for and extent of each occurrence of cutting and patching.

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3. 4. 5.

Changes to In-Place Construction: Describe anticipated results. Include changes to structural elements and operating components as well as changes in building appearance and other significant visual elements. Products: List products to be used for patching and firms or entities that will perform patching work. Dates: Indicate when cutting and patching will be performed. Utilities and Mechanical and Electrical Systems: List services and systems that cutting and patching procedures will disturb or affect. List services and systems that will be relocated and those that will be temporarily out of service. Indicate length of time permanent services and systems will be disrupted. a.

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Include description of provisions for temporary services and systems during interruption of permanent services and systems.

QUALITY ASSURANCE A.

B.

Cutting and Patching: Comply with requirements for and limitations on cutting and patching of construction elements. 1.

Structural Elements: When cutting and patching structural elements, notify Engineer of locations and details of cutting and await directions from Engineer before proceeding. Shore, brace, and support structural elements during cutting and patching. Do not cut and patch structural elements in a manner that could change their load-carrying capacity or increase deflection

2.

Operational Elements: Do not cut and patch operating elements and related components in a manner that results in reducing their capacity to perform as intended or that results in increased maintenance or decreased operational life or safety.

3.

Other Construction Elements: Do not cut and patch other construction elements or components in a manner that could change their load-carrying capacity, that results in reducing their capacity to perform as intended, or that results in increased maintenance or decreased operational life or safety.

4.

Visual Elements: Do not cut and patch construction in a manner that results in visual evidence of cutting and patching. Do not cut and patch exposed construction in a manner that would, in Engineer's opinion, reduce the building's aesthetic qualities. Remove and replace construction that has been cut and patched in a visually unsatisfactory manner.

Manufacturer's Installation Instructions: Obtain and maintain on-site manufacturer's written recommendations and instructions for installation of products and equipment.

PART 2 - PRODUCTS 2.1

MATERIALS A.

General: Comply with requirements specified in other Sections.

EXECUTION

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In-Place Materials: Use materials for patching identical to in-place materials. For exposed surfaces, use materials that visually match in-place adjacent surfaces to the fullest extent possible. 1.

If identical materials are unavailable or cannot be used, use materials that, when installed, will provide a match acceptable to Engineer for the visual and functional performance of in-place materials.

PART 3 - EXECUTION 3.1

EXAMINATION A.

Examination and Acceptance of Conditions: Before proceeding with each component of the Work, examine substrates, areas, and conditions, with Installer or Applicator present where indicated, for compliance with requirements for installation tolerances and other conditions affecting performance. Record observations. 1. 2. 3.

B.

Written Report: Where a written report listing conditions detrimental to performance of the Work is required by other Sections, include the following: 1. 2. 3. 4.

C.

3.2

Examine roughing-in for mechanical and electrical systems to verify actual locations of connections before equipment and fixture installation. Examine walls, floors, and roofs for suitable conditions where products and systems are to be installed. Verify compatibility with and suitability of substrates, including compatibility with existing finishes or primers.

Description of the Work. List of detrimental conditions, including substrates. List of unacceptable installation tolerances. Recommended corrections.

Proceed with installation only after unsatisfactory conditions have been corrected. Proceeding with the Work indicates acceptance of surfaces and conditions. PREPARATION

A.

Field Measurements: Take field measurements as required to fit the Work properly. Recheck measurements before installing each product. Where portions of the Work are indicated to fit to other construction, verify dimensions of other construction by field measurements before fabrication. Coordinate fabrication schedule with construction progress to avoid delaying the Work.

B.

Space Requirements: Verify space requirements and dimensions of items shown diagrammatically on Drawings.

C.

Review of Contract Documents and Field Conditions: Immediately on discovery of the need for clarification of the Contract Documents caused by differing field conditions outside the control

EXECUTION

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of Contractor, submit a request for information to Engineer according to requirements in Section 013100 "Project Management and Coordination." 3.3

CONSTRUCTION LAYOUT A.

3.4

Verification: Before proceeding to lay out the Work, verify layout information shown on Drawings, in relation to the property survey and existing benchmarks. If discrepancies are discovered, notify Engineer and Construction Manager promptly. INSTALLATION

A.

General: Locate the Work and components of the Work accurately, in correct alignment and elevation, as indicated. 1. 2. 3. 4.

Make vertical work plumb and make horizontal work level. Where space is limited, install components to maximize space available for maintenance and ease of removal for replacement. Conceal pipes, ducts, and wiring in finished areas unless otherwise indicated. Maintain minimum headroom clearances

B.

Comply with manufacturer's written instructions and recommendations for installing products in applications indicated.

C.

Install products at the time and under conditions that will ensure the best possible results. Maintain conditions required for product performance until Substantial Completion.

D.

Conduct construction operations so no part of the Work is subjected to damaging operations or loading in excess of that expected during normal conditions of occupancy.

E.

Sequence the Work and allow adequate clearances to accommodate movement of construction items on site and placement in permanent locations.

F.

Tools and Equipment: Do not use tools or equipment that produce harmful noise levels.

G.

Templates: Obtain and distribute to the parties involved templates for work specified to be factory prepared and field installed. Check Shop Drawings of other work to confirm that adequate provisions are made for locating and installing products to comply with indicated requirements.

H.

Attachment: Provide blocking and attachment plates and anchors and fasteners of adequate size and number to securely anchor each component in place, accurately located and aligned with other portions of the Work. Where size and type of attachments are not indicated, verify size and type required for load conditions. 1. 2. 3.

EXECUTION

Mounting Heights: Where mounting heights are not indicated, mount components at heights directed by Engineer. Allow for building movement, including thermal expansion and contraction. Coordinate installation of anchorages. Furnish setting drawings, templates, and directions for installing anchorages, including sleeves, concrete inserts, anchor bolts, and

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items with integral anchors, that are to be embedded in concrete or masonry. Deliver such items to Project site in time for installation. I.

Joints: Make joints of uniform width. Where joint locations in exposed work are not indicated, arrange joints for the best visual effect. Fit exposed connections together to form hairline joints.

J.

Hazardous Materials: Use products, cleaners, and installation materials that are not considered hazardous.

3.5

CUTTING AND PATCHING A.

Cutting and Patching, General: Employ skilled workers to perform cutting and patching. Proceed with cutting and patching at the earliest feasible time, and complete without delay. 1.

Cut in-place construction to provide for installation of other components or performance of other construction, and subsequently patch as required to restore surfaces to their original condition.

B.

Existing Warranties: Remove, replace, patch, and repair materials and surfaces cut or damaged during installation or cutting and patching operations, by methods and with materials so as not to void existing warranties.

C.

Temporary Support: Provide temporary support of work to be cut.

D.

Protection: Protect in-place construction during cutting and patching to prevent damage. Provide protection from adverse weather conditions for portions of Project that might be exposed during cutting and patching operations.

E.

Adjacent Occupied Areas: Where interference with use of adjoining areas or interruption of free passage to adjoining areas is unavoidable, coordinate cutting and patching according to requirements in Section 011000 "Summary."

F.

Existing Utility Services and Mechanical/Electrical Systems: Where existing services/systems are required to be removed, relocated, or abandoned, bypass such services/systems before cutting to minimize interruption to occupied areas.

G.

Cutting: Cut in-place construction by sawing, drilling, breaking, chipping, grinding, and similar operations, including excavation, using methods least likely to damage elements retained or adjoining construction. If possible, review proposed procedures with original Installer; comply with original Installer's written recommendations. 1.

2. 3. 4.

EXECUTION

In general, use hand or small power tools designed for sawing and grinding, not hammering and chopping. Cut holes and slots neatly to minimum size required, and with minimum disturbance of adjacent surfaces. Temporarily cover openings when not in use. Finished Surfaces: Cut or drill from the exposed or finished side into concealed surfaces. Concrete and Masonry: Cut using a cutting machine, such as an abrasive saw or a diamond-core drill. Mechanical and Electrical Services: Cut off pipe or conduit in walls or partitions to be removed. Cap, valve, or plug and seal remaining portion of pipe or conduit to prevent entrance of moisture or other foreign matter after cutting.

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Proceed with patching after construction operations requiring cutting are complete.

Patching: Patch construction by filling, repairing, refinishing, closing up, and similar operations following performance of other work. Patch with durable seams that are as invisible as practicable. Provide materials and comply with installation requirements specified in other Sections, where applicable. 1. 2.

Inspection: Where feasible, test and inspect patched areas after completion to demonstrate physical integrity of installation. Exposed Finishes: Restore exposed finishes of patched areas and extend finish restoration into retained adjoining construction in a manner that will minimize evidence of patching and refinishing. a. b.

3.

4. 5.

3.6

Clean piping, conduit, and similar features before applying paint or other finishing materials. Restore damaged pipe covering to its original condition.

Floors and Walls: Where walls or partitions that are removed extend one finished area into another, patch and repair floor and wall surfaces in the new space. Provide an even surface of uniform finish, color, texture, and appearance. Remove in-place floor and wall coverings and replace with new materials, if necessary, to achieve uniform color and appearance. a.

I.

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Where patching occurs in a painted surface, prepare substrate and apply primer and intermediate paint coats appropriate for substrate over the patch, and apply final paint coat over entire unbroken surface containing the patch. Provide additional coats until patch blends with adjacent surfaces.

Ceilings: Patch, repair, or rehang in-place ceilings as necessary to provide an even-plane surface of uniform appearance. Exterior Building Enclosure: Patch components in a manner that restores enclosure to a weathertight condition and ensures thermal and moisture integrity of building enclosure.

Cleaning: Clean areas and spaces where cutting and patching are performed. Remove paint, mortar, oils, putty, and similar materials from adjacent finished surfaces. PROGRESS CLEANING

A.

General: Clean Project site and work areas daily, including common areas. requirements strictly. Dispose of materials lawfully. 1. 2. 3.

Comply with requirements in NFPA 241 for removal of combustible waste materials and debris. Do not hold waste materials more than seven days during normal weather or three days if the temperature is expected to rise above 80 deg F (27 deg C). Containerize hazardous and unsanitary waste materials separately from other waste. Mark containers appropriately and dispose of legally, according to regulations. a.

EXECUTION

Enforce

Use containers intended for holding waste materials of type to be stored.

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Coordinate progress cleaning for joint-use areas where Contractor and other contractors are working concurrently.

B.

Site: Maintain Project site free of waste materials and debris.

C.

Work Areas: Clean areas where work is in progress to the level of cleanliness necessary for proper execution of the Work. 1. 2.

Remove liquid spills promptly. Where dust would impair proper execution of the Work, broom-clean or vacuum the entire work area, as appropriate.

D.

Installed Work: Keep installed work clean. Clean installed surfaces according to written instructions of manufacturer or fabricator of product installed, using only cleaning materials specifically recommended. If specific cleaning materials are not recommended, use cleaning materials that are not hazardous to health or property and that will not damage exposed surfaces.

E.

Concealed Spaces: Remove debris from concealed spaces before enclosing the space.

F.

Exposed Surfaces in Finished Areas: Clean exposed surfaces and protect as necessary to ensure freedom from damage and deterioration at time of Substantial Completion.

G.

Waste Disposal: Do not bury or burn waste materials on-site. Do not wash waste materials down sewers or into waterways. Comply with waste disposal requirements in Section 015000 "Temporary Facilities and Controls."

H.

During handling and installation, clean and protect construction in progress and adjoining materials already in place. Apply protective covering where required to ensure protection from damage or deterioration at Substantial Completion.

I.

Clean and provide maintenance on completed construction as frequently as necessary through the remainder of the construction period. Adjust and lubricate operable components to ensure operability without damaging effects.

J.

Limiting Exposures: Supervise construction operations to assure that no part of the construction, completed or in progress, is subject to harmful, dangerous, damaging, or otherwise deleterious exposure during the construction period.

3.7

STARTING AND ADJUSTING A.

Start equipment and operating components to confirm proper operation. malfunctioning units, replace with new units, and retest.

B.

Adjust equipment for proper operation. Adjust operating components for proper operation without binding.

C.

Test each piece of equipment to verify proper operation. Test and adjust controls and safeties. Replace damaged and malfunctioning controls and equipment.

D.

Manufacturer's Field Service: "Quality Requirements."

EXECUTION

Remove

Comply with qualification requirements in Section 014000

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PROTECTION OF INSTALLED CONSTRUCTION A.

Provide final protection and maintain conditions that ensure installed Work is without damage or deterioration at time of Substantial Completion.

B.

Comply with manufacturer's written instructions for temperature and relative humidity.

END OF SECTION 017300

EXECUTION

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SECTION 017700 - CLOSEOUT PROCEDURES PART 1 - GENERAL 1.1

RELATED DOCUMENTS A.

1.2

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

A.

Section includes administrative and procedural requirements for contract closeout, including, but not limited to, the following: 1. 2. 3. 4. 5.

B.

1.3

Substantial Completion procedures. Final completion procedures. Warranties. Final cleaning. Repair of the Work.

Related Requirements: 1. Section 017300 "Execution" for progress cleaning of Project site. 2. Section 017823 "Operation and Maintenance Data" for operation and maintenance manual requirements. 3. Section 017839 "Project Record Documents" for submitting record Drawings, record Specifications, and record Product Data. 4. Section 017900 "Demonstration and Training" for requirements for instructing Owner's personnel. CLOSEOUT SUBMITTALS

A.

Certificates of Release: From authorities having jurisdiction.

B.

Certificate of Insurance: For continuing coverage.

1.4

MAINTENANCE MATERIAL SUBMITTALS A.

1.5

Schedule of Maintenance Material Items: For maintenance material submittal items specified in other Sections. SUBSTANTIAL COMPLETION PROCEDURES

A.

Contractor's List of Incomplete Items: Prepare and submit a list of items to be completed and corrected (Contractor's punch list), indicating the value of each item on the list and reasons why the Work is incomplete.

CLOSEOUT PROCEDURES

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Submittals Prior to Substantial Completion: Complete the following a minimum of 10 days prior to requesting inspection for determining date of Substantial Completion. List items below that are incomplete at time of request. 1.

2.

3.

4.

Certificates of Release: Obtain and submit releases from authorities having jurisdiction permitting Owner unrestricted use of the Work and access to services and utilities. Include occupancy permits, operating certificates, and similar releases. Submit closeout submittals specified in other Division 01 Sections, including project record documents, operation and maintenance manuals, final completion construction photographic documentation, damage or settlement surveys, property surveys, and similar final record information. Submit closeout submittals specified in individual Sections, including specific warranties, workmanship bonds, maintenance service agreements, final certifications, and similar documents. Submit maintenance material submittals specified in individual Sections, including tools, spare parts, extra materials, and similar items, and deliver to location designated by Engineer. Label with manufacturer's name and model number where applicable. a.

5. 6. C.

Schedule of Maintenance Material Items: Prepare and submit schedule of maintenance material submittal items, including name and quantity of each item and name and number of related Specification Section. Obtain Engineer's signature for receipt of submittals.

Submit test/adjust/balance records. Submit changeover information related to Owner's occupancy, use, operation, and maintenance.

Procedures Prior to Substantial Completion: Complete the following a minimum of 10 days prior to requesting inspection for determining date of Substantial Completion. List items below that are incomplete at time of request. 1. 2. 3. 4. 5.

6. 7. 8. 9. 10. D.

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Advise Owner of pending insurance changeover requirements. Make final changeover of permanent locks and deliver keys to Owner. Advise Owner's personnel of changeover in security provisions. Complete startup and testing of systems and equipment. Perform preventive maintenance on equipment used prior to Substantial Completion. Instruct Owner's personnel in operation, adjustment, and maintenance of products, equipment, and systems. Submit demonstration and training video recordings specified in Section 017900 "Demonstration and Training." Advise Owner of changeover in heat and other utilities. Participate with Owner in conducting inspection and walkthrough with local emergency responders. Terminate and remove temporary facilities from Project site, along with mockups, construction tools, and similar elements. Complete final cleaning requirements, including touchup painting. Touch up and otherwise repair and restore marred exposed finishes to eliminate visual defects.

Inspection: Submit a written request for inspection to determine Substantial Completion a minimum of 10 days prior to date the work will be completed and ready for final inspection and tests. On receipt of request, Engineer will either proceed with inspection or notify Contractor of

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unfulfilled requirements. Engineer will prepare the Certificate of Substantial Completion after inspection or will notify Contractor of items, either on Contractor's list or additional items identified by Engineer, that must be completed or corrected before certificate will be issued. 1. 2. 1.6

Re-inspection: Request re-inspection when the Work identified in previous inspections as incomplete is completed or corrected. Results of completed inspection will form the basis of requirements for final completion.

FINAL COMPLETION PROCEDURES A.

Submittals Prior to Final Completion: Before requesting final inspection for determining final completion, complete the following: 1. 2.

3. 4. B.

Inspection: Submit a written request for final inspection to determine acceptance a minimum of 10 days prior to date the work will be completed and ready for final inspection and tests. On receipt of request, Engineer will either proceed with inspection or notify Contractor of unfulfilled requirements. Engineer will prepare a final Certificate for Payment after inspection or will notify Contractor of construction that must be completed or corrected before certificate will be issued. 1.

1.7

Submit a final Application for Payment according to Section 012900 "Payment Procedures." Certified List of Incomplete Items: Submit certified copy of Engineer's Substantial Completion inspection list of items to be completed or corrected (punch list), endorsed and dated by Engineer. Certified copy of the list shall state that each item has been completed or otherwise resolved for acceptance. Certificate of Insurance: Submit evidence of final, continuing insurance coverage complying with insurance requirements. Submit pest-control final inspection report.

Re-inspection: Request re-inspection when the Work identified in previous inspections as incomplete is completed or corrected.

LIST OF INCOMPLETE ITEMS (PUNCH LIST) A.

Organization of List: Include name and identification of each space and area affected by construction operations for incomplete items and items needing correction including, if necessary, areas disturbed by Contractor that are outside the limits of construction. 1. 2. 3.

Organize list of spaces in sequential order Organize items applying to each space by major element, including categories for ceiling, individual walls, floors, equipment, and building systems. Include the following information at the top of each page: a. b. c. d. e.

Project name. Date. Name of Engineer and Construction Manager. Name of Contractor. Page number.

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Submit list of incomplete items in the following format: a. PDF electronic file. Engineer will return annotated file.

SUBMITTAL OF PROJECT WARRANTIES A.

Time of Submittal: Submit written warranties on request of Engineer for designated portions of the Work where commencement of warranties other than date of Substantial Completion is indicated, or when delay in submittal of warranties might limit Owner's rights under warranty.

B.

Partial Occupancy: Submit properly executed warranties within 15 days of completion of designated portions of the Work that are completed and occupied or used by Owner during construction period by separate agreement with Contractor.

C.

Organize warranty documents into an orderly sequence based on the table of contents of Project Manual. 1.

2.

3. 4.

D.

Bind warranties and bonds in heavy-duty, three-ring, vinyl-covered, loose-leaf binders, thickness as necessary to accommodate contents, and sized to receive 8-1/2-by-11-inch (215-by-280-mm) paper. Provide heavy paper dividers with plastic-covered tabs for each separate warranty. Mark tab to identify the product or installation. Provide a typed description of the product or installation, including the name of the product and the name, address, and telephone number of Installer. Identify each binder on the front and spine with the typed or printed title "WARRANTIES," Project name, and name of Contractor. Warranty Electronic File: Scan warranties and bonds and assemble complete warranty and bond submittal package into a single indexed electronic PDF file with links enabling navigation to each item. Provide bookmarked table of contents at beginning of document.

Provide additional copies of each warranty to include in operation and maintenance manuals.

PART 2 - PRODUCTS 2.1

MATERIALS A.

Cleaning Agents: Use cleaning materials and agents recommended by manufacturer or fabricator of the surface to be cleaned. Do not use cleaning agents that are potentially hazardous to health or property or that might damage finished surfaces.

PART 3 - EXECUTION 3.1

FINAL CLEANING A.

General: Perform final cleaning. Conduct cleaning and waste-removal operations to comply with local laws and ordinances and Federal and local environmental and antipollution regulations.

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Cleaning: Employ experienced workers or professional cleaners for final cleaning. Clean each surface or unit to condition expected in an average commercial building cleaning and maintenance program. Comply with manufacturer's written instructions. 1.

Complete the following cleaning operations before requesting inspection for certification of Substantial Completion for entire Project or for a designated portion of Project: a.

b. c. d.

e. f. g. h.

i. j.

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Clean Project site, yard, and grounds, in areas disturbed by construction activities, including landscape development areas, of rubbish, waste material, litter, and other foreign substances. Sweep paved areas broom clean. Remove petrochemical spills, stains, and other foreign deposits. Remove tools, construction equipment, machinery, and surplus material from Project site. Clean exposed exterior and interior hard-surfaced finishes to a dirt-free condition, free of stains, films, and similar foreign substances. Avoid disturbing natural weathering of exterior surfaces. Restore reflective surfaces to their original condition. Remove debris and surface dust from limited access spaces, including roofs, plenums, shafts, trenches, equipment vaults, manholes, attics, and similar spaces. Sweep concrete floors broom clean in unoccupied spaces. Vacuum carpet and similar soft surfaces, removing debris and excess nap; clean according to manufacturer's recommendations if visible soil or stains remain. Clean transparent materials, including mirrors and glass in doors and windows. Remove glazing compounds and other noticeable, vision-obscuring materials. Polish mirrors and glass, taking care not to scratch surfaces. Remove labels that are not permanent. Wipe surfaces of mechanical and electrical equipment and similar equipment. Remove excess lubrication, paint and mortar droppings, and other foreign substances. Leave Project clean and ready for occupancy.

REPAIR OF THE WORK A.

Complete repair and restoration operations before requesting inspection for determination of Substantial Completion.

B.

Repair or remove and replace defective construction. Repairing includes replacing defective parts, refinishing damaged surfaces, touching up with matching materials, and properly adjusting operating equipment. Where damaged or worn items cannot be repaired or restored, provide replacements. Remove and replace operating components that cannot be repaired. Restore damaged construction and permanent facilities used during construction to specified condition. 1. 2.

Remove and replace chipped, scratched, and broken glass, reflective surfaces, and other damaged transparent materials. Touch up and otherwise repair and restore marred or exposed finishes and surfaces. Replace finishes and surfaces that that already show evidence of repair or restoration.

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Do not paint over "UL" and other required labels and identification, including mechanical and electrical nameplates. Remove paint applied to required labels and identification.

Replace parts subject to operating conditions during construction that may impede operation or reduce longevity. Replace burned-out bulbs, bulbs noticeably dimmed by hours of use, and defective and noisy starters in fluorescent and mercury vapor fixtures to comply with requirements for new fixtures.

END OF SECTION 017700

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SECTION 017823 - OPERATION AND MAINTENANCE DATA PART 1 - GENERAL 1.1

RELATED DOCUMENTS A.

1.2

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

A.

Section includes administrative and procedural requirements for preparing operation and maintenance manuals, including the following: 1. 2. 3. 4. 5.

B.

1.3

Operation and maintenance documentation directory. Emergency manuals. Operation manuals for systems, subsystems, and equipment. Product maintenance manuals. Systems and equipment maintenance manuals.

Related Requirements: 1. Section 013300 "Submittal Procedures" for submitting copies of submittals for operation and maintenance manuals. DEFINITIONS

A.

System: An organized collection of parts, equipment, or subsystems united by regular interaction.

B.

Subsystem: A portion of a system with characteristics similar to a system.

1.4

CLOSEOUT SUBMITTALS A.

Manual Content: Operations and maintenance manual content is specified in individual Specification Sections to be reviewed at the time of Section submittals. Submit reviewed manual content formatted and organized as required by this Section. 1. 2.

B.

Engineer will comment on whether content of operations and maintenance submittals are acceptable. Where applicable, clarify and update reviewed manual content to correspond to revisions and field conditions.

Format: Submit operations and maintenance manuals in the following format: 1.

PDF electronic file. Assemble each manual into a composite electronically indexed file. Submit on digital media acceptable to Engineer.

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b.

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Name each indexed document file in composite electronic index with applicable item name. Include a complete electronically linked operation and maintenance directory. Enable inserted reviewer comments on draft submittals.

C.

Initial Manual Submittal: Submit draft copy of each manual at least 30 days before commencing demonstration and training. Engineer will comment on whether general scope and content of manual are acceptable.

D.

Final Manual Submittal: Submit each manual in final form prior to requesting inspection for Substantial Completion and at least 15 days before commencing demonstration and training. Engineer will return copy with comments. 1.

Correct or revise each manual to comply with Engineer's comments. Submit copies of each corrected manual within 15 days of receipt of Engineer's comments and prior to commencing demonstration and training.

PART 2 - PRODUCTS 2.1

OPERATION AND MAINTENANCE DOCUMENTATION DIRECTORY A.

Directory: Prepare a single, comprehensive directory of emergency, operation, and maintenance data and materials, listing items and their location to facilitate ready access to desired information. Include a section in the directory for each of the following: 1. 2. 3. 4.

List of documents. List of systems. List of equipment. Table of contents.

B.

List of Systems and Subsystems: List systems alphabetically. Include references to operation and maintenance manuals that contain information about each system.

C.

List of Equipment: List equipment for each system, organized alphabetically by system. For pieces of equipment not part of system, list alphabetically in separate list.

D.

Tables of Contents: Include a table of contents for each emergency, operation, and maintenance manual.

E.

Identification: In the documentation directory and in each operation and maintenance manual, identify each system, subsystem, and piece of equipment with same designation used in the Contract Documents. If no designation exists, assign a designation according to ASHRAE Guideline 4, "Preparation of Operating and Maintenance Documentation for Building Systems."

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REQUIREMENTS FOR EMERGENCY, OPERATION, AND MAINTENANCE MANUALS A.

Organization: Unless otherwise indicated, organize each manual into a separate section for each system and subsystem, and a separate section for each piece of equipment not part of a system. Each manual shall contain the following materials, in the order listed: 1. 2. 3.

B.

Title page. Table of contents. Manual contents.

Title Page: Include the following information: 1. 2. 3. 4. 5. 6. 7. 8. 9. 10.

Subject matter included in manual. Name and address of Project. Name and address of Owner. Date of submittal. Name and contact information for Contractor. Name and contact information for Construction Manager. Name and contact information for Engineer. Name and contact information for Commissioning Authority. Names and contact information for major consultants to the Engineer that designed the systems contained in the manuals. Cross-reference to related systems in other operation and maintenance manuals.

C.

Table of Contents: List each product included in manual, identified by product name, indexed to the content of the volume, and cross-referenced to Specification Section number in Project Manual.

D.

Manual Contents: Organize into sets of manageable size. Arrange contents alphabetically by system, subsystem, and equipment. If possible, assemble instructions for subsystems, equipment, and components of one system into a single binder.

E.

Manuals, Electronic Files: Submit manuals in the form of a multiple file composite electronic PDF file for each manual type required. 1.

2.

2.3

Electronic Files: Use electronic files prepared by manufacturer where available. Where scanning of paper documents is required, configure scanned file for minimum readable file size. File Names and Bookmarks: Enable bookmarking of individual documents based on file names. Name document files to correspond to system, subsystem, and equipment names used in manual directory and table of contents. Group documents for each system and subsystem into individual composite bookmarked files, then create composite manual, so that resulting bookmarks reflect the system, subsystem, and equipment names in a readily navigated file tree. Configure electronic manual to display bookmark panel on opening file.

OPERATION MANUALS A.

Content: In addition to requirements in this Section, include operation data required in individual Specification Sections and the following information:

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System, subsystem, and equipment descriptions. Use designations for systems and equipment indicated on Contract Documents. Performance and design criteria if Contractor has delegated design responsibility. Operating standards. Operating procedures. Operating logs. Wiring diagrams. Control diagrams. Piped system diagrams. Precautions against improper use. License requirements including inspection and renewal dates.

Descriptions: Include the following: 1. 2. 3. 4. 5. 6. 7. 8. 9.

C.

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Product name and model number. Use designations for products indicated on Contract Documents. Manufacturer's name. Equipment identification with serial number of each component. Equipment function. Operating characteristics. Limiting conditions. Performance curves. Engineering data and tests. Complete nomenclature and number of replacement parts.

Operating Procedures: Include the following, as applicable: 1. 2. 3. 4. 5. 6. 7. 8. 9.

Startup procedures. Equipment or system break-in procedures. Routine and normal operating instructions. Regulation and control procedures. Instructions on stopping. Normal shutdown instructions. Seasonal and weekend operating instructions. Required sequences for electric or electronic systems. Special operating instructions and procedures.

D.

Systems and Equipment Controls: Describe the sequence of operation, and diagram controls as installed.

E.

Piped Systems: Diagram piping as installed, and identify color-coding where required for identification.

2.4

PRODUCT MAINTENANCE MANUALS A.

Content: Organize manual into a separate section for each product, material, and finish. Include source information, product information, maintenance procedures, repair materials and sources, and warranties and bonds, as described below.

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B.

Source Information: List each product included in manual, identified by product name and arranged to match manual's table of contents. For each product, list name, address, and telephone number of Installer or supplier and maintenance service agent, and cross-reference Specification Section number and title in Project Manual and drawing or schedule designation or identifier where applicable.

C.

Product Information: Include the following, as applicable: 1. 2. 3. 4. 5.

D.

Product name and model number. Manufacturer's name. Color, pattern, and texture. Material and chemical composition. Reordering information for specially manufactured products.

Maintenance Procedures: Include manufacturer's written recommendations and the following: 1. 2. 3. 4. 5.

Inspection procedures. Types of cleaning agents to be used and methods of cleaning. List of cleaning agents and methods of cleaning detrimental to product. Schedule for routine cleaning and maintenance. Repair instructions.

E.

Repair Materials and Sources: Include lists of materials and local sources of materials and related services.

F.

Warranties and Bonds: Include copies of warranties and bonds and lists of circumstances and conditions that would affect validity of warranties or bonds. 1.

2.5

Include procedures to follow and required notifications for warranty claims.

SYSTEMS AND EQUIPMENT MAINTENANCE MANUALS A.

Content: For each system, subsystem, and piece of equipment not part of a system, include source information, manufacturers' maintenance documentation, maintenance procedures, maintenance and service schedules, spare parts list and source information, maintenance service contracts, and warranty and bond information, as described below.

B.

Source Information: List each system, subsystem, and piece of equipment included in manual, identified by product name and arranged to match manual's table of contents. For each product, list name, address, and telephone number of Installer or supplier and maintenance service agent, and cross-reference Specification Section number and title in Project Manual and drawing or schedule designation or identifier where applicable.

C.

Manufacturers' Maintenance Documentation: Manufacturers' maintenance documentation including the following information for each component part or piece of equipment: 1. 2. 3.

Standard maintenance instructions and bulletins. Drawings, diagrams, and instructions required for maintenance, including disassembly and component removal, replacement, and assembly. Identification and nomenclature of parts and components.

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List of items recommended to be stocked as spare parts.

Maintenance Procedures: Include the following information and items that detail essential maintenance procedures: 1. 2. 3. 4. 5. 6.

E.

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Test and inspection instructions. Troubleshooting guide. Precautions against improper maintenance. Disassembly; component removal, repair, and replacement; and reassembly instructions. Aligning, adjusting, and checking instructions. Demonstration and training video recording, if available.

Maintenance and Service Schedules: Include service and lubrication requirements, list of required lubricants for equipment, and separate schedules for preventive and routine maintenance and service with standard time allotment. 1. 2.

Scheduled Maintenance and Service: Tabulate actions for daily, weekly, monthly, quarterly, semiannual, and annual frequencies. Maintenance and Service Record: Include manufacturers' forms for recording maintenance.

F.

Spare Parts List and Source Information: Include lists of replacement and repair parts, with parts identified and cross-referenced to manufacturers' maintenance documentation and local sources of maintenance materials and related services.

G.

Maintenance Service Contracts: Include copies of maintenance agreements with name and telephone number of service agent.

H.

Warranties and Bonds: Include copies of warranties and bonds and lists of circumstances and conditions that would affect validity of warranties or bonds. 1.

Include procedures to follow and required notifications for warranty claims.

PART 3 - EXECUTION 3.1

MANUAL PREPARATION A.

Operation and Maintenance Documentation Directory: Prepare a separate manual that provides an organized reference to emergency, operation, and maintenance manuals.

B.

Product Maintenance Manual: Assemble a complete set of maintenance data indicating care and maintenance of each product, material, and finish incorporated into the Work.

C.

Operation and Maintenance Manuals: Assemble a complete set of operation and maintenance data indicating operation and maintenance of each system, subsystem, and piece of equipment not part of a system. 1.

Engage a factory-authorized service representative to assemble and prepare information for each system, subsystem, and piece of equipment not part of a system.

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Prepare supplementary text if manufacturers' standard printed data are not available and where the information is necessary for proper operation and maintenance of equipment or systems.

Drawings: Prepare drawings supplementing manufacturers' printed data to illustrate the relationship of component parts of equipment and systems and to illustrate control sequence and flow diagrams. Coordinate these drawings with information contained in record Drawings to ensure correct illustration of completed installation. 1. 2.

F.

Prepare a separate manual for each system and subsystem, in the form of an instructional manual for use by Owner's operating personnel.

Manufacturers' Data: Where manuals contain manufacturers' standard printed data, include only sheets pertinent to product or component installed. Mark each sheet to identify each product or component incorporated into the Work. If data include more than one item in a tabular format, identify each item using appropriate references from the Contract Documents. Identify data applicable to the Work and delete references to information not applicable. 1.

E.

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Do not use original project record documents as part of operation and maintenance manuals. Comply with requirements of newly prepared record Drawings in Section 017839 "Project Record Documents."

Comply with Section 017700 "Closeout Procedures" for schedule for submitting operation and maintenance documentation.

END OF SECTION 017823

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SECTION 017839 - PROJECT RECORD DOCUMENTS PART 1 - GENERAL 1.1

RELATED DOCUMENTS A.

1.2

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

A.

Section includes administrative and procedural requirements for project record documents, including the following: 1. 2. 3. 4.

B.

1.3

Record Drawings. Record Specifications. Record Product Data. Miscellaneous record submittals.

Related Requirements: 1. Section 017700 "Closeout Procedures" for general closeout procedures. 2. Section 017823 "Operation and Maintenance Data" for operation and maintenance manual requirements. CLOSEOUT SUBMITTALS

A.

Record Drawings: Comply with the following: 1. 2.

Number of Copies: Submit one set(s) of marked-up record prints. Number of Copies: Submit copies of record Drawings as follows: a.

Final Submittal: 1) 2) 3)

B.

Submit one paper-copy set(s) of marked-up record prints. Submit record digital data files and three set(s) of record digital data file plots. Plot each drawing file, whether or not changes and additional information were recorded.

Record Product Data: Submit annotated PDF electronic files and directories of each submittal. 1.

Where record Product Data are required as part of operation and maintenance manuals, submit duplicate marked-up Product Data as a component of manual.

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PART 2 - PRODUCTS 2.1

RECORD DRAWINGS A.

Record Prints: Maintain one set of marked-up paper copies of the Contract Drawings and Shop Drawings, incorporating new and revised drawings as modifications are issued. 1.

Preparation: Mark record prints to show the actual installation where installation varies from that shown originally. Require individual or entity who obtained record data, whether individual or entity is Installer, subcontractor, or similar entity, to provide information for preparation of corresponding marked-up record prints. a. b. c. d. e.

2.

Content: Types of items requiring marking include, but are not limited to, the following: a. b. c. d. e. f. g. h. i. j. k. l. m. n.

3.

4. 5. 6. B.

Give particular attention to information on concealed elements that would be difficult to identify or measure and record later. Accurately record information in an acceptable drawing technique. Record data as soon as possible after obtaining it. Record and check the markup before enclosing concealed installations. Cross-reference record prints to corresponding archive photographic documentation.

Dimensional changes to Drawings. Revisions to details shown on Drawings. Depths of foundations below first floor. Locations and depths of underground utilities. Revisions to routing of piping and conduits. Revisions to electrical circuitry. Actual equipment locations. Duct size and routing. Locations of concealed internal utilities. Changes made by Change Order or Construction Change Directive. Changes made following Engineer's written orders. Details not on the original Contract Drawings. Field records for variable and concealed conditions. Record information on the Work that is shown only schematically.

Mark the Contract Drawings and Shop Drawings completely and accurately. Use personnel proficient at recording graphic information in production of marked-up record prints. Mark record sets with erasable, red-colored pencil. Use other colors to distinguish between changes for different categories of the Work at same location. Mark important additional information that was either shown schematically or omitted from original Drawings. Note Construction Change Directive numbers, alternate numbers, Change Order numbers, and similar identification, where applicable.

Record Digital Data Files: Immediately before inspection for Certificate of Substantial Completion, review marked-up record prints with Engineer. When authorized, prepare a full set of corrected digital data files of the Contract Drawings, as follows:

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Format: Annotated PDF electronic file with comment function enabled. Incorporate changes and additional information previously marked on record prints. Delete, redraw, and add details and notations where applicable. Refer instances of uncertainty to Engineer for resolution. Engineer will furnish Contractor one set of digital data files of the Contract Drawings for use in recording information. a. b.

C.

See Section 013300 "Submittal Procedures" for requirements related to use of Engineer's digital data files. Engineer will provide data file layer information. Record markups in separate layers.

Format: Identify and date each record Drawing; include the designation "PROJECT RECORD DRAWING" in a prominent location. 1.

2. 3.

4.

Record Prints: Organize record prints and newly prepared record Drawings into manageable sets. Bind each set with durable paper cover sheets. Include identification on cover sheets. Format: Annotated PDF electronic file. Record Digital Data Files: Organize digital data information into separate electronic files that correspond to each sheet of the Contract Drawings. Name each file with the sheet identification. Include identification in each digital data file. Identification: As follows: a. b. c. d. e.

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Project name. Date. Designation "PROJECT RECORD DRAWINGS." Name of Engineer. Name of Contractor.

RECORD PRODUCT DATA A.

Preparation: Mark Product Data to indicate the actual product installation where installation varies substantially from that indicated in Product Data submittal. 1. 2. 3.

B.

Give particular attention to information on concealed products and installations that cannot be readily identified and recorded later. Include significant changes in the product delivered to Project site and changes in manufacturer's written instructions for installation. Note related Change Orders and record Drawings where applicable.

Format: Submit record Product Data as annotated PDF electronic file. 1.

Include record Product Data directory organized by Specification Section number and title, electronically linked to each item of record Product Data.

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PART 3 - EXECUTION 3.1

RECORDING AND MAINTENANCE A.

Recording: Maintain one copy of each submittal during the construction period for project record document purposes. Post changes and revisions to project record documents as they occur; do not wait until end of Project.

B.

Maintenance of Record Documents and Samples: Store record documents and Samples in the field office apart from the Contract Documents used for construction. Do not use project record documents for construction purposes. Maintain record documents in good order and in a clean, dry, legible condition, protected from deterioration and loss. Provide access to project record documents for Engineer's reference during normal working hours.

END OF SECTION 017839

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SECTION 017900 - DEMONSTRATION AND TRAINING PART 1 - GENERAL 1.1

RELATED DOCUMENTS A.

1.2

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

A.

Section includes administrative and procedural requirements for instructing Owner's personnel, including the following: 1. 2.

1.3

Demonstration of operation of systems, subsystems, and equipment. Training in operation and maintenance of systems, subsystems, and equipment.

INFORMATIONAL SUBMITTALS A.

Instruction Program: Submit outline of instructional program for demonstration and training, including a list of training modules and a schedule of proposed dates, times, length of instruction time, and instructors' names for each training module. Include learning objective and outline for each training module. 1.

Indicate proposed training modules using manufacturer-produced demonstration and training video recordings for systems, equipment, and products in lieu of video recording of live instructional module.

B.

Qualification Data: For facilitator.

C.

Attendance Record: instruction time.

1.4

For each training module, submit list of participants and length of

COORDINATION A.

Coordinate instruction schedule with Owner's operations. Adjust schedule as required to minimize disrupting Owner's operations and to ensure availability of Owner's personnel.

B.

Coordinate instructors, including providing notification of dates, times, length of instruction time, and course content.

C.

Coordinate content of training modules with content of approved emergency, operation, and maintenance manuals. Do not submit instruction program until operation and maintenance data has been reviewed and approved by Engineer.

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PART 2 - PRODUCTS 2.1

INSTRUCTION PROGRAM A.

Program Structure: Develop an instruction program that includes individual training modules for each system and for equipment not part of a system, as required by individual Specification Sections.

B.

Training Modules: Develop a learning objective and teaching outline for each module. Include a description of specific skills and knowledge that participant is expected to master. For each module, include instruction for the following as applicable to the system, equipment, or component: 1.

Documentation: Review the following items in detail: a. b. c. d. e.

2.

Operations: Include the following, as applicable: a. b. c. d. e. f. g. h. i. j. k. l. m.

3.

Startup procedures. Equipment or system break-in procedures. Routine and normal operating instructions. Regulation and control procedures. Control sequences. Safety procedures. Instructions on stopping. Normal shutdown instructions. Operating procedures for emergencies. Operating procedures for system, subsystem, or equipment failure. Seasonal and weekend operating instructions. Required sequences for electric or electronic systems. Special operating instructions and procedures.

Troubleshooting: Include the following: a. b.

4.

Operations manuals. Maintenance manuals. Project record documents. Identification systems. Maintenance service agreements and similar continuing commitments.

Diagnostic instructions. Test and inspection procedures.

Maintenance: Include the following: a. b. c. d. e. f.

Inspection procedures. Types of cleaning agents to be used and methods of cleaning. List of cleaning agents and methods of cleaning detrimental to product. Procedures for routine cleaning Procedures for preventive maintenance. Procedures for routine maintenance.

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Instruction on use of special tools.

Repairs: Include the following: a. b. c. d. e.

Diagnosis instructions. Repair instructions. Disassembly; component removal, repair, and replacement; and reassembly instructions. Instructions for identifying parts and components. Review of spare parts needed for operation and maintenance.

PART 3 - EXECUTION 3.1

INSTRUCTION A.

Engage qualified instructors to instruct Owner's personnel to adjust, operate, and maintain systems, subsystems, and equipment not part of a system.

B.

Scheduling: Provide instruction at mutually agreed on times. For equipment that requires seasonal operation, provide similar instruction at start of each season. 1.

C.

Schedule training with Owner, through Engineer, with at least seven days' advance notice.

Training Location and Reference Material: Conduct training on-site in the completed and fully operational facility using the actual equipment in-place. Conduct training using final operation and maintenance data submittals.

END OF SECTION 017900

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SECTION 230923 - DIRECT-DIGITAL CONTROL FOR HVAC PART 1 - GENERAL REQUIREMENTS

1.1 SUMMARY A. The existing Trane Tracer Summit Control system serving the Technology Center, Wood Technology and McCray Hall shall be upgraded to a Web Based Control system that will communicate on the PSU Ethernet LAN network. The existing Building Control Units (BCU’s) shall be replaced with a web based control system. The existing application specific Trane controllers (PCM’s, UPCM’s, TCM’s and VAV box controllers), existing wiring, and all end devices shall remain and are assumed to be in good working condition. B. The Building Automation System (BAS) shall be as described in these specifications. System shall be fully integrated and coordinated with existing Trane DDC controllers. The intent of the BAS is to integrate all mechanical equipment into one system for global monitoring, control, and alarming associated with the building. It is the BAS manufacturer’s responsibility to provide all the design, engineering, and field coordination required to ensure all equipment sequences of operation remain as they currently exist and the designated BAS operators have the capability of managing the building mechanical system to ensure occupant comfort while maintaining energy efficiency. C. The BAS shall meet both BACnet, LonTalk and Trane proprietary communication standards. D. Direct Digital Control (DDC) technology shall be used to provide the functions necessary for control of mechanical systems and terminal devices on this project. E. The BAS shall accommodate simultaneous multiple user operation. Access to the control system data should be limited only by operator password. Multiple users shall have access to all valid system data. An operator shall be able to log onto any workstation on the control system and have access to all appropriate data. F. Communication between DDC controllers and all workstation(s) shall be over a high-speed network. All nodes on this network shall be peers. The operator shall not have to know the controller identifier or location to view or control a point (object). Application Specific Controllers shall be constantly scanned by the Building Controllers to update point information and alarm information globally. G. The BAS manufacturer shall provide all hardware and software necessary to implement the functions and sequence of operations specified. 1.2 APPROVED BAS MANUFACTURERS A. Manufacturers: 1. Trane Branch Office. Contact Dan Ketelle at 913-599-4664 for pricing and information. 2. Honeywell Factory Authorized Branch Office 3. Automated Logic Corp. 4. Johnson Controls, Inc., Factory Authorized Branch Office 5. Siemens Building Technologies, Inc., Factory Authorized Branch Office 1.3 QUALITY ASSURANCE A. BAS Manufacturer Qualifications 1. The BAS manufacturer shall have an established business office within 100 miles of the project site. 2. The BAS Manufacturer shall have factory trained and certified personnel providing all engineering, service, startup, and commissioning field labor for the project from their local

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office location. BAS manufacturer shall be able to provide training certifications for all local office personnel upon request. 3. The BAS shall be provided by a single manufacturer and this manufacturer’s equipment shall consist of operator workstation software, Web-based hardware/software, Open Standard Protocol hardware/software, Custom application Programming Language, Graphical Programming Language, Building Controllers, Custom Application Controllers, and Application Specific Controllers. All other products specified herein (i.e., sensors, valves, dampers, actuators, etc.) need not be manufactured by the BAS manufacturer. 4. Independent representatives of BAS manufacturers are not acceptable. BAS vendor shall be corporate owned entity of BAS manufacturer. All products used in this installation shall be currently manufactured, and shall have been applied to a minimum of three previous projects. This installation shall not be used as a test site for any new products unless explicitly approved by the Owner's representative in writing prior to bid date. Spare parts shall be available for at least 5 years after completion of this contract.

1.4 SUBMITTALS A. The BAS manufacturer shall submit product data, shop drawings, description of operation and schematic drawings of the System to the Engineer for approval before starting work. At least seven sets of submittals shall be sent through channels. At least four sets of operator and maintenance manuals with "as built" drawings, parts lists, etc., shall be provided at job completion. The Engineer will note any required corrections and return to the Contractor. The Contractor shall then resubmit with the corrected or additional data. This procedure shall be repeated until all corrections are made to the satisfaction of the Engineer and the submittals are fully approved. B. All control drawings shall be generated using AutoCAD software or equivalent. All project drawings shall be supplied to the Owner electronically using the DXF file format or format as desired by the Owner upon project completion. C. Product Data: Submit manufacturer’s technical product data for each control device furnished, indicating dimensions, capacities, performance characteristics, electrical characteristics, finishes of materials, and including installation instructions and start-up instructions. D. Shop drawings shall include a riser diagram depicting locations of all controllers and work stations, with associated network wiring. Also included shall be individual schematics of each mechanical system showing all connected points with reference to their associated controller. Typicals will be allowed where appropriate. E. Maintenance Data: Submit maintenance data and recommended spare parts list for digital control equipment and control components; including "trouble-shooting" maintenance guide. Include this data, product data, shop drawings, final software code for sequences of operation and maintenance data in maintenance manual; in accordance with requirements of Division 1. 1.5

CONSTRUCTION RECORD DOCUMENTS A. All additions or changes to the BAS during the course of construction shall be reflected upon the CAD drawings and submitted to the Engineer before project close-out.

1.6 WARRANTY A. Warrant all work as follows: 1. BAS system labor and materials shall be warranted free from defects for a period of twelve (12) months after final completion acceptance by the Owner. BAS failures during the warranty period shall be adjusted, repaired, or replaced at no charge to the Owner. The BAS manufacturer shall respond to the Owner's request for warranty service within 24 hours of the initiated call and will occur during normal business hours (8AM-5PM).

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At the end of the final start-up/testing, if equipment and systems are operating satisfactorily to the Owner and Engineer, the Owner shall sign certificates certifying that the BAS is operational, and has been tested and accepted in accordance with the terms of this specification. The date of Owner's acceptance shall be the start of the warranty period. Operator workstation software, project specific software, graphics, database, and firmware updates shall be provided to the Owner at no charge during the warranty period. Written authorization by the Owner must be granted prior to the installation of these updates. The BAS manufacturer shall provide a web-accessible Users Network for the proposed System and give the Owner free access to question/answer forum, graphics library, user tips, upgrades, and training schedules for a one year period of time correlating with the warranty period.

PART 2 - PRODUCTS 1.1 ARCHITECTURE/COMMUNICATION A. This project shall be comprised of a high speed Ethernet network utilizing BACnet/IP communications between System Controllers and Workstations. Communications between System Controllers and sub-networks of Custom Application Controllers and/or Application Specific Controllers shall utilize LonTalk (FTT10), BACnet MSTP (RS485) or existing Trane proprietary communications. 1. Each System Controller shall perform communications to a network of Custom Application and Application Specific Controllers using BACnet/MSTP (RS485) or LonTalk (FTT10) as defined by the BACnet or LonTalk standard. a. Each System Controller shall function as a BACnet Router to each unit controller providing a unique BACnet Device ID for all BACnet/MSTP controllers within the system. b. All LonTalk Unit Controllers shall conform to the LonTalk standard and conform to a LonMark Profile. c. Points within LonTalk unit controllers shall be exposed as standard BACnet points within the System Controller without need for manual intervention by an operator. 2. An active Ethernet port will be provided adjacent to each System Controller and operator interface (PC) for connection to this high speed Ethernet network. 3. All values within the system (i.e. schedules, datalogs, points, software variables, custom program variables) shall be readable and controllable (where appropriate) by any System Controller or BACnet Workstation on the communications network via BACnet. 2.2 OPERATOR INTERFACE A. A dedicated PC is not required to access the operator interface. Access shall be provided through a web browser interface that resides on the Enterprise wide network, which is same high-speed communications network as the System Controllers. The Enterprise wide network will be provided by the owner and supports the Internet Protocol (IP). 1.

Operator Interface a. The operator interface shall be accessible via a web browser. b. The operator interface shall support the following Internet web browsers: 1) Internet Explorer 10.0+ 2) Mozilla Firefox 28+ c. The operator interface shall support the following mobile web browsers: 1) iOS (iPad/iPhone) V7.0+ 2) Android V4.0+

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Mobile App Operator Interface d. The operator interface shall support system access on a mobile device via a mobile app to: 1) Alarm log 2) System Status 3) Equipment status 4) Space Status 5) Standard Equipment graphics e. The operator interface shall support actions on a mobile device via a mobile app to: 6) Override set points 7) Override occupancy 8) Acknowledge Alarms 9) Comment on Alarms f. System Security 1) Each operator shall be required to login to the system with a user name and password in order to view, edit, add, or delete data. g. Equipment & Application Pages 1) The operator interface shall include standard pages for all equipment and applications. These pages shall allow an operator to obtain information relevant to the operation of the equipment and/or application, including: a) Animated Equipment Graphics for each major piece of equipment and floor plan in the System. This includes: i) Each Chiller, Air Handler, VAV Terminal, Fan Coil, Boiler, and Cooling Tower. These graphics shall show all points dynamically as specified in the points list. ii) Animation capabilities shall include the ability to show a sequence of images reflecting the position of analog outputs, such as valve or damper positions. Graphics shall be capable of launching other web pages. a) Alarms relevant to the equipment or application without requiring a user to navigate to an alarm page and perform a filter. b) Historical Data (As defined in Automatic Trend Log section below) for the equipment or application without requiring a user to navigate to a data log page and perform a filter. h. System Graphics. Operator interface shall be graphically based and shall include at least one graphic per piece of equipment or occupied zone, graphics for each chilled water and hot water system, and graphics that summarize conditions on each floor of each building included in this contract. Indicate thermal comfort on floor plan summary graphics using colors to represent zone temperature relative to zone set point. 1) Functionality. Graphics shall allow operator to monitor system status, to view a summary of the most important data for each controlled zone or piece of equipment, to use point and-click navigation between zones or equipment, and to edit set points and other specified parameters. 2) Graphic imagery – graphics shall use 3D images for all standard and custom graphics. The only allowable exceptions will be photo images, maps, schematic drawings, and selected floor plans. 3) Animation. Graphics shall be able to animate by displaying different Image lies for changed object status. 4) Alarm Indication. Indicate areas or equipment in an alarm condition using color or other visual indicator.

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Format. Graphics shall be saved in an industry-standard format such as BMP, JPEG, PNG, or GIF. Web-based system graphics shall be viewable on browsers compatible with World Wide Web Consortium browser standards. Web graphic format shall require no plug-in (such as HTML and JavaScript) or shall only require widely available no-cost plug-ins (such as Active-X and Macromedia Flash). i. Custom Graphics 1) The operator interface shall be capable of displaying custom graphics in order to convey the status of the facility to its operators. 2) Graphical Navigation. The operator interface shall provide dynamic color graphics of building areas, systems and equipment. 3) Graphical Data Visualization. The operator interface shall support dynamic points including analog and binary values, dynamic text, static text, and animation files. 4) Custom background images. Custom background images shall be created with the use of commonly available graphics packages such as Adobe Photoshop. The graphics generation package shall create and modify graphics that are saved in industry standard formats such as GIF and JPEG. j. Graphics Library. Furnish a library of standard HVAC equipment such as chillers, air handlers, terminals, fan coils, unit ventilators, rooftop units, and VAV boxes, in 3dimensional graphic depictions. The library shall be furnished in a file format compatible with the graphics generation package program. k. Manual Control and Override. 1) Point Control. Provide a method for a user to view, override, and edit if applicable, the status of any object and property in the system. The point status shall be available by menu, on graphics or through custom programs. 2) Temporary Overrides. The user shall be able to perform a temporary override wherever an override is allowed, automatically removing the override after a specified period of time. 3) Override Owners. The system shall convey to the user the owner of each override for all priorities that an override exists. 4) Provide a specific icon to show timed override or operator override, when a point, unit controller or application has been overridden manually. l. Engineering Units 1) Allow for selection of the desired engineering units (i.e. Inch pound or SI) in the system. 2) Unit selection shall be able to be customized by locality to select the desired units for each measurement. 3) Engineering units on this project shall be IP. Scheduling. A user shall be able to perform the following tasks utilizing the operator interface: a. Create a new schedule, defining the default values, events and membership. b. Create exceptions to a schedule for any given day. c. Apply an exception that spans a single day or multiple days. d. View a schedule by day, week and month. e. Exception schedules and holidays shall be shown clearly on the calendar. f. Modify the schedule events, members and exceptions. Trend Logs a. Trend Logs Definition. 1) The operator interface shall allow a user with the appropriate security permissions to define a trend log for any data in the system.

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The operator interface shall allow a user to define any trend log options as described in the Application and Control Software section. b. Trend Log Viewer. 1) The operator interface shall allow Trend Log data to be viewed and printed. 2) The operator interface shall allow a user to view trend log data in text-based (time –stamp/value). 3) The operator shall be able to view the data collected by a trend log in a graphical chart in the operator interface. 4) Trend log viewing capabilities shall include the ability to show a minimum of 5 points on a chart. 5) Each data point trend line shall be displayed as a unique color. 6) The operator shall be able to specify the duration of historical data to view by scrolling and zooming. 7) The system shall provide a graphical trace display of the associated time stamp and value for any selected point along the x-axis. c. Export Trend Logs. 1) The operator interface shall allow a user to export trend log data in CSV or PDF format for use by other industry standard word processing and spreadsheet packages. Alarm/Event Notification a. An operator shall be notified of new alarms/events as they occur while navigating through any part of the system via an alarm icon. b. Alarm/Event Log. The operator shall be able to view all logged system alarms/events from any operator interface. 10) The operator shall be able to sort and filter alarms from events. Alarms shall be sorted in a minimum of 4 categories based on severity. 11) Alarm/event messages shall use full language, easily recognized descriptors. 12) An operator with the proper security level may acknowledge and clear alarms/events. 13) All alarms/events that have not been cleared by the operator shall be stored by the building controller. 14) The alarm/event log shall include a comment field for each alarm/event that allows a user to add specific comments associated with any alarm. c. Alarm Processing. 15) The operator shall be able to configure any object in the system to generate an alarm when transitioning in and out of a normal state. 16) The operator shall be able to configure the alarm limits, warning limits, states, and reactions for each object in the system. Reports and Logs. a. The operator interface shall provide a reporting package that allows the operator to select reports. b. The operator interface shall provide the ability to schedule reports to run at specified intervals of time. c. The operator interface shall allow a user to export reports and logs from the building controller in a format that is readily accessible by other standard software applications including spreadsheets and word processing. Acceptable formats include: 1) CSV, HTML, XML, PDF d. Reports and logs shall be readily printed to the system printer. e. Provide a means to list and access the last 10 reports viewed by the user.

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The following standard reports shall be available without requiring a user to manually configure the report: 1) All Points in Alarm Report: Provide an on demand report showing all current alarms. 2) All Points in Override Report: Provide an on demand report showing all overrides in effect. 3) Commissioning Report: Provide a one-time report that lists all equipment with the unit configuration and present operation. 17) Points report: Provide a report that lists the current value of all points

2.3 APPLICATION AND CONTROL SOFTWARE A. Furnish the following applications software for building and energy management. All software applications shall reside and run in the system controllers. Editing of applications shall occur at the operator interface. 1. Scheduling. Provide the capability to schedule each object or group of objects in the system. Each of these schedules shall include the capability for start, stop, optimal start, optimal stop, and night economizer actions. Each schedule may consist of up to [10] events. When a group of objects are scheduled together, provide the capability to define advances and delays for each member. Each schedule shall consist of the following: a. Weekly Schedule. Provide separate schedules for each day of the week. b. Exception Schedules. Provide the ability for the operator to designate any day of the year as an exception schedule. This exception schedule shall override the standard schedule for that day. Exception schedules may be defined up to a year in advance. Once an exception schedule is executed it will be discarded and replaced by the standard schedule for that day of the week. c. Holiday Schedules. Provide the capability for the operator to define up to 99 special or holiday schedules. These schedules may be placed on the scheduling calendar and will be repeated each year. The operator shall be able to define the length of each holiday period. d. Optimal Start. The scheduling application outlined above shall support an optimal start algorithm. This shall calculate the thermal characteristics of a zone and start the equipment prior to occupancy to achieve the desired space temperature at the specified occupancy time. The algorithm shall calculate separate sets of heating and cooling rates for zones that have been unoccupied for less then and greater than 24 hours. Provide the ability to modify the start algorithm based on outdoor air temperature. Provide an early start limit in minutes to prevent the system from starting before an operator determined time limit. 2. Trend Log Application a. Trend log data shall be sampled and stored on the System Controller panel and shall capable of being archived to a BACnet Workstation for longer term storage. 1) Trend logs shall include interval, start-time, and stop-time. 2) Trend log intervals shall be configurable as frequently as 1 minute and as infrequently as 1 year. b. Automated Trend Logs. 1) The system controller shall automatically create trend logs for defined key measurements for each controlled HVAC device and HVAC application. 2) The automatic trend logs shall monitor these parameters for a minimum of 7 days at 15 minute intervals. The automatic trend logs shall be user adjustable. 3. Alarm/Event Log

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Any object in the system shall be configurable to generate an alarm when transitioning in and out of a normal or fault state. b. Any object in the system shall allow the alarm limits, warning limits, states, and reactions to be configured for each object in the system. c. An alarm/event shall be capable of triggering any of the following actions: 1) Route the alarm/event to one or more alarm log a) The alarm message shall include the name of the alarm location, the device that generated the alarm, and the alarm message itself. 2) Route an e-mail message to an operator(s) 3) Log a data point(s) for a period of time 4) Run a custom control program Point Control. User shall have the option to set the update interval, minimum on/off time, event notification, custom programming on change of events. Timed Override. A standard application shall be utilized to enable/disable temperature control when a user selects on/cancel at the zone sensor, operator interface, or the local operator display. The amount of time that the override takes precedence will be selectable from the operator interface. Anti-Short Cycling. All binary output points shall be protected from short cycling.

2.4 SYSTEM CONTROLLERS A. There shall be one or more independent, standalone microprocessor based System Controllers to manage the global strategies described in Application and Control Software section. 1. The System Controller shall have sufficient memory to support its operating system, database, and programming requirements. 2. The controller shall provide a USB communications port for connection to a PC 3. The operating system of the Controller shall manage the input and output communications signals to allow distributed controllers to share real and virtual point information and allow central monitoring and alarms. 4. All System Controllers shall have a real time clock. 5. Data shall be shared between networked System Controllers. 6. The System Controller shall continually check the status of its processor and memory circuits. If an abnormal operation is detected, the controller shall: a. Assume a predetermined failure mode. b. Generate an alarm notification. c. Create a retrievable file of the state of all applicable memory locations at the time of the failure. d. Automatically reset the System Controller to return to a normal operating mode. 7. Environment. Controller hardware shall be suitable for the anticipated ambient conditions. Controller used in conditioned ambient shall be mounted in an enclosure, and shall be rated for operation at -40 C to 50 C [-40 F to 122 F]. 8. Clock Synchronization. a. All System Controllers shall be able to synchronize with a NTP server for automatic time synchronization. b. All System Controllers shall be able to accept a BACnet time synchronization command for automatic time synchronization. c. All System Controllers shall automatically adjust for daylight savings time if applicable. 9. Serviceability a. Provide diagnostic LEDs for power, communications, and processor.

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The System Controller shall have a display on the main board that indicates the current operating mode of the controller. c. All wiring connections shall be made to field removable, modular terminal connectors. d. The System controller shall utilize standard DIN mounting methods for installation and replacement. 10. Memory. The System Controller shall maintain all BIOS and programming information indefinitely without power to the System controller 11. Immunity to power and noise. Controller shall be able to operate at 90% to 110% of nominal voltage rating and shall perform an orderly shut-down below 80% nominal voltage 12. BACnet Test Labs (BTL) Listing. Each System Controller shall be listed as a Building Controller (B-BC) by the BACnet Test Labs. 2.5 PROGRAMMABLE CONTROLLERS A. Stand-Alone Operation of the Central Plant and Air Handling Controllers shall be provided as follows if existing controllers are not reused. 1. Shall operate a schedule in a standalone application using a Real Time Clock with a 7 day power backup. a. The Controller shall have a built in schedule (assessable with or without a display)\ b. Support will be for at least 3 schedules with up to 10 events for each day of the week. c. Each of the 3 schedules can be Analog, Binary or Multi-State d. The controller shall support a minimum of 25 exceptions each with up to 10 events. 2. For ease of troubleshooting, the Controller shall support data trend logging a. 25,000 samples minimum b. Trends shall be capable of being collected at a minimum sample rate of once every second c. Trends shall be capable of being scheduled or triggered. 3. To meet the sequence of operation for each application, the Controller shall use library programs provided by the controller manufacturer that are either factory loaded or downloaded with service tool to the Controller. 4. Environment. Controller hardware shall be suitable for the anticipated ambient conditions. a. Storage conditions: 1) Temperature: -67°F to 203°F (-55°C to 95°C) 2) Humidity: Between 5% to 100% RH (non-condensing) b. Operating conditions: 1) Temperature: -40°F to 158°F (-40°C to 70°C) 2) ‘Humidity: Between 5% to 100% RH (non-condensing) c. Controllers used indoors shall be mounted in a NEMA 1 enclosure at a minimum d. Controllers used outdoors and/or in wet ambient shall be mounted within NEMA 4 type waterproof enclosures, and shall be rated for operation at -40 F to 158 F [-40 C to 70 C]. 5. Input/Output: The Controller shall have on board or through expansion module all I/O capable of performing all functionality needed for the application. Controls provided by the equipment manufacture must supply the required I/O for the equipment. In addition other controls must meet the following requirements: a. Shall support flexibility in valve type, the controllers shall be capable of supporting the following valve control types 0-10VDC, 0-5VDC, 4-20mA, 24VAC - 2 position. b. Shall support flexibility in sensor type, the Controller shall be of reading sensor input ranges of 0 to10V, 0 to 20mA, 50ms or longer pulses, 200 to 20Kohm and RTD input.

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Shall support flexibility in sensor type, all Analog Outputs shall have the additional capability of being programmed to operate as Universal Inputs or Pulse Width Modulation Outputs. d. Shall support flexibility in sensor type, the Controller and/or expansion modules shall support dry and wetted (24VAC) binary inputs. e. The controller support pulse accumulator for connecting devices like energy meters. f. In order to support a wide range of devices, the Controller’s binary output shall be able to drive at least 10VA each. g. Any I/O that is unused by functionality needed for the equipment shall be available to be used by custom program on the Controller and by any other controller on the network. h. The Controller shall provide 24VAC and 24VDC power terminals sensors and other devices required. i. The Controller shall provide a dedicated static pressure input. Input/Output Expandability – The Controller shall provide the following functionality in order to meet current and future application needs: a. For the application flexibility, the Controller shall be capable of expanding to a total of at least 100 hardware I/O terminations. b. Expansion I/O can be mounted up to 200m from control c. Expansion I/O can be added in as small as 4 point increments. d. To keep BACnet MS/TP network traffic to a minimum, expansion I/O must communicate via an internal controller communication bus (point expansion via the BACnet MS/TP network is not allowed) Serviceability – The Controller shall provide the following in order to improve serviceability of the Controller. a. Diagnostic LEDs for power/normal operation/status, BACnet communications, sensor bus communications, and binary outputs. All wiring connections shall be clearly labeled and made to be field removable. b. Binary and analog inputs and outputs shall use removable connectors or be connected to terminal strip external to the control box c. Software service tool connection through all of the following methods: direct cable connection to the Controller, connection through another controller on BACnet link and through the Controller’s zone sensor. d. For configuration, programming, and testing of controller programs must, for safety purposes, be able to be accomplished with the power off to the equipment and the controller. e. The Controller software tool service port shall utilize standard of-the-shelf USB printer cable. f. Capabilities to temporarily override the BACnet point values with built-in time expiration in the Controller. g. To aid in service replacement, the Controller shall easily attached to standard DIN rail mounting. h. For future expansion, the Controller shall be capable of adding sequence of operation programming utilizing service tools software with a graphical programming interface (editing or programming in line code is not permissible). i. To aid in service replacement, the Controller shall allow for setting its BACnet address must be rotary switches that correspond to a numerical value for the address to allow the setting of the address without the need of a service tool or the control being powered (DIP switch methodologies are not allowed). j. Controller data shall persist through a power failure.

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Software Retention: All Controller operating parameters, setpoints, BIOS, and sequence of operation code must be stored in non-volatile memory in order to maintain such information for months without power. 9. Transformer for the Controller must be rated at minimum of 115% of ASC power consumption, and shall be fused or current limiting type. 24 VAC, +/- 15% nominal, 50-60 Hz, 24 VA plus binary output loads for a maximum of 12 VA for each binary output. 10. Controller must meet the following Agency Compliance: a. UL916 PAZX, Open Energy Management Equipment b. UL94-5V, Flammability c. FCC Part 15, Subpart B, Class B Limit d. BACnet Testing Laboratory (BTL) Listed e. cUL Marked for international compliance f. CE Marked for international compliance

2.6 APPLICATION SPECIFIC CONTROLLERS A. Application Specific Controllers (ASC) shall be provided if existing ASC’s are not reused. They shall be microprocessor-based DDC controllers which through hardware or firmware design control specified equipment. They are not user programmable, but are customized for operation within the confines of the equipment they are designed to serve. 1. Application Specific Controller are only allowed when both the following a. The equipment is compressor based or boiler based and b. The controller is provided by the equipment manufacturer and warrantied as part of the equipment. B. Zone Controllers are controllers that operate equipment that control the space temperature of single zone. Examples are controllers for VAV, Fan coil, Blower Coils, Unit Ventilators, Heat Pumps, and Water Source Heat Pumps. 1. Software a. To meet the sequence of operation for each zone control, the controller shall use programs developed and tested by the controller manufacturer that are either factory loaded or downloaded with service tool to the controller. b. Stand-Alone Operation: Each piece of equipment specified in section A shall be controlled by a single controller and provide stand-alone control in the event of communication failure. In case of communications failure stand-alone operation shall use default values or last values for remote sensors read over the network such as outdoor air temperature. c. For controlling ancillary devices and for flexibility to change to sequence of operation in the future, the controller shall be capable running custom programs written in a graphical programming language. 2. Environment Controller hardware shall be suitable for the anticipated ambient conditions. a. Storage: -55 to 203 ⁰F (-48 to 95⁰C) and 5 to 95% Rh, non-condensing. b. Operating: -40 to 158 ⁰F (-40 to 70 ⁰C) and 5 to 95% Rh, non-condensing. c. Controllers used indoors shall be mounted in a NEMA 1 enclosure at a minimum d. Controllers used outdoors and/or in wet ambient shall be mounted within NEMA 4 type waterproof enclosures, and shall be rated for operation at -40 F to 158 F [-40 C to 70 C]. 3. Input/Output: a. For flexibility in selection and replacement of valves, the controllers shall be capable of supporting all of the following valve control types 0-10VDC, 0-5VDC, 4-20mA, 24VAC floating point, 24VAC - 2 position (Normally Open or Normally Closed).

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For flexibility in selection and replacement of sensors, the controllers shall be capable of reading sensor input ranges of 0 to10V, 0 to 20mA, pulse counts, and 200 to 20Kohm. c. For flexibility in selection and replacement of binary sensors, the controller shall support dry and wetted (24VAC) binary inputs. d. For flexibility in selection and replacement devices, the controller’s shall have binary output which are able to drive at least 12VA each. e. For flexibility in selection and replacement of motors, the controller shall be capable of outputting 24VAC (binary output), DC voltage (0 to 10VDC minimum range) and PWM (in the 80 to 100 Hz range). f. For future needs, any I/O that is unused by functionality of equipment control shall be available to be used by custom program on the controller and by another controller on the network. g. For future expansion and flexibility, the controller shall have either on board or through expansion, 50 hardware input/output points. Expansion points must communicate with the controller via an internal communications bus. Expansion points must be capable of being mounted up to 200 meters from the controller. Expansion points that require the BACnet network for communication with the controller are not allowed. Serviceability – The controller shall provide the following in order to improve serviceability of the controller. a. Diagnostic LEDs shall indicate correct operation or failures/faults for all of the following: power, sensors, BACnet communications, and I/O communications bus. b. All binary output shall have LED’s indicating the output state. c. All wiring connections shall removable without the use of a tool. d. Software service tool connection through all of the following methods: direct cable connection to the controller, connection through another controller on BACnet link and through the controller’s zone sensor. e. For safety purposes, the controller shall be capable of being powered by a portable computer for the purposes of configuration, programming, and testing programs so that this work can be accomplished with the power off to the equipment. f. Capabilities to temporarily override of BACnet point values with built-in time expiration in the controller. g. BACnet Mack Address shall be set using decimal (0-9) based rotary switches. h. Configuration change shall not be made in a programming environment, but rather by a configuration page utilizing dropdown list, check boxes, and numeric boxes. i. BACnet trending objects resident on controller 1) Minimum of 20,000 trending points total on controller 2) Shall be capable of trending all BACnet points used by controller 3) Shall be capable of 1 second sample rates on all points Software Retention: All Zone Controller operating parameters, setpoints, BIOS, and sequence of operation code must be stored in non-volatile memory in order to maintain such information for months without power. Transformer for the controller must be rated at minimum of 115% of ASC power consumption, and shall be fused or current limiting type. 24 VAC, +/- 15% nominal, 50-60 Hz, 24 VA plus binary output loads, for a maximum of 12 VA for each binary output. Agency Approval: The controller shall have meet the Agency Compliance: a. UL916 PAZX, Open Energy Management Equipment b. UL94-5V, Flammability c. FCC Part 15, Subpart B, Class B Limit

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PART 3 - EXECUTION

3.1 EXAMINATION A. The Contract Documents shall be thoroughly examined for coordination of control devices their installation, wiring, and commissioning. Coordinate and review mechanical equipment specifications, locations, and identify any discrepancies, conflicts, or omissions that shall be reported to the Architect/Engineer for resolution before rough-in work is started. B. The BAS manufacturer shall inspect the jobsite in order to verify that control equipment can be installed as required, and any discrepancies, conflicts, or omissions shall be reported to the Architect/Engineer for resolution before rough-in work is started. 3.2 GENERAL WORKMANSHIP A. Install equipment, piping, wiring/conduit, parallel to building lines (i.e. horizontal, vertical, and parallel to walls) wherever possible. B. Provide sufficient slack and flexible connections to allow for vibration of piping and equipment. C. Install all equipment in readily accessible location as defined by National Electric Code (NEC). Control panels shall be attached to structural walls or properly supported in a free-standing configuration, unless mounted in equipment enclosure specifically designed for that purpose. Panels shall be mounted to allow for unobstructed access for service. D. Verify integrity of all control wiring to ensure continuity and freedom from shorts and grounds prior to commencing the startup and commissioning procedures. E. All control device installation, and wiring shall comply with Contract Documents, acceptable industry specifications, and industry standards for performance, reliability, and compatibility. Installation and wiring shall be executed in strict adherence to local codes and standard practices referenced in Contract Documents. 3.3 WIRING A.

B.

C.

D.

E.

All control and interlock wiring shall comply with the National, Local Electrical Codes, and Section 26000 of these Contract Document specifications. Where the requirements of this section differ with those in Section 16000, the requirements of this section shall take precedence. Where Class 2 wires are in concealed and accessible locations; including ceiling return air plenums, approved cables outside of electrical raceway can be used provided that the following conditions are met: 1. Circuits meet NEC Class 2 (current-limited) requirements. (Low-voltage power circuits shall be sub-fused when required to meet Class 2 current-limit.) 2. All cables shall be UL listed for application (i.e., cables used in ceiling plenums shall be UL listed specifically for that purpose). Do not install Class 2 wiring in conduits containing Class 1 wiring. Boxes and panels containing high voltage may not be used for low voltage wiring except for the purpose of interfacing the two via control relays and transformers. Where Class 2 wiring is run exposed, wiring shall be run parallel along a surface or perpendicular to it, and bundled, using approved wire ties at no greater than 3 m [10 ft] intervals. Such bundled cable shall be fastened to the structure, using industry approved fasteners, at 1.5 m [5 ft] intervals or more often to achieve a neat and workmanlike result. All wire-to-device connections shall be made at a terminal blocks or terminal strip. All wire-to wire connections shall be at a terminal block, or with a crimped connector. All wiring within enclosures shall be neatly bundled and anchored to permit access and prevent restriction to devices and terminals.

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Maximum allowable voltage for control wiring shall be 120Vac. If only higher voltages are available for use, the BAS manufacturer shall provide step-down transformers to achieve the desired control voltages. All control wiring shall be installed as continuous lengths, where possible. Any required splices shall be made only within an approved junction box or other approved protective device. Install plenum wiring in sleeves where it passes through walls and floors. Maintain fire rating at all penetrations in accordance with Contract Documents and National and/or Local Codes. Conduit and wire sizing shall be determined by the BAS manufacturer in order to maintain manufacturer’s recommendation and must meet National and Local Codes. Control and status relays are to be located in pre-fabricated enclosures that meet the application. These relays may also be located within packaged equipment control panel enclosures as coordinated. These relays shall not be located within Class 1 starter enclosures. Follow manufacturer's installation recommendations for all communication and network bus cabling. Network or communication cabling shall be run separately from all control power wiring. Adhere to Section 16000 requirements for installation of electrical raceways. BAS manufacturer shall terminate all control and/or interlock wiring and shall maintain updated (as-built) wiring diagrams with terminations identified at the job site. Flexible metal conduits and liquid-tight flexible metal conduits shall not exceed 3' in length and shall be supported at each end. Flexible metal conduit less than 1/2" electrical trade size shall not be used. In areas exposed to moisture, including chiller and boiler rooms, liquid-tight, flexible metal conduits shall be used.

3.4 BAS DDC CONTROLLERS A. Building Controllers and Custom Application Controllers shall be selected to provide a minimum of 15% spare I/O point capacity for each point type (analog or digital) found at each location. If input points are not universal, 15% of each type is required. If outputs are not universal, 15% of each type is required. A minimum of one spare is required for each type of point used in each controller. B. Future use of spare I/O point capacity shall require providing the field instrument and control device, field wiring, engineering, programming, and commissioning. No additional Controller boards or point modules shall be required to implement use of these spare points. 3.5 PROGRAMMING A. Provide sufficient internal memory for all controllers to ensure specified sequence of operations, alarming, trending, and reporting requirements are achieved. BAS manufacturer shall provide a minimum of 25% spare memory capacity for future use. B. Point Naming: System point names shall be modular in design, allowing easy operator interface without the use of a written point index. C. Software Programming 1. Provide programming for individual mechanical systems to achieve all aspects of the sequence of operation specified. It is the BAS manufacturer’s responsibility to ensure all mechanical equipment functions and operates as specified in sequence of operations. Provide sufficient programming comments in controller application software to clearly describe each section of the program. The comment statements shall reflect the language used in the sequence of operations. D. BAS Operator’s Interface 1. When Operator Workstation is specified, provide color graphics for each piece of mechanical equipment depicting sufficient I/O to monitor and troubleshoot operation. Additionally, provide individual floor plans of the building allowing an operator to quickly view the overall floor plan area for any out of tolerance conditions that may need addressing. Operator color graphics shall include Chiller Plant, Cooling Tower System, Boiler Plant, Air Handling Units,

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Rooftop Units, VAV Terminal Boxes, Fan Coil Units, Unit Ventilators, Heat Exchangers, Exhaust Fans, etc. These standard graphics shall depict all points dynamically as specified in the points list and/or indicated in sequence of operation. The BAS manufacturer shall provide all the labor necessary to install, initialize, start-up, and trouble-shoot all operator interface software and their functions as described in this section. This includes any operating system software, the operator interface data base, and any third party software installation and integration required for successful operation of the operator interface. As part of this execution phase, the BAS manufacturer shall perform a complete test of the operator interface. Test duration shall be a minimum of (8) hours on-site. Tests shall be made in the presence of the Owner and/or Engineer. Demonstration: A complete demonstration of the capabilities of the BAS system shall be performed by the BAS manufacturer’s field personnel. The BAS manufacturer shall dedicate a minimum of (16) hours on-site with the Owner representatives, and Engineer to demonstrate a complete functional test of all the BAS system requirements. This BAS demonstration shall constitute an acceptance inspection, and will represent the process of approving the BAS as designed and specified. Functional testing shall include the following system level components where installed: a. Chilled Water Systems 1) Chiller-Tower Optimization a) Demonstrate system level operation including 15 minute interval trend report of condenser water temperature, outdoor air temperature and humidity and chiller load over one week period. Deliver trend report to Owner representatives and Engineer. b. Variable Air Volume Systems 1) Ventilation Reset a) Demonstrate system level operation including 15 minute interval trend report of ventilation optimization air setpoint and outdoor air flow (cfm) over one week period. Deliver trend report to Owner representatives and Engineer. b) Dynamically show maximum ventilation ratio source VAV on user interface. 2) Fan Pressure Optimization a) Demonstrate system level operation including 15 minute interval trend report of duct static optimization duct static pressure setpoint and duct static pressure over one week period. Deliver trend report to Owner representatives and Engineer. b) Dynamically show maximum VAV damper position source on user interface.

3.6 CLEANING A. The BAS manufacturer’s installing contractor(s) shall clean up all debris resulting from their installation activities on a daily basis. The installation contractors shall remove all cartons, containers, crates, etc. under his control as soon as their contents have been removed. Waste shall be collected and placed in a location designated by the Owner, Construction Manager, General Contractor, and/or Mechanical Contractor. B. At the completion of work in any area, the installation contractor shall clean all of their work, equipment, etc., making it free from dust, dirt and debris. C. At the completion of work, all equipment furnished under this Section shall be checked for paint damage. Any factory finished paint that has been damaged shall be repaired to match the adjacent areas. Any metal cabinet or enclosure that has been deformed shall be replaced with new material and repainted to match the adjacent areas.

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3.7 PROTECTION A. The BAS installation contractor shall protect all work and material from damage by their work or personnel, and shall be liable for all damage. B. The BAS manufacturer shall be responsible for their work and equipment until final inspection, testing, and acceptance. The BAS installing contractor shall protect their work against theft or damage, and shall carefully store material and equipment received on site that is not immediately installed. The Contractor shall close all open ends of work with temporary covers or plugs during storage and construction to prevent entry of foreign objects. 3.8 STARTUP AND DEMONSTRATION A. Control system shall be set up and checked by factory trained competent technicians skilled in the setting and adjustment of the BAS equipment used in this project. This technician is to be experienced in the type of HVAC systems associated with this project. B. At the completion of the startup, this contractor shall demonstrate the sequence of operations for each system to the Architect or his representative. 3.9 TRAINING A. Provide minimum of (2) classroom training sessions, and (4) hours for each session, throughout the contract period. The training will be provided for personnel designated by the Owner. B. The Owner training shall enable personnel to proficiently operate the BAS by being able to create, modify and delete programming; add, remove and modify physical points for individual controllers; and add additional controllers when required. C. These objectives will be divided into three logical groupings; participants may attend one or more of these, depending on level of knowledge required: 1. Day-to-day BAS Operators 2. BAS Troubleshooting & Maintenance 3. Maintenance Manager: Parts Inventory D. Provide course outline and materials prior to schedule training session. The instructor(s) shall provide one copy of training material per student. E. The instructor(s) shall be factory-trained and experienced in teaching this technical material. 3.10 FIELD QUALITY CONTROL A. All work, materials and equipment shall comply with the rules and regulations of applicable local, state, and federal codes and ordinances as identified in Contract Documents. B. BAS manufacturer shall continually monitor the field installation for building code compliance and quality of workmanship. All visible piping and or wiring runs shall be installed parallel to building lines and properly supported. C. BAS installing Contractor(s) shall arrange for field inspections by local and/or state authorities having jurisdiction over the work. 3.11 ACCEPTANCE A. The BAS will not be accepted as meeting the requirements of Completion until all tests described in this specification have been performed to the satisfaction of both the Engineer and Owner. Any tests that cannot be performed due to circumstances beyond the control of the Contractor may be exempt from the Completion requirements if stated as such in writing by the Owner's representative. Such tests shall then be performed as part of the warranty.

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